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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$675,000 0.47% of portfolio
7,500
Q2 2025 Added 1,400.0%
$4.08B
$332,000 0.23% of portfolio
3,909
Q2 2025 Reduced 0.64%
$6.66B
$300,000 0.21% of portfolio
4,901
Q2 2024 Reduced 10.91%
$4.58B
$282,000 0.2% of portfolio
6,300
Q2 2025 Added 0.02%

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
Track This Portfolio

Track Aberdeen Wealth Management LLC Portfolio

Follow Aberdeen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aberdeen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aberdeen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email