Aries Wealth Management Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$382.7M
Holdings
217
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (217 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $18.1M |
MSFTMICROSOFT CORP | $17.5M |
VUGVANGUARD INDEX FDS | $16.6M |
EFAISHARES TR | $12.9M |
SPYSPDR S&P 500 ETF TR | $12.0M |
VBVANGUARD INDEX FDS | $11.9M |
VOVANGUARD INDEX FDS | $11.4M |
AMZNAMAZON COM INC | $9.4M |
METAMETA PLATFORMS INC | $7.3M |
SDYSPDR SERIES TRUST | $7.0M |
CATCATERPILLAR INC | $6.9M |
EEMISHARES TR | $6.7M |
GOOGLALPHABET INC | $5.8M |
VTVVANGUARD INDEX FDS | $5.6M |
HDHOME DEPOT INC | $5.5M |
IWVISHARES TR | $5.4M |
WMTWALMART INC | $5.2M |
JPMJPMORGAN CHASE & CO. | $5.0M |
XOMEXXON MOBIL CORP | $4.8M |
PXHINVESCO EXCH TRADED FD TR II | $4.8M |
VVISA INC | $4.7M |
QUALISHARES TR | $4.4M |
DGRWWISDOMTREE TR | $4.3M |
VTIVANGUARD INDEX FDS | $4.3M |
GQ9SPDR GOLD TR | $4.2M |
JNJJOHNSON & JOHNSON | $3.9M |
COSTCOSTCO WHSL CORP NEW | $3.5M |
PGPROCTER AND GAMBLE CO | $3.5M |
FLRNSPDR SERIES TRUST | $3.4M |
IBMINTERNATIONAL BUSINESS MACHS | $3.4M |
SHYISHARES TR | $3.3M |
LLYELI LILLY & CO | $3.2M |
USMVISHARES TR | $3.0M |
VCITVANGUARD SCOTTSDALE FDS | $2.9M |
WMWASTE MGMT INC DEL | $2.8M |
ACWIISHARES TR | $2.7M |
IGSBISHARES TR | $2.6M |
GDXVANECK ETF TRUST | $2.5M |
ABBVABBVIE INC | $2.4M |
ABTABBOTT LABS | $2.4M |
ADPAUTOMATIC DATA PROCESSING IN | $2.3M |
CBCHUBB LIMITED | $2.2M |
AGGISHARES TR | $2.1M |
VOOVANGUARD INDEX FDS | $2.1M |
MRKMERCK & CO INC | $2.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.1M |
PEPPEPSICO INC | $2.0M |
NDQINVESCO QQQ TR | $1.9M |
VWOVANGUARD INTL EQUITY INDEX F | $1.9M |
VCSHVANGUARD SCOTTSDALE FDS | $1.8M |
ACNACCENTURE PLC IRELAND | $1.8M |
NVDANVIDIA CORPORATION | $1.8M |
GEGE AEROSPACE | $1.8M |
TJXTJX COS INC NEW | $1.8M |
VEAVANGUARD TAX-MANAGED FDS | $1.8M |
IDXXIDEXX LABS INC | $1.7M |
MCDMCDONALDS CORP | $1.7M |
BTCGRAYSCALE BITCOIN MINI TR ET | $1.7M |
BLKBLACKROCK INC | $1.6M |
TMUST-MOBILE US INC | $1.6M |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.6M |
RTXRTX CORPORATION | $1.6M |
VTIPVANGUARD MALVERN FDS | $1.5M |
ITWILLINOIS TOOL WKS INC | $1.5M |
ORCLORACLE CORP | $1.5M |
CTASIMPLIFY EXCHANGE TRADED FUN | $1.5M |
BSVVANGUARD BD INDEX FDS | $1.4M |
VIGVANGUARD SPECIALIZED FUNDS | $1.4M |
AEMAGNICO EAGLE MINES LTD | $1.4M |
VEUVANGUARD INTL EQUITY INDEX F | $1.4M |
PXFINVESCO EXCH TRADED FD TR II | $1.4M |
CVXCHEVRON CORP NEW | $1.3M |
TXNTEXAS INSTRS INC | $1.3M |
AQLTISHARES TR | $1.3M |
CITHE CIGNA GROUP | $1.3M |
CLCOLGATE PALMOLIVE CO | $1.3M |
KKRKKR & CO INC | $1.3M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.2M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $1.2M |
AVGOBROADCOM INC | $1.2M |
LINLINDE PLC | $1.1M |
UNPUNION PAC CORP | $1.1M |
RSPINVESCO EXCHANGE TRADED FD T | $1.1M |
MAMASTERCARD INCORPORATED | $1.1M |
CSCOCISCO SYS INC | $1.1M |
NEENEXTERA ENERGY INC | $1.1M |
GEVGE VERNOVA INC | $1.0M |
UBERUBER TECHNOLOGIES INC | $1.0M |
ETHGRAYSCALE ETHEREUM MINI TR E | $1.0M |
LOWLOWES COS INC | $995K |
VGKVANGUARD INTL EQUITY INDEX F | $969K |
XLKSELECT SECTOR SPDR TR | $961K |
INDBINDEPENDENT BK CORP MASS | $950K |
EMREMERSON ELEC CO | $909K |
DISDISNEY WALT CO | $907K |
GOOGALPHABET INC | $897K |
MCKMCKESSON CORP | $885K |
6RJ0ROCKET LAB CORP | $884K |
MMM3M CO | $875K |
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