Aries Wealth Management
Top Portfolio Positions
161 positions ·
$251,254,684 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
86,348 | $21,914,258 | 8.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,909 | $16,849,659 | 6.71% | |
| MSFT |
Microsoft Corp
Technology
|
35,827 | $13,262,080 | 5.28% | |
| CAT |
Caterpillar Inc
Industrials
|
17,590 | $12,461,811 | 4.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,744 | $9,415,864 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,607 | $9,082,029 | 3.61% | |
| XOM |
Exxon Mobil Corp
Energy
|
41,512 | $7,042,925 | 2.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
54,359 | $6,755,736 | 2.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,970 | $6,276,266 | 2.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
25,486 | $6,229,797 | 2.48% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CPSH
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,986 | 63,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $135,651 | 43,900 | Shares | Sole | 2026-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||