Aries Wealth Management Purchases in Q3 2025

Aries Wealth Management

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.98K
+ 25.74%
$617.65 - $666.84 $3.08M - $3.32M
24.3K $16.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.2K
+ 8.45%
$87.29 - $93.61 $1.06M - $1.14M
157K $14.6M
CAT
Caterpillar Inc

Industrials
83
+ 0.46%
$390.92 - $477.15 $32.4K - $39.6K
18K $8.58M
VUG
Vanguard Growth ETF

ETFs
39
+ 0.1%
$433.97 - $484.08 $16.9K - $18.9K
38K $18.2M
VB
Vanguard Small Cap ETF

ETFs
1.87K
+ 3.71%
$237.58 - $259.17 $444K - $484K
52.1K $13.3M
EEM
Ishares Msci Emerging Markets

ETFs
8.51K
+ 6.17%
$48.07 - $53.4 $409K - $455K
146K $7.82M
MSFT
Microsoft Corp

Technology
334
+ 0.95%
$491.09 - $535.64 $164K - $179K
35.6K $18.4M
VTV
Vanguard Value ETF

ETFs
2.84K
+ 8.91%
$175.51 - $186.57 $499K - $531K
34.8K $6.49M
GLD
Spdr Gold Trust

ETFs
103
+ 0.74%
$300.96 - $355.47 $31K - $36.6K
14K $4.97M
VO
Vanguard Mid Cap ETF

ETFs
377
+ 0.93%
$279.83 - $293.74 $105K - $111K
41.1K $12.1M
JPM
Jpmorgan Chase & CO

Financial Services
322
+ 1.87%
$282.78 - $316.06 $91.1K - $102K
17.6K $5.54M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
6.96K
New
$46.93 - $58.5 $327K - $407K
6.96K $384K
IDXX
Idexx Laboratories Inc

Healthcare
76
+ 2.4%
$514.61 - $682.78 $39.1K - $51.9K
3.25K $2.08M
VTI
Vanguard Total Stock Market Et

ETFs
75
+ 0.53%
$303.93 - $329.86 $22.8K - $24.7K
14.1K $4.63M
GOOG
Alphabet Inc.

Communication Services
85
+ 1.68%
$175.16 - $255.24 $14.9K - $21.7K
5.14K $1.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.85K
+ 7.27%
$49.43 - $54.52 $141K - $155K
42K $2.28M
RTX
Raytheon Technologies Corp

Industrials
498
+ 4.63%
$144.19 - $167.33 $71.8K - $83.3K
11.3K $1.88M
WMT
Walmart Inc.

Consumer Defensive
70
+ 0.13%
$94.4 - $104.27 $6.61K - $7.3K
53.7K $5.53M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.43K
New
$50.81 - $51.07 $276K - $277K
5.43K $277K
MHK
Mohawk Industries Inc

Consumer Cyclical
2K
New
$107.23 - $139.75 $214K - $280K
2K $257K
ACWI
Ishares Msci Acwi ETF

ETFs
308
+ 1.46%
$128.32 - $138.41 $39.5K - $42.6K
21.4K $2.96M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.73K
New
$48.31 - $48.93 $229K - $232K
4.73K $231K
BX
Blackstone Inc.

Financial Services
1.33K
New
$152.77 - $188.68 $204K - $252K
1.33K $227K
GPC
Genuine Parts CO

Consumer Cyclical
1.64K
New
$122.23 - $142.77 $200K - $234K
1.64K $227K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
100
+ 2.7%
$567.77 - $614.76 $56.8K - $61.5K
3.81K $2.33M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.42K
New
$87.05 - $93.19 $211K - $226K
2.42K $225K
VGT
Vanguard Information Technolog

ETFs
300
New
$656.44 - $753.15 $197K - $226K
300 $223K
HXL
Hexcel Corp

Industrials
3.5K
New
$57.15 - $64.88 $200K - $227K
3.5K $219K
DE
Deere & CO

Industrials
479
New
$457.26 - $524.37 $219K - $251K
479 $219K
BWXT
Bwx Technologies, Inc.

Industrials
1.14K
New
$136.45 - $184.37 $156K - $211K
1.14K $210K
CVX
Chevron Corp

Energy
609
+ 6.58%
$145.57 - $161.83 $88.7K - $98.6K
9.86K $1.53M
PWR
Quanta Services, Inc.

Industrials
490
New
$372.29 - $421.68 $182K - $207K
490 $203K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.38K
+ 6.04%
$82.38 - $83.0 $196K - $197K
41.8K $3.47M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
380
+ 18.86%
$103.83 - $179.9 $39.5K - $68.4K
2.4K $428K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
222
+ 6.68%
$459.11 - $506.91 $102K - $113K
3.55K $1.78M
IAU
Ishares Gold Trust

ETFs
702
+ 10.38%
$61.62 - $72.77 $43.3K - $51.1K
7.47K $543K
VGSH
Vanguard

ETFs
1.98K
+ 39.09%
$58.43 - $58.88 $116K - $117K
7.04K $414K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.66K
+ 3.29%
$30.71 - $30.86 $112K - $113K
115K $3.54M
LLY
Eli Lilly & CO

Healthcare
241
+ 5.86%
$625.65 - $812.69 $151K - $196K
4.35K $3.32M
TXN
Texas Instruments Inc

Technology
439
+ 6.93%
N/A
6.78K $1.32M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
550
+ 2.56%
$97.75 - $100.75 $53.8K - $55.4K
22K $2.21M
NIO
Nio Inc.

Consumer Cyclical
10K
New
$3.41 - $7.62 $34.1K - $76.2K
10K $76K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.47K
+ 4.59%
$50.47 - $50.74 $73.9K - $74.3K
33.4K $1.7M
UBER
Uber Technologies, Inc

Technology
127
+ 1.13%
$86.91 - $99.57 $11K - $12.6K
11.4K $1.11M
PFE
Pfizer Inc

Healthcare
1K
+ 3.29%
$23.29 - $25.88 $23.3K - $25.9K
31.4K $801K
CRM
Salesforce, Inc.

Technology
597
+ 26.35%
$231.66 - $273.65 $138K - $163K
2.86K $678K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
800
+ 2.64%
$49.78 - $50.75 $39.8K - $40.6K
31.1K $1.58M
CPNG
Coupang, Inc.

Consumer Cyclical
915
+ 9.9%
$27.67 - $33.53 $25.3K - $30.7K
10.2K $326K
VCIT
Vanguard Intermediate Term Cor

ETFs
24
+ 0.07%
$81.75 - $84.54 $1.96K - $2.03K
35.1K $2.96M
Activity Summary
Buys All Purchases 68 New Holdings 15 Increased Positions 53 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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