Aries Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Aries Wealth Management | Institutional Filer | ▲ 0.70% | $454.8M | 234 |
Current Portfolio Holdings
Showing all 234 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 86K | $21.9M | 4.82% |
| 2 | EFA | ISHARES TR | — | 197K | $19.1M | 4.20% |
| 3 | VUG | VANGUARD INDEX FDS | — | 42K | $18.4M | 4.05% |
| 4 | VB | VANGUARD INDEX FDS | — | 66K | $17.2M | 3.77% |
| 5 | SPY | SPDR S&P 500 ETF Trust | — | 26K | $16.8M | 3.70% |
| 6 | VO | VANGUARD INDEX FDS | — | 48K | $13.7M | 3.02% |
| 7 | MSFT | Microsoft Corporation | Technology | 36K | $13.3M | 2.92% |
| 8 | CAT | Caterpillar Inc. | Industrials | 18K | $12.5M | 2.74% |
| 9 | EEM | ISHARES TR | — | 198K | $11.2M | 2.47% |
| 10 | GOOGL | Alphabet Inc. | Technology | 33K | $9.4M | 2.07% |
| 11 | SGOV | ISHARES TR | — | 91K | $9.1M | 2.01% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 44K | $9.1M | 2.00% |
| 13 | VTV | VANGUARD INDEX FDS | — | 44K | $8.7M | 1.90% |
| 14 | SDY | SPDR SERIES TRUST | — | 50K | $7.3M | 1.60% |
| 15 | XOM | Exxon Mobil Corporation | Energy | 42K | $7.0M | 1.55% |
Showing 1 to 15 of 234 holdings