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Aries Wealth Management

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
AMAZON COM INC AMZNCommon29,8135923,886,423,0001,431,859,0001.51  Hist 06/30/2023
iSHARES TRUST EFAVCommon18,60413,4821,255,770,000930,088,0000.49  Hist 06/30/2023
VANGUARD INDEX FUNDS VBETF40,4111,5128,037,344,000897,822,0003.12  Hist 06/30/2023
VANGUARD INDEX FDS MID CAP VOSTOCK33,9671,2427,478,175,000808,493,0002.90  Hist 06/30/2023
ISHARES MSCI EAFE INDEX FUND EFAETF62,1093,7524,502,903,000672,350,0001.75  Hist 06/30/2023
iSHARES TRUST QUALCommon22,2361,4802,998,969,000633,615,0001.16  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD34,80011,5001,607,064,000629,163,0000.62  Hist 06/30/2023
NVIDIA CORP NVDACommon1,837146777,088,000529,965,0000.300.00 Hist 06/30/2023
WisdomTree Trust DGRWCommon44,2423,3682,949,172,000482,017,0001.14  Hist 06/30/2023
ELI LILLY & Co LLYCommon3,707341,738,509,000394,779,0000.670.00 Hist 06/30/2023
iSHARES TRUST ACWICommon Stock10,6893,0101,025,503,000373,709,0000.40  Hist 06/30/2023
SPDR GOLD TRUST GLDGOLD SHS11,8301,5442,108,934,000364,017,0000.82  Hist 06/30/2023
iSHARES TRUST EEMCommon49,8197,1911,970,840,000355,239,0000.76  Hist 06/30/2023
Invesco Exchange-Traded Fund Trust II PXHExchange Traded Fund84,92014,4901,582,909,000341,932,0000.61  Hist 06/30/2023
IDEXX LABORATORIES INC /DE IDXXCommon2,6072071,309,314,000330,210,0000.51  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK3,7581041,530,756,000246,843,0000.59  Hist 06/30/2023
FEDEX CORP FDXCommon2,92316724,612,000221,120,0000.280.00 Hist 06/30/2023
GENERAL ELECTRIC CO GEStock7,028375772,026,000214,571,0000.300.00 Hist 06/30/2023
Invesco Exchange-Traded Fund Trust II PXFExchange Traded Fund22,2713,2351,001,304,000210,549,0000.39  Hist 06/30/2023
WASTE MANAGEMENT INC WMCommon8,0904571,402,968,000205,503,0000.540.00 Hist 06/30/2023
iSHARES TRUST USMVCommon34,6671,7402,576,798,000202,761,0001.00  Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon17,67262,570,216,000201,205,0001.00  Hist 06/30/2023
iSHARES TRUST SHVCommon9,5171,7201,051,153,000194,107,0000.41  Hist 06/30/2023
Alphabet Inc. GOOGCOM4,217460510,130,000176,771,0000.20  Hist 06/30/2023
VANECK VECTORS ETF TR GOLD MINERS GDXSTOCK33,8324,4391,018,682,000176,279,0000.39  Hist 06/30/2023
iSHARES TRUST IWFCommon1,978229544,306,000169,600,0000.21  Hist 06/30/2023
CATERPILLAR INC CATCommon18,1281004,460,394,000141,606,0001.73  Hist 06/30/2023
iSHARES TRUST SHY1-3 YR TRS BD8,5681,240694,693,00099,879,0000.27  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLVCommon6,045705802,353,00076,914,0000.31  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VGITCommon5,5701,124326,736,00066,734,0000.13  Hist 06/30/2023
ECOLAB INC. ECLCommon1,57510294,037,00066,236,0000.110.00 Hist 06/30/2023
Monster Beverage Corp MNSTCommon9,7004,850557,168,00064,747,0000.220.00 Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLPCommon9,877898732,577,00063,193,0000.28  Hist 06/30/2023
CONSTELLATION BRANDS, INC. STZCL A2,86555705,162,00053,944,0000.27  Hist 06/30/2023
iSHARES TRUST EEMVCommon9,948653546,941,00053,841,0000.21  Hist 06/30/2023
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