Aries Wealth Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Aries Wealth Management reported 226 stock positions worth $368.3 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 3.8%) and Microsoft (MSFT, 3.6%). Compared with Q4 2024, it opened 14 new positions, sold out of 10, added to 92 and reduced 47. The biggest buy was Exxon Mobil (XOM, shares +29%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, ME
- CIK
- 0001729515
- Portfolio Value
- $368.3M (Q1 2025)
- SEC Filing
- 0001085146-25-002137 ↗ filed Apr 17, 2025
Holdings Value
Holdings 226 stocks · $368.3M
| AAPL Apple Inc. | 5.42% | 89,798 | $19.9M | Reduce -1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.77% | 37,475 | $13.9M | Add +1.1% |
| MSFT Microsoft Corp. | 3.63% | 35,570 | $13.4M | Add +2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.04% | 19,985 | $11.2M | Add +2.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.92% | 41,511 | $10.7M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 2.89% | 130,403 | $10.7M | Add +11.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.89% | 47,995 | $10.6M | Add +0.7% |
| AMZN Amazon.com Inc. | 2.16% | 41,828 | $8.0M | Add +3.6% |
| SDY SS SPDR S&P Dividend ETF | 1.93% | 52,313 | $7.1M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 1.89% | 58,645 | $7.0M | Add +29.1% |
| CAT Caterpillar Inc. | 1.61% | 17,992 | $5.9M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.54% | 32,734 | $5.7M | Add +3.5% |
| HD Home Depot Inc. | 1.50% | 15,112 | $5.5M | Add +1.8% |
| META Meta Platforms Inc. Class A | 1.48% | 9,462 | $5.5M | Add +3.9% |
| EEM iShares MSCI Emerging Market | 1.48% | 124,759 | $5.5M | Add +14.1% |
| GOOGL Alphabet Inc. Class A | 1.36% | 32,404 | $5.0M | Add +8.8% |
| JNJ Johnson & Johnson | 1.32% | 29,368 | $4.9M | Add +3.5% |
| WMT Walmart Inc. | 1.32% | 55,455 | $4.9M | Reduce -0.6% |
| IWV iShares Russell 3000 ETF | 1.32% | 15,294 | $4.9M | No change |
| QUAL iShares MSCI USA Quality Fac | 1.28% | 27,514 | $4.7M | Reduce -3.3% |
| DGRW Wisdomtree U.S. Quality Divi | 1.27% | 58,648 | $4.7M | Reduce -1.0% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.23% | 208,664 | $4.5M | Reduce -1.0% |
| V Visa Inc. Class A | 1.23% | 12,932 | $4.5M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 1.23% | 18,445 | $4.5M | Add +3.1% |
| GLD SPDR Gold Shares | 1.16% | 14,843 | $4.3M | Add +2.3% |
| PG The Procter & Gamble Co. | 1.03% | 22,294 | $3.8M | Add +5.1% |
| USMV iShares MSCI USA Min Vol Fac | 1.00% | 39,141 | $3.7M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.95% | 3,687 | $3.5M | Add +4.0% |
| LLY Eli Lilly & Co. | 0.91% | 4,075 | $3.4M | Reduce -0.1% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.90% | 107,563 | $3.3M | Add +3.3% |
| VCIT Vanguard Int-Term Corporate | 0.85% | 38,439 | $3.1M | Add +6.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.82% | 12,187 | $3.0M | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.82% | 10,985 | $3.0M | Reduce -3.6% |
| WM Waste Management Inc. | 0.77% | 12,184 | $2.8M | Add +3.3% |
| ABBV Abbvie Inc. | 0.76% | 13,317 | $2.8M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.76% | 33,690 | $2.8M | Add +29.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.71% | 49,949 | $2.6M | Reduce -4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 4,909 | $2.6M | Add +3.2% |
| MRK Merck & Co. Inc. | 0.69% | 28,427 | $2.6M | Add +5.9% |
| TMO Thermo Fisher Scientific Inc. | 0.67% | 4,975 | $2.5M | Add +5.5% |
| ACWI iShares MSCI Acwi ETF | 0.67% | 21,054 | $2.5M | Add +1.8% |
| PEP Pepsico Inc. | 0.63% | 15,592 | $2.3M | Add +6.1% |
| ADP Automatic Data Processing | 0.63% | 7,588 | $2.3M | Add +4.5% |
| ABT Abbott Laboratories | 0.63% | 17,445 | $2.3M | Add +4.0% |
| UNH Unitedhealth Group Inc. | 0.63% | 4,407 | $2.3M | Add +1.5% |
| CB Chubb Ltd. | 0.61% | 7,449 | $2.2M | Add +3.6% |
| VEA Vanguard Ftse Developed ETF | 0.59% | 42,930 | $2.2M | Add +33.8% |
| VOO Vanguard S&P 500 ETF | 0.58% | 4,179 | $2.1M | Reduce -3.9% |
| GDX Vaneck Gold Miners ETF | 0.57% | 45,534 | $2.1M | Reduce -3.4% |
| AGG iShares Core U.S. Aggregate | 0.55% | 20,569 | $2.0M | Add +2.7% |
| MCD McDonald's Corp. | 0.52% | 6,154 | $1.9M | Add +7.8% |
| ACN Accenture PLC Class A | 0.51% | 6,056 | $1.9M | Add +14.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.51% | 23,582 | $1.9M | Add +0.1% |
| TMUS T-Mobile US Inc. | 0.49% | 6,816 | $1.8M | Add +8.0% |
| VIG Vanguard Dividend Apprec ETF | 0.48% | 9,193 | $1.8M | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 39,083 | $1.8M | Reduce -1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 14,111 | $1.7M | Add +19.2% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 32,750 | $1.7M | Add +7.3% |
| CVX Chevron Corp. | 0.44% | 9,682 | $1.6M | Add +1.8% |
| ITW Illinois Tool Works | 0.42% | 6,310 | $1.6M | Reduce -32.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 3,303 | $1.5M | Add +12.2% |
| CTA Simplify Managed Futures St | 0.41% | 51,275 | $1.5M | Add +0.1% |
| NVDA Nvidia Corp. | 0.41% | 13,995 | $1.5M | Add +26.0% |
| VTIP Vanguard Short-Term Tips | 0.40% | 29,860 | $1.5M | Reduce -0.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.40% | 18,740 | $1.5M | Add +3.3% |
| RTX RTX Corp. | 0.39% | 10,779 | $1.4M | No change |
| GE General Electric filed as GE AEROSPACE | 0.38% | 7,028 | $1.4M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.38% | 17,955 | $1.4M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.36% | 21,939 | $1.3M | Reduce -0.5% |
| CL Colgate-Palmolive Co. | 0.35% | 13,899 | $1.3M | No change |
| IDXX Idexx Laboratories Inc. | 0.35% | 3,096 | $1.3M | Add +5.7% |
| BLK BlackRock Inc. | 0.35% | 1,369 | $1.3M | Add +0.1% |
| CI The Cigna Group | 0.35% | 3,912 | $1.3M | Reduce -0.1% |
| AEM Agnico Eagle Mines Ltd. | 0.35% | 11,731 | $1.3M | Reduce -1.6% |
| RSP Invesco S&P 500 Equal Weight | 0.34% | 7,161 | $1.2M | Add +3.4% |
| PXF Invesco Rafi Developed Marke | 0.33% | 23,596 | $1.2M | Add +0.5% |
| NEE Nextera Energy Inc. | 0.32% | 16,761 | $1.2M | Add +7.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 15,639 | $1.2M | Add +4.4% |
| BTC Grayscale Bitcoin Mini ETF | 0.32% | 31,849 | $1.2M | Add +120.1% |
| TXN Texas Instruments Inc. | 0.31% | 6,344 | $1.1M | Add +2.1% |
| UNP Union Pacific Corp. | 0.31% | 4,758 | $1.1M | Add +2.5% |
| LIN Linde PLC | 0.30% | 2,389 | $1.1M | Add +18.4% |
| KKR KKR & Co. Inc. | 0.30% | 9,404 | $1.1M | No change |
| MA Mastercard Inc. Class A | 0.29% | 1,927 | $1.1M | Add +61.1% |
| LOW Lowe's Cos Inc. | 0.28% | 4,484 | $1.0M | Add +2.5% |
| CSCO Cisco Systems Inc. | 0.27% | 16,299 | $1.0M | Reduce -7.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.26% | 14,895 | $971K | Reduce -2.8% |
| TRV The Travelers Cos Inc. | 0.26% | 3,618 | $957K | Add +0.1% |
| INDB Independent Bank Corp. | 0.26% | 15,100 | $946K | Reduce -7.7% |
| ORCL Oracle Corp. | 0.25% | 6,706 | $938K | Add +27.9% |
| MRSH Marsh & McLennan Cos | 0.25% | 3,837 | $936K | Reduce -31.5% |
| FBTC Fidelity Wise Origin Bitcoin | 0.25% | 12,582 | $906K | Add +21.7% |
| KO The Coca-Cola Co. | 0.24% | 12,408 | $889K | Add +1.6% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 14,379 | $877K | Reduce -10.1% |
| GOOG Alphabet Inc. Class C | 0.23% | 5,517 | $862K | Add +8.7% |
| MMM 3M Co. | 0.23% | 5,748 | $844K | No change |
| VGK Vanguard Ftse Europe ETF | 0.23% | 12,000 | $843K | No change |
| VGIT Vanguard Intermediate-Term T | 0.22% | 13,942 | $828K | Reduce -6.0% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 12,172 | $826K | Add +12.7% |
| XLK SS Technology Select Sector | 0.22% | 3,957 | $817K | Add +2.0% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.9% | 5.42% | −0.89 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.33 |
| ITW Illinois Tool Works | Reduce -32.6% | 0.42% | −0.23 |
| ETHE Grayscale Ethereum Staking E | Reduce -0.2% | 0.15% | −0.13 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.3% | 1.28% | −0.12 |
| FDX FedEx Corp. | Reduce -43.4% | 0.10% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.10 |
| RKLB Rocket Lab USA Inc. | Reduce -20.4% | 0.12% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.6% | 0.82% | −0.09 |
| AVGO Broadcom Inc. | Reduce -0.9% | 0.20% | −0.08 |
| UL Unilever PLC | Sold out | 0.00% | −0.08 |
| MRSH Marsh & McLennan Cos | Reduce -31.5% | 0.25% | −0.07 |
| WMT Walmart Inc. | Reduce -0.6% | 1.32% | −0.07 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.06 |
| IGM iShares Expanded Tech Sector | Reduce -43.3% | 0.06% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -3.9% | 0.58% | −0.06 |
| HXL Hexcel Corp. | Sold out | 0.00% | −0.06 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.06 |
| MS Morgan Stanley | Sold out | 0.00% | −0.06 |
| PHO Invesco Water Resources ETF | Sold out | 0.00% | −0.06 |
| ALL Allstate Corp. | Reduce -44.7% | 0.08% | −0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -2.8% | 0.26% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.0% | 1.27% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -19.3% | 0.14% | −0.05 |
| DIS The Walt Disney Co. | Reduce -3.7% | 0.20% | −0.04 |
| PFE Pfizer Inc. | Reduce -9.3% | 0.21% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.5% | 0.71% | −0.03 |
| HON Honeywell International Inc. | Reduce -8.3% | 0.19% | −0.03 |
| INDB Independent Bank Corp. | Reduce -7.7% | 0.26% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -4.0% | 0.17% | −0.03 |
| STT State Street Corp. | Reduce -9.5% | 0.12% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -25.2% | 0.08% | −0.03 |
| QDF NT Qual Div ETF | Reduce -12.9% | 0.10% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -6.7% | 0.09% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -7.3% | 0.27% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Reduce -6.0% | 0.22% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.1% | 0.24% | −0.01 |
| INTC Intel Corp. | Reduce -22.6% | 0.07% | −0.01 |
| LRCX Lam Research Corp. | Reduce -10.8% | 0.06% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -3.1% | 0.19% | −0.01 |
| JMST JPM Ultra-Short Muni Income | Reduce -4.4% | 0.08% | −0.00 |
| FUBO Fubotv Inc. | Sold out | 0.00% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 0.38% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.1% | 0.48% | +0.00 |
| COP Conocophillips | Reduce -2.9% | 0.11% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.6% | 1.00% | +0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -0.1% | 0.40% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.5% | 0.36% | +0.01 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.3% | 0.19% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| XOM Exxon Mobil Corp. | Add +29.1% | 1.89% | +0.55 |
| EFA iShares MSCI Eafe ETF | Add +11.1% | 2.89% | +0.45 |
| EEM iShares MSCI Emerging Market | Add +14.1% | 1.48% | +0.22 |
| UBER Uber Technologies Inc. | New | 0.19% | +0.19 |
| GLD SPDR Gold Shares | Add +2.3% | 1.16% | +0.19 |
| JNJ Johnson & Johnson | Add +3.5% | 1.32% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +33.8% | 0.59% | +0.17 |
| SHY iShares 1-3 Year Treasury Bo | Add +29.1% | 0.76% | +0.17 |
| BTC Grayscale Bitcoin Mini ETF | Add +120.1% | 0.32% | +0.15 |
| V Visa Inc. Class A | Add +3.1% | 1.23% | +0.14 |
| IBM Intl Business Machines Corp. | Add +4.7% | 0.82% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.2% | 0.71% | +0.12 |
| MA Mastercard Inc. Class A | Add +61.1% | 0.29% | +0.11 |
| WM Waste Management Inc. | Add +3.3% | 0.77% | +0.11 |
| TMUS T-Mobile US Inc. | Add +8.0% | 0.49% | +0.11 |
| ABT Abbott Laboratories | Add +4.0% | 0.63% | +0.11 |
| MDT Medtronic PLC | New | 0.08% | +0.08 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.08% | +0.08 |
| PH Parker Hannifin Corp. | New | 0.08% | +0.08 |
| TJX TJX Companies Inc. | Add +19.2% | 0.47% | +0.07 |
| ISRG Intuitive Surgical Inc. | New | 0.07% | +0.07 |
| LIN Linde PLC | Add +18.4% | 0.30% | +0.07 |
| MCD McDonald's Corp. | Add +7.8% | 0.52% | +0.07 |
| INTU Intuit Inc. | New | 0.06% | +0.06 |
| CB Chubb Ltd. | Add +3.6% | 0.61% | +0.06 |
| GPC Genuine Parts Co. | New | 0.06% | +0.06 |
| ZTS Zoetis Inc. | New | 0.06% | +0.06 |
| CVX Chevron Corp. | Add +1.8% | 0.44% | +0.06 |
| RSG Republic Services Inc. | Add +74.9% | 0.12% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.5% | 1.54% | +0.06 |
| AEP American Electric Power | New | 0.06% | +0.06 |
| DE Deere & Co. | New | 0.06% | +0.06 |
| VCIT Vanguard Int-Term Corporate | Add +6.5% | 0.85% | +0.06 |
| NKE Nike Inc. Class B | New | 0.06% | +0.06 |
| OMC Omnicom Group | New | 0.06% | +0.06 |
| CPNG Coupang Inc. | New | 0.06% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +88.2% | 0.13% | +0.05 |
| PG The Procter & Gamble Co. | Add +5.1% | 1.03% | +0.05 |
| COST Costco Wholesale Corp. | Add +4.0% | 0.95% | +0.05 |
| CHKP Check Point Software Tech | Add +21.9% | 0.16% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +3.1% | 1.23% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +12.7% | 0.22% | +0.05 |
| ADP Automatic Data Processing | Add +4.5% | 0.63% | +0.04 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +3.3% | 0.40% | +0.04 |
| XLE SS Energy Select Sector | Add +14.5% | 0.21% | +0.04 |
| KO The Coca-Cola Co. | Add +1.6% | 0.24% | +0.03 |
| ADBE Adobe Inc. | Add +42.1% | 0.18% | +0.03 |
| IAU iShares Gold Trust | Add +19.6% | 0.11% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.4% | 0.32% | +0.03 |
| CHD Church & Dwight Co. Inc. | Add +33.0% | 0.11% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| HYZON MOTORS INC | *W EXP 10/02/202 | Sold out | 10,000 | $50before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 242 | $509.3M | AAPL, VUG, EFA, VB, SPY |
| Q1 2026 | 234 | $454.8M | AAPL, EFA, VUG, VB, SPY |
| Q4 2025 | 233 | $451.6M | AAPL, VUG, MSFT, SPY, EFA |
| Q3 2025 | 231 | $422.6M | AAPL, MSFT, VUG, SPY, EFA |
| Q2 2025 | 217 | $382.7M | AAPL, MSFT, VUG, EFA, SPY |
| Q1 2025 | 226 | $368.3M | AAPL, VUG, MSFT, SPY, VO |
| Q4 2024 | 222 | $363.2M | AAPL, VUG, MSFT, VB, SPY |
| Q3 2024 | 230 | $363.8M | AAPL, MSFT, VUG, VB, VO |
| Q2 2024 | 205 | $317.4M | AAPL, MSFT, VUG, VB, VO |
| Q1 2024 | 209 | $310.3M | AAPL, MSFT, VUG, VB, VO |