Aries Wealth Management

13F filer, CIK 1729515, PORTLAND, ME

Aries Wealth Management reported $363,800,806 across 231 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-31. Its ten largest share positions make up 31.74% of the portfolio.

Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-005257

Period: 2024-09-30
Reported value: $364M
Holdings: 231
Top 10 weight: 31.74%
New: 28
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VCITadded	+18,751	$1.57M
VTIadded	+5,304	$1.5M
IWVadded	+4,461	$1.46M
VUGadded	+3,693	$1.42M
AGGadded	+12,354	$1.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NKEreduced	-9,251	-$818K
AMTexited	-2,197	-$427K
JNJreduced	-2,114	-$343K
CSCOreduced	-5,636	-$300K
SHVreduced	-2,689	-$297K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-005257, largest first. % of portfolio is the value over $363,800,806, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	92,352	$21.5M	5.91%	-642	Timeline
MSFTMICROSOFT CORP	35,203	$15.1M	4.16%	+1,426	Timeline
VUGVANGUARD INDEX FDS	35,893	$13.8M	3.79%	+3,693	Timeline
VBVANGUARD INDEX FDS	47,283	$11.2M	3.08%	-95	Timeline
VOVANGUARD INDEX FDS	40,982	$10.8M	2.97%	-359	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	18,800	$10.8M	2.96%	+1,789	Timeline
EFAISHARES TR	118,494	$9.91M	2.72%	+12,604	Timeline
SDYSPDR SERIES TRUST	54,057	$7.68M	2.11%	-1,800	Timeline
AMZNAMAZON COM INC	40,617	$7.57M	2.08%	-366	Timeline
CATCATERPILLAR INC	17,992	$7.04M	1.93%	-100	Timeline
HDHOME DEPOT INC	15,153	$6.14M	1.69%	+651	Timeline
XOMEXXON MOBIL CORP	45,849	$5.37M	1.48%	-1,839	Timeline
METAMETA PLATFORMS INC	9,183	$5.26M	1.44%	-200	Timeline
QUALISHARES TR	28,682	$5.14M	1.41%	+719	Timeline
IWVISHARES TR	15,294	$5M	1.37%	+4,461	Timeline
DGRWWISDOMTREE TR	59,487	$4.95M	1.36%	+60	Timeline
GOOGLALPHABET INC	28,681	$4.76M	1.31%	+44	Timeline
JNJJOHNSON & JOHNSON	29,111	$4.72M	1.3%	-2,114	Timeline
WMTWALMART INC	56,504	$4.56M	1.25%	-3,338	Timeline
EEMISHARES TR	98,364	$4.51M	1.24%	+12,601	Timeline
PXHINVESCO EXCH TRADED FD TR II	201,404	$4.42M	1.22%	-2,000	Timeline
VTVVANGUARD INDEX FDS	24,198	$4.22M	1.16%	+5,227	Timeline
JPMJPMORGAN CHASE & CO	17,893	$3.77M	1.04%	-300	Timeline
PGPROCTER & GAMBLE CO	21,518	$3.73M	1.02%	+257	Timeline
USMVISHARES TR	40,679	$3.71M	1.02%	+276	Timeline
LLYELI LILLY & CO	4,186	$3.71M	1.02%	+898	Timeline
VVISA INC	12,913	$3.55M	0.98%	-650	Timeline
GLDSPDR GOLD TR	14,060	$3.42M	0.94%	+499	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,547	$3.14M	0.86%	-85	Timeline
VTIVANGUARD INDEX FDS	10,688	$3.03M	0.83%	+5,304	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	4,829	$2.99M	0.82%	-82	Timeline
MRKMERCK & CO INC	26,080	$2.96M	0.81%	+718	Timeline
IGSBISHARES TR	54,414	$2.87M	0.79%	+1,425	Timeline
FLRNSPDR SERIES TRUST	91,113	$2.81M	0.77%	+8,340	Timeline
VCITVANGUARD SCOTTSDALE FDS	32,062	$2.69M	0.74%	+18,751	Timeline
ABBVABBVIE INC	13,532	$2.67M	0.73%	+468	Timeline
UNHUNITEDHEALTH GROUP INC	4,401	$2.57M	0.71%	+451	Timeline
IBMINTERNATIONAL BUSINESS MACHS	11,637	$2.57M	0.71%	0	Timeline
PEPPEPSICO INC	14,638	$2.49M	0.68%	-1,577	Timeline
ITWILLINOIS TOOL WKS INC	9,458	$2.48M	0.68%	+555	Timeline
ACWIISHARES TR	20,100	$2.4M	0.66%	+345	Timeline
WMWASTE MGMT INC DEL	11,471	$2.38M	0.65%	+2,691	Timeline
VOOVANGUARD INDEX FDS	4,341	$2.29M	0.63%	-20	Timeline
VIGVANGUARD SPECIALIZED FUNDS	11,156	$2.21M	0.61%	+263	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,780	$2.2M	0.6%	+11	Timeline
CBCHUBB LIMITED	7,188	$2.07M	0.57%	-30	Timeline
ADPAUTOMATIC DATA PROCESSING IN	7,258	$2.01M	0.55%	+1,649	Timeline
SHYISHARES TR	23,503	$1.95M	0.54%	+11,410	Timeline
VCSHVANGUARD SCOTTSDALE FDS	24,592	$1.95M	0.54%	-356	Timeline
VWOVANGUARD INTL EQUITY INDEX F	40,179	$1.92M	0.53%	-300	Timeline
ABTABBOTT LABORATORIES	16,772	$1.91M	0.53%	+1,199	Timeline
GDXVANECK ETF TRUST	47,542	$1.89M	0.52%	+1,700	Timeline
ACNACCENTURE PLC IRELAND	5,334	$1.89M	0.52%	+1,010	Timeline
MCDMCDONALDS CORP	5,679	$1.73M	0.48%	-501	Timeline
AGGISHARES TR	16,802	$1.7M	0.47%	+12,354	Timeline
VEAVANGUARD TAX-MANAGED FDS	31,920	$1.69M	0.46%	-3,000	Timeline
VTIPVANGUARD MALVERN FDS	32,335	$1.59M	0.44%	+2,000	Timeline
NVDANVIDIA CORPORATION	12,455	$1.51M	0.42%	-455	Timeline
EFAVISHARES TR	19,414	$1.49M	0.41%	-481	Timeline
IDXXIDEXX LABS INC	2,937	$1.48M	0.41%	-68	Timeline
CLCOLGATE PALMOLIVE CO	13,904	$1.44M	0.4%	-78	Timeline
BSVVANGUARD BD INDEX FDS	17,946	$1.41M	0.39%	+130	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	27,830	$1.41M	0.39%	-1,750	Timeline
VEUVANGUARD INTL EQUITY INDEX F	22,259	$1.4M	0.39%	-1,200	Timeline
CVXCHEVRON CORPORATION	9,512	$1.4M	0.39%	-1,343	Timeline
BLACKROCK INCBLACKROCK INC	1,472	$1.4M	0.38%	+328
TJXTJX COS INC NEW	11,834	$1.39M	0.38%	+602	Timeline
TMUST-MOBILE US INC	6,629	$1.37M	0.38%	-145	Timeline
CITHE CIGNA GROUP	3,914	$1.36M	0.37%	+92	Timeline
NEENEXTERA ENERGY INC	15,838	$1.34M	0.37%	+2,596	Timeline
GEGE AEROSPACE	7,028	$1.33M	0.36%	0	Timeline
RTXRTX CORPORATION	10,779	$1.31M	0.36%	-58	Timeline
TXNTEXAS INSTRS INC	6,223	$1.29M	0.35%	-84	Timeline
MRSHMARSH & MCLENNAN COS INC	5,607	$1.25M	0.34%	0	Timeline
KKRKKR & CO INC	9,444	$1.23M	0.34%	-40	Timeline
PXFINVESCO EXCH TRADED FD TR II	23,476	$1.22M	0.34%	-760	Timeline
LOWLOWES COS INC	4,464	$1.21M	0.33%	-18	Timeline
IEFAISHARES TR	14,975	$1.17M	0.32%	new	Timeline
CTASIMPLIFY EXCHANGE TRADED FUN	44,435	$1.16M	0.32%	+3,700	Timeline
TREXTREX INC	17,200	$1.15M	0.31%	0	Timeline
PIIMPINJ INC	5,130	$1.11M	0.31%	-500	Timeline
UNPUNION PAC CORP	4,441	$1.09M	0.3%	-32	Timeline
RSPINVESCO EXCHANGE TRADED FD T	5,665	$1.01M	0.28%	+2,497	Timeline
AXPAMERICAN EXPRESS CO	3,653	$991K	0.27%	-36	Timeline
LINLINDE PLC	2,047	$976K	0.27%	-57	Timeline
INDBINDEPENDENT BK CORP MASS	16,350	$967K	0.27%	+228	Timeline
PFEPFIZER INC	33,219	$961K	0.26%	-2,496	Timeline
AEMAGNICO EAGLE MINES LTD	11,616	$936K	0.26%	0	Timeline
CSCOCISCO SYS INC	17,574	$935K	0.26%	-5,636	Timeline
BMYBRISTOL-MYERS SQUIBB CO	17,432	$902K	0.25%	-2,990	Timeline
XLVSELECT SECTOR SPDR TR	5,821	$897K	0.25%	-105	Timeline
VGITVANGUARD SCOTTSDALE FDS	14,807	$895K	0.25%	+455	Timeline
ORCLORACLE CORP	5,243	$893K	0.25%	+2,335	Timeline
XLKSELECT SECTOR SPDR TR	3,928	$887K	0.24%	0	Timeline
KOCOCA COLA CO	12,208	$877K	0.24%	-1,839	Timeline
VGKVANGUARD INTL EQUITY INDEX F	12,000	$853K	0.23%	0	Timeline
GOOGALPHABET INC	5,077	$849K	0.23%	0	Timeline
EMREMERSON ELEC CO	7,482	$818K	0.22%	-397	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	16,016	$809K	0.22%	-85	Timeline
MMM3M CO	5,848	$799K	0.22%	0	Timeline
VXFVANGUARD INDEX FDS	4,369	$795K	0.22%	new	Timeline
EEMVISHARES INC	12,611	$791K	0.22%	+673	Timeline
ETHEGRAYSCALE ETHEREUM STAKING E	35,737	$782K	0.22%	new	Timeline
AVGOBROADCOM INC	4,500	$776K	0.21%	+4,317	Timeline
DISDISNEY WALT CO	7,894	$759K	0.21%	-331	Timeline
AZNASTRAZENECA PLC-SPONS ADR	9,578	$746K	0.21%	-892	Timeline
FDXFEDEX CORP	2,723	$745K	0.2%	-100	Timeline
HONHONEYWELL INTL INC	3,528	$729K	0.2%	-217	Timeline
STZCONSTELLATION BRANDS INC	2,706	$697K	0.19%	-90	Timeline
MDLZMONDELEZ INTL INC	9,366	$690K	0.19%	+3,103	Timeline
IVVISHARES TR	1,169	$674K	0.19%	0	Timeline
IWFISHARES TR	1,795	$674K	0.19%	0	Timeline
ETNEATON CORP PLC	2,025	$671K	0.18%	+1,117	Timeline
ADBEADOBE INC	1,265	$655K	0.18%	+100	Timeline
RNRRENAISSANCERE HLDGS LTD	2,400	$654K	0.18%	0	Timeline
KLACKLA CORP	842	$652K	0.18%	new	Timeline
AMPAMERIPRISE FINL INC	1,382	$649K	0.18%	new	Timeline
DHRDANAHER CORP DEL	2,276	$633K	0.17%	-41	Timeline
TRVTRAVELERS COMPANIES INC	2,658	$622K	0.17%	-204	Timeline
BNDVANGUARD BD INDEX FDS	8,177	$614K	0.17%	-147	Timeline
SUSLISHARES TR	5,976	$607K	0.17%	0	Timeline
MCKMCKESSON CORP	1,208	$597K	0.16%	0	Timeline
ARESARES MANAGEMENT CORPORATION	3,799	$592K	0.16%	new	Timeline
MAMASTERCARD INCORPORATED	1,196	$591K	0.16%	0	Timeline
WSMWILLIAMS SONOMA INC	3,660	$567K	0.16%	new	Timeline
QQQINVESCO QQQ TR	1,157	$565K	0.16%	0	Timeline
XLESELECT SECTOR SPDR TR	6,234	$547K	0.15%	+190	Timeline
MUBISHARES TR	4,980	$541K	0.15%	0	Timeline
HUBBHUBBELL INC	1,228	$526K	0.14%	new	Timeline
NVONOVO-NORDISK A S	4,356	$519K	0.14%	new	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	8,500	$509K	0.14%	-500	Timeline
MNSTMONSTER BEVERAGE CORP NEW	9,700	$506K	0.14%	0	Timeline
GEVGE VERNOVA INC	1,980	$505K	0.14%	0	Timeline
SHVISHARES TR	4,555	$504K	0.14%	-2,689	Timeline
ALLALLSTATE CORP	2,645	$502K	0.14%	-200	Timeline
XLPSELECT SECTOR SPDR TR	5,955	$494K	0.14%	-1,210	Timeline
ROCKET LAB USA INCROCKET LAB USA INC	50,474	$491K	0.13%	-2,950
QDFFLEXSHARES TR	6,792	$487K	0.13%	-962	Timeline
NXPINXP SEMICONDUCTORS N V	2,000	$480K	0.13%	-12	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	7,297	$472K	0.13%	+50
LMTLOCKHEED MARTIN CORP	804	$470K	0.13%	+341	Timeline
STTSTATE STR CORP	5,279	$467K	0.13%	0	Timeline
COPCONOCOPHILLIPS	4,308	$454K	0.12%	+1,746	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	8,161	$453K	0.12%	+3,205	Timeline
FSKFS KKR CAP CORP	22,865	$451K	0.12%	0	Timeline
SHELSHELL PLC	6,811	$449K	0.12%	+175	Timeline
IJHISHARES TR	7,071	$441K	0.12%	+3,486	Timeline
IEMGISHARES INC	7,673	$441K	0.12%	new	Timeline
TTDTHE TRADE DESK INC	4,000	$439K	0.12%	0	Timeline
UNILEVER PLCUNILEVER PLC	6,529	$424K	0.12%	-200
IGMISHARES TR	4,410	$423K	0.12%	0	Timeline
HIGHARTFORD INSURANCE GROUP INC	3,456	$406K	0.11%	-9	Timeline
URIUNITED RENTALS INC	500	$405K	0.11%	0	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	2,087	$402K	0.11%	0	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	4,975	$399K	0.11%	new	Timeline
TDTORONTO DOMINION BK ONT	6,305	$399K	0.11%	-523	Timeline
PSXPHILLIPS 66	2,973	$391K	0.11%	-110	Timeline
KMBKIMBERLY-CLARK CORP	2,732	$389K	0.11%	-400	Timeline
XLFSELECT SECTOR SPDR TR	8,554	$388K	0.11%	-1,500	Timeline
IEIISHARES TR	3,238	$387K	0.11%	+91	Timeline
ORLYOREILLY AUTOMOTIVE INC	331	$381K	0.1%	-23	Timeline
ECLECOLAB INC	1,475	$377K	0.1%	-31	Timeline
AFLAFLAC INC	3,362	$376K	0.1%	new	Timeline
GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E…	151,962	$371K	0.1%	new
NUENUCOR CORP	2,455	$369K	0.1%	0	Timeline
ISHARES TRISHARES TR	15,446	$362K	0.1%	-2,826
AXSMAXSOME THERAPEUTICS INC.	4,000	$359K	0.1%	0	Timeline
MELIMERCADOLIBRE INC	175	$359K	0.1%	-25	Timeline
SHWSHERWIN WILLIAMS CO	932	$356K	0.1%	0	Timeline
INTCINTEL CORP	14,881	$349K	0.1%	0	Timeline
CEGCONSTELLATION ENERGY CORP	1,342	$349K	0.1%	0	Timeline
UNMUNUM GROUP	5,846	$347K	0.1%	new	Timeline
NFLXNETFLIX INC.	482	$342K	0.09%	0	Timeline
XBISPDR SERIES TRUST	3,435	$339K	0.09%	+915	Timeline
CCICROWN CASTLE INC	2,829	$336K	0.09%	0	Timeline
CHDCHURCH & DWIGHT CO INC	3,182	$333K	0.09%	0	Timeline
XLUSELECT SECTOR SPDR TR	4,113	$332K	0.09%	-125	Timeline
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF	56,936	$321K	0.09%	new
GSGOLDMAN SACHS GROUP INC	644	$319K	0.09%	0	Timeline
XNTKSPDR SERIES TRUST	1,600	$316K	0.09%	0	Timeline
QARPDBX ETF TR	5,828	$305K	0.08%	+474	Timeline
CRMSALESFORCE INC	1,113	$305K	0.08%	+222	Timeline
CARRCARRIER GLOBAL CORPORATION	3,760	$303K	0.08%	0	Timeline
IAUISHARES GOLD TR	6,080	$302K	0.08%	0	Timeline
EASGDBX ETF TR	9,085	$299K	0.08%	0	Timeline
CMCSACOMCAST CORP NEW	7,131	$298K	0.08%	-1,825	Timeline
RPGINVESCO EXCHANGE TRADED FD T	7,540	$296K	0.08%	0	Timeline
AMGNAMGEN INC	909	$293K	0.08%	new	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	5,650	$288K	0.08%	new	Timeline
IJRISHARES TR	2,446	$286K	0.08%	-481	Timeline
QCOMQUALCOMM INC	1,679	$286K	0.08%	0	Timeline
XLISELECT SECTOR SPDR TR	2,099	$284K	0.08%	-217	Timeline
SYKSTRYKER CORPORATION	775	$280K	0.08%	0	Timeline
ACWXISHARES TR	4,834	$277K	0.08%	0	Timeline
NKENIKE INC	3,125	$276K	0.08%	-9,251	Timeline
PAYXPAYCHEX INC	2,039	$274K	0.08%	0	Timeline
TOSTTOAST INC	9,660	$273K	0.08%	0	Timeline
XLYSELECT SECTOR SPDR TR	1,339	$268K	0.07%	0	Timeline
UPSUNITED PARCEL SVCS INC	1,956	$267K	0.07%	-20	Timeline
XYLXYLEM INC	1,958	$264K	0.07%	0	Timeline
VGSHVANGUARD SCOTTSDALE FDS	4,293	$253K	0.07%	0	Timeline
LDEMISHARES TR	4,980	$251K	0.07%	0	Timeline
GISGENERAL MILLS INC	3,352	$248K	0.07%	0	Timeline
HXLHEXCEL CORP NEW	4,000	$247K	0.07%	0	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	3,189	$246K	0.07%	-79	Timeline
TXTTEXTRON INC	2,771	$245K	0.07%	0	Timeline
MDTMEDTRONIC PLC	2,616	$236K	0.06%	-565	Timeline
PHOINVESCO EXCHANGE TRADED FD T	3,200	$226K	0.06%	0	Timeline
BDXBECTON DICKINSON & CO	930	$224K	0.06%	0	Timeline
DELLDELL TECHNOLOGIES INC	1,881	$223K	0.06%	new	Timeline
VRTXVERTEX PHARMACEUTICALS INC	475	$221K	0.06%	0	Timeline
SLBSLB LIMITED	5,258	$221K	0.06%	0	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	2,341	$220K	0.06%	new	Timeline
TSLATESLA INC	827	$216K	0.06%	new	Timeline
XLCSELECT SECTOR SPDR TR	2,297	$208K	0.06%	new	Timeline
GPCGENUINE PARTS CO	1,477	$206K	0.06%	0	Timeline
AEPAMERICAN ELEC PWR CO INC	2,000	$205K	0.06%	new	Timeline
BXBLACKSTONE INC	1,333	$204K	0.06%	new	Timeline
RSGREPUBLIC SVCS INC	1,015	$204K	0.06%	new	Timeline
WMBWILLIAMS COS INC	4,462	$204K	0.06%	new	Timeline
MOALTRIA GROUP INC	3,970	$203K	0.06%	new	Timeline
AKAMAKAMAI TECHNOLOGIES INC	2,000	$202K	0.06%	new	Timeline
ICLNISHARES TR	13,500	$198K	0.05%	0	Timeline
VSTMVERASTEM INC	21,415	$64K	0.02%	+8,334	Timeline
TCRXTSCAN THERAPEUTICS INC	10,000	$49.8K	0.01%	0	Timeline
AMLXAMYLYX PHARMACEUTICALS INC	15,000	$48.6K	0.01%	new	Timeline
EDITEDITAS MEDICINE INC	13,850	$47.2K	0.01%	0	Timeline
FUBOFUBOTV INC	10,000	$14.2K	<0.01%	-5,000	Timeline
SERES THERAPEUTICS INCSERES THERAPEUTICS INC	15,000	$14.2K	<0.01%	-2,000
STEM INCSTEM INC	25,000	$8.71K	<0.01%	-1,000
HYZON MOTORS INCHYZON MOTORS INC	10,000	$195	<0.01%	0

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
AMTAMERICAN TOWER CORP	2,197	$427K	shares
ROKROCKWELL AUTOMATION INC	733	$202K	shares
FORTE BIOSCIENCES INCFORTE BIOSCIENCES INC	13,000	$6.98K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-005257	base		2024-10-31	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC