Aries Wealth Management Purchases in Q3 2024

Aries Wealth Management

  • $359 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.69K
+ 11.47%
$341.08 - $391.94 $1.26M - $1.45M
35.9K $13.8M
IWV
Ishares Russell 3000 ETF

ETFs
4.46K
+ 41.18%
$294.75 - $326.73 $1.31M - $1.46M
15.3K $5M
VCIT
Vanguard Intermediate Term Cor

ETFs
18.8K
+ 140.87%
$79.29 - $84.02 $1.49M - $1.58M
32.1K $2.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.6K
+ 11.9%
$75.32 - $84.37 $949K - $1.06M
118K $9.91M
VTI
Vanguard Total Stock Market Et

ETFs
5.3K
+ 98.51%
$255.18 - $283.2 $1.35M - $1.5M
10.7K $3.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.79K
+ 10.52%
$517.38 - $573.86 $926K - $1.03M
18.8K $10.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.4K
+ 277.74%
$96.25 - $101.98 $1.19M - $1.26M
16.8K $1.7M
VTV
Vanguard Value ETF

ETFs
5.23K
+ 27.55%
$159.75 - $174.57 $835K - $912K
24.2K $4.22M
IEFA
Ishares Tr

ETFs
15K
New
$70.09 - $78.74 $1.05M - $1.18M
15K $1.17M
HD
Home Depot, Inc.

Consumer Cyclical
651
+ 4.49%
$333.64 - $405.2 $217K - $264K
15.2K $6.14M
EEM
Ishares Msci Emerging Markets

ETFs
12.6K
+ 14.69%
$40.42 - $46.7 $509K - $588K
98.4K $4.51M
VXF
Vanguard Extended Market ETF

ETFs
4.37K
New
$163.98 - $182.92 $716K - $799K
4.37K $795K
LLY
Eli Lilly & CO

Healthcare
898
+ 27.31%
$772.14 - $960.02 $693K - $862K
4.19K $3.71M
ADP
Automatic Data Processing Inc

Industrials
1.65K
+ 29.4%
$233.44 - $279.45 $385K - $461K
7.26K $2.01M
KLAC
Kla Corp

Technology
842
New
$696.17 - $892.35 $586K - $751K
842 $651K
AMP
Ameriprise Financial Inc

Financial Services
1.38K
New
$391.53 - $469.81 $541K - $649K
1.38K $649K
ARES
Ares Management Corp

Financial Services
3.8K
New
$133.73 - $158.05 $508K - $600K
3.8K $592K
ACN
Accenture PLC

Technology
1.01K
+ 23.36%
$295.44 - $355.81 $298K - $359K
5.33K $1.89M
WSM
Williams Sonoma Inc

Consumer Cyclical
3.66K
New
$128.47 - $280.94 $470K - $1.03M
3.66K $567K
UNH
Unitedhealth Group Inc

Healthcare
451
+ 11.42%
$488.01 - $604.18 $220K - $272K
4.4K $2.57M
HUBB
Hubbell Inc

Industrials
1.23K
New
$355.55 - $428.48 $437K - $526K
1.23K $525K
NVO
Novo Nordisk A S

Healthcare
4.36K
New
$119.07 - $145.42 $519K - $633K
4.36K $518K
WM
Waste Management Inc

Industrials
2.69K
+ 30.65%
$196.96 - $223.45 $530K - $601K
11.5K $2.38M
GLD
Spdr Gold Trust

ETFs
499
+ 3.68%
$215.56 - $246.98 $108K - $123K
14.1K $3.42M
BLK
Black Rock Inc.

Financial Services
328
+ 28.67%
$782.27 - $949.51 $257K - $311K
1.47K $1.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.5K
+ 78.82%
$162.83 - $179.16 $407K - $447K
5.67K $1.01M
AVGO
Broadcom Inc.

Technology
4.32K
+ 2359.02%
$136.27 - $1745.86 $588K - $7.54M
4.5K $776K
ORCL
Oracle Corp

Technology
2.34K
+ 80.3%
$125.9 - $170.35 $294K - $398K
5.24K $893K
ABBV
Abb Vie Inc.

Healthcare
468
+ 3.58%
$163.84 - $199.33 $76.7K - $93.3K
13.5K $2.67M
IEMG
Ishares Inc

ETFs
7.67K
New
$53.64 - $53.64 $412K - $412K
7.67K $411K
NEE
Nextera Energy Inc

Utilities
2.6K
+ 19.6%
$69.9 - $84.97 $181K - $221K
15.8K $1.34M
TDIV
First Trust Nasdaq Technology

ETFs
4.98K
New
$70.51 - $81.07 $351K - $403K
4.98K $399K
ETN
Eaton Corp PLC

Industrials
1.12K
+ 123.02%
$272.52 - $333.02 $304K - $372K
2.03K $670K
AFL
Aflac Inc

Financial Services
3.36K
New
$88.52 - $111.8 $298K - $376K
3.36K $375K
ITW
Illinois Tool Works Inc

Industrials
555
+ 6.23%
$233.14 - $263.97 $129K - $147K
9.46K $2.48M
QUAL
Ishares Msci Usa Quality Facto

ETFs
719
+ 2.57%
$162.64 - $179.3 $117K - $129K
28.7K $5.14M
UNM
Unum Group

Financial Services
5.85K
New
$49.81 - $59.44 $291K - $347K
5.85K $347K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.7K
+ 3.71%
$33.89 - $41.64 $57.6K - $70.8K
47.5K $1.89M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
276
+ 0.68%
$83.76 - $91.82 $23.1K - $25.3K
40.7K $3.71M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
60
+ 0.1%
$75.88 - $83.21 $4.55K - $4.99K
59.5K $4.95M
ABT
Abbott Laboratories

Healthcare
1.2K
+ 7.7%
$100.07 - $118.13 $120K - $142K
16.8K $1.91M
AMGN
Amgen Inc

Healthcare
909
New
$309.38 - $337.38 $281K - $307K
909 $292K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.65K
New
$50.61 - $50.96 $286K - $288K
5.65K $287K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.1K
+ 49.54%
$64.35 - $75.71 $200K - $235K
9.37K $689K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.23%
$405.19 - $478.57 $4.46K - $5.26K
4.78K $2.2M
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.34K
+ 10.08%
$30.55 - $30.85 $255K - $257K
91.1K $2.81M
LMT
Lockheed Martin Corp

Industrials
341
+ 73.65%
$460.3 - $584.56 $157K - $199K
804 $469K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.49K
+ 97.24%
$57.32 - $62.65 $200K - $218K
7.07K $440K
DELL
Dell Technologies Inc.

Technology
1.88K
New
$87.89 - $145.97 $165K - $275K
1.88K $222K
Activity Summary
Buys All Purchases 89 New Holdings 28 Increased Positions 61 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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