Aries Wealth Management

13F filer, CIK 1729515, PORTLAND, ME

Aries Wealth Management reported $363,208,462 across 223 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-30. Its ten largest share positions make up 32.41% of the portfolio.

Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000630

Period: 2024-12-31
Reported value: $363M
Holdings: 223
Top 10 weight: 32.41%
New: 7
Sold out: 15

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BLKnew	+1,367	$1.4M
VTVadded	+7,443	$1.26M
QQQadded	+1,787	$914K
ETHnew	+21,432	$675K
BTCnew	+14,473	$606K

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
BLACKROCK INCexited	-1,472	-$1.4M
ROCKET LAB USA INCreduced	-19,436	-$495K
AXPreduced	-1,580	-$469K
VIGreduced	-2,052	-$402K
TDexited	-6,305	-$399K

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, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000630, largest first. % of portfolio is the value over $363,208,462, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	91,499	$22.9M	6.31%	-853	Timeline
VUGVANGUARD INDEX FDS	37,086	$15.2M	4.19%	+1,193	Timeline
MSFTMICROSOFT CORP	34,705	$14.6M	4.03%	-498	Timeline
VBVANGUARD INDEX FDS	47,674	$11.5M	3.15%	+391	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	19,418	$11.4M	3.13%	+618	Timeline
VOVANGUARD INDEX FDS	41,405	$10.9M	3.01%	+423	Timeline
EFAISHARES TR	117,363	$8.87M	2.44%	-1,131	Timeline
AMZNAMAZON COM INC	40,387	$8.86M	2.44%	-230	Timeline
SDYSPDR SERIES TRUST	52,463	$6.93M	1.91%	-1,594	Timeline
CATCATERPILLAR INC	17,992	$6.53M	1.8%	0	Timeline
HDHOME DEPOT INC	14,846	$5.77M	1.59%	-307	Timeline
GOOGLALPHABET INC	29,778	$5.64M	1.55%	+1,097	Timeline
VTVVANGUARD INDEX FDS	31,641	$5.36M	1.47%	+7,443	Timeline
METAMETA PLATFORMS INC	9,110	$5.33M	1.47%	-73	Timeline
IWVISHARES TR	15,294	$5.11M	1.41%	0	Timeline
QUALISHARES TR	28,458	$5.07M	1.4%	-224	Timeline
WMTWALMART INC	55,767	$5.04M	1.39%	-737	Timeline
XOMEXXON MOBIL CORP	45,423	$4.89M	1.35%	-426	Timeline
DGRWWISDOMTREE TR	59,236	$4.79M	1.32%	-251	Timeline
EEMISHARES TR	109,332	$4.57M	1.26%	+10,968	Timeline
PXHINVESCO EXCH TRADED FD TR II	210,844	$4.32M	1.19%	+9,440	Timeline
JPMJPMORGAN CHASE & CO	17,893	$4.29M	1.18%	0	Timeline
JNJJOHNSON & JOHNSON	28,381	$4.1M	1.13%	-730	Timeline
VVISA INC	12,538	$3.96M	1.09%	-375	Timeline
USMVISHARES TR	40,624	$3.61M	0.99%	-55	Timeline
PGPROCTER & GAMBLE CO	21,218	$3.56M	0.98%	-300	Timeline
GLDSPDR GOLD TR	14,513	$3.51M	0.97%	+453	Timeline
VTIVANGUARD INDEX FDS	11,397	$3.3M	0.91%	+709	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,547	$3.25M	0.89%	0	Timeline
FLRNSPDR SERIES TRUST	104,158	$3.2M	0.88%	+13,045	Timeline
LLYELI LILLY & CO	4,081	$3.15M	0.87%	-105	Timeline
VCITVANGUARD SCOTTSDALE FDS	36,076	$2.9M	0.8%	+4,014	Timeline
IGSBISHARES TR	52,274	$2.7M	0.74%	-2,140	Timeline
MRKMERCK & CO INC	26,834	$2.67M	0.73%	+754	Timeline
IBMINTERNATIONAL BUSINESS MACHS	11,637	$2.56M	0.7%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	4,714	$2.45M	0.68%	-115	Timeline
ACWIISHARES TR	20,692	$2.43M	0.67%	+592	Timeline
WMWASTE MGMT INC DEL	11,797	$2.38M	0.66%	+326	Timeline
ITWILLINOIS TOOL WKS INC	9,358	$2.37M	0.65%	-100	Timeline
ABBVABBVIE INC	13,317	$2.37M	0.65%	-215	Timeline
VOOVANGUARD INDEX FDS	4,350	$2.34M	0.65%	+9	Timeline
PEPPEPSICO INC	14,698	$2.23M	0.62%	+60	Timeline
UNHUNITEDHEALTH GROUP INC	4,341	$2.2M	0.6%	-60	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,757	$2.16M	0.59%	-23	Timeline
SHYISHARES TR	26,095	$2.14M	0.59%	+2,592	Timeline
ADPAUTOMATIC DATA PROCESSING IN	7,258	$2.12M	0.58%	0	Timeline
CBCHUBB LIMITED	7,188	$1.99M	0.55%	0	Timeline
AGGISHARES TR	20,021	$1.94M	0.53%	+3,219	Timeline
ABTABBOTT LABORATORIES	16,772	$1.9M	0.52%	0	Timeline
ACNACCENTURE PLC IRELAND	5,314	$1.87M	0.51%	-20	Timeline
VCSHVANGUARD SCOTTSDALE FDS	23,546	$1.84M	0.51%	-1,046	Timeline
VIGVANGUARD SPECIALIZED FUNDS	9,104	$1.78M	0.49%	-2,052	Timeline
VWOVANGUARD INTL EQUITY INDEX F	39,523	$1.74M	0.48%	-656	Timeline
MCDMCDONALDS CORP	5,710	$1.66M	0.46%	+31	Timeline
GDXVANECK ETF TRUST	47,137	$1.6M	0.44%	-405	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	30,510	$1.54M	0.42%	+2,680	Timeline
VEAVANGUARD TAX-MANAGED FDS	32,090	$1.53M	0.42%	+170	Timeline
QQQINVESCO QQQ TR	2,944	$1.51M	0.41%	+1,787	Timeline
NVDANVIDIA CORPORATION	11,110	$1.49M	0.41%	-1,345	Timeline
VTIPVANGUARD MALVERN FDS	29,902	$1.45M	0.4%	-2,433	Timeline
TJXTJX COS INC NEW	11,834	$1.43M	0.39%	0	Timeline
CTASIMPLIFY EXCHANGE TRADED FUN	51,235	$1.43M	0.39%	+6,800	Timeline
BLKBLACKROCK INC	1,367	$1.4M	0.39%	new	Timeline
TMUST-MOBILE US INC	6,311	$1.39M	0.38%	-318	Timeline
BSVVANGUARD BD INDEX FDS	18,006	$1.39M	0.38%	+60	Timeline
KKRKKR & CO INC	9,404	$1.39M	0.38%	-40	Timeline
CVXCHEVRON CORPORATION	9,512	$1.38M	0.38%	0	Timeline
EFAVISHARES TR	18,150	$1.28M	0.35%	-1,264	Timeline
VEUVANGUARD INTL EQUITY INDEX F	22,059	$1.27M	0.35%	-200	Timeline
CLCOLGATE PALMOLIVE CO	13,899	$1.26M	0.35%	-5	Timeline
RTXRTX CORPORATION	10,779	$1.25M	0.34%	0	Timeline
RSPINVESCO EXCHANGE TRADED FD T	6,926	$1.21M	0.33%	+1,261	Timeline
IDXXIDEXX LABS INC	2,928	$1.21M	0.33%	-9	Timeline
MRSHMARSH & MCLENNAN COS INC	5,599	$1.19M	0.33%	-8	Timeline
TREXTREX INC	17,200	$1.19M	0.33%	0	Timeline
GEGE AEROSPACE	7,028	$1.17M	0.32%	0	Timeline
TXNTEXAS INSTRS INC	6,213	$1.17M	0.32%	-10	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	15,316	$1.13M	0.31%	-700	Timeline
PXFINVESCO EXCH TRADED FD TR II	23,476	$1.12M	0.31%	0	Timeline
NEENEXTERA ENERGY INC	15,663	$1.12M	0.31%	-175	Timeline
CITHE CIGNA GROUP	3,914	$1.08M	0.3%	0	Timeline
LOWLOWES COS INC	4,374	$1.08M	0.3%	-90	Timeline
UNPUNION PAC CORP	4,641	$1.06M	0.29%	+200	Timeline
IEFAISHARES TR	14,975	$1.05M	0.29%	0	Timeline
INDBINDEPENDENT BK CORP MASS	16,350	$1.05M	0.29%	0	Timeline
AVGOBROADCOM INC	4,500	$1.04M	0.29%	0	Timeline
CSCOCISCO SYS INC	17,574	$1.04M	0.29%	0	Timeline
ETHEGRAYSCALE ETHEREUM STAKING E	36,147	$1.01M	0.28%	+410	Timeline
GOOGALPHABET INC	5,077	$967K	0.27%	0	Timeline
AEMAGNICO EAGLE MINES LTD	11,916	$932K	0.26%	+300	Timeline
EMREMERSON ELEC CO	7,303	$905K	0.25%	-179	Timeline
BMYBRISTOL-MYERS SQUIBB CO	15,997	$905K	0.25%	-1,435	Timeline
XLKSELECT SECTOR SPDR TR	3,880	$902K	0.25%	-48	Timeline
PFEPFIZER INC	33,219	$881K	0.24%	0	Timeline
ORCLORACLE CORP	5,243	$874K	0.24%	0	Timeline
DISDISNEY WALT CO	7,837	$873K	0.24%	-57	Timeline
TRVTRAVELERS COMPANIES INC	3,614	$871K	0.24%	+956	Timeline
VGITVANGUARD SCOTTSDALE FDS	14,826	$860K	0.24%	+19	Timeline
LINLINDE PLC	2,017	$844K	0.23%	-30	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	10,341	$844K	0.23%	+2,180	Timeline
VXFVANGUARD INDEX FDS	4,369	$830K	0.23%	0	Timeline
HONHONEYWELL INTL INC	3,528	$797K	0.22%	0	Timeline
ROCKET LAB USA INCROCKET LAB USA INC	31,038	$791K	0.22%	-19,436
VGKVANGUARD INTL EQUITY INDEX F	12,000	$762K	0.21%	0	Timeline
KOCOCA COLA CO	12,208	$760K	0.21%	0	Timeline
PIIMPINJ INC	5,130	$745K	0.21%	0	Timeline
FDXFEDEX CORP	2,648	$745K	0.21%	-75	Timeline
MMM3M CO	5,748	$742K	0.2%	-100	Timeline
XLVSELECT SECTOR SPDR TR	5,358	$737K	0.2%	-463	Timeline
SHVISHARES TR	6,659	$733K	0.2%	+2,104	Timeline
IWFISHARES TR	1,770	$711K	0.2%	-25	Timeline
EEMVISHARES INC	12,255	$711K	0.2%	-356	Timeline
MCKMCKESSON CORP	1,208	$688K	0.19%	0	Timeline
IVVISHARES TR	1,169	$688K	0.19%	0	Timeline
WSMWILLIAMS SONOMA INC	3,660	$678K	0.19%	0	Timeline
ETHGRAYSCALE ETHEREUM STAKING	21,432	$675K	0.19%	new	Timeline
ARESARES MANAGEMENT CORPORATION	3,799	$673K	0.19%	0	Timeline
ETNEATON CORP PLC	2,025	$672K	0.19%	0	Timeline
GEVGE VERNOVA INC	1,980	$651K	0.18%	0	Timeline
MDLZMONDELEZ INTL INC	10,801	$645K	0.18%	+1,435	Timeline
MAMASTERCARD INCORPORATED	1,196	$630K	0.17%	0	Timeline
AZNASTRAZENECA PLC-SPONS ADR	9,578	$628K	0.17%	0	Timeline
XLESELECT SECTOR SPDR TR	7,257	$622K	0.17%	+1,023	Timeline
SUSLISHARES TR	5,976	$616K	0.17%	0	Timeline
AXPAMERICAN EXPRESS CO	2,073	$615K	0.17%	-1,580	Timeline
BTCGRAYSCALE BITCOIN MINI TR ET	14,473	$606K	0.17%	new	Timeline
RNRRENAISSANCERE HLDGS LTD	2,400	$597K	0.16%	0	Timeline
STZCONSTELLATION BRANDS INC	2,666	$589K	0.16%	-40	Timeline
AMPAMERIPRISE FINL INC	1,082	$576K	0.16%	-300	Timeline
BNDVANGUARD BD INDEX FDS	7,940	$571K	0.16%	-237	Timeline
ADBEADOBE INC	1,235	$549K	0.15%	-30	Timeline
SHELSHELL PLC	8,626	$540K	0.15%	+1,815	Timeline
MUBISHARES TR	4,980	$531K	0.15%	0	Timeline
KLACKLA CORP	842	$531K	0.15%	0	Timeline
STTSTATE STR CORP	5,279	$518K	0.14%	0	Timeline
HUBBHUBBELL INC	1,228	$514K	0.14%	0	Timeline
MNSTMONSTER BEVERAGE CORP NEW	9,700	$510K	0.14%	0	Timeline
DHRDANAHER CORP DEL	2,221	$510K	0.14%	-55	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	8,500	$508K	0.14%	0	Timeline
FSKFS KKR CAP CORP	22,865	$497K	0.14%	0	Timeline
ALLALLSTATE CORP	2,440	$470K	0.13%	-205	Timeline
TTDTHE TRADE DESK INC	4,000	$470K	0.13%	0	Timeline
QDFFLEXSHARES TR	6,452	$455K	0.13%	-340	Timeline
IGMISHARES TR	4,410	$450K	0.12%	0	Timeline
IJHISHARES TR	7,071	$441K	0.12%	0	Timeline
NFLXNETFLIX INC.	482	$430K	0.12%	0	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	7,837	$427K	0.12%	+540
UNMUNUM GROUP	5,846	$427K	0.12%	0	Timeline
XLISELECT SECTOR SPDR TR	3,211	$423K	0.12%	+1,112	Timeline
NXPINXP SEMICONDUCTORS N V	2,000	$416K	0.11%	0	Timeline
XLFSELECT SECTOR SPDR TR	8,554	$413K	0.11%	0	Timeline
IEMGISHARES INC	7,673	$401K	0.11%	0	Timeline
COPCONOCOPHILLIPS	3,978	$394K	0.11%	-330	Timeline
ORLYOREILLY AUTOMOTIVE INC	331	$392K	0.11%	0	Timeline
XLPSELECT SECTOR SPDR TR	4,975	$391K	0.11%	-980	Timeline
LMTLOCKHEED MARTIN CORP	804	$391K	0.11%	0	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	4,975	$390K	0.11%	0	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	2,087	$390K	0.11%	0	Timeline
ACWXISHARES TR	7,461	$389K	0.11%	+2,627	Timeline
HIGHARTFORD INSURANCE GROUP INC	3,456	$378K	0.1%	0	Timeline
NVONOVO-NORDISK A S	4,356	$375K	0.1%	0	Timeline
TSLATESLA INC	927	$374K	0.1%	+100	Timeline
IEIISHARES TR	3,238	$374K	0.1%	0	Timeline
CRMSALESFORCE INC	1,113	$372K	0.1%	0	Timeline
GSGOLDMAN SACHS GROUP INC	644	$369K	0.1%	0	Timeline
KMBKIMBERLY-CLARK CORP	2,732	$358K	0.1%	0	Timeline
URIUNITED RENTALS INC	500	$352K	0.1%	0	Timeline
AFLAFLAC INC	3,362	$348K	0.1%	0	Timeline
PSXPHILLIPS 66	2,973	$339K	0.09%	0	Timeline
AXSMAXSOME THERAPEUTICS INC.	4,000	$338K	0.09%	0	Timeline
XNTKSPDR SERIES TRUST	1,600	$323K	0.09%	0	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	6,300	$319K	0.09%	+650	Timeline
RPGINVESCO EXCHANGE TRADED FD T	7,540	$311K	0.09%	0	Timeline
ECLECOLAB INC	1,305	$306K	0.08%	-170	Timeline
QARPDBX ETF TR	5,828	$306K	0.08%	0	Timeline
XLYSELECT SECTOR SPDR TR	1,339	$300K	0.08%	0	Timeline
XBISPDR SERIES TRUST	3,335	$300K	0.08%	-100	Timeline
MELIMERCADOLIBRE INC	175	$298K	0.08%	0	Timeline
UNILEVER PLCUNILEVER PLC	5,219	$296K	0.08%	-1,310
CEGCONSTELLATION ENERGY CORP	1,321	$296K	0.08%	-21	Timeline
VGSHVANGUARD SCOTTSDALE FDS	5,063	$295K	0.08%	+770	Timeline
XLUSELECT SECTOR SPDR TR	3,829	$290K	0.08%	-284	Timeline
INTCINTEL CORP	14,381	$288K	0.08%	-500	Timeline
NUENUCOR CORP	2,455	$287K	0.08%	0	Timeline
PAYXPAYCHEX INC	2,039	$286K	0.08%	0	Timeline
IAUISHARES GOLD TR	5,730	$284K	0.08%	-350	Timeline
IJRISHARES TR	2,446	$282K	0.08%	0	Timeline
SHWSHERWIN WILLIAMS CO	827	$281K	0.08%	-105	Timeline
TOSTTOAST INC	7,660	$279K	0.08%	-2,000	Timeline
CHDCHURCH & DWIGHT CO INC	2,652	$278K	0.08%	-530	Timeline
EASGDBX ETF TR	9,085	$267K	0.07%	0	Timeline
LRCXLAM RESEARCH CORP	3,610	$261K	0.07%	new	Timeline
QCOMQUALCOMM INC	1,679	$258K	0.07%	0	Timeline
CCICROWN CASTLE INC	2,829	$257K	0.07%	0	Timeline
CARRCARRIER GLOBAL CORPORATION	3,760	$257K	0.07%	0	Timeline
UPSUNITED PARCEL SVCS INC	1,956	$247K	0.07%	0	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	3,189	$245K	0.07%	0	Timeline
WMBWILLIAMS COS INC	4,462	$241K	0.07%	0	Timeline
AMGNAMGEN INC	909	$237K	0.07%	0	Timeline
BXBLACKSTONE INC	1,333	$230K	0.06%	0	Timeline
ISHARES TRISHARES TR	9,773	$228K	0.06%	-5,673
XYLXYLEM INC	1,958	$227K	0.06%	0	Timeline
LDEMISHARES TR	4,980	$226K	0.06%	0	Timeline
SYKSTRYKER CORPORATION	620	$223K	0.06%	-155	Timeline
XLCSELECT SECTOR SPDR TR	2,297	$222K	0.06%	0	Timeline
HXLHEXCEL CORP NEW	3,500	$219K	0.06%	-500	Timeline
DELLDELL TECHNOLOGIES INC	1,881	$217K	0.06%	0	Timeline
MSMORGAN STANLEY	1,708	$215K	0.06%	new	Timeline
GISGENERAL MILLS INC	3,352	$214K	0.06%	0	Timeline
TXTTEXTRON INC	2,771	$212K	0.06%	0	Timeline
BDXBECTON DICKINSON & CO	930	$211K	0.06%	0	Timeline
PHOINVESCO EXCHANGE TRADED FD T	3,200	$211K	0.06%	0	Timeline
MOALTRIA GROUP INC	3,970	$208K	0.06%	0	Timeline
RSGREPUBLIC SVCS INC	1,015	$204K	0.06%	0	Timeline
VSTMVERASTEM INC	26,415	$137K	0.04%	+5,000	Timeline
TCRXTSCAN THERAPEUTICS INC	10,000	$30.4K	0.01%	0	Timeline
STEM INCSTEM INC	50,000	$30.1K	0.01%	+25,000
FORGE GLOBAL HOLDINGS INCFORGE GLOBAL HOLDINGS INC	20,000	$18.6K	0.01%	new
EDITEDITAS MEDICINE INC	13,850	$17.6K	<0.01%	0	Timeline
WW INTL INCWW INTL INC	10,000	$12.7K	<0.01%	new
FUBOFUBOTV INC	10,000	$12.6K	<0.01%	0	Timeline
SERES THERAPEUTICS INCSERES THERAPEUTICS INC	15,000	$12.5K	<0.01%	0
HYZON MOTORS INCHYZON MOTORS INC	10,000	$50	<0.01%	0

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
BLACKROCK INCBLACKROCK INC	1,472	$1.4M	shares
TDTORONTO DOMINION BK ONT	6,305	$399K	shares
GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E…	151,962	$371K	shares
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF	56,936	$321K	shares
CMCSACOMCAST CORP NEW	7,131	$298K	shares
NKENIKE INC	3,125	$276K	shares
MDTMEDTRONIC PLC	2,616	$236K	shares
VRTXVERTEX PHARMACEUTICALS INC	475	$221K	shares
SLBSLB LIMITED	5,258	$221K	shares
GEHCGE HEALTHCARE TECHNOLOGIES I	2,341	$220K	shares
GPCGENUINE PARTS CO	1,477	$206K	shares
AEPAMERICAN ELEC PWR CO INC	2,000	$205K	shares
AKAMAKAMAI TECHNOLOGIES INC	2,000	$202K	shares
ICLNISHARES TR	13,500	$198K	shares
AMLXAMYLYX PHARMACEUTICALS INC	15,000	$48.6K	shares

How Q4 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 0001085146-25-000630	base		2025-01-30	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC