Aries Wealth Management
243 holdingsFiling period: 2026-06-30Current AUM: $531.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 86.3K | $25.0M | $29.3M | 5.51% | -11 | 2026-06-30 |
| 2 | VUG | Vanguard Index Fds | 260.8K | $22.5M | $23.1M | 4.35% | +218.6K | 2026-06-30 |
| 3 | EFA | iShares TR | 209.4K | $21.8M | $21.7M | 4.09% | +12.8K | 2026-06-30 |
| 4 | VB | Vanguard Index Fds | 66.6K | $20.2M | $19.2M | 3.61% | +1.1K | 2026-06-30 |
| 5 | SPY | State Str Spdr S&P 500 ETF T | 26.5K | $19.8M | $20.4M | 3.83% | +592 | 2026-06-30 |
| 6 | CAT | Caterpillar Inc | 17.5K | $18.7M | $12.7M | 2.39% | -65 | 2026-06-30 |
| 7 | VO | Vanguard Index Fds | 195.0K | $15.7M | $15.8M | 2.97% | +147.2K | 2026-06-30 |
| 8 | SGOV | iShares TR | 142.0K | $14.3M | $14.3M | 2.69% | +51.3K | 2026-06-30 |
| 9 | EEM | iShares TR | 202.5K | $13.9M | $12.8M | 2.41% | +4.9K | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 35.6K | $13.3M | $18.9M | 3.56% | -274 | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 32.7K | $11.7M | $11.1M | 2.10% | -3 | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 43.4K | $10.3M | $11.4M | 2.15% | -180 | 2026-06-30 |
| 13 | VTV | Vanguard Index Fds | 47.3K | $10.3M | $10.6M | 2.00% | +3.2K | 2026-06-30 |
| 14 | VTI | Vanguard Index Fds | 20.0K | $7.4M | $7.6M | 1.42% | -59 | 2026-06-30 |
| 15 | SDY | Spdr Series Trust | 48.5K | $7.4M | $7.6M | 1.42% | -1,200 | 2026-06-30 |
| 16 | IWV | iShares TR | 15.3K | $6.5M | $6.7M | 1.25% | -- | 2026-06-30 |
| 17 | JNJ | Johnson & Johnson | 25.4K | $6.5M | $6.6M | 1.24% | -50 | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 11.0K | $6.2M | $7.6M | 1.43% | -10 | 2026-06-30 |
| 19 | WMT | Walmart Inc | 54.3K | $6.2M | $6.4M | 1.20% | -15 | 2026-06-30 |
| 20 | PXH | Invesco Exch Traded FD TR II | 215.6K | $6.0M | $6.3M | 1.19% | -- | 2026-06-30 |
| 21 | JPM | JPMorgan Chase & Co | 17.4K | $5.7M | $5.8M | 1.10% | -25 | 2026-06-30 |
| 22 | XOM | Exxon Mobil Corp | 41.4K | $5.7M | $7.4M | 1.39% | -100 | 2026-06-30 |
| 23 | XOM | Exxon Mobil Corp | 41.4K | $5.7M | $7.4M | 1.39% | -100 | 2026-06-30 |
| 24 | SHY | iShares TR | 67.1K | $5.5M | $5.5M | 1.03% | +4.0K | 2026-06-30 |
| 25 | HD | Home Depot Inc | 14.8K | $5.2M | $4.7M | 0.88% | -128 | 2026-06-30 |
← Scroll →
Page 1 of 10