13F HOLDINGS REPORT
Aries Wealth Management
Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001085146-25-000630
Total Value
$363.2M
Positions
223
Other Managers
0
Confidential Omitted
No
Holdings (223)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 91,499 | $22.9M | 6.31% |
| 2 | VANGUARD INDEX FDS | 922908736 | 37,086 | $15.2M | 4.19% |
| 3 | MICROSOFT CORP | MSFT | 34,705 | $14.6M | 4.03% |
| 4 | VANGUARD INDEX FDS | 922908751 | 47,674 | $11.5M | 3.15% |
| 5 | SPDR S&P 500 ETF TR | SPY | 19,418 | $11.4M | 3.13% |
| 6 | VANGUARD INDEX FDS | 922908629 | 41,405 | $10.9M | 3.01% |
| 7 | ISHARES TR | 464287465 | 117,363 | $8.9M | 2.44% |
| 8 | AMAZON COM INC | AMZN | 40,387 | $8.9M | 2.44% |
| 9 | SPDR SER TR | 78464A763 | 52,463 | $6.9M | 1.91% |
| 10 | CATERPILLAR INC | CAT | 17,992 | $6.5M | 1.80% |
| 11 | HOME DEPOT INC | HD | 14,846 | $5.8M | 1.59% |
| 12 | ALPHABET INC | GOOG | 29,778 | $5.6M | 1.55% |
| 13 | VANGUARD INDEX FDS | 922908744 | 31,641 | $5.4M | 1.47% |
| 14 | META PLATFORMS INC | META | 9,110 | $5.3M | 1.47% |
| 15 | ISHARES TR | 464287689 | 15,294 | $5.1M | 1.41% |
| 16 | ISHARES TR | 46432F339 | 28,458 | $5.1M | 1.40% |
| 17 | WALMART INC | WMT | 55,767 | $5.0M | 1.39% |
| 18 | EXXON MOBIL CORP | XOM | 45,423 | $4.9M | 1.35% |
| 19 | WISDOMTREE TR | WT | 59,236 | $4.8M | 1.32% |
| 20 | ISHARES TR | 464287234 | 109,332 | $4.6M | 1.26% |
| 21 | INVESCO EXCH TRADED FD TR II | IVZ | 210,844 | $4.3M | 1.19% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 17,893 | $4.3M | 1.18% |
| 23 | JOHNSON & JOHNSON | JNJ | 28,381 | $4.1M | 1.13% |
| 24 | VISA INC | V | 12,538 | $4.0M | 1.09% |
| 25 | ISHARES TR | 46429B697 | 40,624 | $3.6M | 0.99% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 21,218 | $3.6M | 0.98% |
| 27 | SPDR GOLD TR | GLD | 14,513 | $3.5M | 0.97% |
| 28 | VANGUARD INDEX FDS | 922908769 | 11,397 | $3.3M | 0.91% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 3,547 | $3.3M | 0.89% |
| 30 | SPDR SER TR | 78468R200 | 104,158 | $3.2M | 0.88% |
| 31 | ELI LILLY & CO | LLY | 4,081 | $3.2M | 0.87% |
| 32 | VANGUARD SCOTTSDALE FDS | 92206C870 | 36,076 | $2.9M | 0.80% |
| 33 | ISHARES TR | 464288646 | 52,274 | $2.7M | 0.74% |
| 34 | MERCK & CO INC | MRK | 26,834 | $2.7M | 0.73% |
| 35 | INTERNATIONAL BUSINESS MACHS | INTR | 11,637 | $2.6M | 0.70% |
| 36 | THERMO FISHER SCIENTIFIC INC | TMO | 4,714 | $2.5M | 0.68% |
| 37 | ISHARES TR | 464288257 | 20,692 | $2.4M | 0.67% |
| 38 | WASTE MGMT INC DEL | 94106L109 | 11,797 | $2.4M | 0.66% |
| 39 | ILLINOIS TOOL WKS INC | 452308109 | 9,358 | $2.4M | 0.65% |
| 40 | ABBVIE INC | ABBV | 13,317 | $2.4M | 0.65% |
| 41 | VANGUARD INDEX FDS | 922908363 | 4,350 | $2.3M | 0.65% |
| 42 | PEPSICO INC | PEP | 14,698 | $2.2M | 0.62% |
| 43 | UNITEDHEALTH GROUP INC | UNH | 4,341 | $2.2M | 0.60% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,757 | $2.2M | 0.59% |
| 45 | ISHARES TR | 464287457 | 26,095 | $2.1M | 0.59% |
| 46 | AUTOMATIC DATA PROCESSING IN | ADP | 7,258 | $2.1M | 0.58% |
| 47 | CHUBB LIMITED | CB | 7,188 | $2.0M | 0.55% |
| 48 | ISHARES TR | 464287226 | 20,021 | $1.9M | 0.53% |
| 49 | ABBOTT LABS | ABLZF | 16,772 | $1.9M | 0.52% |
| 50 | ACCENTURE PLC IRELAND | ACN | 5,314 | $1.9M | 0.51% |
| 51 | VANGUARD SCOTTSDALE FDS | 92206C409 | 23,546 | $1.8M | 0.51% |
| 52 | VANGUARD SPECIALIZED FUNDS | 921908844 | 9,104 | $1.8M | 0.49% |
| 53 | VANGUARD INTL EQUITY INDEX F | 922042858 | 39,523 | $1.7M | 0.48% |
| 54 | MCDONALDS CORP | MCD | 5,710 | $1.7M | 0.46% |
| 55 | VANECK ETF TRUST | 92189F106 | 47,137 | $1.6M | 0.44% |
| 56 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 30,510 | $1.5M | 0.42% |
| 57 | VANGUARD TAX-MANAGED FDS | 921943858 | 32,090 | $1.5M | 0.42% |
| 58 | INVESCO QQQ TR | IVZ | 2,944 | $1.5M | 0.41% |
| 59 | NVIDIA CORPORATION | NVDA | 11,110 | $1.5M | 0.41% |
| 60 | VANGUARD MALVERN FDS | 922020805 | 29,902 | $1.4M | 0.40% |
| 61 | TJX COS INC NEW | 872540109 | 11,834 | $1.4M | 0.39% |
| 62 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 51,235 | $1.4M | 0.39% |
| 63 | BLACKROCK INC | BLK | 1,367 | $1.4M | 0.39% |
| 64 | T-MOBILE US INC | TMUSZ | 6,311 | $1.4M | 0.38% |
| 65 | VANGUARD BD INDEX FDS | 921937827 | 18,006 | $1.4M | 0.38% |
| 66 | KKR & CO INC | KKRT | 9,404 | $1.4M | 0.38% |
| 67 | CHEVRON CORP NEW | CVX | 9,512 | $1.4M | 0.38% |
| 68 | ISHARES TR | 46429B689 | 18,150 | $1.3M | 0.35% |
| 69 | VANGUARD INTL EQUITY INDEX F | 922042775 | 22,059 | $1.3M | 0.35% |
| 70 | COLGATE PALMOLIVE CO | CL | 13,899 | $1.3M | 0.35% |
| 71 | RTX CORPORATION | RTX | 10,779 | $1.2M | 0.34% |
| 72 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,926 | $1.2M | 0.33% |
| 73 | IDEXX LABS INC | 45168D104 | 2,928 | $1.2M | 0.33% |
| 74 | MARSH & MCLENNAN COS INC | 571748102 | 5,599 | $1.2M | 0.33% |
| 75 | TREX CO INC | TREX | 17,200 | $1.2M | 0.33% |
| 76 | GE AEROSPACE | 369604301 | 7,028 | $1.2M | 0.32% |
| 77 | TEXAS INSTRS INC | 882508104 | 6,213 | $1.2M | 0.32% |
| 78 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 15,316 | $1.1M | 0.31% |
| 79 | INVESCO EXCH TRADED FD TR II | IVZ | 23,476 | $1.1M | 0.31% |
| 80 | NEXTERA ENERGY INC | NEE-PW | 15,663 | $1.1M | 0.31% |
| 81 | THE CIGNA GROUP | 125523100 | 3,914 | $1.1M | 0.30% |
| 82 | LOWES COS INC | 548661107 | 4,374 | $1.1M | 0.30% |
| 83 | UNION PAC CORP | UNP | 4,641 | $1.1M | 0.29% |
| 84 | ISHARES TR | 46432F842 | 14,975 | $1.1M | 0.29% |
| 85 | INDEPENDENT BK CORP MASS | 453836108 | 16,350 | $1.0M | 0.29% |
| 86 | BROADCOM INC | AVGO | 4,500 | $1.0M | 0.29% |
| 87 | CISCO SYS INC | CSCO | 17,574 | $1.0M | 0.29% |
| 88 | GRAYSCALE ETHEREUM TRUST ETF | 389638107 | 36,147 | $1.0M | 0.28% |
| 89 | ALPHABET INC | GOOG | 5,077 | $966,864 | 0.27% |
| 90 | AGNICO EAGLE MINES LTD | AEM | 11,916 | $931,950 | 0.26% |
| 91 | EMERSON ELEC CO | EMR | 7,303 | $905,061 | 0.25% |
| 92 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 15,997 | $904,790 | 0.25% |
| 93 | SELECT SECTOR SPDR TR | 81369Y803 | 3,880 | $902,178 | 0.25% |
| 94 | PFIZER INC | PFE | 33,219 | $881,300 | 0.24% |
| 95 | ORACLE CORP | ORCL-PD | 5,243 | $873,694 | 0.24% |
| 96 | DISNEY WALT CO | 254687106 | 7,837 | $872,650 | 0.24% |
| 97 | TRAVELERS COMPANIES INC | TRV | 3,614 | $870,611 | 0.24% |
| 98 | VANGUARD SCOTTSDALE FDS | 92206C706 | 14,826 | $859,908 | 0.24% |
| 99 | LINDE PLC | LIN | 2,017 | $844,457 | 0.23% |
| 100 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 10,341 | $843,619 | 0.23% |
| 101 | VANGUARD INDEX FDS | 922908652 | 4,369 | $830,023 | 0.23% |
| 102 | HONEYWELL INTL INC | 438516106 | 3,528 | $796,940 | 0.22% |
| 103 | ROCKET LAB USA INC | RKLB | 31,038 | $790,538 | 0.22% |
| 104 | VANGUARD INTL EQUITY INDEX F | 922042874 | 12,000 | $761,640 | 0.21% |
| 105 | COCA COLA CO | KO | 12,208 | $760,070 | 0.21% |
| 106 | IMPINJ INC | PI | 5,130 | $745,184 | 0.21% |
| 107 | FEDEX CORP | FDX | 2,648 | $744,962 | 0.21% |
| 108 | 3M CO | MMM | 5,748 | $742,009 | 0.20% |
| 109 | SELECT SECTOR SPDR TR | 81369Y209 | 5,358 | $737,100 | 0.20% |
| 110 | ISHARES TR | 464288679 | 6,659 | $733,222 | 0.20% |
| 111 | ISHARES TR | 464287614 | 1,770 | $710,797 | 0.20% |
| 112 | ISHARES INC | 464286533 | 12,255 | $710,667 | 0.20% |
| 113 | MCKESSON CORP | MCK | 1,208 | $688,451 | 0.19% |
| 114 | ISHARES TR | 464287200 | 1,169 | $688,167 | 0.19% |
| 115 | WILLIAMS SONOMA INC | WSM | 3,660 | $677,759 | 0.19% |
| 116 | GRAYSCALE ETHEREUM MINI TR E | 38964R203 | 21,432 | $674,894 | 0.19% |
| 117 | ARES MANAGEMENT CORPORATION | ARES-PB | 3,799 | $672,537 | 0.19% |
| 118 | EATON CORP PLC | ETN | 2,025 | $672,037 | 0.19% |
| 119 | GE VERNOVA INC | GEV | 1,980 | $651,281 | 0.18% |
| 120 | MONDELEZ INTL INC | 609207105 | 10,801 | $645,144 | 0.18% |
| 121 | MASTERCARD INCORPORATED | MA | 1,196 | $629,778 | 0.17% |
| 122 | ASTRAZENECA PLC | AZN | 9,578 | $627,551 | 0.17% |
| 123 | SELECT SECTOR SPDR TR | 81369Y506 | 7,257 | $621,635 | 0.17% |
| 124 | ISHARES TR | 46435U218 | 5,976 | $615,767 | 0.17% |
| 125 | AMERICAN EXPRESS CO | AXP | 2,073 | $615,246 | 0.17% |
| 126 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 14,473 | $605,985 | 0.17% |
| 127 | RENAISSANCERE HLDGS LTD | RNR-PG | 2,400 | $597,144 | 0.16% |
| 128 | CONSTELLATION BRANDS INC | STZ | 2,666 | $589,186 | 0.16% |
| 129 | AMERIPRISE FINL INC | 03076C106 | 1,082 | $576,089 | 0.16% |
| 130 | VANGUARD BD INDEX FDS | 921937835 | 7,940 | $570,965 | 0.16% |
| 131 | ADOBE INC | ADBE | 1,235 | $549,180 | 0.15% |
| 132 | SHELL PLC | RYDAF | 8,626 | $540,419 | 0.15% |
| 133 | ISHARES TR | 464288414 | 4,980 | $530,619 | 0.15% |
| 134 | KLA CORP | KLAC | 842 | $530,561 | 0.15% |
| 135 | STATE STR CORP | STT-PG | 5,279 | $518,134 | 0.14% |
| 136 | HUBBELL INC | HUBB | 1,228 | $514,397 | 0.14% |
| 137 | MONSTER BEVERAGE CORP NEW | MNST | 9,700 | $509,832 | 0.14% |
| 138 | DANAHER CORPORATION | 235851102 | 2,221 | $509,831 | 0.14% |
| 139 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 8,500 | $508,045 | 0.14% |
| 140 | FS KKR CAP CORP | FSK | 22,865 | $496,628 | 0.14% |
| 141 | ALLSTATE CORP | ALL-PJ | 2,440 | $470,408 | 0.13% |
| 142 | THE TRADE DESK INC | 88339J105 | 4,000 | $470,120 | 0.13% |
| 143 | FLEXSHARES TR | FLEX | 6,452 | $455,189 | 0.13% |
| 144 | ISHARES TR | 464287549 | 4,410 | $450,217 | 0.12% |
| 145 | ISHARES TR | 464287507 | 7,071 | $440,594 | 0.12% |
| 146 | NETFLIX INC | NFLX | 482 | $429,616 | 0.12% |
| 147 | TOTALENERGIES SE | TTE | 7,837 | $427,117 | 0.12% |
| 148 | UNUM GROUP | UNMA | 5,846 | $426,933 | 0.12% |
| 149 | SELECT SECTOR SPDR TR | 81369Y704 | 3,211 | $423,081 | 0.12% |
| 150 | NXP SEMICONDUCTORS N V | NXPI | 2,000 | $415,700 | 0.11% |
| 151 | SELECT SECTOR SPDR TR | 81369Y605 | 8,554 | $413,415 | 0.11% |
| 152 | ISHARES INC | 46434G103 | 7,673 | $400,684 | 0.11% |
| 153 | CONOCOPHILLIPS | COP | 3,978 | $394,498 | 0.11% |
| 154 | OREILLY AUTOMOTIVE INC | 67103H107 | 331 | $392,500 | 0.11% |
| 155 | SELECT SECTOR SPDR TR | 81369Y308 | 4,975 | $391,085 | 0.11% |
| 156 | LOCKHEED MARTIN CORP | LMT | 804 | $390,696 | 0.11% |
| 157 | FIRST TR EXCHANGE-TRADED FD | 33738R118 | 4,975 | $390,339 | 0.11% |
| 158 | CHECK POINT SOFTWARE TECH LT | M22465104 | 2,087 | $389,643 | 0.11% |
| 159 | ISHARES TR | 464288240 | 7,461 | $389,166 | 0.11% |
| 160 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 3,456 | $378,086 | 0.10% |
| 161 | NOVO-NORDISK A S | NONOF | 4,356 | $374,703 | 0.10% |
| 162 | TESLA INC | TSLA | 927 | $374,360 | 0.10% |
| 163 | ISHARES TR | 464288661 | 3,238 | $374,151 | 0.10% |
| 164 | SALESFORCE INC | CRM | 1,113 | $372,109 | 0.10% |
| 165 | GOLDMAN SACHS GROUP INC | GSCE | 644 | $368,767 | 0.10% |
| 166 | KIMBERLY-CLARK CORP | KMB | 2,732 | $358,001 | 0.10% |
| 167 | UNITED RENTALS INC | URI | 500 | $352,220 | 0.10% |
| 168 | AFLAC INC | AFL | 3,362 | $347,765 | 0.10% |
| 169 | PHILLIPS 66 | PSX | 2,973 | $338,714 | 0.09% |
| 170 | AXSOME THERAPEUTICS INC | AXSM | 4,000 | $338,440 | 0.09% |
| 171 | SPDR SER TR | 78464A102 | 1,600 | $322,912 | 0.09% |
| 172 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 6,300 | $319,473 | 0.09% |
| 173 | INVESCO EXCHANGE TRADED FD T | IVZ | 7,540 | $311,100 | 0.09% |
| 174 | ECOLAB INC | ECL | 1,305 | $305,788 | 0.08% |
| 175 | DBX ETF TR | 233051242 | 5,828 | $305,679 | 0.08% |
| 176 | SELECT SECTOR SPDR TR | 81369Y407 | 1,339 | $300,405 | 0.08% |
| 177 | SPDR SER TR | 78464A870 | 3,335 | $300,350 | 0.08% |
| 178 | MERCADOLIBRE INC | MELI | 175 | $297,577 | 0.08% |
| 179 | UNILEVER PLC | UNLYF | 5,219 | $295,917 | 0.08% |
| 180 | CONSTELLATION ENERGY CORP | CEG | 1,321 | $295,521 | 0.08% |
| 181 | VANGUARD SCOTTSDALE FDS | 92206C102 | 5,063 | $294,565 | 0.08% |
| 182 | SELECT SECTOR SPDR TR | 81369Y886 | 3,829 | $289,817 | 0.08% |
| 183 | INTEL CORP | INTC | 14,381 | $288,339 | 0.08% |
| 184 | NUCOR CORP | NUE | 2,455 | $286,523 | 0.08% |
| 185 | PAYCHEX INC | PAYX | 2,039 | $285,909 | 0.08% |
| 186 | ISHARES GOLD TR | IAU | 5,730 | $283,692 | 0.08% |
| 187 | ISHARES TR | 464287804 | 2,446 | $281,828 | 0.08% |
| 188 | SHERWIN WILLIAMS CO | SHW | 827 | $281,122 | 0.08% |
| 189 | TOAST INC | TOST | 7,660 | $279,207 | 0.08% |
| 190 | CHURCH & DWIGHT CO INC | CHD | 2,652 | $277,691 | 0.08% |
| 191 | DBX ETF TR | 233051218 | 9,085 | $266,554 | 0.07% |
| 192 | LAM RESEARCH CORP | LRCX | 3,610 | $260,750 | 0.07% |
| 193 | QUALCOMM INC | QCOM | 1,679 | $257,928 | 0.07% |
| 194 | CROWN CASTLE INC | CCI | 2,829 | $256,760 | 0.07% |
| 195 | CARRIER GLOBAL CORPORATION | CARR | 3,760 | $256,658 | 0.07% |
| 196 | UNITED PARCEL SERVICE INC | UPS | 1,956 | $246,652 | 0.07% |
| 197 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 3,189 | $245,234 | 0.07% |
| 198 | WILLIAMS COS INC | 969457100 | 4,462 | $241,483 | 0.07% |
| 199 | AMGEN INC | AMGN | 909 | $236,922 | 0.07% |
| 200 | BLACKSTONE INC | BX | 1,333 | $229,836 | 0.06% |
| 201 | ISHARES TR | 46436E866 | 9,773 | $227,906 | 0.06% |
| 202 | XYLEM INC | XYL | 1,958 | $227,167 | 0.06% |
| 203 | ISHARES TR | 46436E601 | 4,980 | $225,943 | 0.06% |
| 204 | STRYKER CORPORATION | SYK | 620 | $223,231 | 0.06% |
| 205 | SELECT SECTOR SPDR TR | 81369Y852 | 2,297 | $222,373 | 0.06% |
| 206 | HEXCEL CORP NEW | 428291108 | 3,500 | $219,450 | 0.06% |
| 207 | DELL TECHNOLOGIES INC | DELL | 1,881 | $216,766 | 0.06% |
| 208 | MORGAN STANLEY | MS-PQ | 1,708 | $214,730 | 0.06% |
| 209 | GENERAL MLS INC | 370334104 | 3,352 | $213,757 | 0.06% |
| 210 | TEXTRON INC | TXT | 2,771 | $211,954 | 0.06% |
| 211 | BECTON DICKINSON & CO | BDX | 930 | $210,989 | 0.06% |
| 212 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,200 | $210,528 | 0.06% |
| 213 | ALTRIA GROUP INC | MO | 3,970 | $207,591 | 0.06% |
| 214 | REPUBLIC SVCS INC | 760759100 | 1,015 | $204,198 | 0.06% |
| 215 | VERASTEM INC | VSTM | 26,415 | $136,566 | 0.04% |
| 216 | TSCAN THERAPEUTICS INC | TCRX | 10,000 | $30,400 | 0.01% |
| 217 | STEM INC | STEM | 50,000 | $30,150 | 0.01% |
| 218 | FORGE GLOBAL HOLDINGS INC | 34629L103 | 20,000 | $18,618 | 0.01% |
| 219 | EDITAS MEDICINE INC | EDIT | 13,850 | $17,590 | 0.00% |
| 220 | WW INTL INC | 98262P101 | 10,000 | $12,700 | 0.00% |
| 221 | FUBOTV INC | FUBO | 10,000 | $12,600 | 0.00% |
| 222 | SERES THERAPEUTICS INC | MCRB | 15,000 | $12,465 | 0.00% |
| 223 | HYZON MOTORS INC | 44951Y110 | 10,000 | $50 | 0.00% |