Aries Wealth Management

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 25, 2024
Value $
$317M
Signature - Title
Jason Viola - Chief Compliance Officer
Location
70 Center Street, 2 Nd Floor, Portland, ME
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 206 $317M +$10.6M -$5.83M +$4.73M AAPL, MSFT, VUG, VB, VO 13F-HR 7/25/2024, 05:07 PM
Q1 2024 210 $310M +$15.9M -$4.73M +$11.2M AAPL, MSFT, VUG, VB, VO 13F-HR 5/2/2024, 09:19 PM
Q4 2023 201 $280M +$13.7M -$8.47M +$5.25M AAPL, MSFT, VB, VUG, VO 13F-HR 1/10/2024, 02:45 PM
Q3 2023 199 $255M +$11.9M -$2.64M +$9.29M AAPL, MSFT, VB, VO, VUG 13F-HR 10/19/2023, 11:45 AM
Q2 2023 202 $258M +$5.03M -$3.1M +$1.94M AAPL, MSFT, VB, VO, VUG 13F-HR 7/13/2023, 09:55 PM
Q1 2023 194 $244M +$7.76M -$3.65M +$4.11M AAPL, MSFT, VB, VO, SDY 13F-HR 4/11/2023, 03:29 PM
Q4 2022 190 $232M +$10.2M -$4.74M +$5.44M AAPL, MSFT, VB, VO, SDY 13F-HR 1/18/2023, 04:41 PM
Q3 2022 162 $206M +$12.5M -$7.52M +$4.99M AAPL, MSFT, VB, VO, SDY 13F-HR 11/2/2022, 10:42 AM
Q2 2022 175 $220M +$211M -$17.1M +$194M AAPL, SPTS, MSFT, VB, VO 13F-HR 7/27/2022, 09:01 AM
Q1 2022 73 $231M +$218M -$49M +$169M ISTB, SCHM, IYR, AGG, IJR 13F-HR 4/22/2022, 08:00 PM
Q4 2021 189 $262M +$9.62M -$3.26M +$6.36M AAPL, SPTS, MSFT, VB, VO Restatement 6/6/2022, 04:36 PM
Q3 2021 179 $236M +$7.72M -$3.43M +$4.29M AAPL, SPTS, MSFT, VB, VO 13F-HR 10/12/2021, 09:48 PM
Q2 2021 183 $234M +$8.51M -$3.34M +$5.17M SPTS, AAPL, MSFT, VB, VO 13F-HR 7/13/2021, 08:37 PM
Q1 2021 174 $222M +$14.7M -$2.92M +$11.8M SPTS, AAPL, MSFT, VB, VO 13F-HR 4/20/2021, 03:26 PM
Q4 2020 160 $199M +$6.11M -$1.78M +$4.33M SPTS, AAPL, MSFT, VB, VO 13F-HR 1/22/2021, 04:21 PM
Q3 2020 150 $176M +$16.3M -$3.02M +$13.3M SPTS, AAPL, MSFT, VB, VO 13F-HR 10/14/2020, 12:26 PM
Q2 2020 145 $164M +$14M -$2.56M +$11.4M SPTS, AAPL, MSFT, VO, VB 13F-HR 7/9/2020, 04:11 PM
Q1 2020 132 $131M +$4.94M -$1.81M +$3.13M SPTS, AAPL, MSFT, JNJ, SDY 13F-HR 4/9/2020, 08:59 AM
Q4 2019 160 $164M +$5.16M -$2.09M +$3.07M SPTS, AAPL, MSFT, VB, SDY 13F-HR 1/10/2020, 06:07 PM
Q3 2019 157 $150M +$12.2M -$2.33M +$9.91M SPTS, AAPL, MSFT, VB, SDY 13F-HR 10/22/2019, 01:36 PM
Q2 2019 158 $143M +$8M -$1M +$7M AAPL, MSFT, XOM, VB, VO 13F-HR 7/15/2019, 01:48 PM
Q1 2019 155 $134M +$30.8M -$1.24M +$29.6M AAPL, XOM, MSFT, VB, JNJ 13F-HR 4/9/2019, 10:03 AM
Q4 2018 114 $94.3M +$4.65M -$1.3M +$3.35M AAPL, VB, SDY, VO, MSFT 13F-HR 1/15/2019, 03:43 PM
Q3 2018 136 $111M +$3.82M -$664K +$3.15M AAPL, VB, VO, XOM, SDY 13F-HR 11/14/2018, 11:09 AM
Q2 2018 133 $107M +$3.31M -$2.81M +$504K AAPL, VB, XOM, VO, SDY 13F-HR 8/7/2018, 12:46 PM
Q1 2018 127 $103M +$4.66M -$1.21M +$3.45M AAPL, VB, XOM, VO, IGSB 13F-HR 4/17/2018, 04:06 PM
Q4 2017 133 $109M AAPL, VB, XOM, IGSB, VO 13F-HR 2/5/2018, 09:39 AM