Filling information for Aries Wealth Management as Treemap, investor disclosed 194 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 210659 | 644 | |
88339J105 | 88339J105 | THE TRADE DESK INC | COM CL A | 243640 | 4000 | |
025537101 | 025537101 | AMERICAN ELEC PWR CO INC | COM | 236574 | 2600 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 499411 | 2044 | |
773122106 | 773122106 | ROCKET LAB USA INC | COM | 286351 | 70879 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 518411 | 2537 | |
458140100 | 458140100 | INTEL CORP | COM | 539839 | 16524 | |
46429B689 | 46429B689 | ISHARES TR | MSCI EAFE MIN VL | 905631 | 13387 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 1770286 | 10850 | |
609207105 | 609207105 | MONDELEZ INTL INC | CL A | 525410 | 7536 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 5399878 | 49242 | |
H1467J104 | H1467J104 | CHUBB LIMITED | COM | 1402368 | 7222 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2888673 | 27848 | |
773903109 | 773903109 | ROCKWELL AUTOMATION INC | COM | 215099 | 733 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 675468 | 4473 | |
922042874 | 922042874 | VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 731400 | 12000 | |
907818108 | 907818108 | UNION PAC CORP | COM | 835028 | 4149 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 4148412 | 18128 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 291725 | 757 | |
92206C706 | 92206C706 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 266582 | 4446 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 1545158 | 11787 | |
713448108 | 713448108 | PEPSICO INC | COM | 2883621 | 15818 | |
05464T104 | 05464T104 | AXSOME THERAPEUTICS INC | COM | 246720 | 4000 | |
G7496G103 | G7496G103 | RENAISSANCERE HLDGS LTD | COM | 480816 | 2400 | |
29355A107 | 29355A107 | ENPHASE ENERGY INC | COM | 271892 | 1293 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 3057012 | 13559 | |
464286533 | 464286533 | ISHARES INC | MSCI EMERG MRKT | 503190 | 9221 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 5793992 | 23228 | |
372460105 | 372460105 | GENUINE PARTS CO | COM | 249292 | 1490 | |
81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 209206 | 1399 | |
171340102 | 171340102 | CHURCH & DWIGHT CO INC | COM | 243746 | 2757 | |
002824100 | 002824100 | ABBOTT LABS | COM | 1536722 | 15176 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1669660 | 3533 | |
023135106 | 023135106 | AMAZON COM INC | COM | 3074014 | 29761 | |
78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 5799030 | 46876 | |
453836108 | 453836108 | INDEPENDENT BK CORP MASS | COM | 1488918 | 22690 | |
008474108 | 008474108 | AGNICO EAGLE MINES LTD | COM | 505724 | 9922 | |
571748102 | 571748102 | MARSH & MCLENNAN COS INC | COM | 922021 | 5536 | |
94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 1315640 | 8063 | |
922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1199065 | 22425 | |
125523100 | 125523100 | THE CIGNA GROUP | COM | 1023142 | 4004 | |
67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC | COM | 300539 | 354 | |
192446102 | 192446102 | COGNIZANT TECHNOLOGY SOLUTIO | CL A | 276561 | 4539 | |
891160509 | 891160509 | TORONTO DOMINION BK ONT | COM NEW | 489383 | 8170 | |
464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 205712 | 10400 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 7575007 | 39961 | |
97717X669 | 97717X669 | WISDOMTREE TR | US QTLY DIV GRT | 2657180 | 42624 | |
046353108 | 046353108 | ASTRAZENECA PLC | SPONSORED ADR | 683411 | 9846 | |
464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 1922097 | 48710 | |
33739Q408 | 33739Q408 | FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 630806 | 10600 | |
302635206 | 302635206 | FS KKR CAP CORP | COM | 441503 | 23865 | |
78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 1919596 | 10477 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 536545 | 4980 | |
670928100 | 670928100 | NUVEEN MUN VALUE FD INC | COM | 321565 | 36500 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 1129839 | 14658 | |
370334104 | 370334104 | GENERAL MLS INC | COM | 286462 | 3352 | |
278865100 | 278865100 | ECOLAB INC | COM | 259054 | 1565 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 260123 | 2690 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1393898 | 3706 | |
191216100 | 191216100 | COCA COLA CO | COM | 965559 | 15566 | |
89531P105 | 89531P105 | TREX CO INC | COM | 837124 | 17200 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 3292451 | 30947 | |
45168D104 | 45168D104 | IDEXX LABS INC | COM | 1228196 | 2456 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1544159 | 5001 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 1248732 | 5609 | |
89417E109 | 89417E109 | TRAVELERS COMPANIES INC | COM | 489890 | 2858 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 270211 | 2908 | |
452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 2183016 | 8967 | |
717081103 | 717081103 | PFIZER INC | COM | 1623636 | 39795 | |
883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 2842080 | 4931 | |
502431109 | 502431109 | L3HARRIS TECHNOLOGIES INC | COM | 284548 | 1450 | |
92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1970774 | 25853 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 508597 | 1831 | |
61174X109 | 61174X109 | MONSTER BEVERAGE CORP NEW | COM | 523897 | 9700 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 2300884 | 17657 | |
31428X106 | 31428X106 | FEDEX CORP | COM | 665134 | 2911 | |
74340W103 | 74340W103 | PROLOGIS INC. | COM | 396270 | 3176 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 10147339 | 35197 | |
590717104 | 590717104 | MESOBLAST LTD | SPONS ADR | 32900 | 10000 | |
92206C102 | 92206C102 | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 225145 | 3846 | |
89151E109 | 89151E109 | TOTALENERGIES SE | SPONSORED ADS | 357371 | 6052 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 680490 | 6535 | |
780259305 | 780259305 | SHELL PLC | SPON ADS | 318024 | 5527 | |
95766K109 | 95766K109 | WESTERN ASSET HIGH INCOME OP | COM | 73518 | 19296 | |
82889N699 | 82889N699 | SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 550838 | 23520 | |
670346105 | 670346105 | NUCOR CORP | COM | 379224 | 2455 | |
85859N102 | 85859N102 | STEM INC | COM | 56700 | 10000 | |
46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 2452575 | 33717 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 438568 | 4217 | |
020002101 | 020002101 | ALLSTATE CORP | COM | 364011 | 3285 | |
194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 1167681 | 15538 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 209925 | 2528 | |
931142103 | 931142103 | WALMART INC | COM | 2970233 | 20144 | |
428291108 | 428291108 | HEXCEL CORP NEW | COM | 443625 | 6500 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1752634 | 11380 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 631281 | 3093 | |
872590104 | 872590104 | T-MOBILE US INC | COM | 1231140 | 8500 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 7181826 | 34050 | |
464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 3450821 | 68279 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 326027 | 4044 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 5579986 | 13630 | |
46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 630688 | 4361 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 3133939 | 21077 | |
00206R102 | 00206R102 | AT&T INC | COM | 223165 | 11593 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 208242 | 2099 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 378376 | 1179 | |
921910709 | 921910709 | VANGUARD WORLD FD | EXTENDED DUR | 1117897 | 12347 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 434638 | 1196 | |
46137V266 | 46137V266 | INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 251497 | 1664 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 1248327 | 23880 | |
78468R200 | 78468R200 | SPDR SER TR | BLOOMBERG INVT | 2553412 | 83911 | |
921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 1608967 | 21035 | |
464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 879801 | 7962 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 427260 | 1200 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 376627 | 5564 | |
037833100 | 037833100 | APPLE INC | COM | 15681990 | 95100 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1571916 | 34800 | |
904767704 | 904767704 | UNILEVER PLC | SPON ADR NEW | 327626 | 6309 | |
46138E743 | 46138E743 | INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 943369 | 21411 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 1216122 | 4255 | |
92189F106 | 92189F106 | VANECK ETF TRUST | GOLD MINERS ETF | 1002591 | 30992 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 820776 | 6340 | |
704326107 | 704326107 | PAYCHEX INC | COM | 233649 | 2039 | |
291011104 | 291011104 | EMERSON ELEC CO | COM | 686576 | 7879 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 445401 | 2296 | |
075887109 | 075887109 | BECTON DICKINSON & CO | COM | 286156 | 1156 | |
88579Y101 | 88579Y101 | 3M CO | COM | 665662 | 6333 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 4279971 | 59843 | |
34380C102 | 34380C102 | FLUENT INC | COM | 32964 | 40200 | |
030420103 | 030420103 | AMERICAN WTR WKS CO INC NEW | COM | 308215 | 2104 | |
M22465104 | M22465104 | CHECK POINT SOFTWARE TECH LT | ORD | 314340 | 2418 | |
015271109 | 015271109 | ALEXANDRIA REAL ESTATE EQ IN | COM | 264493 | 2106 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 1120455 | 11190 | |
464287689 | 464287689 | ISHARES TR | RUSSELL 3000 ETF | 2573738 | 10933 | |
464288661 | 464288661 | ISHARES TR | 3 7 YR TREAS BD | 350009 | 2975 | |
46138E727 | 46138E727 | INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 1551787 | 84520 | |
46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1646470 | 32720 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 604377 | 3664 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 843389 | 10763 | |
548661107 | 548661107 | LOWES COS INC | COM | 895666 | 4479 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 4385635 | 14861 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 717406 | 9717 | |
464287549 | 464287549 | ISHARES TR | EXPND TEC SC ETF | 249400 | 735 | |
48251W104 | 48251W104 | KKR & CO INC | COM | 483709 | 9210 | |
882508104 | 882508104 | TEXAS INSTRS INC | COM | 1159400 | 6233 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 1831933 | 26431 | |
92337C104 | 92337C104 | VERASTEM INC | COM | 40274 | 97000 | |
46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 279484 | 1094 | |
25243Q205 | 25243Q205 | DIAGEO PLC | SPON ADR NEW | 404756 | 2234 | |
922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 217737 | 4298 | |
922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 2007866 | 41988 | |
78464A102 | 78464A102 | SPDR SER TR | NYSE TECH ETF | 254530 | 2100 | |
857477103 | 857477103 | STATE STR CORP | COM | 399568 | 5279 | |
863667101 | 863667101 | STRYKER CORPORATION | COM | 212675 | 745 | |
09247X101 | 09247X101 | BLACKROCK INC | COM | 699230 | 1045 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1818040 | 45001 | |
464288257 | 464288257 | ISHARES TR | MSCI ACWI ETF | 947517 | 10394 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 1270997 | 3701 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 714024 | 3736 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 4845145 | 31259 | |
N6596X109 | N6596X109 | NXP SEMICONDUCTORS N V | COM | 372950 | 2000 | |
78468R101 | 78468R101 | SPDR SER TR | PORTFOLIO SH TSR | 3246459 | 111066 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 2027983 | 12725 | |
806857108 | 806857108 | SCHLUMBERGER LTD | COM STK | 277268 | 5647 | |
81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 353779 | 11004 | |
747525103 | 747525103 | QUALCOMM INC | COM | 214207 | 1679 | |
369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 671877 | 7028 | |
233051242 | 233051242 | DBX ETF TR | XTRCKR RUSL 1000 | 246911 | 6267 | |
235851102 | 235851102 | DANAHER CORPORATION | COM | 647995 | 2571 | |
34962G109 | 34962G109 | FORTE BIOSCIENCES INC | COM | 13130 | 13000 | |
33939L860 | 33939L860 | FLEXSHARES TR | QUALT DIVD IDX | 794774 | 14594 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 577635 | 15237 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 1728829 | 6183 | |
81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 765030 | 10240 | |
46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 2642088 | 21296 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 228801 | 484 | |
74767V109 | 74767V109 | QUANTUMSCAPE CORP | COM CL A | 94070 | 11500 | |
00971T101 | 00971T101 | AKAMAI TECHNOLOGIES INC | COM | 289710 | 3700 | |
464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 634111 | 7718 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 1926365 | 3877 | |
92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 345427 | 4306 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 1194060 | 12193 | |
126650100 | 126650100 | CVS HEALTH CORP | COM | 565202 | 7606 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 2096299 | 9891 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 420377 | 3132 | |
81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 215008 | 2125 | |
44951Y110 | 44951Y110 | HYZON MOTORS INC | *W EXP 10/02/202 | 685 | 10000 | |
81750R102 | 81750R102 | SERES THERAPEUTICS INC | COM | 68040 | 12000 | |
453204109 | 453204109 | IMPINJ INC | COM | 762978 | 5630 | |
654106103 | 654106103 | NIKE INC | CL B | 1410360 | 11500 | |
G54950103 | G54950103 | LINDE PLC | SHS | 720946 | 2038 | |
718546104 | 718546104 | PHILLIPS 66 | COM | 243616 | 2403 | |
416515104 | 416515104 | HARTFORD FINL SVCS GROUP INC | COM | 240849 | 3456 | |
21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 645142 | 2856 |