Aries Wealth Management Sells in Q4 2024

Aries Wealth Management

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.13K
- 0.95%
$75.1 - $82.99 $84.9K - $93.9K
117K $8.87M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.59K
- 2.95%
$131.66 - $144.0 $210K - $230K
52.5K $6.93M
JNJ
Johnson & Johnson

Healthcare
-730
- 2.51%
$143.34 - $165.86 $105K - $121K
28.4K $4.1M
LLY
Eli Lilly & CO

Healthcare
-105
- 2.51%
$727.2 - $932.06 $76.4K - $97.9K
4.08K $3.15M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-115
- 2.38%
$501.29 - $612.85 $57.6K - $70.5K
4.71K $2.45M
MSFT
Microsoft Corp

Technology
-498
- 1.41%
$406.35 - $454.46 $202K - $226K
34.7K $14.6M
XOM
Exxon Mobil Corp

Energy
-426
- 0.93%
$105.51 - $125.37 $44.9K - $53.4K
45.4K $4.89M
UNH
Unitedhealth Group Inc

Healthcare
-60
- 1.36%
$485.52 - $625.25 $29.1K - $37.5K
4.34K $2.2M
AXP
American Express CO

Financial Services
-1.58K
- 43.25%
$267.35 - $305.57 $422K - $483K
2.07K $615K
VIG
Vanguard Dividend Appreciation

ETFs
-2.05K
- 18.39%
N/A
9.1K $1.66M
ABBV
Abb Vie Inc.

Healthcare
-215
- 1.59%
$164.99 - $203.87 $35.5K - $43.8K
13.3K $2.37M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-405
- 0.85%
$33.77 - $44.09 $13.7K - $17.9K
47.1K $1.6M
IDXX
Idexx Laboratories Inc

Healthcare
-9
- 0.31%
$406.92 - $495.42 $3.66K - $4.46K
2.93K $1.21M
NEE
Nextera Energy Inc

Utilities
-175
- 1.1%
$69.77 - $85.43 $12.2K - $15K
15.7K $1.12M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.26K
- 6.51%
$70.1 - $76.53 $88.6K - $96.7K
18.2K $1.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-656
- 1.63%
$44.04 - $49.49 $28.9K - $32.5K
39.5K $1.74M
CL
Colgate Palmolive CO

Consumer Defensive
-5
- 0.04%
$90.22 - $102.31 $451 - $512
13.9K $1.26M
PG
Procter & Gamble CO

Consumer Defensive
-300
- 1.39%
$161.05 - $179.7 $48.3K - $53.9K
21.2K $3.56M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.14K
- 3.93%
$51.54 - $52.55 $110K - $112K
52.3K $2.7M
XLV
Select Sector Spdr Fund Health

ETFs
-463
- 7.95%
$136.28 - $154.74 $63.1K - $71.6K
5.36K $737K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-251
- 0.42%
$80.93 - $85.66 $20.3K - $21.5K
59.2K $4.79M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.43K
- 7.52%
$48.33 - $49.08 $118K - $119K
29.9K $1.45M
VEU
Vanguard Ftse All World Ex Us

ETFs
-200
- 0.9%
$57.29 - $63.1 $11.5K - $12.6K
22.1K $1.27M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-5.67K
- 36.73%
$23.25 - $23.37 $132K - $133K
9.77K $227K
LOW
Lowes Companies Inc

Consumer Cyclical
-90
- 2.02%
$244.52 - $284.07 $22K - $25.6K
4.37K $1.08M
UL
Unilever PLC

Consumer Defensive
-1.31K
- 20.06%
$56.7 - $64.64 $74.3K - $84.7K
5.22K $295K
DHR
Danaher Corp

Healthcare
-55
- 2.42%
$226.16 - $274.52 $12.4K - $15.1K
2.22K $509K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.05K
- 4.25%
$77.86 - $79.27 $81.4K - $82.9K
23.5K $1.84M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-55
- 0.14%
$88.59 - $94.57 $4.87K - $5.2K
40.6K $3.61M
STZ
Constellation Brands, Inc.

Consumer Defensive
-40
- 1.48%
$219.66 - $257.62 $8.79K - $10.3K
2.67K $589K
ITW
Illinois Tool Works Inc

Industrials
-100
- 1.06%
$253.56 - $278.5 $25.4K - $27.9K
9.36K $2.37M
ADBE
Adobe Inc.

Technology
-30
- 2.37%
$437.39 - $552.96 $13.1K - $16.6K
1.24K $549K
EEMV
Ishares Msci Emerging Markets

ETFs
-356
- 2.82%
$57.85 - $63.11 $20.6K - $22.5K
12.3K $710K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-224
- 0.78%
$176.42 - $186.91 $39.5K - $41.9K
28.5K $5.07M
SHW
Sherwin Williams CO

Basic Materials
-105
- 11.27%
$338.75 - $399.71 $35.6K - $42K
827 $281K
XLP
Consumer Staples Sector Spdr

ETFs
-980
- 16.46%
N/A
4.98K $378K
AMP
Ameriprise Financial Inc

Financial Services
-300
- 21.71%
$473.15 - $574.01 $142K - $172K
1.08K $576K
ECL
Ecolab Inc.

Basic Materials
-170
- 11.53%
$234.32 - $261.43 $39.8K - $44.4K
1.31K $305K
INTC
Intel Corp

Technology
-500
- 3.36%
$19.07 - $26.23 $9.54K - $13.1K
14.4K $288K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-8
- 0.14%
$209.89 - $233.24 $1.68K - $1.87K
5.6K $1.19M
COP
Conocophillips

Energy
-330
- 7.66%
$95.12 - $114.72 $31.4K - $37.9K
3.98K $394K
MMM
3 M CO

Industrials
-100
- 1.71%
$124.74 - $137.12 $12.5K - $13.7K
5.75K $742K
SYK
Stryker Corp

Healthcare
-155
- 20.0%
$345.14 - $392.15 $53.5K - $60.8K
620 $223K
CHD
Church & Dwight CO Inc

Consumer Defensive
-530
- 16.66%
$99.11 - $112.25 $52.5K - $59.5K
2.65K $277K
CEG
Constellation Energy Corp

Utilities
-21
- 1.56%
$224.28 - $285.52 $4.71K - $6K
1.32K $297K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-23
- 0.48%
$442.29 - $483.08 $10.2K - $11.1K
4.76K $2.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-237
- 2.9%
$71.75 - $75.11 $17K - $17.8K
7.94K $570K
XLU
Utilities Sector Spdr

ETFs
-284
- 6.9%
$74.89 - $82.93 $21.3K - $23.6K
3.83K $289K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-100
- 2.91%
$89.81 - $104.0 $8.98K - $10.4K
3.34K $300K
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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