Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 94,936 | -1,450 | $18,278 |
AAPL | 94,936 | -1,450 | $18,278 |
MICROSOFT CORP | 35,374 | -448 | $13,302 |
MSFT | 35,374 | -448 | $13,302 |
VANGUARD INDEX FDS (VB) | 44,515 | +3,440 | $9,496 |
VB | 44,515 | +3,440 | $9,496 |
VANGUARD INDEX FDS (VUG) | 29,190 | +4,770 | $9,075 |
VUG | 29,190 | +4,770 | $9,075 |
VANGUARD INDEX FDS (VO) | 37,956 | +3,287 | $8,830 |
VO | 37,956 | +3,287 | $8,830 |
SPDR S&P 500 ETF TR (SPY) | 15,540 | +1,060 | $7,386 |
SPY | 15,540 | +1,060 | $7,386 |
SPDR SER TR (SDY) | 55,114 | +6,506 | $6,888 |
SDY | 55,114 | +6,506 | $6,888 |
AMAZON COM INC | 41,397 | +10,833 | $6,290 |
AMZN | 41,397 | +10,833 | $6,290 |
ISHARES TR (EFA) | 80,384 | +15,670 | $6,057 |
EFA | 80,384 | +15,670 | $6,057 |
CATERPILLAR INC | 18,128 | -500 | $5,360 |
CAT | 18,128 | -500 | $5,360 |
HOME DEPOT INC | 14,663 | -1,262 | $5,081 |
HD | 14,663 | -1,262 | $5,081 |
EXXON MOBIL CORP | 48,681 | -7,068 | $4,867 |
XOM | 48,681 | -7,068 | $4,867 |
JOHNSON & JOHNSON | 30,675 | -457 | $4,808 |
JNJ | 30,675 | -457 | $4,808 |
WISDOMTREE TR | 55,249 | +5,180 | $3,883 |
DGRW | 55,249 | +5,180 | $3,883 |
ALPHABET INC | 27,643 | +8 | $3,861 |
GOOGL | 27,643 | +8 | $3,861 |
VISA INC | 13,637 | -150 | $3,550 |
V | 13,637 | -150 | $3,550 |
ISHARES TR (QUAL) | 23,938 | +863 | $3,522 |
QUAL | 23,938 | +863 | $3,522 |
MERCK & CO INC | 30,471 | -1,076 | $3,322 |
MRK | 30,471 | -1,076 | $3,322 |
META PLATFORMS INC | 9,245 | -378 | $3,272 |
META | 9,245 | -378 | $3,272 |
ISHARES TR (IGSB) | 63,296 | -2,050 | $3,246 |
IGSB | 63,296 | -2,050 | $3,246 |
WALMART INC | 20,272 | -453 | $3,196 |
WMT | 20,272 | -453 | $3,196 |
JPMORGAN CHASE & CO | 18,197 | -1,048 | $3,095 |
JPM | 18,197 | -1,048 | $3,095 |
PROCTER AND GAMBLE CO | 20,924 | -2,104 | $3,066 |
PG | 20,924 | -2,104 | $3,066 |
ISHARES TR (IWV) | 10,883 | UNCH | $2,979 |
IWV | 10,883 | UNCH | $2,979 |
ISHARES TR (USMV) | 36,633 | +1,185 | $2,858 |
USMV | 36,633 | +1,185 | $2,858 |
PEPSICO INC | 16,024 | -59 | $2,722 |
PEP | 16,024 | -59 | $2,722 |
THERMO FISHER SCIENTIFIC INC | 4,941 | +1 | $2,623 |
TMO | 4,941 | +1 | $2,623 |
INVESCO EXCH TRADED FD TR II (PXH) | 135,984 | +27,710 | $2,597 |
PXH | 135,984 | +27,710 | $2,597 |
ISHARES TR (EEM) | 62,759 | +11,340 | $2,524 |
EEM | 62,759 | +11,340 | $2,524 |
COSTCO WHSL CORP NEW | 3,717 | -207 | $2,454 |
COST | 3,717 | -207 | $2,454 |
SPDR GOLD TR (GLD) | 12,765 | +1,028 | $2,440 |
GLD | 12,765 | +1,028 | $2,440 |
SPDR SER TR (FLRN) | 78,878 | UNCH | $2,413 |
FLRN | 78,878 | UNCH | $2,413 |
ILLINOIS TOOL WKS INC | 8,913 | -24 | $2,335 |
ITW | 8,913 | -24 | $2,335 |
UNITEDHEALTH GROUP INC | 3,984 | +47 | $2,097 |
UNH | 3,984 | +47 | $2,097 |
ABBVIE INC | 13,078 | -182 | $2,027 |
ABBV | 13,078 | -182 | $2,027 |
ELI LILLY & CO | 3,433 | -52 | $2,001 |
LLY | 3,433 | -52 | $2,001 |
VANGUARD SCOTTSDALE FDS (VCSH) | 24,931 | -1,582 | $1,929 |
VCSH | 24,931 | -1,582 | $1,929 |
INTERNATIONAL BUSINESS MACHS | 11,637 | -25 | $1,903 |
IBM | 11,637 | -25 | $1,903 |
VANGUARD SPECIALIZED FUNDS (VIG) | 10,919 | +7 | $1,861 |
VIG | 10,919 | +7 | $1,861 |
ISHARES TR (ACWI) | 18,201 | +1,443 | $1,852 |
ACWI | 18,201 | +1,443 | $1,852 |
MCDONALDS CORP | 6,199 | -233 | $1,838 |
MCD | 6,199 | -233 | $1,838 |
VANGUARD INDEX FDS (VOO) | 4,119 | +141 | $1,799 |
VOO | 4,119 | +141 | $1,799 |
BERKSHIRE HATHAWAY INC DEL | $1,677 | ||
BRK.B | 4,703 | -107 | $1,677 |
ABBOTT LABS | 15,227 | +21 | $1,676 |
ABT | 15,227 | +21 | $1,676 |
VANGUARD TAX MANAGED FDS (VEA) | 34,800 | UNCH | $1,667 |
VEA | 34,800 | UNCH | $1,667 |
CHUBB LIMITED | 7,338 | -11 | $1,658 |
CB | 7,338 | -11 | $1,658 |
VANGUARD INTL EQUITY INDEX F (VWO) | 40,159 | -4,820 | $1,651 |
VWO | 40,159 | -4,820 | $1,651 |
CHEVRON CORP NEW | 11,036 | -554 | $1,646 |
CVX | 11,036 | -554 | $1,646 |
IDEXX LABS INC | 2,858 | +220 | $1,586 |
IDXX | 2,858 | +220 | $1,586 |
ACCENTURE PLC IRELAND | 4,490 | -11 | $1,576 |
ACN | 4,490 | -11 | $1,576 |
See Full List: All Stocks Held By Aries Wealth Management
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Aries Wealth Management
Size ($ in 1000's)
At 12/31/2023: $280,421 At 09/30/2023: $255,311 Aries Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aries Wealth Management 13F filings. Link to 13F filings: SEC filings |