Aries Wealth Management Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$382.7B
Holdings
217
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (217 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KOCOCA COLA CO | 12,190 | $862.4M | 0.23% | |
| 102 | VXFVANGUARD INDEX FDS | 4,369 | $842.0M | 0.22% | |
| 103 | MRSHMARSH & MCLENNAN COS INC | 3,837 | $838.9M | 0.22% | |
| 104 | MDLZMONDELEZ INTL INC | 12,263 | $827.0M | 0.22% | |
| 105 | KLACKLA CORP | 842 | $754.2M | 0.20% | |
| 106 | HONHONEYWELL INTL INC | 3,234 | $753.1M | 0.20% | |
| 107 | PFEPFIZER INC | 30,437 | $737.8M | 0.19% | |
| 108 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 35,292 | $736.2M | 0.19% | |
| 109 | ETNEATON CORP PLC | 2,025 | $722.9M | 0.19% | |
| 110 | TRVTRAVELERS COMPANIES INC | 2,658 | $711.1M | 0.19% | |
| 111 | SHVISHARES TR | 6,339 | $700.0M | 0.18% | |
| 112 | ACWXISHARES TR | 11,367 | $692.7M | 0.18% | |
| 113 | AZNASTRAZENECA PLC | 9,548 | $667.2M | 0.17% | |
| 114 | AXPAMERICAN EXPRESS CO | 2,073 | $661.2M | 0.17% | |
| 115 | XLVSELECT SECTOR SPDR TR | 4,894 | $659.7M | 0.17% | |
| 116 | ARESARES MANAGEMENT CORPORATION | 3,799 | $658.0M | 0.17% | |
| 117 | SUSLISHARES TR | 5,976 | $647.5M | 0.17% | |
| 118 | NFLXNETFLIX INC | 482 | $645.5M | 0.17% | |
| 119 | SHELSHELL PLC | 9,100 | $640.7M | 0.17% | |
| 120 | BMYBRISTOL-MYERS SQUIBB CO | 13,694 | $633.9M | 0.17% | |
| 121 | CRMSALESFORCE INC | 2,266 | $617.9M | 0.16% | |
| 122 | ADBEADOBE INC | 1,594 | $616.7M | 0.16% | |
| 123 | MNSTMONSTER BEVERAGE CORP NEW | 9,700 | $607.6M | 0.16% | |
| 124 | WSMWILLIAMS SONOMA INC | 3,660 | $597.9M | 0.16% | |
| 125 | IVVISHARES TR | 943 | $585.5M | 0.15% | |
| 126 | BNDVANGUARD BD INDEX FDS | 7,940 | $584.6M | 0.15% | |
| 127 | RNRRENAISSANCERE HLDGS LTD | 2,400 | $583.0M | 0.15% | |
| 128 | A4SAMERIPRISE FINL INC | 1,082 | $577.5M | 0.15% | |
| 129 | XLESELECT SECTOR SPDR TR | 6,744 | $572.0M | 0.15% | |
| 130 | CHKPCHECK POINT SOFTWARE TECH LT | 2,543 | $562.6M | 0.15% | |
| 131 | PIIMPINJ INC | 5,000 | $555.4M | 0.15% | |
| 132 | DHRDANAHER CORPORATION | 2,728 | $538.9M | 0.14% | |
| 133 | MUBISHARES TR | 4,980 | $520.3M | 0.14% | |
| 134 | IWFISHARES TR | 1,205 | $511.6M | 0.13% | |
| 135 | FTSMFIRST TR EXCHANGE-TRADED FD | 8,500 | $508.9M | 0.13% | |
| 136 | STTSTATE STR CORP | 4,779 | $508.2M | 0.13% | |
| 137 | HUBBHUBBELL INC | 1,228 | $501.5M | 0.13% | |
| 138 | EFAVISHARES TR | 5,776 | $485.5M | 0.13% | |
| 139 | TTENTOTALENERGIES SE | 7,822 | $480.2M | 0.13% | |
| 140 | XLFSELECT SECTOR SPDR TR | 9,137 | $478.5M | 0.13% | |
| 141 | NXPINXP SEMICONDUCTORS N V | 2,182 | $476.7M | 0.12% | |
| 142 | FSKFS KKR CAP CORP | 22,865 | $474.4M | 0.12% | |
| 143 | UNMUNUM GROUP | 5,846 | $472.1M | 0.12% | |
| 144 | IEMGISHARES INC | 7,673 | $460.6M | 0.12% | |
| 145 | MLB1MERCADOLIBRE INC | 175 | $457.4M | 0.12% | |
| 146 | GSGOLDMAN SACHS GROUP INC | 644 | $455.8M | 0.12% | |
| 147 | CEGCONSTELLATION ENERGY CORP | 1,399 | $451.5M | 0.12% | |
| 148 | EEMVISHARES INC | 7,167 | $450.1M | 0.12% | |
| 149 | TDIVFIRST TR EXCHANGE TRADED FD | 4,975 | $448.6M | 0.12% | |
| 150 | ORLYOREILLY AUTOMOTIVE INC | 4,965 | $447.5M | 0.12% | |
| 151 | IJHISHARES TR | 7,071 | $438.5M | 0.11% | |
| 152 | HIGHARTFORD INSURANCE GROUP INC | 3,456 | $438.5M | 0.11% | |
| 153 | RSGREPUBLIC SVCS INC | 1,775 | $437.7M | 0.11% | |
| 154 | VGITVANGUARD SCOTTSDALE FDS | 7,105 | $424.9M | 0.11% | |
| 155 | IAU*ISHARES GOLD TR | 6,765 | $421.9M | 0.11% | |
| 156 | AXSMAXSOME THERAPEUTICS INC | 4,000 | $417.6M | 0.11% | |
| 157 | ECLECOLAB INC | 1,549 | $417.4M | 0.11% | |
| 158 | IEIISHARES TR | 3,238 | $385.6M | 0.10% | |
| 159 | XNTKSPDR SERIES TRUST | 1,600 | $379.6M | 0.10% | |
| 160 | URIUNITED RENTALS INC | 500 | $376.7M | 0.10% | |
| 161 | XYLXYLEM INC | 2,800 | $362.2M | 0.09% | |
| 162 | PSXPHILLIPS 66 | 2,973 | $354.7M | 0.09% | |
| 163 | AFLAFLAC INC | 3,362 | $354.6M | 0.09% | |
| 164 | KMBKIMBERLY-CLARK CORP | 2,732 | $352.2M | 0.09% | |
| 165 | LMTLOCKHEED MARTIN CORP | 748 | $346.4M | 0.09% | |
| 166 | RPGINVESCO EXCHANGE TRADED FD T | 7,540 | $345.1M | 0.09% | |
| 167 | FDXFEDEX CORP | 1,500 | $341.0M | 0.09% | |
| 168 | UNHUNITEDHEALTH GROUP INC | 1,087 | $339.1M | 0.09% | |
| 169 | CHDCHURCH & DWIGHT CO INC | 3,527 | $339.0M | 0.09% | |
| 170 | TTDTHE TRADE DESK INC | 4,700 | $338.4M | 0.09% | |
| 171 | COPCONOCOPHILLIPS | 3,720 | $333.8M | 0.09% | |
| 172 | STZCONSTELLATION BRANDS INC | 2,049 | $333.3M | 0.09% | |
| 173 | TOSTTOAST INC | 7,510 | $332.6M | 0.09% | |
| 174 | PHPARKER-HANNIFIN CORP | 464 | $324.1M | 0.08% | |
| 175 | SYKSTRYKER CORPORATION | 810 | $320.5M | 0.08% | |
| 176 | XLYSELECT SECTOR SPDR TR | 1,465 | $318.4M | 0.08% | |
| 177 | NUENUCOR CORP | 2,455 | $318.0M | 0.08% | |
| 178 | LRCXLAM RESEARCH CORP | 3,220 | $313.4M | 0.08% | |
| 179 | QARPDBX ETF TR | 5,828 | $313.3M | 0.08% | |
| 180 | EASGDBX ETF TR | 9,085 | $306.0M | 0.08% | |
| 181 | INTUINTUIT | 388 | $305.6M | 0.08% | |
| 182 | VGSHVANGUARD SCOTTSDALE FDS | 5,063 | $297.6M | 0.08% | |
| 183 | PAYXPAYCHEX INC | 2,039 | $296.6M | 0.08% | |
| 184 | 8CWCROWN CASTLE INC | 2,829 | $290.6M | 0.08% | |
| 185 | SHWSHERWIN WILLIAMS CO | 827 | $284.0M | 0.07% | |
| 186 | IGMISHARES TR | 2,500 | $280.9M | 0.07% | |
| 187 | WMBWILLIAMS COS INC | 4,462 | $280.3M | 0.07% | |
| 188 | XLUSELECT SECTOR SPDR TR | 3,424 | $279.6M | 0.07% | |
| 189 | CPNGCOUPANG INC | 9,240 | $276.8M | 0.07% | |
| 190 | ISRGINTUITIVE SURGICAL INC | 508 | $276.1M | 0.07% | |
| 191 | CARRCARRIER GLOBAL CORPORATION | 3,760 | $275.2M | 0.07% | |
| 192 | ALSALLSTATE CORP | 1,350 | $271.8M | 0.07% | |
| 193 | VRTXVERTEX PHARMACEUTICALS INC | 605 | $269.3M | 0.07% | |
| 194 | LDEMISHARES TR | 4,980 | $268.6M | 0.07% | |
| 195 | QCOMQUALCOMM INC | 1,679 | $267.4M | 0.07% | |
| 196 | IJRISHARES TR | 2,446 | $267.3M | 0.07% | |
| 197 | CRWDCROWDSTRIKE HLDGS INC | 500 | $254.7M | 0.07% | |
| 198 | AMGNAMGEN INC | 898 | $250.7M | 0.07% | |
| 199 | INTCINTEL CORP | 11,131 | $249.3M | 0.07% | |
| 200 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 3,189 | $248.8M | 0.07% |