Aries Wealth Management Reduced Holdings in Q3 2024

Aries Wealth Management

  • $359 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-9.25K
- 74.75%
$71.09 - $89.44 $658K - $827K
3.13K $276K
AMZN
Amazon Com Inc

Consumer Cyclical
-366
- 0.89%
$161.02 - $200.0 $58.9K - $73.2K
40.6K $7.57M
SHV
Ishares Tr

ETFs
-2.69K
- 37.12%
$110.05 - $110.63 $296K - $297K
4.56K $503K
CVX
Chevron Corp

Energy
-1.34K
- 12.37%
$137.88 - $161.97 $185K - $218K
9.51K $1.4M
PEP
Pepsico Inc

Consumer Defensive
-1.58K
- 9.73%
$161.9 - $179.3 $255K - $283K
14.6K $2.49M
CSCO
Cisco Systems, Inc.

Technology
-5.64K
- 24.28%
$44.74 - $53.22 $252K - $300K
17.6K $935K
XOM
Exxon Mobil Corp

Energy
-1.84K
- 3.86%
$109.72 - $119.0 $202K - $219K
45.8K $5.37M
FDX
Fedex Corp

Industrials
-100
- 3.54%
$254.64 - $313.52 $25.5K - $31.4K
2.72K $745K
XLP
Consumer Staples Sector Spdr

ETFs
-1.21K
- 16.89%
$76.04 - $76.04 $92K - $92K
5.96K $452K
NVDA
Nvidia Corp

Technology
-455
- 3.52%
$98.91 - $134.91 $45K - $61.4K
12.5K $1.51M
HON
Honeywell International Inc

Industrials
-217
- 5.79%
$196.73 - $220.21 $42.7K - $47.8K
3.53K $729K
AZN
Astrazeneca PLC

Healthcare
-892
- 8.52%
$76.67 - $87.62 $68.4K - $78.2K
9.58K $746K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.83K
- 15.47%
$23.13 - $23.43 $65.4K - $66.2K
15.4K $361K
NXPI
Nxp Semiconductors N.V.

Technology
-12
- 0.6%
$225.14 - $290.78 $2.7K - $3.49K
2K $480K
DIS
Walt Disney CO

Communication Services
-331
- 4.02%
$85.6 - $98.61 $28.3K - $32.6K
7.89K $759K
CMCSA
Comcast Corp

Communication Services
-1.83K
- 20.38%
$37.33 - $41.78 $68.1K - $76.2K
7.13K $297K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-85
- 0.53%
$42.59 - $60.56 $3.62K - $5.15K
16K $808K
EMR
Emerson Electric CO

Industrials
-397
- 5.04%
$98.19 - $118.87 $39K - $47.2K
7.48K $818K
PSX
Phillips 66

Energy
-110
- 3.57%
$125.0 - $147.17 $13.8K - $16.2K
2.97K $390K
KMB
Kimberly Clark Corp

Consumer Defensive
-400
- 12.77%
$135.05 - $148.35 $54K - $59.3K
2.73K $388K
VEA
Vanguard Ftse Developed Market

ETFs
-3K
- 8.59%
$47.6 - $53.31 $143K - $160K
31.9K $1.69M
PFE
Pfizer Inc

Healthcare
-2.5K
- 6.99%
$27.7 - $31.39 $69.1K - $78.3K
33.2K $961K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-2K
- 0.98%
$20.27 - $20.27 $40.5K - $40.5K
201K $4.08M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-500
- 5.56%
$59.61 - $60.15 $29.8K - $30.1K
8.5K $508K
QDF
Flexshares Quality Dividend In

ETFs
-962
- 12.41%
$65.37 - $71.71 $62.9K - $69K
6.79K $487K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-481
- 16.43%
$105.53 - $118.34 $50.8K - $56.9K
2.45K $286K
XLF
Financial Sector Spdr

ETFs
-1.5K
- 14.92%
$40.84 - $45.74 $61.3K - $68.6K
8.55K $387K
STZ
Constellation Brands, Inc.

Consumer Defensive
-90
- 3.22%
$236.42 - $259.82 $21.3K - $23.4K
2.71K $696K
STEM
Stem, Inc.

Technology
-1K
- 3.85%
$0.31 - $1.52 $310 - $1.52K
25K $8K
KO
Coca Cola CO

Consumer Defensive
-1.84K
- 13.09%
$62.69 - $73.01 $115K - $134K
12.2K $877K
TXN
Texas Instruments Inc

Technology
-84
- 1.33%
$194.6 - $194.6 $16.3K - $16.3K
6.22K $1.21M
MDT
Medtronic PLC

Healthcare
-565
- 17.76%
$76.84 - $91.03 $43.4K - $51.4K
2.62K $235K
V
Visa Inc.

Financial Services
-650
- 4.79%
$253.74 - $291.56 $165K - $190K
12.9K $3.55M
FUBO
Fubo Tv Inc.

Communication Services
-5K
- 33.33%
$1.16 - $2.07 $5.8K - $10.4K
10K $14K
UPS
United Parcel Service Inc

Industrials
-20
- 1.01%
$123.32 - $147.38 $2.47K - $2.95K
1.96K $266K
Linde PLC
-57
- 2.71%
N/A
2.05K $0
MCRB
Seres Therapeutics, Inc.

Healthcare
-2K
- 11.76%
$0.7 - $1.48 $1.4K - $2.96K
15K $14K
XLI
Industrial Sector Spdr

ETFs
-217
- 9.37%
$120.56 - $135.44 $26.2K - $29.4K
2.1K $284K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-23
- 6.5%
$1015.62 - $1159.62 $23.4K - $26.7K
331 $381K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-147
- 1.77%
$71.45 - $75.64 $10.5K - $11.1K
8.18K $614K
ECL
Ecolab Inc.

Basic Materials
-31
- 2.06%
$228.86 - $255.76 $7.09K - $7.93K
1.48K $376K
IDXX
Idexx Laboratories Inc

Healthcare
-68
- 2.26%
$455.08 - $517.19 $30.9K - $35.2K
2.94K $1.48M
TD
Toronto Dominion Bank

Financial Services
-523
- 7.66%
$54.54 - $64.56 $28.5K - $33.8K
6.31K $398K
CTSH
Cognizant Technology Solutions Corp

Technology
-79
- 2.42%
$66.89 - $77.87 $5.28K - $6.15K
3.19K $246K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-356
- 1.43%
$76.94 - $79.54 $27.4K - $28.3K
24.6K $1.95M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.2K
- 5.12%
$56.47 - $63.69 $67.8K - $76.4K
22.3K $1.4M
MELI
Mercadolibre Inc

Consumer Cyclical
-25
- 12.5%
$1591.44 - $2140.1 $39.8K - $53.5K
175 $358K
XLV
Select Sector Spdr Fund Health

ETFs
-105
- 1.77%
$143.3 - $157.24 $15K - $16.5K
5.82K $896K
TRV
Travelers Companies, Inc.

Financial Services
-204
- 7.13%
$201.87 - $242.35 $41.2K - $49.4K
2.66K $622K
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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