Aries Wealth Management Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$368.3B
Holdings
226
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (226 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 89,798 | $19.9B | 5.42% | |
| 2 | VUGVANGUARD INDEX FDS | 37,475 | $13.9B | 3.77% | |
| 3 | MSFTMICROSOFT CORP | 35,570 | $13.4B | 3.63% | |
| 4 | SPYSPDR S&P 500 ETF TR | 19,985 | $11.2B | 3.04% | |
| 5 | VOVANGUARD INDEX FDS | 41,511 | $10.7B | 2.92% | |
| 6 | EFAISHARES TR | 130,403 | $10.7B | 2.89% | |
| 7 | VBVANGUARD INDEX FDS | 47,995 | $10.6B | 2.89% | |
| 8 | AMZNAMAZON COM INC | 41,828 | $8.0B | 2.16% | |
| 9 | SDYSPDR SER TR | 52,313 | $7.1B | 1.93% | |
| 10 | XOMEXXON MOBIL CORP | 58,645 | $7.0B | 1.89% | |
| 11 | CATCATERPILLAR INC | 17,992 | $5.9B | 1.61% | |
| 12 | VTVVANGUARD INDEX FDS | 32,734 | $5.7B | 1.54% | |
| 13 | HDHOME DEPOT INC | 15,112 | $5.5B | 1.50% | |
| 14 | METAMETA PLATFORMS INC | 9,462 | $5.5B | 1.48% | |
| 15 | EEMISHARES TR | 124,759 | $5.5B | 1.48% | |
| 16 | GOOGLALPHABET INC | 32,404 | $5.0B | 1.36% | |
| 17 | JNJJOHNSON & JOHNSON | 29,368 | $4.9B | 1.32% | |
| 18 | WMTWALMART INC | 55,455 | $4.9B | 1.32% | |
| 19 | IWVISHARES TR | 15,294 | $4.9B | 1.32% | |
| 20 | QUALISHARES TR | 27,514 | $4.7B | 1.28% | |
| 21 | DGRWWISDOMTREE TR | 58,648 | $4.7B | 1.27% | |
| 22 | PXHINVESCO EXCH TRADED FD TR II | 208,664 | $4.5B | 1.23% | |
| 23 | VVISA INC | 12,932 | $4.5B | 1.23% | |
| 24 | JPMJPMORGAN CHASE & CO. | 18,445 | $4.5B | 1.23% | |
| 25 | GQ9SPDR GOLD TR | 14,843 | $4.3B | 1.16% | |
| 26 | PGPROCTER AND GAMBLE CO | 22,294 | $3.8B | 1.03% | |
| 27 | USMVISHARES TR | 39,141 | $3.7B | 1.00% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 3,687 | $3.5B | 0.95% | |
| 29 | LLYELI LILLY & CO | 4,075 | $3.4B | 0.91% | |
| 30 | FLRNSPDR SER TR | 107,563 | $3.3B | 0.90% | |
| 31 | VCITVANGUARD SCOTTSDALE FDS | 38,439 | $3.1B | 0.85% | |
| 32 | IBMINTERNATIONAL BUSINESS MACHS | 12,187 | $3.0B | 0.82% | |
| 33 | VTIVANGUARD INDEX FDS | 10,985 | $3.0B | 0.82% | |
| 34 | WMWASTE MGMT INC DEL | 12,184 | $2.8B | 0.77% | |
| 35 | ABBVABBVIE INC | 13,317 | $2.8B | 0.76% | |
| 36 | SHYISHARES TR | 33,690 | $2.8B | 0.76% | |
| 37 | IGSBISHARES TR | 49,949 | $2.6B | 0.71% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,909 | $2.6B | 0.71% | |
| 39 | MRKMERCK & CO INC | 28,427 | $2.6B | 0.69% | |
| 40 | TMOTHERMO FISHER SCIENTIFIC INC | 4,975 | $2.5B | 0.67% | |
| 41 | ACWIISHARES TR | 21,054 | $2.5B | 0.67% | |
| 42 | PEPPEPSICO INC | 15,592 | $2.3B | 0.63% | |
| 43 | ADPAUTOMATIC DATA PROCESSING IN | 7,588 | $2.3B | 0.63% | |
| 44 | ABTABBOTT LABS | 17,445 | $2.3B | 0.63% | |
| 45 | UNHUNITEDHEALTH GROUP INC | 4,407 | $2.3B | 0.63% | |
| 46 | CBCHUBB LIMITED | 7,449 | $2.2B | 0.61% | |
| 47 | VEAVANGUARD TAX-MANAGED FDS | 42,930 | $2.2B | 0.59% | |
| 48 | VOOVANGUARD INDEX FDS | 4,179 | $2.1B | 0.58% | |
| 49 | GDXVANECK ETF TRUST | 45,534 | $2.1B | 0.57% | |
| 50 | AGGISHARES TR | 20,569 | $2.0B | 0.55% | |
| 51 | MCDMCDONALDS CORP | 6,154 | $1.9B | 0.52% | |
| 52 | ACNACCENTURE PLC IRELAND | 6,056 | $1.9B | 0.51% | |
| 53 | VCSHVANGUARD SCOTTSDALE FDS | 23,582 | $1.9B | 0.51% | |
| 54 | TMUST-MOBILE US INC | 6,816 | $1.8B | 0.49% | |
| 55 | VIGVANGUARD SPECIALIZED FUNDS | 9,193 | $1.8B | 0.48% | |
| 56 | VWOVANGUARD INTL EQUITY INDEX F | 39,083 | $1.8B | 0.48% | |
| 57 | TJXTJX COS INC NEW | 14,111 | $1.7B | 0.47% | |
| 58 | JPSTJ P MORGAN EXCHANGE TRADED F | 32,750 | $1.7B | 0.45% | |
| 59 | CVXCHEVRON CORP NEW | 9,682 | $1.6B | 0.44% | |
| 60 | ITWILLINOIS TOOL WKS INC | 6,310 | $1.6B | 0.42% | |
| 61 | NDQINVESCO QQQ TR | 3,303 | $1.5B | 0.42% | |
| 62 | CTASIMPLIFY EXCHANGE TRADED FUN | 51,275 | $1.5B | 0.41% | |
| 63 | NVDANVIDIA CORPORATION | 13,995 | $1.5B | 0.41% | |
| 64 | VTIPVANGUARD MALVERN FDS | 29,860 | $1.5B | 0.40% | |
| 65 | EFAVISHARES TR | 18,740 | $1.5B | 0.40% | |
| 66 | RTXRTX CORPORATION | 10,779 | $1.4B | 0.39% | |
| 67 | GEGE AEROSPACE | 7,028 | $1.4B | 0.38% | |
| 68 | BSVVANGUARD BD INDEX FDS | 17,955 | $1.4B | 0.38% | |
| 69 | VEUVANGUARD INTL EQUITY INDEX F | 21,939 | $1.3B | 0.36% | |
| 70 | CLCOLGATE PALMOLIVE CO | 13,899 | $1.3B | 0.35% | |
| 71 | IDXXIDEXX LABS INC | 3,096 | $1.3B | 0.35% | |
| 72 | BLKBLACKROCK INC | 1,369 | $1.3B | 0.35% | |
| 73 | CITHE CIGNA GROUP | 3,912 | $1.3B | 0.35% | |
| 74 | AEMAGNICO EAGLE MINES LTD | 11,731 | $1.3B | 0.35% | |
| 75 | RSPINVESCO EXCHANGE TRADED FD T | 7,161 | $1.2B | 0.34% | |
| 76 | PXFINVESCO EXCH TRADED FD TR II | 23,596 | $1.2B | 0.33% | |
| 77 | NEENEXTERA ENERGY INC | 16,761 | $1.2B | 0.32% | |
| 78 | AQLTISHARES TR | 15,639 | $1.2B | 0.32% | |
| 79 | BTCGRAYSCALE BITCOIN MINI TR ET | 31,849 | $1.2B | 0.32% | |
| 80 | TXNTEXAS INSTRS INC | 6,344 | $1.1B | 0.31% | |
| 81 | UNPUNION PAC CORP | 4,758 | $1.1B | 0.31% | |
| 82 | LINLINDE PLC | 2,389 | $1.1B | 0.30% | |
| 83 | KKRKKR & CO INC | 9,404 | $1.1B | 0.30% | |
| 84 | MAMASTERCARD INCORPORATED | 1,927 | $1.1B | 0.29% | |
| 85 | LOWLOWES COS INC | 4,484 | $1.0B | 0.28% | |
| 86 | CSCOCISCO SYS INC | 16,299 | $1.0B | 0.27% | |
| 87 | GBTCGRAYSCALE BITCOIN TRUST ETF | 14,895 | $970.7M | 0.26% | |
| 88 | TRVTRAVELERS COMPANIES INC | 3,618 | $956.8M | 0.26% | |
| 89 | INDBINDEPENDENT BK CORP MASS | 15,100 | $946.0M | 0.26% | |
| 90 | ORCLORACLE CORP | 6,706 | $937.6M | 0.25% | |
| 91 | MRSHMARSH & MCLENNAN COS INC | 3,837 | $936.3M | 0.25% | |
| 92 | FBTCFIDELITY WISE ORIGIN BITCOIN | 12,582 | $905.5M | 0.25% | |
| 93 | KOCOCA COLA CO | 12,408 | $888.7M | 0.24% | |
| 94 | BMYBRISTOL-MYERS SQUIBB CO | 14,379 | $877.0M | 0.24% | |
| 95 | GOOGALPHABET INC | 5,517 | $861.9M | 0.23% | |
| 96 | MMM3M CO | 5,748 | $844.2M | 0.23% | |
| 97 | VGKVANGUARD INTL EQUITY INDEX F | 12,000 | $842.5M | 0.23% | |
| 98 | VGITVANGUARD SCOTTSDALE FDS | 13,942 | $828.2M | 0.22% | |
| 99 | MDLZMONDELEZ INTL INC | 12,172 | $825.9M | 0.22% | |
| 100 | XLKSELECT SECTOR SPDR TR | 3,957 | $817.0M | 0.22% |
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