Aries Wealth Management Incresed Positions in Q1 2025

Aries Wealth Management

  • $361 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
330
+ 12.08%
$124.46 - $147.4 $41.1K - $48.6K
3.06K $435K
UNP
Union Pacific Corp

Industrials
117
+ 2.52%
$225.21 - $254.42 $26.3K - $29.8K
4.76K $1.12M
NEE
Nextera Energy Inc

Utilities
1.1K
+ 7.01%
$66.96 - $76.16 $73.5K - $83.6K
16.8K $1.19M
ORCL
Oracle Corp

Technology
1.46K
+ 27.9%
$139.81 - $186.47 $205K - $273K
6.71K $937K
XLV
Select Sector Spdr Fund Health

ETFs
127
+ 2.37%
$137.61 - $149.68 $17.5K - $19K
5.49K $792K
DHR
Danaher Corp

Healthcare
507
+ 22.83%
$201.62 - $250.59 $102K - $127K
2.73K $559K
QQQ
Invesco Qqq Trust, Series 1

ETFs
359
+ 12.19%
$468.34 - $539.52 $168K - $194K
3.3K $1.55M
XLI
Industrial Sector Spdr

ETFs
349
+ 10.87%
$128.78 - $141.67 $44.9K - $49.4K
3.56K $463K
RSP
Invesco S&P 500 Equal Weight E

ETFs
235
+ 3.39%
$169.43 - $182.84 $39.8K - $43K
7.16K $1.24M
NVDA
Nvidia Corp

Technology
2.89K
+ 25.97%
$106.98 - $149.43 $309K - $431K
14K $1.52M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36
+ 0.15%
$77.7 - $78.94 $2.8K - $2.84K
23.6K $1.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
261
+ 5.54%
$497.6 - $606.74 $130K - $158K
4.98K $2.48M
ACN
Accenture PLC

Technology
742
+ 13.96%
$300.91 - $398.25 $223K - $296K
6.06K $1.89M
ACWI
Ishares Msci Acwi ETF

ETFs
362
+ 1.75%
$115.16 - $124.13 $41.7K - $44.9K
21.1K $2.45M
VIG
Vanguard Dividend Appreciation

ETFs
89
+ 0.98%
N/A
9.19K $1.67M
XLU
Utilities Sector Spdr

ETFs
64
+ 1.67%
$74.7 - $80.27 $4.78K - $5.14K
3.89K $303K
SHV
Ishares Tr

ETFs
15
+ 0.23%
$110.11 - $110.51 $1.65K - $1.66K
6.67K $737K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
240
+ 7.2%
$81.1 - $94.7 $19.5K - $22.7K
3.58K $301K
Fidelity Wise Origin Bitcoin
2.24K
+ 21.67%
N/A
12.6K $0
Grayscale Ethereum Mini Tr E
18.9K
+ 88.17%
N/A
40.3K $0
Blackrock Inc
2
+ 0.15%
N/A
1.37K $0
Grayscale Bitcoin Mini Tr Et
17.4K
+ 120.06%
N/A
31.8K $0
Linde PLC
372
+ 18.44%
N/A
2.39K $0
NXPI
Nxp Semiconductors N.V.

Technology
182
+ 9.1%
$189.99 - $245.86 $34.6K - $44.7K
2.18K $414K
XLY
Select Sector Spdr Consumer Di

ETFs
138
+ 10.31%
$192.6 - $233.2 $26.6K - $32.2K
1.48K $291K
CEG
Constellation Energy Corp

Utilities
100
+ 7.57%
$201.63 - $347.44 $20.2K - $34.7K
1.42K $286K
LOW
Lowes Companies Inc

Consumer Cyclical
110
+ 2.51%
$222.66 - $268.42 $24.5K - $29.5K
4.48K $1.05M
STZ
Constellation Brands, Inc.

Consumer Defensive
153
+ 5.74%
$161.05 - $222.93 $24.6K - $34.1K
2.82K $517K
XLK
Technology Sector Spdr

ETFs
77
+ 1.98%
$206.38 - $242.18 $15.9K - $18.6K
3.96K $816K
GOOG
Alphabet Inc.

Communication Services
440
+ 8.67%
$156.06 - $207.71 $68.7K - $91.4K
5.52K $861K
TSLA
Tesla, Inc.

Consumer Cyclical
73
+ 7.87%
$222.15 - $428.22 $16.2K - $31.3K
1K $259K
MRK
Merck & Co., Inc.

Healthcare
1.59K
+ 5.94%
$83.01 - $101.02 $132K - $161K
28.4K $2.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
567
+ 2.92%
$551.42 - $612.93 $313K - $348K
20K $11.2M
TTD
Trade Desk, Inc.

Technology
700
+ 17.5%
$53.59 - $126.58 $37.5K - $88.6K
4.7K $257K
HD
Home Depot, Inc.

Consumer Cyclical
266
+ 1.79%
$347.25 - $424.87 $92.4K - $113K
15.1K $5.54M
VO
Vanguard Mid Cap ETF

ETFs
106
+ 0.26%
$251.87 - $277.95 $26.7K - $29.5K
41.5K $10.7M
GOOGL
Alphabet Inc.

Communication Services
2.63K
+ 8.82%
$154.33 - $206.19 $405K - $541K
32.4K $5.01M
VB
Vanguard Small Cap ETF

ETFs
321
+ 0.67%
$217.89 - $252.64 $69.9K - $81.1K
48K $10.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.44K
+ 3.57%
$190.26 - $242.06 $274K - $349K
41.8K $7.96M
MSFT
Microsoft Corp

Technology
865
+ 2.49%
$375.39 - $447.2 $325K - $387K
35.6K $13.4M
VUG
Vanguard Growth ETF

ETFs
389
+ 1.05%
$369.1 - $427.61 $144K - $166K
37.5K $13.9M
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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