The Analysis of Aries Wealth Management's Holdings

Currently, Aries Wealth Management holds 231 types of securities in its portfolio with a total value $422.6M. In the most recent quarter, they have increased their positions in SPY (+5.0K shares, valued at $3.3M), EFA (+12.2K shares, valued at $1.1M), VTV (+2.8K shares, valued at $530.4K); decreased their positions in NVDA (-1.3K shares, valued at $233.2K), META (-262 shares, valued at $192.4K), AAPL (-742 shares, valued at $188.9K); initiated new positions in GDLC (+7.0K shares, valued at $389.0K), JMST (+5.4K shares, valued at $277.1K), MHK (+2.0K shares, valued at $257.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC87.7K shares-0.84%2025-09-302025-11-10

MSFT MICROSOFT CORP35.6K shares0.95%2025-09-302025-11-10

VUG VANGUARD INDEX FDS38.0K shares0.10%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR24.3K shares25.74%2025-09-302025-11-10

EFA ISHARES TR156.5K shares8.45%2025-09-302025-11-10

VB VANGUARD INDEX FDS52.1K shares3.71%2025-09-302025-11-10

VO VANGUARD INDEX FDS41.1K shares0.93%2025-09-302025-11-10

AMZN AMAZON COM INC42.8K shares0.16%2025-09-302025-11-10

Sponsored

CAT CATERPILLAR INC18.0K shares0.46%2025-09-302025-11-10

GOOGL ALPHABET INC32.7K shares-0.22%2025-09-302025-11-10

EEM ISHARES TR146.5K shares6.17%2025-09-302025-11-10

SDY SPDR SERIES TRUST51.4K shares0.00%2025-09-302025-11-10

META META PLATFORMS INC9.6K shares-2.67%2025-09-302025-11-10

VTV VANGUARD INDEX FDS34.8K shares8.91%2025-09-302025-11-10

HD HOME DEPOT INC15.1K shares1.10%2025-09-302025-11-10

IWV ISHARES TR15.3K shares0.00%2025-09-302025-11-10

Sponsored

JPM JPMORGAN CHASE & CO.17.6K shares1.87%2025-09-302025-11-10

WMT WALMART INC53.7K shares0.13%2025-09-302025-11-10

PXH INVESCO EXCH TRADED FD TR II204.3K shares-0.32%2025-09-302025-11-10

XOM EXXON MOBIL CORP44.6K shares0.00%2025-09-302025-11-10

GLD SPDR GOLD TR14.0K shares0.74%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON25.5K shares-0.55%2025-09-302025-11-10

QUAL ISHARES TR24.3K shares-0.20%2025-09-302025-11-10

VTI VANGUARD INDEX FDS14.1K shares0.53%2025-09-302025-11-10

Sponsored

DGRW WISDOMTREE TR51.4K shares-0.39%2025-09-302025-11-10

V VISA INC13.3K shares1.38%2025-09-302025-11-10

GDX VANECK ETF TRUST47.4K shares-0.67%2025-09-302025-11-10

FLRN SPDR SERIES TRUST114.6K shares3.29%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW3.8K shares5.72%2025-09-302025-11-10

SHY ISHARES TR41.8K shares6.04%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO22.0K shares-0.20%2025-09-302025-11-10

LLY ELI LILLY & CO4.4K shares5.86%2025-09-302025-11-10

Sponsored

IBM INTERNATIONAL BUSINESS MACHS11.4K shares0.00%2025-09-302025-11-10

ACWI ISHARES TR21.4K shares1.46%2025-09-302025-11-10

VCIT VANGUARD SCOTTSDALE FDS35.1K shares0.07%2025-09-302025-11-10

ABBV ABBVIE INC12.8K shares-3.11%2025-09-302025-11-10

USMV ISHARES TR30.6K shares-5.18%2025-09-302025-11-10

WM WASTE MGMT INC DEL12.5K shares1.01%2025-09-302025-11-10

IGSB ISHARES TR49.9K shares0.96%2025-09-302025-11-10

TMO THERMO FISHER SCIENTIFIC INC5.0K shares-1.69%2025-09-302025-11-10

Sponsored

ABT ABBOTT LABS17.4K shares-0.01%2025-09-302025-11-10

VOO VANGUARD INDEX FDS3.8K shares2.70%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F42.0K shares7.27%2025-09-302025-11-10

ADP AUTOMATIC DATA PROCESSING IN7.6K shares-0.01%2025-09-302025-11-10

AGG ISHARES TR22.0K shares2.56%2025-09-302025-11-10

MRK MERCK & CO INC26.0K shares-0.57%2025-09-302025-11-10

PEP PEPSICO INC15.3K shares0.00%2025-09-302025-11-10

GE GE AEROSPACE7.0K shares0.00%2025-09-302025-11-10

Sponsored

QQQ INVESCO QQQ TR3.5K shares0.00%2025-09-302025-11-10

CB CHUBB LIMITED7.4K shares0.00%2025-09-302025-11-10

IDXX IDEXX LABS INC3.2K shares2.40%2025-09-302025-11-10

TJX TJX COS INC NEW14.4K shares0.00%2025-09-302025-11-10

AEM AGNICO EAGLE MINES LTD11.7K shares0.00%2025-09-302025-11-10

ORCL ORACLE CORP6.9K shares0.00%2025-09-302025-11-10

NVDA NVIDIA CORPORATION10.2K shares-10.88%2025-09-302025-11-10

BTC GRAYSCALE BITCOIN MINI TR ET37.5K shares8.18%2025-09-302025-11-10

Sponsored

BLK BLACKROCK INC1.6K shares4.91%2025-09-302025-11-10

RTX RTX CORPORATION11.3K shares4.63%2025-09-302025-11-10

VCSH VANGUARD SCOTTSDALE FDS23.2K shares0.00%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS31.0K shares0.00%2025-09-302025-11-10

ETH GRAYSCALE ETHEREUM MINI TR E46.8K shares9.72%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL3.5K shares6.68%2025-09-302025-11-10

MCD MCDONALDS CORP5.7K shares0.00%2025-09-302025-11-10

JPST J P MORGAN EXCHANGE TRADED F33.4K shares4.59%2025-09-302025-11-10

Sponsored

TMUS T-MOBILE US INC6.8K shares0.00%2025-09-302025-11-10

ITW ILLINOIS TOOL WKS INC6.1K shares-0.02%2025-09-302025-11-10

VTIP VANGUARD MALVERN FDS31.1K shares2.64%2025-09-302025-11-10

CTA SIMPLIFY EXCHANGE TRADED FUN55.1K shares-0.70%2025-09-302025-11-10

CVX CHEVRON CORP NEW9.9K shares6.58%2025-09-302025-11-10

ACN ACCENTURE PLC IRELAND6.1K shares-1.40%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS6.8K shares-0.15%2025-09-302025-11-10

PXF INVESCO EXCH TRADED FD TR II23.4K shares-0.81%2025-09-302025-11-10

Sponsored

BSV VANGUARD BD INDEX FDS17.9K shares-0.19%2025-09-302025-11-10

VEU VANGUARD INTL EQUITY INDEX F19.6K shares-4.74%2025-09-302025-11-10

FBTC FIDELITY WISE ORIGIN BITCOIN13.8K shares4.26%2025-09-302025-11-10

IEFA ISHARES TR15.6K shares0.00%2025-09-302025-11-10

GBTC GRAYSCALE BITCOIN TRUST ETF14.5K shares0.00%2025-09-302025-11-10

AVGO BROADCOM INC3.9K shares-12.44%2025-09-302025-11-10

GOOG ALPHABET INC5.1K shares1.68%2025-09-302025-11-10

TXN TEXAS INSTRS INC6.8K shares6.93%2025-09-302025-11-10

Sponsored

GEV GE VERNOVA INC2.0K shares0.00%2025-09-302025-11-10

KKR KKR & CO INC9.4K shares-0.43%2025-09-302025-11-10

ETHE GRAYSCALE ETHEREUM TRUST ETF35.1K shares-0.61%2025-09-302025-11-10

UNP UNION PAC CORP4.8K shares0.67%2025-09-302025-11-10

RSP INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2025-09-302025-11-10

LIN LINDE PLC2.4K shares0.00%2025-09-302025-11-10

CL COLGATE PALMOLIVE CO14.2K shares2.05%2025-09-302025-11-10

LOW LOWES COS INC4.5K shares0.00%2025-09-302025-11-10

Sponsored

NEE NEXTERA ENERGY INC14.9K shares-2.65%2025-09-302025-11-10

RKLB ROCKET LAB CORP23.4K shares-5.14%2025-09-302025-11-10

UBER UBER TECHNOLOGIES INC11.4K shares1.13%2025-09-302025-11-10

CI THE CIGNA GROUP3.8K shares0.00%2025-09-302025-11-10

MA MASTERCARD INCORPORATED1.9K shares-0.78%2025-09-302025-11-10

XLK SELECT SECTOR SPDR TR3.8K shares0.00%2025-09-302025-11-10

CSCO CISCO SYS INC15.6K shares0.00%2025-09-302025-11-10

INDB INDEPENDENT BK CORP MASS15.1K shares0.00%2025-09-302025-11-10

Sponsored

VGK VANGUARD INTL EQUITY INDEX F12.5K shares0.00%2025-09-302025-11-10

MCK MCKESSON CORP1.2K shares0.00%2025-09-302025-11-10

VXF VANGUARD INDEX FDS4.4K shares0.00%2025-09-302025-11-10

KLAC KLA CORP841 shares-0.12%2025-09-302025-11-10

PI IMPINJ INC5.0K shares0.00%2025-09-302025-11-10

MMM 3M CO5.7K shares-0.78%2025-09-302025-11-10

EMR EMERSON ELEC CO6.7K shares-2.20%2025-09-302025-11-10

DIS DISNEY WALT CO7.3K shares0.00%2025-09-302025-11-10

Sponsored

KO COCA COLA CO12.2K shares0.00%2025-09-302025-11-10

PFE PFIZER INC31.4K shares3.29%2025-09-302025-11-10

MMC MARSH & MCLENNAN COS INC3.8K shares-0.10%2025-09-302025-11-10

MDLZ MONDELEZ INTL INC12.2K shares-0.13%2025-09-302025-11-10

ETN EATON CORP PLC2.0K shares0.00%2025-09-302025-11-10

TRV TRAVELERS COMPANIES INC2.7K shares0.00%2025-09-302025-11-10

ACWX ISHARES TR11.3K shares-0.57%2025-09-302025-11-10

WSM WILLIAMS SONOMA INC3.7K shares0.00%2025-09-302025-11-10

Sponsored

AZN ASTRAZENECA PLC9.2K shares-3.14%2025-09-302025-11-10

SHV ISHARES TR6.4K shares1.18%2025-09-302025-11-10

SUSL ISHARES TR6.0K shares0.00%2025-09-302025-11-10

AXP AMERICAN EXPRESS CO2.1K shares0.00%2025-09-302025-11-10

XLV SELECT SECTOR SPDR TR4.9K shares0.00%2025-09-302025-11-10

HON HONEYWELL INTL INC3.2K shares0.00%2025-09-302025-11-10

CRM SALESFORCE INC2.9K shares26.35%2025-09-302025-11-10

MNST MONSTER BEVERAGE CORP NEW9.7K shares0.00%2025-09-302025-11-10

Sponsored

IVV ISHARES TR943 shares0.00%2025-09-302025-11-10

ADBE ADOBE INC1.8K shares10.85%2025-09-302025-11-10

RNR RENAISSANCERE HLDGS LTD2.4K shares0.00%2025-09-302025-11-10

ARES ARES MANAGEMENT CORPORATION3.8K shares-0.03%2025-09-302025-11-10

BND VANGUARD BD INDEX FDS7.9K shares0.00%2025-09-302025-11-10

SHEL SHELL PLC8.2K shares-9.35%2025-09-302025-11-10

NFLX NETFLIX INC482 shares0.00%2025-09-302025-11-10

IWF ISHARES TR1.2K shares0.00%2025-09-302025-11-10

Sponsored

STT STATE STR CORP4.8K shares0.00%2025-09-302025-11-10

IAU ISHARES GOLD TR7.5K shares10.38%2025-09-302025-11-10

XLE SELECT SECTOR SPDR TR6.0K shares-11.12%2025-09-302025-11-10

ORLY OREILLY AUTOMOTIVE INC5.0K shares0.00%2025-09-302025-11-10

AMP AMERIPRISE FINL INC1.1K shares-0.09%2025-09-302025-11-10

MUB ISHARES TR5.0K shares0.00%2025-09-302025-11-10

HUBB HUBBELL INC1.2K shares-0.08%2025-09-302025-11-10

CHKP CHECK POINT SOFTWARE TECH LT2.5K shares0.00%2025-09-302025-11-10

Sponsored

GS GOLDMAN SACHS GROUP INC644 shares0.00%2025-09-302025-11-10

FTSM FIRST TR EXCHANGE-TRADED FD8.5K shares0.00%2025-09-302025-11-10

IEMG ISHARES INC7.7K shares0.00%2025-09-302025-11-10

BMY BRISTOL-MYERS SQUIBB CO11.1K shares-19.07%2025-09-302025-11-10

NXPI NXP SEMICONDUCTORS N V2.2K shares0.00%2025-09-302025-11-10

XLF SELECT SECTOR SPDR TR9.1K shares0.00%2025-09-302025-11-10

TDIV FIRST TR EXCHANGE TRADED FD5.0K shares0.00%2025-09-302025-11-10

EFAV ISHARES TR5.8K shares0.00%2025-09-302025-11-10

Sponsored

AXSM AXSOME THERAPEUTICS INC4.0K shares0.00%2025-09-302025-11-10

URI UNITED RENTALS INC500 shares0.00%2025-09-302025-11-10

IJH ISHARES TR7.1K shares0.00%2025-09-302025-11-10

HIG HARTFORD INSURANCE GROUP INC3.5K shares0.00%2025-09-302025-11-10

CEG CONSTELLATION ENERGY CORP1.4K shares0.00%2025-09-302025-11-10

EEMV ISHARES INC7.2K shares0.00%2025-09-302025-11-10

TTE TOTALENERGIES SE7.7K shares-2.02%2025-09-302025-11-10

UNM UNUM GROUP5.8K shares0.00%2025-09-302025-11-10

Sponsored

DHR DANAHER CORPORATION2.3K shares-17.27%2025-09-302025-11-10

XNTK SPDR SERIES TRUST1.6K shares0.00%2025-09-302025-11-10

BABA ALIBABA GROUP HLDG LTD2.4K shares18.86%2025-09-302025-11-10

VGIT VANGUARD SCOTTSDALE FDS7.1K shares0.00%2025-09-302025-11-10

ECL ECOLAB INC1.5K shares0.00%2025-09-302025-11-10

VGSH VANGUARD SCOTTSDALE FDS7.0K shares39.09%2025-09-302025-11-10

XYL XYLEM INC2.8K shares0.00%2025-09-302025-11-10

KOD KODIAK SCIENCES INC25.0K shares0.00%2025-09-302025-11-10

Sponsored

MELI MERCADOLIBRE INC175 shares0.00%2025-09-302025-11-10

RSG REPUBLIC SVCS INC1.8K shares0.00%2025-09-302025-11-10

PSX PHILLIPS 663.0K shares0.00%2025-09-302025-11-10

LRCX LAM RESEARCH CORP3.0K shares-6.83%2025-09-302025-11-10

GDLC GRAYSCALE COINDESK CRYPTO7.0K sharesnew addition2025-09-302025-11-10

IEI ISHARES TR3.2K shares0.00%2025-09-302025-11-10

AFL AFLAC INC3.4K shares0.00%2025-09-302025-11-10

INTC INTEL CORP11.1K shares0.00%2025-09-302025-11-10

Sponsored

LMT LOCKHEED MARTIN CORP748 shares0.00%2025-09-302025-11-10

RPG INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2025-09-302025-11-10

FDX FEDEX CORP1.5K shares0.00%2025-09-302025-11-10

UNH UNITEDHEALTH GROUP INC1.0K shares-6.07%2025-09-302025-11-10

FSK FS KKR CAP CORP23.6K shares3.06%2025-09-302025-11-10

PH PARKER-HANNIFIN CORP464 shares0.00%2025-09-302025-11-10

COP CONOCOPHILLIPS3.7K shares-0.03%2025-09-302025-11-10

XLY SELECT SECTOR SPDR TR1.5K shares0.00%2025-09-302025-11-10

Sponsored

KMB KIMBERLY-CLARK CORP2.7K shares0.00%2025-09-302025-11-10

NUE NUCOR CORP2.5K shares0.00%2025-09-302025-11-10

QARP DBX ETF TR5.8K shares-1.01%2025-09-302025-11-10

CPNG COUPANG INC10.2K shares9.90%2025-09-302025-11-10

IGM ISHARES TR2.5K shares0.00%2025-09-302025-11-10

EASG DBX ETF TR9.1K shares0.00%2025-09-302025-11-10

SYK STRYKER CORPORATION810 shares0.00%2025-09-302025-11-10

XLU SELECT SECTOR SPDR TR3.4K shares0.00%2025-09-302025-11-10

Sponsored

LDEM ISHARES TR5.0K shares0.00%2025-09-302025-11-10

IJR ISHARES TR2.4K shares0.00%2025-09-302025-11-10

ALL ALLSTATE CORP1.4K shares0.00%2025-09-302025-11-10

ISRG INTUITIVE SURGICAL INC645 shares26.97%2025-09-302025-11-10

SHW SHERWIN WILLIAMS CO821 shares-0.73%2025-09-302025-11-10

WMB WILLIAMS COS INC4.5K shares0.00%2025-09-302025-11-10

CHD CHURCH & DWIGHT CO INC3.2K shares-9.21%2025-09-302025-11-10

JMST J P MORGAN EXCHANGE TRADED F5.4K sharesnew addition2025-09-302025-11-10

Sponsored

XBI SPDR SERIES TRUST2.8K shares0.00%2025-09-302025-11-10

STZ CONSTELLATION BRANDS INC2.0K shares0.00%2025-09-302025-11-10

TOST TOAST INC7.5K shares0.00%2025-09-302025-11-10

CCI CROWN CASTLE INC2.8K shares0.00%2025-09-302025-11-10

MS MORGAN STANLEY1.7K shares-0.06%2025-09-302025-11-10

DELL DELL TECHNOLOGIES INC1.9K shares0.00%2025-09-302025-11-10

INTU INTUIT388 shares0.00%2025-09-302025-11-10

XLC SELECT SECTOR SPDR TR2.2K shares0.00%2025-09-302025-11-10

Sponsored

PAYX PAYCHEX INC2.0K shares0.00%2025-09-302025-11-10

SLV ISHARES SILVER TR6.1K shares0.00%2025-09-302025-11-10

MHK MOHAWK INDS INC2.0K sharesnew addition2025-09-302025-11-10

AMGN AMGEN INC898 shares0.00%2025-09-302025-11-10

QCOM QUALCOMM INC1.5K shares-10.01%2025-09-302025-11-10

CRWD CROWDSTRIKE HLDGS INC500 shares0.00%2025-09-302025-11-10

VRTX VERTEX PHARMACEUTICALS INC605 shares0.00%2025-09-302025-11-10

MO ALTRIA GROUP INC3.6K shares0.00%2025-09-302025-11-10

Sponsored

TXT TEXTRON INC2.8K shares0.00%2025-09-302025-11-10

KOMP SPDR SERIES TRUST3.7K shares0.00%2025-09-302025-11-10

VSTM VERASTEM INC26.2K shares10.53%2025-09-302025-11-10

ISTB ISHARES TR4.7K sharesnew addition2025-09-302025-11-10

ROK ROCKWELL AUTOMATION INC660 shares0.00%2025-09-302025-11-10

TTD THE TRADE DESK INC4.7K shares0.00%2025-09-302025-11-10

BX BLACKSTONE INC1.3K sharesnew addition2025-09-302025-11-10

GPC GENUINE PARTS CO1.6K sharesnew addition2025-09-302025-11-10

Sponsored

WFC WELLS FARGO CO NEW2.7K shares0.00%2025-09-302025-11-10

ESGD ISHARES TR2.4K sharesnew addition2025-09-302025-11-10

AEP AMERICAN ELEC PWR CO INC2.0K shares0.00%2025-09-302025-11-10

CARR CARRIER GLOBAL CORPORATION3.8K shares0.00%2025-09-302025-11-10

VGT VANGUARD WORLD FD300 sharesnew addition2025-09-302025-11-10

HXL HEXCEL CORP NEW3.5K sharesnew addition2025-09-302025-11-10

DE DEERE & CO479 sharesnew addition2025-09-302025-11-10

BDYN BLACKROCK ETF TRUST8.6K sharesnew addition2025-09-302025-11-10

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO3.2K shares0.00%2025-09-302025-11-10

BWXT BWX TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-11-10

GEHC GE HEALTHCARE TECHNOLOGIES I2.7K sharesnew addition2025-09-302025-11-10

PWR QUANTA SVCS INC490 sharesnew addition2025-09-302025-11-10

NIO NIO INC10.0K sharesnew addition2025-09-302025-11-10

EDIT EDITAS MEDICINE INC12.5K shares-7.41%2025-09-302025-11-10

TCRX TSCAN THERAPEUTICS INC10.0K shares0.00%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available