Aries Wealth Management Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$382.7B
Holdings
217
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (217 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 88,422 | $18.1B | 4.74% | |
| 2 | MSFTMICROSOFT CORP | 35,219 | $17.5B | 4.58% | |
| 3 | VUGVANGUARD INDEX FDS | 37,978 | $16.6B | 4.35% | |
| 4 | EFAISHARES TR | 144,339 | $12.9B | 3.37% | |
| 5 | SPYSPDR S&P 500 ETF TR | 19,344 | $12.0B | 3.12% | |
| 6 | VBVANGUARD INDEX FDS | 50,278 | $11.9B | 3.11% | |
| 7 | VOVANGUARD INDEX FDS | 40,678 | $11.4B | 2.97% | |
| 8 | AMZNAMAZON COM INC | 42,698 | $9.4B | 2.45% | |
| 9 | METAMETA PLATFORMS INC | 9,828 | $7.3B | 1.90% | |
| 10 | SDYSPDR SERIES TRUST | 51,429 | $7.0B | 1.82% | |
| 11 | CATCATERPILLAR INC | 17,892 | $6.9B | 1.82% | |
| 12 | EEMISHARES TR | 137,946 | $6.7B | 1.74% | |
| 13 | GOOGLALPHABET INC | 32,744 | $5.8B | 1.51% | |
| 14 | VTVVANGUARD INDEX FDS | 31,937 | $5.6B | 1.48% | |
| 15 | HDHOME DEPOT INC | 14,958 | $5.5B | 1.43% | |
| 16 | IWVISHARES TR | 15,294 | $5.4B | 1.40% | |
| 17 | WMTWALMART INC | 53,621 | $5.2B | 1.37% | |
| 18 | JPMJPMORGAN CHASE & CO. | 17,239 | $5.0B | 1.31% | |
| 19 | XOMEXXON MOBIL CORP | 44,618 | $4.8B | 1.26% | |
| 20 | PXHINVESCO EXCH TRADED FD TR II | 204,934 | $4.8B | 1.25% | |
| 21 | VVISA INC | 13,102 | $4.7B | 1.22% | |
| 22 | QUALISHARES TR | 24,305 | $4.4B | 1.16% | |
| 23 | DGRWWISDOMTREE TR | 51,589 | $4.3B | 1.13% | |
| 24 | VTIVANGUARD INDEX FDS | 14,039 | $4.3B | 1.12% | |
| 25 | GQ9SPDR GOLD TR | 13,877 | $4.2B | 1.11% | |
| 26 | JNJJOHNSON & JOHNSON | 25,688 | $3.9B | 1.03% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 3,564 | $3.5B | 0.92% | |
| 28 | PGPROCTER AND GAMBLE CO | 22,002 | $3.5B | 0.92% | |
| 29 | FLRNSPDR SERIES TRUST | 110,993 | $3.4B | 0.89% | |
| 30 | IBMINTERNATIONAL BUSINESS MACHS | 11,437 | $3.4B | 0.88% | |
| 31 | SHYISHARES TR | 39,397 | $3.3B | 0.85% | |
| 32 | LLYELI LILLY & CO | 4,110 | $3.2B | 0.84% | |
| 33 | USMVISHARES TR | 32,318 | $3.0B | 0.79% | |
| 34 | VCITVANGUARD SCOTTSDALE FDS | 35,111 | $2.9B | 0.76% | |
| 35 | WMWASTE MGMT INC DEL | 12,400 | $2.8B | 0.74% | |
| 36 | ACWIISHARES TR | 21,074 | $2.7B | 0.71% | |
| 37 | IGSBISHARES TR | 49,389 | $2.6B | 0.68% | |
| 38 | GDXVANECK ETF TRUST | 47,724 | $2.5B | 0.65% | |
| 39 | ABBVABBVIE INC | 13,167 | $2.4B | 0.64% | |
| 40 | ABTABBOTT LABS | 17,429 | $2.4B | 0.62% | |
| 41 | ADPAUTOMATIC DATA PROCESSING IN | 7,588 | $2.3B | 0.61% | |
| 42 | CBCHUBB LIMITED | 7,439 | $2.2B | 0.56% | |
| 43 | AGGISHARES TR | 21,485 | $2.1B | 0.56% | |
| 44 | VOOVANGUARD INDEX FDS | 3,707 | $2.1B | 0.55% | |
| 45 | MRKMERCK & CO INC | 26,184 | $2.1B | 0.54% | |
| 46 | TMOTHERMO FISHER SCIENTIFIC INC | 5,085 | $2.1B | 0.54% | |
| 47 | PEPPEPSICO INC | 15,302 | $2.0B | 0.53% | |
| 48 | NDQINVESCO QQQ TR | 3,511 | $1.9B | 0.51% | |
| 49 | VWOVANGUARD INTL EQUITY INDEX F | 39,148 | $1.9B | 0.51% | |
| 50 | VCSHVANGUARD SCOTTSDALE FDS | 23,247 | $1.8B | 0.48% | |
| 51 | ACNACCENTURE PLC IRELAND | 6,148 | $1.8B | 0.48% | |
| 52 | NVDANVIDIA CORPORATION | 11,485 | $1.8B | 0.47% | |
| 53 | GEGE AEROSPACE | 7,028 | $1.8B | 0.47% | |
| 54 | TJXTJX COS INC NEW | 14,351 | $1.8B | 0.46% | |
| 55 | VEAVANGUARD TAX-MANAGED FDS | 31,000 | $1.8B | 0.46% | |
| 56 | IDXXIDEXX LABS INC | 3,172 | $1.7B | 0.44% | |
| 57 | MCDMCDONALDS CORP | 5,740 | $1.7B | 0.44% | |
| 58 | BTCGRAYSCALE BITCOIN MINI TR ET | 34,668 | $1.7B | 0.43% | |
| 59 | BLKBLACKROCK INC | 1,549 | $1.6B | 0.42% | |
| 60 | TMUST-MOBILE US INC | 6,816 | $1.6B | 0.42% | |
| 61 | JPSTJ P MORGAN EXCHANGE TRADED F | 31,950 | $1.6B | 0.42% | |
| 62 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,325 | $1.6B | 0.42% | |
| 63 | RTXRTX CORPORATION | 10,757 | $1.6B | 0.41% | |
| 64 | VTIPVANGUARD MALVERN FDS | 30,345 | $1.5B | 0.40% | |
| 65 | ITWILLINOIS TOOL WKS INC | 6,099 | $1.5B | 0.39% | |
| 66 | ORCLORACLE CORP | 6,881 | $1.5B | 0.39% | |
| 67 | CTASIMPLIFY EXCHANGE TRADED FUN | 55,481 | $1.5B | 0.39% | |
| 68 | BSVVANGUARD BD INDEX FDS | 17,964 | $1.4B | 0.37% | |
| 69 | VIGVANGUARD SPECIALIZED FUNDS | 6,836 | $1.4B | 0.37% | |
| 70 | AEMAGNICO EAGLE MINES LTD | 11,731 | $1.4B | 0.36% | |
| 71 | VEUVANGUARD INTL EQUITY INDEX F | 20,584 | $1.4B | 0.36% | |
| 72 | PXFINVESCO EXCH TRADED FD TR II | 23,596 | $1.4B | 0.35% | |
| 73 | CVXCHEVRON CORP NEW | 9,254 | $1.3B | 0.35% | |
| 74 | TXNTEXAS INSTRS INC | 6,338 | $1.3B | 0.34% | |
| 75 | AQLTISHARES TR | 15,639 | $1.3B | 0.34% | |
| 76 | CITHE CIGNA GROUP | 3,827 | $1.3B | 0.33% | |
| 77 | CLCOLGATE PALMOLIVE CO | 13,872 | $1.3B | 0.33% | |
| 78 | KKRKKR & CO INC | 9,404 | $1.3B | 0.33% | |
| 79 | FBTCFIDELITY WISE ORIGIN BITCOIN | 13,262 | $1.2B | 0.33% | |
| 80 | GBTCGRAYSCALE BITCOIN TRUST ETF | 14,545 | $1.2B | 0.32% | |
| 81 | AVGOBROADCOM INC | 4,460 | $1.2B | 0.32% | |
| 82 | LINLINDE PLC | 2,385 | $1.1B | 0.29% | |
| 83 | UNPUNION PAC CORP | 4,798 | $1.1B | 0.29% | |
| 84 | RSPINVESCO EXCHANGE TRADED FD T | 6,008 | $1.1B | 0.29% | |
| 85 | MAMASTERCARD INCORPORATED | 1,927 | $1.1B | 0.28% | |
| 86 | CSCOCISCO SYS INC | 15,559 | $1.1B | 0.28% | |
| 87 | NEENEXTERA ENERGY INC | 15,330 | $1.1B | 0.28% | |
| 88 | GEVGE VERNOVA INC | 1,980 | $1.0B | 0.27% | |
| 89 | UBERUBER TECHNOLOGIES INC | 11,228 | $1.0B | 0.27% | |
| 90 | ETHGRAYSCALE ETHEREUM MINI TR E | 42,678 | $1.0B | 0.26% | |
| 91 | LOWLOWES COS INC | 4,484 | $994.9M | 0.26% | |
| 92 | VGKVANGUARD INTL EQUITY INDEX F | 12,500 | $968.8M | 0.25% | |
| 93 | XLKSELECT SECTOR SPDR TR | 3,795 | $961.0M | 0.25% | |
| 94 | INDBINDEPENDENT BK CORP MASS | 15,100 | $949.6M | 0.25% | |
| 95 | EMREMERSON ELEC CO | 6,819 | $909.2M | 0.24% | |
| 96 | DISDISNEY WALT CO | 7,314 | $907.0M | 0.24% | |
| 97 | GOOGALPHABET INC | 5,057 | $897.1M | 0.23% | |
| 98 | MCKMCKESSON CORP | 1,208 | $885.2M | 0.23% | |
| 99 | 6RJ0ROCKET LAB CORP | 24,708 | $883.8M | 0.23% | |
| 100 | MMM3M CO | 5,748 | $875.1M | 0.23% |
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