Aries Wealth Management Purchases and Sells in Q4 2024

Aries Wealth Management

$357 Million
Q4 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.19K + 3.32%	$378.79 - $428.11 $452K - $511K	37.1K $15.2M
VTV	7.44K + 30.76%	$168.32 - $181.87 $1.25M - $1.35M	31.6K $5.36M
QQQ	1.79K + 154.45%	$481.22 - $538.17 $860K - $962K	2.94K $1.51M
GOOGL	1.1K + 3.82%	$161.86 - $196.66 $178K - $216K	29.8K $5.64M
SPY	618 + 3.29%	$567.81 - $607.81 $351K - $376K	19.4K $11.4M
FLRN	13K + 14.32%	$30.67 - $30.84 $400K - $402K	104K $3.2M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MS	1.71K New	$104.42 - $134.99 $178K - $231K	1.71K $214K
FRGE	20K New	$0.83 - $1.37 $16.6K - $27.4K	20K $18K
WW	10K New	$0.72 - $1.96 $7.2K - $19.6K	10K $12K
GRAYSCALE ETHEREUM MINI TR E	21.4K New	N/A	21.4K $0
BLACKROCK INC	1.37K New	N/A	1.37K $0
GRAYSCALE BITCOIN MINI TR ET	14.5K New	N/A	14.5K $0

Top Sells

Reduced Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	-1.13K - 0.95%	$75.1 - $82.99 $84.9K - $93.9K	117K $8.87M
SDY	-1.59K - 2.95%	$131.66 - $144.0 $210K - $230K	52.5K $6.93M
JNJ	-730 - 2.51%	$143.34 - $165.86 $105K - $121K	28.4K $4.1M
LLY	-105 - 2.51%	$727.2 - $932.06 $76.4K - $97.9K	4.08K $3.15M
TMO	-115 - 2.38%	$501.29 - $612.85 $57.6K - $70.5K	4.71K $2.45M
MSFT	-498 - 1.41%	$406.35 - $454.46 $202K - $226K	34.7K $14.6M

Activity Summary All Purchases 51 New Holdings 7 Increased Positions 44 All Sells 74 Reductions 74 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.