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CIK: 0001729515
Total reported value
$509.3M
$509.3M
210 檔
12.0%
The Q1 2024 SEC filing reveals that Aries Wealth Management held a total portfolio value of $509.3M, covering 210 public equity positions.
In Q1 2024, Aries Wealth Management displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.17% | +0.09% | -1.44% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.57% | -0.32% | -4.63% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.46% | +0.36% | +6.79% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.36% | +0.20% | +2.59% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.15% | +0.07% | +2.91% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.82% | +0.19% | +7.60% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.46% | +0.07% | +18.92% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.37% | -0.15% | +1.85% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | +0.03% | -1.71% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.14% | +0.92% | — | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.79% | -0.05% | -1.02% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.77% | -0.44% | -2.68% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.10% | +1.62% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.17% | -0.76% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.40% | -0.04% | +3.53% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.23% | -0.37% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.33% | +0.02% | +5.09% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.29% | -0.04% | -0.32% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | +0.01% | -0.65% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.01% | -0.74% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.16% | -0.28% | +195.26% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.07% | +0.75% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.07% | +0.25% | +29.06% | |
| 24 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.07% | -0.10% | +25.18% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.05% | +0.03% | -0.46% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.03% | -0.05% | +4.11% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.93% | -0.06% | — | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.11% | +1.15% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.31% | +3.95% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.88% | -0.08% | -16.28% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.14% | -2.15% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | +0.13% | +54.90% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.14% | -4.22% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.81% | -0.10% | +3.54% | |
| 35 | ITW | Illinois Tool Works | Stock-Industrials | 0.77% | -0.03% | -0.11% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | — | -0.23% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | +0.03% | — | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.68% | +0.02% | +5.14% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.05% | +2.79% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.03% | +1.70% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.01% | -0.56% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | — | -0.25% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | -0.06% | +0.30% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.61% | -0.03% | -1.24% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.60% | -0.08% | +3.17% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | -0.01% | +0.34% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.09% | -0.77% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.08% | +0.01% | |
| 49 | TREX | Trex Company Inc | Stock-Industrials | 0.55% | — | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.13% | -2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | NEW | New buy |
| 2 | EFA | Ishares Msci Eafe ETF | +0.3% | +18.92% | Add |
| 3 | VTV | Vanguard Value ETF | +0.3% | +54.90% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.3% | -0.76% | Trim |
| 5 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 6 | VUG | Vanguard Growth ETF | +0.2% | +6.79% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +7.60% | Add |
| 8 | SUSL | Ishares Esg Msci USA Leaders | +0.2% | NEW | New buy |
| 9 | EEM | Ishares Msci Emerging Market | +0.2% | +29.06% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +0.16% | Add |
| 11 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.1% | +25.18% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | -1.71% | Trim |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.1% | NEW | New buy |
| 14 | VCIT | Vanguard Int-term Corporate | +0.1% | +116.17% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | -0.32% | Trim |
| 16 | LLY | Eli Lilly & Co | +0.1% | -4.22% | Trim |
| 17 | CCI | Crown Castle Inc | +0.1% | NEW | New buy |
| 18 | VGIT | Vanguard Intermediate-term T | +0.1% | +85.92% | Add |
| 19 | EASG | Xtrackr Msci Eafe Sel Eq ETF | +0.1% | NEW | New buy |
| 20 | GE | General Electric | +0.1% | — | Unchanged |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +46.84% | Add |
| 22 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 23 | TOST | Toast Inc-class A | +0.1% | NEW | New buy |
| 24 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +5.09% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -0.74% | Trim |
| 26 | WM | Waste Management Inc | +0.1% | +3.17% | Add |
| 27 | DIS | Walt Disney Co/the | +0.1% | -0.52% | Trim |
| 28 | ABBV | Abbvie Inc | +0.1% | -0.23% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.70% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +12.71% | Add |
| 31 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 32 | TREX | Trex Company Inc | 0% | — | Unchanged |
| 33 | CI | THE Cigna Group | 0% | — | Unchanged |
| 34 | XOM | Exxon Mobil CORP | 0% | -2.68% | Trim |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +3.53% | Add |
| 36 | WMT | Walmart Inc | 0% | +195.26% | Add |
| 37 | ACWI | Ishares Msci Acwi ETF | 0% | +5.14% | Add |
| 38 | PG | Procter & Gamble Co/the | 0% | +0.75% | Add |
| 39 | USMV | Ishares Msci USA Min Vol Fac | 0% | +4.11% | Add |
| 40 | GLD | Spdr Gold Shares | 0% | +3.95% | Add |
| 41 | VO | Vanguard Mid-cap ETF | — | +2.91% | Add |
| 42 | IWV | Ishares Russell 3000 ETF | 0% | -0.46% | Trim |
| 43 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 44 | HD | Home Depot Inc | 0% | -1.02% | Trim |
| 45 | VB | Vanguard Small-cap ETF | 0% | +2.59% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | 0% | -0.37% | Trim |
| 47 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | +1.85% | Add |
| 48 | MSFT | Microsoft CORP | -0.2% | -4.63% | Trim |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | -0.3% | -16.28% | Trim |
| 50 | AAPL | Apple Inc | -1.4% | -1.44% | Trim |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $509.3M across 210 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, VUG) accounted for 12.0% of total reported equity market value during Q1 2024.
Top New Position Initiated
GBTC
市值: $986.3K
Top Position Liquidated / Trimmed
AAPL
前期市值: $18.3M
During Q1 2024, Aries Wealth Management's top holdings by market value included AAPL (5.2%)、MSFT (4.6%)、VUG (3.5%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q1 2024, Aries Wealth Management made 44 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 14 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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