13F HOLDINGS REPORT
Aries Wealth Management
Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001085146-25-004192
Total Value
$382.7M
Positions
217
Other Managers
0
Confidential Omitted
No
Holdings (217)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 88,422 | $18.1M | 4.74% |
| 2 | MICROSOFT CORP | MSFT | 35,219 | $17.5M | 4.58% |
| 3 | VANGUARD INDEX FDS | 922908736 | 37,978 | $16.6M | 4.35% |
| 4 | ISHARES TR | 464287465 | 144,339 | $12.9M | 3.37% |
| 5 | SPDR S&P 500 ETF TR | SPY | 19,344 | $12.0M | 3.12% |
| 6 | VANGUARD INDEX FDS | 922908751 | 50,278 | $11.9M | 3.11% |
| 7 | VANGUARD INDEX FDS | 922908629 | 40,678 | $11.4M | 2.97% |
| 8 | AMAZON COM INC | AMZN | 42,698 | $9.4M | 2.45% |
| 9 | META PLATFORMS INC | META | 9,828 | $7.3M | 1.90% |
| 10 | SPDR SERIES TRUST | 78464A763 | 51,429 | $7.0M | 1.82% |
| 11 | CATERPILLAR INC | CAT | 17,892 | $6.9M | 1.82% |
| 12 | ISHARES TR | 464287234 | 137,946 | $6.7M | 1.74% |
| 13 | ALPHABET INC | GOOG | 32,744 | $5.8M | 1.51% |
| 14 | VANGUARD INDEX FDS | 922908744 | 31,937 | $5.6M | 1.48% |
| 15 | HOME DEPOT INC | HD | 14,958 | $5.5M | 1.43% |
| 16 | ISHARES TR | 464287689 | 15,294 | $5.4M | 1.40% |
| 17 | WALMART INC | WMT | 53,621 | $5.2M | 1.37% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 17,239 | $5.0M | 1.31% |
| 19 | EXXON MOBIL CORP | XOM | 44,618 | $4.8M | 1.26% |
| 20 | INVESCO EXCH TRADED FD TR II | IVZ | 204,934 | $4.8M | 1.25% |
| 21 | VISA INC | V | 13,102 | $4.7M | 1.22% |
| 22 | ISHARES TR | 46432F339 | 24,305 | $4.4M | 1.16% |
| 23 | WISDOMTREE TR | WT | 51,589 | $4.3M | 1.13% |
| 24 | VANGUARD INDEX FDS | 922908769 | 14,039 | $4.3M | 1.12% |
| 25 | SPDR GOLD TR | GLD | 13,877 | $4.2M | 1.11% |
| 26 | JOHNSON & JOHNSON | JNJ | 25,688 | $3.9M | 1.03% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 3,564 | $3.5M | 0.92% |
| 28 | PROCTER AND GAMBLE CO | 742718109 | 22,002 | $3.5M | 0.92% |
| 29 | SPDR SERIES TRUST | 78468R200 | 110,993 | $3.4M | 0.89% |
| 30 | INTERNATIONAL BUSINESS MACHS | INTR | 11,437 | $3.4M | 0.88% |
| 31 | ISHARES TR | 464287457 | 39,397 | $3.3M | 0.85% |
| 32 | ELI LILLY & CO | LLY | 4,110 | $3.2M | 0.84% |
| 33 | ISHARES TR | 46429B697 | 32,318 | $3.0M | 0.79% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C870 | 35,111 | $2.9M | 0.76% |
| 35 | WASTE MGMT INC DEL | 94106L109 | 12,400 | $2.8M | 0.74% |
| 36 | ISHARES TR | 464288257 | 21,074 | $2.7M | 0.71% |
| 37 | ISHARES TR | 464288646 | 49,389 | $2.6M | 0.68% |
| 38 | VANECK ETF TRUST | 92189F106 | 47,724 | $2.5M | 0.65% |
| 39 | ABBVIE INC | ABBV | 13,167 | $2.4M | 0.64% |
| 40 | ABBOTT LABS | ABLZF | 17,429 | $2.4M | 0.62% |
| 41 | AUTOMATIC DATA PROCESSING IN | ADP | 7,588 | $2.3M | 0.61% |
| 42 | CHUBB LIMITED | CB | 7,439 | $2.2M | 0.56% |
| 43 | ISHARES TR | 464287226 | 21,485 | $2.1M | 0.56% |
| 44 | VANGUARD INDEX FDS | 922908363 | 3,707 | $2.1M | 0.55% |
| 45 | MERCK & CO INC | MRK | 26,184 | $2.1M | 0.54% |
| 46 | THERMO FISHER SCIENTIFIC INC | TMO | 5,085 | $2.1M | 0.54% |
| 47 | PEPSICO INC | PEP | 15,302 | $2.0M | 0.53% |
| 48 | INVESCO QQQ TR | IVZ | 3,511 | $1.9M | 0.51% |
| 49 | VANGUARD INTL EQUITY INDEX F | 922042858 | 39,148 | $1.9M | 0.51% |
| 50 | VANGUARD SCOTTSDALE FDS | 92206C409 | 23,247 | $1.8M | 0.48% |
| 51 | ACCENTURE PLC IRELAND | ACN | 6,148 | $1.8M | 0.48% |
| 52 | NVIDIA CORPORATION | NVDA | 11,485 | $1.8M | 0.47% |
| 53 | GE AEROSPACE | 369604301 | 7,028 | $1.8M | 0.47% |
| 54 | TJX COS INC NEW | 872540109 | 14,351 | $1.8M | 0.46% |
| 55 | VANGUARD TAX-MANAGED FDS | 921943858 | 31,000 | $1.8M | 0.46% |
| 56 | IDEXX LABS INC | 45168D104 | 3,172 | $1.7M | 0.44% |
| 57 | MCDONALDS CORP | MCD | 5,740 | $1.7M | 0.44% |
| 58 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 34,668 | $1.7M | 0.43% |
| 59 | BLACKROCK INC | BLK | 1,549 | $1.6M | 0.42% |
| 60 | T-MOBILE US INC | TMUSZ | 6,816 | $1.6M | 0.42% |
| 61 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 31,950 | $1.6M | 0.42% |
| 62 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,325 | $1.6M | 0.42% |
| 63 | RTX CORPORATION | RTX | 10,757 | $1.6M | 0.41% |
| 64 | VANGUARD MALVERN FDS | 922020805 | 30,345 | $1.5M | 0.40% |
| 65 | ILLINOIS TOOL WKS INC | 452308109 | 6,099 | $1.5M | 0.39% |
| 66 | ORACLE CORP | ORCL-PD | 6,881 | $1.5M | 0.39% |
| 67 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 55,481 | $1.5M | 0.39% |
| 68 | VANGUARD BD INDEX FDS | 921937827 | 17,964 | $1.4M | 0.37% |
| 69 | VANGUARD SPECIALIZED FUNDS | 921908844 | 6,836 | $1.4M | 0.37% |
| 70 | AGNICO EAGLE MINES LTD | AEM | 11,731 | $1.4M | 0.36% |
| 71 | VANGUARD INTL EQUITY INDEX F | 922042775 | 20,584 | $1.4M | 0.36% |
| 72 | INVESCO EXCH TRADED FD TR II | IVZ | 23,596 | $1.4M | 0.35% |
| 73 | CHEVRON CORP NEW | CVX | 9,254 | $1.3M | 0.35% |
| 74 | TEXAS INSTRS INC | 882508104 | 6,338 | $1.3M | 0.34% |
| 75 | ISHARES TR | 46432F842 | 15,639 | $1.3M | 0.34% |
| 76 | THE CIGNA GROUP | 125523100 | 3,827 | $1.3M | 0.33% |
| 77 | COLGATE PALMOLIVE CO | CL | 13,872 | $1.3M | 0.33% |
| 78 | KKR & CO INC | KKRT | 9,404 | $1.3M | 0.33% |
| 79 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 13,262 | $1.2M | 0.33% |
| 80 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 14,545 | $1.2M | 0.32% |
| 81 | BROADCOM INC | AVGO | 4,460 | $1.2M | 0.32% |
| 82 | LINDE PLC | LIN | 2,385 | $1.1M | 0.29% |
| 83 | UNION PAC CORP | UNP | 4,798 | $1.1M | 0.29% |
| 84 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,008 | $1.1M | 0.29% |
| 85 | MASTERCARD INCORPORATED | MA | 1,927 | $1.1M | 0.28% |
| 86 | CISCO SYS INC | CSCO | 15,559 | $1.1M | 0.28% |
| 87 | NEXTERA ENERGY INC | NEE-PW | 15,330 | $1.1M | 0.28% |
| 88 | GE VERNOVA INC | GEV | 1,980 | $1.0M | 0.27% |
| 89 | UBER TECHNOLOGIES INC | UBER | 11,228 | $1.0M | 0.27% |
| 90 | GRAYSCALE ETHEREUM MINI TR E | 38964R203 | 42,678 | $1.0M | 0.26% |
| 91 | LOWES COS INC | 548661107 | 4,484 | $994,865 | 0.26% |
| 92 | VANGUARD INTL EQUITY INDEX F | 922042874 | 12,500 | $968,750 | 0.25% |
| 93 | SELECT SECTOR SPDR TR | 81369Y803 | 3,795 | $961,008 | 0.25% |
| 94 | INDEPENDENT BK CORP MASS | 453836108 | 15,100 | $949,564 | 0.25% |
| 95 | EMERSON ELEC CO | EMR | 6,819 | $909,177 | 0.24% |
| 96 | DISNEY WALT CO | 254687106 | 7,314 | $907,009 | 0.24% |
| 97 | ALPHABET INC | GOOG | 5,057 | $897,061 | 0.23% |
| 98 | MCKESSON CORP | MCK | 1,208 | $885,198 | 0.23% |
| 99 | ROCKET LAB CORP | RKLB | 24,708 | $883,805 | 0.23% |
| 100 | 3M CO | MMM | 5,748 | $875,076 | 0.23% |
| 101 | COCA COLA CO | KO | 12,190 | $862,443 | 0.23% |
| 102 | VANGUARD INDEX FDS | 922908652 | 4,369 | $841,950 | 0.22% |
| 103 | MARSH & MCLENNAN COS INC | 571748102 | 3,837 | $838,922 | 0.22% |
| 104 | MONDELEZ INTL INC | 609207105 | 12,263 | $827,017 | 0.22% |
| 105 | KLA CORP | KLAC | 842 | $754,213 | 0.20% |
| 106 | HONEYWELL INTL INC | 438516106 | 3,234 | $753,134 | 0.20% |
| 107 | PFIZER INC | PFE | 30,437 | $737,793 | 0.19% |
| 108 | GRAYSCALE ETHEREUM TRUST ETF | 389638107 | 35,292 | $736,191 | 0.19% |
| 109 | EATON CORP PLC | ETN | 2,025 | $722,905 | 0.19% |
| 110 | TRAVELERS COMPANIES INC | TRV | 2,658 | $711,121 | 0.19% |
| 111 | ISHARES TR | 464288679 | 6,339 | $699,952 | 0.18% |
| 112 | ISHARES TR | 464288240 | 11,367 | $692,705 | 0.18% |
| 113 | ASTRAZENECA PLC | AZN | 9,548 | $667,214 | 0.17% |
| 114 | AMERICAN EXPRESS CO | AXP | 2,073 | $661,246 | 0.17% |
| 115 | SELECT SECTOR SPDR TR | 81369Y209 | 4,894 | $659,662 | 0.17% |
| 116 | ARES MANAGEMENT CORPORATION | ARES-PB | 3,799 | $657,987 | 0.17% |
| 117 | ISHARES TR | 46435U218 | 5,976 | $647,500 | 0.17% |
| 118 | NETFLIX INC | NFLX | 482 | $645,461 | 0.17% |
| 119 | SHELL PLC | RYDAF | 9,100 | $640,731 | 0.17% |
| 120 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 13,694 | $633,895 | 0.17% |
| 121 | SALESFORCE INC | CRM | 2,266 | $617,916 | 0.16% |
| 122 | ADOBE INC | ADBE | 1,594 | $616,687 | 0.16% |
| 123 | MONSTER BEVERAGE CORP NEW | MNST | 9,700 | $607,608 | 0.16% |
| 124 | WILLIAMS SONOMA INC | WSM | 3,660 | $597,934 | 0.16% |
| 125 | ISHARES TR | 464287200 | 943 | $585,509 | 0.15% |
| 126 | VANGUARD BD INDEX FDS | 921937835 | 7,940 | $584,622 | 0.15% |
| 127 | RENAISSANCERE HLDGS LTD | RNR-PG | 2,400 | $582,960 | 0.15% |
| 128 | AMERIPRISE FINL INC | 03076C106 | 1,082 | $577,496 | 0.15% |
| 129 | SELECT SECTOR SPDR TR | 81369Y506 | 6,744 | $571,959 | 0.15% |
| 130 | CHECK POINT SOFTWARE TECH LT | M22465104 | 2,543 | $562,639 | 0.15% |
| 131 | IMPINJ INC | PI | 5,000 | $555,350 | 0.15% |
| 132 | DANAHER CORPORATION | 235851102 | 2,728 | $538,889 | 0.14% |
| 133 | ISHARES TR | 464288414 | 4,980 | $520,310 | 0.14% |
| 134 | ISHARES TR | 464287614 | 1,205 | $511,619 | 0.13% |
| 135 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 8,500 | $508,895 | 0.13% |
| 136 | STATE STR CORP | STT-PG | 4,779 | $508,199 | 0.13% |
| 137 | HUBBELL INC | HUBB | 1,228 | $501,527 | 0.13% |
| 138 | ISHARES TR | 46429B689 | 5,776 | $485,531 | 0.13% |
| 139 | TOTALENERGIES SE | TTE | 7,822 | $480,193 | 0.13% |
| 140 | SELECT SECTOR SPDR TR | 81369Y605 | 9,137 | $478,505 | 0.13% |
| 141 | NXP SEMICONDUCTORS N V | NXPI | 2,182 | $476,745 | 0.12% |
| 142 | FS KKR CAP CORP | FSK | 22,865 | $474,449 | 0.12% |
| 143 | UNUM GROUP | UNMA | 5,846 | $472,123 | 0.12% |
| 144 | ISHARES INC | 46434G103 | 7,673 | $460,610 | 0.12% |
| 145 | MERCADOLIBRE INC | MELI | 175 | $457,385 | 0.12% |
| 146 | GOLDMAN SACHS GROUP INC | GSCE | 644 | $455,791 | 0.12% |
| 147 | CONSTELLATION ENERGY CORP | CEG | 1,399 | $451,541 | 0.12% |
| 148 | ISHARES INC | 464286533 | 7,167 | $450,088 | 0.12% |
| 149 | FIRST TR EXCHANGE TRADED FD | 33738R118 | 4,975 | $448,596 | 0.12% |
| 150 | OREILLY AUTOMOTIVE INC | 67103H107 | 4,965 | $447,495 | 0.12% |
| 151 | ISHARES TR | 464287507 | 7,071 | $438,543 | 0.11% |
| 152 | HARTFORD INSURANCE GROUP INC | HIG-PG | 3,456 | $438,463 | 0.11% |
| 153 | REPUBLIC SVCS INC | 760759100 | 1,775 | $437,733 | 0.11% |
| 154 | VANGUARD SCOTTSDALE FDS | 92206C706 | 7,105 | $424,950 | 0.11% |
| 155 | ISHARES GOLD TR | IAU | 6,765 | $421,865 | 0.11% |
| 156 | AXSOME THERAPEUTICS INC | AXSM | 4,000 | $417,560 | 0.11% |
| 157 | ECOLAB INC | ECL | 1,549 | $417,363 | 0.11% |
| 158 | ISHARES TR | 464288661 | 3,238 | $385,613 | 0.10% |
| 159 | SPDR SERIES TRUST | 78464A102 | 1,600 | $379,648 | 0.10% |
| 160 | UNITED RENTALS INC | URI | 500 | $376,700 | 0.10% |
| 161 | XYLEM INC | XYL | 2,800 | $362,208 | 0.09% |
| 162 | PHILLIPS 66 | PSX | 2,973 | $354,679 | 0.09% |
| 163 | AFLAC INC | AFL | 3,362 | $354,557 | 0.09% |
| 164 | KIMBERLY-CLARK CORP | KMB | 2,732 | $352,209 | 0.09% |
| 165 | LOCKHEED MARTIN CORP | LMT | 748 | $346,429 | 0.09% |
| 166 | INVESCO EXCHANGE TRADED FD T | IVZ | 7,540 | $345,106 | 0.09% |
| 167 | FEDEX CORP | FDX | 1,500 | $340,965 | 0.09% |
| 168 | UNITEDHEALTH GROUP INC | UNH | 1,087 | $339,111 | 0.09% |
| 169 | CHURCH & DWIGHT CO INC | CHD | 3,527 | $338,980 | 0.09% |
| 170 | THE TRADE DESK INC | 88339J105 | 4,700 | $338,353 | 0.09% |
| 171 | CONOCOPHILLIPS | COP | 3,720 | $333,833 | 0.09% |
| 172 | CONSTELLATION BRANDS INC | STZ | 2,049 | $333,331 | 0.09% |
| 173 | TOAST INC | TOST | 7,510 | $332,618 | 0.09% |
| 174 | PARKER-HANNIFIN CORP | PH | 464 | $324,090 | 0.08% |
| 175 | STRYKER CORPORATION | SYK | 810 | $320,460 | 0.08% |
| 176 | SELECT SECTOR SPDR TR | 81369Y407 | 1,465 | $318,388 | 0.08% |
| 177 | NUCOR CORP | NUE | 2,455 | $318,021 | 0.08% |
| 178 | LAM RESEARCH CORP | LRCX | 3,220 | $313,435 | 0.08% |
| 179 | DBX ETF TR | 233051242 | 5,828 | $313,255 | 0.08% |
| 180 | DBX ETF TR | 233051218 | 9,085 | $305,983 | 0.08% |
| 181 | INTUIT | INTU | 388 | $305,600 | 0.08% |
| 182 | VANGUARD SCOTTSDALE FDS | 92206C102 | 5,063 | $297,603 | 0.08% |
| 183 | PAYCHEX INC | PAYX | 2,039 | $296,593 | 0.08% |
| 184 | CROWN CASTLE INC | CCI | 2,829 | $290,623 | 0.08% |
| 185 | SHERWIN WILLIAMS CO | SHW | 827 | $283,959 | 0.07% |
| 186 | ISHARES TR | 464287549 | 2,500 | $280,850 | 0.07% |
| 187 | WILLIAMS COS INC | 969457100 | 4,462 | $280,258 | 0.07% |
| 188 | SELECT SECTOR SPDR TR | 81369Y886 | 3,424 | $279,604 | 0.07% |
| 189 | COUPANG INC | CPNG | 9,240 | $276,830 | 0.07% |
| 190 | INTUITIVE SURGICAL INC | ISRG | 508 | $276,052 | 0.07% |
| 191 | CARRIER GLOBAL CORPORATION | CARR | 3,760 | $275,194 | 0.07% |
| 192 | ALLSTATE CORP | ALL-PJ | 1,350 | $271,769 | 0.07% |
| 193 | VERTEX PHARMACEUTICALS INC | VRTX | 605 | $269,346 | 0.07% |
| 194 | ISHARES TR | 46436E601 | 4,980 | $268,621 | 0.07% |
| 195 | QUALCOMM INC | QCOM | 1,679 | $267,398 | 0.07% |
| 196 | ISHARES TR | 464287804 | 2,446 | $267,323 | 0.07% |
| 197 | CROWDSTRIKE HLDGS INC | CRWD | 500 | $254,655 | 0.07% |
| 198 | AMGEN INC | AMGN | 898 | $250,731 | 0.07% |
| 199 | INTEL CORP | INTC | 11,131 | $249,334 | 0.07% |
| 200 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 3,189 | $248,838 | 0.07% |
| 201 | MORGAN STANLEY | MS-PQ | 1,708 | $240,589 | 0.06% |
| 202 | SELECT SECTOR SPDR TR | 81369Y852 | 2,209 | $239,743 | 0.06% |
| 203 | DELL TECHNOLOGIES INC | DELL | 1,881 | $230,611 | 0.06% |
| 204 | SPDR SERIES TRUST | 78464A870 | 2,760 | $228,887 | 0.06% |
| 205 | ALIBABA GROUP HLDG LTD | BBAAY | 2,015 | $228,521 | 0.06% |
| 206 | TEXTRON INC | TXT | 2,771 | $222,484 | 0.06% |
| 207 | ROCKWELL AUTOMATION INC | ROK | 660 | $219,232 | 0.06% |
| 208 | WELLS FARGO CO NEW | 949746101 | 2,700 | $216,324 | 0.06% |
| 209 | ZOETIS INC | ZTS | 1,375 | $214,431 | 0.06% |
| 210 | ALTRIA GROUP INC | MO | 3,570 | $209,309 | 0.05% |
| 211 | AMERICAN ELEC PWR CO INC | 025537101 | 2,000 | $207,520 | 0.05% |
| 212 | SPDR SERIES TRUST | 78468R648 | 3,745 | $203,653 | 0.05% |
| 213 | ISHARES SILVER TR | SLV | 6,100 | $200,141 | 0.05% |
| 214 | VERASTEM INC | VSTM | 23,749 | $98,558 | 0.03% |
| 215 | KODIAK SCIENCES INC | KOD | 25,000 | $93,250 | 0.02% |
| 216 | EDITAS MEDICINE INC | EDIT | 13,500 | $29,700 | 0.01% |
| 217 | TSCAN THERAPEUTICS INC | TCRX | 10,000 | $14,500 | 0.00% |