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Size ($ in 1000's)
At 12/31/2023: $280,421
At 09/30/2023: $255,311
Aries Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aries Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Aries Wealth Management top holdings by largest position size, as per the latest 13f filing made by Aries Wealth Management.
In the Aries Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Aries Wealth Management in that top holding, then the share count change between reporting periods, and finally the Aries Wealth Management top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
94,936 |
-1,450 |
$18,278 | | AAPL | 94,936 | -1,450 | $18,278 | | MICROSOFT CORP |
35,374 |
-448 |
$13,302 | | MSFT | 35,374 | -448 | $13,302 | | VANGUARD INDEX FDS (VB) |
44,515 |
+3,440 |
$9,496 | | VB | 44,515 | +3,440 | $9,496 | | VANGUARD INDEX FDS (VUG) |
29,190 |
+4,770 |
$9,075 | | VUG | 29,190 | +4,770 | $9,075 | | VANGUARD INDEX FDS (VO) |
37,956 |
+3,287 |
$8,830 | | VO | 37,956 | +3,287 | $8,830 | | SPDR S&P 500 ETF TR (SPY) |
15,540 |
+1,060 |
$7,386 | | SPY | 15,540 | +1,060 | $7,386 | | SPDR SER TR (SDY) |
55,114 |
+6,506 |
$6,888 | | SDY | 55,114 | +6,506 | $6,888 | | AMAZON COM INC |
41,397 |
+10,833 |
$6,290 | | AMZN | 41,397 | +10,833 | $6,290 | | ISHARES TR (EFA) |
80,384 |
+15,670 |
$6,057 | | EFA | 80,384 | +15,670 | $6,057 | | CATERPILLAR INC |
18,128 |
-500 |
$5,360 | | CAT | 18,128 | -500 | $5,360 | | HOME DEPOT INC |
14,663 |
-1,262 |
$5,081 | | HD | 14,663 | -1,262 | $5,081 | | EXXON MOBIL CORP |
48,681 |
-7,068 |
$4,867 | | XOM | 48,681 | -7,068 | $4,867 | | JOHNSON & JOHNSON |
30,675 |
-457 |
$4,808 | | JNJ | 30,675 | -457 | $4,808 | | WISDOMTREE TR |
55,249 |
+5,180 |
$3,883 | | DGRW | 55,249 | +5,180 | $3,883 | | ALPHABET INC |
27,643 |
+8 |
$3,861 | | GOOGL | 27,643 | +8 | $3,861 | | VISA INC |
13,637 |
-150 |
$3,550 | | V | 13,637 | -150 | $3,550 | | ISHARES TR (QUAL) |
23,938 |
+863 |
$3,522 | | QUAL | 23,938 | +863 | $3,522 | | MERCK & CO INC |
30,471 |
-1,076 |
$3,322 | | MRK | 30,471 | -1,076 | $3,322 | | META PLATFORMS INC |
9,245 |
-378 |
$3,272 | | META | 9,245 | -378 | $3,272 | | ISHARES TR (IGSB) |
63,296 |
-2,050 |
$3,246 | | IGSB | 63,296 | -2,050 | $3,246 | | WALMART INC |
20,272 |
-453 |
$3,196 | | WMT | 20,272 | -453 | $3,196 | | JPMORGAN CHASE & CO |
18,197 |
-1,048 |
$3,095 | | JPM | 18,197 | -1,048 | $3,095 | | PROCTER AND GAMBLE CO |
20,924 |
-2,104 |
$3,066 | | PG | 20,924 | -2,104 | $3,066 | | ISHARES TR (IWV) |
10,883 |
UNCH |
$2,979 | | IWV | 10,883 | UNCH | $2,979 | | ISHARES TR (USMV) |
36,633 |
+1,185 |
$2,858 | | USMV | 36,633 | +1,185 | $2,858 | | PEPSICO INC |
16,024 |
-59 |
$2,722 | | PEP | 16,024 | -59 | $2,722 | | THERMO FISHER SCIENTIFIC INC |
4,941 |
+1 |
$2,623 | | TMO | 4,941 | +1 | $2,623 | | INVESCO EXCH TRADED FD TR II (PXH) |
135,984 |
+27,710 |
$2,597 | | PXH | 135,984 | +27,710 | $2,597 | | ISHARES TR (EEM) |
62,759 |
+11,340 |
$2,524 | | EEM | 62,759 | +11,340 | $2,524 | | COSTCO WHSL CORP NEW |
3,717 |
-207 |
$2,454 | | COST | 3,717 | -207 | $2,454 | | SPDR GOLD TR (GLD) |
12,765 |
+1,028 |
$2,440 | | GLD | 12,765 | +1,028 | $2,440 | | SPDR SER TR (FLRN) |
78,878 |
UNCH |
$2,413 | | FLRN | 78,878 | UNCH | $2,413 | | ILLINOIS TOOL WKS INC |
8,913 |
-24 |
$2,335 | | ITW | 8,913 | -24 | $2,335 | | UNITEDHEALTH GROUP INC |
3,984 |
+47 |
$2,097 | | UNH | 3,984 | +47 | $2,097 | | ABBVIE INC |
13,078 |
-182 |
$2,027 | | ABBV | 13,078 | -182 | $2,027 | | ELI LILLY & CO |
3,433 |
-52 |
$2,001 | | LLY | 3,433 | -52 | $2,001 | | VANGUARD SCOTTSDALE FDS (VCSH) |
24,931 |
-1,582 |
$1,929 | | VCSH | 24,931 | -1,582 | $1,929 | | INTERNATIONAL BUSINESS MACHS |
11,637 |
-25 |
$1,903 | | IBM | 11,637 | -25 | $1,903 | | VANGUARD SPECIALIZED FUNDS (VIG) |
10,919 |
+7 |
$1,861 | | VIG | 10,919 | +7 | $1,861 | | ISHARES TR (ACWI) |
18,201 |
+1,443 |
$1,852 | | ACWI | 18,201 | +1,443 | $1,852 | | MCDONALDS CORP |
6,199 |
-233 |
$1,838 | | MCD | 6,199 | -233 | $1,838 | | VANGUARD INDEX FDS (VOO) |
4,119 |
+141 |
$1,799 | | VOO | 4,119 | +141 | $1,799 |  BERKSHIRE HATHAWAY INC DEL |
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$1,677 | | BRK.B | 4,703 | -107 | $1,677 | | ABBOTT LABS |
15,227 |
+21 |
$1,676 | | ABT | 15,227 | +21 | $1,676 | | VANGUARD TAX MANAGED FDS (VEA) |
34,800 |
UNCH |
$1,667 | | VEA | 34,800 | UNCH | $1,667 | | CHUBB LIMITED |
7,338 |
-11 |
$1,658 | | CB | 7,338 | -11 | $1,658 | | VANGUARD INTL EQUITY INDEX F (VWO) |
40,159 |
-4,820 |
$1,651 | | VWO | 40,159 | -4,820 | $1,651 | | CHEVRON CORP NEW |
11,036 |
-554 |
$1,646 | | CVX | 11,036 | -554 | $1,646 | | IDEXX LABS INC |
2,858 |
+220 |
$1,586 | | IDXX | 2,858 | +220 | $1,586 | | ACCENTURE PLC IRELAND |
4,490 |
-11 |
$1,576 | | ACN | 4,490 | -11 | $1,576 |
See Full List: All Stocks Held By Aries Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Aries Wealth Management
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