Aries Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Portland, ME
CIK
0001729515
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 201 280,421 AAPL, MSFT, VB, VUG 13F-HR 1/10/2024 000108514624000167
Q3 2023 200 255,480 AAPL, MSFT, VB, VO 13F-HR 10/19/2023 000108514623003812
Q2 2023 202 257,905 AAPL, MSFT, VB, VO 13F-HR 7/13/2023 000108514623002704
Q1 2023 194 243,858 AAPL, MSFT, VB, VO 13F-HR 4/11/2023 000108514623001630
Q4 2022 190 231,996 AAPL, MSFT, VB, VO 13F-HR 1/18/2023 000108514623000207
Q3 2022 185 225,948 AAPL, MSFT, VB, VO 13F-HR 11/2/2022 000108514622003727
Q2 2022 176 220,247 AAPL, SPTS, MSFT, VB 13F-HR 7/27/2022 000108514622002622
Q1 2022 73 231,003 ISTB, SCHM, IYR, AGG 13F-HR 4/25/2022 000108514622001521
Q4 2021 190 262,422 AAPL, SPTS, MSFT, VB RESTATEMENT 6/6/2022 000108514622002237
Q3 2021 179 236,403 AAPL, SPTS, MSFT, VB 13F-HR 10/12/2021 000108514621002753
Q2 2021 183 233,791 SPTS, AAPL, MSFT, VB 13F-HR 7/13/2021 000108514621001949
Q1 2021 175 222,617 SPTS, AAPL, MSFT, VB 13F-HR 4/20/2021 000108514621001255
Q4 2020 164 200,162 SPTS, AAPL, MSFT, VB 13F-HR 1/22/2021 000108514621000229
Q3 2020 150 176,188 SPTS, AAPL, MSFT, VB 13F-HR 10/14/2020 000108514620002515
Q2 2020 145 163,826 SPTS, AAPL, MSFT, VO 13F-HR 7/9/2020 000108514620001728
Q1 2020 132 131,164 SPTS, AAPL, MSFT, JNJ 13F-HR 4/9/2020 000108514620001043
Q4 2019 161 163,819 SPTS, AAPL, MSFT, VB 13F-HR 1/13/2020 000108514620000119
Q3 2019 158 150,352 SPTS, AAPL, MSFT, VB 13F-HR 10/22/2019 000108514619002612
Q2 2019 159 143,050 AAPL, MSFT, XOM, VB 13F-HR 7/15/2019 000108514619001885
Q1 2019 155 133,747 AAPL, XOM, MSFT, VB 13F-HR 4/9/2019 000108514619001121
Q4 2018 114 94,301 AAPL, VB, SDY, VO 13F-HR 1/15/2019 000108514619000157
Q3 2018 136 111,364 AAPL, VB, VO, XOM 13F-HR 11/14/2018 000108514618002708
Q2 2018 135 108,173 AAPL, VB, XOM, VO 13F-HR 8/7/2018 000108514618001883
Q1 2018 127 103,218 AAPL, VB, XOM, VO 13F-HR 4/17/2018 000108514618001095
Q4 2017 133 108,595 AAPL, VB, XOM, IGSB 13F-HR 2/5/2018 000108514618000329
Additional filings from Aries Wealth Management that have since been restated