The Analysis of Aries Wealth Management's Holdings
Currently, Aries Wealth Management holds 233 types of securities in its portfolio with a total value $451.6M. In the most recent quarter, they have increased their positions in SGOV (+66.5K shares, valued at $6.7M), EFA (+20.1K shares, valued at $1.9M), EEM (+29.8K shares, valued at $1.6M); decreased their positions in TMUS (-3.6K shares, valued at $721.0K), CTA (-14.8K shares, valued at $403.0K), LLY (-271 shares, valued at $291.2K); initiated new positions in SGOV (+66.5K shares, valued at $6.7M), N/A (+7.4K shares, valued at $486.4K), TSLA (+644 shares, valued at $289.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC87.3K shares-0.45%2025-12-312026-01-30
VUG VANGUARD INDEX FDS40.5K shares6.51%2025-12-312026-01-30 MSFT MICROSOFT CORP35.7K shares0.28%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR25.1K shares3.16%2025-12-312026-01-30 EFA ISHARES TR176.7K shares12.86%2025-12-312026-01-30 VB VANGUARD INDEX FDS58.0K shares11.30%2025-12-312026-01-30 VO VANGUARD INDEX FDS44.5K shares8.38%2025-12-312026-01-30 ALPHABET INC ALPHABET INC32.8K shares0.53%2025-12-312026-01-30 CAT CATERPILLAR INC17.8K shares-1.24%2025-12-312026-01-30 AMZN AMAZON COM INC42.9K shares0.36%2025-12-312026-01-30 EEM ISHARES TR176.2K shares20.33%2025-12-312026-01-30 VTV VANGUARD INDEX FDS39.7K shares14.20%2025-12-312026-01-30 SDY SPDR SERIES TRUST50.8K shares-1.28%2025-12-312026-01-30 META META PLATFORMS INC10.5K shares9.72%2025-12-312026-01-30 SGOV ISHARES TR66.5K sharesnew addition2025-12-312026-01-30 VTI VANGUARD INDEX FDS18.7K shares32.78%2025-12-312026-01-30 WMT WALMART INC54.5K shares1.47%2025-12-312026-01-30 IWV ISHARES TR15.3K shares0.00%2025-12-312026-01-30 GLD SPDR GOLD TR14.5K shares3.71%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.17.4K shares-0.93%2025-12-312026-01-30 XOM EXXON MOBIL CORP44.7K shares0.13%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON25.5K shares0.00%2025-12-312026-01-30 HD HOME DEPOT INC15.0K shares-0.79%2025-12-312026-01-30 QUAL ISHARES TR24.0K shares-1.20%2025-12-312026-01-30 SHY ISHARES TR57.0K shares36.37%2025-12-312026-01-30 V VISA INC13.1K shares-1.26%2025-12-312026-01-30 DGRW WISDOMTREE TR50.4K shares-1.83%2025-12-312026-01-30 LLY ELI LILLY & CO4.1K shares-6.23%2025-12-312026-01-30 GDX VANECK ETF TRUST47.4K shares-0.08%2025-12-312026-01-30 VCIT VANGUARD SCOTTSDALE FDS47.4K shares34.95%2025-12-312026-01-30 FLRN SPDR SERIES TRUST123.2K shares7.43%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS11.5K shares0.70%2025-12-312026-01-30 COST COSTCO WHSL CORP NEW3.9K shares3.98%2025-12-312026-01-30 PG PROCTER AND GAMBLE CO21.9K shares-0.39%2025-12-312026-01-30 ACWI ISHARES TR21.5K shares0.74%2025-12-312026-01-30 ABBV ABBVIE INC12.7K shares-0.21%2025-12-312026-01-30 TMO THERMO FISHER SCIENTIFIC INC4.9K shares-1.50%2025-12-312026-01-30 USMV ISHARES TR30.1K shares-1.83%2025-12-312026-01-30 WM WASTE MGMT INC DEL12.4K shares-1.12%2025-12-312026-01-30 IGSB ISHARES TR49.9K shares0.06%2025-12-312026-01-30 AGG ISHARES TR26.3K shares19.19%2025-12-312026-01-30 CB CHUBB LIMITED7.4K shares-0.23%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX F42.6K shares1.34%2025-12-312026-01-30 ABT ABBOTT LABS17.9K shares2.74%2025-12-312026-01-30 TJX TJX COS INC NEW14.4K shares0.69%2025-12-312026-01-30 PEP PEPSICO INC15.4K shares0.50%2025-12-312026-01-30 GE AEROSPACE GE AEROSPACE7.0K shares0.00%2025-12-312026-01-30 IDXX IDEXX LABS INC3.2K shares-2.19%2025-12-312026-01-30 ADP AUTOMATIC DATA PROCESSING IN7.6K shares0.00%2025-12-312026-01-30 RTX RTX CORPORATION10.6K shares-5.53%2025-12-312026-01-30 VEA VANGUARD TAX-MANAGED FDS31.0K shares0.00%2025-12-312026-01-30 ETH GRAYSCALE ETHEREUM MINI TR E66.0K shares40.93%2025-12-312026-01-30 VCSH VANGUARD SCOTTSDALE FDS23.2K shares-0.26%2025-12-312026-01-30 MCD MCDONALDS CORP5.8K shares1.11%2025-12-312026-01-30 AEM AGNICO EAGLE MINES LTD10.1K shares-14.10%2025-12-312026-01-30 JPST J P MORGAN EXCHANGE TRADED F32.9K shares-1.50%2025-12-312026-01-30 NVDA NVIDIA CORPORATION8.8K shares-14.16%2025-12-312026-01-30 VTIP VANGUARD MALVERN FDS31.6K shares1.35%2025-12-312026-01-30 ALPHABET INC ALPHABET INC4.9K shares-5.15%2025-12-312026-01-30 BROADCOM INC BROADCOM INC4.3K shares11.34%2025-12-312026-01-30 ITW ILLINOIS TOOL WKS INC6.1K shares0.00%2025-12-312026-01-30 VIG VANGUARD SPECIALIZED FUNDS6.7K shares-1.33%2025-12-312026-01-30 CVX CHEVRON CORP NEW9.6K shares-2.58%2025-12-312026-01-30 VEU VANGUARD INTL EQUITY INDEX F19.6K shares0.00%2025-12-312026-01-30 IEFA ISHARES TR15.6K shares0.00%2025-12-312026-01-30 ORCL ORACLE CORP7.0K shares1.26%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS17.2K shares-4.31%2025-12-312026-01-30 GEV GE VERNOVA INC2.0K shares0.00%2025-12-312026-01-30 CSCO CISCO SYS INC15.6K shares0.00%2025-12-312026-01-30 UNP UNION PAC CORP5.1K shares5.18%2025-12-312026-01-30 FBTC FIDELITY WISE ORIGIN BITCOIN15.4K shares11.46%2025-12-312026-01-30 NEE NEXTERA ENERGY INC14.1K shares-5.35%2025-12-312026-01-30 KKR & CO INC KKR & CO INC8.9K shares-5.34%2025-12-312026-01-30 TXN TEXAS INSTRS INC6.5K shares-4.26%2025-12-312026-01-30 CL COLGATE PALMOLIVE CO14.1K shares-0.67%2025-12-312026-01-30 MA MASTERCARD INCORPORATED1.9K shares1.41%2025-12-312026-01-30 UBER UBER TECHNOLOGIES INC13.5K shares18.55%2025-12-312026-01-30 CTA SIMPLIFY EXCHANGE TRADED FUN40.3K shares-26.84%2025-12-312026-01-30 XLK SELECT SECTOR SPDR TR7.6K shares100.00%2025-12-312026-01-30 INDB INDEPENDENT BK CORP MASS14.9K shares-1.51%2025-12-312026-01-30 LOW LOWES COS INC4.5K shares0.00%2025-12-312026-01-30 MUB ISHARES TR10.1K shares102.41%2025-12-312026-01-30 VGK VANGUARD INTL EQUITY INDEX F12.5K shares0.00%2025-12-312026-01-30 KLAC KLA CORP841 shares0.00%2025-12-312026-01-30 JMST J P MORGAN EXCHANGE TRADED F19.7K shares262.25%2025-12-312026-01-30 LINDE PLC LINDE PLC2.3K shares-2.14%2025-12-312026-01-30 MCK MCKESSON CORP1.2K shares0.00%2025-12-312026-01-30 DIS DISNEY WALT CO8.3K shares13.67%2025-12-312026-01-30 GBTC GRAYSCALE BITCOIN TRUST ETF13.7K shares-5.67%2025-12-312026-01-30 VXF VANGUARD INDEX FDS4.4K shares0.00%2025-12-312026-01-30 MMM 3M CO5.7K shares0.00%2025-12-312026-01-30 EMR EMERSON ELEC CO6.8K shares2.26%2025-12-312026-01-30 PI IMPINJ INC5.0K shares0.00%2025-12-312026-01-30 AZN ASTRAZENECA PLC9.4K shares1.94%2025-12-312026-01-30 KO COCA COLA CO12.2K shares0.00%2025-12-312026-01-30 ETHE GRAYSCALE ETHEREUM TRUST ETF33.0K shares-5.99%2025-12-312026-01-30 NFLX NETFLIX INC8.3K shares1626.14%2025-12-312026-01-30 SHV ISHARES TR7.1K shares10.13%2025-12-312026-01-30 AXP AMERICAN EXPRESS CO2.1K shares1.21%2025-12-312026-01-30 TRV TRAVELERS COMPANIES INC2.7K shares0.00%2025-12-312026-01-30 CRM SALESFORCE INC2.9K shares1.40%2025-12-312026-01-30 ACWX ISHARES TR11.3K shares0.00%2025-12-312026-01-30 PFE PFIZER INC30.4K shares-3.18%2025-12-312026-01-30 MNST MONSTER BEVERAGE CORP NEW9.7K shares0.00%2025-12-312026-01-30 AXSM AXSOME THERAPEUTICS INC4.0K shares0.00%2025-12-312026-01-30 SUSL ISHARES TR6.0K shares0.00%2025-12-312026-01-30 MMC MARSH & MCLENNAN COS INC3.8K shares-0.10%2025-12-312026-01-30 KOD KODIAK SCIENCES INC25.0K shares0.00%2025-12-312026-01-30 XLV SELECT SECTOR SPDR TR4.4K shares-9.19%2025-12-312026-01-30 IVV ISHARES TR992 shares5.20%2025-12-312026-01-30 TMUS T-MOBILE US INC3.3K shares-52.10%2025-12-312026-01-30 WSM WILLIAMS SONOMA INC3.6K shares-2.10%2025-12-312026-01-30 HON HONEYWELL INTL INC3.2K shares0.00%2025-12-312026-01-30 ADBE ADOBE INC1.8K shares0.57%2025-12-312026-01-30 STT STATE STR CORP4.8K shares0.00%2025-12-312026-01-30 MDLZ MONDELEZ INTL INC11.4K shares-7.31%2025-12-312026-01-30 GDLC GRAYSCALE COINDESK CRYPTO14.6K shares109.80%2025-12-312026-01-30 ARES ARES MANAGEMENT CORPORATION3.7K shares-1.90%2025-12-312026-01-30 SHEL SHELL PLC8.0K shares-3.05%2025-12-312026-01-30 BMY BRISTOL-MYERS SQUIBB CO10.8K shares-2.53%2025-12-312026-01-30 IWF ISHARES TR1.2K shares0.00%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS7.7K shares-3.31%2025-12-312026-01-30 GS GOLDMAN SACHS GROUP INC644 shares0.00%2025-12-312026-01-30 HUBBELL INC HUBBELL INC1.2K shares-1.71%2025-12-312026-01-30 AMP AMERIPRISE FINL INC1.1K shares0.00%2025-12-312026-01-30 DHR DANAHER CORPORATION2.3K shares0.00%2025-12-312026-01-30 IEMG ISHARES INC7.7K shares0.00%2025-12-312026-01-30 FTSM FIRST TR EXCHANGE-TRADED FD8.5K shares0.00%2025-12-312026-01-30 XLE SELECT SECTOR SPDR TR11.4K shares89.82%2025-12-312026-01-30 CEG CONSTELLATION ENERGY CORP1.4K shares2.79%2025-12-312026-01-30 EFAV ISHARES TR5.8K shares1.11%2025-12-312026-01-30 XLF SELECT SECTOR SPDR TR9.1K shares0.00%2025-12-312026-01-30 TDIV FIRST TR EXCHANGE TRADED FD5.0K shares0.00%2025-12-312026-01-30 HIG HARTFORD INSURANCE GROUP INC3.5K shares0.00%2025-12-312026-01-30 NXPI NXP SEMICONDUCTORS N V2.2K shares0.00%2025-12-312026-01-30 RNR RENAISSANCERE HLDGS LTD1.7K shares-30.08%2025-12-312026-01-30 IJH ISHARES TR7.1K shares0.00%2025-12-312026-01-30 VGSH VANGUARD SCOTTSDALE FDS7.9K shares12.04%2025-12-312026-01-30 ORLY OREILLY AUTOMOTIVE INC5.0K shares0.00%2025-12-312026-01-30 ISRG INTUITIVE SURGICAL INC785 shares21.71%2025-12-312026-01-30 UNM UNUM GROUP5.7K shares-1.88%2025-12-312026-01-30 EEMV ISHARES INC6.9K shares-3.91%2025-12-312026-01-30 FDX FEDEX CORP1.5K shares0.00%2025-12-312026-01-30 VGIT VANGUARD SCOTTSDALE FDS7.0K shares-2.10%2025-12-312026-01-30 INTC INTEL CORP11.1K shares0.00%2025-12-312026-01-30 PH PARKER-HANNIFIN CORP464 shares0.00%2025-12-312026-01-30 ECL ECOLAB INC1.5K shares0.00%2025-12-312026-01-30 URI UNITED RENTALS INC500 shares0.00%2025-12-312026-01-30 NUE NUCOR CORP2.5K shares0.00%2025-12-312026-01-30 SLV ISHARES SILVER TR6.1K shares0.00%2025-12-312026-01-30 IEI ISHARES TR3.2K shares0.00%2025-12-312026-01-30 PSX PHILLIPS 663.0K shares0.00%2025-12-312026-01-30 XYL XYLEM INC2.8K shares0.00%2025-12-312026-01-30 RSG REPUBLIC SVCS INC1.8K shares0.00%2025-12-312026-01-30 CHKP CHECK POINT SOFTWARE TECH LT2.0K shares-20.45%2025-12-312026-01-30 AFL AFLAC INC3.4K shares0.00%2025-12-312026-01-30 LMT LOCKHEED MARTIN CORP748 shares0.00%2025-12-312026-01-30 BABA ALIBABA GROUP HLDG LTD2.4K shares1.46%2025-12-312026-01-30 MELI MERCADOLIBRE INC175 shares0.00%2025-12-312026-01-30 XLY SELECT SECTOR SPDR TR2.9K shares100.00%2025-12-312026-01-30 COP CONOCOPHILLIPS3.7K shares-0.27%2025-12-312026-01-30 XBI SPDR SERIES TRUST2.8K shares0.00%2025-12-312026-01-30 FSK FS KKR CAP CORP22.6K shares-4.24%2025-12-312026-01-30 XNTK SPDR SERIES TRUST1.2K shares-25.00%2025-12-312026-01-30 QARP DBX ETF TR5.6K shares-2.46%2025-12-312026-01-30 EASG DBX ETF TR9.2K shares1.10%2025-12-312026-01-30 IGM ISHARES TR2.5K shares0.00%2025-12-312026-01-30 MS MORGAN STANLEY1.7K shares0.00%2025-12-312026-01-30 ALL ALLSTATE CORP1.4K shares6.89%2025-12-312026-01-30 IJR ISHARES TR2.4K shares0.00%2025-12-312026-01-30 AMGN AMGEN INC898 shares0.00%2025-12-312026-01-30 WMB WILLIAMS COS INC4.8K shares8.40%2025-12-312026-01-30 TSLA TESLA INC644 sharesnew addition2025-12-312026-01-30 SYK STRYKER CORPORATION810 shares0.00%2025-12-312026-01-30 KMB KIMBERLY-CLARK CORP2.7K shares0.00%2025-12-312026-01-30 VRTX VERTEX PHARMACEUTICALS INC605 shares0.00%2025-12-312026-01-30 CHD CHURCH & DWIGHT CO INC3.2K shares0.00%2025-12-312026-01-30 TOST TOAST INC7.5K shares0.00%2025-12-312026-01-30 SHW SHERWIN WILLIAMS CO821 shares0.00%2025-12-312026-01-30 LDEM ISHARES TR4.6K shares-8.43%2025-12-312026-01-30 CTSH COGNIZANT TECHNOLOGY SOLUTIO3.2K shares0.00%2025-12-312026-01-30 WFC WELLS FARGO CO NEW2.8K shares4.81%2025-12-312026-01-30 XLC SELECT SECTOR SPDR TR2.2K shares0.00%2025-12-312026-01-30 HXL HEXCEL CORP NEW3.5K shares0.00%2025-12-312026-01-30 QCOM QUALCOMM INC1.5K shares0.00%2025-12-312026-01-30 INTU INTUIT388 shares0.00%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC778 shares-23.80%2025-12-312026-01-30 ROK ROCKWELL AUTOMATION INC660 shares0.00%2025-12-312026-01-30 KOMP SPDR SERIES TRUST4.1K shares9.35%2025-12-312026-01-30 CPNG COUPANG INC10.3K shares1.62%2025-12-312026-01-30 TXT TEXTRON INC2.8K shares0.00%2025-12-312026-01-30 CMI CUMMINS INC465 sharesnew addition2025-12-312026-01-30 DELL DELL TECHNOLOGIES INC1.9K shares0.00%2025-12-312026-01-30 CENCORA INC CENCORA INC700 sharesnew addition2025-12-312026-01-30 XLU SELECT SECTOR SPDR TR5.5K shares60.57%2025-12-312026-01-30 CRWD CROWDSTRIKE HLDGS INC500 shares0.00%2025-12-312026-01-30 AEP AMERICAN ELEC PWR CO INC2.0K shares0.00%2025-12-312026-01-30 PAYX PAYCHEX INC2.0K shares0.00%2025-12-312026-01-30 VGT VANGUARD WORLD FD300 shares0.00%2025-12-312026-01-30 BDYN BLACKROCK ETF TRUST8.6K shares0.00%2025-12-312026-01-30 PWR QUANTA SVCS INC521 shares6.33%2025-12-312026-01-30 MHK MOHAWK INDS INC2.0K shares0.00%2025-12-312026-01-30 TTMI TTM TECHNOLOGIES INC3.1K sharesnew addition2025-12-312026-01-30 MO ALTRIA GROUP INC3.6K shares0.00%2025-12-312026-01-30 VERASTEM INC VERASTEM INC26.2K shares0.00%2025-12-312026-01-30 CPSH CPS TECHNOLOGIES CORP43.9K sharesnew addition2025-12-312026-01-30 COTY COTY INC20.0K sharesnew addition2025-12-312026-01-30 NIO NIO INC10.0K shares0.00%2025-12-312026-01-30 EDIT EDITAS MEDICINE INC12.5K shares0.00%2025-12-312026-01-30 FUBO FUBOTV INC10.0K sharesnew addition2025-12-312026-01-30 ABTC AMERICAN BITCOIN CORP.10.0K sharesnew addition2025-12-312026-01-30 TCRX TSCAN THERAPEUTICS INC10.0K shares0.00%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available