Aries Wealth Management
235 holdingsFiling period: 2026-03-31Current AUM: $503.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 86.3K | $21.9M | $26.7M | 5.29% | -939 | 2026-03-31 |
| 2 | EFA | ISHARES TR | 196.7K | $19.1M | $20.8M | 4.12% | +20.0K | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 42.2K | $18.4M | $21.6M | 4.28% | +1.7K | 2026-03-31 |
| 4 | VB | VANGUARD INDEX FDS | 65.5K | $17.2M | $19.3M | 3.84% | +7.5K | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 25.9K | $16.8M | $19.4M | 3.84% | +817 | 2026-03-31 |
| 6 | VO | VANGUARD INDEX FDS | 47.9K | $13.7M | $15.5M | 3.08% | +3.4K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 35.8K | $13.3M | $16.6M | 3.30% | +175 | 2026-03-31 |
| 8 | CAT | CATERPILLAR INC | 17.6K | $12.5M | $14.3M | 2.84% | -163 | 2026-03-31 |
| 9 | EEM | ISHARES TR | 197.6K | $11.2M | $12.7M | 2.51% | +21.4K | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 32.7K | $9.4M | $11.7M | 2.31% | -100 | 2026-03-31 |
| 11 | SGOV | ISHARES TR | 90.7K | $9.1M | $9.1M | 1.81% | +24.3K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 43.6K | $9.1M | $11.8M | 2.35% | +685 | 2026-03-31 |
| 13 | VTV | VANGUARD INDEX FDS | 44.2K | $8.7M | $9.7M | 1.93% | +4.4K | 2026-03-31 |
| 14 | SDY | SPDR SERIES TRUST | 49.7K | $7.3M | $7.7M | 1.53% | -1,055 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 41.5K | $7.0M | $6.5M | 1.28% | -3,165 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 41.5K | $7.0M | $6.5M | 1.28% | -3,165 | 2026-03-31 |
| 17 | WMT | WALMART INC | 54.4K | $6.8M | $6.0M | 1.20% | -121 | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 20.1K | $6.4M | $7.4M | 1.47% | +1.4K | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 11.0K | $6.3M | $6.1M | 1.21% | +474 | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 25.5K | $6.2M | $6.5M | 1.30% | -60 | 2026-03-31 |
| 21 | GLD | SPDR GOLD TR | 14.1K | $6.0M | $5.2M | 1.04% | -441 | 2026-03-31 |
| 22 | PXH | INVESCO EXCH TRADED FD TR II | 215.6K | $5.8M | $6.3M | 1.24% | +11.3K | 2026-03-31 |
| 23 | IWV | ISHARES TR | 15.3K | $5.7M | $6.5M | 1.29% | -- | 2026-03-31 |
| 24 | SHY | ISHARES TR | 63.2K | $5.2M | $5.2M | 1.03% | +6.2K | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 17.4K | $5.1M | $6.1M | 1.21% | -- | 2026-03-31 |
← Scroll →
Page 1 of 10