Aries Wealth Management Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$422.6M

Holdings

231

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (231 positions)

StockValue
AAPLAPPLE INC
$22.3M
MSFTMICROSOFT CORP
$18.4M
VUGVANGUARD INDEX FDS
$18.2M
SPYSPDR S&P 500 ETF TR
$16.2M
EFAISHARES TR
$14.6M
VBVANGUARD INDEX FDS
$13.3M
VOVANGUARD INDEX FDS
$12.1M
AMZNAMAZON COM INC
$9.4M
CATCATERPILLAR INC
$8.6M
GOOGLALPHABET INC
$7.9M
EEMISHARES TR
$7.8M
SDYSPDR SERIES TRUST
$7.2M
METAMETA PLATFORMS INC
$7.0M
VTVVANGUARD INDEX FDS
$6.5M
HDHOME DEPOT INC
$6.1M
IWVISHARES TR
$5.8M
JPMJPMORGAN CHASE & CO.
$5.5M
WMTWALMART INC
$5.5M
PXHINVESCO EXCH TRADED FD TR II
$5.2M
XOMEXXON MOBIL CORP
$5.0M
GQ9SPDR GOLD TR
$5.0M
JNJJOHNSON & JOHNSON
$4.7M
QUALISHARES TR
$4.7M
VTIVANGUARD INDEX FDS
$4.6M
DGRWWISDOMTREE TR
$4.6M
VVISA INC
$4.5M
GDXVANECK ETF TRUST
$3.6M
FLRNSPDR SERIES TRUST
$3.5M
COSTCOSTCO WHSL CORP NEW
$3.5M
SHYISHARES TR
$3.5M
PGPROCTER AND GAMBLE CO
$3.4M
LLYELI LILLY & CO
$3.3M
IBMINTERNATIONAL BUSINESS MACHS
$3.2M
ACWIISHARES TR
$3.0M
VCITVANGUARD SCOTTSDALE FDS
$3.0M
ABBVABBVIE INC
$3.0M
USMVISHARES TR
$2.9M
WMWASTE MGMT INC DEL
$2.8M
IGSBISHARES TR
$2.6M
TMOTHERMO FISHER SCIENTIFIC INC
$2.4M
ABTABBOTT LABS
$2.3M
VOOVANGUARD INDEX FDS
$2.3M
VWOVANGUARD INTL EQUITY INDEX F
$2.3M
ADPAUTOMATIC DATA PROCESSING IN
$2.2M
AGGISHARES TR
$2.2M
MRKMERCK & CO INC
$2.2M
PEPPEPSICO INC
$2.1M
GEGE AEROSPACE
$2.1M
NDQINVESCO QQQ TR
$2.1M
CBCHUBB LIMITED
$2.1M
IDXXIDEXX LABS INC
$2.1M
TJXTJX COS INC NEW
$2.1M
AEMAGNICO EAGLE MINES LTD
$2.0M
ORCLORACLE CORP
$1.9M
NVDANVIDIA CORPORATION
$1.9M
BTCGRAYSCALE BITCOIN MINI TR ET
$1.9M
BLKBLACKROCK INC
$1.9M
RTXRTX CORPORATION
$1.9M
VCSHVANGUARD SCOTTSDALE FDS
$1.9M
VEAVANGUARD TAX-MANAGED FDS
$1.9M
ETHGRAYSCALE ETHEREUM MINI TR E
$1.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.8M
MCDMCDONALDS CORP
$1.7M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.7M
TMUST-MOBILE US INC
$1.6M
ITWILLINOIS TOOL WKS INC
$1.6M
VTIPVANGUARD MALVERN FDS
$1.6M
CTASIMPLIFY EXCHANGE TRADED FUN
$1.5M
CVXCHEVRON CORP NEW
$1.5M
ACNACCENTURE PLC IRELAND
$1.5M
VIGVANGUARD SPECIALIZED FUNDS
$1.5M
PXFINVESCO EXCH TRADED FD TR II
$1.4M
BSVVANGUARD BD INDEX FDS
$1.4M
VEUVANGUARD INTL EQUITY INDEX F
$1.4M
FBTCFIDELITY WISE ORIGIN BITCOIN
$1.4M
AQLTISHARES TR
$1.4M
GBTCGRAYSCALE BITCOIN TRUST ETF
$1.3M
AVGOBROADCOM INC
$1.3M
GOOGALPHABET INC
$1.3M
TXNTEXAS INSTRS INC
$1.2M
GEVGE VERNOVA INC
$1.2M
KKRKKR & CO INC
$1.2M
ETHEGRAYSCALE ETHEREUM TRUST ETF
$1.2M
UNPUNION PAC CORP
$1.1M
RSPINVESCO EXCHANGE TRADED FD T
$1.1M
LINLINDE PLC
$1.1M
CLCOLGATE PALMOLIVE CO
$1.1M
LOWLOWES COS INC
$1.1M
NEENEXTERA ENERGY INC
$1.1M
6RJ0ROCKET LAB CORP
$1.1M
UBERUBER TECHNOLOGIES INC
$1.1M
CITHE CIGNA GROUP
$1.1M
MAMASTERCARD INCORPORATED
$1.1M
XLKSELECT SECTOR SPDR TR
$1.1M
CSCOCISCO SYS INC
$1.1M
INDBINDEPENDENT BK CORP MASS
$1.0M
VGKVANGUARD INTL EQUITY INDEX F
$998K
MCKMCKESSON CORP
$933K
VXFVANGUARD INDEX FDS
$915K
KLACKLA CORP
$907K
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