Aberdeen Wealth Management LLC Top Holdings and 13F Report (2025) About Aberdeen Wealth Management LLCInvestment ActivityAberdeen Wealth Management LLC has $150.43 million in total holdings as of June 30, 2025.Aberdeen Wealth Management LLC owns shares of 165 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 2.80% of the portfolio was purchased this quarter.About 2.77% of the portfolio was sold this quarter.This quarter, Aberdeen Wealth Management LLC has purchased 159 new stocks and bought additional shares in 37 stocks.Aberdeen Wealth Management LLC sold shares of 17 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P Mid-Cap 400 Value ETF $11,358,740Vanguard Dividend Appreciation ETF $8,622,448Microsoft $6,151,968Apple $4,642,287JPMorgan Chase & Co. $4,387,211 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $816,798 Holding464287465 - iShares MSCI EAFE ETF $537,858 Holding023939101 - AMENTUM HOLDINGS INC COM $224,081 Holding14149Y108 - Cardinal Health $218,904 Holding260003108 - Dover $206,134 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 1,322 shares (about $816.80K)O'Reilly Automotive 7,000 shares (about $630.91K)iShares MSCI EAFE ETF 6,017 shares (about $537.86K)Fastenal 8,480 shares (about $356.16K)Vanguard Ultra-Short Bond ETF 6,530 shares (about $325.62K) Largest Sales this Quarter Vanguard S&P Mid-Cap 400 Value ETF 1,980 shares (about $189.03K)AbbVie 336 shares (about $62.37K)Diageo 397 shares (about $40.03K)Johnson & Johnson 257 shares (about $39.26K)3M 200 shares (about $30.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAberdeen Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVOVVanguard S&P Mid-Cap 400 Value ETF$11,358,740$189,031 ▼-1.6%118,9777.6%ETFVIGVanguard Dividend Appreciation ETF$8,622,4480.0%42,1295.7%ETFMSFTMicrosoft$6,151,968$497 ▲0.0%12,3684.1%Computer and TechnologyAAPLApple$4,642,287$205 ▲0.0%22,6273.1%Computer and TechnologyJPMJPMorgan Chase & Co.$4,387,2110.0%15,1332.9%FinanceBRK.BBerkshire Hathaway$3,867,7060.0%7,9622.6%FinanceADPAutomatic Data Processing$3,544,084$308 ▲0.0%11,4922.4%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$3,488,198$325,618 ▲10.3%69,9532.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,169,939$1,613 ▲0.1%23,5882.1%ETFNVDANVIDIA$2,829,604$31,598 ▲1.1%17,9101.9%Computer and TechnologyVXUSVanguard Total International Stock ETF$2,639,9030.0%38,2101.8%ETFHDHome Depot$2,623,0970.0%7,1541.7%Retail/WholesaleGOOGLAlphabet$2,429,154$17,623 ▲0.7%13,7841.6%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company ETF$2,231,399$98,160 ▲4.6%90,9291.5%ETFABBVAbbVie$2,227,998$62,368 ▼-2.7%12,0031.5%MedicalGLDSPDR Gold Shares$2,169,4770.0%7,1171.4%FinanceDVYiShares Select Dividend ETF$2,014,7270.0%15,1701.3%ETFSDYSPDR S&P Dividend ETF$2,011,324$407 ▲0.0%14,8191.3%ETFAMATApplied Materials$1,923,705$366 ▲0.0%10,5081.3%Computer and TechnologyCLColgate-Palmolive$1,868,0870.0%20,5511.2%Consumer StaplesWMTWalmart$1,850,796$391 ▲0.0%18,9281.2%Retail/WholesaleJNJJohnson & Johnson$1,760,236$39,256 ▼-2.2%11,5241.2%MedicalABTAbbott Laboratories$1,615,408$17,409 ▼-1.1%11,8771.1%MedicalXOMExxon Mobil$1,418,636$755 ▲0.1%13,1600.9%EnergyLOWLowe's Companies$1,339,922$222 ▲0.0%6,0390.9%Retail/WholesaleJJacobs Solutions$1,285,8450.0%9,7820.9%Business ServicesPGProcter & Gamble$1,265,761$797 ▲0.1%7,9450.8%Consumer StaplesCICigna Group$1,239,8090.0%3,7500.8%MedicalAMGNAmgen$1,228,0230.0%4,3980.8%MedicalKOCocaCola$1,196,003$13,867 ▼-1.1%16,9050.8%Consumer StaplesUNPUnion Pacific$1,142,8070.0%4,9670.8%TransportationMDTMedtronic$1,105,2430.0%12,6790.7%MedicalPEPPepsiCo$1,066,200$264 ▲0.0%8,0750.7%Consumer StaplesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,040,9100.0%16,5750.7%ETFCSCOCisco Systems$978,145$16,721 ▼-1.7%14,0980.7%Computer and TechnologySNPSSynopsys$974,0920.0%1,9000.6%Computer and TechnologyCHKPCheck Point Software Technologies$970,183$4,425 ▼-0.5%4,3850.6%Computer and TechnologyAMZNAmazon.com$964,221$21,939 ▲2.3%4,3950.6%Retail/WholesaleRTXRTX$962,7100.0%6,5930.6%AerospaceXLVHealth Care Select Sector SPDR Fund$959,840$16,849 ▼-1.7%7,1210.6%ETFMAMastercard$947,1160.0%1,6850.6%Business ServicesDISWalt Disney$934,1070.0%7,5330.6%Consumer DiscretionaryIAUiShares Gold Trust$929,9120.0%14,9120.6%FinanceWMWaste Management$909,5620.0%3,9750.6%Business ServicesGOOGAlphabet$900,708$177 ▲0.0%5,0780.6%Computer and TechnologySTZConstellation Brands$897,1810.0%5,5150.6%Consumer StaplesWATWaters$894,2410.0%2,5620.6%MedicalTXNTexas Instruments$867,8510.0%4,1800.6%Computer and TechnologyMETAMeta Platforms$858,368$18,974 ▲2.3%2,2620.6%Computer and TechnologyBKNGBooking$852,0870.0%1470.6%Retail/WholesaleCATCaterpillar$847,3430.0%2,1830.6%IndustrialsUPSUnited Parcel Service$846,435$505 ▲0.1%8,3860.6%TransportationXLEEnergy Select Sector SPDR Fund$844,2840.0%9,9550.6%ETFIBMInternational Business Machines$842,7760.0%2,8590.6%Computer and TechnologySOSouthern$842,626$459 ▲0.1%9,1760.6%UtilitiesBSXBoston Scientific$829,2050.0%7,7200.6%MedicalSPYSPDR S&P 500 ETF Trust$816,798$816,798 ▲New Holding1,3220.5%FinanceCSXCSX$809,2240.0%24,8000.5%TransportationGILDGilead Sciences$802,108$443 ▲0.1%7,2350.5%MedicalNSCNorfolk Southern$785,4420.0%3,0680.5%TransportationEBAYeBay$764,1320.0%10,2620.5%Retail/WholesaleEFXEquifax$752,1730.0%2,9000.5%Business ServicesFASTFastenal$712,320$356,160 ▲100.0%16,9600.5%Retail/WholesaleCOSTCostco Wholesale$708,8110.0%7160.5%Retail/WholesaleCTASCintas$708,7270.0%3,1800.5%Business ServicesMCDMcDonald's$702,3790.0%2,4040.5%Retail/WholesaleKMBKimberly-Clark$702,3560.0%5,4480.5%Consumer StaplesGEGE Aerospace$679,5100.0%2,6400.5%AerospaceORLYO'Reilly Automotive$675,976$630,911 ▲1,400.0%7,5000.4%Retail/WholesaleAXPAmerican Express$662,2020.0%2,0760.4%FinanceLLYEli Lilly and Company$604,9160.0%7760.4%MedicalBACBank of America$594,2450.0%12,5580.4%FinanceCVXChevron$578,7740.0%4,0420.4%EnergyORCLOracle$561,8800.0%2,5700.4%Computer and TechnologyITWIllinois Tool Works$558,564$247 ▲0.0%2,2590.4%IndustrialsSYKStryker$552,696$17,803 ▼-3.1%1,3970.4%MedicalAEPAmerican Electric Power$548,1630.0%5,2830.4%UtilitiesLinens N Things Inc$544,2490.0%1,1600.4%CommonIDXXIDEXX Laboratories$540,6310.0%1,0080.4%MedicalEFAiShares MSCI EAFE ETF$537,858$537,858 ▲New Holding6,0170.4%FinanceZTSZoetis$536,9380.0%3,4430.4%MedicalMMCMarsh & McLennan Companies$532,6070.0%2,4360.4%FinanceDEDeere & Company$521,979$508 ▲0.1%1,0270.3%IndustrialsPYPLPayPal$496,3090.0%6,6780.3%Business ServicesVMCVulcan Materials$489,298$10,433 ▼-2.1%1,8760.3%ConstructionNKENIKE$487,694$71 ▲0.0%6,8650.3%Consumer DiscretionaryBRBroadridge Financial Solutions$471,2360.0%1,9390.3%Computer and TechnologyVVisa$470,8210.0%1,3260.3%Business ServicesDEODiageo$469,724$40,034 ▼-7.9%4,6580.3%Consumer StaplesMMM3M$468,662$30,452 ▼-6.1%3,0780.3%Multi-Sector ConglomeratesCTRACoterra Energy$468,5920.0%18,4630.3%EnergySYYSysco$441,8690.0%5,8340.3%Consumer StaplesCORCencora$429,1150.0%1,4310.3%MedicalADIAnalog Devices$425,6390.0%1,7880.3%Computer and TechnologyEXPDExpeditors International of Washington$414,7310.0%3,6300.3%TransportationSBUXStarbucks$410,880$367 ▲0.1%4,4840.3%Retail/WholesaleVOVanguard Mid-Cap ETF$407,152$27,983 ▲7.4%1,4550.3%ETFMELIMercadoLibre$397,2720.0%1520.3%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$397,1020.0%7010.3%ETFTGTTarget$390,8520.0%3,9620.3%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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