Aries Wealth Management Purchases in Q3 2024

Aries Wealth Management

  • $359 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
257
+ 1.21%
$160.76 - $177.82 $41.3K - $45.7K
21.5K $3.73M
TSLA
Tesla, Inc.

Consumer Cyclical
827
New
$191.76 - $263.26 $159K - $218K
827 $216K
XLC
Select Sector Spdr Tr Communic

ETFs
2.3K
New
$82.16 - $90.4 $189K - $208K
2.3K $207K
AEP
American Electric Power CO Inc

Utilities
2K
New
$87.11 - $104.95 $174K - $210K
2K $205K
BX
Blackstone Inc.

Financial Services
1.33K
New
$120.77 - $159.66 $161K - $213K
1.33K $204K
RSG
Republic Services, Inc.

Industrials
1.02K
New
$189.34 - $208.21 $192K - $211K
1.02K $203K
WMB
Williams Companies, Inc.

Energy
4.46K
New
$41.24 - $46.22 $184K - $206K
4.46K $203K
MO
Altria Group, Inc.

Consumer Defensive
3.97K
New
$45.95 - $54.71 $182K - $217K
3.97K $202K
ACWI
Ishares Msci Acwi ETF

ETFs
345
+ 1.75%
$107.24 - $119.84 $37K - $41.3K
20.1K $2.4M
AKAM
Akamai Technologies Inc

Technology
2K
New
N/A
2K $181K
TJX
Tjx Companies Inc

Consumer Cyclical
602
+ 5.36%
$107.93 - $120.23 $65K - $72.4K
11.8K $1.39M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.43K
+ 2.69%
$51.02 - $52.74 $72.7K - $75.2K
54.4K $2.87M
INDB
Independent Bank Corp

Financial Services
228
+ 1.41%
$47.89 - $64.34 $10.9K - $14.7K
16.4K $966K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2K
+ 6.59%
$48.06 - $49.39 $96.1K - $98.8K
32.3K $1.59M
EEMV
Ishares Msci Emerging Markets

ETFs
673
+ 5.64%
$56.77 - $63.31 $38.2K - $42.6K
12.6K $790K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
915
+ 36.31%
$90.87 - $102.43 $83.1K - $93.7K
3.44K $339K
CI
Cigna Corp

Healthcare
92
+ 2.41%
$319.12 - $367.1 $29.4K - $33.8K
3.91K $1.36M
CRM
Salesforce, Inc.

Technology
222
+ 24.92%
$238.42 - $276.53 $52.9K - $61.4K
1.11K $304K
CTA
Simplify Exch Traded Fds Simpl

ETFs
3.7K
+ 9.08%
$25.73 - $27.07 $95.2K - $100K
44.4K $1.16M
VGIT
Vanguard Intermediate Term Tre

ETFs
455
+ 3.17%
$57.8 - $60.8 $26.3K - $27.7K
14.8K $894K
MSFT
Microsoft Corp

Technology
1.43K
+ 4.22%
$395.15 - $467.56 $563K - $667K
35.2K $15.1M
AMLX
Amylyx Pharmaceuticals, Inc.

Healthcare
15K
New
$1.65 - $3.24 $24.8K - $48.6K
15K $48K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
130
+ 0.73%
$76.38 - $78.87 $9.93K - $10.3K
17.9K $1.41M
VIG
Vanguard Dividend Appreciation

ETFs
263
+ 2.41%
$182.15 - $182.15 $47.9K - $47.9K
11.2K $2.03M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
474
+ 8.85%
$47.76 - $52.28 $22.6K - $24.8K
5.83K $304K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
91
+ 2.89%
$114.73 - $120.23 $10.4K - $10.9K
3.24K $387K
TTE
Total Energies Se

Energy
50
+ 0.69%
$68.61 - $68.61 $3.43K - $3.43K
7.3K $500K
ADBE
Adobe Inc.

Technology
100
+ 8.58%
$508.13 - $586.55 $50.8K - $58.7K
1.27K $654K
Ge Healthcare Technologies I
2.34K
New
N/A
2.34K $0
Fidelity Wise Origin Bitcoin
3.21K
+ 64.67%
N/A
8.16K $0
Grayscale Ethereum Mini Tr E
152K
New
N/A
152K $0
Grayscale Ethereum Tr Eth
35.7K
New
N/A
35.7K $0
Grayscale Bitcoin Mini Tr Bt
56.9K
New
N/A
56.9K $0
Verastem Inc
8.33K
+ 63.71%
N/A
21.4K $0
XLE
Energy Sector Spdr

ETFs
190
+ 3.14%
$84.35 - $93.39 $16K - $17.7K
6.23K $547K
SHEL
Shell PLC

Energy
175
+ 2.64%
$65.65 - $73.28 $11.5K - $12.8K
6.81K $449K
MRK
Merck & Co., Inc.

Healthcare
718
+ 2.83%
$111.15 - $128.97 $79.8K - $92.6K
26.1K $2.96M
GOOGL
Alphabet Inc.

Communication Services
44
+ 0.15%
$148.65 - $191.18 $6.54K - $8.41K
28.7K $4.76M
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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