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Aries Wealth Management

Q1 2021 Holdings

Filed 2021-04-20 | 175 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
T-Mobile US Inc(TMUS)COM872590104$7345,6490.0%
Spdr Gold TR(GLD)GOLD SHS78463V107$7484,5960.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$75412,1430.0%
Coca Cola Co(KO)COM191216100$77214,5510.0%
Waste Mgmt Inc del(WM)COM94106L109$8066,0220.0%
Comcast Corp New(CMCSA)CL A20030N101$83515,6730.0%
Marsh & Mclennan COS Inc(MRSH)COM571748102$8396,6910.0%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$8505,6400.0%
Honeywell Intl Inc(HON)COM438516106$9143,9830.0%
Union PAC Corp(UNP)COM907818108$9244,1520.0%
Raytheon Technologies Corp(RTX)COM75513E101$93612,0110.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$9593,5860.1%
Lowes COS Inc(LOW)COM548661107$9694,8060.1%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$9762,5810.1%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$98918,4190.1%
Accenture PLC Ireland(ACN)SHS CLASS AG1151C101$1.0K3,6840.1%
Automatic Data Processing in(ADP)COM053015103$1.1K5,6090.1%
Vanguard BD Index FDS(BIV)INTERMED TERM921937819$1.1K12,1050.1%
Unitedhealth Group Inc(UNH)COM91324P102$1.1K2,9320.1%
Cigna Corp New(CI)COM125523100$1.1K4,5440.1%
Vanguard Malvern FDS(VTIP)STRM INFPROIDX922020805$1.1K22,0000.1%
Texas Instrs Inc(TXN)COM882508104$1.2K6,1800.1%
Chevron Corp New(CVX)COM166764100$1.2K11,4580.1%
Costco Whsl Corp New(COST)COM22160K105$1.2K3,3490.1%
Colgate Palmolive Co(CL)COM194162103$1.2K15,3730.1%
3M Co(MMM)COM88579Y101$1.2K6,2670.1%
Abbvie Inc(ABBV)COM00287Y109$1.2K11,7680.1%
Ishares TR(VLUE)MSCI USA VALUE46432F388$1.3K12,0270.1%
Nike Inc(NKE)CL B654106103$1.3K9,4560.1%
Chubb Limited(CB)COMH1467J104$1.3K7,6240.1%
Mcdonalds Corp(MCD)COM580135101$1.3K5,7430.1%
Ishares TR(USMV)MSCI USA MIN VOL46429B697$1.4K19,0240.1%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$1.5K17,5920.1%
Pfizer Inc(PFE)COM717081103$1.5K39,5860.1%
Bristol-Myers Squibb Co(BMY)COM110122108$1.5K23,5710.1%
International Business Machs(IBM)COM459200101$1.6K11,9870.1%
Disney Walt Co(DIS)COM254687106$1.6K8,5560.1%
Trex Co Inc(TREX)COM89531P105$1.7K17,2000.1%
Independent Bank Corp Mass(INDB)COM453836108$1.9K22,6900.1%
Abbott Labs(ABT)COM002824100$2.0K16,1110.1%
Illinois Tool WKS Inc(ITW)COM452308109$2.0K8,8400.1%
Intel Corp(INTC)COM458140100$2.0K30,5910.1%
Invesco Exchange Traded FD T(SPHQ)S&P500 QUALITY46137V241$2.0K44,1980.1%
Vanguard BD Index FDS(BSV)SHORT TRM BOND921937827$2.1K24,9800.1%
Ishares TR(QUAL)MSCI USA QLT FCT46432F339$2.1K16,7000.1%
Thermo Fisher Scientific Inc(TMO)COM883556102$2.2K4,6200.1%
Pepsico Inc(PEP)COM713448108$2.3K15,8720.1%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$2.3K43,3350.1%
Merck & Co. Inc(MRK)COM58933Y105$2.3K29,8750.1%
Walmart Inc(WMT)COM931142103$2.4K17,5390.1%
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