Aries Wealth Management Reduced Holdings in Q2 2025

Aries Wealth Management

  • $372 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-14K
- 23.92%
$99.93 - $119.04 $1.4M - $1.67M
44.6K $4.81M
UNH
Unitedhealth Group Inc

Healthcare
-3.32K
- 75.33%
$274.35 - $599.47 $911K - $1.99M
1.09K $339K
AAPL
Apple Inc.

Technology
-1.38K
- 1.53%
$172.42 - $223.89 $237K - $308K
88.4K $18.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.58K
- 32.27%
$483.48 - $539.8 $766K - $855K
3.33K $1.62M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-13K
- 69.18%
$73.0 - $85.5 $946K - $1.11M
5.78K $485K
JNJ
Johnson & Johnson

Healthcare
-3.68K
- 12.53%
$146.36 - $159.82 $539K - $588K
25.7K $3.92M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.82K
- 17.43%
$85.42 - $94.39 $583K - $644K
32.3K $3.03M
MRK
Merck & Co., Inc.

Healthcare
-2.24K
- 7.89%
$73.47 - $87.12 $165K - $195K
26.2K $2.07M
VEA
Vanguard Ftse Developed Market

ETFs
-11.9K
- 27.79%
$45.65 - $57.01 $545K - $680K
31K $1.77M
VIG
Vanguard Dividend Appreciation

ETFs
-2.36K
- 25.64%
N/A
6.84K $1.25M
ABBV
Abb Vie Inc.

Healthcare
-150
- 1.13%
$170.16 - $206.27 $25.5K - $30.9K
13.2K $2.44M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-7.06K
- 12.04%
$71.28 - $83.74 $503K - $591K
51.6K $4.32M
PEP
Pepsico Inc

Consumer Defensive
-290
- 1.86%
$128.02 - $151.37 $37.1K - $43.9K
15.3K $2.02M
CVX
Chevron Corp

Energy
-428
- 4.42%
$133.73 - $168.51 $57.2K - $72.1K
9.25K $1.33M
PG
Procter & Gamble CO

Consumer Defensive
-292
- 1.31%
$157.66 - $172.39 $46K - $50.3K
22K $3.51M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.21K
- 11.66%
$152.42 - $182.82 $489K - $587K
24.3K $4.44M
MCD
Mcdonalds Corp

Consumer Cyclical
-414
- 6.73%
$285.55 - $321.23 $118K - $133K
5.74K $1.68M
TRV
Travelers Companies, Inc.

Financial Services
-960
- 26.53%
$233.83 - $276.34 $224K - $265K
2.66K $711K
BMY
Bristol Myers Squibb CO

Healthcare
-685
- 4.76%
$44.12 - $59.6 $30.2K - $40.8K
13.7K $633K
EEMV
Ishares Msci Emerging Markets

ETFs
-4.71K
- 39.66%
$54.12 - $62.8 $255K - $296K
7.17K $450K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.33K
- 8.66%
$79.56 - $82.92 $265K - $276K
35.1K $2.91M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.16K
- 46.86%
$90.56 - $109.49 $195K - $236K
2.45K $267K
XLE
Energy Sector Spdr

ETFs
-1.57K
- 18.85%
$76.44 - $94.13 $120K - $148K
6.74K $571K
STZ
Constellation Brands, Inc.

Consumer Defensive
-770
- 27.31%
$160.0 - $195.62 $123K - $151K
2.05K $333K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.15K
- 16.1%
$152.93 - $181.74 $176K - $210K
6.01K $1.09M
XLV
Select Sector Spdr Fund Health

ETFs
-591
- 10.77%
$128.77 - $144.3 $76.1K - $85.3K
4.89K $659K
NEE
Nextera Energy Inc

Utilities
-1.43K
- 8.54%
$64.11 - $75.0 $91.7K - $107K
15.3K $1.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-494
- 29.08%
$320.42 - $424.58 $158K - $210K
1.21K $511K
CB
Chubb LTD

Financial Services
-10
- 0.13%
$274.32 - $302.46 $2.74K - $3.02K
7.44K $2.16M
KMB
Kimberly Clark Corp

Consumer Defensive
-330
- 10.78%
$126.84 - $145.22 $41.9K - $47.9K
2.73K $352K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-3.73K
- 1.79%
N/A
205K $4.15M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-815
- 22.8%
$69.8 - $85.28 $56.9K - $69.5K
2.76K $228K
COP
Conocophillips

Energy
-142
- 3.68%
$82.66 - $106.1 $11.7K - $15.1K
3.72K $333K
ITW
Illinois Tool Works Inc

Industrials
-211
- 3.34%
$218.41 - $252.43 $46.1K - $53.3K
6.1K $1.51M
ADBE
Adobe Inc.

Technology
-161
- 9.17%
$340.0 - $420.68 $54.7K - $67.7K
1.59K $616K
HD
Home Depot, Inc.

Consumer Cyclical
-154
- 1.02%
$335.24 - $380.78 $51.6K - $58.6K
15K $5.48M
GLD
Spdr Gold Trust

ETFs
-966
- 6.51%
$273.71 - $316.29 $264K - $306K
13.9K $4.23M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-884
- 1.69%
$121.58 - $136.74 $107K - $121K
51.4K $6.98M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-472
- 11.29%
$456.74 - $568.03 $216K - $268K
3.71K $2.11M
CL
Colgate Palmolive CO

Consumer Defensive
-27
- 0.19%
$87.57 - $96.0 $2.36K - $2.59K
13.9K $1.26M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-800
- 2.44%
$50.36 - $50.68 $40.3K - $40.5K
32K $1.62M
SHV
Ishares Tr

ETFs
-335
- 5.02%
$110.06 - $110.46 $36.9K - $37K
6.34K $699K
AMGN
Amgen Inc

Healthcare
-11
- 1.21%
$262.28 - $309.85 $2.89K - $3.41K
898 $250K
XLF
Financial Sector Spdr

ETFs
-1.17K
- 11.38%
$43.92 - $52.37 $51.5K - $61.4K
9.14K $478K
MO
Altria Group, Inc.

Consumer Defensive
-400
- 10.08%
$55.56 - $60.91 $22.2K - $24.4K
3.57K $209K
KO
Coca Cola CO

Consumer Defensive
-218
- 1.76%
$68.37 - $73.9 $14.9K - $16.1K
12.2K $862K
XLU
Utilities Sector Spdr

ETFs
-469
- 12.05%
$73.09 - $82.77 $34.3K - $38.8K
3.42K $279K
CI
Cigna Corp

Healthcare
-85
- 2.17%
$301.89 - $340.04 $25.7K - $28.9K
3.83K $1.27M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-335
- 1.42%
$77.94 - $79.5 $26.1K - $26.6K
23.2K $1.85M
Activity Summary
Buys All Purchases 48 New Holdings 9 Increased Positions 39 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aries Wealth Management Portfolio

Follow Aries Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email