- New Purchases: MUB, EDIT, KOD, QCOM, IJR, MCK, UL, PI, JWN, VNQ, XLY, ISRG, PSX, NVTA, OPK, AMC,
- Added Positions: SPTS, IGSB, GLD, BIV, JPST, EEMV, FLNT, BDX, SPY, MGTA, VIG, VCSH, VSTM, TMUS, UNH, MDLZ, RTX, UNP, LIN, MMC, EFA, STZ, CMCSA, CVX, BMY, BLK,
- Reduced Positions: INTC, AAPL, SPLV, XOM, MSFT, MDT, AMZN, TD, CSCO, PLUG, KMB, T, VLUE, INDB, CVS, IBM, TMO, VZ, DIS, MMM, SBUX, CRBP, VOO, XLE, ACN,
- Sold Out: CHD, GIS, BRKL,
For the details of Aries Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/aries+wealth+management/current-portfolio/portfolio
These are the top 5 holdings of Aries Wealth Management- SPDR Portfolio Short Term Treasury ETF (SPTS) - 521,285 shares, 8.07% of the total portfolio. Shares added by 5.07%
- Apple Inc (AAPL) - 94,594 shares, 6.31% of the total portfolio. Shares reduced by 1.47%
- Microsoft Corp (MSFT) - 35,123 shares, 3.90% of the total portfolio. Shares reduced by 1.2%
- Vanguard Small Cap ETF (VB) - 34,838 shares, 3.58% of the total portfolio. Shares reduced by 0.1%
- Vanguard Mid-Cap ETF (VO) - 28,571 shares, 3.07% of the total portfolio. Shares reduced by 0.76%
Aries Wealth Management initiated holding in BTC iShares National Muni Bond ETF. The purchase prices were between $115.08 and $117.2, with an estimated average price of $116.2. The stock is now traded at around $117.090000. The impact to a portfolio due to this purchase was 0.3%. The holding were 5,000 shares as of 2020-12-31.
New Purchase: Editas Medicine Inc (EDIT)Aries Wealth Management initiated holding in Editas Medicine Inc. The purchase prices were between $27.07 and $84.35, with an estimated average price of $41.75. The stock is now traded at around $65.760000. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,000 shares as of 2020-12-31.
New Purchase: Kodiak Sciences Inc (KOD)Aries Wealth Management initiated holding in Kodiak Sciences Inc. The purchase prices were between $60.78 and $154.03, with an estimated average price of $113.22. The stock is now traded at around $164.330000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,000 shares as of 2020-12-31.
New Purchase: Qualcomm Inc (QCOM)Aries Wealth Management initiated holding in Qualcomm Inc. The purchase prices were between $115.47 and $158.8, with an estimated average price of $139.81. The stock is now traded at around $162.420000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,679 shares as of 2020-12-31.
New Purchase: BTC iShares Core S&P Small-Cap ETF (IJR)Aries Wealth Management initiated holding in BTC iShares Core S&P Small-Cap ETF. The purchase prices were between $71.64 and $92.42, with an estimated average price of $82.15. The stock is now traded at around $101.160000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,690 shares as of 2020-12-31.
New Purchase: Impinj Inc (PI)Aries Wealth Management initiated holding in Impinj Inc. The purchase prices were between $25.51 and $44.41, with an estimated average price of $35.06. The stock is now traded at around $61.220000. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,630 shares as of 2020-12-31.
Added: SSgA SPDR Gold Shares (GLD)Aries Wealth Management added to a holding in SSgA SPDR Gold Shares by 43.98%. The purchase prices were between $166.67 and $183.19, with an estimated average price of $176.05. The stock is now traded at around $173.900000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,768 shares as of 2020-12-31.
Added: Vanguard Intermediate-Term Bond ETF (BIV)Aries Wealth Management added to a holding in Vanguard Intermediate-Term Bond ETF by 40.59%. The purchase prices were between $91.58 and $92.85, with an estimated average price of $92.25. The stock is now traded at around $92.100000. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,224 shares as of 2020-12-31.
Added: BTC iShares MSCI Emerging Markets Min Vol Factor E (EEMV)Aries Wealth Management added to a holding in BTC iShares MSCI Emerging Markets Min Vol Factor E by 37.81%. The purchase prices were between $54.1 and $61.3, with an estimated average price of $57.66. The stock is now traded at around $63.410000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,004 shares as of 2020-12-31.
Added: Fluent Inc (FLNT)Aries Wealth Management added to a holding in Fluent Inc by 100.00%. The purchase prices were between $2.3 and $5.88, with an estimated average price of $3.32. The stock is now traded at around $4.550000. The impact to a portfolio due to this purchase was 0.04%. The holding were 30,000 shares as of 2020-12-31.
Added: Magenta Therapeutics Inc (MGTA)Aries Wealth Management added to a holding in Magenta Therapeutics Inc by 50.00%. The purchase prices were between $6.1 and $7.94, with an estimated average price of $7.09. The stock is now traded at around $8.210000. The impact to a portfolio due to this purchase was 0.03%. The holding were 18,000 shares as of 2020-12-31.
Added: Becton, Dickinson and Co (BDX)Aries Wealth Management added to a holding in Becton, Dickinson and Co by 24.00%. The purchase prices were between $227.47 and $252.09, with an estimated average price of $239.1. The stock is now traded at around $258.750000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,152 shares as of 2020-12-31.
Sold Out: Church & Dwight Co Inc (CHD)Aries Wealth Management sold out a holding in Church & Dwight Co Inc. The sale prices were between $83.65 and $95.18, with an estimated average price of $88.44.
Sold Out: General Mills Inc (GIS)Aries Wealth Management sold out a holding in General Mills Inc. The sale prices were between $58.36 and $62.72, with an estimated average price of $60.43.
Sold Out: Brookline Bancorp Inc (BRKL)Aries Wealth Management sold out a holding in Brookline Bancorp Inc. The sale prices were between $8.79 and $12.4, with an estimated average price of $10.89.
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