AW
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Aberdeen Wealth Management LLC13F | |
| Aberdeen Wealth Management LLC | |
| Last update 2025-05-16 | 159 Stocks (6 new) |
| Value $145.00 Mil | Turnover 2 % |
Aberdeen Wealth Management LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 120,957 | 11,133.2 | -1.76% | 7.680 | -0.14% | 1.240 | +11.71% | +3.11% | 900.9 | ||
VIG | Vanguard Dividend Appreciation FTF | 42,129 | 8,172.5 | +0.07% | 5.640 | 0% | 0.010 | +11.22% | +7.49% | 90,421.4 | ||
AAPL | Apple Inc | 22,626 | 5,025.8 | -18.10% | 3.470 | -0.86% | 0.000 | +3.30% | -13.95% | 3,210,605.2 | Hardware | |
MSFT | Microsoft Corp | 12,367 | 4,642.5 | -2.32% | 3.200 | -0.08% | 0.000 | +32.64% | +22.12% | 3,811,125.3 | Software | |
BRK.B | Berkshire Hathaway Inc | 7,962 | 4,240.4 | -14.95% | 2.920 | -0.41% | 0.000 | -9.31% | +6.36% | 1,039,646.9 | Insurance | |
JPM | JPMorgan Chase & Co | 15,133 | 3,712.1 | 0% | 2.560 | 0% | 0.000 | +22.67% | +26.61% | 821,190.2 | Banks | |
ADP | Automatic Data Processing Inc | 11,491 | 3,511.0 | 0% | 2.420 | 0% | 0.000 | +4.52% | +5.73% | 124,346.3 | Software | |
VUSB | Vanguard Ultra-Short Bond ETF | 63,423 | 3,162.0 | -8.17% | 2.180 | -0.19% | 0.060 | +0.88% | +2.36% | 5,298.8 | ||
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 23,576 | 2,725.3 | 0% | 1.880 | 0% | 0.030 | +15.84% | +20.79% | 8,971.9 | ||
HD | The Home Depot Inc | 7,154 | 2,621.9 | -2.05% | 1.810 | -0.04% | 0.000 | +4.67% | -2.61% | 372,222.5 | Retail - Cyclical |
Aberdeen Wealth Management LLC's Historical Top Holdings Breakdowns
Aberdeen Wealth Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2025-03-31 | New Buy New Buy | +1.42% | 23.03 ($24.17) 25.01 | $25.13 | 3.97% | New holding | 86,929 | 86,929 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.86% | 209.68 ($231.67) 247.1 | $214.96 | -7.21% | Reduce -18.1% | 22,626 | -4,999 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Sold Out Sold Out | -0.51% | 551.42 ($587.78) 612.93 | $635.83 | 8.17% | Sold Out | 0 | -1,280 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.41% | 442.66 ($486.15) 534.52 | $482.12 | -0.83% | Reduce -14.95% | 7,962 | -1,400 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Sold Out Sold Out | -0.31% | 74.85 ($80.6) 84.89 | $91.09 | 13.01% | Sold Out | 0 | -6,017 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.22% | 251.87 ($268.43) 277.95 | $288.07 | 7.32% | Add 942.31% | 1,355 | 1,225 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | Reduce Reduce | -0.19% | 49.61 ($49.73) 49.89 | $49.79 | 0.12% | Reduce -8.17% | 63,423 | -5,645 | |
EIX | Edison International | 2025-03-31 | Sold Out Sold Out | -0.17% | 50.06 ($57.47) 80.01 | $51.31 | -10.72% | Sold Out | 0 | -3,148 | |
MCK | McKesson Corp | 2025-03-31 | New Buy New Buy | +0.16% | 566.21 ($618.25) 672.99 | $709.58 | 14.77% | New holding | 350 | 350 | |
SLV | iShares Silver Trust | 2025-03-31 | New Buy New Buy | +0.15% | 26.93 ($29.06) 31.32 | $35.50 | 22.16% | New holding | 7,025 | 7,025 |
Aberdeen Wealth Management LLC Total Holding History ($B)
Aberdeen Wealth Management LLC's Asset Allocation
Aberdeen Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Aberdeen Wealth Management LLC's Hypothetical Growth since 2025-03-31
Aberdeen Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aberdeen Wealth Management LLC's Holdings Heat Map
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Aberdeen Wealth Management LLC's Holdings Bubble Chart
Aberdeen Wealth Management LLC News
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