Aries Wealth Management Portfolio Holdings by Sector
Aries Wealth Management
- $359 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VUG VB VO SPY EFA SDY QUAL IWV 76 stocks |
$152,388
42.41% of portfolio
|
34
|
24
|
6
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$21,508
5.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE CHKP TOST AKAM STEM 7 stocks |
$17,556
4.89% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY MRK ABBV PFE BMY AZN AMGN 8 stocks |
$16,959
4.72% of portfolio
|
4
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$10,860
3.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$7,926
2.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX TTE SHEL 4 stocks |
$7,723
2.15% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$7,706
2.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$7,347
2.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$7,037
1.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL UL KMB CHD 5 stocks |
$6,313
1.76% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW GE EMR ETN XYL 5 stocks |
$5,555
1.55% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$5,130
1.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IDXX DHR 3 stocks |
$5,101
1.42% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BLK KKR AMP ARES STT FSK BX 7 stocks |
$4,993
1.39% of portfolio
|
4
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN CTSH 3 stocks |
$4,703
1.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN AVGO NXPI INTC QCOM 6 stocks |
$4,612
1.28% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$4,510
1.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM TD 2 stocks |
$4,169
1.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$3,928
1.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$3,871
1.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB TRV ALL 3 stocks |
$3,195
0.89% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,026
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX RKLB LMT HXL TXT 5 stocks |
$2,756
0.77% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$2,606
0.73% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$2,584
0.72% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT 3 stocks |
$2,426
0.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$2,281
0.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
PI CSCO 2 stocks |
$2,045
0.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$1,729
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS CMCSA 2 stocks |
$1,664
0.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEP 2 stocks |
$1,543
0.43% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$1,528
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TREX CARR 2 stocks |
$1,446
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1,390
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO AXSM VRTX TCRX AMLX EDIT MCRB 7 stocks |
$1,255
0.35% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$1,250
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM ORLY GPC 3 stocks |
$1,154
0.32% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$1,100
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,093
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$1,011
0.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
INDB 1 stocks |
$966
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$936
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
TTD CRM 2 stocks |
$742
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW 2 stocks |
$731
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL UNM 2 stocks |
$722
0.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$696
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$689
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$653
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$651
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$597
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$525
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$453
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$404
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$390
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$369
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$348
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
CCI 1 stocks |
$335
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$318
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$276
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$247
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$224
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$222
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$220
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$216
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$203
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$202
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO 1 stocks |
$14
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|