Portfolio (Quarterly)
Guide ↗
Aries Wealth Management
· CIK 0001729515| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 9,427 | $867K | 0.19% | SOLD |
| 2 | ADBE | ADOBE INC | Technology | 1,777 | $622K | 0.14% | SOLD |
| 3 | SLV | ISHARES SILVER TR | Financial Services | 6,100 | $393K | 0.09% | SOLD |
| 4 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 3,189 | $265K | 0.06% | SOLD |
| 5 | QCOM | QUALCOMM INC | Technology | 1,511 | $258K | 0.06% | SOLD |
| 6 | INTU | INTUIT | Technology | 388 | $257K | 0.06% | SOLD |
| 7 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 778 | $257K | 0.06% | SOLD |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 500 | $234K | 0.05% | SOLD |
| 9 | PAYX | PAYCHEX INC | Industrials | 2,039 | $229K | 0.05% | SOLD |
| 10 | MHK | MOHAWK INDS INC | Consumer Cyclical | 2,000 | $219K | 0.05% | SOLD |
| 11 | BX | BLACKSTONE INC | Financial Services | 1,333 | $205K | 0.04% | SOLD |
| 12 | — | FUBOTV INC | — | 10,000 | $25K | 0.01% | SOLD |
Sector Allocation
Financial Services
22.2%
Technology
21.0%
Industrials
13.2%
Healthcare
11.8%
Consumer Cyclical
8.6%
Consumer Defensive
8.0%
Communication Services
7.7%
Energy
4.5%
Basic Materials
1.4%
Utilities
1.4%