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
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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