Question 1

What stocks does ARIES WEALTH MANAGEMENT hold in its portfolio?

Accepted Answer

ARIES WEALTH MANAGEMENT's top stock holdings include AAPL, VUG, CAT and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ARIES WEALTH MANAGEMENT's largest stock holdings?

Accepted Answer

ARIES WEALTH MANAGEMENT's largest stock holdings as of their last filing include AAPL (valued at approximately $25.0 million), VUG (valued at approximately $22.5 million), CAT (valued at approximately $18.7 million), EFA (valued at approximately $21.8 million), MSFT (valued at approximately $13.3 million).

Question 3

When was ARIES WEALTH MANAGEMENT's last SEC filing?

Accepted Answer

ARIES WEALTH MANAGEMENT's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ARIES WEALTH MANAGEMENT recently bought or sold?

Accepted Answer

ARIES WEALTH MANAGEMENT's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ARIES WEALTH MANAGEMENT reported?

Accepted Answer

ARIES WEALTH MANAGEMENT's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ARIES WEALTH MANAGEMENT invest in?

Accepted Answer

ARIES WEALTH MANAGEMENT's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.