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Aries Wealth Management

Q4 2017 Holdings

Filed 2018-02-05 | 133 holdings | $502.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Akamai Technologies Inc(AKAM)COM00971T101$394.0K6,00078.5%
Apple Inc(AAPL)COM037833100$5.0K27,9001.0%
Vanguard Index FDS(VB)SMALL CP ETF922908751$4.0K25,8540.8%
Exxon Mobil Corp(XOM)COM30231G102$3.9K44,4630.8%
Ishares TR(IGSB)1 3 YR CR BD ETF464288646$3.2K30,5790.6%
Vanguard Index FDS(VO)MID CAP ETF922908629$3.2K19,6980.6%
Spdr Series Trust(SDY)S&P DIVID ETF78464A763$3.0K30,8120.6%
Microsoft Corp(MSFT)COM594918104$2.5K28,0390.5%
Facebook Inc(META)CL A30303M102$2.5K13,5860.5%
Vanguard Index FDS(VUG)GROWTH ETF922908736$2.2K14,5350.4%
Johnson & Johnson(JNJ)COM478160104$2.2K14,6550.4%
Dowdupont IncCOM26078J100$2.1K28,1270.4%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.1K7,6060.4%
Independent Bank Corp Mass(INDB)COM453836108$2.1K28,7400.4%
3M Co(MMM)COM88579Y101$2.1K8,4390.4%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$1.9K38,8670.4%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$1.9K24,1790.4%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$1.8K10,8330.4%
Chevron Corp New(CVX)COM166764100$1.7K13,1510.3%
Home Depot Inc(HD)COM437076102$1.6K7,8690.3%
Pepsico Inc(PEP)COM713448108$1.6K13,1140.3%
Illinois Tool WKS Inc(ITW)COM452308109$1.6K9,0330.3%
Bristol Myers Squibb Co(BMY)COM110122108$1.5K24,4970.3%
Amazon COM Inc(AMZN)COM023135106$1.5K1,1230.3%
Abbvie Inc(ABBV)COM00287Y109$1.4K13,5720.3%
Caterpillar Inc del(CAT)COM149123101$1.4K8,0800.3%
Mcdonalds Corp(MCD)COM580135101$1.3K7,3100.3%
JPMorgan Chase & Co(JPM)COM46625H100$1.2K10,7140.2%
Colgate Palmolive Co(CL)COM194162103$1.2K14,8960.2%
Pfizer Inc(PFE)COM717081103$1.1K30,8200.2%
Procter and Gamble Co(PG)COM742718109$1.1K12,3700.2%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$1.1K13,5770.2%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.0K8890.2%
Honeywell Intl Inc(HON)COM438516106$9846,1990.2%
Cigna CorporationCOM125509109$9584,3500.2%
Merck & Co Inc(MRK)COM58933Y105$95115,5250.2%
Visa Inc(V)COM CL A92826C839$8867,2210.2%
Wells Fargo Co New(WFC)COM949746101$87713,6600.2%
Thermo Fisher Scientific Inc(TMO)COM883556102$8704,0740.2%
Intel Corp(INTC)COM458140100$86919,3810.2%
Hexcel Corp New(HXL)COM428291108$86813,3200.2%
Ishares TR(EFA)MSCI EAFE ETF464287465$86011,6050.2%
State STR Corp(STT)COM857477103$8497,8860.2%
Wal-Mart Stores Inc(WMT)COM931142103$8388,0090.2%
Fedex Corp(FDX)COM31428X106$8082,9460.2%
Abbott Labs(ABT)COM002824100$79513,3970.2%
Chubb Limited(CB)COMH1467J104$7905,3330.2%
Vanguard Index FDS(VNQ)REIT ETF922908553$7469,4840.1%
CVS Health Corp(CVS)COM126650100$7369,2110.1%
International Business Machs(IBM)COM459200101$7024,3210.1%
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