Aries Wealth Management Reduced Holdings in Q3 2024

Aries Wealth Management

  • $359 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-760
- 3.14%
$46.96 - $52.62 $35.7K - $40K
23.5K $1.22M
XLU
Utilities Sector Spdr

ETFs
-125
- 2.95%
$67.67 - $80.78 $8.46K - $10.1K
4.11K $332K
ALL
Allstate Corp

Financial Services
-200
- 7.03%
$158.43 - $192.86 $31.7K - $38.6K
2.65K $501K
UL
Unilever PLC

Consumer Defensive
-200
- 2.97%
$54.7 - $65.59 $10.9K - $13.1K
6.53K $424K
BMY
Bristol Myers Squibb CO

Healthcare
-2.99K
- 14.64%
$39.66 - $51.75 $119K - $155K
17.4K $902K
DHR
Danaher Corp

Healthcare
-41
- 1.77%
$239.25 - $280.76 $9.81K - $11.5K
2.28K $632K
COST
Costco Wholesale Corp

Consumer Defensive
-85
- 2.34%
$801.83 - $917.05 $68.2K - $77.9K
3.55K $3.14M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-9
- 0.26%
$98.71 - $117.61 $888 - $1.06K
3.46K $406K
UNP
Union Pacific Corp

Industrials
-32
- 0.72%
$221.78 - $256.09 $7.1K - $8.19K
4.44K $1.09M
CL
Colgate Palmolive CO

Consumer Defensive
-78
- 0.56%
$95.54 - $108.77 $7.45K - $8.48K
13.9K $1.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20
- 0.46%
$475.2 - $527.7 $9.5K - $10.6K
4.34K $2.29M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-481
- 2.42%
$69.31 - $77.34 $33.3K - $37.2K
19.4K $1.49M
AXP
American Express CO

Financial Services
-36
- 0.98%
$225.92 - $271.17 $8.13K - $9.76K
3.65K $990K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-300
- 0.74%
$41.9 - $48.26 $12.6K - $14.5K
40.2K $1.92M
JNJ
Johnson & Johnson

Healthcare
-2.11K
- 6.77%
$145.48 - $167.38 $308K - $354K
29.1K $4.72M
MCD
Mcdonalds Corp

Consumer Cyclical
-501
- 8.11%
$245.82 - $304.51 $123K - $153K
5.68K $1.73M
TMUS
T Mobile Us, Inc.

Communication Services
-145
- 2.14%
$175.14 - $206.36 $25.4K - $29.9K
6.63K $1.37M
RTX
Raytheon Technologies Corp

Industrials
-58
- 0.54%
$99.55 - $123.34 $5.77K - $7.15K
10.8K $1.31M
LOW
Lowes Companies Inc

Consumer Cyclical
-18
- 0.4%
$213.3 - $270.78 $3.84K - $4.87K
4.46K $1.21M
PI
Impinj Inc

Technology
-500
- 8.88%
$137.66 - $217.83 $68.8K - $109K
5.13K $1.11M
CB
Chubb LTD

Financial Services
-30
- 0.42%
$252.51 - $292.2 $7.58K - $8.77K
7.19K $2.07M
RKLB
Rocket Lab Usa, Inc.

Industrials
-2.95K
- 5.52%
$4.54 - $9.78 $13.4K - $28.9K
50.5K $490K
KKR
Kkr & Co. Inc.

Financial Services
-40
- 0.42%
$104.51 - $133.23 $4.18K - $5.33K
9.44K $1.23M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-82
- 1.67%
$531.86 - $624.21 $43.6K - $51.2K
4.83K $2.99M
WMT
Walmart Inc.

Consumer Defensive
-3.34K
- 5.58%
$66.91 - $81.4 $223K - $272K
56.5K $4.56M
META
Meta Platforms, Inc.

Communication Services
-200
- 2.13%
$453.41 - $572.44 $90.7K - $114K
9.18K $5.26M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.8K
- 3.22%
$125.95 - $142.04 $227K - $256K
54.1K $7.68M
VO
Vanguard Mid Cap ETF

ETFs
-359
- 0.87%
$237.84 - $263.83 $85.4K - $94.7K
41K $10.8M
VB
Vanguard Small Cap ETF

ETFs
-95
- 0.2%
$214.77 - $237.72 $20.4K - $22.6K
47.3K $11.2M
CAT
Caterpillar Inc

Industrials
-100
- 0.55%
$316.8 - $391.12 $31.7K - $39.1K
18K $7.04M
AAPL
Apple Inc.

Technology
-642
- 0.69%
$207.23 - $234.82 $133K - $151K
92.4K $21.5M
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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