- New Purchases: FTSM, FDC, APA, BND, UNH, LMT, MMP, UTX, AGN, D,
- Added Positions: FLRN, SPY, KRE, VO, VB, V, EFA, VUG, CMCSA, GIS,
- Reduced Positions: BSV, CSJ, JNJ, MSFT, ABBV, PG, SDY, RQI, FB, ABT,
- Sold Out: GS,
For the details of Aries Wealth Management's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Aries+Wealth+Management
These are the top 5 holdings of Aries Wealth Management- Apple Inc (AAPL) - 28,700 shares, 5.05% of the total portfolio. Shares reduced by 0.54%
- Vanguard Small-Cap (VB) - 26,699 shares, 3.91% of the total portfolio. Shares added by 1.69%
- Exxon Mobil Corp (XOM) - 41,470 shares, 3.12% of the total portfolio. Shares reduced by 1.31%
- Vanguard Mid-Cap (VO) - 20,793 shares, 3.11% of the total portfolio. Shares added by 2.29%
- SPDR S&P Dividend (SDY) - 32,016 shares, 2.85% of the total portfolio. Shares reduced by 2.65%
Aries Wealth Management initiated holding in First Trust Enhanced Short Maturity ETF. The purchase prices were between $59.95 and $60.06, with an estimated average price of $60.01. The stock is now traded at around $60.04. The impact to a portfolio due to this purchase was 0.27%. The holding were 4,800 shares as of 2018-06-30.
New Purchase: First Data Corp (FDC)Aries Wealth Management initiated holding in First Data Corp. The purchase prices were between $14.99 and $21.95, with an estimated average price of $18.52. The stock is now traded at around $24.25. The impact to a portfolio due to this purchase was 0.26%. The holding were 12,175 shares as of 2018-06-30.
New Purchase: Vanguard Total Bond Market ETF (BND)Aries Wealth Management initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.33 and $79.8, with an estimated average price of $79.06. The stock is now traded at around $78.91. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,044 shares as of 2018-06-30.
New Purchase: Apache Corp (APA)Aries Wealth Management initiated holding in Apache Corp. The purchase prices were between $37.9 and $46.75, with an estimated average price of $41.5. The stock is now traded at around $46.44. The impact to a portfolio due to this purchase was 0.22%. The holding were 5,069 shares as of 2018-06-30.
New Purchase: UnitedHealth Group Inc (UNH)Aries Wealth Management initiated holding in UnitedHealth Group Inc. The purchase prices were between $217.2 and $255.98, with an estimated average price of $240.1. The stock is now traded at around $258.05. The impact to a portfolio due to this purchase was 0.21%. The holding were 879 shares as of 2018-06-30.
New Purchase: Lockheed Martin Corp (LMT)Aries Wealth Management initiated holding in Lockheed Martin Corp. The purchase prices were between $294.78 and $358.6, with an estimated average price of $322.7. The stock is now traded at around $317.83. The impact to a portfolio due to this purchase was 0.21%. The holding were 686 shares as of 2018-06-30.
Added: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)Aries Wealth Management added to a holding in SPDR Bloomberg Barclays Investment Grade Floating by 50.14%. The purchase prices were between $30.68 and $30.79, with an estimated average price of $30.75. The stock is now traded at around $30.73. The impact to a portfolio due to this purchase was 0.26%. The holding were 27,400 shares as of 2018-06-30.
Added: Corbus Pharmaceuticals Holdings Inc (CRBP)Aries Wealth Management added to a holding in Corbus Pharmaceuticals Holdings Inc by 22.73%. The purchase prices were between $5.05 and $6.8, with an estimated average price of $6.05. The stock is now traded at around $4.79. The impact to a portfolio due to this purchase was 0.02%. The holding were 27,000 shares as of 2018-06-30.
Added: Rite Aid Corp (RAD)Aries Wealth Management added to a holding in Rite Aid Corp by 60.00%. The purchase prices were between $1.55 and $2.11, with an estimated average price of $1.7. The stock is now traded at around $1.71. The impact to a portfolio due to this purchase was 0.02%. The holding were 20,000 shares as of 2018-06-30.
Sold Out: Goldman Sachs Group Inc (GS)Aries Wealth Management sold out a holding in Goldman Sachs Group Inc. The sale prices were between $220.18 and $259.59, with an estimated average price of $238.67.
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