 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| IBTF |
+29,717 | +$692 | | IVV |
+1,105 | +$528 | | QCOM |
+1,679 | +$243 | | NFLX |
+482 | +$235 | | ICE |
+1,777 | +$228 | | ZTS |
+1,153 | +$228 | | XYL |
+1,958 | +$224 | | SQ |
+2,600 | +$201 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| EDV |
-12,042 | -$802 | | ISRG |
-918 | -$252 | | ENPH |
-1,951 | -$248 | | NUV |
-30,000 | -$245 | | AEP |
-2,700 | -$205 | | QS |
-11,500 | -$72 | | HIO |
-19,296 | -$71 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| PXH |
+27,710 | +$655 | | EFA |
+15,670 | +$1,596 | | EEM |
+11,340 | +$563 | | AMZN |
+10,833 | +$2,239 | | STEM |
+10,000 | +$33 | | CTA |
+7,000 | +$67 | | SDY |
+6,506 | +$1,309 | | DGRW |
+5,180 | +$646 | | GDX |
+4,840 | +$225 | | VUG |
+4,770 | +$2,204 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| RKLB |
-11,000 | +$8 | | XOM |
-7,068 | -$1,263 | | INDB |
-6,800 | -$52 | | PFE |
-6,234 | -$370 | | MCRB |
-6,000 | -$26 | | VWO |
-4,820 | -$117 | | HXL |
-2,500 | -$138 | | PG |
-2,104 | -$298 | | IGSB |
-2,050 | +$1 |
Size ($ in 1000's)
At 12/31/2023: $280,421
At 09/30/2023: $255,311
Aries Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aries Wealth Management 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, we find all stocks held by Aries Wealth Management to be as follows, presented in the
table below with each row detailing each Aries Wealth Management position, ordered by largest to smallest position size.
The all-stocks-held-by-Aries Wealth Management table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Aries Wealth Management as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 |
|
|
$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 | | VANGUARD INDEX FDS (VTV) |
10,320 |
+4,020 |
$1,543 | | VTV | 10,320 | +4,020 | $1,543 | | WASTE MGMT INC DEL |
8,462 |
-53 |
$1,516 | | WM | 8,462 | -53 | $1,516 | | TREX CO INC |
17,200 |
UNCH |
$1,424 | | TREX | 17,200 | UNCH | $1,424 | | VANGUARD MALVERN FDS (VTIP) |
29,935 |
UNCH |
$1,422 | | VTIP | 29,935 | UNCH | $1,422 | | J P MORGAN EXCHANGE TRADED F (JPST) |
27,720 |
UNCH |
$1,392 | | JPST | 27,720 | UNCH | $1,392 | | NIKE INC |
12,618 |
-10 |
$1,370 | | NKE | 12,618 | -10 | $1,370 | | ISHARES TR (EFAV) |
19,371 |
+103 |
$1,343 | | EFAV | 19,371 | +103 | $1,343 | | VANECK ETF TRUST (GDX) |
42,482 |
+4,840 |
$1,317 | | GDX | 42,482 | +4,840 | $1,317 | | AUTOMATIC DATA PROCESSING IN |
5,609 |
UNCH |
$1,307 | | ADP | 5,609 | UNCH | $1,307 | | VANGUARD BD INDEX FDS (BSV) |
16,695 |
-180 |
$1,286 | | BSV | 16,695 | -180 | $1,286 | | VANGUARD INTL EQUITY INDEX F (VEU) |
22,865 |
+1,150 |
$1,284 | | VEU | 22,865 | +1,150 | $1,284 | | COLGATE PALMOLIVE CO |
15,485 |
-124 |
$1,234 | | CL | 15,485 | -124 | $1,234 | | BRISTOL MYERS SQUIBB CO |
23,845 |
-2,037 |
$1,223 | | BMY | 23,845 | -2,037 | $1,223 | | THE CIGNA GROUP |
4,004 |
-60 |
$1,199 | | CI | 4,004 | -60 | $1,199 | | CISCO SYS INC |
23,420 |
-16 |
$1,183 | | CSCO | 23,420 | -16 | $1,183 | | MARSH & MCLENNAN COS INC |
5,895 |
+109 |
$1,117 | | MMC | 5,895 | +109 | $1,117 | | T MOBILE US INC |
6,954 |
-1,363 |
$1,115 | | TMUS | 6,954 | -1,363 | $1,115 | | UNION PAC CORP |
4,459 |
+12 |
$1,095 | | UNP | 4,459 | +12 | $1,095 | | TJX COS INC NEW |
11,519 |
+775 |
$1,081 | | TJX | 11,519 | +775 | $1,081 | | TEXAS INSTRS INC |
6,227 |
-3 |
$1,061 | | TXN | 6,227 | -3 | $1,061 | | VANGUARD INDEX FDS (VTI) |
4,429 |
+144 |
$1,051 | | VTI | 4,429 | +144 | $1,051 | | INDEPENDENT BK CORP MASS |
15,890 |
-6,800 |
$1,046 | | INDB | 15,890 | -6,800 | $1,046 | | PFIZER INC |
36,321 |
-6,234 |
$1,046 | | PFE | 36,321 | -6,234 | $1,046 | | BLACKROCK INC |
1,236 |
+175 |
$1,003 | | BLK | 1,236 | +175 | $1,003 | | LOWES COS INC |
4,479 |
-393 |
$997 | | LOW | 4,479 | -393 | $997 | | INVESCO EXCH TRADED FD TR II (PXF) |
20,061 |
+1,745 |
$951 | | PXF | 20,061 | +1,745 | $951 | | RTX CORPORATION |
11,193 |
-566 |
$942 | | RTX | 11,193 | -566 | $942 | | SIMPLIFY EXCHANGE TRADED FUN (CTA) |
39,320 |
+7,000 |
$928 | | CTA | 39,320 | +7,000 | $928 | | COCA COLA CO |
15,566 |
-1,422 |
$917 | | KO | 15,566 | -1,422 | $917 | | GENERAL ELECTRIC CO |
7,028 |
-752 |
$897 | | GE | 7,028 | -752 | $897 | | ISHARES TR (SHV) |
7,679 |
-1,023 |
$846 | | SHV | 7,679 | -1,023 | $846 | | SELECT SECTOR SPDR TR (XLV) |
5,951 |
-343 |
$812 | | XLV | 5,951 | -343 | $812 | | LINDE PLC |
1,972 |
+16 |
$810 | | LIN | 1,972 | +16 | $810 | | NEXTERA ENERGY INC |
13,263 |
-1,572 |
$806 | | NEE | 13,263 | -1,572 | $806 | | INTEL CORP |
15,796 |
+434 |
$794 | | INTC | 15,796 | +434 | $794 | | HONEYWELL INTL INC |
3,767 |
-246 |
$790 | | HON | 3,767 | -246 | $790 | | DISNEY WALT CO |
8,696 |
+2,465 |
$785 | | DIS | 8,696 | +2,465 | $785 | | VANGUARD INTL EQUITY INDEX F (VGK) |
12,000 |
UNCH |
$774 | | VGK | 12,000 | UNCH | $774 | | EMERSON ELEC CO |
7,879 |
UNCH |
$767 | | EMR | 7,879 | UNCH | $767 | | FEDEX CORP |
2,973 |
+50 |
$752 | | FDX | 2,973 | +50 | $752 | | KKR & CO INC |
9,060 |
UNCH |
$751 | | KKR | 9,060 | UNCH | $751 | | SELECT SECTOR SPDR TR (XLK) |
3,813 |
-45 |
$734 | | XLK | 3,813 | -45 | $734 | | ASTRAZENECA PLC |
10,470 |
-9 |
$705 | | AZN | 10,470 | -9 | $705 | | ISHARES TR (IBTF) |
29,717 |
+29,717 |
$692 | | IBTF | 29,717 | +29,717 | $692 | | FLEXSHARES TR (QDF) |
11,183 |
-559 |
$688 | | QDF | 11,183 | -559 | $688 | | INVESCO EXCHANGE TRADED FD T (RSP) |
4,343 |
UNCH |
$685 | | RSP | 4,343 | UNCH | $685 | | AMERICAN EXPRESS CO |
3,649 |
-411 |
$684 | | AXP | 3,649 | -411 | $684 | | CONSTELLATION BRANDS INC |
2,831 |
-260 |
$684 | | STZ | 2,831 | -260 | $684 | | ISHARES TR (SHY) |
8,263 |
-55 |
$678 | | SHY | 8,263 | -55 | $678 | | 3M CO |
5,938 |
-101 |
$649 | | MMM | 5,938 | -101 | $649 | | STARBUCKS CORP |
6,688 |
-29 |
$642 | | SBUX | 6,688 | -29 | $642 | | NVIDIA CORPORATION |
1,289 |
-58 |
$638 | | NVDA | 1,289 | -58 | $638 | | AGNICO EAGLE MINES LTD |
11,616 |
+450 |
$637 | | AEM | 11,616 | +450 | $637 | | SELECT SECTOR SPDR TR (XLP) |
8,625 |
-1,180 |
$621 | | XLP | 8,625 | -1,180 | $621 | | COMCAST CORP NEW |
13,993 |
-709 |
$614 | | CMCSA | 13,993 | -709 | $614 | | VANGUARD BD INDEX FDS (BND) |
8,324 |
UNCH |
$612 | | BND | 8,324 | UNCH | $612 | | ALPHABET INC |
4,217 |
-112 |
$594 | | GOOG | 4,217 | -112 | $594 | | ISHARES INC (EEMV) |
10,423 |
+273 |
$579 | | EEMV | 10,423 | +273 | $579 | | ISHARES TR (IWF) |
1,889 |
-80 |
$573 | | IWF | 1,889 | -80 | $573 | | MONSTER BEVERAGE CORP NEW |
9,700 |
-300 |
$559 | | MNST | 9,700 | -300 | $559 | | DANAHER CORPORATION |
2,403 |
-17 |
$556 | | DHR | 2,403 | -17 | $556 | | MCKESSON CORP |
1,200 |
UNCH |
$556 | | MCK | 1,200 | UNCH | $556 | | TRAVELERS COMPANIES INC |
2,858 |
-7 |
$544 | | TRV | 2,858 | -7 | $544 | | ISHARES TR (MUB) |
4,980 |
UNCH |
$540 | | MUB | 4,980 | UNCH | $540 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
9,000 |
UNCH |
$537 | | FTSM | 9,000 | UNCH | $537 | | AMERICAN TOWER CORP NEW |
2,449 |
-115 |
$529 | | AMT | 2,449 | -115 | $529 | | ISHARES TR (IVV) |
1,105 |
+1,105 |
$528 | | IVV | 1,105 | +1,105 | $528 | | TORONTO DOMINION BK ONT |
8,170 |
UNCH |
$528 | | TD | 8,170 | UNCH | $528 | | MASTERCARD INCORPORATED |
1,196 |
-164 |
$510 | | MA | 1,196 | -164 | $510 | | IMPINJ INC |
5,630 |
UNCH |
$507 | | PI | 5,630 | UNCH | $507 | | TOTALENERGIES SE |
7,372 |
UNCH |
$497 | | TTE | 7,372 | UNCH | $497 | | SELECT SECTOR SPDR TR (XLU) |
7,803 |
-400 |
$494 | | XLU | 7,803 | -400 | $494 | | INVESCO QQQ TR |
1,169 |
-10 |
$479 | | QQQ | 1,169 | -10 | $479 | | FS KKR CAP CORP |
23,865 |
UNCH |
$477 | | FSK | 23,865 | UNCH | $477 | | RENAISSANCERE HLDGS LTD |
2,400 |
UNCH |
$470 | | RNR | 2,400 | UNCH | $470 | | ALLSTATE CORP |
3,335 |
UNCH |
$467 | | ALL | 3,335 | UNCH | $467 | | NXP SEMICONDUCTORS N V |
2,000 |
-8 |
$459 | | NXPI | 2,000 | -8 | $459 | | MONDELEZ INTL INC |
6,271 |
-467 |
$454 | | MDLZ | 6,271 | -467 | $454 | | PROLOGIS INC. |
3,377 |
+31 |
$450 | | PLD | 3,377 | +31 | $450 | | NUCOR CORP |
2,455 |
-4 |
$427 | | NUE | 2,455 | -4 | $427 | | STATE STR CORP |
5,279 |
UNCH |
$409 | | STT | 5,279 | UNCH | $409 | | AMERICAN WTR WKS CO INC NEW |
3,005 |
+265 |
$397 | | AWK | 3,005 | +265 | $397 | | PHILLIPS 66 |
2,963 |
+425 |
$394 | | PSX | 2,963 | +425 | $394 | | VANGUARD SCOTTSDALE FDS (VGIT) |
6,647 |
+1,017 |
$394 | | VGIT | 6,647 | +1,017 | $394 | | CVS HEALTH CORP |
4,894 |
-47 |
$386 | | CVS | 4,894 | -47 | $386 | | KIMBERLY CLARK CORP |
3,132 |
UNCH |
$381 | | KMB | 3,132 | UNCH | $381 | | SELECT SECTOR SPDR TR (XLF) |
10,054 |
-325 |
$378 | | XLF | 10,054 | -325 | $378 | | UNITED PARCEL SERVICE INC |
2,296 |
-5 |
$361 | | UPS | 2,296 | -5 | $361 | | VANGUARD SCOTTSDALE FDS (VCIT) |
4,446 |
+80 |
$361 | | VCIT | 4,446 | +80 | $361 | | ISHARES TR (IEI) |
2,975 |
UNCH |
$348 | | IEI | 2,975 | UNCH | $348 | | SHELL PLC |
5,269 |
UNCH |
$347 | | SHEL | 5,269 | UNCH | $347 | | SELECT SECTOR SPDR TR (XLI) |
3,014 |
-200 |
$344 | | XLI | 3,014 | -200 | $344 | | ISHARES INC (SCJ) |
4,765 |
UNCH |
$343 | | SCJ | 4,765 | UNCH | $343 | | OREILLY AUTOMOTIVE INC |
354 |
UNCH |
$336 | | ORLY | 354 | UNCH | $336 | | ISHARES TR (IGM) |
735 |
UNCH |
$329 | | IGM | 735 | UNCH | $329 | | CHECK POINT SOFTWARE TECH LT |
2,087 |
-34 |
$319 | | CHKP | 2,087 | -34 | $319 | | AXSOME THERAPEUTICS INC |
4,000 |
UNCH |
$318 | | AXSM | 4,000 | UNCH | $318 | | MEDTRONIC PLC |
3,854 |
-240 |
$317 | | MDT | 3,854 | -240 | $317 | | UNILEVER PLC |
6,529 |
+150 |
$317 | | UL | 6,529 | +150 | $317 | | ECOLAB INC |
1,575 |
UNCH |
$312 | | ECL | 1,575 | UNCH | $312 | | ADOBE INC |
518 |
-30 |
$309 | | ADBE | 518 | -30 | $309 | | ORACLE CORP |
2,908 |
-22 |
$307 | | ORCL | 2,908 | -22 | $307 | | CHURCH & DWIGHT CO INC |
3,182 |
UNCH |
$301 | | CHD | 3,182 | UNCH | $301 | | COGNIZANT TECHNOLOGY SOLUTIO |
3,939 |
-600 |
$298 | | CTSH | 3,939 | -600 | $298 | | HEXCEL CORP NEW |
4,000 |
-2,500 |
$295 | | HXL | 4,000 | -2,500 | $295 | | ROCKET LAB USA INC |
53,424 |
-11,000 |
$295 | | RKLB | 53,424 | -11,000 | $295 | | ISHARES TR (IJR) |
2,690 |
UNCH |
$291 | | IJR | 2,690 | UNCH | $291 | | SHERWIN WILLIAMS CO |
932 |
-70 |
$291 | | SHW | 932 | -70 | $291 | | CONOCOPHILLIPS |
2,490 |
+51 |
$289 | | COP | 2,490 | +51 | $289 | | THE TRADE DESK INC |
4,000 |
-60 |
$288 | | TTD | 4,000 | -60 | $288 | | UNITED RENTALS INC |
500 |
-152 |
$287 | | URI | 500 | -152 | $287 | | HARTFORD FINL SVCS GROUP INC |
3,456 |
UNCH |
$278 | | HIG | 3,456 | UNCH | $278 | | DBX ETF TR (QARP) |
6,154 |
UNCH |
$275 | | QARP | 6,154 | UNCH | $275 | | SCHLUMBERGER LTD |
5,257 |
-390 |
$274 | | SLB | 5,257 | -390 | $274 | | DIAGEO PLC |
1,856 |
-208 |
$270 | | DEO | 1,856 | -208 | $270 | | SPDR SER TR (XNTK) |
1,600 |
UNCH |
$263 | | XNTK | 1,600 | UNCH | $263 | | INVESCO EXCHANGE TRADED FD T (RPG) |
8,040 |
UNCH |
$259 | | RPG | 8,040 | UNCH | $259 | | BECTON DICKINSON & CO |
1,054 |
-88 |
$257 | | BDX | 1,054 | -88 | $257 | | GOLDMAN SACHS GROUP INC |
644 |
UNCH |
$248 | | GS | 644 | UNCH | $248 | | LOCKHEED MARTIN CORP |
547 |
+13 |
$248 | | LMT | 547 | +13 | $248 | | ISHARES TR (ACWX) |
4,834 |
+535 |
$247 | | ACWX | 4,834 | +535 | $247 | | STRYKER CORPORATION |
825 |
-5 |
$247 | | SYK | 825 | -5 | $247 | | PAYCHEX INC |
2,039 |
UNCH |
$243 | | PAYX | 2,039 | UNCH | $243 | | QUALCOMM INC |
1,679 |
+1,679 |
$243 | | QCOM | 1,679 | +1,679 | $243 | | ISHARES GOLD TR (IAU) |
6,165 |
UNCH |
$241 | | IAU | 6,165 | UNCH | $241 | | SELECT SECTOR SPDR TR (XLY) |
1,339 |
UNCH |
$239 | | XLY | 1,339 | UNCH | $239 | | AKAMAI TECHNOLOGIES INC |
2,000 |
-1,300 |
$237 | | AKAM | 2,000 | -1,300 | $237 | | NETFLIX INC |
482 |
+482 |
$235 | | NFLX | 482 | +482 | $235 | | TESLA INC |
927 |
-105 |
$230 | | TSLA | 927 | -105 | $230 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
1,777 |
+1,777 |
$228 | | ICE | 1,777 | +1,777 | $228 | | ROCKWELL AUTOMATION INC |
733 |
-50 |
$228 | | ROK | 733 | -50 | $228 | | ZOETIS INC |
1,153 |
+1,153 |
$228 | | ZTS | 1,153 | +1,153 | $228 | | VANGUARD SCOTTSDALE FDS (VGSH) |
3,846 |
UNCH |
$224 | | VGSH | 3,846 | UNCH | $224 | | XYLEM INC |
1,958 |
+1,958 |
$224 | | XYL | 1,958 | +1,958 | $224 | | REPUBLIC SVCS INC |
1,352 |
-31 |
$223 | | RSG | 1,352 | -31 | $223 | | TEXTRON INC |
2,771 |
UNCH |
$223 | | TXT | 2,771 | UNCH | $223 | | GENERAL MLS INC |
3,352 |
UNCH |
$218 | | GIS | 3,352 | UNCH | $218 | | CARRIER GLOBAL CORPORATION |
3,760 |
-225 |
$216 | | CARR | 3,760 | -225 | $216 | | EATON CORP PLC |
893 |
-400 |
$215 | | ETN | 893 | -400 | $215 | | GENUINE PARTS CO |
1,477 |
-13 |
$205 | | GPC | 1,477 | -13 | $205 | | BLOCK INC |
2,600 |
+2,600 |
$201 | | SQ | 2,600 | +2,600 | $201 | | ISHARES TR (ICLN) |
11,400 |
UNCH |
$177 | | ICLN | 11,400 | UNCH | $177 | | VERASTEM INC |
13,081 |
UNCH |
$106 | | VSTM | 13,081 | UNCH | $106 | | STEM INC |
25,000 |
+10,000 |
$97 | | STEM | 25,000 | +10,000 | $97 | | TSCAN THERAPEUTICS INC |
10,000 |
UNCH |
$58 | | TCRX | 10,000 | UNCH | $58 | | FUBOTV INC |
10,000 |
UNCH |
$32 | | FUBO | 10,000 | UNCH | $32 | | FLUENT INC |
44,000 |
UNCH |
$29 | | FLNT | 44,000 | UNCH | $29 | | SERES THERAPEUTICS INC |
12,000 |
-6,000 |
$17 | | MCRB | 12,000 | -6,000 | $17 | | FORTE BIOSCIENCES INC |
13,000 |
UNCH |
$11 | | FBRX | 13,000 | UNCH | $11 | | MESOBLAST LTD |
10,000 |
UNCH |
$11 | | MESO | 10,000 | UNCH | $11 | | HYZON MOTORS INC |
10,000 |
+0 |
$0 | | HYZNW | 10,000 | UNCH | $0 | | AMERICAN ELEC PWR CO INC |
|
|
$0 (exited) | | AEP | 0 | -2,700 | $0 | | VANGUARD WORLD FD |
|
|
$0 (exited) | | EDV | 0 | -12,042 | $0 | | ENPHASE ENERGY INC |
|
|
$0 (exited) | | ENPH | 0 | -1,951 | $0 | | WESTERN ASSET HIGH INCOME OP |
|
|
$0 (exited) | | HIO | 0 | -19,296 | $0 | | INTUITIVE SURGICAL INC |
|
|
$0 (exited) | | ISRG | 0 | -918 | $0 | | NUVEEN MUN VALUE FD INC |
|
|
$0 (exited) | | NUV | 0 | -30,000 | $0 | | QUANTUMSCAPE CORP |
0 |
-11,500 |
$0 (exited) | | QS | 0 | -11,500 | $0 |
See Summary: Aries Wealth Management Top Holdings
See Details: Top 10 Stocks Held By Aries Wealth Management
|
|
