Aberdeen Wealth Management LLC Portfolio Holdings

Aberdeen Wealth Management LLC

  • $144 Million
  • Q2 2025

Aberdeen Wealth Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $144 Million distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P Mid Cap 400 Value with a value of $11.4M, Vanguard Dividend Appreciation with a value of $7.67M, Microsoft Corp with a value of $6.15M, Apple Inc. with a value of $4.64M, and Jpmorgan Chase & CO with a value of $4.39M.

Examining the 13F form we can see an increase of $4.22M in the current position value, from $140M to 144M.

Aberdeen Wealth Management LLC is based out at Lake Bluff, IL

Below you can find more details about Aberdeen Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Million
ETFs: $41.3 Million
Technology: $22.2 Million
Industrials: $17.6 Million
Healthcare: $15.5 Million
Financial Services: $14.1 Million
Consumer Defensive: $11.5 Million
Consumer Cyclical: $9.21 Million
Communication Services: $6.52 Million
Other: $5.95 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$6.15 Million 4.28% of portfolio
12,368
Q2 2025 Added 0.01%
$3.69T
$4.64 Million 3.23% of portfolio
22,627
Q2 2025 Added 0.0%
$859B
$4.39 Million 3.05% of portfolio
15,133
Q4 2024 Reduced 1.94%
$621B
$3.87 Million 2.69% of portfolio
7,962
Q1 2025 Reduced 14.95%
$124B
$3.54 Million 2.46% of portfolio
11,492
Q2 2025 Added 0.01%
$456B
$2.83 Million 1.97% of portfolio
17,910
Q2 2025 Added 1.13%
$405B
$2.62 Million 1.82% of portfolio
7,154
Q1 2025 Reduced 2.05%
$1.21T
$2.43 Million 1.69% of portfolio
13,784
Q2 2025 Added 0.73%
$351B
$2.23 Million 1.55% of portfolio
12,003
Q2 2025 Reduced 2.72%
$162B
$1.92 Million 1.34% of portfolio
10,508
Q2 2025 Added 0.02%
$70.9B
$1.87 Million 1.3% of portfolio
20,551
Q1 2025 Reduced 0.48%
$281B
$1.85 Million 1.29% of portfolio
18,928
Q2 2025 Added 0.02%
$452B
$1.76 Million 1.22% of portfolio
11,524
Q2 2025 Reduced 2.18%
$1.78T
$1.67 Million 1.16% of portfolio
2,262
Q2 2025 Added 2.26%
$229B
$1.62 Million 1.12% of portfolio
11,877
Q2 2025 Reduced 1.07%
$442B
$1.42 Million 0.99% of portfolio
13,160
Q2 2025 Added 0.05%
$368B
$1.27 Million 0.88% of portfolio
7,945
Q2 2025 Added 0.06%
$85.6B
$1.24 Million 0.86% of portfolio
3,750
Q4 2024 Reduced 3.9%
$152B
$1.23 Million 0.85% of portfolio
4,398
Q4 2024 Reduced 1.72%
$306B
$1.2 Million 0.83% of portfolio
16,905
Q2 2025 Reduced 1.15%
$135B
$1.14 Million 0.79% of portfolio
4,967
Q4 2024 Reduced 2.93%
$122B
$1.11 Million 0.77% of portfolio
12,679
Q1 2025 Reduced 1.55%
$202B
$1.07 Million 0.74% of portfolio
8,075
Q2 2025 Added 0.02%
$95.7B
$974,000 0.68% of portfolio
1,900
Q1 2021 Reduced 0.26%
$293B
$978,000 0.68% of portfolio
14,098
Q2 2025 Reduced 1.68%
$22.7B
$970,000 0.67% of portfolio
4,385
Q2 2025 Reduced 0.45%
$229B
$962,000 0.67% of portfolio
6,593
Q4 2024 Reduced 1.49%
$2.26T
$964,000 0.67% of portfolio
4,395
Q2 2025 Added 2.33%
$548B
$946,000 0.66% of portfolio
1,685
Q4 2024 Added 0.42%
$207B
$934,000 0.65% of portfolio
7,533
Q1 2025 Added 2.74%
$1.24T
$900,000 0.63% of portfolio
5,078
Q2 2025 Added 0.02%
$95.6B
$909,000 0.63% of portfolio
3,975
Q4 2024 Reduced 3.75%
$17.1B
$894,000 0.62% of portfolio
2,562
Q2 2024 Reduced 7.24%
$27.4B
$897,000 0.62% of portfolio
5,515
Q4 2024 Reduced 1.34%
$218B
$847,000 0.59% of portfolio
2,183
Q1 2025 Added 0.05%
$102B
$842,000 0.59% of portfolio
9,176
Q2 2025 Added 0.05%
$63.8B
$846,000 0.59% of portfolio
8,386
Q2 2025 Added 0.06%
$217B
$851,000 0.59% of portfolio
147
Q2 2024 Reduced 6.37%
$210B
$842,000 0.59% of portfolio
2,859
Q3 2024 Reduced 3.38%
$147B
$829,000 0.58% of portfolio
7,720
Q4 2024 Reduced 3.14%
$177B
$813,000 0.57% of portfolio
4,180
Q3 2024 Reduced 3.46%
$150B
$802,000 0.56% of portfolio
7,235
Q2 2025 Added 0.06%
$75.3B
$809,000 0.56% of portfolio
24,800
Q1 2024 Reduced 1.2%
$64.4B
$785,000 0.55% of portfolio
3,068
Q1 2025 Added 0.03%
$53.3B
$764,000 0.53% of portfolio
10,262
Q4 2024 Reduced 1.91%
$29.5B
$752,000 0.52% of portfolio
2,900
Q1 2021 Reduced 0.68%
$22.7B
$708,000 0.49% of portfolio
3,180
Q4 2024 Reduced 22.06%
$222B
$702,000 0.49% of portfolio
2,404
Q1 2025 Reduced 4.49%
$27.8B
$712,000 0.49% of portfolio
16,960
Q2 2025 Added 100.0%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $144 Million
  • Prior Value $140 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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