Aries Wealth Management Purchases and Sells in Q1 2025

Aries Wealth Management

$361 Million
Q1 2025

Top Buys

Incresed Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	13.2K + 29.11%	$105.44 - $118.93 $1.39M - $1.57M	58.6K $6.97M
EFA	13K + 11.11%	$74.85 - $84.89 $976K - $1.11M	130K $10.7M
EEM	15.4K + 14.11%	$40.81 - $45.34 $630K - $699K	125K $5.45M
JNJ	987 + 3.48%	$142.06 - $167.7 $140K - $166K	29.4K $4.87M
GLD	330 + 2.27%	$243.19 - $288.14 $80.3K - $95.1K	14.8K $4.28M
VEA	10.8K + 33.78%	$47.4 - $52.99 $514K - $574K	42.9K $2.2M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UBER	9.82K New	$63.17 - $81.49 $620K - $800K	9.82K $715K
MDT	3.32K New	$79.84 - $94.5 $265K - $313K	3.32K $298K
VRTX	605 New	$402.49 - $513.76 $244K - $311K	605 $293K
PH	464 New	$591.65 - $707.05 $275K - $328K	464 $282K
ISRG	531 New	$476.63 - $610.45 $253K - $324K	531 $262K
INTU	388 New	$555.63 - $630.23 $216K - $245K	388 $238K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.7K - 1.86%	$209.68 - $247.1 $357K - $420K	89.8K $19.9M
ITW	-3.05K - 32.57%	$244.9 - $274.48 $746K - $837K	6.31K $1.56M
FDX	-1.15K - 43.35%	$230.33 - $281.53 $264K - $323K	1.5K $365K
QUAL	-944 - 3.32%	$168.16 - $186.21 $159K - $176K	27.5K $4.7M
RKLB	-6.33K - 20.39%	$17.12 - $31.57 $108K - $200K	24.7K $441K
VTI	-412 - 3.61%	$271.18 - $303.12 $112K - $125K	11K $3M

Activity Summary All Purchases 106 New Holdings 14 Increased Positions 92 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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