13F HOLDINGS REPORT
Aries Wealth Management
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001172661-25-004662
Total Value
$422.6M
Positions
231
Other Managers
0
Confidential Omitted
No
Holdings (231)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 87,680 | $22.3M | 5.28% |
| 2 | MICROSOFT CORP | MSFT | 35,553 | $18.4M | 4.36% |
| 3 | VANGUARD INDEX FDS | 922908736 | 38,017 | $18.2M | 4.31% |
| 4 | SPDR S&P 500 ETF TR | SPY | 24,323 | $16.2M | 3.83% |
| 5 | ISHARES TR | 464287465 | 156,529 | $14.6M | 3.46% |
| 6 | VANGUARD INDEX FDS | 922908751 | 52,145 | $13.3M | 3.14% |
| 7 | VANGUARD INDEX FDS | 922908629 | 41,055 | $12.1M | 2.85% |
| 8 | AMAZON COM INC | AMZN | 42,768 | $9.4M | 2.22% |
| 9 | CATERPILLAR INC | CAT | 17,975 | $8.6M | 2.03% |
| 10 | ALPHABET INC | GOOG | 32,672 | $7.9M | 1.88% |
| 11 | ISHARES TR | 464287234 | 146,460 | $7.8M | 1.85% |
| 12 | SPDR SERIES TRUST | 78464A763 | 51,429 | $7.2M | 1.70% |
| 13 | META PLATFORMS INC | META | 9,566 | $7.0M | 1.66% |
| 14 | VANGUARD INDEX FDS | 922908744 | 34,781 | $6.5M | 1.53% |
| 15 | HOME DEPOT INC | HD | 15,122 | $6.1M | 1.45% |
| 16 | ISHARES TR | 464287689 | 15,294 | $5.8M | 1.37% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 17,561 | $5.5M | 1.31% |
| 18 | WALMART INC | WMT | 53,691 | $5.5M | 1.31% |
| 19 | INVESCO EXCH TRADED FD TR II | IVZ | 204,284 | $5.2M | 1.23% |
| 20 | EXXON MOBIL CORP | XOM | 44,618 | $5.0M | 1.19% |
| 21 | SPDR GOLD TR | GLD | 13,980 | $5.0M | 1.18% |
| 22 | JOHNSON & JOHNSON | JNJ | 25,546 | $4.7M | 1.12% |
| 23 | ISHARES TR | 46432F339 | 24,256 | $4.7M | 1.12% |
| 24 | VANGUARD INDEX FDS | 922908769 | 14,114 | $4.6M | 1.10% |
| 25 | WISDOMTREE TR | WT | 51,386 | $4.6M | 1.08% |
| 26 | VISA INC | V | 13,283 | $4.5M | 1.07% |
| 27 | VANECK ETF TRUST | 92189F106 | 47,404 | $3.6M | 0.86% |
| 28 | SPDR SERIES TRUST | 78468R200 | 114,648 | $3.5M | 0.84% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 3,768 | $3.5M | 0.83% |
| 30 | ISHARES TR | 464287457 | 41,775 | $3.5M | 0.82% |
| 31 | PROCTER AND GAMBLE CO | 742718109 | 21,957 | $3.4M | 0.80% |
| 32 | ELI LILLY & CO | LLY | 4,351 | $3.3M | 0.79% |
| 33 | INTERNATIONAL BUSINESS MACHS | INTR | 11,437 | $3.2M | 0.76% |
| 34 | ISHARES TR | 464288257 | 21,382 | $3.0M | 0.70% |
| 35 | VANGUARD SCOTTSDALE FDS | 92206C870 | 35,135 | $3.0M | 0.70% |
| 36 | ABBVIE INC | ABBV | 12,757 | $3.0M | 0.70% |
| 37 | ISHARES TR | 46429B697 | 30,645 | $2.9M | 0.69% |
| 38 | WASTE MGMT INC DEL | 94106L109 | 12,525 | $2.8M | 0.65% |
| 39 | ISHARES TR | 464288646 | 49,862 | $2.6M | 0.63% |
| 40 | THERMO FISHER SCIENTIFIC INC | TMO | 4,999 | $2.4M | 0.57% |
| 41 | ABBOTT LABS | ABLZF | 17,428 | $2.3M | 0.55% |
| 42 | VANGUARD INDEX FDS | 922908363 | 3,807 | $2.3M | 0.55% |
| 43 | VANGUARD INTL EQUITY INDEX F | 922042858 | 41,993 | $2.3M | 0.54% |
| 44 | AUTOMATIC DATA PROCESSING IN | ADP | 7,587 | $2.2M | 0.53% |
| 45 | ISHARES TR | 464287226 | 22,035 | $2.2M | 0.52% |
| 46 | MERCK & CO INC | MRK | 26,034 | $2.2M | 0.52% |
| 47 | PEPSICO INC | PEP | 15,302 | $2.1M | 0.51% |
| 48 | GE AEROSPACE | 369604301 | 7,028 | $2.1M | 0.50% |
| 49 | INVESCO QQQ TR | IVZ | 3,511 | $2.1M | 0.50% |
| 50 | CHUBB LIMITED | CB | 7,439 | $2.1M | 0.50% |
| 51 | IDEXX LABS INC | 45168D104 | 3,248 | $2.1M | 0.49% |
| 52 | TJX COS INC NEW | 872540109 | 14,351 | $2.1M | 0.49% |
| 53 | AGNICO EAGLE MINES LTD | AEM | 11,731 | $2.0M | 0.47% |
| 54 | ORACLE CORP | ORCL-PD | 6,881 | $1.9M | 0.46% |
| 55 | NVIDIA CORPORATION | NVDA | 10,235 | $1.9M | 0.45% |
| 56 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 37,503 | $1.9M | 0.45% |
| 57 | BLACKROCK INC | BLK | 1,625 | $1.9M | 0.45% |
| 58 | RTX CORPORATION | RTX | 11,255 | $1.9M | 0.45% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C409 | 23,247 | $1.9M | 0.44% |
| 60 | VANGUARD TAX-MANAGED FDS | 921943858 | 31,000 | $1.9M | 0.44% |
| 61 | GRAYSCALE ETHEREUM MINI TR E | 38964R203 | 46,828 | $1.8M | 0.43% |
| 62 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,547 | $1.8M | 0.42% |
| 63 | MCDONALDS CORP | MCD | 5,740 | $1.7M | 0.41% |
| 64 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 33,415 | $1.7M | 0.40% |
| 65 | T-MOBILE US INC | TMUSZ | 6,816 | $1.6M | 0.39% |
| 66 | ILLINOIS TOOL WKS INC | 452308109 | 6,098 | $1.6M | 0.38% |
| 67 | VANGUARD MALVERN FDS | 922020805 | 31,145 | $1.6M | 0.37% |
| 68 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 55,091 | $1.5M | 0.36% |
| 69 | CHEVRON CORP NEW | CVX | 9,863 | $1.5M | 0.36% |
| 70 | ACCENTURE PLC IRELAND | ACN | 6,062 | $1.5M | 0.35% |
| 71 | VANGUARD SPECIALIZED FUNDS | 921908844 | 6,826 | $1.5M | 0.35% |
| 72 | INVESCO EXCH TRADED FD TR II | IVZ | 23,406 | $1.4M | 0.34% |
| 73 | VANGUARD BD INDEX FDS | 921937827 | 17,929 | $1.4M | 0.33% |
| 74 | VANGUARD INTL EQUITY INDEX F | 922042775 | 19,609 | $1.4M | 0.33% |
| 75 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 13,827 | $1.4M | 0.33% |
| 76 | ISHARES TR | 46432F842 | 15,639 | $1.4M | 0.32% |
| 77 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 14,545 | $1.3M | 0.31% |
| 78 | BROADCOM INC | AVGO | 3,905 | $1.3M | 0.30% |
| 79 | ALPHABET INC | GOOG | 5,142 | $1.3M | 0.30% |
| 80 | TEXAS INSTRS INC | 882508104 | 6,777 | $1.2M | 0.29% |
| 81 | GE VERNOVA INC | GEV | 1,980 | $1.2M | 0.29% |
| 82 | KKR & CO INC | KKRT | 9,364 | $1.2M | 0.29% |
| 83 | GRAYSCALE ETHEREUM TRUST ETF | 389638107 | 35,077 | $1.2M | 0.28% |
| 84 | UNION PAC CORP | UNP | 4,830 | $1.1M | 0.27% |
| 85 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,008 | $1.1M | 0.27% |
| 86 | LINDE PLC | LIN | 2,385 | $1.1M | 0.27% |
| 87 | COLGATE PALMOLIVE CO | CL | 14,157 | $1.1M | 0.27% |
| 88 | LOWES COS INC | 548661107 | 4,484 | $1.1M | 0.27% |
| 89 | NEXTERA ENERGY INC | NEE-PW | 14,923 | $1.1M | 0.27% |
| 90 | ROCKET LAB CORP | RKLB | 23,438 | $1.1M | 0.27% |
| 91 | UBER TECHNOLOGIES INC | UBER | 11,355 | $1.1M | 0.26% |
| 92 | THE CIGNA GROUP | 125523100 | 3,827 | $1.1M | 0.26% |
| 93 | MASTERCARD INCORPORATED | MA | 1,912 | $1.1M | 0.26% |
| 94 | SELECT SECTOR SPDR TR | 81369Y803 | 3,795 | $1.1M | 0.25% |
| 95 | CISCO SYS INC | CSCO | 15,559 | $1.1M | 0.25% |
| 96 | INDEPENDENT BK CORP MASS | 453836108 | 15,100 | $1.0M | 0.25% |
| 97 | VANGUARD INTL EQUITY INDEX F | 922042874 | 12,500 | $997,500 | 0.24% |
| 98 | MCKESSON CORP | MCK | 1,208 | $933,228 | 0.22% |
| 99 | VANGUARD INDEX FDS | 922908652 | 4,369 | $914,606 | 0.22% |
| 100 | KLA CORP | KLAC | 841 | $907,103 | 0.21% |
| 101 | IMPINJ INC | PI | 5,000 | $903,750 | 0.21% |
| 102 | 3M CO | MMM | 5,703 | $884,992 | 0.21% |
| 103 | EMERSON ELEC CO | EMR | 6,669 | $874,839 | 0.21% |
| 104 | DISNEY WALT CO | 254687106 | 7,314 | $837,453 | 0.20% |
| 105 | COCA COLA CO | KO | 12,190 | $808,441 | 0.19% |
| 106 | PFIZER INC | PFE | 31,437 | $801,015 | 0.19% |
| 107 | MARSH & MCLENNAN COS INC | 571748102 | 3,833 | $772,464 | 0.18% |
| 108 | MONDELEZ INTL INC | 609207105 | 12,247 | $765,070 | 0.18% |
| 109 | EATON CORP PLC | ETN | 2,025 | $757,856 | 0.18% |
| 110 | TRAVELERS COMPANIES INC | TRV | 2,658 | $742,167 | 0.18% |
| 111 | ISHARES TR | 464288240 | 11,302 | $734,743 | 0.17% |
| 112 | WILLIAMS SONOMA INC | WSM | 3,660 | $715,347 | 0.17% |
| 113 | ASTRAZENECA PLC | AZN | 9,248 | $709,507 | 0.17% |
| 114 | ISHARES TR | 464288679 | 6,414 | $708,683 | 0.17% |
| 115 | ISHARES TR | 46435U218 | 5,976 | $699,456 | 0.17% |
| 116 | AMERICAN EXPRESS CO | AXP | 2,073 | $688,568 | 0.16% |
| 117 | SELECT SECTOR SPDR TR | 81369Y209 | 4,894 | $681,098 | 0.16% |
| 118 | HONEYWELL INTL INC | 438516106 | 3,234 | $680,757 | 0.16% |
| 119 | SALESFORCE INC | CRM | 2,863 | $678,531 | 0.16% |
| 120 | MONSTER BEVERAGE CORP NEW | MNST | 9,700 | $652,907 | 0.15% |
| 121 | ISHARES TR | 464287200 | 943 | $631,150 | 0.15% |
| 122 | ADOBE INC | ADBE | 1,767 | $623,309 | 0.15% |
| 123 | RENAISSANCERE HLDGS LTD | RNR-PG | 2,400 | $609,432 | 0.14% |
| 124 | ARES MANAGEMENT CORPORATION | ARES-PB | 3,798 | $607,262 | 0.14% |
| 125 | VANGUARD BD INDEX FDS | 921937835 | 7,940 | $590,498 | 0.14% |
| 126 | SHELL PLC | RYDAF | 8,249 | $590,051 | 0.14% |
| 127 | NETFLIX INC | NFLX | 482 | $577,879 | 0.14% |
| 128 | ISHARES TR | 464287614 | 1,205 | $564,434 | 0.13% |
| 129 | STATE STR CORP | STT-PG | 4,779 | $554,412 | 0.13% |
| 130 | ISHARES GOLD TR | IAU | 7,467 | $543,374 | 0.13% |
| 131 | SELECT SECTOR SPDR TR | 81369Y506 | 5,994 | $535,504 | 0.13% |
| 132 | OREILLY AUTOMOTIVE INC | 67103H107 | 4,965 | $535,277 | 0.13% |
| 133 | AMERIPRISE FINL INC | 03076C106 | 1,081 | $531,041 | 0.13% |
| 134 | ISHARES TR | 464288414 | 4,980 | $530,320 | 0.13% |
| 135 | HUBBELL INC | HUBB | 1,227 | $527,990 | 0.12% |
| 136 | CHECK POINT SOFTWARE TECH LT | M22465104 | 2,543 | $526,172 | 0.12% |
| 137 | GOLDMAN SACHS GROUP INC | GSCE | 644 | $512,849 | 0.12% |
| 138 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 8,500 | $509,235 | 0.12% |
| 139 | ISHARES INC | 46434G103 | 7,673 | $505,804 | 0.12% |
| 140 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 11,083 | $499,843 | 0.12% |
| 141 | NXP SEMICONDUCTORS N V | NXPI | 2,182 | $496,907 | 0.12% |
| 142 | SELECT SECTOR SPDR TR | 81369Y605 | 9,137 | $492,210 | 0.12% |
| 143 | FIRST TR EXCHANGE TRADED FD | 33738R118 | 4,975 | $490,485 | 0.12% |
| 144 | ISHARES TR | 46429B689 | 5,776 | $489,978 | 0.12% |
| 145 | AXSOME THERAPEUTICS INC | AXSM | 4,000 | $485,800 | 0.11% |
| 146 | UNITED RENTALS INC | URI | 500 | $477,330 | 0.11% |
| 147 | ISHARES TR | 464287507 | 7,071 | $461,453 | 0.11% |
| 148 | HARTFORD INSURANCE GROUP INC | HIG-PG | 3,456 | $460,996 | 0.11% |
| 149 | CONSTELLATION ENERGY CORP | CEG | 1,399 | $460,369 | 0.11% |
| 150 | ISHARES INC | 464286533 | 7,167 | $457,470 | 0.11% |
| 151 | TOTALENERGIES SE | TTE | 7,664 | $457,464 | 0.11% |
| 152 | UNUM GROUP | UNMA | 5,846 | $454,702 | 0.11% |
| 153 | DANAHER CORPORATION | 235851102 | 2,257 | $447,473 | 0.11% |
| 154 | SPDR SERIES TRUST | 78464A102 | 1,600 | $435,568 | 0.10% |
| 155 | ALIBABA GROUP HLDG LTD | BBAAY | 2,395 | $428,058 | 0.10% |
| 156 | VANGUARD SCOTTSDALE FDS | 92206C706 | 7,105 | $426,513 | 0.10% |
| 157 | ECOLAB INC | ECL | 1,549 | $424,209 | 0.10% |
| 158 | VANGUARD SCOTTSDALE FDS | 92206C102 | 7,042 | $414,422 | 0.10% |
| 159 | XYLEM INC | XYL | 2,800 | $413,000 | 0.10% |
| 160 | KODIAK SCIENCES INC | KOD | 25,000 | $409,250 | 0.10% |
| 161 | MERCADOLIBRE INC | MELI | 175 | $408,965 | 0.10% |
| 162 | REPUBLIC SVCS INC | 760759100 | 1,775 | $407,327 | 0.10% |
| 163 | PHILLIPS 66 | PSX | 2,973 | $404,387 | 0.10% |
| 164 | LAM RESEARCH CORP | LRCX | 3,000 | $401,700 | 0.10% |
| 165 | GRAYSCALE COINDESK CRYPTO | GDLC | 6,958 | $388,952 | 0.09% |
| 166 | ISHARES TR | 464288661 | 3,238 | $386,973 | 0.09% |
| 167 | AFLAC INC | AFL | 3,362 | $375,535 | 0.09% |
| 168 | INTEL CORP | INTC | 11,131 | $373,445 | 0.09% |
| 169 | LOCKHEED MARTIN CORP | LMT | 748 | $373,409 | 0.09% |
| 170 | INVESCO EXCHANGE TRADED FD T | IVZ | 7,540 | $359,809 | 0.09% |
| 171 | FEDEX CORP | FDX | 1,500 | $353,715 | 0.08% |
| 172 | UNITEDHEALTH GROUP INC | UNH | 1,021 | $352,551 | 0.08% |
| 173 | FS KKR CAP CORP | FSK | 23,565 | $351,825 | 0.08% |
| 174 | PARKER-HANNIFIN CORP | PH | 464 | $351,782 | 0.08% |
| 175 | CONOCOPHILLIPS | COP | 3,719 | $351,780 | 0.08% |
| 176 | SELECT SECTOR SPDR TR | 81369Y407 | 1,465 | $351,073 | 0.08% |
| 177 | KIMBERLY-CLARK CORP | KMB | 2,732 | $339,697 | 0.08% |
| 178 | NUCOR CORP | NUE | 2,455 | $332,481 | 0.08% |
| 179 | DBX ETF TR | 233051242 | 5,769 | $329,237 | 0.08% |
| 180 | COUPANG INC | CPNG | 10,155 | $326,991 | 0.08% |
| 181 | ISHARES TR | 464287549 | 2,500 | $314,875 | 0.07% |
| 182 | DBX ETF TR | 233051218 | 9,085 | $314,750 | 0.07% |
| 183 | STRYKER CORPORATION | SYK | 810 | $299,433 | 0.07% |
| 184 | SELECT SECTOR SPDR TR | 81369Y886 | 3,424 | $298,607 | 0.07% |
| 185 | ISHARES TR | 46436E601 | 4,980 | $293,485 | 0.07% |
| 186 | ISHARES TR | 464287804 | 2,446 | $290,658 | 0.07% |
| 187 | ALLSTATE CORP | ALL-PJ | 1,350 | $289,778 | 0.07% |
| 188 | INTUITIVE SURGICAL INC | ISRG | 645 | $288,463 | 0.07% |
| 189 | SHERWIN WILLIAMS CO | SHW | 821 | $284,279 | 0.07% |
| 190 | WILLIAMS COS INC | 969457100 | 4,462 | $282,668 | 0.07% |
| 191 | CHURCH & DWIGHT CO INC | CHD | 3,202 | $280,591 | 0.07% |
| 192 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 5,430 | $277,147 | 0.07% |
| 193 | SPDR SERIES TRUST | 78464A870 | 2,760 | $276,552 | 0.07% |
| 194 | CONSTELLATION BRANDS INC | STZ | 2,049 | $275,939 | 0.07% |
| 195 | TOAST INC | TOST | 7,510 | $274,190 | 0.06% |
| 196 | CROWN CASTLE INC | CCI | 2,829 | $272,970 | 0.06% |
| 197 | MORGAN STANLEY | MS-PQ | 1,707 | $271,345 | 0.06% |
| 198 | DELL TECHNOLOGIES INC | DELL | 1,881 | $266,669 | 0.06% |
| 199 | INTUIT | INTU | 388 | $264,969 | 0.06% |
| 200 | SELECT SECTOR SPDR TR | 81369Y852 | 2,209 | $261,479 | 0.06% |
| 201 | PAYCHEX INC | PAYX | 2,039 | $258,464 | 0.06% |
| 202 | ISHARES SILVER TR | SLV | 6,100 | $258,457 | 0.06% |
| 203 | MOHAWK INDS INC | 608190104 | 2,000 | $257,840 | 0.06% |
| 204 | AMGEN INC | AMGN | 898 | $253,416 | 0.06% |
| 205 | QUALCOMM INC | QCOM | 1,511 | $251,370 | 0.06% |
| 206 | CROWDSTRIKE HLDGS INC | CRWD | 500 | $245,190 | 0.06% |
| 207 | VERTEX PHARMACEUTICALS INC | VRTX | 605 | $236,942 | 0.06% |
| 208 | ALTRIA GROUP INC | MO | 3,570 | $235,834 | 0.06% |
| 209 | TEXTRON INC | TXT | 2,771 | $234,122 | 0.06% |
| 210 | SPDR SERIES TRUST | 78468R648 | 3,745 | $233,164 | 0.06% |
| 211 | VERASTEM INC | VSTM | 26,249 | $231,779 | 0.05% |
| 212 | ISHARES TR | 46432F859 | 4,734 | $231,209 | 0.05% |
| 213 | ROCKWELL AUTOMATION INC | ROK | 660 | $230,690 | 0.05% |
| 214 | THE TRADE DESK INC | 88339J105 | 4,700 | $230,347 | 0.05% |
| 215 | BLACKSTONE INC | BX | 1,333 | $227,743 | 0.05% |
| 216 | GENUINE PARTS CO | GPC | 1,638 | $227,027 | 0.05% |
| 217 | WELLS FARGO CO NEW | 949746101 | 2,700 | $226,314 | 0.05% |
| 218 | ISHARES TR | 46435G516 | 2,422 | $225,198 | 0.05% |
| 219 | AMERICAN ELEC PWR CO INC | 025537101 | 2,000 | $225,000 | 0.05% |
| 220 | CARRIER GLOBAL CORPORATION | CARR | 3,760 | $224,472 | 0.05% |
| 221 | VANGUARD WORLD FD | 92204A702 | 300 | $223,989 | 0.05% |
| 222 | HEXCEL CORP NEW | 428291108 | 3,500 | $219,450 | 0.05% |
| 223 | DEERE & CO | DE | 479 | $219,028 | 0.05% |
| 224 | BLACKROCK ETF TRUST | BLK | 8,590 | $217,413 | 0.05% |
| 225 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 3,189 | $213,886 | 0.05% |
| 226 | BWX TECHNOLOGIES INC | BWXT | 1,142 | $210,551 | 0.05% |
| 227 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 2,746 | $206,225 | 0.05% |
| 228 | QUANTA SVCS INC | 74762E102 | 490 | $203,066 | 0.05% |
| 229 | NIO INC | NIOIF | 10,000 | $76,200 | 0.02% |
| 230 | EDITAS MEDICINE INC | EDIT | 12,500 | $43,375 | 0.01% |
| 231 | TSCAN THERAPEUTICS INC | TCRX | 10,000 | $18,200 | 0.00% |