Aries Wealth Management — Q2 2025 13F Holdings

Name: Aries Wealth Management — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729515

Total reported value

$454.8M

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Full holdings list this quarter

Showing top 200 holdings (of 217 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	4.74%	-0.43%	-1.53%
2	MSFT	Microsoft CORP	Stock-Tech	4.58%	-0.90%	-0.99%
3	VUG	Vanguard Growth ETF	ETF-Other	4.35%	-0.32%	+1.34%
4	EFA	Ishares Msci Eafe ETF	ETF-Other	3.37%	+0.44%	+10.69%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	3.12%	—	-3.21%
6	VB	Vanguard Small-cap ETF	ETF-Other	3.11%	+0.46%	+4.76%
7	VO	Vanguard Mid-cap ETF	ETF-Other	2.97%	+0.16%	-2.01%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	2.45%	-0.19%	+2.08%
9	META	Meta Platforms Inc-class A	Stock-Comm Services	1.90%	-0.15%	+3.87%
10	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	1.82%	—	-1.69%
11	CAT	Caterpillar INC	Stock-Industrials	1.82%	+0.49%	-0.56%
12	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	1.74%	+0.34%	+10.57%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.51%	-0.21%	+1.05%
14	VTV	Vanguard Value ETF	ETF-Other	1.48%	+0.22%	-2.43%
15	HD	Home Depot INC	Stock-Consumer Disc	1.43%	—	-1.02%
16	IWV	Ishares Russell 3000 ETF	ETF-Other	1.40%	—	—
17	WMT	Walmart INC	Stock-Consumer Staples	1.37%	+0.15%	-3.31%
18	JPM	Jpmorgan Chase & Co	Stock-Financials	1.31%	-0.11%	-6.54%
19	XOM	Exxon Mobil CORP	Stock-Energy	1.26%	+0.36%	-23.92%
20	PXH	Inves Rafi Emer Mrkt-usd INC	ETF-Other	1.25%	+0.11%	-1.79%
21	V	Visa Inc-class A Shares	Stock-Financials	1.22%	-0.15%	+1.31%
22	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.16%	—	-11.66%
23	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	1.13%	—	-12.04%
24	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.12%	—	+27.80%
25	GLD	Spdr Gold Shares	ETF-Commodities	1.11%	+0.06%	-6.51%
26	JNJ	Johnson & Johnson	Stock-Healthcare	1.03%	+0.20%	-12.53%
27	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.92%	+0.13%	-3.34%
28	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.92%	—	-1.31%
29	FLRN	Ss Spdr Bb Ig Float Rt ETF	ETF-Other	0.89%	—	+3.19%
30	IBM	Intl Business Machines CORP	Stock-Tech	0.88%	-0.15%	-6.15%
31	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.85%	+0.11%	+16.94%
32	LLY	Eli Lilly & Co	Stock-Healthcare	0.84%	-0.14%	+0.86%
33	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.79%	—	-17.43%
34	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.76%	—	-8.66%
35	WM	Waste Management INC	Stock-Industrials	0.74%	—	+1.77%
36	ACWI	Ishares Msci Acwi ETF	ETF-Other	0.71%	—	+0.10%
37	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.68%	—	-1.12%
38	GDX	Vaneck Gold Miners ETF	ETF-Commodities	0.65%	-0.15%	+4.81%
39	ABBV	Abbvie INC	Stock-Healthcare	0.64%	—	-1.13%
40	ABT	Abbott Laboratories	Stock-Healthcare	0.62%	-0.09%	-0.09%
41	ADP	Automatic Data Processing	Stock-Tech	0.61%	-0.09%	—
42	CB	Chubb Limited	Stock-Financials	0.56%	—	-0.13%
43	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.56%	—	+4.45%
44	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.55%	—	-11.29%
45	MRK	Merck & Co. INC.	Stock-Healthcare	0.54%	+0.08%	-7.89%
46	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.54%	-0.10%	+2.21%
47	PEP	Pepsico INC	Stock-Consumer Staples	0.53%	—	-1.86%
48	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.51%	—	+6.30%
49	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.51%	—	+0.17%
50	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.48%	—	-1.42%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Aries Wealth Management for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MSFT	Microsoft CORP	+1%	-0.99%	Trim
2	VUG	Vanguard Growth ETF	+0.6%	+1.34%	Add
3	EFA	Ishares Msci Eafe ETF	+0.5%	+10.69%	Add
4	META	Meta Platforms Inc-class A	+0.4%	+3.87%	Add
5	VTI	Vanguard Total Stock Mkt ETF	+0.3%	+27.80%	Add
6	AMZN	Amazon.com INC	+0.3%	+2.08%	Add
7	EEM	Ishares Msci Emerging Market	+0.3%	+10.57%	Add
8	RKLB	Rocket Lab CORP	+0.2%	NEW	New buy
9	VB	Vanguard Small-cap ETF	+0.2%	+4.76%	Add
10	CAT	Caterpillar INC	+0.2%	-0.56%	Trim
11	GOOGL	Alphabet Inc-cl A	+0.2%	+1.05%	Add
12	ORCL	Oracle CORP	+0.1%	+2.61%	Add
13	AVGO	Broadcom INC	+0.1%	—	Unchanged
14	BTC	Grayscale Bitcoin Mini ETF	+0.1%	+8.85%	Add
15	GEV	GE Vernova INC	+0.1%	—	Unchanged
16	SHY	Ishares 1-3 Year Treasury Bo	+0.1%	+16.94%	Add
17	GE	General Electric	+0.1%	—	Unchanged
18	IDXX	Idexx Laboratories INC	+0.1%	+2.45%	Add
19	QQQ	Invesco Qqq Trust Series 1	+0.1%	+6.30%	Add
20	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	-3.21%	Trim
21	IWV	Ishares Russell 3000 ETF	+0.1%	—	Unchanged
22	JPM	Jpmorgan Chase & Co	+0.1%	-6.54%	Trim
23	GDX	Vaneck Gold Miners ETF	+0.1%	+4.81%	Add
24	FBTC	Fidelity Wise Origin Bitcoin	+0.1%	+5.40%	Add
25	UBER	Uber Technologies INC	+0.1%	+14.36%	Add
26	BLK	Blackrock INC	+0.1%	+13.15%	Add
27	ETH	Grayscale Ethereum Staking M	+0.1%	+5.83%	Add
28	IBM	Intl Business Machines CORP	+0.1%	-6.15%	Trim
29	VO	Vanguard Mid-cap ETF	+0.1%	-2.01%	Trim
30	WMT	Walmart INC	+0.1%	-3.31%	Trim
31	JMST	JPM Ultra-short Muni Income	-0.1%	EXIT	Sold out
32	XLP	Ss Consumer Staples Sel Sect	-0.1%	EXIT	Sold out
33	QDF	Flexshares Quality Dividend	-0.1%	EXIT	Sold out
34	PEP	Pepsico INC	-0.1%	-1.86%	Trim
35	VGIT	Vanguard Intermediate-term T	-0.1%	-49.04%	Trim
36	VIG	Vanguard Dividend Apprec ETF	-0.1%	-25.64%	Trim
37	RKLB	Rocket Lab Corporation	-0.1%	EXIT	Sold out
38	ABBV	Abbvie INC	-0.1%	-1.13%	Trim
39	XLI	Ss Industrial Select Sector	-0.1%	EXIT	Sold out
40	VEA	Vanguard Ftse Developed ETF	-0.1%	-27.79%	Trim
41	TMO	Thermo Fisher Scientific INC	-0.1%	+2.21%	Add
42	DGRW	Wisdomtree U.s. Quality Divi	-0.1%	-12.04%	Trim
43	MRK	Merck & Co. INC.	-0.2%	-7.89%	Trim
44	USMV	Ishares Msci USA Min Vol Fac	-0.2%	-17.43%	Trim
45	EFAV	Ishares Msci Eafe Min Vol Fa	-0.3%	-69.18%	Trim
46	BRK-B	Berkshire Hathaway Inc-cl B	-0.3%	-32.27%	Trim
47	JNJ	Johnson & Johnson	-0.3%	-12.53%	Trim
48	UNH	Unitedhealth Group INC	-0.5%	-75.33%	Trim
49	XOM	Exxon Mobil CORP	-0.6%	-23.92%	Trim
50	AAPL	Apple INC	-0.7%	-1.53%	Trim