Aberdeen Wealth Management LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 Million distributed in 167 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 $11.8M, Vanguard Dividend Appreciation with a value of $7.65M, Apple Inc. with a value of $6M, Microsoft Corp with a value of $5.71M, and Berkshire Hathaway Inc Class B with a value of $3.66M.
Examining the 13F form we can see an increase of $3.71M in the current position value, from $146M to 149M.
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
$149 Million
ETFs: $38.7 Million
Technology: $22.8 Million
Healthcare: $19.5 Million
Industrials: $17.9 Million
Consumer Defensive: $14.4 Million
Financial Services: $12.6 Million
Consumer Cyclical: $10.5 Million
Communication Services: $6 Million
Other: $6.81 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
