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Aries Wealth Management

Q4 2018 Holdings

Filed 2019-01-15 | 114 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc(ABBV)COM00287Y109$1.1M12,42041.6%
Costco Whsl Corp New(COST)COM22160K105$635.0K3,11723.1%
Cisco SYS Inc(CSCO)COM17275R102$552.0K12,74620.0%
Akamai Technologies Inc(AKAM)COM00971T101$330.0K5,40012.0%
Apple Inc(AAPL)COM037833100$4.5K28,4250.2%
Vanguard Index FDS(VB)SMALL CP ETF922908751$3.7K28,2390.1%
Spdr Series Trust(SDY)S&P DIVID ETF78464A763$3.4K37,5790.1%
Vanguard Index FDS(VO)MID CAP ETF922908629$3.4K24,3240.1%
Microsoft Corp(MSFT)COM594918104$2.8K27,1740.1%
Exxon Mobil Corp(XOM)COM30231G102$2.7K39,8840.1%
Vanguard Index FDS(VUG)GROWTH ETF922908736$2.6K19,3750.1%
Ishares TR(IGSB)SH TR CRPORT ETF464288646$2.6K49,5060.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2.3K9,0650.1%
Independent Bank Corp Mass(INDB)COM453836108$2.0K27,7400.1%
Facebook Inc(META)CL A30303M102$1.9K14,2380.1%
Amazon COM Inc(AMZN)COM023135106$1.8K1,2180.1%
Johnson & Johnson(JNJ)COM478160104$1.8K13,8970.1%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$1.6K10,8330.1%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$1.5K40,0650.1%
Dowdupont IncCOM26078J100$1.5K27,5130.1%
3M Co(MMM)COM88579Y101$1.4K7,6060.1%
Pepsico Inc(PEP)COM713448108$1.4K12,8740.1%
Chevron Corp New(CVX)COM166764100$1.4K12,5510.0%
Pfizer Inc(PFE)COM717081103$1.3K30,6660.0%
Visa Inc(V)COM CL A92826C839$1.3K9,9710.0%
Home Depot Inc(HD)COM437076102$1.3K7,6130.0%
Caterpillar Inc del(CAT)COM149123101$1.3K9,8700.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$1.3K21,2930.0%
Mcdonalds Corp(MCD)COM580135101$1.2K7,0230.0%
Bristol Myers Squibb Co(BMY)COM110122108$1.2K23,6280.0%
JPMorgan Chase & Co(JPM)COM46625H100$1.2K12,4490.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.2K1,1400.0%
Illinois Tool WKS Inc(ITW)COM452308109$1.1K9,0330.0%
Merck & Co Inc(MRK)COM58933Y105$1.1K14,9090.0%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$1.1K14,2490.0%
Spdr SER TR(FLRN)BLOMBERG BRC INV78468R200$1.0K34,4500.0%
Procter and Gamble Co(PG)COM742718109$1.0K11,3090.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$9554,2690.0%
Cigna Corp New(CI)COM125523100$9284,8850.0%
Abbott Labs(ABT)COM002824100$89112,3130.0%
Intel Corp(INTC)COM458140100$89118,9810.0%
Colgate Palmolive Co(CL)COM194162103$88214,8260.0%
Walmart Inc(WMT)COM931142103$8088,6690.0%
Honeywell Intl Inc(HON)COM438516106$7996,0490.0%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$79110,0640.0%
Hexcel Corp New(HXL)COM428291108$70612,3200.0%
Chubb Limited(CB)COMH1467J104$6915,3490.0%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$6869,2060.0%
Nike Inc(NKE)CL B654106103$6829,2000.0%
International Business Machs(IBM)COM459200101$6425,6510.0%
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