Aberdeen Wealth Management LLC Reduced Holdings in Q4 2024

Aberdeen Wealth Management LLC

  • $141 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
-1.38K
- 11.5%
$161.44 - $213.89 $223K - $295K
10.6K $1.73M
HD
Home Depot, Inc.

Consumer Cyclical
-725
- 9.03%
$385.02 - $431.37 $279K - $313K
7.3K $2.84M
MSFT
Microsoft Corp

Technology
-601
- 4.53%
$406.35 - $454.46 $244K - $273K
12.7K $5.34M
ABBV
Abb Vie Inc.

Healthcare
-559
- 4.3%
$164.99 - $203.87 $92.2K - $114K
12.4K $2.21M
CI
Cigna Corp

Healthcare
-152
- 3.9%
$265.59 - $358.58 $40.4K - $54.5K
3.75K $1.04M
DVY
Ishares Tr

ETFs
-1.9K
- 11.14%
$129.55 - $143.41 $246K - $273K
15.2K $1.99M
AMGN
Amgen Inc

Healthcare
-77
- 1.72%
$258.78 - $328.31 $19.9K - $25.3K
4.4K $1.15M
NVS
Novartis Ag

Healthcare
-700
- 5.5%
$96.78 - $117.18 $67.7K - $82K
12K $1.17M
JNJ
Johnson & Johnson

Healthcare
-401
- 3.25%
$143.34 - $165.86 $57.5K - $66.5K
12K $1.73M
LOW
Lowes Companies Inc

Consumer Cyclical
-449
- 6.92%
$244.52 - $284.07 $110K - $128K
6.04K $1.49M
STZ
Constellation Brands, Inc.

Consumer Defensive
-75
- 1.34%
$219.66 - $257.62 $16.5K - $19.3K
5.52K $1.22M
UL
Unilever PLC

Consumer Defensive
-1.35K
- 9.36%
$56.7 - $64.64 $76.5K - $87.3K
13.1K $741K
PEP
Pepsico Inc

Consumer Defensive
-263
- 3.18%
$151.29 - $176.1 $39.8K - $46.3K
8.01K $1.22M
UPS
United Parcel Service Inc

Industrials
-697
- 7.68%
$122.65 - $138.35 $85.5K - $96.4K
8.38K $1.06M
PFE
Pfizer Inc

Healthcare
-4.9K
- 24.13%
$24.8 - $30.19 $121K - $148K
15.4K $408K
KO
Coca Cola CO

Consumer Defensive
-147
- 0.85%
$61.74 - $71.71 $9.08K - $10.5K
17.2K $1.07M
CHKP
Check Point Software Technologies LTD

Technology
-700
- 13.42%
$170.18 - $209.01 $119K - $146K
4.52K $842K
MDT
Medtronic PLC

Healthcare
-250
- 1.9%
$79.61 - $92.24 $19.9K - $23.1K
12.9K $1.03M
CBOE
Cboe Global Markets, Inc.

Financial Services
-700
- 38.89%
$191.61 - $217.84 $134K - $152K
1.1K $214K
XOM
Exxon Mobil Corp

Energy
-219
- 1.64%
$105.51 - $125.37 $23.1K - $27.5K
13.1K $1.41M
MCD
Mcdonalds Corp

Consumer Cyclical
-350
- 12.21%
$288.47 - $316.54 $101K - $111K
2.52K $729K
XLV
Select Sector Spdr Fund Health

ETFs
-150
- 2.03%
$136.28 - $154.74 $20.4K - $23.2K
7.25K $996K
SO
Southern CO

Utilities
-771
- 7.76%
$81.5 - $94.15 $62.8K - $72.6K
9.17K $754K
ORCL
Oracle Corp

Technology
-750
- 22.59%
$165.41 - $192.43 $124K - $144K
2.57K $428K
ZTS
Zoetis Inc.

Healthcare
-123
- 3.45%
$162.24 - $194.42 $20K - $23.9K
3.44K $560K
UNP
Union Pacific Corp

Industrials
-150
- 2.93%
$223.15 - $249.32 $33.5K - $37.4K
4.97K $1.13M
VMC
Vulcan Materials CO

Basic Materials
-500
- 19.75%
$237.95 - $292.31 $119K - $146K
2.03K $522K
COST
Costco Wholesale Corp

Consumer Defensive
-144
- 16.74%
$873.59 - $994.69 $126K - $143K
716 $656K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-100
- 16.67%
$1146.59 - $1270.6 $115K - $127K
500 $592K
PG
Procter & Gamble CO

Consumer Defensive
-321
- 3.89%
$161.05 - $179.7 $51.7K - $57.7K
7.94K $1.33M
CARR
Carrier Global Corp

Industrials
-600
- 14.63%
$66.69 - $82.65 $40K - $49.6K
3.5K $238K
GE
General Electric CO

Industrials
-171
- 6.08%
$159.95 - $194.23 $27.4K - $33.2K
2.64K $440K
DEO
Diageo PLC

Consumer Defensive
-117
- 2.19%
$118.0 - $139.88 $13.8K - $16.4K
5.22K $663K
CAT
Caterpillar Inc

Industrials
-50
- 2.24%
$360.37 - $416.88 $18K - $20.8K
2.18K $791K
MMM
3 M CO

Industrials
-388
- 10.4%
$124.74 - $137.12 $48.4K - $53.2K
3.34K $431K
EIX
Edison International

Utilities
-566
- 15.24%
$77.93 - $88.36 $44.1K - $50K
3.15K $251K
COP
Conocophillips

Energy
-520
- 15.84%
$95.12 - $114.72 $49.5K - $59.7K
2.76K $273K
MSM
Msc Industrial Direct CO Inc

Industrials
-300
- 7.09%
$73.09 - $90.18 $21.9K - $27.1K
3.93K $293K
XLB
Select Sector Spdr Fd Material

ETFs
-400
- 13.33%
$83.8 - $97.58 $33.5K - $39K
2.6K $218K
AEP
American Electric Power CO Inc

Utilities
-150
- 2.76%
$90.91 - $102.21 $13.6K - $15.3K
5.28K $487K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.12K
- 20.68%
$180.88 - $232.93 $203K - $261K
4.3K $942K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-100
- 1.63%
$75.1 - $82.99 $7.51K - $8.3K
6.02K $454K
WM
Waste Management Inc

Industrials
-155
- 3.75%
$201.79 - $228.46 $31.3K - $35.4K
3.98K $802K
INTC
Intel Corp

Technology
-535
- 4.77%
$19.07 - $26.23 $10.2K - $14K
10.7K $214K
RTX
Raytheon Technologies Corp

Industrials
-100
- 1.49%
$114.45 - $127.21 $11.4K - $12.7K
6.59K $762K
VZ
Verizon Communications Inc

Communication Services
-400
- 6.3%
$39.6 - $45.21 $15.8K - $18.1K
5.95K $238K
EBAY
Ebay Inc

Consumer Cyclical
-200
- 1.91%
$57.51 - $67.17 $11.5K - $13.4K
10.3K $635K
OTIS
Otis Worldwide Corp

Industrials
-50
- 1.38%
$92.57 - $106.01 $4.63K - $5.3K
3.57K $330K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-267
- 30.8%
$22.4 - $68.28 $5.98K - $18.2K
600 $13K
Activity Summary
Buys All Purchases 29 New Holdings 5 Increased Positions 24 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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