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Aries Wealth Management

Q1 2018 Holdings

Filed 2018-04-17 | 127 holdings | $678.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cisco SYS Inc(CSCO)COM17275R102$576.0K13,54684.9%
Apple Inc(AAPL)COM037833100$5.0K28,8550.7%
Vanguard Index FDS(VB)SMALL CP ETF922908751$3.9K26,2540.6%
Exxon Mobil Corp(XOM)COM30231G102$3.2K42,0220.5%
Vanguard Index FDS(VO)MID CAP ETF922908629$3.1K20,3280.5%
Ishares TR(IGSB)1 3 YR CR BD ETF464288646$3.1K30,1350.5%
Spdr Series Trust(SDY)S&P DIVID ETF78464A763$3.0K32,8870.4%
Microsoft Corp(MSFT)COM594918104$2.6K28,4740.4%
Facebook Inc(META)CL A30303M102$2.3K14,1510.3%
Vanguard Index FDS(VUG)GROWTH ETF922908736$2.1K14,8870.3%
Independent Bank Corp Mass(INDB)COM453836108$2.1K28,7400.3%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$2.0K43,0850.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.0K7,3910.3%
Johnson & Johnson(JNJ)COM478160104$1.9K14,7450.3%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$1.9K24,1790.3%
Dowdupont IncCOM26078J100$1.9K28,6270.3%
3M Co(MMM)COM88579Y101$1.8K8,4390.3%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$1.7K10,8330.3%
Amazon COM Inc(AMZN)COM023135106$1.7K1,1690.2%
Chevron Corp New(CVX)COM166764100$1.5K12,7160.2%
Bristol Myers Squibb Co(BMY)COM110122108$1.5K23,9230.2%
Pepsico Inc(PEP)COM713448108$1.5K13,2890.2%
Illinois Tool WKS Inc(ITW)COM452308109$1.4K9,0330.2%
JPMorgan Chase & Co(JPM)COM46625H100$1.4K12,0660.2%
Home Depot Inc(HD)COM437076102$1.3K7,7600.2%
Caterpillar Inc del(CAT)COM149123101$1.3K8,5800.2%
Abbvie Inc(ABBV)COM00287Y109$1.3K13,3700.2%
Ishares TR(EFA)MSCI EAFE ETF464287465$1.2K17,4070.2%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.2K1,1560.2%
Mcdonalds Corp(MCD)COM580135101$1.1K6,9600.2%
Visa Inc(V)COM CL A92826C839$1.1K9,1960.2%
Pfizer Inc(PFE)COM717081103$1.1K30,8200.2%
Colgate Palmolive Co(CL)COM194162103$1.1K15,1660.2%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$1.1K13,5770.2%
Intel Corp(INTC)COM458140100$99419,3810.1%
Procter and Gamble Co(PG)COM742718109$96912,3700.1%
International Business Machs(IBM)COM459200101$9255,9510.1%
Honeywell Intl Inc(HON)COM438516106$9036,1990.1%
Thermo Fisher Scientific Inc(TMO)COM883556102$8904,1340.1%
Hexcel Corp New(HXL)COM428291108$86613,3200.1%
Merck & Co Inc(MRK)COM58933Y105$86015,2290.1%
Abbott Labs(ABT)COM002824100$79213,3970.1%
Cigna CorporationCOM125509109$7394,3500.1%
Walmart Inc(WMT)COM931142103$7368,5090.1%
Fedex Corp(FDX)COM31428X106$7273,0530.1%
Chubb Limited(CB)COMH1467J104$7215,3330.1%
Wells Fargo Co New(WFC)COM949746101$71913,6600.1%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$7119,4840.1%
Spdr Series Trust(KRE)S&P REGL BKG78464A698$70911,7230.1%
Toronto Dominion BK ONT(TD)COM NEW891160509$65911,7230.1%
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