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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|