Aberdeen Wealth Management LLC Portfolio Holdings

Aberdeen Wealth Management LLC

  • $141 Million
  • Q4 2024

Aberdeen Wealth Management LLC has filed its 13F form on February 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 Million distributed in 166 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 $7.67M, Apple Inc. with a value of $6.92M, Microsoft Corp with a value of $5.34M, and Berkshire Hathaway Inc Class B with a value of $4.24M.

Examining the 13F form we can see an decrease of $8.71M in the current position value, from $149M to 141M.

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 $141 Million
ETFs: $37.1 Million
Technology: $22.4 Million
Healthcare: $16.5 Million
Industrials: $16.5 Million
Financial Services: $13.6 Million
Consumer Defensive: $12.9 Million
Consumer Cyclical: $9.38 Million
Communication Services: $6.13 Million
Other: $6.15 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.71B
$306,000 0.22% of portfolio
4,901
Q2 2024 Reduced 10.91%
$3.66B
$293,000 0.21% of portfolio
3,934
Q4 2024 Reduced 7.09%
$4.67B
$293,000 0.21% of portfolio
6,298
Q3 2024 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $141 Million
  • Prior Value $149 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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