Aries Wealth Management Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$451.6B
Holdings
233
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (233 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GBTCGRAYSCALE BITCOIN TRUST ETF | 13,720 | $937.0M | 0.21% | |
| 102 | VXFVANGUARD INDEX FDS | 4,369 | $913.0M | 0.20% | |
| 103 | MMM3M CO | 5,703 | $913.0M | 0.20% | |
| 104 | EMREMERSON ELEC CO | 6,820 | $905.0M | 0.20% | |
| 105 | PIIMPINJ INC | 5,000 | $870.0M | 0.19% | |
| 106 | AZNASTRAZENECA PLC | 9,427 | $866.0M | 0.19% | |
| 107 | KOCOCA COLA CO | 12,190 | $852.0M | 0.19% | |
| 108 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 32,977 | $803.0M | 0.18% | |
| 109 | NFLXNETFLIX INC | 8,320 | $780.0M | 0.17% | |
| 110 | SHVISHARES TR | 7,064 | $778.0M | 0.17% | |
| 111 | AXPAMERICAN EXPRESS CO | 2,098 | $776.0M | 0.17% | |
| 112 | TRVTRAVELERS COMPANIES INC | 2,658 | $770.0M | 0.17% | |
| 113 | CRMSALESFORCE INC | 2,903 | $769.0M | 0.17% | |
| 114 | ACWXISHARES TR | 11,302 | $758.0M | 0.17% | |
| 115 | PFEPFIZER INC | 30,437 | $757.0M | 0.17% | |
| 116 | MNSTMONSTER BEVERAGE CORP NEW | 9,700 | $743.0M | 0.16% | |
| 117 | AXSMAXSOME THERAPEUTICS INC | 4,000 | $730.0M | 0.16% | |
| 118 | SUSLISHARES TR | 5,976 | $724.0M | 0.16% | |
| 119 | MRSHMARSH & MCLENNAN COS INC | 3,829 | $710.0M | 0.16% | |
| 120 | KODKODIAK SCIENCES INC | 25,000 | $699.0M | 0.15% | |
| 121 | XLVSELECT SECTOR SPDR TR | 4,444 | $687.0M | 0.15% | |
| 122 | IVVISHARES TR | 992 | $679.0M | 0.15% | |
| 123 | TMUST-MOBILE US INC | 3,265 | $662.0M | 0.15% | |
| 124 | ETNEATON CORP PLC | 2,035 | $648.0M | 0.14% | |
| 125 | WSMWILLIAMS SONOMA INC | 3,583 | $639.0M | 0.14% | |
| 126 | HONHONEYWELL INTL INC | 3,234 | $630.0M | 0.14% | |
| 127 | ADBEADOBE INC | 1,777 | $621.0M | 0.14% | |
| 128 | STTSTATE STR CORP | 4,779 | $616.0M | 0.14% | |
| 129 | MDLZMONDELEZ INTL INC | 11,352 | $611.0M | 0.14% | |
| 130 | GDLCGRAYSCALE COINDESK CRYPTO | 14,598 | $603.0M | 0.13% | |
| 131 | ARESARES MANAGEMENT CORPORATION | 3,726 | $602.0M | 0.13% | |
| 132 | SHELSHELL PLC | 7,997 | $587.0M | 0.13% | |
| 133 | BMYBRISTOL-MYERS SQUIBB CO | 10,803 | $582.0M | 0.13% | |
| 134 | IWFISHARES TR | 1,205 | $570.0M | 0.13% | |
| 135 | BNDVANGUARD BD INDEX FDS | 7,677 | $568.0M | 0.13% | |
| 136 | GSGOLDMAN SACHS GROUP INC | 644 | $566.0M | 0.13% | |
| 137 | IAU*ISHARES GOLD TR | 6,635 | $538.0M | 0.12% | |
| 138 | HUBBHUBBELL INC | 1,206 | $535.0M | 0.12% | |
| 139 | A4SAMERIPRISE FINL INC | 1,081 | $530.0M | 0.12% | |
| 140 | DHRDANAHER CORPORATION | 2,257 | $516.0M | 0.11% | |
| 141 | IEMGISHARES INC | 7,673 | $515.0M | 0.11% | |
| 142 | FTSMFIRST TR EXCHANGE-TRADED FD | 8,500 | $509.0M | 0.11% | |
| 143 | XLESELECT SECTOR SPDR TR | 11,378 | $508.0M | 0.11% | |
| 144 | CEGCONSTELLATION ENERGY CORP | 1,438 | $508.0M | 0.11% | |
| 145 | EFAVISHARES TR | 5,840 | $503.0M | 0.11% | |
| 146 | XLFSELECT SECTOR SPDR TR | 9,137 | $500.0M | 0.11% | |
| 147 | TTETOTALENERGIES SE | 7,439 | $486.0M | 0.11% | |
| 148 | TDIVFIRST TR EXCHANGE TRADED FD | 4,975 | $481.0M | 0.11% | |
| 149 | HIGHARTFORD INSURANCE GROUP INC | 3,456 | $476.0M | 0.11% | |
| 150 | NXPINXP SEMICONDUCTORS N V | 2,182 | $473.0M | 0.10% | |
| 151 | LRCXLAM RESEARCH CORP | 2,760 | $472.0M | 0.10% | |
| 152 | RNRRENAISSANCERE HLDGS LTD | 1,678 | $471.0M | 0.10% | |
| 153 | IJHISHARES TR | 7,071 | $466.0M | 0.10% | |
| 154 | VGSHVANGUARD SCOTTSDALE FDS | 7,890 | $463.0M | 0.10% | |
| 155 | ORLYOREILLY AUTOMOTIVE INC | 4,965 | $452.0M | 0.10% | |
| 156 | ISRGINTUITIVE SURGICAL INC | 785 | $444.0M | 0.10% | |
| 157 | UNMUNUM GROUP | 5,736 | $444.0M | 0.10% | |
| 158 | EEMVISHARES INC | 6,887 | $441.0M | 0.10% | |
| 159 | FDXFEDEX CORP | 1,500 | $433.0M | 0.10% | |
| 160 | VGITVANGUARD SCOTTSDALE FDS | 6,956 | $416.0M | 0.09% | |
| 161 | INTCINTEL CORP | 11,131 | $410.0M | 0.09% | |
| 162 | PHPARKER-HANNIFIN CORP | 464 | $407.0M | 0.09% | |
| 163 | ECLECOLAB INC | 1,549 | $406.0M | 0.09% | |
| 164 | URIUNITED RENTALS INC | 500 | $404.0M | 0.09% | |
| 165 | NUENUCOR CORP | 2,455 | $400.0M | 0.09% | |
| 166 | SLVISHARES SILVER TR | 6,100 | $392.0M | 0.09% | |
| 167 | IEIISHARES TR | 3,238 | $386.0M | 0.09% | |
| 168 | PSXPHILLIPS 66 | 2,973 | $383.0M | 0.08% | |
| 169 | XYLXYLEM INC | 2,800 | $381.0M | 0.08% | |
| 170 | RSGREPUBLIC SVCS INC | 1,775 | $376.0M | 0.08% | |
| 171 | CHKPCHECK POINT SOFTWARE TECH LT | 2,023 | $375.0M | 0.08% | |
| 172 | AFLAFLAC INC | 3,362 | $370.0M | 0.08% | |
| 173 | LMTLOCKHEED MARTIN CORP | 748 | $361.0M | 0.08% | |
| 174 | BABAALIBABA GROUP HLDG LTD | 2,430 | $356.0M | 0.08% | |
| 175 | MLB1MERCADOLIBRE INC | 175 | $352.0M | 0.08% | |
| 176 | RPGINVESCO EXCHANGE TRADED FD T | 7,540 | $351.0M | 0.08% | |
| 177 | XLYSELECT SECTOR SPDR TR | 2,930 | $349.0M | 0.08% | |
| 178 | COPCONOCOPHILLIPS | 3,709 | $347.0M | 0.08% | |
| 179 | XBISPDR SERIES TRUST | 2,760 | $336.0M | 0.07% | |
| 180 | FSKFS KKR CAP CORP | 22,565 | $334.0M | 0.07% | |
| 181 | XNTKSPDR SERIES TRUST | 1,200 | $333.0M | 0.07% | |
| 182 | QARPDBX ETF TR | 5,627 | $332.0M | 0.07% | |
| 183 | EASGDBX ETF TR | 9,185 | $323.0M | 0.07% | |
| 184 | IGMISHARES TR | 2,500 | $322.0M | 0.07% | |
| 185 | DWDMORGAN STANLEY | 1,707 | $303.0M | 0.07% | |
| 186 | ALSALLSTATE CORP | 1,443 | $300.0M | 0.07% | |
| 187 | IJRISHARES TR | 2,446 | $293.0M | 0.06% | |
| 188 | AMGNAMGEN INC | 898 | $293.0M | 0.06% | |
| 189 | WMBWILLIAMS COS INC | 4,837 | $290.0M | 0.06% | |
| 190 | TSLATESLA INC | 644 | $289.0M | 0.06% | |
| 191 | SYKSTRYKER CORPORATION | 810 | $284.0M | 0.06% | |
| 192 | KMBKIMBERLY-CLARK CORP | 2,732 | $275.0M | 0.06% | |
| 193 | VRTXVERTEX PHARMACEUTICALS INC | 605 | $274.0M | 0.06% | |
| 194 | CHDCHURCH & DWIGHT CO INC | 3,202 | $268.0M | 0.06% | |
| 195 | SHWSHERWIN WILLIAMS CO | 821 | $266.0M | 0.06% | |
| 196 | TOSTTOAST INC | 7,510 | $266.0M | 0.06% | |
| 197 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 3,189 | $264.0M | 0.06% | |
| 198 | LDEMISHARES TR | 4,560 | $264.0M | 0.06% | |
| 199 | WFCWELLS FARGO CO NEW | 2,830 | $263.0M | 0.06% | |
| 200 | XLCSELECT SECTOR SPDR TR | 2,209 | $260.0M | 0.06% |