Aries Wealth Management Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$451.6M
Holdings
233
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (233 positions)
| Stock | Value |
|---|---|
GBTCGRAYSCALE BITCOIN TRUST ETF | $937K |
VXFVANGUARD INDEX FDS | $913K |
MMM3M CO | $913K |
EMREMERSON ELEC CO | $905K |
PIIMPINJ INC | $870K |
AZNASTRAZENECA PLC | $866K |
KOCOCA COLA CO | $852K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $803K |
NFLXNETFLIX INC | $780K |
SHVISHARES TR | $778K |
AXPAMERICAN EXPRESS CO | $776K |
TRVTRAVELERS COMPANIES INC | $770K |
CRMSALESFORCE INC | $769K |
ACWXISHARES TR | $758K |
PFEPFIZER INC | $757K |
MNSTMONSTER BEVERAGE CORP NEW | $743K |
AXSMAXSOME THERAPEUTICS INC | $730K |
SUSLISHARES TR | $724K |
MRSHMARSH & MCLENNAN COS INC | $710K |
KODKODIAK SCIENCES INC | $699K |
XLVSELECT SECTOR SPDR TR | $687K |
IVVISHARES TR | $679K |
TMUST-MOBILE US INC | $662K |
ETNEATON CORP PLC | $648K |
WSMWILLIAMS SONOMA INC | $639K |
HONHONEYWELL INTL INC | $630K |
ADBEADOBE INC | $621K |
STTSTATE STR CORP | $616K |
MDLZMONDELEZ INTL INC | $611K |
GDLCGRAYSCALE COINDESK CRYPTO | $603K |
ARESARES MANAGEMENT CORPORATION | $602K |
SHELSHELL PLC | $587K |
BMYBRISTOL-MYERS SQUIBB CO | $582K |
IWFISHARES TR | $570K |
BNDVANGUARD BD INDEX FDS | $568K |
GSGOLDMAN SACHS GROUP INC | $566K |
IAU*ISHARES GOLD TR | $538K |
HUBBHUBBELL INC | $535K |
A4SAMERIPRISE FINL INC | $530K |
DHRDANAHER CORPORATION | $516K |
IEMGISHARES INC | $515K |
FTSMFIRST TR EXCHANGE-TRADED FD | $509K |
XLESELECT SECTOR SPDR TR | $508K |
CEGCONSTELLATION ENERGY CORP | $508K |
EFAVISHARES TR | $503K |
XLFSELECT SECTOR SPDR TR | $500K |
TTETOTALENERGIES SE | $486K |
TDIVFIRST TR EXCHANGE TRADED FD | $481K |
HIGHARTFORD INSURANCE GROUP INC | $476K |
NXPINXP SEMICONDUCTORS N V | $473K |
LRCXLAM RESEARCH CORP | $472K |
RNRRENAISSANCERE HLDGS LTD | $471K |
IJHISHARES TR | $466K |
VGSHVANGUARD SCOTTSDALE FDS | $463K |
ORLYOREILLY AUTOMOTIVE INC | $452K |
ISRGINTUITIVE SURGICAL INC | $444K |
UNMUNUM GROUP | $444K |
EEMVISHARES INC | $441K |
FDXFEDEX CORP | $433K |
VGITVANGUARD SCOTTSDALE FDS | $416K |
INTCINTEL CORP | $410K |
PHPARKER-HANNIFIN CORP | $407K |
ECLECOLAB INC | $406K |
URIUNITED RENTALS INC | $404K |
NUENUCOR CORP | $400K |
SLVISHARES SILVER TR | $392K |
IEIISHARES TR | $386K |
PSXPHILLIPS 66 | $383K |
XYLXYLEM INC | $381K |
RSGREPUBLIC SVCS INC | $376K |
CHKPCHECK POINT SOFTWARE TECH LT | $375K |
AFLAFLAC INC | $370K |
LMTLOCKHEED MARTIN CORP | $361K |
BABAALIBABA GROUP HLDG LTD | $356K |
MLB1MERCADOLIBRE INC | $352K |
RPGINVESCO EXCHANGE TRADED FD T | $351K |
XLYSELECT SECTOR SPDR TR | $349K |
COPCONOCOPHILLIPS | $347K |
XBISPDR SERIES TRUST | $336K |
FSKFS KKR CAP CORP | $334K |
XNTKSPDR SERIES TRUST | $333K |
QARPDBX ETF TR | $332K |
EASGDBX ETF TR | $323K |
IGMISHARES TR | $322K |
DWDMORGAN STANLEY | $303K |
ALSALLSTATE CORP | $300K |
IJRISHARES TR | $293K |
AMGNAMGEN INC | $293K |
WMBWILLIAMS COS INC | $290K |
TSLATESLA INC | $289K |
SYKSTRYKER CORPORATION | $284K |
KMBKIMBERLY-CLARK CORP | $275K |
VRTXVERTEX PHARMACEUTICALS INC | $274K |
CHDCHURCH & DWIGHT CO INC | $268K |
SHWSHERWIN WILLIAMS CO | $266K |
TOSTTOAST INC | $266K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $264K |
LDEMISHARES TR | $264K |
WFCWELLS FARGO CO NEW | $263K |
XLCSELECT SECTOR SPDR TR | $260K |