StockDriftsStockDriftsTop 50 Aries Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.82% | 86.3K | $21.9M | -1.08%(-939) | $147.89(+103.01%) | 2026-03-31 | |
| EFA | ISHARES TR | 4.2% | 196.7K | $19.1M | +11.32%(+20.00K) | $80.91(+25.73%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.05% | 42.2K | $18.4M | +4.16%(+1.69K) | $42.97(+103.48%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.77% | 65.5K | $17.2M | +12.90%(+7.49K) | $187.72(+50.13%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.7% | 25.9K | $16.8M | +3.26%(+817) | $454.49(+62.64%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.02% | 47.9K | $13.7M | +7.55%(+3.36K) | $56.98(+34.31%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.92% | 35.8K | $13.3M | +0.49%(+175) | $285.57(+47.75%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.74% | 17.6K | $12.5M | -0.92%(-163) | $141.86(+526.21%) | 2026-03-31 | |
| EEM | ISHARES TR | 2.47% | 197.6K | $11.2M | +12.15%(+21.41K) | $45.96(+41.58%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.07% | 32.7K | $9.4M | -0.30%(-100) | $127.74(+210.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.61% | +54.50% |
| Top 20 Holdings Unweighted | +16.65% | +58.74% |
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