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
FAST
Fastenal CO

Industrials
-690
- 7.52%
$69.99 - $84.35 $48.3K - $58.2K
8.48K $609K
GLD
Spdr Gold Trust

ETFs
-133
- 1.83%
$236.59 - $257.5 $31.5K - $34.2K
7.12K $1.72M
XLE
Energy Sector Spdr

ETFs
-200
- 1.97%
$83.32 - $97.27 $16.7K - $19.5K
9.96K $852K
ABT
Abbott Laboratories

Healthcare
-248
- 2.01%
$111.93 - $119.39 $27.8K - $29.6K
12.1K $1.37M
TM
Toyota Motor Corp

Consumer Cyclical
-300
- 20.38%
$169.2 - $199.52 $50.8K - $59.9K
1.17K $228K
ENB
Enbridge Inc

Energy
-1.13K
- 12.49%
$40.4 - $43.92 $45.7K - $49.6K
7.91K $335K
FDX
Fedex Corp

Industrials
-150
- 8.96%
$260.5 - $305.15 $39.1K - $45.8K
1.52K $428K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-86
- 0.07%
$94.54 - $104.98 $8.13K - $9.03K
123K $11.8M
SYY
Sysco Corp

Consumer Defensive
-163
- 2.72%
$73.63 - $81.77 $12K - $13.3K
5.83K $446K
SPY
Spdr S&P 500 ETF Trust

ETFs
-63
- 4.69%
$567.81 - $607.81 $35.8K - $38.3K
1.28K $750K
EEM
Ishares Msci Emerging Markets

ETFs
-400
- 68.97%
$41.82 - $47.36 $16.7K - $18.9K
180 $7K
ABC
Amerisourcebergen Corp

Healthcare
-100
- 6.53%
N/A
1.43K $264K
FITB
Fifth Third Bancorp

Financial Services
-300
- 3.91%
$41.76 - $48.44 $12.5K - $14.5K
7.37K $311K
SYK
Stryker Corp

Healthcare
-41
- 2.59%
$345.14 - $392.15 $14.2K - $16.1K
1.54K $555K
VO
Vanguard Mid Cap ETF

ETFs
-48
- 26.97%
$261.5 - $284.63 $12.6K - $13.7K
130 $34K
GOOGL
Alphabet Inc.

Communication Services
-1.95K
- 12.7%
$161.86 - $196.66 $316K - $383K
13.4K $2.54M
BR
Broadridge Financial Solutions, Inc.

Technology
-130
- 6.28%
$209.64 - $236.44 $27.3K - $30.7K
1.94K $438K
IBB
Ishares Biotechnology ETF

ETFs
-17
- 12.41%
$131.21 - $148.85 $2.23K - $2.53K
120 $15K
Jacobs Solutions Inc
-700
- 6.62%
N/A
9.88K $0
Linde PLC
-300
- 20.55%
N/A
1.16K $0
MO
Altria Group, Inc.

Consumer Defensive
-100
- 1.73%
$49.06 - $57.74 $4.91K - $5.77K
5.69K $297K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-80
- 6.1%
$172.07 - $207.36 $13.8K - $16.6K
1.23K $243K
BMY
Bristol Myers Squibb CO

Healthcare
-171
- 2.66%
$51.92 - $59.94 $8.88K - $10.2K
6.27K $354K
BSX
Boston Scientific Corp

Healthcare
-250
- 3.14%
$83.62 - $91.5 $20.9K - $22.9K
7.72K $689K
SCHW
Schwab Charles Corp

Financial Services
-49
- 1.15%
$63.31 - $82.85 $3.1K - $4.06K
4.2K $310K
V
Visa Inc.

Financial Services
-49
- 3.56%
$273.87 - $320.91 $13.4K - $15.7K
1.33K $419K
AXP
American Express CO

Financial Services
-35
- 1.66%
$267.35 - $305.57 $9.36K - $10.7K
2.08K $616K
GILD
Gilead Sciences, Inc.

Healthcare
-196
- 2.64%
$83.95 - $97.9 $16.5K - $19.2K
7.23K $667K
WMT
Walmart Inc.

Consumer Defensive
-1.7K
- 7.96%
$79.1 - $95.7 $134K - $163K
19.6K $1.78M
DIS
Walt Disney CO

Communication Services
-548
- 6.95%
$92.39 - $117.6 $50.6K - $64.4K
7.33K $816K
GOOG
Alphabet Inc.

Communication Services
-319
- 5.91%
$163.08 - $198.16 $52K - $63.2K
5.08K $966K
CSCO
Cisco Systems, Inc.

Technology
-140
- 0.97%
$52.45 - $60.02 $7.34K - $8.4K
14.3K $848K
ADP
Automatic Data Processing Inc

Industrials
-350
- 2.96%
$280.08 - $307.97 $98K - $108K
11.5K $3.36M
JPM
Jpmorgan Chase & CO

Financial Services
-300
- 1.94%
$205.18 - $250.29 $61.6K - $75.1K
15.1K $3.63M
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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