| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q2 2024 | 7.1% |
| MICROSOFT CORP | 27 | Q2 2024 | 4.8% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 3.6% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 2.9% |
| ISHARES TR | 27 | Q2 2024 | 3.0% |
| AMAZON COM INC | 27 | Q2 2024 | 2.5% |
| VISA INC | 27 | Q2 2024 | 1.4% |
| ALPHABET INC | 27 | Q2 2024 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 0.7% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 0.5% |
View Aries Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-27 |
View Aries Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.