$200 Million is the total value of Aries Wealth Management's 164 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 13.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $15,988,000 | +5.0% | 521,285 | +5.1% | 7.99% | -7.6% |
| AAPL | Sell | APPLE INC | $12,491,000 | +12.3% | 94,594 | -1.5% | 6.24% | -1.1% |
| MSFT | Sell | MICROSOFT CORP | $7,714,000 | +3.2% | 35,123 | -1.2% | 3.85% | -9.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $7,099,000 | +32.4% | 34,838 | -0.1% | 3.55% | +16.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $6,087,000 | +19.9% | 28,571 | -0.8% | 3.04% | +5.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,847,000 | +12.8% | 18,859 | -0.1% | 2.42% | -0.7% |
| SDY | Buy | SPDR SER TRs&p divid etf | $4,797,000 | +18.4% | 44,115 | +0.7% | 2.40% | +4.3% |
| IGSB | Buy | ISHARES TR | $4,752,000 | +9.5% | 86,274 | +9.2% | 2.37% | -3.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,613,000 | +15.6% | 12,100 | +1.5% | 2.30% | +1.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,538,000 | +6.8% | 28,354 | -0.7% | 2.27% | -6.0% |
| HD | HOME DEPOT INC | $3,810,000 | -3.1% | 14,160 | 0.0% | 1.90% | -14.7% | |
| CAT | Buy | CATERPILLAR INC | $3,651,000 | +31.1% | 18,794 | +0.7% | 1.82% | +15.4% |
| AMZN | Sell | AMAZON COM INC | $3,444,000 | -0.8% | 1,082 | -1.9% | 1.72% | -12.7% |
| FB | FACEBOOK INCcl a | $2,821,000 | +2.2% | 10,544 | 0.0% | 1.41% | -10.1% | |
| WMT | WALMART INC | $2,542,000 | +4.8% | 17,337 | 0.0% | 1.27% | -7.8% | |
| PG | PROCTER AND GAMBLE CO | $2,500,000 | -0.2% | 18,013 | 0.0% | 1.25% | -12.1% | |
| IWV | ISHARES TRrussell 3000 etf | $2,481,000 | +17.0% | 10,833 | 0.0% | 1.24% | +3.0% | |
| XOM | Sell | EXXON MOBIL CORP | $2,451,000 | +23.7% | 53,913 | -6.6% | 1.22% | +9.0% |
| MRK | MERCK & CO. INC | $2,410,000 | +0.1% | 29,030 | 0.0% | 1.20% | -11.9% | |
| FLRN | SPDR SER TRblomberg brc inv | $2,403,000 | +0.1% | 78,473 | 0.0% | 1.20% | -11.8% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $2,343,000 | +20.5% | 30,942 | +1.3% | 1.17% | +6.1% |
| V | Buy | VISA INC | $2,261,000 | +8.2% | 10,495 | +0.4% | 1.13% | -4.7% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $2,181,000 | +4.7% | 42,950 | +4.8% | 1.09% | -7.8% |
| PEP | PEPSICO INC | $2,170,000 | +4.0% | 15,050 | 0.0% | 1.08% | -8.4% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,149,000 | +14.3% | 4,195 | -1.5% | 1.07% | +0.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,150,000 | +23.3% | 1,196 | +0.5% | 1.07% | +8.5% |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $2,129,000 | -0.4% | 25,736 | 0.0% | 1.06% | -12.3% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,111,000 | +22.0% | 40,244 | +0.5% | 1.06% | +7.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,022,000 | +40.6% | 14,867 | -0.5% | 1.01% | +23.8% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,956,000 | +14.1% | 16,685 | +1.0% | 0.98% | +0.4% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,854,000 | +13.6% | 43,239 | +2.4% | 0.93% | 0.0% |
| ITW | ILLINOIS TOOL WKS INC | $1,797,000 | +8.1% | 8,602 | 0.0% | 0.90% | -4.8% | |
| INDB | Sell | INDEPENDENT BANK CORP MASS | $1,749,000 | +40.9% | 22,690 | -4.2% | 0.87% | +24.1% |
| INTC | Sell | INTEL CORP | $1,569,000 | -10.1% | 30,378 | -9.8% | 0.78% | -20.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,541,000 | +3.6% | 11,987 | -2.0% | 0.77% | -8.9% |
| ABT | Sell | ABBOTT LABS | $1,532,000 | +2.4% | 13,726 | -0.2% | 0.76% | -9.9% |
| TREX | TREX CO INC | $1,530,000 | +24.2% | 17,200 | 0.0% | 0.76% | +9.3% | |
| PFE | Buy | PFIZER INC | $1,504,000 | +1.2% | 40,511 | +0.0% | 0.75% | -10.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,498,000 | +5.3% | 23,971 | +1.6% | 0.75% | -7.3% |
| DIS | Sell | DISNEY WALT CO | $1,416,000 | +38.7% | 7,926 | -3.6% | 0.71% | +22.1% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,351,000 | +2.8% | 16,259 | +2.5% | 0.68% | -9.5% |
| CL | COLGATE PALMOLIVE CO | $1,328,000 | +6.8% | 16,126 | 0.0% | 0.66% | -6.1% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,293,000 | +7.8% | 18,910 | +0.5% | 0.65% | -5.1% |
| MCD | MCDONALDS CORP | $1,231,000 | -1.7% | 5,703 | 0.0% | 0.62% | -13.5% | |
| COST | Buy | COSTCO WHSL CORP NEW | $1,220,000 | +4.5% | 3,297 | +0.2% | 0.61% | -8.0% |
| NKE | NIKE INCcl b | $1,172,000 | +16.6% | 8,005 | 0.0% | 0.59% | +2.8% | |
| CB | CHUBB LIMITED | $1,102,000 | +33.7% | 7,092 | 0.0% | 0.55% | +17.7% | |
| CVX | Buy | CHEVRON CORP NEW | $1,078,000 | +27.7% | 11,838 | +1.0% | 0.54% | +12.5% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,079,000 | +16.4% | 11,956 | -4.8% | 0.54% | +2.5% |
| CSCO | Sell | CISCO SYS INC | $1,066,000 | +6.8% | 23,659 | -6.7% | 0.53% | -5.8% |
| MMM | Sell | 3M CO | $1,044,000 | +1.2% | 6,267 | -2.7% | 0.52% | -10.9% |
| CI | CIGNA CORP NEW | $1,042,000 | +30.2% | 4,721 | 0.0% | 0.52% | +14.8% | |
| ABBV | ABBVIE INC | $1,043,000 | +22.6% | 9,720 | 0.0% | 0.52% | +7.9% | |
| EEM | ISHARES TRmsci emg mkt etf | $963,000 | +24.1% | 17,601 | 0.0% | 0.48% | +9.3% | |
| TXN | Sell | TEXAS INSTRS INC | $883,000 | +19.3% | 5,160 | -0.4% | 0.44% | +5.0% |
| ADP | AUTOMATIC DATA PROCESSING IN | $874,000 | +22.6% | 5,109 | 0.0% | 0.44% | +7.9% | |
| HON | HONEYWELL INTL INC | $837,000 | +27.6% | 3,983 | 0.0% | 0.42% | +12.4% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $819,000 | +0.4% | 16,000 | 0.0% | 0.41% | -11.7% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $819,000 | +14.2% | 15,883 | +2.5% | 0.41% | +0.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $818,000 | +21.5% | 2,250 | +4.2% | 0.41% | +7.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $788,000 | +15.9% | 5,517 | +4.4% | 0.39% | +2.1% |
| LOW | LOWES COS INC | $784,000 | -0.5% | 4,751 | 0.0% | 0.39% | -12.3% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $753,000 | +25.3% | 10,779 | +3.2% | 0.38% | +10.3% |
| TMUS | Buy | T-MOBILE US INC | $737,000 | +23.5% | 5,459 | +4.6% | 0.37% | +8.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $731,000 | +10.6% | 3,125 | +0.6% | 0.36% | -2.7% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $678,000 | +20.6% | 11,134 | 0.0% | 0.34% | +6.3% | |
| VOO | Sell | VANGUARD INDEX FDS | $669,000 | +11.3% | 1,909 | -2.3% | 0.33% | -2.1% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $664,000 | -1.2% | 7,614 | 0.0% | 0.33% | -12.9% | |
| KO | COCA COLA CO | $655,000 | +3.5% | 12,821 | 0.0% | 0.33% | -8.9% | |
| GLD | Buy | SPDR GOLD TR | $653,000 | +40.7% | 3,768 | +44.0% | 0.33% | +24.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $636,000 | +15.6% | 2,408 | -1.1% | 0.32% | +1.9% |
| FTSM | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $636,000 | 0.0% | 10,600 | 0.0% | 0.32% | -11.9% | |
| DHR | DANAHER CORPORATION | $623,000 | +13.1% | 2,559 | 0.0% | 0.31% | -0.6% | |
| WM | WASTE MGMT INC DEL | $621,000 | +4.9% | 5,235 | 0.0% | 0.31% | -7.7% | |
| BLK | Buy | BLACKROCK INC | $615,000 | +39.5% | 813 | +3.8% | 0.31% | +22.8% |
| GE | GENERAL ELECTRIC CO | $607,000 | +81.7% | 53,538 | 0.0% | 0.30% | +59.5% | |
| EMR | EMERSON ELEC CO | $595,000 | +25.0% | 7,267 | 0.0% | 0.30% | +10.0% | |
| FDX | FEDEX CORP | $595,000 | -2.5% | 2,427 | 0.0% | 0.30% | -14.2% | |
| MUB | New | ISHARES TRnational mun etf | $585,000 | – | 5,000 | +100.0% | 0.29% | – |
| MMC | Buy | MARSH & MCLENNAN COS INC | $585,000 | +1.6% | 5,153 | +2.6% | 0.29% | -10.7% |
| SBUX | Sell | STARBUCKS CORP | $575,000 | +16.6% | 5,441 | -5.2% | 0.29% | +2.5% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $572,000 | +38.2% | 6,224 | +40.6% | 0.29% | +21.7% |
| UNP | Buy | UNION PAC CORP | $563,000 | +15.1% | 2,572 | +3.6% | 0.28% | +1.1% |
| AKAM | AKAMAI TECHNOLOGIES INC | $559,000 | -6.4% | 5,400 | 0.0% | 0.28% | -17.7% | |
| KMB | Sell | KIMBERLY-CLARK CORP | $530,000 | -19.3% | 4,025 | -9.5% | 0.26% | -29.0% |
| CVS | Sell | CVS HEALTH CORP | $529,000 | +12.3% | 7,073 | -12.3% | 0.26% | -1.1% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $525,000 | -14.8% | 9,273 | -19.3% | 0.26% | -25.1% |
| IDXX | IDEXX LABS INC | $513,000 | +30.5% | 1,000 | 0.0% | 0.26% | +14.8% | |
| AZN | ASTRAZENECA PLCsponsored adr | $510,000 | -7.3% | 10,030 | 0.0% | 0.26% | -18.3% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $492,000 | +32.3% | 11,873 | -4.4% | 0.25% | +16.6% |
| MDT | Sell | MEDTRONIC PLC | $493,000 | -5.7% | 4,118 | -18.1% | 0.25% | -17.2% |
| KKR | KKR & CO INC | $492,000 | +17.7% | 12,160 | 0.0% | 0.25% | +3.8% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $484,000 | +20.1% | 9,850 | 0.0% | 0.24% | +5.7% | |
| MNST | MONSTER BEVERAGE CORP NEW | $480,000 | +18.5% | 5,050 | 0.0% | 0.24% | +4.3% | |
| TD | Sell | TORONTO DOMINION BK ONT | $472,000 | +6.3% | 8,087 | -15.8% | 0.24% | -6.3% |
| TJX | TJX COS INC NEW | $471,000 | +26.3% | 6,702 | 0.0% | 0.24% | +10.8% | |
| T | Sell | AT&T INC | $466,000 | -9.9% | 16,050 | -11.4% | 0.23% | -20.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $455,000 | +17.9% | 2,285 | +0.8% | 0.23% | +3.7% |
| MA | MASTERCARD INCORPORATEDcl a | $434,000 | +4.6% | 1,227 | 0.0% | 0.22% | -8.1% | |
| TRV | TRAVELERS COMPANIES INC | $427,000 | +29.0% | 3,060 | 0.0% | 0.21% | +13.3% | |
| AXP | AMERICAN EXPRESS CO | $419,000 | +21.4% | 3,437 | 0.0% | 0.21% | +6.6% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $403,000 | -1.2% | 831 | 0.0% | 0.20% | -13.4% | |
| RNR | RENAISSANCERE HLDGS LTD | $399,000 | -2.0% | 2,400 | 0.0% | 0.20% | -13.9% | |
| NUV | NUVEEN MUN VALUE FD INC | $399,000 | +2.6% | 36,500 | 0.0% | 0.20% | -10.0% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $396,000 | +10.3% | 6,801 | +8.8% | 0.20% | -2.9% |
| NEE | Buy | NEXTERA ENERGY INC | $392,000 | +17.0% | 4,828 | +300.0% | 0.20% | +3.2% |
| LIN | Buy | LINDE PLC | $369,000 | +19.4% | 1,364 | +5.1% | 0.18% | +5.1% |
| EDIT | New | EDITAS MEDICINE INC | $362,000 | – | 4,000 | +100.0% | 0.18% | – |
| STT | STATE STR CORP | $361,000 | +29.9% | 4,686 | 0.0% | 0.18% | +13.9% | |
| NXPI | NXP SEMICONDUCTORS N V | $350,000 | +40.0% | 2,000 | 0.0% | 0.18% | +23.2% | |
| HXL | HEXCEL CORP NEW | $346,000 | +44.8% | 7,120 | 0.0% | 0.17% | +27.2% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $347,000 | -9.9% | 6,012 | -7.0% | 0.17% | -21.0% |
| XLK | SELECT SECTOR SPDR TRtechnology | $325,000 | +12.1% | 2,482 | 0.0% | 0.16% | -1.8% | |
| GOOG | ALPHABET INCcap stk cl c | $323,000 | +22.8% | 179 | 0.0% | 0.16% | +8.1% | |
| LLY | LILLY ELI & CO | $321,000 | +12.2% | 1,930 | 0.0% | 0.16% | -1.2% | |
| TTD | THE TRADE DESK INC | $318,000 | +52.9% | 400 | 0.0% | 0.16% | +34.7% | |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $316,000 | +31.1% | 1,372 | +7.9% | 0.16% | +15.3% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $317,000 | +58.5% | 5,004 | +37.8% | 0.16% | +38.6% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $316,000 | +9.7% | 2,395 | 0.0% | 0.16% | -3.1% | |
| KOD | New | KODIAK SCIENCES INC | $308,000 | – | 2,000 | +100.0% | 0.15% | – |
| XNTK | SPDR SER TRnyse tech etf | $307,000 | +23.3% | 2,100 | 0.0% | 0.15% | +8.5% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $306,000 | -5.0% | 1,931 | 0.0% | 0.15% | -16.4% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $306,000 | +18.1% | 3,738 | 0.0% | 0.15% | +4.1% | |
| ECL | ECOLAB INC | $303,000 | +11.0% | 1,366 | 0.0% | 0.15% | -2.6% | |
| AMLP | ALPS ETF TRalerian mlp | $300,000 | +38.9% | 10,800 | 0.0% | 0.15% | +22.0% | |
| ORCL | ORACLE CORP | $297,000 | +6.1% | 4,691 | 0.0% | 0.15% | -6.9% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $295,000 | +16.6% | 1,859 | 0.0% | 0.15% | +2.1% | |
| BDX | Buy | BECTON DICKINSON & CO | $294,000 | +36.1% | 1,152 | +24.0% | 0.15% | +19.5% |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $292,000 | -0.3% | 5,932 | 0.0% | 0.15% | -12.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $292,000 | +15.0% | 915 | 0.0% | 0.15% | +1.4% | |
| DEO | DIAGEO PLCspon adr new | $288,000 | +20.5% | 1,739 | 0.0% | 0.14% | +5.9% | |
| QS | New | QUANTUMSCAPE CORP | $284,000 | – | 5,000 | +100.0% | 0.14% | – |
| AMT | AMERICAN TOWER CORP NEW | $281,000 | -8.2% | 1,266 | 0.0% | 0.14% | -19.5% | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $281,000 | -2.4% | 4,085 | 0.0% | 0.14% | -14.1% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $281,000 | +19.1% | 1,664 | 0.0% | 0.14% | +4.5% | |
| PLUG | Sell | PLUG POWER INC | $269,000 | +100.7% | 5,000 | -50.0% | 0.13% | +76.3% |
| PYPL | PAYPAL HLDGS INC | $265,000 | +23.3% | 1,092 | 0.0% | 0.13% | +8.2% | |
| QCOM | New | QUALCOMM INC | $263,000 | – | 1,679 | +100.0% | 0.13% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $263,000 | – | 2,690 | +100.0% | 0.13% | – |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $259,000 | +28.2% | 8,378 | 0.0% | 0.13% | +12.2% | |
| IGM | ISHARES TRexpnd tec sc etf | $259,000 | +14.1% | 735 | 0.0% | 0.13% | 0.0% | |
| NFLX | NETFLIX INC | $255,000 | +2.0% | 500 | 0.0% | 0.13% | -10.6% | |
| SPLK | SPLUNK INC | $248,000 | -12.1% | 1,500 | 0.0% | 0.12% | -22.5% | |
| UL | New | UNILEVER PLCspon adr new | $245,000 | – | 4,040 | +100.0% | 0.12% | – |
| PI | New | IMPINJ INC | $242,000 | – | 5,630 | +100.0% | 0.12% | – |
| MCK | New | MCKESSON CORP | $235,000 | – | 1,280 | +100.0% | 0.12% | – |
| JWN | New | NORDSTROM INC | $222,000 | – | 6,483 | +100.0% | 0.11% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $212,000 | – | 1,254 | +100.0% | 0.11% | – |
| NVDA | NVIDIA CORPORATION | $212,000 | -1.9% | 400 | 0.0% | 0.11% | -13.8% | |
| AEP | AMERICAN ELEC PWR CO INC | $210,000 | -3.2% | 2,649 | 0.0% | 0.10% | -14.6% | |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $210,000 | – | 2,528 | +100.0% | 0.10% | – |
| PSX | New | PHILLIPS 66 | $204,000 | – | 2,880 | +100.0% | 0.10% | – |
| NVTA | New | INVITAE CORP | $205,000 | – | 4,000 | +100.0% | 0.10% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $205,000 | – | 250 | +100.0% | 0.10% | – |
| D | DOMINION ENERGY INC | $204,000 | -7.3% | 2,789 | 0.0% | 0.10% | -18.4% | |
| FLNT | Buy | FLUENT INC | $157,000 | +324.3% | 30,000 | +100.0% | 0.08% | +271.4% |
| MGTA | Buy | MAGENTA THERAPEUTICS INC | $152,000 | +85.4% | 18,000 | +50.0% | 0.08% | +61.7% |
| ZNGA | ZYNGA INCcl a | $99,000 | +8.8% | 10,000 | 0.0% | 0.05% | -5.8% | |
| HIO | WESTERN ASSET HIGH INCOME OP | $96,000 | +1.1% | 19,296 | 0.0% | 0.05% | -11.1% | |
| GAB | GABELLI EQUITY TR INC | $91,000 | +24.7% | 14,375 | 0.0% | 0.04% | +9.8% | |
| OPK | New | OPKO HEALTH INC | $66,000 | – | 15,000 | +100.0% | 0.03% | – |
| VSTM | Buy | VERASTEM INC | $51,000 | +325.0% | 20,000 | +100.0% | 0.02% | +257.1% |
| CRBP | Sell | CORBUS PHARMACEUTICALS HLDGS | $33,000 | -45.0% | 23,400 | -29.9% | 0.02% | -52.9% |
| AMC | New | AMC ENTMT HLDGS INC | $21,000 | – | 10,000 | +100.0% | 0.01% | – |
| BRKL | Exit | BROOKLINE BANCORP INC DEL | $0 | – | -10,500 | -100.0% | -0.05% | – |
| CHD | Exit | CHURCH & DWIGHT INC | $0 | – | -2,227 | -100.0% | -0.12% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,447 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-22
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 | 2024-01-10 |
| 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 |
| 13F-HR | 2022-01-18 |
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.