Aberdeen Wealth Management LLC Purchases in Q1 2025

Aberdeen Wealth Management LLC

  • $140 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
86.9K
New
$23.03 - $25.01 $2M - $2.17M
86.9K $2.05M
VO
Vanguard Mid Cap ETF

ETFs
1.23K
+ 942.31%
$251.87 - $277.95 $309K - $340K
1.36K $350K
MCK
Mckesson Corp

Healthcare
350
New
$566.21 - $672.99 $198K - $236K
350 $235K
SLV
I Shares Silver Trust

ETFs
7.03K
New
$26.93 - $31.32 $189K - $220K
7.03K $217K
WELL
Welltower Inc.

Real Estate
1.35K
New
$124.05 - $156.86 $167K - $212K
1.35K $206K
XOM
Exxon Mobil Corp

Energy
7
+ 0.05%
$105.44 - $118.93 $738 - $833
13.2K $1.56M
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.04%
$89.14 - $117.41 $267 - $352
7.23K $810K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
385
+ 1.02%
$58.01 - $64.46 $22.3K - $24.8K
38.2K $2.37M
SO
Southern CO

Utilities
4
+ 0.04%
$80.96 - $92.96 $324 - $372
9.17K $843K
DE
Deere & CO

Industrials
31
+ 3.12%
$408.57 - $509.27 $12.7K - $15.8K
1.03K $481K
UL
Unilever PLC

Consumer Defensive
1
+ 0.01%
$54.72 - $60.29 $54.7 - $60.3
13.1K $778K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.01%
$58.74 - $64.87 $117 - $130
14.3K $884K
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.04%
$91.75 - $115.81 $184 - $232
4.48K $439K
PAYX
Paychex Inc

Industrials
3
+ 0.15%
$136.06 - $154.52 $408 - $464
2.06K $317K
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.06%
$158.56 - $176.26 $793 - $881
7.94K $1.35M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.05%
$71.24 - $83.64 $142 - $167
4.2K $328K
NJR
New Jersey Resources Corp

Utilities
1
+ 0.02%
$45.25 - $49.37 $45.3 - $49.4
6.3K $309K
GD
General Dynamics Corp

Industrials
1
+ 0.1%
$241.94 - $272.58 $242 - $273
960 $261K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.03%
$227.69 - $259.76 $228 - $260
3.07K $726K
VIG
Vanguard Dividend Appreciation

ETFs
30
+ 0.07%
N/A
42.1K $7.67M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
140
+ 8.57%
$21.23 - $23.75 $2.97K - $3.33K
1.77K $38K
Vanguard Mun Bd Fds
2.03K
New
N/A
2.03K $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 1.33%
$24.91 - $29.02 $199 - $232
608 $15K
OKE
Oneok Inc

Energy
5
+ 0.24%
$89.57 - $109.85 $448 - $549
2.13K $211K
PEP
Pepsico Inc

Consumer Defensive
67
+ 0.84%
$142.64 - $156.42 $9.56K - $10.5K
8.07K $1.21M
CAT
Caterpillar Inc

Industrials
1
+ 0.05%
$326.75 - $407.63 $327 - $408
2.18K $719K
DIS
Walt Disney CO

Communication Services
201
+ 2.74%
$96.87 - $114.0 $19.5K - $22.9K
7.53K $743K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.03%
$222.66 - $268.42 $445 - $537
6.04K $1.41M
UPS
United Parcel Service Inc

Industrials
4
+ 0.05%
$109.66 - $136.26 $439 - $545
8.38K $921K
NVO
Novo Nordisk A S

Healthcare
60
+ 0.6%
$69.3 - $90.95 $4.16K - $5.46K
10K $697K
GOOGL
Alphabet Inc.

Communication Services
279
+ 2.08%
$154.33 - $206.19 $43.1K - $57.5K
13.7K $2.12M
NVDA
Nvidia Corp

Technology
200
+ 1.14%
$106.98 - $149.43 $21.4K - $29.9K
17.7K $1.92M
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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