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  Name: Aries Wealth Management
  City: Portland
  State: ME
  Zip: 04101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $310,295,000
  Total Value Change : $29,874,000
  Securities Held Change : 9
   
All Securities Held : 210
  New Positions : 14
  Closed Positions : 5
  Increased Positions : 55
  Unchanged Positions : 75
  Decreased Positions : 66

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 81 New $0.00 $986,000 15,614 0.32% 986,000 15,614 0.003    N/A
   (SUSL)1 Year Chart         SUSL Ishares Esg Msci Usa Leader... 118 New $0.00 $561,000 5,976 0.18% 561,000 5,976 0.014    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 135 New $96.77 $416,000 4,248 0.13% 416,000 4,248 0    Closed - End Fund - E...
   (CCI)1 Year Chart         CCI Crown Castle International ... 162 New $102.89 $299,000 2,829 0.1% 299,000 2,829 0.001    Integrated Telecommun...
   (EASG)1 Year Chart         EASG Xtrackers Msci Eafe Esg Lea... 170 New $0.00 $284,000 9,085 0.09% 284,000 9,085 0.101    N/A
   (CEG)1 Year Chart         CEG Constellation Energy Corp 180 New $213.11 $256,000 1,385 0.08% 256,000 1,385 0    N/A
   (TOST)1 Year Chart         TOST Toast, Inc. 186 New $26.99 $241,000 9,660 0.08% 241,000 9,660 0.002    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 187 New $1,395.29 $239,000 180 0.08% 239,000 180 0    Semiconductor- Broad...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 188 New $94.96 $238,000 2,518 0.08% 238,000 2,518 0    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 194 New $60.31 $218,000 3,585 0.07% 218,000 3,585 0.003    Closed - End Fund - E...
   (LDEM)1 Year Chart         LDEM Ishares Esg Msci Em Leaders... 196 New $0.00 $218,000 4,980 0.07% 218,000 4,980 0    N/A
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 197 New $551.69 $214,000 385 0.07% 214,000 385 0.002    Closed - End Fund - E...
   (PHO)1 Year Chart         PHO Invesco Water Resource Port 199 New $68.41 $213,000 3,200 0.07% 213,000 3,200 0.012    Closed - End Fund - Debt
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 200 New $81.86 $213,000 2,341 0.07% 213,000 2,341 0    N/A
      14 Records Found
  1    
Page 1 of 1
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