Aberdeen Wealth Management LLC Top Holdings and 13F Report (2025) About Aberdeen Wealth Management LLCInvestment ActivityAberdeen Wealth Management LLC has $145.95 million in total holdings as of December 31, 2024.Aberdeen Wealth Management LLC owns shares of 165 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 3.97% of the portfolio was purchased this quarter.About 5.04% of the portfolio was sold this quarter.This quarter, Aberdeen Wealth Management LLC has purchased 167 new stocks and bought additional shares in 24 stocks.Aberdeen Wealth Management LLC sold shares of 85 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P Mid-Cap 400 Value ETF $11,765,072Vanguard Dividend Appreciation ETF $8,244,248Apple $6,917,834Microsoft $5,336,609Berkshire Hathaway $4,039,631 Largest New Holdings this Quarter Vanguard Ultra-Short Bond ETF $3,427,168 HoldingNuveen AMT-Free Quality Municipal Income Fund $265,689 HoldingGE VERNOVA INC $229,264 HoldingONEOK $213,040 HoldingAmeriprise Financial $205,518 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 69,068 shares (about $3.43M)Berkshire Hathaway 1,400 shares (about $604.09K)Apple 1,863 shares (about $466.53K)Nuveen AMT-Free Quality Municipal Income Fund 23,554 shares (about $265.69K)GE VERNOVA INC 697 shares (about $229.26K) Largest Sales this Quarter Alphabet 1,950 shares (about $369.14K)Home Depot 725 shares (about $282.02K)Microsoft 601 shares (about $253.32K)iShares Select Dividend ETF 1,901 shares (about $249.58K)Amazon.com 1,120 shares (about $245.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAberdeen Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVOVVanguard S&P Mid-Cap 400 Value ETF$11,765,072$8,218 ▼-0.1%123,1228.1%ETFVIGVanguard Dividend Appreciation ETF$8,244,248$25,066 ▲0.3%42,0995.6%ETFAAPLApple$6,917,834$466,531 ▲7.2%27,6254.7%Computer and TechnologyMSFTMicrosoft$5,336,609$253,321 ▼-4.5%12,6613.7%Computer and TechnologyBRK.BBerkshire Hathaway$4,039,631$604,089 ▲17.6%9,3622.8%FinanceJPMJPMorgan Chase & Co.$3,627,531$71,913 ▼-1.9%15,1332.5%FinanceVUSBVanguard Ultra-Short Bond ETF$3,427,168$3,427,168 ▲New Holding69,0682.3%ETFADPAutomatic Data Processing$3,363,795$102,457 ▼-3.0%11,4912.3%Business ServicesHDHome Depot$2,841,167$282,016 ▼-9.0%7,3041.9%Retail/WholesaleVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,698,947$105,435 ▲4.1%23,5761.8%ETFGOOGLAlphabet$2,537,567$369,135 ▼-12.7%13,4051.7%Computer and TechnologyNVDANVIDIA$2,351,418$8,057 ▲0.3%17,5101.6%Computer and TechnologyVXUSVanguard Total International Stock ETF$2,229,0050.0%37,8251.5%ETFABBVAbbVie$2,209,867$99,334 ▼-4.3%12,4361.5%MedicalDVYiShares Select Dividend ETF$1,991,669$249,582 ▼-11.1%15,1701.4%ETFSDYSPDR S&P Dividend ETF$1,966,844$396 ▲0.0%14,8891.3%ETFCLColgate-Palmolive$1,877,382$11,364 ▲0.6%20,6511.3%Consumer StaplesWMTWalmart$1,775,140$153,598 ▼-8.0%19,6471.2%Retail/WholesaleJNJJohnson & Johnson$1,728,218$57,993 ▼-3.2%11,9501.2%MedicalAMATApplied Materials$1,726,475$224,266 ▼-11.5%10,6161.2%Computer and TechnologyGLDSPDR Gold Shares$1,723,239$32,203 ▼-1.8%7,1171.2%FinanceLOWLowe's Companies$1,489,749$110,818 ▼-6.9%6,0361.0%Retail/WholesaleXOMExxon Mobil$1,414,142$23,558 ▼-1.6%13,1461.0%Oils/EnergyABTAbbott Laboratories$1,369,063$28,051 ▼-2.0%12,1040.9%MedicalPGProcter & Gamble$1,330,312$53,816 ▼-3.9%7,9350.9%Consumer StaplesJJacobs Solutions$1,320,433$93,534 ▼-6.6%9,8820.9%Business ServicesSTZConstellation Brands$1,218,815$16,575 ▼-1.3%5,5150.8%Consumer StaplesPEPPepsiCo$1,217,328$39,990 ▼-3.2%8,0060.8%Consumer StaplesNVSNovartis$1,170,639$68,117 ▼-5.5%12,0300.8%MedicalAMGNAmgen$1,146,241$20,068 ▼-1.7%4,3980.8%MedicalUNPUnion Pacific$1,132,675$34,206 ▼-2.9%4,9670.8%TransportationKOCoca-Cola$1,070,909$9,152 ▼-0.8%17,2010.7%Consumer StaplesUPSUnited Parcel Service$1,056,388$87,896 ▼-7.7%8,3770.7%TransportationCIThe Cigna Group$1,035,623$41,977 ▼-3.9%3,7500.7%MedicalMDTMedtronic$1,028,786$19,970 ▼-1.9%12,8790.7%MedicalXLVHealth Care Select Sector SPDR Fund$996,832$20,635 ▼-2.0%7,2460.7%ETFGOOGAlphabet$966,769$60,744 ▼-5.9%5,0770.7%Computer and TechnologyEEMViShares MSCI Emerging Markets Min Vol Factor ETF$961,1840.0%16,5750.7%ETFWATWaters$950,4510.0%2,5620.7%MedicalAMZNAmazon.com$942,280$245,717 ▼-20.7%4,2950.6%Retail/WholesaleSNPSSynopsys$922,1840.0%1,9000.6%Computer and TechnologyMAMastercard$887,445$3,687 ▲0.4%1,6850.6%Business ServicesNVONovo Nordisk A/S$858,4800.0%9,9800.6%MedicalXLEEnergy Select Sector SPDR Fund$852,745$17,132 ▼-2.0%9,9550.6%ETFCSCOCisco Systems$848,737$8,288 ▼-1.0%14,3370.6%Computer and TechnologyCHKPCheck Point Software Technologies$842,951$130,690 ▼-13.4%4,5150.6%Computer and TechnologyDISWalt Disney$816,420$61,020 ▼-7.0%7,3320.6%Consumer DiscretionaryWMWaste Management$802,115$31,277 ▼-3.8%3,9750.5%Business ServicesCSXCSX$800,2960.0%24,8000.5%TransportationCATCaterpillar$791,696$18,142 ▼-2.2%2,1820.5%Industrial ProductsTXNTexas Instruments$783,7920.0%4,1800.5%Computer and TechnologyRTXRTX$762,942$11,572 ▼-1.5%6,5930.5%AerospaceSOSouthern$754,646$63,470 ▼-7.8%9,1670.5%UtilitiesSPYSPDR S&P 500 ETF Trust$750,182$36,923 ▼-4.7%1,2800.5%FinanceULUnilever$741,491$76,548 ▼-9.4%13,0770.5%Consumer StaplesEFXEquifax$739,0650.0%2,9000.5%Business ServicesIAUiShares Gold Trust$738,2930.0%14,9120.5%FinanceBKNGBooking$730,9890.0%1470.5%Retail/WholesaleMCDMcDonald's$729,653$101,461 ▼-12.2%2,5170.5%Retail/WholesaleNSCNorfolk Southern$719,759$235 ▲0.0%3,0670.5%TransportationKMBKimberly-Clark$713,9060.0%5,4480.5%Consumer StaplesBSXBoston Scientific$689,550$22,330 ▼-3.1%7,7200.5%MedicalGILDGilead Sciences$667,624$18,104 ▼-2.6%7,2280.5%MedicalDEODiageo$663,785$14,875 ▼-2.2%5,2210.5%Consumer StaplesCOSTCostco Wholesale$656,049$131,943 ▼-16.7%7160.4%Retail/WholesaleMETAMeta Platforms$652,627$5,901 ▲0.9%2,2120.4%Computer and TechnologyEBAYeBay$635,729$12,390 ▼-1.9%10,2620.4%Retail/WholesaleIBMInternational Business Machines$628,4940.0%2,8590.4%Computer and TechnologyAXPAmerican Express$616,136$10,388 ▼-1.7%2,0760.4%FinanceITWIllinois Tool Works$610,100$254 ▲0.0%2,4060.4%Industrial ProductsFASTFastenal$609,797$49,618 ▼-7.5%8,4800.4%Retail/WholesaleCVXChevron$604,518$9,414 ▼-1.5%4,1740.4%Oils/EnergyLLYEli Lilly and Company$599,0720.0%7760.4%MedicalORLYO'Reilly Automotive$592,900$118,580 ▼-16.7%5000.4%Retail/WholesaleCTASCintas$580,986$164,430 ▼-22.1%3,1800.4%Business ServicesPYPLPayPal$569,9670.0%6,6780.4%Computer and TechnologyZTSZoetis$560,968$20,040 ▼-3.4%3,4430.4%MedicalSYKStryker$555,197$14,762 ▼-2.6%1,5420.4%MedicalBACBank of America$551,9240.0%12,5580.4%FinanceTGTTarget$535,5830.0%3,9620.4%Retail/WholesaleNKENIKE$528,739$76 ▲0.0%6,9870.4%Consumer DiscretionaryVMCVulcan Materials$522,691$128,615 ▼-19.7%2,0320.4%ConstructionMMCMarsh & McLennan Companies$517,4310.0%2,4360.4%FinanceAEPAmerican Electric Power$487,251$13,834 ▼-2.8%5,2830.3%UtilitiesLINDE PLC$485,657$125,601 ▼-20.5%1,1600.3%SHSCTRACoterra Energy$471,5450.0%18,4630.3%Oils/EnergyEFAiShares MSCI EAFE ETF$454,945$7,561 ▼-1.6%6,0170.3%FinanceSYYSysco$446,068$12,463 ▼-2.7%5,8340.3%Consumer StaplesGEGeneral Electric$440,326$28,521 ▼-6.1%2,6400.3%TransportationBRBroadridge Financial Solutions$438,389$29,392 ▼-6.3%1,9390.3%Business ServicesMMM3M$431,715$50,091 ▼-10.4%3,3440.3%Multi-Sector ConglomeratesFDXFedEx$428,747$42,200 ▼-9.0%1,5240.3%TransportationORCLOracle$428,265$124,980 ▼-22.6%2,5700.3%Computer and TechnologyDEDeere & Company$421,6080.0%9950.3%Industrial ProductsVVisa$418,924$15,481 ▼-3.6%1,3260.3%Business ServicesIDXXIDEXX Laboratories$416,7480.0%1,0080.3%MedicalPFEPfizer$408,643$129,971 ▼-24.1%15,4030.3%MedicalSBUXStarbucks$408,605$274 ▲0.1%4,4780.3%Retail/WholesaleEXPDExpeditors International of Washington$402,0950.0%3,6300.3%TransportationMDYSPDR S&P MidCap 400 ETF Trust$399,2760.0%7010.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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