Titelia

Holdings of Aries Wealth Management

215 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 34.7 % of the equity sleeve

Sector breakdown

  • Technology 11.0 %
  • Industrials 7.7 %
  • Health care 6.1 %
  • Funds 6.1 %
  • Consumer discretionary 4.8 %
  • Consumer staples 4.5 %
  • Financials 4.4 %
  • Communication 4.4 %
  • Energy 2.1 %
  • Utilities 0.4 %
  • Materials 0.3 %
  • Real estate 0.1 %
  • Unattributed 48.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • GB 0.2 %
  • KY 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US213442M $99.82 %
2GB1740.5K $0.17 %
3KY160.3K $0.01 %

Positions

RankCompanySharesValueWeight
101KKR & Co Inc 8,864819.9K $
102Emerson Electric Co. 6,186810.5K $
1033M Co 5,563807.9K $
104Travelers Cos Inc/The 2,658775.3K $
105Cigna Group/The 2,777740.8K $
106Shell PLC 7,962740.5K $
107Grayscale Bitcoin Trust ETF 13,720723.9K $
108Walt Disney Co/The 7,314704.9K $
109Monster Beverage Corp 9,700702.9K $
110Honeywell International Inc 3,072694.4K $
111iShares Trust 6,051687.4K $
112T-Mobile US Inc 3,265685.7K $
113Axsome Therapeutics Inc 4,000676.1K $
114Bristol-Myers Squibb Co 10,803655.2K $
115Williams-Sonoma Inc 3,583653.3K $
116Select Sector Spdr Trust 13,212652.3K $
117State Street Health Care Select Sector SPDR ETF 4,444651.5K $
118iShares Core S&P 500 ETF 992648K $
119Marsh & McLennan Cos Inc 3,713644K $
120American Express Co 2,098634.6K $
121PTC Inc 4,395626.2K $
122iShares 0-1 Year Treasury Bond ETF 5,609619.2K $
123State Street Corp 4,779604.8K $
124Ishares Gold Trust 6,860604.8K $
125Hubbell Inc 1,206591.8K $
126Mondelez International Inc 9,911571.3K $
127Oracle Corp 3,846565.8K $
128Vanguard Total Bond Market ETF 7,677565.3K $
129Ethereum Investment Trust 32,977562.9K $
130Goldman Sachs Group Inc/The 644544.8K $
131Phillips 66 2,973541.6K $
132Lam Research Corp 2,510536.3K $
133iShares Core MSCI Emerging Markets ETF 7,673535.2K $
134FedEx Corp 1,500534.3K $
135iShares MSCI EAFE Min Vol Factor ETF 5,840533.6K $
136Intuitive Surgical Inc 1,139525.1K $
137iShares Russell 1000 Growth ETF 1,205513.8K $
138Salesforce Inc 2,729509.4K $
139First Trust Exchange-Traded Fund IV 8,500508.1K $
140Intel Corp 11,131491.2K $
141ConocoPhillips 3,709489.6K $
142Ameriprise Financial Inc 1,081480.4K $
143iShares Core S&P Mid-Cap ETF 7,071477.5K $
144Hartford Insurance Group Inc/The 3,456467.4K $
145Vanguard Scottsdale Funds 7,890461.9K $
146State Street SPDR S&P Kensho N 7,890461.4K $
147O'Reilly Automotive Inc 4,965458.3K $
148Lockheed Martin Corp 748452.1K $
149iShares MSCI Emerging Markets Min Vol Factor ETF 6,887445.8K $
150Danaher Corp 2,257427.9K $
151Unum Group 5,736418.9K $
152Parker-Hannifin Corp 464415.4K $
153Vanguard Scottsdale Funds 6,956414.2K $
154Ecolab Inc 1,549412.1K $
155Impinj Inc 4,000410.8K $
156Ares Management Corp 3,726406.5K $
157Alibaba Group Holding Ltd 3,175398.3K $
158Constellation Energy Corp. 1,399390.7K $
159Nucor Corp 2,305389.8K $
160iShares Trust 3,238384K $
161Invesco Solar ETF 6,850381.6K $
162Aflac Inc 3,362368.8K $
163United Rentals Inc 500364.3K $
164Republic Services Inc 1,650361.4K $
165SPDR Series Trust 2,760352.5K $
166Invesco S&P 500 Pure Growth ETF 7,540352.4K $
167Williams Cos Inc/The 4,837352K $
168Xylem Inc/NY 2,800334.6K $
169Select Sector Spdr Trust 2,930319.3K $
170Amgen Inc 898316K $
171Dell Technologies Inc 1,881308.7K $
172State Street SPDR NYSE Technology ETF 1,200306.3K $
173TTM Technologies Inc 3,128304.7K $
174iShares Core S&P Small-Cap ETF 2,446304.1K $
175MercadoLibre Inc 175302.6K $
176Allstate Corp/The 1,443299.2K $
177Synopsys Inc 748296.6K $
178iShares Expanded Tech Sector ETF 2,500296.3K $
179Church & Dwight Co Inc 3,102289.5K $
180Quanta Services Inc 521286K $
181Hexcel Corp 3,500283.3K $
182Morgan Stanley 1,707280.9K $
183Vertex Pharmaceuticals Inc 605270.2K $
184Sherwin-Williams Co/The 821263.2K $
185American Electric Power Co Inc 2,000262.2K $
186State Street Utilities Select Sector SPDR ETF 5,498252.3K $
187Cummins Inc 465250.2K $
188Stryker Corp 760249.7K $
189SELECT SECTOR SPDR TRUST (THE) 2,209244.9K $
190Textron Inc 2,771242.6K $
191Carpenter Technology Corp 614242K $
192CPS Technologies Corp 63,900239K $
193Rockwell Automation Inc 660236.9K $
194Altria Group, Inc. 3,570235.6K $
195BWX Technologies Inc 1,142233.5K $
196Crown Castle Inc 2,829230K $
197Tesla Inc 614228.3K $
198Kimberly-Clark Corp 2,296221.5K $
199Cencora Inc 700219.9K $
200Coupang Inc 11,520217.5K $