Aberdeen Wealth Management LLC Portfolio Holdings

Aberdeen Wealth Management LLC

  • $140 Million
  • Q1 2025

Aberdeen Wealth Management LLC has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $140 Million distributed in 159 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 $11.1M, Vanguard Dividend Appreciation with a value of $7.67M, Apple Inc. with a value of $5.03M, Microsoft Corp with a value of $4.64M, and Berkshire Hathaway Inc Class B with a value of $4.24M.

Examining the 13F form we can see an decrease of $1.01M in the current position value, from $141M to 140M.

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 $140 Million
ETFs: $38.2 Million
Technology: $19.3 Million
Healthcare: $18.4 Million
Industrials: $16.7 Million
Financial Services: $13.4 Million
Consumer Defensive: $12.7 Million
Consumer Cyclical: $9.06 Million
Communication Services: $5.53 Million
Other: $6.49 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11,000 0.01% of portfolio
185
Q4 2021 New
$0
$15,000 0.01% of portfolio
250
Q1 2024 Added 400.0%
$0
$3,000 0.0% of portfolio
200
Q4 2024 Added 100.0%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.17%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.01%
$0
$3,000 0.0% of portfolio
7
Q1 2025 Reduced 92.39%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Linde PLC
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 20.55%
Vanguard Mun Bd Fds
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $140 Million
  • Prior Value $141 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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