Aries Wealth Management Reduced Holdings in Q3 2025

Aries Wealth Management

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-86
- 1.4%
$232.56 - $304.78 $20K - $26.2K
6.06K $1.49M
META
Meta Platforms, Inc.

Communication Services
-262
- 2.67%
$695.21 - $791.73 $182K - $207K
9.57K $7.03M
BMY
Bristol Myers Squibb CO

Healthcare
-2.61K
- 19.07%
$43.31 - $48.98 $113K - $128K
11.1K $499K
PG
Procter & Gamble CO

Consumer Defensive
-45
- 0.2%
$150.47 - $161.22 $6.77K - $7.25K
22K $3.37M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.67K
- 5.18%
$92.18 - $95.14 $154K - $159K
30.6K $2.92M
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.01%
$288.69 - $310.94 $289 - $311
7.59K $2.23M
DHR
Danaher Corp

Healthcare
-471
- 17.27%
$181.46 - $212.2 $85.5K - $99.9K
2.26K $447K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4
- 0.1%
$196.15 - $217.83 $785 - $871
3.83K $772K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-16
- 0.13%
$60.9 - $70.75 $974 - $1.13K
12.2K $765K
CHD
Church & Dwight CO Inc

Consumer Defensive
-325
- 9.21%
$85.84 - $99.09 $27.9K - $32.2K
3.2K $280K
SHEL
Shell PLC

Energy
-851
- 9.35%
$69.82 - $73.93 $59.4K - $62.9K
8.25K $590K
AMP
Ameriprise Financial Inc

Financial Services
-1
- 0.09%
$486.13 - $544.55 $486 - $545
1.08K $531K
XLE
Energy Sector Spdr

ETFs
-750
- 11.12%
$84.25 - $91.99 $63.2K - $69K
5.99K $535K
ABT
Abbott Laboratories

Healthcare
-1
- 0.01%
$120.51 - $136.62 $121 - $137
17.4K $2.33M
EMR
Emerson Electric CO

Industrials
-150
- 2.2%
$128.6 - $149.63 $19.3K - $22.4K
6.67K $874K
KKR
Kkr & Co. Inc.

Financial Services
-40
- 0.43%
$129.95 - $152.16 $5.2K - $6.09K
9.36K $1.22M
QCOM
Qualcomm Inc

Technology
-168
- 10.01%
$145.84 - $173.55 $24.5K - $29.2K
1.51K $251K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-650
- 0.32%
N/A
204K $4.14M
TTE
Total Energies Se

Energy
-158
- 2.02%
N/A
7.66K $525K
VIG
Vanguard Dividend Appreciation

ETFs
-10
- 0.15%
N/A
6.83K $1.24M
Rocket Lab Corp
-1.27K
- 5.14%
N/A
23.4K $0
Grayscale Ethereum Trust ETF
-215
- 0.61%
N/A
35.1K $0
Lam Research Corp
-220
- 6.83%
N/A
3K $0
SHW
Sherwin Williams CO

Basic Materials
-6
- 0.73%
$330.88 - $375.23 $1.99K - $2.25K
821 $284K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-35
- 0.19%
$78.11 - $79.07 $2.73K - $2.77K
17.9K $1.41M
MA
Mastercard Inc

Financial Services
-15
- 0.78%
$550.18 - $598.96 $8.25K - $8.98K
1.91K $1.09M
MMM
3 M CO

Industrials
-45
- 0.78%
$144.41 - $160.2 $6.5K - $7.21K
5.7K $884K
UNH
Unitedhealth Group Inc

Healthcare
-66
- 6.07%
$237.77 - $353.61 $15.7K - $23.3K
1.02K $352K
EDIT
Editas Medicine, Inc.

Healthcare
-1K
- 7.41%
$2.2 - $3.52 $2.2K - $3.52K
12.5K $43K
VEU
Vanguard Ftse All World Ex Us

ETFs
-975
- 4.74%
$66.38 - $71.68 $64.7K - $69.9K
19.6K $1.4M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
-59
- 1.01%
$53.42 - $57.07 $3.15K - $3.37K
5.77K $329K
COP
Conocophillips

Energy
-1
- 0.03%
$91.0 - $98.99 $91 - $99
3.72K $351K
HUBB
Hubbell Inc

Industrials
-1
- 0.08%
$410.51 - $450.93 $411 - $451
1.23K $527K
MS
Morgan Stanley

Financial Services
-1
- 0.06%
$139.09 - $161.16 $139 - $161
1.71K $271K
AZN
Astrazeneca PLC

Healthcare
-300
- 3.14%
$68.72 - $82.11 $20.6K - $24.6K
9.25K $709K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-65
- 0.57%
$60.01 - $65.01 $3.9K - $4.23K
11.3K $734K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-390
- 0.7%
$26.46 - $28.43 $10.3K - $11.1K
55.1K $1.54M
AVGO
Broadcom Inc.

Technology
-555
- 12.44%
$264.74 - $369.57 $147K - $205K
3.91K $1.29M
NEE
Nextera Energy Inc

Utilities
-407
- 2.65%
$69.77 - $77.54 $28.4K - $31.6K
14.9K $1.13M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-190
- 0.81%
$56.98 - $61.66 $10.8K - $11.7K
23.4K $1.43M
ITW
Illinois Tool Works Inc

Industrials
-1
- 0.02%
$252.31 - $269.41 $252 - $269
6.1K $1.59M
NVDA
Nvidia Corp

Technology
-1.25K
- 10.88%
$153.3 - $186.58 $192K - $233K
10.2K $1.91M
MRK
Merck & Co., Inc.

Healthcare
-150
- 0.57%
$77.6 - $87.37 $11.6K - $13.1K
26K $2.19M
KLAC
Kla Corp

Technology
-1
- 0.12%
$843.9 - $1078.6 $844 - $1.08K
841 $907K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-203
- 0.39%
$84.28 - $89.46 $17.1K - $18.2K
51.4K $4.57M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-49
- 0.2%
$182.33 - $194.5 $8.93K - $9.53K
24.3K $4.72M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-86
- 1.69%
$404.94 - $499.99 $34.8K - $43K
5K $2.42M
ABBV
Abb Vie Inc.

Healthcare
-410
- 3.11%
$184.85 - $231.54 $75.8K - $94.9K
12.8K $2.95M
JNJ
Johnson & Johnson

Healthcare
-142
- 0.55%
$155.17 - $185.42 $22K - $26.3K
25.5K $4.74M
Activity Summary
Buys All Purchases 68 New Holdings 15 Increased Positions 53 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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