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Aries Wealth Management

Q4 2023 · 13F-HR

Aries Wealth Managementholdings as filed

Filed 2024-01-10 · accession 0001085146-24-000167

$280.4M
Reported value
201
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$18.3M6.52%94,936CommonNONE
594918104MSFTMICROSOFT CORP$13.3M4.74%35,374CommonNONE
922908751VBVANGUARD INDEX FDS$9.5M3.39%44,515CommonNONE
922908736VUGVANGUARD INDEX FDS$9.1M3.24%29,190CommonNONE
922908629VOVANGUARD INDEX FDS$8.8M3.15%37,956CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7.4M2.63%15,540CommonNONE
78464A763SDYSPDR SER TR$6.9M2.46%55,114CommonNONE
023135106AMZNAMAZON COM INC$6.3M2.24%41,397CommonNONE
464287465EFAISHARES TR$6.1M2.16%80,384CommonNONE
149123101CATCATERPILLAR INC$5.4M1.91%18,128CommonNONE
437076102HDHOME DEPOT INC$5.1M1.81%14,663CommonNONE
30231G102XOMEXXON MOBIL CORP$4.9M1.74%48,681CommonNONE
478160104JNJJOHNSON & JOHNSON$4.8M1.71%30,675CommonNONE
97717X669DGRWWISDOMTREE TR$3.9M1.38%55,249CommonNONE
02079K305GOOGLALPHABET INC$3.9M1.38%27,643CommonNONE
92826C839VVISA INC$3.6M1.27%13,637CommonNONE
46432F339QUALISHARES TR$3.5M1.26%23,938CommonNONE
58933Y105MRKMERCK & CO INC$3.3M1.18%30,471CommonNONE
30303M102METAMETA PLATFORMS INC$3.3M1.17%9,245CommonNONE
464288646IGSBISHARES TR$3.2M1.16%63,296CommonNONE
931142103WMTWALMART INC$3.2M1.14%20,272CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.1M1.10%18,197CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.1M1.09%20,924CommonNONE
464287689IWVISHARES TR$3.0M1.06%10,883CommonNONE
46429B697USMVISHARES TR$2.9M1.02%36,633CommonNONE
713448108PEPPEPSICO INC$2.7M0.97%16,024CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.6M0.94%4,941CommonNONE
46138E727PXHINVESCO EXCH TRADED FD TR II$2.6M0.93%135,984CommonNONE
464287234EEMISHARES TR$2.5M0.90%62,759CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.87%3,717CommonNONE
78463V107GLDSPDR GOLD TR$2.4M0.87%12,765CommonNONE
78468R200FLRNSPDR SER TR$2.4M0.86%78,878CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.3M0.83%8,913CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.75%3,984CommonNONE
00287Y109ABBVABBVIE INC$2.0M0.72%13,078CommonNONE
532457108LLYELI LILLY & CO$2.0M0.71%3,433CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.9M0.69%24,931CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.9M0.68%11,637CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.9M0.66%10,919CommonNONE
464288257ACWIISHARES TR$1.9M0.66%18,201CommonNONE
580135101MCDMCDONALDS CORP$1.8M0.66%6,199CommonNONE
922908363VOOVANGUARD INDEX FDS$1.8M0.64%4,119CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.60%4,703CommonNONE
002824100ABTABBOTT LABS$1.7M0.60%15,227CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.7M0.59%34,800CommonNONE
H1467J104CBCHUBB LIMITED$1.7M0.59%7,338CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.7M0.59%40,159CommonNONE
166764100CVXCHEVRON CORP NEW$1.6M0.59%11,036CommonNONE
45168D104IDXXIDEXX LABS INC$1.6M0.57%2,858CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.6M0.56%4,490CommonNONE
922908744VTVVANGUARD INDEX FDS$1.5M0.55%10,320CommonNONE
94106L109WMWASTE MGMT INC DEL$1.5M0.54%8,462CommonNONE
89531P105TREXTREX CO INC$1.4M0.51%17,200CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.4M0.51%29,935CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.4M0.50%27,720CommonNONE
654106103NKENIKE INC$1.4M0.49%12,618CommonNONE
46429B689EFAVISHARES TR$1.3M0.48%19,371CommonNONE
92189F106GDXVANECK ETF TRUST$1.3M0.47%42,482CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.3M0.47%5,609CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.3M0.46%16,695CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.3M0.46%22,865CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.2M0.44%15,485CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.2M0.44%23,845CommonNONE
125523100CITHE CIGNA GROUP$1.2M0.43%4,004CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.42%23,420CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.40%5,895CommonNONE
872590104TMUST-MOBILE US INC$1.1M0.40%6,954CommonNONE
907818108UNPUNION PAC CORP$1.1M0.39%4,459CommonNONE
872540109TJXTJX COS INC NEW$1.1M0.39%11,519CommonNONE
882508104TXNTEXAS INSTRS INC$1.1M0.38%6,227CommonNONE
922908769VTIVANGUARD INDEX FDS$1.1M0.37%4,429CommonNONE
453836108INDBINDEPENDENT BK CORP MASS$1.0M0.37%15,890CommonNONE
717081103PFEPFIZER INC$1.0M0.37%36,321CommonNONE
09247X101BLKCHFBLACKROCK INC$1.0M0.36%1,236CommonNONE
548661107LOWLOWES COS INC$996,8010.36%4,479CommonNONE
46138E743PXFINVESCO EXCH TRADED FD TR II$950,7670.34%20,061CommonNONE
75513E101RTXRTX CORPORATION$941,7790.34%11,193CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$927,9520.33%39,320CommonNONE
191216100KOCOCA COLA CO$917,3040.33%15,566CommonNONE
369604301GEGENERAL ELECTRIC CO$896,9840.32%7,028CommonNONE
464288679SHVISHARES TR$845,6880.30%7,679CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$811,5970.29%5,951CommonNONE
G54950103LINLINDE PLC$809,9200.29%1,972CommonNONE
65339F101NEENEXTERA ENERGY INC$805,5950.29%13,263CommonNONE
458140100INTCINTEL CORP$793,7490.28%15,796CommonNONE
438516106HONHONEYWELL INTL INC$789,9780.28%3,767CommonNONE
254687106DISDISNEY WALT CO$785,1620.28%8,696CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$773,7600.28%12,000CommonNONE
291011104EMREMERSON ELEC CO$766,8630.27%7,879CommonNONE
31428X106FDXFEDEX CORP$752,0800.27%2,973CommonNONE
48251W104KKRKKR & CO INC$750,6210.27%9,060CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$733,9260.26%3,813CommonNONE
046353108AZNNASTRAZENECA PLC$705,1550.25%10,470CommonNONE
46436E866ISHARES TR$691,8120.25%29,717CommonNONE
33939L860QDFFLEXSHARES TR$688,0900.25%11,183CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$685,3250.24%4,343CommonNONE
21036P108STZCONSTELLATION BRANDS INC$684,3940.24%2,831CommonNONE
025816109AXPAMERICAN EXPRESS CO$683,6040.24%3,649CommonNONE
464287457SHYISHARES TR$677,8970.24%8,263CommonNONE
88579Y101MMM3M CO$649,1420.23%5,938CommonNONE
855244109SBUXSTARBUCKS CORP$642,1150.23%6,688CommonNONE
67066G104NVDANVIDIA CORPORATION$638,3390.23%1,289CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$637,1380.23%11,616CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$621,2590.22%8,625CommonNONE
20030N101CMCSACOMCAST CORP NEW$613,5930.22%13,993CommonNONE
921937835BNDVANGUARD BD INDEX FDS$612,2300.22%8,324CommonNONE
02079K107GOOGALPHABET INC$594,3020.21%4,217CommonNONE
464286533EEMVISHARES INC$579,4150.21%10,423CommonNONE
464287614IWFISHARES TR$572,6880.20%1,889CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$558,8170.20%9,700CommonNONE
235851102DHRDANAHER CORPORATION$555,9100.20%2,403CommonNONE
58155Q103MCKMCKESSON CORP$555,5760.20%1,200CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$544,4200.19%2,858CommonNONE
464288414MUBISHARES TR$539,8820.19%4,980CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$536,9400.19%9,000CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$528,6900.19%2,449CommonNONE
891160509TDTORONTO DOMINION BK ONT$527,9450.19%8,170CommonNONE
464287200IVVISHARES TR$527,7810.19%1,105CommonNONE
57636Q104MAMASTERCARD INCORPORATED$510,1060.18%1,196CommonNONE
453204109PIIMPINJ INC$506,8690.18%5,630CommonNONE
89151E109TTENTOTALENERGIES SE$496,7250.18%7,372CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$494,1640.18%7,803CommonNONE
46090E103QQQINVESCO QQQ TR$478,7290.17%1,169CommonNONE
302635206FSKFS KKR CAP CORP$476,5840.17%23,865CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$470,4000.17%2,400CommonNONE
020002101ALLALLSTATE CORP$466,8330.17%3,335CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$459,3600.16%2,000CommonNONE
609207105MDLZMONDELEZ INTL INC$454,2090.16%6,271CommonNONE
74340W103PLDPROLOGIS INC.$450,1540.16%3,377CommonNONE
670346105NUENUCOR CORP$427,2680.15%2,455CommonNONE
857477103STTSTATE STR CORP$408,9110.15%5,279CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$396,6300.14%3,005CommonNONE
718546104PSXPHILLIPS 66$394,4940.14%2,963CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$394,3000.14%6,647CommonNONE
126650100CVSCVS HEALTH CORP$386,4300.14%4,894CommonNONE
494368103KMBKIMBERLY-CLARK CORP$380,5690.14%3,132CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$378,0300.13%10,054CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$361,3710.13%4,446CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$361,0000.13%2,296CommonNONE
464288661IEIISHARES TR$348,4620.12%2,975CommonNONE
780259305SHELSHELL PLC$346,7000.12%5,269CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$343,5660.12%3,014CommonNONE
464286582SCJISHARES INC$343,1750.12%4,765CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$336,3280.12%354CommonNONE
464287549IGMISHARES TR$329,4120.12%735CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$318,8730.11%2,087CommonNONE
05464T104AXSMAXSOME THERAPEUTICS INC$318,3600.11%4,000CommonNONE
G5960L103MDTMEDTRONIC PLC$317,4930.11%3,854CommonNONE
904767704UNILEVER PLC$316,5260.11%6,529CommonNONE
278865100ECLECOLAB INC$312,4010.11%1,575CommonNONE
00724F101ADBEADOBE INC$309,0390.11%518CommonNONE
68389X105ORCLORACLE CORP$306,5900.11%2,908CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$300,8900.11%3,182CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$297,5130.11%3,939CommonNONE
773122106ROCKET LAB USA INC$295,4350.11%53,424CommonNONE
428291108HXLHEXCEL CORP NEW$295,0000.11%4,000CommonNONE
464287804IJRISHARES TR$291,1930.10%2,690CommonNONE
824348106SHWSHERWIN WILLIAMS CO$290,6910.10%932CommonNONE
20825C104COPCONOCOPHILLIPS$289,0140.10%2,490CommonNONE
88339J105TTDTHE TRADE DESK INC$287,8400.10%4,000CommonNONE
911363109URIUNITED RENTALS INC$286,7100.10%500CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$277,7930.10%3,456CommonNONE
233051242QARPDBX ETF TR$275,3300.10%6,154CommonNONE
806857108SLBSCHLUMBERGER LTD$273,5740.10%5,257CommonNONE
25243Q205DEODIAGEO PLC$270,3450.10%1,856CommonNONE
78464A102XNTKSPDR SER TR$262,6320.09%1,600CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$259,3700.09%8,040CommonNONE
075887109BDXBECTON DICKINSON & CO$256,9970.09%1,054CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$248,4360.09%644CommonNONE
539830109LMTLOCKHEED MARTIN CORP$247,9220.09%547CommonNONE
863667101SYKSTRYKER CORPORATION$247,0550.09%825CommonNONE
464288240ACWXISHARES TR$246,7270.09%4,834CommonNONE
704326107PAYXPAYCHEX INC$242,8650.09%2,039CommonNONE
747525103QCOMQUALCOMM INC$242,8340.09%1,679CommonNONE
464285204IAUISHARES GOLD TR$240,6200.09%6,165CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$239,4270.09%1,339CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$236,7000.08%2,000CommonNONE
64110L106NFLXNETFLIX INC$234,6760.08%482CommonNONE
88160R101TSLATESLA INC$230,3410.08%927CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$228,2200.08%1,777CommonNONE
773903109ROKROCKWELL AUTOMATION INC$227,5820.08%733CommonNONE
98978V103ZTSZOETIS INC$227,5680.08%1,153CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$224,3370.08%3,846CommonNONE
98419M100XYLXYLEM INC$223,9170.08%1,958CommonNONE
760759100RSGREPUBLIC SVCS INC$222,9580.08%1,352CommonNONE
883203101TXTTEXTRON INC$222,8440.08%2,771CommonNONE
370334104GISGENERAL MLS INC$218,3490.08%3,352CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$216,0120.08%3,760CommonNONE
G29183103ETNEATON CORP PLC$215,0520.08%893CommonNONE
372460105GPCGENUINE PARTS CO$204,5650.07%1,477CommonNONE
852234103XYZBLOCK INC$201,1100.07%2,600CommonNONE
464288224ICLNISHARES TR$177,4980.06%11,400CommonNONE
92337C203VSTMVERASTEM INC$106,4790.04%13,081CommonNONE
85859N102STEM INC$97,0000.03%25,000CommonNONE
89854M101TCRXTSCAN THERAPEUTICS INC$58,3000.02%10,000CommonNONE
35953D104FUBOGBPFUBOTV INC$31,8000.01%10,000CommonNONE
34380C102IDIEURFLUENT INC$29,4800.01%44,000CommonNONE
81750R102MCRB1EURSERES THERAPEUTICS INC$16,8000.01%12,000CommonNONE
590717104MESOBLAST LTD$11,0000.00%10,000CommonNONE
34962G109TOCAEURFORTE BIOSCIENCES INC$10,6820.00%13,000CommonNONE
44951Y110HYZON MOTORS INC$2240.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.