AW

Aberdeen Wealth Management LLC

13F
Aberdeen Wealth Management LLC
Last update 2025-05-16 159 Stocks (6 new)
Value $145.00 Mil Turnover 2 %
Countries:
Top Holdings: IVOV(7.68%)VIG(5.64%)AAPL(3.47%)MSFT(3.20%)BRK.B(2.92%)
Summary Stock Picks Current Portfolio
Aberdeen Wealth Management LLC... Top Holdings of 2025-03-31 View Full List
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
-4.09%
-3.36%
898.4
 
VIG 		Vanguard Dividend Appreciation FTF
42,129
8,172.5
+0.07%
5.640
0%
0.010
-2.47%
+1.16%
87,865.1
 
AAPL 		Apple Inc
22,626
5,025.8
-18.10%
3.470
-0.86%
0.000
-17.55%
-20.29%
2,974,171.0
Hardware
MSFT 		Microsoft Corp
12,367
4,642.5
-2.32%
3.200
-0.08%
0.000
+15.62%
+9.12%
3,405,368.6
Software
BRK.B 		Berkshire Hathaway Inc
7,962
4,240.4
-14.95%
2.920
-0.41%
0.000
-1.70%
+11.44%
1,089,797.6
Insurance
JPM 		JPMorgan Chase & Co
15,133
3,712.1
0%
2.560
0%
0.000
+0.42%
+11.44%
734,070.0
Banks
ADP 		Automatic Data Processing Inc
11,491
3,511.0
0%
2.420
0%
0.000
+3.26%
+11.18%
131,413.4
Software
VUSB 		Vanguard Ultra-Short Bond ETF
63,423
3,162.0
-8.17%
2.180
-0.19%
0.060
+0.91%
+1.89%
4,949.3
 
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
23,576
2,725.3
0%
1.880
0%
0.030
+10.96%
+11.71%
8,372.3
 
HD 		The Home Depot Inc
7,154
2,621.9
-2.05%
1.810
-0.04%
0.000
-6.80%
-4.98%
365,427.1
Retail - Cyclical

Aberdeen Wealth Management LLC's Historical Top Holdings Breakdowns

Aberdeen Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDX 		Schwab Fundamental U.S. Large Company ETF2025-03-31New Buy
+1.42%
●
23.03 ($24.17) 25.01
$23.62
-2.28%
New holding
86,929
86,929
AAPL 		Apple Inc2025-03-31Reduce
-0.86%
●
209.68 ($231.67) 247.1
$199.13
-14.05%
Reduce -18.1%
22,626
-4,999
SPY 		SPDR S&P 500 ETF Trust2025-03-31Sold Out
-0.51%
●
551.42 ($587.78) 612.93
$589.13
0.23%
Sold Out
0
-1,280
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-0.41%
●
442.66 ($486.15) 534.52
$505.12
3.90%
Reduce -14.95%
7,962
-1,400
EFA 		iShares MSCI EAFE ETF2025-03-31Sold Out
-0.31%
●
74.85 ($80.6) 84.89
$88.64
9.98%
Sold Out
0
-6,017
VO 		Vanguard Mid-Cap ETF2025-03-31Add
+0.22%
●
251.87 ($268.43) 277.95
$269.39
0.36%
Add 942.31%
1,355
1,225
VUSB 		Vanguard Ultra-Short Bond ETF2025-03-31Reduce
-0.19%
●
49.61 ($49.73) 49.89
$49.76
0.05%
Reduce -8.17%
63,423
-5,645
EIX 		Edison International2025-03-31Sold Out
-0.17%
●
50.06 ($57.47) 80.01
$55.74
-3.01%
Sold Out
0
-3,148
MCK 		McKesson Corp2025-03-31New Buy
+0.16%
●
566.21 ($618.25) 672.99
$712.45
15.24%
New holding
350
350
SLV 		iShares Silver Trust2025-03-31New Buy
+0.15%
●
26.93 ($29.06) 31.32
$30.29
4.23%
New holding
7,025
7,025

Aberdeen Wealth Management LLC Total Holding History ($B)

To

Aberdeen Wealth Management LLC's Asset Allocation

To

Aberdeen Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

  • 1

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