$164 Million is the total value of Aries Wealth Management's 161 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $260,000 | – | 3,928 | +100.0% | 0.16% | – |
| SPLK | New | SPLUNK INC | $232,000 | – | 1,500 | +100.0% | 0.14% | – |
| ADBE | New | ADOBE INC | $231,000 | – | 691 | +100.0% | 0.14% | – |
| MO | New | ALTRIA GROUP INC | $224,000 | – | 4,500 | +100.0% | 0.14% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $207,000 | – | 7,200 | +100.0% | 0.13% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $203,000 | – | 1,237 | +100.0% | 0.12% | – |
| FLNT | New | FLUENT INC | $36,000 | – | 15,000 | +100.0% | 0.02% | – |
| OPK | New | OPKO HEALTH INC | $15,000 | – | 10,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 7.1% |
| MICROSOFT CORP | 24 | Q3 2023 | 4.7% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 3.6% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 2.5% |
| ISHARES TR | 24 | Q3 2023 | 3.0% |
| AMAZON COM INC | 24 | Q3 2023 | 2.1% |
| VISA INC | 24 | Q3 2023 | 1.4% |
| ALPHABET INC | 24 | Q3 2023 | 1.5% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 0.7% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 0.5% |
View Aries Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-06-06 |
| 13F-HR | 2022-04-25 |
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.