Aberdeen Wealth Management LLC Top Holdings and 13F Report (2024) About Aberdeen Wealth Management LLCInvestment ActivityAberdeen Wealth Management LLC has $152.03 million in total holdings as of September 30, 2024.Aberdeen Wealth Management LLC owns shares of 167 different stocks, but just 70 companies or ETFs make up 80% of its holdings.Approximately 2.52% of the portfolio was purchased this quarter.About 6.42% of the portfolio was sold this quarter.This quarter, Aberdeen Wealth Management LLC has purchased 169 new stocks and bought additional shares in 31 stocks.Aberdeen Wealth Management LLC sold shares of 63 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P Mid-Cap 400 Value ETF $11,794,728Vanguard Dividend Appreciation ETF $8,312,788Apple $6,002,581Microsoft $5,706,665Berkshire Hathaway $3,664,590 Largest New Holdings this Quarter AMENTUM HOLDINGS INC $341,270 HoldingAflac $239,252 HoldingAir Products and Chemicals $237,894 HoldingWelltower $211,250 HoldingAdvanced Micro Devices $201,818 Holding Largest Purchases this Quarter Cintas 3,035 shares (about $624.85K)Vanguard Total International Stock ETF 8,000 shares (about $517.91K)Vanguard Dividend Appreciation ETF 2,566 shares (about $508.22K)AMENTUM HOLDINGS INC 10,582 shares (about $341.27K)iShares MSCI Emerging Markets Min Vol Factor ETF 5,300 shares (about $332.31K) Largest Sales this Quarter Apple 7,373 shares (about $1.72M)SPDR Gold Shares 3,300 shares (about $802.10K)Alphabet 3,780 shares (about $626.91K)McDonald's 1,550 shares (about $471.99K)UnitedHealth Group 680 shares (about $397.58K) 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$11,794,728$174,229 ▼-1.5%123,2087.8%ETFVIGVanguard Dividend Appreciation ETF$8,312,788$508,223 ▲6.5%41,9715.5%ETFAAPLApple$6,002,581$1,717,919 ▼-22.3%25,7623.9%Computer and TechnologyMSFTMicrosoft$5,706,665$189,333 ▼-3.2%13,2623.8%Computer and TechnologyBRK.BBerkshire Hathaway$3,664,590$215,402 ▼-5.6%7,9622.4%FinanceADPAutomatic Data Processing$3,276,695$277 ▲0.0%11,8412.2%Business ServicesJPMJPMorgan Chase & Co.$3,254,202$53,769 ▲1.7%15,4332.1%FinanceHDHome Depot$3,253,255$45,786 ▼-1.4%8,0292.1%Retail/WholesaleVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,853,639$259,353 ▲10.0%22,6551.9%ETFABBVAbbVie$2,566,227$394,364 ▼-13.3%12,9951.7%MedicalGOOGLAlphabet$2,546,627$626,913 ▼-19.8%15,3551.7%Computer and TechnologyVXUSVanguard Total International Stock ETF$2,448,766$517,915 ▲26.8%37,8251.6%ETFAMATApplied Materials$2,423,508$39,803 ▼-1.6%11,9951.6%Computer and TechnologyDVYiShares Select Dividend ETF$2,305,780$10,130 ▼-0.4%17,0711.5%ETFCLColgate-Palmolive$2,130,804$38,929 ▲1.9%20,5261.4%Consumer StaplesNVDANVIDIA$2,119,128$6,072 ▲0.3%17,4501.4%Computer and TechnologySDYSPDR S&P Dividend ETF$2,114,464$31,818 ▼-1.5%14,8861.4%ETFJNJJohnson & Johnson$2,001,548$280,842 ▼-12.3%12,3511.3%MedicalGLDSPDR Gold Shares$1,762,185$802,098 ▼-31.3%7,2501.2%FinanceLOWLowe's Companies$1,756,436$324,473 ▼-15.6%6,4851.2%Retail/WholesaleWMTWalmart$1,723,801$194,449 ▼-10.1%21,3471.1%Retail/WholesaleXOMExxon Mobil$1,566,617$7,971 ▼-0.5%13,3651.0%Oils/EnergyNVSNovartis$1,464,205$115,020 ▼-7.3%12,7301.0%MedicalAMGNAmgen$1,441,756$5,799 ▲0.4%4,4750.9%MedicalSTZConstellation Brands$1,440,4870.0%5,5900.9%Consumer StaplesPGProcter & Gamble$1,429,984$25,115 ▼-1.7%8,2560.9%Consumer StaplesABTAbbott Laboratories$1,408,260$170,788 ▼-10.8%12,3520.9%MedicalPEPPepsiCo$1,406,072$19,555 ▲1.4%8,2690.9%Consumer StaplesJJacobs Solutions$1,385,1840.0%10,5820.9%Business ServicesCIThe Cigna Group$1,351,923$177,046 ▼-11.6%3,9020.9%MedicalUNPUnion Pacific$1,261,238$151,092 ▼-10.7%5,1170.8%TransportationKOCoca-Cola$1,246,599$30,540 ▼-2.4%17,3480.8%Consumer StaplesUPSUnited Parcel Service$1,237,159$40,493 ▼-3.2%9,0740.8%TransportationNVONovo Nordisk A/S$1,188,319$101,210 ▼-7.8%9,9800.8%MedicalMDTMedtronic$1,182,017$103,626 ▼-8.1%13,1290.8%MedicalXLVHealth Care Select Sector SPDR Fund$1,139,1320.0%7,3960.7%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,039,253$332,310 ▲47.0%16,5750.7%ETFAMZNAmazon.com$1,008,977$37,266 ▼-3.6%5,4150.7%Retail/WholesaleCHKPCheck Point Software Technologies$1,005,5040.0%5,2150.7%Computer and TechnologySNPSSynopsys$962,1410.0%1,9000.6%Computer and TechnologyULUnilever$937,172$65 ▲0.0%14,4270.6%Consumer StaplesWATWaters$922,0380.0%2,5620.6%MedicalGOOGAlphabet$902,166$42,801 ▲5.0%5,3960.6%Computer and TechnologySOSouthern$896,194$26,693 ▼-2.9%9,9380.6%UtilitiesXLEEnergy Select Sector SPDR Fund$891,609$17,560 ▼-1.9%10,1550.6%ETFCATCaterpillar$873,097$11,735 ▼-1.3%2,2320.6%Industrial ProductsMCDMcDonald's$873,030$471,990 ▼-35.1%2,8670.6%Retail/WholesaleTXNTexas Instruments$863,463$30,986 ▼-3.5%4,1800.6%Computer and TechnologyWMWaste Management$857,388$9,342 ▲1.1%4,1300.6%Business ServicesCSXCSX$856,3440.0%24,8000.6%TransportationEFXEquifax$852,1940.0%2,9000.6%Business ServicesCTASCintas$839,990$624,846 ▲290.4%4,0800.6%Industrial ProductsMAMastercard$828,735$60,254 ▼-6.8%1,6780.5%Business ServicesRTXRTX$810,924$24,232 ▼-2.9%6,6930.5%AerospaceKMBKimberly-Clark$775,1410.0%5,4480.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$770,5600.0%1,3430.5%FinanceCSCOCisco Systems$770,461$3,300 ▲0.4%14,4770.5%Computer and TechnologyCOSTCostco Wholesale$762,4070.0%8600.5%Retail/WholesaleNSCNorfolk Southern$761,872$24,601 ▼-3.1%3,0660.5%TransportationDISWalt Disney$757,979$23,182 ▲3.2%7,8800.5%Consumer DiscretionaryDEODiageo$749,125$28,068 ▼-3.6%5,3380.5%Consumer StaplesIAUiShares Gold Trust$741,126$49,700 ▼-6.3%14,9120.5%FinanceZTSZoetis$696,725$13,286 ▲1.9%3,5660.5%MedicalLINDE PLC$696,2160.0%1,4600.5%SHSORLYO'Reilly Automotive$690,9600.0%6000.5%Retail/WholesaleLLYEli Lilly and Company$687,489$69,989 ▼-9.2%7760.5%MedicalEBAYeBay$681,167$32,554 ▼-4.6%10,4620.4%Retail/WholesaleBSXBoston Scientific$667,8860.0%7,9700.4%MedicalFASTFastenal$654,921$46,423 ▼-6.6%9,1700.4%Retail/WholesaleVMCVulcan Materials$634,089$150,258 ▼-19.2%2,5320.4%ConstructionIBMInternational Business Machines$632,068$22,108 ▼-3.4%2,8590.4%Computer and TechnologyITWIllinois Tool Works$630,225$22,274 ▲3.7%2,4050.4%Industrial ProductsMETAMeta Platforms$625,970$3,427 ▲0.6%2,1920.4%Computer and TechnologyCVXChevron$624,278$44,623 ▼-6.7%4,2390.4%Oils/EnergyGILDGilead Sciences$622,407$70,423 ▼-10.2%7,4240.4%MedicalBKNGBooking$619,6050.0%1470.4%Retail/WholesaleNKENIKE$617,606$88 ▲0.0%6,9860.4%Consumer DiscretionaryTGTTarget$617,5170.0%3,9620.4%Retail/WholesalePFEPfizer$587,552$13,776 ▲2.4%20,3020.4%MedicalBLKBlackRock$581,4730.0%6120.4%FinanceAXPAmerican Express$572,5030.0%2,1110.4%FinanceSYKStryker$571,875$22,398 ▼-3.8%1,5830.4%MedicalORCLOracle$565,728$55,380 ▼-8.9%3,3200.4%Computer and TechnologyAEPAmerican Electric Power$557,4260.0%5,4330.4%UtilitiesMMCMarsh & McLennan Companies$543,4470.0%2,4360.4%FinanceGEGeneral Electric$530,098$17,727 ▲3.5%2,8110.3%TransportationPYPLPayPal$521,084$15,606 ▼-2.9%6,6780.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$511,565$8,363 ▼-1.6%6,1170.3%FinanceMMM3M$510,1940.0%3,7320.3%Multi-Sector ConglomeratesIDXXIDEXX Laboratories$509,2620.0%1,0080.3%MedicalBACBank of America$498,301$11,904 ▲2.4%12,5580.3%FinanceEXPDExpeditors International of Washington$476,982$6,570 ▼-1.4%3,6300.3%TransportationSYYSysco$468,126$2,966 ▲0.6%5,9970.3%Consumer StaplesFDXFedEx$458,1400.0%1,6740.3%TransportationBRBroadridge Financial Solutions$444,8970.0%2,0690.3%Business ServicesCTRACoterra Energy$442,1890.0%18,4630.3%Oils/EnergySBUXStarbucks$436,262$292 ▲0.1%4,4750.3%Retail/WholesaleDEDeere & Company$415,2050.0%9950.3%Industrial ProductsADIAnalog Devices$411,5210.0%1,7880.3%Computer and TechnologyGISGeneral Mills$402,9260.0%5,4560.3%Consumer StaplesShowing 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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