Aries Wealth Management Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$368.3M

Holdings

226

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (226 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	89,798	$19.9M	5.42%
2	VUGVANGUARD INDEX FDS	37,475	$13.9M	3.77%
3	MSFTMICROSOFT CORP	35,570	$13.4M	3.63%
4	SPYSPDR S&P 500 ETF TR	19,985	$11.2M	3.04%
5	VOVANGUARD INDEX FDS	41,511	$10.7M	2.92%
6	EFAISHARES TR	130,403	$10.7M	2.89%
7	VBVANGUARD INDEX FDS	47,995	$10.6M	2.89%
8	AMZNAMAZON COM INC	41,828	$8.0M	2.16%
9	SDYSPDR SER TR	52,313	$7.1M	1.93%
10	XOMEXXON MOBIL CORP	58,645	$7.0M	1.89%
11	CATCATERPILLAR INC	17,992	$5.9M	1.61%
12	VTVVANGUARD INDEX FDS	32,734	$5.7M	1.54%
13	HDHOME DEPOT INC	15,112	$5.5M	1.50%
14	METAMETA PLATFORMS INC	9,462	$5.5M	1.48%
15	EEMISHARES TR	124,759	$5.5M	1.48%
16	GOOGLALPHABET INC	32,404	$5.0M	1.36%
17	JNJJOHNSON & JOHNSON	29,368	$4.9M	1.32%
18	WMTWALMART INC	55,455	$4.9M	1.32%
19	IWVISHARES TR	15,294	$4.9M	1.32%
20	QUALISHARES TR	27,514	$4.7M	1.28%
21	DGRWWISDOMTREE TR	58,648	$4.7M	1.27%
22	PXHINVESCO EXCH TRADED FD TR II	208,664	$4.5M	1.23%
23	VVISA INC	12,932	$4.5M	1.23%
24	JPMJPMORGAN CHASE & CO.	18,445	$4.5M	1.23%
25	GQ9SPDR GOLD TR	14,843	$4.3M	1.16%
26	PGPROCTER AND GAMBLE CO	22,294	$3.8M	1.03%
27	USMVISHARES TR	39,141	$3.7M	1.00%
28	COSTCOSTCO WHSL CORP NEW	3,687	$3.5M	0.95%
29	LLYELI LILLY & CO	4,075	$3.4M	0.91%
30	FLRNSPDR SER TR	107,563	$3.3M	0.90%
31	VCITVANGUARD SCOTTSDALE FDS	38,439	$3.1M	0.85%
32	IBMINTERNATIONAL BUSINESS MACHS	12,187	$3.0M	0.82%
33	VTIVANGUARD INDEX FDS	10,985	$3.0M	0.82%
34	WMWASTE MGMT INC DEL	12,184	$2.8M	0.77%
35	ABBVABBVIE INC	13,317	$2.8M	0.76%
36	SHYISHARES TR	33,690	$2.8M	0.76%
37	IGSBISHARES TR	49,949	$2.6M	0.71%
38	BRK/BBERKSHIRE HATHAWAY INC DEL	4,909	$2.6M	0.71%
39	MRKMERCK & CO INC	28,427	$2.6M	0.69%
40	TMOTHERMO FISHER SCIENTIFIC INC	4,975	$2.5M	0.67%
41	ACWIISHARES TR	21,054	$2.5M	0.67%
42	PEPPEPSICO INC	15,592	$2.3M	0.63%
43	ADPAUTOMATIC DATA PROCESSING IN	7,588	$2.3M	0.63%
44	ABTABBOTT LABS	17,445	$2.3M	0.63%
45	UNHUNITEDHEALTH GROUP INC	4,407	$2.3M	0.63%
46	CBCHUBB LIMITED	7,449	$2.2M	0.61%
47	VEAVANGUARD TAX-MANAGED FDS	42,930	$2.2M	0.59%
48	VOOVANGUARD INDEX FDS	4,179	$2.1M	0.58%
49	GDXVANECK ETF TRUST	45,534	$2.1M	0.57%
50	AGGISHARES TR	20,569	$2.0M	0.55%
51	MCDMCDONALDS CORP	6,154	$1.9M	0.52%
52	ACNACCENTURE PLC IRELAND	6,056	$1.9M	0.51%
53	VCSHVANGUARD SCOTTSDALE FDS	23,582	$1.9M	0.51%
54	TMUST-MOBILE US INC	6,816	$1.8M	0.49%
55	VIGVANGUARD SPECIALIZED FUNDS	9,193	$1.8M	0.48%
56	VWOVANGUARD INTL EQUITY INDEX F	39,083	$1.8M	0.48%
57	TJXTJX COS INC NEW	14,111	$1.7M	0.47%
58	JPSTJ P MORGAN EXCHANGE TRADED F	32,750	$1.7M	0.45%
59	CVXCHEVRON CORP NEW	9,682	$1.6M	0.44%
60	ITWILLINOIS TOOL WKS INC	6,310	$1.6M	0.42%
61	NDQINVESCO QQQ TR	3,303	$1.5M	0.42%
62	CTASIMPLIFY EXCHANGE TRADED FUN	51,275	$1.5M	0.41%
63	NVDANVIDIA CORPORATION	13,995	$1.5M	0.41%
64	VTIPVANGUARD MALVERN FDS	29,860	$1.5M	0.40%
65	EFAVISHARES TR	18,740	$1.5M	0.40%
66	RTXRTX CORPORATION	10,779	$1.4M	0.39%
67	GEGE AEROSPACE	7,028	$1.4M	0.38%
68	BSVVANGUARD BD INDEX FDS	17,955	$1.4M	0.38%
69	VEUVANGUARD INTL EQUITY INDEX F	21,939	$1.3M	0.36%
70	CLCOLGATE PALMOLIVE CO	13,899	$1.3M	0.35%
71	IDXXIDEXX LABS INC	3,096	$1.3M	0.35%
72	BLKBLACKROCK INC	1,369	$1.3M	0.35%
73	CITHE CIGNA GROUP	3,912	$1.3M	0.35%
74	AEMAGNICO EAGLE MINES LTD	11,731	$1.3M	0.35%
75	RSPINVESCO EXCHANGE TRADED FD T	7,161	$1.2M	0.34%
76	PXFINVESCO EXCH TRADED FD TR II	23,596	$1.2M	0.33%
77	NEENEXTERA ENERGY INC	16,761	$1.2M	0.32%
78	AQLTISHARES TR	15,639	$1.2M	0.32%
79	BTCGRAYSCALE BITCOIN MINI TR ET	31,849	$1.2M	0.32%
80	TXNTEXAS INSTRS INC	6,344	$1.1M	0.31%
81	UNPUNION PAC CORP	4,758	$1.1M	0.31%
82	LINLINDE PLC	2,389	$1.1M	0.30%
83	KKRKKR & CO INC	9,404	$1.1M	0.30%
84	MAMASTERCARD INCORPORATED	1,927	$1.1M	0.29%
85	LOWLOWES COS INC	4,484	$1.0M	0.28%
86	CSCOCISCO SYS INC	16,299	$1.0M	0.27%
87	GBTCGRAYSCALE BITCOIN TRUST ETF	14,895	$971K	0.26%
88	TRVTRAVELERS COMPANIES INC	3,618	$957K	0.26%
89	INDBINDEPENDENT BK CORP MASS	15,100	$946K	0.26%
90	ORCLORACLE CORP	6,706	$938K	0.25%
91	MRSHMARSH & MCLENNAN COS INC	3,837	$936K	0.25%
92	FBTCFIDELITY WISE ORIGIN BITCOIN	12,582	$906K	0.25%
93	KOCOCA COLA CO	12,408	$889K	0.24%
94	BMYBRISTOL-MYERS SQUIBB CO	14,379	$877K	0.24%
95	GOOGALPHABET INC	5,517	$862K	0.23%
96	MMM3M CO	5,748	$844K	0.23%
97	VGKVANGUARD INTL EQUITY INDEX F	12,000	$843K	0.23%
98	VGITVANGUARD SCOTTSDALE FDS	13,942	$828K	0.22%
99	MDLZMONDELEZ INTL INC	12,172	$826K	0.22%
100	XLKSELECT SECTOR SPDR TR	3,957	$817K	0.22%

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