Aries Wealth Management at 2023-03-31

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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