Aries Wealth Management Purchases in Q1 2025

Aries Wealth Management

  • $361 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
13.2K
+ 29.11%
$105.44 - $118.93 $1.39M - $1.57M
58.6K $6.97M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13K
+ 11.11%
$74.85 - $84.89 $976K - $1.11M
130K $10.7M
EEM
Ishares Msci Emerging Markets

ETFs
15.4K
+ 14.11%
$40.81 - $45.34 $630K - $699K
125K $5.45M
JNJ
Johnson & Johnson

Healthcare
987
+ 3.48%
$142.06 - $167.7 $140K - $166K
29.4K $4.87M
GLD
Spdr Gold Trust

ETFs
330
+ 2.27%
$243.19 - $288.14 $80.3K - $95.1K
14.8K $4.28M
UBER
Uber Technologies, Inc

Technology
9.82K
New
$63.17 - $81.49 $620K - $800K
9.82K $715K
VEA
Vanguard Ftse Developed Market

ETFs
10.8K
+ 33.78%
$47.4 - $52.99 $514K - $574K
42.9K $2.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.6K
+ 29.11%
$81.83 - $82.73 $621K - $628K
33.7K $2.79M
V
Visa Inc.

Financial Services
394
+ 3.14%
$306.92 - $362.71 $121K - $143K
12.9K $4.53M
IBM
International Business Machines Corp

Technology
550
+ 4.73%
$217.4 - $264.74 $120K - $146K
12.2K $3.03M
WM
Waste Management Inc

Industrials
387
+ 3.28%
$200.54 - $233.78 $77.6K - $90.5K
12.2K $2.82M
MA
Mastercard Inc

Financial Services
731
+ 61.12%
$504.67 - $576.31 $369K - $421K
1.93K $1.06M
TMUS
T Mobile Us, Inc.

Communication Services
505
+ 8.0%
$211.3 - $272.83 $107K - $138K
6.82K $1.82M
ABT
Abbott Laboratories

Healthcare
673
+ 4.01%
$111.1 - $140.22 $74.8K - $94.4K
17.4K $2.31M
MDT
Medtronic PLC

Healthcare
3.32K
New
$79.84 - $94.5 $265K - $313K
3.32K $298K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
605
New
$402.49 - $513.76 $244K - $311K
605 $293K
TJX
Tjx Companies Inc

Consumer Cyclical
2.28K
+ 19.24%
$112.81 - $126.16 $257K - $287K
14.1K $1.72M
PH
Parker Hannifin Corp

Industrials
464
New
$591.65 - $707.05 $275K - $328K
464 $282K
MCD
Mcdonalds Corp

Consumer Cyclical
444
+ 7.78%
$279.74 - $321.29 $124K - $143K
6.15K $1.92M
CB
Chubb LTD

Financial Services
261
+ 3.63%
$257.71 - $301.99 $67.3K - $78.8K
7.45K $2.25M
ISRG
Intuitive Surgical Inc

Healthcare
531
New
$476.63 - $610.45 $253K - $324K
531 $262K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.36K
+ 6.55%
$79.17 - $82.04 $187K - $194K
38.4K $3.14M
PG
Procter & Gamble CO

Consumer Defensive
1.08K
+ 5.07%
$158.56 - $176.26 $171K - $190K
22.3K $3.8M
CVX
Chevron Corp

Energy
170
+ 1.79%
$146.71 - $167.97 $24.9K - $28.6K
9.68K $1.62M
INTU
Intuit Inc

Technology
388
New
$555.63 - $630.23 $216K - $245K
388 $238K
COST
Costco Wholesale Corp

Consumer Defensive
140
+ 3.95%
$890.62 - $1076.86 $125K - $151K
3.69K $3.49M
VTV
Vanguard Value ETF

ETFs
1.09K
+ 3.45%
$167.73 - $179.21 $183K - $196K
32.7K $5.59M
JPM
Jpmorgan Chase & CO

Financial Services
552
+ 3.09%
$225.19 - $279.95 $124K - $155K
18.4K $4.52M
GPC
Genuine Parts CO

Consumer Cyclical
1.96K
New
$115.91 - $129.02 $227K - $252K
1.96K $233K
ZTS
Zoetis Inc.

Healthcare
1.38K
New
$156.48 - $175.67 $215K - $242K
1.38K $226K
RSG
Republic Services, Inc.

Industrials
760
+ 74.88%
$200.09 - $242.16 $152K - $184K
1.78K $429K
AEP
American Electric Power CO Inc

Utilities
2K
New
$90.32 - $109.27 $181K - $219K
2K $218K
DE
Deere & CO

Industrials
447
New
$408.57 - $509.27 $183K - $228K
447 $209K
NKE
Nike, Inc.

Consumer Cyclical
3.24K
New
$63.29 - $81.72 $205K - $265K
3.24K $205K
OMC
Omnicom Group Inc.

Communication Services
2.47K
New
$79.43 - $88.34 $196K - $218K
2.47K $204K
CPNG
Coupang, Inc.

Consumer Cyclical
9.24K
New
$21.34 - $25.52 $197K - $236K
9.24K $202K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.16K
+ 88.18%
$102.49 - $119.96 $221K - $259K
4.6K $481K
ADP
Automatic Data Processing Inc

Industrials
330
+ 4.55%
$286.85 - $318.64 $94.7K - $105K
7.59K $2.32M
CHKP
Check Point Software Technologies LTD

Technology
456
+ 21.85%
$179.88 - $231.31 $82K - $105K
2.54K $579K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.37K
+ 12.69%
$56.12 - $68.15 $76.9K - $93.4K
12.2K $825K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
590
+ 3.25%
$69.81 - $78.9 $41.2K - $46.6K
18.7K $1.46M
XLE
Energy Sector Spdr

ETFs
1.05K
+ 14.52%
$85.7 - $93.96 $90.3K - $99K
8.31K $768K
IEFA
Ishares Tr

ETFs
664
+ 4.43%
$69.57 - $78.65 $46.2K - $52.2K
15.6K $1.18M
KO
Coca Cola CO

Consumer Defensive
200
+ 1.64%
$60.81 - $72.32 $12.2K - $14.5K
12.4K $888K
ADBE
Adobe Inc.

Technology
520
+ 42.11%
$377.84 - $464.11 $196K - $241K
1.76K $673K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.24K
+ 7.34%
$50.39 - $50.66 $113K - $113K
32.8K $1.66M
IAU
Ishares Gold Trust

ETFs
1.12K
+ 19.55%
$49.74 - $58.96 $55.7K - $66K
6.85K $403K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.41K
+ 3.27%
$30.71 - $30.87 $105K - $105K
108K $3.32M
UNH
Unitedhealth Group Inc

Healthcare
66
+ 1.52%
$461.52 - $548.18 $30.5K - $36.2K
4.41K $2.31M
Activity Summary
Buys All Purchases 106 New Holdings 14 Increased Positions 92 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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