Aries Wealth Management Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$368.3B
Holdings
226
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (226 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MCKMCKESSON CORP | 1,208 | $813.0M | 0.22% | |
| 102 | XLVSELECT SECTOR SPDR TR | 5,485 | $800.9M | 0.22% | |
| 103 | EMREMERSON ELEC CO | 7,303 | $800.7M | 0.22% | |
| 104 | XLESELECT SECTOR SPDR TR | 8,311 | $776.7M | 0.21% | |
| 105 | PFEPFIZER INC | 30,129 | $763.5M | 0.21% | |
| 106 | VXFVANGUARD INDEX FDS | 4,369 | $752.6M | 0.20% | |
| 107 | AVGOBROADCOM INC | 4,460 | $746.7M | 0.20% | |
| 108 | DISDISNEY WALT CO | 7,544 | $744.6M | 0.20% | |
| 109 | SHVISHARES TR | 6,674 | $737.2M | 0.20% | |
| 110 | UBERUBER TECHNOLOGIES INC | 9,818 | $715.3M | 0.19% | |
| 111 | AZNASTRAZENECA PLC | 9,548 | $701.8M | 0.19% | |
| 112 | ETHGRAYSCALE ETHEREUM MINI TR E | 40,328 | $694.4M | 0.19% | |
| 113 | EEMVISHARES INC | 11,878 | $693.0M | 0.19% | |
| 114 | HONHONEYWELL INTL INC | 3,234 | $684.8M | 0.19% | |
| 115 | ADBEADOBE INC | 1,755 | $673.1M | 0.18% | |
| 116 | SHELSHELL PLC | 8,610 | $630.9M | 0.17% | |
| 117 | IWFISHARES TR | 1,699 | $613.5M | 0.17% | |
| 118 | GEVGE VERNOVA INC | 1,980 | $604.5M | 0.16% | |
| 119 | BNDVANGUARD BD INDEX FDS | 7,940 | $583.2M | 0.16% | |
| 120 | CHKPCHECK POINT SOFTWARE TECH LT | 2,543 | $579.6M | 0.16% | |
| 121 | WSMWILLIAMS SONOMA INC | 3,660 | $578.6M | 0.16% | |
| 122 | RNRRENAISSANCERE HLDGS LTD | 2,400 | $576.0M | 0.16% | |
| 123 | SUSLISHARES TR | 5,976 | $572.6M | 0.16% | |
| 124 | KLACKLA CORP | 842 | $572.4M | 0.16% | |
| 125 | MNSTMONSTER BEVERAGE CORP NEW | 9,700 | $567.6M | 0.15% | |
| 126 | DHRDANAHER CORPORATION | 2,728 | $559.2M | 0.15% | |
| 127 | AXPAMERICAN EXPRESS CO | 2,073 | $557.7M | 0.15% | |
| 128 | ARESARES MANAGEMENT CORPORATION | 3,799 | $557.0M | 0.15% | |
| 129 | ETNEATON CORP PLC | 2,025 | $550.5M | 0.15% | |
| 130 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 36,072 | $549.0M | 0.15% | |
| 131 | IVVISHARES TR | 943 | $529.9M | 0.14% | |
| 132 | MUBISHARES TR | 4,980 | $525.1M | 0.14% | |
| 133 | A4SAMERIPRISE FINL INC | 1,082 | $523.8M | 0.14% | |
| 134 | STZCONSTELLATION BRANDS INC | 2,819 | $517.3M | 0.14% | |
| 135 | XLFSELECT SECTOR SPDR TR | 10,310 | $513.5M | 0.14% | |
| 136 | FTSMFIRST TR EXCHANGE-TRADED FD | 8,500 | $508.6M | 0.14% | |
| 137 | TTENTOTALENERGIES SE | 7,837 | $507.0M | 0.14% | |
| 138 | IJRISHARES TR | 4,603 | $481.3M | 0.13% | |
| 139 | FSKFS KKR CAP CORP | 22,865 | $479.0M | 0.13% | |
| 140 | UNMUNUM GROUP | 5,846 | $476.2M | 0.13% | |
| 141 | ORLYOREILLY AUTOMOTIVE INC | 331 | $474.2M | 0.13% | |
| 142 | CRMSALESFORCE INC | 1,740 | $466.9M | 0.13% | |
| 143 | XLISELECT SECTOR SPDR TR | 3,560 | $466.6M | 0.13% | |
| 144 | AXSMAXSOME THERAPEUTICS INC | 4,000 | $466.5M | 0.13% | |
| 145 | PIIMPINJ INC | 5,130 | $465.3M | 0.13% | |
| 146 | NFLXNETFLIX INC | 482 | $449.5M | 0.12% | |
| 147 | RKLBROCKET LAB USA INC | 24,708 | $441.8M | 0.12% | |
| 148 | KMBKIMBERLY-CLARK CORP | 3,062 | $435.5M | 0.12% | |
| 149 | RSGREPUBLIC SVCS INC | 1,775 | $429.8M | 0.12% | |
| 150 | STTSTATE STR CORP | 4,779 | $427.9M | 0.12% | |
| 151 | HIGHARTFORD INSURANCE GROUP INC | 3,456 | $427.6M | 0.12% | |
| 152 | NXPINXP SEMICONDUCTORS N V | 2,182 | $414.7M | 0.11% | |
| 153 | IEMGISHARES INC | 7,673 | $414.1M | 0.11% | |
| 154 | ACWXISHARES TR | 7,461 | $413.7M | 0.11% | |
| 155 | IJHISHARES TR | 7,071 | $412.6M | 0.11% | |
| 156 | HUBBHUBBELL INC | 1,228 | $406.4M | 0.11% | |
| 157 | COPCONOCOPHILLIPS | 3,862 | $405.6M | 0.11% | |
| 158 | IAU*ISHARES GOLD TR | 6,850 | $403.9M | 0.11% | |
| 159 | ECLECOLAB INC | 1,549 | $392.7M | 0.11% | |
| 160 | CHDCHURCH & DWIGHT CO INC | 3,527 | $388.3M | 0.11% | |
| 161 | QDFFLEXSHARES TR | 5,617 | $384.0M | 0.10% | |
| 162 | IEIISHARES TR | 3,238 | $382.5M | 0.10% | |
| 163 | AFLAFLAC INC | 3,362 | $373.8M | 0.10% | |
| 164 | PSXPHILLIPS 66 | 2,973 | $367.1M | 0.10% | |
| 165 | TDIVFIRST TR EXCHANGE TRADED FD | 4,975 | $366.2M | 0.10% | |
| 166 | FDXFEDEX CORP | 1,500 | $365.7M | 0.10% | |
| 167 | GSGOLDMAN SACHS GROUP INC | 644 | $351.8M | 0.10% | |
| 168 | MLB1MERCADOLIBRE INC | 175 | $341.4M | 0.09% | |
| 169 | LMTLOCKHEED MARTIN CORP | 750 | $335.0M | 0.09% | |
| 170 | XYLXYLEM INC | 2,800 | $334.5M | 0.09% | |
| 171 | PAYXPAYCHEX INC | 2,039 | $314.6M | 0.09% | |
| 172 | URIUNITED RENTALS INC | 500 | $313.4M | 0.09% | |
| 173 | XLUSELECT SECTOR SPDR TR | 3,893 | $307.0M | 0.08% | |
| 174 | XNTKSPDR SER TR | 1,600 | $306.9M | 0.08% | |
| 175 | JMSTJ P MORGAN EXCHANGE TRADED F | 6,020 | $306.1M | 0.08% | |
| 176 | XLFISELECT SECTOR SPDR TR | 3,723 | $304.1M | 0.08% | |
| 177 | QARPDBX ETF TR | 5,828 | $301.5M | 0.08% | |
| 178 | SYKSTRYKER CORPORATION | 810 | $301.5M | 0.08% | |
| 179 | MDTMEDTRONIC PLC | 3,317 | $298.1M | 0.08% | |
| 180 | VGSHVANGUARD SCOTTSDALE FDS | 5,063 | $297.1M | 0.08% | |
| 181 | NUENUCOR CORP | 2,455 | $295.4M | 0.08% | |
| 182 | 8CWCROWN CASTLE INC | 2,829 | $294.9M | 0.08% | |
| 183 | VRTXVERTEX PHARMACEUTICALS INC | 605 | $293.3M | 0.08% | |
| 184 | XLYSELECT SECTOR SPDR TR | 1,477 | $291.6M | 0.08% | |
| 185 | XBISPDR SER TR | 3,575 | $289.9M | 0.08% | |
| 186 | SHWSHERWIN WILLIAMS CO | 827 | $288.8M | 0.08% | |
| 187 | RPGINVESCO EXCHANGE TRADED FD T | 7,540 | $288.4M | 0.08% | |
| 188 | CEGCONSTELLATION ENERGY CORP | 1,421 | $286.5M | 0.08% | |
| 189 | AMGNAMGEN INC | 909 | $283.2M | 0.08% | |
| 190 | PHPARKER-HANNIFIN CORP | 464 | $282.0M | 0.08% | |
| 191 | ALSALLSTATE CORP | 1,350 | $279.5M | 0.08% | |
| 192 | EASGDBX ETF TR | 9,085 | $279.3M | 0.08% | |
| 193 | WMBWILLIAMS COS INC | 4,462 | $266.6M | 0.07% | |
| 194 | ISRGINTUITIVE SURGICAL INC | 531 | $263.0M | 0.07% | |
| 195 | TSLATESLA INC | 1,000 | $259.2M | 0.07% | |
| 196 | QCOMQUALCOMM INC | 1,679 | $257.9M | 0.07% | |
| 197 | TTDTHE TRADE DESK INC | 4,700 | $257.2M | 0.07% | |
| 198 | TOSTTOAST INC | 7,660 | $254.1M | 0.07% | |
| 199 | INTCINTEL CORP | 11,131 | $252.8M | 0.07% | |
| 200 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 3,189 | $244.0M | 0.07% |