Aries Wealth Management Incresed Positions in Q4 2024

Aries Wealth Management

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.19K
+ 3.32%
$378.79 - $428.11 $452K - $511K
37.1K $15.2M
VTV
Vanguard Value ETF

ETFs
7.44K
+ 30.76%
$168.32 - $181.87 $1.25M - $1.35M
31.6K $5.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.79K
+ 154.45%
$481.22 - $538.17 $860K - $962K
2.94K $1.51M
GOOGL
Alphabet Inc.

Communication Services
1.1K
+ 3.82%
$161.86 - $196.66 $178K - $216K
29.8K $5.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
618
+ 3.29%
$567.81 - $607.81 $351K - $376K
19.4K $11.4M
FLRN
Spdr Bloomberg Investment Grad

ETFs
13K
+ 14.32%
$30.67 - $30.84 $400K - $402K
104K $3.2M
VTI
Vanguard Total Stock Market Et

ETFs
709
+ 6.63%
$280.04 - $302.45 $199K - $214K
11.4K $3.3M
CTA
Simplify Exch Traded Fds Simpl

ETFs
6.8K
+ 15.3%
$25.8 - $28.97 $175K - $197K
51.2K $1.43M
TRV
Travelers Companies, Inc.

Financial Services
956
+ 35.97%
$225.97 - $266.66 $216K - $255K
3.61K $870K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.22K
+ 19.16%
$96.64 - $101.23 $311K - $326K
20K $1.94M
SHV
Ishares Tr

ETFs
2.1K
+ 46.19%
$109.92 - $110.57 $231K - $233K
6.66K $733K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.01K
+ 12.52%
$80.13 - $83.77 $322K - $336K
36.1K $2.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.26K
+ 22.26%
$174.22 - $187.62 $220K - $237K
6.93K $1.21M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
9.44K
+ 4.69%
N/A
211K $4.27M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.59K
+ 11.03%
$81.68 - $82.93 $212K - $215K
26.1K $2.14M
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 12.09%
$213.65 - $479.86 $21.4K - $48K
927 $374K
XLI
Industrial Sector Spdr

ETFs
1.11K
+ 52.98%
$131.76 - $143.99 $147K - $160K
3.21K $423K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.68K
+ 9.63%
$50.37 - $50.6 $135K - $136K
30.5K $1.54M
VO
Vanguard Mid Cap ETF

ETFs
423
+ 1.03%
$261.5 - $284.63 $111K - $120K
41.4K $10.9M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.63K
+ 54.34%
$52.1 - $57.26 $137K - $150K
7.46K $389K
GLD
Spdr Gold Trust

ETFs
453
+ 3.22%
$236.59 - $257.5 $107K - $117K
14.5K $3.51M
SHEL
Shell PLC

Energy
1.82K
+ 26.65%
$60.63 - $70.23 $110K - $127K
8.63K $540K
XLE
Energy Sector Spdr

ETFs
1.02K
+ 16.41%
$83.32 - $97.27 $85.2K - $99.5K
7.26K $621K
EEM
Ishares Msci Emerging Markets

ETFs
11K
+ 11.15%
$41.82 - $47.36 $459K - $519K
109K $4.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.21%
$521.84 - $558.82 $4.7K - $5.03K
4.35K $2.34M
VGSH
Vanguard

ETFs
770
+ 17.94%
$58.02 - $58.88 $44.7K - $45.3K
5.06K $294K
TTE
Total Energies Se

Energy
540
+ 7.4%
N/A
7.84K $537K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
650
+ 11.5%
$50.67 - $50.9 $32.9K - $33.1K
6.3K $319K
ACWI
Ishares Msci Acwi ETF

ETFs
592
+ 2.95%
$117.05 - $123.03 $69.3K - $72.8K
20.7K $2.43M
STEM
Stem, Inc.

Technology
25K
+ 100.0%
$0.32 - $0.75 $8K - $18.8K
50K $30K
Verastem Inc
5K
+ 23.35%
N/A
26.4K $0
Fidelity Wise Origin Bitcoin
2.18K
+ 26.71%
N/A
10.3K $0
Grayscale Ethereum Trust ETF
410
+ 1.15%
N/A
36.1K $0
WM
Waste Management Inc

Industrials
326
+ 2.84%
$201.79 - $228.46 $65.8K - $74.5K
11.8K $2.38M
AEM
Agnico Eagle Mines LTD

Basic Materials
300
+ 2.58%
$75.99 - $88.85 $22.8K - $26.7K
11.9K $931K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
60
+ 0.33%
$77.02 - $78.58 $4.62K - $4.71K
18K $1.39M
VGIT
Vanguard Intermediate Term Tre

ETFs
19
+ 0.13%
$57.78 - $60.4 $1.1K - $1.15K
14.8K $859K
UNP
Union Pacific Corp

Industrials
200
+ 4.5%
$223.15 - $249.32 $44.6K - $49.9K
4.64K $1.06M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.44K
+ 15.32%
$59.25 - $72.99 $85K - $105K
10.8K $645K
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 0.55%
$288.47 - $316.54 $8.94K - $9.81K
5.71K $1.66M
VEA
Vanguard Ftse Developed Market

ETFs
170
+ 0.53%
$47.57 - $52.44 $8.09K - $8.91K
32.1K $1.53M
PEP
Pepsico Inc

Consumer Defensive
60
+ 0.41%
$151.29 - $176.1 $9.08K - $10.6K
14.7K $2.23M
MRK
Merck & Co., Inc.

Healthcare
754
+ 2.89%
$96.31 - $114.76 $72.6K - $86.5K
26.8K $2.67M
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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