Aries Wealth Management Sells in Q1 2025

Aries Wealth Management

  • $361 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.7K
- 1.86%
$209.68 - $247.1 $357K - $420K
89.8K $19.9M
ITW
Illinois Tool Works Inc

Industrials
-3.05K
- 32.57%
$244.9 - $274.48 $746K - $837K
6.31K $1.56M
FDX
Fedex Corp

Industrials
-1.15K
- 43.35%
$230.33 - $281.53 $264K - $323K
1.5K $365K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-944
- 3.32%
$168.16 - $186.21 $159K - $176K
27.5K $4.7M
RKLB
Rocket Lab Usa, Inc.

Industrials
-6.33K
- 20.39%
$17.12 - $31.57 $108K - $200K
24.7K $441K
VTI
Vanguard Total Stock Market Et

ETFs
-412
- 3.61%
$271.18 - $303.12 $112K - $125K
11K $3M
AVGO
Broadcom Inc.

Technology
-40
- 0.89%
$167.43 - $244.7 $6.7K - $9.79K
4.46K $746K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.76K
- 31.47%
$208.48 - $244.03 $367K - $430K
3.84K $936K
IGM
Ishares Expanded Tech Sector E

ETFs
-1.91K
- 43.31%
$90.81 - $108.46 $173K - $207K
2.5K $227K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-171
- 3.93%
$507.05 - $563.67 $86.7K - $96.4K
4.18K $2.15M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-421
- 2.75%
$62.43 - $84.12 $26.3K - $35.4K
14.9K $970K
WMT
Walmart Inc.

Consumer Defensive
-312
- 0.56%
$84.5 - $105.05 $26.4K - $32.8K
55.5K $4.87M
IVV
Ishares Core S&P 500 ETF

ETFs
-226
- 19.33%
$554.06 - $615.85 $125K - $139K
943 $529K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-588
- 0.99%
$78.0 - $84.37 $45.9K - $49.6K
58.6K $4.64M
DIS
Walt Disney CO

Communication Services
-293
- 3.74%
$96.87 - $114.0 $28.4K - $33.4K
7.54K $744K
PFE
Pfizer Inc

Healthcare
-3.09K
- 9.3%
$25.01 - $27.13 $77.3K - $83.8K
30.1K $763K
HON
Honeywell International Inc

Industrials
-294
- 8.33%
$202.75 - $226.52 $59.6K - $66.6K
3.23K $684K
INDB
Independent Bank Corp

Financial Services
-1.25K
- 7.65%
$60.31 - $70.29 $75.4K - $87.9K
15.1K $946K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-71
- 4.01%
$360.07 - $417.26 $25.6K - $29.6K
1.7K $612K
XLP
Consumer Staples Sector Spdr

ETFs
-1.25K
- 25.17%
N/A
3.72K $283K
STT
State Street Corp

Financial Services
-500
- 9.47%
$84.47 - $102.23 $42.2K - $51.1K
4.78K $427K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.33K
- 4.45%
$51.52 - $52.37 $120K - $122K
49.9K $2.62M
QDF
Flexshares Quality Dividend In

ETFs
-835
- 12.94%
$67.19 - $73.37 $56.1K - $61.3K
5.62K $383K
LMT
Lockheed Martin Corp

Industrials
-54
- 6.72%
$423.19 - $506.29 $22.9K - $27.3K
750 $335K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-2.18K
- 1.03%
N/A
209K $4.23M
INTC
Intel Corp

Technology
-3.25K
- 22.6%
$19.1 - $27.39 $62.1K - $89K
11.1K $252K
CSCO
Cisco Systems, Inc.

Technology
-1.28K
- 7.26%
$58.74 - $64.87 $74.9K - $82.7K
16.3K $1.01M
VGIT
Vanguard Intermediate Term Tre

ETFs
-884
- 5.96%
$57.44 - $59.3 $50.8K - $52.4K
13.9K $826K
BMY
Bristol Myers Squibb CO

Healthcare
-1.62K
- 10.11%
$53.9 - $63.11 $87.2K - $102K
14.4K $876K
EEMV
Ishares Msci Emerging Markets

ETFs
-377
- 3.08%
$57.07 - $59.29 $21.5K - $22.4K
11.9K $692K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-280
- 4.44%
$50.72 - $50.92 $14.2K - $14.3K
6.02K $306K
Lam Research Corp
-390
- 10.8%
N/A
3.22K $0
Grayscale Ethereum Trust ETF
-75
- 0.21%
N/A
36.1K $0
COP
Conocophillips

Energy
-116
- 2.92%
$88.6 - $105.85 $10.3K - $12.3K
3.86K $405K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-51
- 0.28%
$76.94 - $78.24 $3.92K - $3.99K
18K $1.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-440
- 1.11%
$42.5 - $46.71 $18.7K - $20.6K
39.1K $1.77M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-42
- 0.14%
$48.43 - $49.86 $2.03K - $2.09K
29.9K $1.49M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.48K
- 3.65%
$87.68 - $94.52 $130K - $140K
39.1K $3.67M
VEU
Vanguard Ftse All World Ex Us

ETFs
-120
- 0.54%
$56.51 - $62.98 $6.78K - $7.56K
21.9K $1.34M
AZN
Astrazeneca PLC

Healthcare
-30
- 0.31%
$65.37 - $77.96 $1.96K - $2.34K
9.55K $701K
SHEL
Shell PLC

Energy
-16
- 0.19%
$62.84 - $73.29 $1.01K - $1.17K
8.61K $630K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-150
- 0.29%
$128.74 - $138.67 $19.3K - $20.8K
52.3K $7.03M
CI
Cigna Corp

Healthcare
-2
- 0.05%
$274.49 - $329.0 $549 - $658
3.91K $1.29M
LLY
Eli Lilly & CO

Healthcare
-6
- 0.15%
$725.72 - $929.72 $4.35K - $5.58K
4.08K $3.37M
AEM
Agnico Eagle Mines LTD

Basic Materials
-185
- 1.55%
$79.66 - $108.41 $14.7K - $20.1K
11.7K $1.27M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.6K
- 3.4%
$34.58 - $45.76 $55.4K - $73.4K
45.5K $2.07M
Activity Summary
Buys All Purchases 106 New Holdings 14 Increased Positions 92 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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