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CIK: 0001729515
Total reported value
$509.3M
$509.3M
231 檔
14.2%
During the Q3 2024 filing period, Aries Wealth Management (CIK: 0001729515) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $509.3M across 231 reported positions.
In Q3 2024, Aries Wealth Management displayed an active expansion posture, initiating 13 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 231 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.91% | +0.09% | -0.69% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.32% | +4.22% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.79% | +0.36% | +11.47% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.08% | +0.20% | -0.20% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.97% | +0.07% | -0.87% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.96% | +0.19% | +10.52% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.72% | +0.07% | +11.90% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.11% | -0.15% | -3.22% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | +0.03% | -0.89% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.93% | +0.92% | -0.55% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.69% | -0.05% | +4.49% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -0.44% | -3.86% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.17% | -2.13% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.41% | +0.02% | +2.57% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.37% | +0.03% | +41.18% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.36% | -0.04% | +0.10% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.23% | +0.15% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.10% | -6.77% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.25% | -0.28% | -5.58% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.24% | +0.25% | +14.69% | |
| 21 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.22% | -0.10% | -0.98% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.16% | +0.13% | +27.55% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.01% | -1.65% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.07% | +1.21% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.02% | -0.05% | +0.68% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.14% | +27.31% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | +0.01% | -4.79% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.94% | -0.31% | +3.68% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.14% | -2.34% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | +0.04% | +98.51% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | -0.06% | -1.67% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.04% | +2.83% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.79% | -0.08% | +2.69% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.77% | -0.10% | +10.08% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.74% | — | +140.87% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | — | +3.58% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | — | +11.42% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | +0.03% | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.11% | -9.73% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.68% | -0.03% | +6.23% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.66% | +0.02% | +1.75% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.65% | -0.08% | +30.65% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.05% | -0.46% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.01% | +2.41% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.03% | +0.23% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.57% | -0.03% | -0.42% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | -0.03% | +29.40% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.07% | +94.35% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.54% | -0.06% | -1.43% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.03% | -0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +0.4% | +140.87% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +98.51% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.3% | +277.74% | Add |
| 4 | IWV | Ishares Russell 3000 ETF | +0.3% | +41.18% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | NEW | New buy |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +94.35% | Add |
| 7 | VXF | Vanguard Extended Market ETF | +0.2% | NEW | New buy |
| 8 | ETHE | Grayscale Ethereum Staking E | +0.2% | NEW | New buy |
| 9 | VTV | Vanguard Value ETF | +0.2% | +27.55% | Add |
| 10 | KLAC | Kla CORP | +0.2% | NEW | New buy |
| 11 | AMP | Ameriprise Financial Inc | +0.2% | NEW | New buy |
| 12 | ARES | Ares Management CORP - A | +0.2% | NEW | New buy |
| 13 | WSM | Williams-sonoma Inc | +0.2% | NEW | New buy |
| 14 | HUBB | Hubbell Inc | +0.1% | NEW | New buy |
| 15 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | New buy |
| 16 | ADP | Automatic Data Processing | +0.1% | +29.40% | Add |
| 17 | HD | Home Depot Inc | +0.1% | +4.49% | Add |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +78.82% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | +80.30% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +2359.02% | Add |
| 21 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | +11.90% | Add |
| 23 | ACN | Accenture plc | +0.1% | +23.36% | Add |
| 24 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | NEW | New buy |
| 25 | BLKCHF | Blackrock Inc | +0.1% | +28.67% | Add |
| 26 | AFL | Aflac Inc | +0.1% | NEW | New buy |
| 27 | ✓ | Eth | +0.1% | NEW | New buy |
| 28 | EEM | Ishares Msci Emerging Market | +0.1% | +14.69% | Add |
| 29 | ETN | Eaton Corporation plc | +0.1% | +123.02% | Add |
| 30 | LLY | Eli Lilly & Co | +0.1% | +27.31% | Add |
| 31 | UNH | Unitedhealth Group Inc | +0.1% | +11.42% | Add |
| 32 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 33 | NEE | Nextera Energy Inc | +0.1% | +19.60% | Add |
| 34 | WM | Waste Management Inc | +0.1% | +30.65% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +10.52% | Add |
| 36 | CAT | Caterpillar Inc | 0% | -0.55% | Trim |
| 37 | GLD | Spdr Gold Shares | 0% | +3.68% | Add |
| 38 | ABBV | Abbvie Inc | 0% | +3.58% | Add |
| 39 | ITW | Illinois Tool Works | 0% | +6.23% | Add |
| 40 | VUG | Vanguard Growth ETF | — | +11.47% | Add |
| 41 | WMT | Walmart Inc | 0% | -5.58% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.1% | -2.13% | Trim |
| 43 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +2.57% | Add |
| 44 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -3.22% | Trim |
| 45 | AMT | American Tower CORP | -0.1% | EXIT | Sold out |
| 46 | VB | Vanguard Small-cap ETF | -0.2% | -0.20% | Trim |
| 47 | VO | Vanguard Mid-cap ETF | -0.2% | -0.87% | Trim |
| 48 | NKE | Nike Inc -cl B | -0.2% | -74.75% | Trim |
| 49 | AAPL | Apple Inc | -0.3% | -0.69% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.15% | Add |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $509.3M across 231 disclosed positions in Q3 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 14.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
IEFA
市值: $1.2M
Top Position Liquidated / Trimmed
AMT
前期市值: $427.1K
During Q3 2024, Aries Wealth Management's top holdings by market value included AAPL (5.9%)、MSFT (4.2%)、VUG (3.8%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q3 2024, Aries Wealth Management made 49 total portfolio adjustments, initiating 13 new buys, adding to 27 positions, trimming 8 holdings, and fully liquidating 1 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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