/home/gurufocu/public_html/news_read.phpJul 15, 2019 - Aries Wealth Management Buys DuPont de Nemours Inc, JPMorgan Ultra-Short Income, Phillips 66, Sells Vanguard Real Estate, Allergan PLC, General Mills Inc - GuruFocus.com Jul 15, 2019
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Aries Wealth Management Buys DuPont de Nemours Inc, JPMorgan Ultra-Short Income, Phillips 66, Sells Vanguard Real Estate, Allergan PLC, General Mills Inc

Investment company Aries Wealth Management (Current Portfolio) buys DuPont de Nemours Inc, JPMorgan Ultra-Short Income, Phillips 66, SPDR Select Sector Fund - Energy Select Sector, Invesco BulletShares 2022 Corporate Bond, sells Vanguard Real Estate, Allergan PLC, General Mills Inc, United Parcel Service Inc, Twitter Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Aries Wealth Management. As of 2019Q2, Aries Wealth Management owns 155 stocks with a total value of $141 million. These are the details of the buys and sells.

For the details of Aries Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/aries+wealth+management/current-portfolio/portfolioportfolio

These are the top 5 holdings of Aries Wealth Management
  1. Apple Inc (AAPL) - 28,811 shares, 4.16% of the total portfolio. Shares reduced by 0.21%
  2. Microsoft Corp (MSFT) - 39,372 shares, 3.81% of the total portfolio. Shares reduced by 0.68%
  3. Exxon Mobil Corp (XOM) - 60,818 shares, 3.27% of the total portfolio.
  4. Vanguard Small-Cap (VB) - 28,433 shares, 3.19% of the total portfolio. Shares added by 1.27%
  5. Vanguard Mid-Cap (VO) - 25,182 shares, 3.02% of the total portfolio. Shares added by 2.44%
New Purchase: DuPont de Nemours Inc (6D81)

Aries Wealth Management initiated holding in DuPont de Nemours Inc. The purchase prices were between $58.22 and $146.52, with an estimated average price of $85.68. The stock is now traded at around $63.35. The impact to a portfolio due to this purchase was 0.46%. The holding were 8,868 shares as of .

New Purchase: JPMorgan Ultra-Short Income (JPST)

Aries Wealth Management initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $50.27 and $50.49, with an estimated average price of $50.39. The stock is now traded at around $50.43. The impact to a portfolio due to this purchase was 0.28%. The holding were 7,800 shares as of .

New Purchase: Phillips 66 (PSX)

Aries Wealth Management initiated holding in Phillips 66. The purchase prices were between $80.8 and $98.61, with an estimated average price of $89.71. The stock is now traded at around $101.02. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,140 shares as of .

New Purchase: SPDR Select Sector Fund - Energy Select Sector (XLE)

Aries Wealth Management initiated holding in SPDR Select Sector Fund - Energy Select Sector. The purchase prices were between $58.77 and $68.61, with an estimated average price of $64.04. The stock is now traded at around $63.86. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,193 shares as of .

New Purchase: Invesco BulletShares 2022 Corporate Bond (BSCM)

Aries Wealth Management initiated holding in Invesco BulletShares 2022 Corporate Bond. The purchase prices were between $21.01 and $21.43, with an estimated average price of $21.17. The stock is now traded at around $21.37. The impact to a portfolio due to this purchase was 0.17%. The holding were 11,017 shares as of .

New Purchase: SPDR Select Sector Fund - Technology (XLK)

Aries Wealth Management initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $70.63 and $78.96, with an estimated average price of $76.22. The stock is now traded at around $81.41. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,903 shares as of .

Added: The Walt Disney Co (DIS)

Aries Wealth Management added to a holding in The Walt Disney Co by 30.17%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $145.06. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,921 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Aries Wealth Management added to a holding in iShares MSCI EAFE Small-Cap ETF by 74.75%. The purchase prices were between $55.8 and $59.5, with an estimated average price of $57.74. The stock is now traded at around $57.81. The impact to a portfolio due to this purchase was 0.15%. The holding were 8,241 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Aries Wealth Management added to a holding in iShares Edge MSCI Min Vol USA by 41.20%. The purchase prices were between $58.77 and $62.47, with an estimated average price of $60.01. The stock is now traded at around $63.54. The impact to a portfolio due to this purchase was 0.15%. The holding were 11,437 shares as of .

Added: SPDR Select Sector Fund - Financial (XLF)

Aries Wealth Management added to a holding in SPDR Select Sector Fund - Financial by 54.65%. The purchase prices were between $26.01 and $28.07, with an estimated average price of $27.08. The stock is now traded at around $28.16. The impact to a portfolio due to this purchase was 0.14%. The holding were 20,374 shares as of .

Added: iShares Edge MSCI USA Value Factor (VLUE)

Aries Wealth Management added to a holding in iShares Edge MSCI USA Value Factor by 48.21%. The purchase prices were between $74.66 and $83.24, with an estimated average price of $80.13. The stock is now traded at around $82.90. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,114 shares as of .

Added: UnitedHealth Group Inc (UNH)

Aries Wealth Management added to a holding in UnitedHealth Group Inc by 24.63%. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $265.96. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,533 shares as of .

Sold Out: Vanguard Real Estate (VNQ)

Aries Wealth Management sold out a holding in Vanguard Real Estate. The sale prices were between $84.55 and $91.52, with an estimated average price of $87.51.

Sold Out: Allergan PLC (AGN)

Aries Wealth Management sold out a holding in Allergan PLC. The sale prices were between $115.73 and $167.43, with an estimated average price of $138.45.

Sold Out: Twitter Inc (TWTR)

Aries Wealth Management sold out a holding in Twitter Inc. The sale prices were between $33.44 and $40.8, with an estimated average price of $36.67.

Sold Out: United Parcel Service Inc (UPS)

Aries Wealth Management sold out a holding in United Parcel Service Inc. The sale prices were between $92.92 and $114.49, with an estimated average price of $104.04.

Sold Out: Zimmer Biomet Holdings Inc (ZBH)

Aries Wealth Management sold out a holding in Zimmer Biomet Holdings Inc. The sale prices were between $112.14 and $128.84, with an estimated average price of $120.53.

Sold Out: Philip Morris International Inc (PM)

Aries Wealth Management sold out a holding in Philip Morris International Inc. The sale prices were between $76.65 and $88.2, with an estimated average price of $82.67.



Here is the complete portfolio of Aries Wealth Management. Also check out:

1. Aries Wealth Management's Undervalued Stocks
2. Aries Wealth Management's Top Growth Companies, and
3. Aries Wealth Management's High Yield stocks
4. Stocks that Aries Wealth Management keeps buying

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