Aberdeen Wealth Management LLC Incresed Positions in Q3 2024

Aberdeen Wealth Management LLC

  • $149 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8K
+ 26.82%
$58.03 - $65.37 $464K - $523K
37.8K $2.45M
VIG
Vanguard Dividend Appreciation

ETFs
2.57K
+ 6.51%
$182.15 - $182.15 $467K - $467K
42K $7.65M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.01%
$233.44 - $279.45 $233 - $279
11.8K $3.28M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.06K
+ 10.0%
$112.99 - $126.45 $233K - $260K
22.7K $2.85M
EEMV
Ishares Msci Emerging Markets

ETFs
5.3K
+ 47.01%
$56.77 - $63.31 $301K - $336K
16.6K $1.04M
JPM
Jpmorgan Chase & CO

Financial Services
255
+ 1.68%
$194.9 - $224.8 $49.7K - $57.3K
15.4K $3.25M
CL
Colgate Palmolive CO

Consumer Defensive
375
+ 1.86%
$95.54 - $108.77 $35.8K - $40.8K
20.5K $2.13M
META
Meta Platforms, Inc.

Communication Services
12
+ 0.55%
$453.41 - $572.44 $5.44K - $6.87K
2.19K $1.25M
UL
Unilever PLC

Consumer Defensive
1
+ 0.01%
$54.7 - $65.59 $54.7 - $65.6
14.4K $937K
CTAS
Cintas Corp

Industrials
3.04K
+ 290.43%
$201.38 - $819.83 $611K - $2.49M
4.08K $839K
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.01%
$71.09 - $89.44 $71.1 - $89.4
6.99K $617K
ZTS
Zoetis Inc.

Healthcare
68
+ 1.94%
$172.58 - $196.48 $11.7K - $13.4K
3.57K $696K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.07%
$72.51 - $98.6 $218 - $296
4.48K $436K
CSCO
Cisco Systems, Inc.

Technology
62
+ 0.43%
$44.74 - $53.22 $2.77K - $3.3K
14.5K $770K
ITW
Illinois Tool Works Inc

Industrials
85
+ 3.66%
$233.14 - $263.97 $19.8K - $22.4K
2.41K $630K
PEP
Pepsico Inc

Consumer Defensive
115
+ 1.41%
$161.9 - $179.3 $18.6K - $20.6K
8.27K $1.41M
EIX
Edison International

Utilities
4
+ 0.11%
$71.19 - $87.72 $285 - $351
3.71K $323K
AMGN
Amgen Inc

Healthcare
18
+ 0.4%
$309.38 - $337.38 $5.57K - $6.07K
4.48K $1.44M
SYY
Sysco Corp

Consumer Defensive
38
+ 0.64%
$69.16 - $78.98 $2.63K - $3K
6K $468K
IWM
Ishares Russell 2000 ETF

ETFs
110
+ 15.49%
$200.87 - $224.6 $22.1K - $24.7K
820 $181K
USB
Us Bancorp \De\

Financial Services
7
+ 0.12%
$39.04 - $47.23 $273 - $331
5.69K $260K
PFE
Pfizer Inc

Healthcare
476
+ 2.4%
$27.7 - $31.39 $13.2K - $14.9K
20.3K $587K
NJR
New Jersey Resources Corp

Utilities
1
+ 0.02%
$42.03 - $48.02 $42 - $48
6.3K $297K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
194
+ 55.43%
$59.93 - $66.52 $11.6K - $12.9K
544 $36K
BAC
Bank Of America Corp

Financial Services
300
+ 2.45%
$36.65 - $44.13 $11K - $13.2K
12.6K $498K
DIS
Walt Disney CO

Communication Services
241
+ 3.15%
$85.6 - $98.61 $20.6K - $23.8K
7.88K $757K
SCHW
Schwab Charles Corp

Financial Services
426
+ 11.16%
$61.74 - $76.08 $26.3K - $32.4K
4.24K $275K
WM
Waste Management Inc

Industrials
45
+ 1.1%
$196.96 - $223.45 $8.86K - $10.1K
4.13K $857K
NVDA
Nvidia Corp

Technology
50
+ 0.29%
$98.91 - $134.91 $4.95K - $6.75K
17.5K $2.12M
GOOG
Alphabet Inc.

Communication Services
256
+ 4.98%
$149.54 - $192.66 $38.3K - $49.3K
5.4K $902K
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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