Aberdeen Wealth Management LLC Top Holdings and 13F Report (2025)

About Aberdeen Wealth Management LLC

Investment Activity

Aberdeen Wealth Management LLC has $144.97 million in total holdings as of March 31, 2025.
Aberdeen Wealth Management LLC owns shares of 159 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
Approximately 2.36% of the portfolio was purchased this quarter.
About 3.69% of the portfolio was sold this quarter.
This quarter, Aberdeen Wealth Management LLC has purchased 165 new stocks and bought additional shares in 27 stocks.
Aberdeen Wealth Management LLC sold shares of 31 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Vanguard S&P Mid-Cap 400 Value ETF: $11,133,234
Vanguard Dividend Appreciation ETF: $8,172,514
Apple: $5,025,838
Microsoft: $4,642,486
Berkshire Hathaway: $4,240,402

Largest New Holdings this Quarter

808524771 - Schwab Fundamental U.S. Large Company ETF: $2,052,394 Holding
58155Q103 - McKesson: $235,547 Holding
46428Q109 - iShares Silver Trust: $217,705 Holding
95040Q104 - Welltower: $206,834 Holding
922907738 - VANGUARD MUN BD FDS: $200,901 Holding

Largest Purchases this Quarter

Schwab Fundamental U.S. Large Company ETF: 86,929 shares (about $2.05M)
Vanguard Mid-Cap ETF: 1,225 shares (about $316.81K)
McKesson: 350 shares (about $235.55K)
iShares Silver Trust: 7,025 shares (about $217.71K)
Welltower: 1,350 shares (about $206.83K)

Largest Sales this Quarter

Apple: 4,999 shares (about $1.11M)
Berkshire Hathaway: 1,400 shares (about $745.61K)
Vanguard Ultra-Short Bond ETF: 5,645 shares (about $281.43K)
Vanguard S&P Mid-Cap 400 Value ETF: 2,165 shares (about $199.27K)
Microsoft: 294 shares (about $110.37K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVOV Vanguard S&P Mid-Cap 400 Value ETF	$11,133,234	$199,273 ▼	-1.8%	120,957	7.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$8,172,514	$5,820 ▲	0.1%	42,129	5.6%	ETF
AAPL Apple	$5,025,838	$1,110,411 ▼	-18.1%	22,626	3.5%	Computer and Technology
MSFT Microsoft	$4,642,486	$110,366 ▼	-2.3%	12,367	3.2%	Computer and Technology
BRK.B Berkshire Hathaway	$4,240,402	$745,612 ▼	-15.0%	7,962	2.9%	Finance
JPM JPMorgan Chase & Co.	$3,712,125		0.0%	15,133	2.6%	Finance
ADP Automatic Data Processing	$3,510,994		0.0%	11,491	2.4%	Business Services
VUSB Vanguard Ultra-Short Bond ETF	$3,161,975	$281,433 ▼	-8.2%	63,423	2.2%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$2,725,352		0.0%	23,576	1.9%	ETF
HD Home Depot	$2,621,937	$54,975 ▼	-2.1%	7,154	1.8%	Retail/Wholesale
ABBV AbbVie	$2,585,215	$20,323 ▼	-0.8%	12,339	1.8%	Medical
VXUS Vanguard Total International Stock ETF	$2,372,818	$23,908 ▲	1.0%	38,210	1.6%	ETF
GOOGL Alphabet	$2,116,094	$43,145 ▲	2.1%	13,684	1.5%	Computer and Technology
FNDX Schwab Fundamental U.S. Large Company ETF	$2,052,394	$2,052,394 ▲	New Holding	86,929	1.4%	ETF
GLD SPDR Gold Shares	$2,050,692		0.0%	7,117	1.4%	Finance
DVY iShares Select Dividend ETF	$2,037,179		0.0%	15,170	1.4%	ETF
SDY SPDR S&P Dividend ETF	$2,010,255	$9,905 ▼	-0.5%	14,816	1.4%	ETF
JNJ Johnson & Johnson	$1,953,721	$28,026 ▼	-1.4%	11,781	1.3%	Medical
CL Colgate-Palmolive	$1,925,629	$9,370 ▼	-0.5%	20,551	1.3%	Consumer Staples
NVDA NVIDIA	$1,919,410	$21,676 ▲	1.1%	17,710	1.3%	Computer and Technology
WMT Walmart	$1,661,348	$63,473 ▼	-3.7%	18,924	1.1%	Retail/Wholesale
ABT Abbott Laboratories	$1,592,525	$13,133 ▼	-0.8%	12,005	1.1%	Medical
XOM Exxon Mobil	$1,564,275	$833 ▲	0.1%	13,153	1.1%	Energy
AMAT Applied Materials	$1,524,701	$15,964 ▼	-1.0%	10,506	1.1%	Computer and Technology
LOW Lowe's Companies	$1,408,157	$466 ▲	0.0%	6,038	1.0%	Retail/Wholesale
AMGN Amgen	$1,370,191		0.0%	4,398	0.9%	Medical
PG Procter & Gamble	$1,353,088	$852 ▲	0.1%	7,940	0.9%	Consumer Staples
NVS Novartis	$1,341,104		0.0%	12,030	0.9%	Medical
CI The Cigna Group	$1,233,875		0.0%	3,750	0.9%	Medical
KO Coca-Cola	$1,224,745	$7,162 ▼	-0.6%	17,101	0.8%	Consumer Staples
PEP PepsiCo	$1,210,500	$10,046 ▲	0.8%	8,073	0.8%	Consumer Staples
J Jacobs Solutions	$1,182,546	$12,089 ▼	-1.0%	9,782	0.8%	Business Services
UNP Union Pacific	$1,173,404		0.0%	4,967	0.8%	Transportation
MDT Medtronic	$1,139,348	$17,972 ▼	-1.6%	12,679	0.8%	Medical
XLV Health Care Select Sector SPDR Fund	$1,057,988		0.0%	7,246	0.7%	ETF
STZ Constellation Brands	$1,012,113		0.0%	5,515	0.7%	Consumer Staples
CHKP Check Point Software Technologies	$1,003,988	$25,071 ▼	-2.4%	4,405	0.7%	Computer and Technology
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$966,986		0.0%	16,575	0.7%	ETF
WAT Waters	$944,276		0.0%	2,562	0.7%	Medical
XLE Energy Select Sector SPDR Fund	$930,295		0.0%	9,955	0.6%	ETF
MA Mastercard	$923,792		0.0%	1,685	0.6%	Business Services
UPS United Parcel Service	$921,827	$440 ▲	0.0%	8,381	0.6%	Transportation
WM Waste Management	$920,252		0.0%	3,975	0.6%	Business Services
CSCO Cisco Systems	$884,886	$123 ▲	0.0%	14,339	0.6%	Computer and Technology
IAU iShares Gold Trust	$879,212		0.0%	14,912	0.6%	Finance
RTX RTX	$873,309		0.0%	6,593	0.6%	Aerospace
SO Southern	$843,319	$368 ▲	0.0%	9,171	0.6%	Utilities
AMZN Amazon.com	$817,167		0.0%	4,295	0.6%	Retail/Wholesale
SNPS Synopsys	$814,815		0.0%	1,900	0.6%	Computer and Technology
GILD Gilead Sciences	$810,249	$336 ▲	0.0%	7,231	0.6%	Medical
GOOG Alphabet	$793,185		0.0%	5,077	0.5%	Computer and Technology
BSX Boston Scientific	$778,794		0.0%	7,720	0.5%	Medical
UL Unilever	$778,792	$60 ▲	0.0%	13,078	0.5%	Consumer Staples
KMB Kimberly-Clark	$774,815		0.0%	5,448	0.5%	Consumer Staples
TXN Texas Instruments	$751,146		0.0%	4,180	0.5%	Computer and Technology
MCD McDonald's	$750,937	$35,298 ▼	-4.5%	2,404	0.5%	Retail/Wholesale
DIS Walt Disney	$743,460	$19,837 ▲	2.7%	7,533	0.5%	Consumer Discretionary
CSX CSX	$729,864		0.0%	24,800	0.5%	Transportation
NSC Norfolk Southern	$726,560	$237 ▲	0.0%	3,068	0.5%	Transportation
CAT Caterpillar	$719,808	$330 ▲	0.0%	2,183	0.5%	Industrials
ORLY O'Reilly Automotive	$716,290		0.0%	500	0.5%	Retail/Wholesale
IBM International Business Machines	$710,919		0.0%	2,859	0.5%	Computer and Technology
EFX Equifax	$706,324		0.0%	2,900	0.5%	Business Services
NVO Novo Nordisk A/S	$697,178	$4,166 ▲	0.6%	10,040	0.5%	Medical
EBAY eBay	$695,056		0.0%	10,262	0.5%	Retail/Wholesale
BKNG Booking	$677,949		0.0%	147	0.5%	Retail/Wholesale
COST Costco Wholesale	$677,185		0.0%	716	0.5%	Retail/Wholesale
CVX Chevron	$676,186	$22,082 ▼	-3.2%	4,042	0.5%	Energy
FAST Fastenal	$657,624		0.0%	8,480	0.5%	Retail/Wholesale
CTAS Cintas	$653,585		0.0%	3,180	0.5%	Business Services
META Meta Platforms	$641,680		0.0%	2,212	0.4%	Computer and Technology
LLY Eli Lilly and Company	$640,906		0.0%	776	0.4%	Medical
MMC Marsh & McLennan Companies	$594,457		0.0%	2,436	0.4%	Finance
AEP American Electric Power	$577,273		0.0%	5,283	0.4%	Utilities
ZTS Zoetis	$566,890		0.0%	3,443	0.4%	Medical
ITW Illinois Tool Works	$559,896	$36,698 ▼	-6.2%	2,258	0.4%	Industrials
AXP American Express	$558,548		0.0%	2,076	0.4%	Finance
LINDE PLC	$540,142		0.0%	1,160	0.4%	SHS
SYK Stryker	$536,785	$37,225 ▼	-6.5%	1,442	0.4%	Medical
CTRA Coterra Energy	$533,581		0.0%	18,463	0.4%	Energy
DEO Diageo	$529,746	$17,396 ▼	-3.2%	5,055	0.4%	Consumer Staples
GE GE Aerospace	$528,396		0.0%	2,640	0.4%	Industrials
BAC Bank of America	$524,045		0.0%	12,558	0.4%	Finance
DE Deere & Company	$481,693	$14,554 ▲	3.1%	1,026	0.3%	Industrials
MMM 3M	$481,461	$9,694 ▼	-2.0%	3,278	0.3%	Multi-Sector Conglomerates
BR Broadridge Financial Solutions	$470,130		0.0%	1,939	0.3%	Business Services
V Visa	$464,640		0.0%	1,326	0.3%	Business Services
VMC Vulcan Materials	$447,003	$27,063 ▼	-5.7%	1,916	0.3%	Construction
SBUX Starbucks	$439,491	$196 ▲	0.0%	4,480	0.3%	Retail/Wholesale
SYY Sysco	$437,783		0.0%	5,834	0.3%	Consumer Staples
EXPD Expeditors International of Washington	$436,508		0.0%	3,630	0.3%	Transportation
PYPL PayPal	$435,740		0.0%	6,678	0.3%	Computer and Technology
NKE NIKE	$435,704	$7,808 ▼	-1.8%	6,864	0.3%	Consumer Discretionary
IDXX IDEXX Laboratories	$423,310		0.0%	1,008	0.3%	Medical
TGT Target	$413,474		0.0%	3,962	0.3%	Retail/Wholesale
COR Cencora	$397,952		0.0%	1,431	0.3%	Medical
BMY Bristol-Myers Squibb	$382,163		0.0%	6,266	0.3%	Medical
PFE Pfizer	$380,218	$10,085 ▼	-2.6%	15,005	0.3%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$373,969		0.0%	701	0.3%	ETF
FDX FedEx	$371,521		0.0%	1,524	0.3%	Transportation

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Aberdeen Wealth Management LLC Top Holdings and 13F Report (2025)

About Aberdeen Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Aberdeen Wealth Management LLC Top Holdings and 13F Report (2025)

About Aberdeen Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAberdeen Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools