Aries Wealth Management Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$422.6B
Holdings
231
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (231 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 87,680 | $22.3B | 5.28% | |
| 2 | MSFTMICROSOFT CORP | 35,553 | $18.4B | 4.36% | |
| 3 | VUGVANGUARD INDEX FDS | 38,017 | $18.2B | 4.31% | |
| 4 | SPYSPDR S&P 500 ETF TR | 24,323 | $16.2B | 3.83% | |
| 5 | EFAISHARES TR | 156,529 | $14.6B | 3.46% | |
| 6 | VBVANGUARD INDEX FDS | 52,145 | $13.3B | 3.14% | |
| 7 | VOVANGUARD INDEX FDS | 41,055 | $12.1B | 2.85% | |
| 8 | AMZNAMAZON COM INC | 42,768 | $9.4B | 2.22% | |
| 9 | CATCATERPILLAR INC | 17,975 | $8.6B | 2.03% | |
| 10 | GOOGLALPHABET INC | 32,672 | $7.9B | 1.88% | |
| 11 | EEMISHARES TR | 146,460 | $7.8B | 1.85% | |
| 12 | SDYSPDR SERIES TRUST | 51,429 | $7.2B | 1.70% | |
| 13 | METAMETA PLATFORMS INC | 9,566 | $7.0B | 1.66% | |
| 14 | VTVVANGUARD INDEX FDS | 34,781 | $6.5B | 1.53% | |
| 15 | HDHOME DEPOT INC | 15,122 | $6.1B | 1.45% | |
| 16 | IWVISHARES TR | 15,294 | $5.8B | 1.37% | |
| 17 | JPMJPMORGAN CHASE & CO. | 17,561 | $5.5B | 1.31% | |
| 18 | WMTWALMART INC | 53,691 | $5.5B | 1.31% | |
| 19 | PXHINVESCO EXCH TRADED FD TR II | 204,284 | $5.2B | 1.23% | |
| 20 | XOMEXXON MOBIL CORP | 44,618 | $5.0B | 1.19% | |
| 21 | GQ9SPDR GOLD TR | 13,980 | $5.0B | 1.18% | |
| 22 | JNJJOHNSON & JOHNSON | 25,546 | $4.7B | 1.12% | |
| 23 | QUALISHARES TR | 24,256 | $4.7B | 1.12% | |
| 24 | VTIVANGUARD INDEX FDS | 14,114 | $4.6B | 1.10% | |
| 25 | DGRWWISDOMTREE TR | 51,386 | $4.6B | 1.08% | |
| 26 | VVISA INC | 13,283 | $4.5B | 1.07% | |
| 27 | GDXVANECK ETF TRUST | 47,404 | $3.6B | 0.86% | |
| 28 | FLRNSPDR SERIES TRUST | 114,648 | $3.5B | 0.84% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 3,768 | $3.5B | 0.83% | |
| 30 | SHYISHARES TR | 41,775 | $3.5B | 0.82% | |
| 31 | PGPROCTER AND GAMBLE CO | 21,957 | $3.4B | 0.80% | |
| 32 | LLYELI LILLY & CO | 4,351 | $3.3B | 0.79% | |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 11,437 | $3.2B | 0.76% | |
| 34 | ACWIISHARES TR | 21,382 | $3.0B | 0.70% | |
| 35 | VCITVANGUARD SCOTTSDALE FDS | 35,135 | $3.0B | 0.70% | |
| 36 | ABBVABBVIE INC | 12,757 | $3.0B | 0.70% | |
| 37 | USMVISHARES TR | 30,645 | $2.9B | 0.69% | |
| 38 | WMWASTE MGMT INC DEL | 12,525 | $2.8B | 0.65% | |
| 39 | IGSBISHARES TR | 49,862 | $2.6B | 0.63% | |
| 40 | TMOTHERMO FISHER SCIENTIFIC INC | 4,999 | $2.4B | 0.57% | |
| 41 | ABTABBOTT LABS | 17,428 | $2.3B | 0.55% | |
| 42 | VOOVANGUARD INDEX FDS | 3,807 | $2.3B | 0.55% | |
| 43 | VWOVANGUARD INTL EQUITY INDEX F | 41,993 | $2.3B | 0.54% | |
| 44 | ADPAUTOMATIC DATA PROCESSING IN | 7,587 | $2.2B | 0.53% | |
| 45 | AGGISHARES TR | 22,035 | $2.2B | 0.52% | |
| 46 | MRKMERCK & CO INC | 26,034 | $2.2B | 0.52% | |
| 47 | PEPPEPSICO INC | 15,302 | $2.1B | 0.51% | |
| 48 | GEGE AEROSPACE | 7,028 | $2.1B | 0.50% | |
| 49 | NDQINVESCO QQQ TR | 3,511 | $2.1B | 0.50% | |
| 50 | CBCHUBB LIMITED | 7,439 | $2.1B | 0.50% | |
| 51 | IDXXIDEXX LABS INC | 3,248 | $2.1B | 0.49% | |
| 52 | TJXTJX COS INC NEW | 14,351 | $2.1B | 0.49% | |
| 53 | AEMAGNICO EAGLE MINES LTD | 11,731 | $2.0B | 0.47% | |
| 54 | ORCLORACLE CORP | 6,881 | $1.9B | 0.46% | |
| 55 | NVDANVIDIA CORPORATION | 10,235 | $1.9B | 0.45% | |
| 56 | BTCGRAYSCALE BITCOIN MINI TR ET | 37,503 | $1.9B | 0.45% | |
| 57 | BLKBLACKROCK INC | 1,625 | $1.9B | 0.45% | |
| 58 | RTXRTX CORPORATION | 11,255 | $1.9B | 0.45% | |
| 59 | VCSHVANGUARD SCOTTSDALE FDS | 23,247 | $1.9B | 0.44% | |
| 60 | VEAVANGUARD TAX-MANAGED FDS | 31,000 | $1.9B | 0.44% | |
| 61 | ETHGRAYSCALE ETHEREUM MINI TR E | 46,828 | $1.8B | 0.43% | |
| 62 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,547 | $1.8B | 0.42% | |
| 63 | MCDMCDONALDS CORP | 5,740 | $1.7B | 0.41% | |
| 64 | JPSTJ P MORGAN EXCHANGE TRADED F | 33,415 | $1.7B | 0.40% | |
| 65 | TMUST-MOBILE US INC | 6,816 | $1.6B | 0.39% | |
| 66 | ITWILLINOIS TOOL WKS INC | 6,098 | $1.6B | 0.38% | |
| 67 | VTIPVANGUARD MALVERN FDS | 31,145 | $1.6B | 0.37% | |
| 68 | CTASIMPLIFY EXCHANGE TRADED FUN | 55,091 | $1.5B | 0.36% | |
| 69 | CVXCHEVRON CORP NEW | 9,863 | $1.5B | 0.36% | |
| 70 | ACNACCENTURE PLC IRELAND | 6,062 | $1.5B | 0.35% | |
| 71 | VIGVANGUARD SPECIALIZED FUNDS | 6,826 | $1.5B | 0.35% | |
| 72 | PXFINVESCO EXCH TRADED FD TR II | 23,406 | $1.4B | 0.34% | |
| 73 | BSVVANGUARD BD INDEX FDS | 17,929 | $1.4B | 0.33% | |
| 74 | VEUVANGUARD INTL EQUITY INDEX F | 19,609 | $1.4B | 0.33% | |
| 75 | FBTCFIDELITY WISE ORIGIN BITCOIN | 13,827 | $1.4B | 0.33% | |
| 76 | AQLTISHARES TR | 15,639 | $1.4B | 0.32% | |
| 77 | GBTCGRAYSCALE BITCOIN TRUST ETF | 14,545 | $1.3B | 0.31% | |
| 78 | AVGOBROADCOM INC | 3,905 | $1.3B | 0.30% | |
| 79 | GOOGALPHABET INC | 5,142 | $1.3B | 0.30% | |
| 80 | TXNTEXAS INSTRS INC | 6,777 | $1.2B | 0.29% | |
| 81 | GEVGE VERNOVA INC | 1,980 | $1.2B | 0.29% | |
| 82 | KKRKKR & CO INC | 9,364 | $1.2B | 0.29% | |
| 83 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 35,077 | $1.2B | 0.28% | |
| 84 | UNPUNION PAC CORP | 4,830 | $1.1B | 0.27% | |
| 85 | RSPINVESCO EXCHANGE TRADED FD T | 6,008 | $1.1B | 0.27% | |
| 86 | LINLINDE PLC | 2,385 | $1.1B | 0.27% | |
| 87 | CLCOLGATE PALMOLIVE CO | 14,157 | $1.1B | 0.27% | |
| 88 | LOWLOWES COS INC | 4,484 | $1.1B | 0.27% | |
| 89 | NEENEXTERA ENERGY INC | 14,923 | $1.1B | 0.27% | |
| 90 | 6RJ0ROCKET LAB CORP | 23,438 | $1.1B | 0.27% | |
| 91 | UBERUBER TECHNOLOGIES INC | 11,355 | $1.1B | 0.26% | |
| 92 | CITHE CIGNA GROUP | 3,827 | $1.1B | 0.26% | |
| 93 | MAMASTERCARD INCORPORATED | 1,912 | $1.1B | 0.26% | |
| 94 | XLKSELECT SECTOR SPDR TR | 3,795 | $1.1B | 0.25% | |
| 95 | CSCOCISCO SYS INC | 15,559 | $1.1B | 0.25% | |
| 96 | INDBINDEPENDENT BK CORP MASS | 15,100 | $1.0B | 0.25% | |
| 97 | VGKVANGUARD INTL EQUITY INDEX F | 12,500 | $997.5M | 0.24% | |
| 98 | MCKMCKESSON CORP | 1,208 | $933.2M | 0.22% | |
| 99 | VXFVANGUARD INDEX FDS | 4,369 | $914.6M | 0.22% | |
| 100 | KLACKLA CORP | 841 | $907.1M | 0.21% |
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