Aries Wealth Management

Aries Wealth Management reported 242 holdings worth US$509M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Aries Wealth Management reported 242 holdings worth US$509M as of Jun 30, 2026. Largest: Apple Inc, Caterpillar, Inc. and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).

Holdings
242
Value as reported
US$509M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc86,337US$25M4.9%
Caterpillar, Inc.17,525US$18.7M3.7%
Alphabet Inc (google) Class C37,563US$13.4M2.6%
Microsoft Corp.35,553US$13.3M2.6%
Amazon.com, Inc.43,427US$10.4M2.0%
Johnson & Johnson25,436US$6.46M1.3%
Meta Platforms, Inc.10,960US$6.17M1.2%
Walmart Inc.54,344US$6.16M1.2%
Jp Morgan Chase & Co.17,372US$5.69M1.1%
Exxon Mobil Corporation41,412US$5.66M1.1%
Home Depot, Inc. (the)14,820US$5.23M1.0%
Eli Lilly And Company4,132US$4.96M0.97%
Visa Inc.13,021US$4.47M0.88%
Costco Wholesale Corporation4,025US$3.77M0.74%
Merck & Company, Inc.25,514US$3.28M0.64%
International Business Machines Corporation11,537US$3.24M0.64%
Abbvie Inc.11,730US$2.95M0.58%
Procter & Gamble Company (the)20,088US$2.95M0.58%
Waste Management, Inc.12,349US$2.75M0.54%
Kla Corporation8,240US$2.49M0.49%
Thermo Fisher Scientific Inc4,748US$2.38M0.47%
Ge Aerospace5,984US$2.24M0.44%
Tjx Companies, Inc. (the)14,450US$2.19M0.43%
Ge Vernova Inc.1,849US$2.17M0.43%
Rtx Corporation10,595US$2.01M0.39%
Texas Instruments Incorporated6,482US$1.93M0.38%
Pepsico, Inc.14,166US$1.92M0.38%
Cisco Systems, Inc.15,559US$1.83M0.36%
Idexx Laboratories, Inc.3,165US$1.67M0.33%
Abbott Laboratories18,281US$1.66M0.33%
Nvidia Corporation8,286US$1.66M0.33%
Illinois Tool Works Inc.6,076US$1.64M0.32%
Chevron Corporation9,607US$1.59M0.31%
Berkshire Hathaway Inc.3,182US$1.59M0.31%
Automatic Data Processing, Inc.7,057US$1.58M0.31%
Mcdonald's Corporation5,802US$1.57M0.31%
Intel Corporation11,131US$1.55M0.31%
Broadcom Inc.4,102US$1.55M0.30%
Blackrock, Inc.1,583US$1.52M0.30%
Union Pacific Corporation5,030US$1.37M0.27%
Rocket Lab Corporation13,076US$1.33M0.26%
Colgate-palmolive Company13,659US$1.25M0.25%
Independent Bank Corp.14,872US$1.25M0.24%
Nextera Energy, Inc.14,114US$1.24M0.24%
Uber Technologies, Inc.16,231US$1.17M0.23%
Lam Research Corporation2,510US$1.09M0.21%
Mastercard Incorporated1,939US$996K0.20%
Lowe's Companies, Inc.4,484US$989K0.19%
Coca-cola Company (the)12,151US$988K0.19%
Axsome Therapeutics, Inc.4,000US$979K0.19%
Kodiak Sciences Inc25,000US$974K0.19%
Servicenow, Inc.9,768US$970K0.19%
Monster Beverage Corporation9,700US$932K0.18%
Mckesson Corporation1,208US$913K0.18%
Emerson Electric Company6,186US$886K0.17%
3m Company5,463US$885K0.17%
The Travelers Companies, Inc.2,658US$877K0.17%
Netflix, Inc.12,070US$862K0.17%
Agnico Eagle Mines Limited5,540US$859K0.17%
Williams-sonoma, Inc.3,583US$835K0.16%
Kkr & Co. Inc.8,864US$814K0.16%
Dell Technologies Inc.1,881US$812K0.16%
State Street Corporation4,779US$811K0.16%
American Express Company2,098US$710K0.14%
Pfizer, Inc.29,237US$704K0.14%
Walt Disney Company (the)7,314US$704K0.14%
Goldman Sachs Group, Inc. (the)644US$651K0.13%
Hubbell Inc1,206US$631K0.12%
Bristol-myers Squibb Company10,794US$622K0.12%
Marsh3,713US$619K0.12%
Shell Plc7,672US$595K0.12%
Mondelez International, Inc.10,125US$586K0.11%
Impinj, Inc.4,000US$573K0.11%
United Rentals, Inc.500US$566K0.11%
Oracle Corporation3,761US$551K0.11%
T-mobile Us, Inc.3,265US$548K0.11%
Renaissancere Holdings Ltd.1,678US$532K0.10%
Salesforce, Inc.3,394US$532K0.10%
Nucor Corporation2,305US$513K0.10%
Unum Group5,736US$513K0.10%
Phillips 662,973US$503K0.10%
Ptc Inc.4,404US$500K0.10%
Ameriprise Financial, Inc.1,081US$496K0.10%
Palo Alto Networks, Inc.1,400US$477K0.09%
The Cigna Group1,727US$476K0.09%
Fedex Corporation1,500US$470K0.09%
Intuitive Surgical, Inc.1,159US$461K0.09%
The Hartford Insurance Group, Inc.3,456US$458K0.09%
O'reilly Automotive, Inc.4,965US$457K0.09%
Parker-hannifin Corporation464US$454K0.09%
Ecolab Inc.1,549US$432K0.08%
Danaher Corporation2,257US$430K0.08%
Ares Management Corporation3,726US$415K0.08%
Aflac Incorporated3,288US$386K0.08%
Crowdstrike Holdings, Inc.500US$382K0.07%
Lockheed Martin Corporation748US$381K0.07%
Conocophillips3,647US$379K0.07%
Carpenter Technology Corporation614US$379K0.07%
Quanta Services, Inc.521US$375K0.07%
Synopsys, Inc.817US$364K0.07%

Every holding of Aries Wealth Management

Source

View original at SEC

Related