13F HOLDINGS REPORT
Aries Wealth Management
Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001085146-25-002137
Total Value
$368.3M
Positions
226
Other Managers
0
Confidential Omitted
No
Holdings (226)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 89,798 | $19.9M | 5.42% |
| 2 | VANGUARD INDEX FDS | 922908736 | 37,475 | $13.9M | 3.77% |
| 3 | MICROSOFT CORP | MSFT | 35,570 | $13.4M | 3.63% |
| 4 | SPDR S&P 500 ETF TR | SPY | 19,985 | $11.2M | 3.04% |
| 5 | VANGUARD INDEX FDS | 922908629 | 41,511 | $10.7M | 2.92% |
| 6 | ISHARES TR | 464287465 | 130,403 | $10.7M | 2.89% |
| 7 | VANGUARD INDEX FDS | 922908751 | 47,995 | $10.6M | 2.89% |
| 8 | AMAZON COM INC | AMZN | 41,828 | $8.0M | 2.16% |
| 9 | SPDR SER TR | 78464A763 | 52,313 | $7.1M | 1.93% |
| 10 | EXXON MOBIL CORP | XOM | 58,645 | $7.0M | 1.89% |
| 11 | CATERPILLAR INC | CAT | 17,992 | $5.9M | 1.61% |
| 12 | VANGUARD INDEX FDS | 922908744 | 32,734 | $5.7M | 1.54% |
| 13 | HOME DEPOT INC | HD | 15,112 | $5.5M | 1.50% |
| 14 | META PLATFORMS INC | META | 9,462 | $5.5M | 1.48% |
| 15 | ISHARES TR | 464287234 | 124,759 | $5.5M | 1.48% |
| 16 | ALPHABET INC | GOOG | 32,404 | $5.0M | 1.36% |
| 17 | JOHNSON & JOHNSON | JNJ | 29,368 | $4.9M | 1.32% |
| 18 | WALMART INC | WMT | 55,455 | $4.9M | 1.32% |
| 19 | ISHARES TR | 464287689 | 15,294 | $4.9M | 1.32% |
| 20 | ISHARES TR | 46432F339 | 27,514 | $4.7M | 1.28% |
| 21 | WISDOMTREE TR | WT | 58,648 | $4.7M | 1.27% |
| 22 | INVESCO EXCH TRADED FD TR II | IVZ | 208,664 | $4.5M | 1.23% |
| 23 | VISA INC | V | 12,932 | $4.5M | 1.23% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 18,445 | $4.5M | 1.23% |
| 25 | SPDR GOLD TR | GLD | 14,843 | $4.3M | 1.16% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 22,294 | $3.8M | 1.03% |
| 27 | ISHARES TR | 46429B697 | 39,141 | $3.7M | 1.00% |
| 28 | COSTCO WHSL CORP NEW | 22160K105 | 3,687 | $3.5M | 0.95% |
| 29 | ELI LILLY & CO | LLY | 4,075 | $3.4M | 0.91% |
| 30 | SPDR SER TR | 78468R200 | 107,563 | $3.3M | 0.90% |
| 31 | VANGUARD SCOTTSDALE FDS | 92206C870 | 38,439 | $3.1M | 0.85% |
| 32 | INTERNATIONAL BUSINESS MACHS | INTR | 12,187 | $3.0M | 0.82% |
| 33 | VANGUARD INDEX FDS | 922908769 | 10,985 | $3.0M | 0.82% |
| 34 | WASTE MGMT INC DEL | 94106L109 | 12,184 | $2.8M | 0.77% |
| 35 | ABBVIE INC | ABBV | 13,317 | $2.8M | 0.76% |
| 36 | ISHARES TR | 464287457 | 33,690 | $2.8M | 0.76% |
| 37 | ISHARES TR | 464288646 | 49,949 | $2.6M | 0.71% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,909 | $2.6M | 0.71% |
| 39 | MERCK & CO INC | MRK | 28,427 | $2.6M | 0.69% |
| 40 | THERMO FISHER SCIENTIFIC INC | TMO | 4,975 | $2.5M | 0.67% |
| 41 | ISHARES TR | 464288257 | 21,054 | $2.5M | 0.67% |
| 42 | PEPSICO INC | PEP | 15,592 | $2.3M | 0.63% |
| 43 | AUTOMATIC DATA PROCESSING IN | ADP | 7,588 | $2.3M | 0.63% |
| 44 | ABBOTT LABS | ABLZF | 17,445 | $2.3M | 0.63% |
| 45 | UNITEDHEALTH GROUP INC | UNH | 4,407 | $2.3M | 0.63% |
| 46 | CHUBB LIMITED | CB | 7,449 | $2.2M | 0.61% |
| 47 | VANGUARD TAX-MANAGED FDS | 921943858 | 42,930 | $2.2M | 0.59% |
| 48 | VANGUARD INDEX FDS | 922908363 | 4,179 | $2.1M | 0.58% |
| 49 | VANECK ETF TRUST | 92189F106 | 45,534 | $2.1M | 0.57% |
| 50 | ISHARES TR | 464287226 | 20,569 | $2.0M | 0.55% |
| 51 | MCDONALDS CORP | MCD | 6,154 | $1.9M | 0.52% |
| 52 | ACCENTURE PLC IRELAND | ACN | 6,056 | $1.9M | 0.51% |
| 53 | VANGUARD SCOTTSDALE FDS | 92206C409 | 23,582 | $1.9M | 0.51% |
| 54 | T-MOBILE US INC | TMUSZ | 6,816 | $1.8M | 0.49% |
| 55 | VANGUARD SPECIALIZED FUNDS | 921908844 | 9,193 | $1.8M | 0.48% |
| 56 | VANGUARD INTL EQUITY INDEX F | 922042858 | 39,083 | $1.8M | 0.48% |
| 57 | TJX COS INC NEW | 872540109 | 14,111 | $1.7M | 0.47% |
| 58 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 32,750 | $1.7M | 0.45% |
| 59 | CHEVRON CORP NEW | CVX | 9,682 | $1.6M | 0.44% |
| 60 | ILLINOIS TOOL WKS INC | 452308109 | 6,310 | $1.6M | 0.42% |
| 61 | INVESCO QQQ TR | IVZ | 3,303 | $1.5M | 0.42% |
| 62 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 51,275 | $1.5M | 0.41% |
| 63 | NVIDIA CORPORATION | NVDA | 13,995 | $1.5M | 0.41% |
| 64 | VANGUARD MALVERN FDS | 922020805 | 29,860 | $1.5M | 0.40% |
| 65 | ISHARES TR | 46429B689 | 18,740 | $1.5M | 0.40% |
| 66 | RTX CORPORATION | RTX | 10,779 | $1.4M | 0.39% |
| 67 | GE AEROSPACE | 369604301 | 7,028 | $1.4M | 0.38% |
| 68 | VANGUARD BD INDEX FDS | 921937827 | 17,955 | $1.4M | 0.38% |
| 69 | VANGUARD INTL EQUITY INDEX F | 922042775 | 21,939 | $1.3M | 0.36% |
| 70 | COLGATE PALMOLIVE CO | CL | 13,899 | $1.3M | 0.35% |
| 71 | IDEXX LABS INC | 45168D104 | 3,096 | $1.3M | 0.35% |
| 72 | BLACKROCK INC | BLK | 1,369 | $1.3M | 0.35% |
| 73 | THE CIGNA GROUP | 125523100 | 3,912 | $1.3M | 0.35% |
| 74 | AGNICO EAGLE MINES LTD | AEM | 11,731 | $1.3M | 0.35% |
| 75 | INVESCO EXCHANGE TRADED FD T | IVZ | 7,161 | $1.2M | 0.34% |
| 76 | INVESCO EXCH TRADED FD TR II | IVZ | 23,596 | $1.2M | 0.33% |
| 77 | NEXTERA ENERGY INC | NEE-PW | 16,761 | $1.2M | 0.32% |
| 78 | ISHARES TR | 46432F842 | 15,639 | $1.2M | 0.32% |
| 79 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 31,849 | $1.2M | 0.32% |
| 80 | TEXAS INSTRS INC | 882508104 | 6,344 | $1.1M | 0.31% |
| 81 | UNION PAC CORP | UNP | 4,758 | $1.1M | 0.31% |
| 82 | LINDE PLC | LIN | 2,389 | $1.1M | 0.30% |
| 83 | KKR & CO INC | KKRT | 9,404 | $1.1M | 0.30% |
| 84 | MASTERCARD INCORPORATED | MA | 1,927 | $1.1M | 0.29% |
| 85 | LOWES COS INC | 548661107 | 4,484 | $1.0M | 0.28% |
| 86 | CISCO SYS INC | CSCO | 16,299 | $1.0M | 0.27% |
| 87 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 14,895 | $970,707 | 0.26% |
| 88 | TRAVELERS COMPANIES INC | TRV | 3,618 | $956,803 | 0.26% |
| 89 | INDEPENDENT BK CORP MASS | 453836108 | 15,100 | $946,015 | 0.26% |
| 90 | ORACLE CORP | ORCL-PD | 6,706 | $937,566 | 0.25% |
| 91 | MARSH & MCLENNAN COS INC | 571748102 | 3,837 | $936,343 | 0.25% |
| 92 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 12,582 | $905,527 | 0.25% |
| 93 | COCA COLA CO | KO | 12,408 | $888,661 | 0.24% |
| 94 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 14,379 | $876,975 | 0.24% |
| 95 | ALPHABET INC | GOOG | 5,517 | $861,921 | 0.23% |
| 96 | 3M CO | MMM | 5,748 | $844,151 | 0.23% |
| 97 | VANGUARD INTL EQUITY INDEX F | 922042874 | 12,000 | $842,520 | 0.23% |
| 98 | VANGUARD SCOTTSDALE FDS | 92206C706 | 13,942 | $828,155 | 0.22% |
| 99 | MONDELEZ INTL INC | 609207105 | 12,172 | $825,870 | 0.22% |
| 100 | SELECT SECTOR SPDR TR | 81369Y803 | 3,957 | $817,041 | 0.22% |
| 101 | MCKESSON CORP | MCK | 1,208 | $812,972 | 0.22% |
| 102 | SELECT SECTOR SPDR TR | 81369Y209 | 5,485 | $800,865 | 0.22% |
| 103 | EMERSON ELEC CO | EMR | 7,303 | $800,701 | 0.22% |
| 104 | SELECT SECTOR SPDR TR | 81369Y506 | 8,311 | $776,663 | 0.21% |
| 105 | PFIZER INC | PFE | 30,129 | $763,469 | 0.21% |
| 106 | VANGUARD INDEX FDS | 922908652 | 4,369 | $752,604 | 0.20% |
| 107 | BROADCOM INC | AVGO | 4,460 | $746,738 | 0.20% |
| 108 | DISNEY WALT CO | 254687106 | 7,544 | $744,593 | 0.20% |
| 109 | ISHARES TR | 464288679 | 6,674 | $737,210 | 0.20% |
| 110 | UBER TECHNOLOGIES INC | UBER | 9,818 | $715,339 | 0.19% |
| 111 | ASTRAZENECA PLC | AZN | 9,548 | $701,778 | 0.19% |
| 112 | GRAYSCALE ETHEREUM MINI TR E | 38964R203 | 40,328 | $694,448 | 0.19% |
| 113 | ISHARES INC | 464286533 | 11,878 | $692,963 | 0.19% |
| 114 | HONEYWELL INTL INC | 438516106 | 3,234 | $684,800 | 0.19% |
| 115 | ADOBE INC | ADBE | 1,755 | $673,095 | 0.18% |
| 116 | SHELL PLC | RYDAF | 8,610 | $630,941 | 0.17% |
| 117 | ISHARES TR | 464287614 | 1,699 | $613,492 | 0.17% |
| 118 | GE VERNOVA INC | GEV | 1,980 | $604,454 | 0.16% |
| 119 | VANGUARD BD INDEX FDS | 921937835 | 7,940 | $583,193 | 0.16% |
| 120 | CHECK POINT SOFTWARE TECH LT | M22465104 | 2,543 | $579,601 | 0.16% |
| 121 | WILLIAMS SONOMA INC | WSM | 3,660 | $578,646 | 0.16% |
| 122 | RENAISSANCERE HLDGS LTD | RNR-PG | 2,400 | $576,000 | 0.16% |
| 123 | ISHARES TR | 46435U218 | 5,976 | $572,561 | 0.16% |
| 124 | KLA CORP | KLAC | 842 | $572,392 | 0.16% |
| 125 | MONSTER BEVERAGE CORP NEW | MNST | 9,700 | $567,644 | 0.15% |
| 126 | DANAHER CORPORATION | 235851102 | 2,728 | $559,240 | 0.15% |
| 127 | AMERICAN EXPRESS CO | AXP | 2,073 | $557,741 | 0.15% |
| 128 | ARES MANAGEMENT CORPORATION | ARES-PB | 3,799 | $556,971 | 0.15% |
| 129 | EATON CORP PLC | ETN | 2,025 | $550,456 | 0.15% |
| 130 | GRAYSCALE ETHEREUM TRUST ETF | 389638107 | 36,072 | $549,016 | 0.15% |
| 131 | ISHARES TR | 464287200 | 943 | $529,872 | 0.14% |
| 132 | ISHARES TR | 464288414 | 4,980 | $525,091 | 0.14% |
| 133 | AMERIPRISE FINL INC | 03076C106 | 1,082 | $523,807 | 0.14% |
| 134 | CONSTELLATION BRANDS INC | STZ | 2,819 | $517,343 | 0.14% |
| 135 | SELECT SECTOR SPDR TR | 81369Y605 | 10,310 | $513,541 | 0.14% |
| 136 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 8,500 | $508,640 | 0.14% |
| 137 | TOTALENERGIES SE | TTE | 7,837 | $506,976 | 0.14% |
| 138 | ISHARES TR | 464287804 | 4,603 | $481,336 | 0.13% |
| 139 | FS KKR CAP CORP | FSK | 22,865 | $479,022 | 0.13% |
| 140 | UNUM GROUP | UNMA | 5,846 | $476,215 | 0.13% |
| 141 | OREILLY AUTOMOTIVE INC | 67103H107 | 331 | $474,184 | 0.13% |
| 142 | SALESFORCE INC | CRM | 1,740 | $466,946 | 0.13% |
| 143 | SELECT SECTOR SPDR TR | 81369Y704 | 3,560 | $466,609 | 0.13% |
| 144 | AXSOME THERAPEUTICS INC | AXSM | 4,000 | $466,520 | 0.13% |
| 145 | IMPINJ INC | PI | 5,130 | $465,291 | 0.13% |
| 146 | NETFLIX INC | NFLX | 482 | $449,479 | 0.12% |
| 147 | ROCKET LAB USA INC | RKLB | 24,708 | $441,779 | 0.12% |
| 148 | KIMBERLY-CLARK CORP | KMB | 3,062 | $435,478 | 0.12% |
| 149 | REPUBLIC SVCS INC | 760759100 | 1,775 | $429,834 | 0.12% |
| 150 | STATE STR CORP | STT-PG | 4,779 | $427,864 | 0.12% |
| 151 | HARTFORD INSURANCE GROUP INC | HIG-PG | 3,456 | $427,611 | 0.12% |
| 152 | NXP SEMICONDUCTORS N V | NXPI | 2,182 | $414,711 | 0.11% |
| 153 | ISHARES INC | 46434G103 | 7,673 | $414,112 | 0.11% |
| 154 | ISHARES TR | 464288240 | 7,461 | $413,712 | 0.11% |
| 155 | ISHARES TR | 464287507 | 7,071 | $412,593 | 0.11% |
| 156 | HUBBELL INC | HUBB | 1,228 | $406,357 | 0.11% |
| 157 | CONOCOPHILLIPS | COP | 3,862 | $405,587 | 0.11% |
| 158 | ISHARES GOLD TR | IAU | 6,850 | $403,876 | 0.11% |
| 159 | ECOLAB INC | ECL | 1,549 | $392,702 | 0.11% |
| 160 | CHURCH & DWIGHT CO INC | CHD | 3,527 | $388,287 | 0.11% |
| 161 | FLEXSHARES TR | FLEX | 5,617 | $383,978 | 0.10% |
| 162 | ISHARES TR | 464288661 | 3,238 | $382,521 | 0.10% |
| 163 | AFLAC INC | AFL | 3,362 | $373,821 | 0.10% |
| 164 | PHILLIPS 66 | PSX | 2,973 | $367,106 | 0.10% |
| 165 | FIRST TR EXCHANGE TRADED FD | 33738R118 | 4,975 | $366,210 | 0.10% |
| 166 | FEDEX CORP | FDX | 1,500 | $365,670 | 0.10% |
| 167 | GOLDMAN SACHS GROUP INC | GSCE | 644 | $351,811 | 0.10% |
| 168 | MERCADOLIBRE INC | MELI | 175 | $341,402 | 0.09% |
| 169 | LOCKHEED MARTIN CORP | LMT | 750 | $335,033 | 0.09% |
| 170 | XYLEM INC | XYL | 2,800 | $334,488 | 0.09% |
| 171 | PAYCHEX INC | PAYX | 2,039 | $314,577 | 0.09% |
| 172 | UNITED RENTALS INC | URI | 500 | $313,350 | 0.09% |
| 173 | SELECT SECTOR SPDR TR | 81369Y886 | 3,893 | $306,963 | 0.08% |
| 174 | SPDR SER TR | 78464A102 | 1,600 | $306,896 | 0.08% |
| 175 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 6,020 | $306,117 | 0.08% |
| 176 | SELECT SECTOR SPDR TR | 81369Y308 | 3,723 | $304,057 | 0.08% |
| 177 | DBX ETF TR | 233051242 | 5,828 | $301,541 | 0.08% |
| 178 | STRYKER CORPORATION | SYK | 810 | $301,523 | 0.08% |
| 179 | MEDTRONIC PLC | MDT | 3,317 | $298,066 | 0.08% |
| 180 | VANGUARD SCOTTSDALE FDS | 92206C102 | 5,063 | $297,147 | 0.08% |
| 181 | NUCOR CORP | NUE | 2,455 | $295,435 | 0.08% |
| 182 | CROWN CASTLE INC | CCI | 2,829 | $294,867 | 0.08% |
| 183 | VERTEX PHARMACEUTICALS INC | VRTX | 605 | $293,316 | 0.08% |
| 184 | SELECT SECTOR SPDR TR | 81369Y407 | 1,477 | $291,648 | 0.08% |
| 185 | SPDR SER TR | 78464A870 | 3,575 | $289,933 | 0.08% |
| 186 | SHERWIN WILLIAMS CO | SHW | 827 | $288,780 | 0.08% |
| 187 | INVESCO EXCHANGE TRADED FD T | IVZ | 7,540 | $288,405 | 0.08% |
| 188 | CONSTELLATION ENERGY CORP | CEG | 1,421 | $286,516 | 0.08% |
| 189 | AMGEN INC | AMGN | 909 | $283,199 | 0.08% |
| 190 | PARKER-HANNIFIN CORP | PH | 464 | $282,042 | 0.08% |
| 191 | ALLSTATE CORP | ALL-PJ | 1,350 | $279,545 | 0.08% |
| 192 | DBX ETF TR | 233051218 | 9,085 | $279,273 | 0.08% |
| 193 | WILLIAMS COS INC | 969457100 | 4,462 | $266,649 | 0.07% |
| 194 | INTUITIVE SURGICAL INC | ISRG | 531 | $262,988 | 0.07% |
| 195 | TESLA INC | TSLA | 1,000 | $259,160 | 0.07% |
| 196 | QUALCOMM INC | QCOM | 1,679 | $257,911 | 0.07% |
| 197 | THE TRADE DESK INC | 88339J105 | 4,700 | $257,184 | 0.07% |
| 198 | TOAST INC | TOST | 7,660 | $254,082 | 0.07% |
| 199 | INTEL CORP | INTC | 11,131 | $252,785 | 0.07% |
| 200 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 3,189 | $243,959 | 0.07% |
| 201 | ISHARES TR | 46436E601 | 4,980 | $242,626 | 0.07% |
| 202 | CARRIER GLOBAL CORPORATION | CARR | 3,760 | $238,384 | 0.06% |
| 203 | ALTRIA GROUP INC | MO | 3,970 | $238,279 | 0.06% |
| 204 | INTUIT | INTU | 388 | $238,228 | 0.06% |
| 205 | LAM RESEARCH CORP | LRCX | 3,220 | $234,094 | 0.06% |
| 206 | GENUINE PARTS CO | GPC | 1,957 | $233,157 | 0.06% |
| 207 | ISHARES TR | 464287549 | 2,500 | $226,675 | 0.06% |
| 208 | ZOETIS INC | ZTS | 1,375 | $226,394 | 0.06% |
| 209 | SELECT SECTOR SPDR TR | 81369Y852 | 2,297 | $221,546 | 0.06% |
| 210 | AMERICAN ELEC PWR CO INC | 025537101 | 2,000 | $218,540 | 0.06% |
| 211 | UNITED PARCEL SERVICE INC | UPS | 1,956 | $215,140 | 0.06% |
| 212 | BECTON DICKINSON & CO | BDX | 930 | $213,026 | 0.06% |
| 213 | DEERE & CO | DE | 447 | $209,799 | 0.06% |
| 214 | NIKE INC | NKE | 3,244 | $205,929 | 0.06% |
| 215 | OMNICOM GROUP INC | OMC | 2,472 | $204,954 | 0.06% |
| 216 | COUPANG INC | CPNG | 9,240 | $202,633 | 0.06% |
| 217 | GENERAL MLS INC | 370334104 | 3,352 | $200,416 | 0.05% |
| 218 | TEXTRON INC | TXT | 2,771 | $200,205 | 0.05% |
| 219 | VERASTEM INC | VSTM | 26,415 | $159,282 | 0.04% |
| 220 | KODIAK SCIENCES INC | KOD | 25,000 | $70,125 | 0.02% |
| 221 | STEM INC | STEM | 50,000 | $17,515 | 0.00% |
| 222 | EDITAS MEDICINE INC | EDIT | 13,850 | $16,066 | 0.00% |
| 223 | TSCAN THERAPEUTICS INC | TCRX | 10,000 | $13,800 | 0.00% |
| 224 | FORGE GLOBAL HOLDINGS INC | 34629L103 | 20,000 | $11,240 | 0.00% |
| 225 | SERES THERAPEUTICS INC | MCRB | 15,000 | $10,502 | 0.00% |
| 226 | WW INTL INC | 98262P101 | 10,000 | $5,226 | 0.00% |