Aberdeen Wealth Management
Latest statistics and disclosures from Aberdeen Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVOV, VIG, MSFT, AAPL, JPM, and represent 23.80% of Aberdeen Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PLTR, MU, AMD, CEG, KLAC, AMZN, GOOGL, NVDA, FNDX, AMAT.
- Started 5 new stock positions in PLTR, CEG, AMD, KLAC, MU.
- Reduced shares in these 10 stocks: CARR, AFL, DOV, , VTEI, VUSB, JPM, MDT, INTC, IVOV.
- Sold out of its positions in AFL, AMP, CARR, DOV, VTEI.
- Aberdeen Wealth Management was a net buyer of stock by $54k.
- Aberdeen Wealth Management has $159M in assets under management (AUM), dropping by 5.84%.
- Central Index Key (CIK): 0001802654
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Portfolio Holdings for Aberdeen Wealth Management
Aberdeen Wealth Management holds 165 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 7.5 | $12M | 119k | 100.77 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.7 | $9.1M | 42k | 215.79 |
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| Microsoft Corporation (MSFT) | 4.0 | $6.4M | 12k | 517.94 |
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| Apple (AAPL) | 3.6 | $5.8M | 23k | 254.63 |
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| JPMorgan Chase & Co. (JPM) | 2.9 | $4.7M | 15k | 315.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $4.0M | 8.0k | 502.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $3.4M | +2% | 14k | 243.10 |
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| NVIDIA Corporation (NVDA) | 2.1 | $3.4M | +2% | 18k | 186.58 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.1 | $3.4M | 24k | 142.55 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.1 | $3.4M | -3% | 68k | 50.00 |
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| Automatic Data Processing (ADP) | 2.1 | $3.4M | 12k | 293.50 |
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| Home Depot (HD) | 1.8 | $2.9M | 7.2k | 405.17 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.8 | $2.8M | 38k | 73.46 |
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| Abbvie (ABBV) | 1.7 | $2.8M | 12k | 231.54 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $2.5M | 7.1k | 355.47 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 1.5 | $2.5M | +2% | 94k | 26.30 |
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| Applied Materials (AMAT) | 1.4 | $2.2M | +2% | 11k | 204.73 |
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| Ishares Tr Select Divid Etf (DVY) | 1.4 | $2.2M | 15k | 142.10 |
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| Johnson & Johnson (JNJ) | 1.3 | $2.1M | 12k | 185.42 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 1.3 | $2.1M | 15k | 140.05 |
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| Wal-Mart Stores (WMT) | 1.2 | $1.9M | -2% | 19k | 103.06 |
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| Colgate-Palmolive Company (CL) | 1.0 | $1.6M | 21k | 79.94 |
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| Abbott Laboratories (ABT) | 1.0 | $1.6M | 12k | 133.94 |
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| Lowe's Companies (LOW) | 1.0 | $1.5M | 6.0k | 251.30 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $1.5M | 13k | 112.75 |
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| Jacobs Engineering Group (J) | 0.9 | $1.5M | 9.8k | 149.86 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.3M | 5.1k | 243.55 |
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| Amgen (AMGN) | 0.8 | $1.2M | 4.4k | 282.23 |
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| Procter & Gamble Company (PG) | 0.8 | $1.2M | 8.0k | 153.65 |
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| Union Pacific Corporation (UNP) | 0.7 | $1.2M | 5.0k | 236.37 |
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| Medtronic SHS (MDT) | 0.7 | $1.1M | -5% | 12k | 95.24 |
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| Pepsi (PEP) | 0.7 | $1.1M | 8.1k | 140.45 |
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| Coca-Cola Company (KO) | 0.7 | $1.1M | 17k | 66.32 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $1.1M | 6.6k | 167.33 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $1.1M | 15k | 72.77 |
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| Cigna Corp (CI) | 0.7 | $1.1M | 3.8k | 288.28 |
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| Amazon (AMZN) | 0.7 | $1.1M | +10% | 4.8k | 219.57 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.7 | $1.1M | 17k | 63.83 |
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| Caterpillar (CAT) | 0.7 | $1.0M | 2.2k | 477.11 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $991k | 7.1k | 139.17 |
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| Cisco Systems (CSCO) | 0.6 | $965k | 14k | 68.42 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $959k | 1.7k | 568.98 |
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| Synopsys (SNPS) | 0.6 | $937k | 1.9k | 493.39 |
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| eBay (EBAY) | 0.6 | $933k | 10k | 90.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $927k | +5% | 1.4k | 666.18 |
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| Norfolk Southern (NSC) | 0.6 | $922k | 3.1k | 300.44 |
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| Meta Platforms Cl A (META) | 0.6 | $917k | +3% | 2.3k | 391.51 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.6 | $907k | 4.4k | 206.91 |
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| Select Sector Spdr Tr Energy (XLE) | 0.6 | $889k | 10k | 89.34 |
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| CSX Corporation (CSX) | 0.6 | $881k | 25k | 35.51 |
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| Waste Management (WM) | 0.6 | $878k | 4.0k | 220.83 |
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| Southern Company (SO) | 0.5 | $870k | 9.2k | 94.77 |
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| Walt Disney Company (DIS) | 0.5 | $840k | -2% | 7.3k | 114.50 |
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| Fastenal Company (FAST) | 0.5 | $832k | 17k | 49.04 |
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| O'reilly Automotive (ORLY) | 0.5 | $809k | 7.5k | 107.81 |
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| International Business Machines (IBM) | 0.5 | $807k | 2.9k | 282.16 |
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| Gilead Sciences (GILD) | 0.5 | $803k | 7.2k | 111.00 |
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| Booking Holdings (BKNG) | 0.5 | $795k | 147.00 | 5407.04 |
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| Ge Aerospace Com New (GE) | 0.5 | $794k | 2.6k | 300.82 |
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| Waters Corporation (WAT) | 0.5 | $768k | 2.6k | 299.81 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $768k | 4.2k | 183.73 |
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| Boston Scientific Corporation (BSX) | 0.5 | $754k | 7.7k | 97.63 |
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| Equifax (EFX) | 0.5 | $744k | 2.9k | 256.53 |
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| Constellation Brands Cl A (STZ) | 0.5 | $743k | 5.5k | 134.67 |
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| McDonald's Corporation (MCD) | 0.5 | $731k | 2.4k | 303.89 |
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| United Parcel Service CL B (UPS) | 0.4 | $701k | 8.4k | 83.53 |
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| Oracle Corporation (ORCL) | 0.4 | $681k | -5% | 2.4k | 281.24 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $677k | 5.4k | 124.34 |
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| American Express Company (AXP) | 0.4 | $673k | -2% | 2.0k | 332.16 |
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| Costco Wholesale Corporation (COST) | 0.4 | $663k | 716.00 | 925.66 |
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| Cintas Corporation (CTAS) | 0.4 | $653k | 3.2k | 205.26 |
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| Bank of America Corporation (BAC) | 0.4 | $648k | 13k | 51.59 |
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| IDEXX Laboratories (IDXX) | 0.4 | $644k | 1.0k | 638.89 |
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| Chevron Corporation (CVX) | 0.4 | $628k | 4.0k | 155.29 |
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| American Electric Power Company (AEP) | 0.4 | $594k | 5.3k | 112.50 |
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| Eli Lilly & Co. (LLY) | 0.4 | $592k | 776.00 | 763.00 |
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| Illinois Tool Works (ITW) | 0.4 | $589k | 2.3k | 260.81 |
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| Vulcan Materials Company (VMC) | 0.4 | $577k | 1.9k | 307.62 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $562k | 6.0k | 93.37 |
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| Linde SHS (LIN) | 0.3 | $551k | 1.2k | 475.00 |
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| Stryker Corporation (SYK) | 0.3 | $516k | 1.4k | 369.67 |
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| Zoetis Cl A (ZTS) | 0.3 | $504k | 3.4k | 146.32 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $491k | 2.4k | 201.53 |
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| SYSCO Corporation (SYY) | 0.3 | $480k | 5.8k | 82.34 |
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| Nike CL B (NKE) | 0.3 | $479k | 6.9k | 69.73 |
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| 3M Company (MMM) | 0.3 | $478k | 3.1k | 155.15 |
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| Deere & Company (DE) | 0.3 | $470k | 1.0k | 457.15 |
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| Broadridge Financial Solutions (BR) | 0.3 | $462k | 1.9k | 238.17 |
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| Visa Com Cl A (V) | 0.3 | $453k | 1.3k | 341.47 |
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| Paypal Holdings (PYPL) | 0.3 | $448k | 6.7k | 67.06 |
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| AmerisourceBergen (COR) | 0.3 | $447k | 1.4k | 312.57 |
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| Expeditors International of Washington (EXPD) | 0.3 | $445k | 3.6k | 122.59 |
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| Diageo Spon Adr New (DEO) | 0.3 | $445k | 4.7k | 95.43 |
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| Analog Devices (ADI) | 0.3 | $439k | 1.8k | 245.75 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $437k | 19k | 23.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $432k | 1.5k | 293.75 |
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| Ge Vernova (GEV) | 0.3 | $429k | 697.00 | 614.90 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $418k | 701.00 | 596.03 |
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| Trimble Navigation (TRMB) | 0.3 | $408k | 5.0k | 81.65 |
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| Enbridge (ENB) | 0.3 | $403k | 8.0k | 50.46 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $401k | 4.2k | 95.46 |
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| Starbucks Corporation (SBUX) | 0.2 | $380k | 4.5k | 84.59 |
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| Altria (MO) | 0.2 | $376k | 5.7k | 66.06 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $374k | 5.7k | 65.26 |
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| Pfizer (PFE) | 0.2 | $362k | 14k | 25.48 |
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| Msc Indl Direct Cl A (MSM) | 0.2 | $360k | 3.9k | 92.14 |
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| FedEx Corporation (FDX) | 0.2 | $359k | 1.5k | 235.81 |
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| MercadoLibre (MELI) | 0.2 | $355k | 152.00 | 2336.94 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $347k | NEW | 1.9k | 182.42 |
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| Target Corporation (TGT) | 0.2 | $338k | -5% | 3.8k | 89.70 |
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| At&t (T) | 0.2 | $332k | 12k | 28.24 |
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| Fifth Third Ban (FITB) | 0.2 | $328k | 7.4k | 44.55 |
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| General Dynamics Corporation (GD) | 0.2 | $328k | 962.00 | 340.89 |
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| First American Financial (FAF) | 0.2 | $315k | 4.9k | 64.24 |
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| Honeywell International (HON) | 0.2 | $304k | 1.4k | 210.50 |
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| New Jersey Resources Corporation (NJR) | 0.2 | $303k | 6.3k | 48.15 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $302k | -7% | 3.3k | 91.43 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $298k | 7.0k | 42.37 |
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| Intel Corporation (INTC) | 0.2 | $278k | -17% | 8.3k | 33.55 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $277k | 2.3k | 118.83 |
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| General Mills (GIS) | 0.2 | $275k | 5.5k | 50.42 |
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| Emerson Electric (EMR) | 0.2 | $274k | 2.1k | 131.18 |
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| McKesson Corporation (MCK) | 0.2 | $270k | 350.00 | 772.54 |
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| CBOE Holdings (CBOE) | 0.2 | $270k | 1.1k | 245.25 |
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| Bristol Myers Squibb (BMY) | 0.2 | $270k | -4% | 6.0k | 45.10 |
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| Iron Mountain (IRM) | 0.2 | $270k | 2.6k | 101.94 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $268k | 24k | 11.39 |
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| Us Bancorp Del Com New (USB) | 0.2 | $267k | 5.5k | 48.33 |
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| Micron Technology (MU) | 0.2 | $263k | NEW | 1.6k | 167.32 |
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| Paychex (PAYX) | 0.2 | $262k | 2.1k | 126.76 |
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| ConocoPhillips (COP) | 0.2 | $261k | 2.8k | 94.59 |
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| Zimmer Holdings (ZBH) | 0.2 | $252k | 2.6k | 98.50 |
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| Welltower Inc Com reit (WELL) | 0.2 | $241k | 1.4k | 178.14 |
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| Air Products & Chemicals (APD) | 0.1 | $235k | 862.00 | 272.72 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $233k | 2.6k | 89.62 |
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| Verizon Communications (VZ) | 0.1 | $232k | -7% | 5.3k | 43.95 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $230k | 462.00 | 498.77 |
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| Advanced Micro Devices (AMD) | 0.1 | $225k | NEW | 1.4k | 161.79 |
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| Constellation Energy (CEG) | 0.1 | $210k | NEW | 637.00 | 329.07 |
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| Amentum Holdings (AMTM) | 0.1 | $207k | -8% | 8.6k | 23.95 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $206k | 7.5k | 27.30 |
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| Cardinal Health (CAH) | 0.1 | $205k | 1.3k | 156.96 |
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| Kla Corp Com New (KLAC) | 0.1 | $203k | NEW | 188.00 | 1080.36 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $201k | 300.00 | 669.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $152k | 630.00 | 241.96 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $131k | 700.00 | 186.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $99k | 1.8k | 54.18 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $63k | 685.00 | 91.40 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $46k | 1.8k | 25.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $41k | 200.00 | 203.59 |
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| Ishares Msci Brazil Etf (EWZ) | 0.0 | $31k | 1.0k | 31.00 |
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| Ishares Tr Europe Etf (IEV) | 0.0 | $26k | 400.00 | 65.48 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $20k | +4% | 639.00 | 31.91 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $17k | 120.00 | 144.37 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $16k | 600.00 | 26.34 |
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| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $16k | 300.00 | 51.56 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $15k | 250.00 | 58.72 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $13k | 185.00 | 71.37 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $11k | 400.00 | 27.90 |
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| Spdr Series Trust Dj Reit Etf (RWR) | 0.0 | $11k | 105.00 | 100.29 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $9.6k | 180.00 | 53.40 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $8.7k | 300.00 | 29.11 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $8.3k | 175.00 | 47.52 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $4.7k | 200.00 | 23.28 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $4.3k | 7.00 | 612.43 |
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Past Filings by Aberdeen Wealth Management
SEC 13F filings are viewable for Aberdeen Wealth Management going back to 2019
- Aberdeen Wealth Management 2025 Q3 filed Nov. 14, 2025
- Aberdeen Wealth Management 2025 Q2 filed Aug. 14, 2025
- Aberdeen Wealth Management 2025 Q1 filed May 16, 2025
- Aberdeen Wealth Management 2024 Q4 filed Feb. 21, 2025
- Aberdeen Wealth Management 2024 Q3 filed Nov. 8, 2024
- Aberdeen Wealth Management 2024 Q2 filed Aug. 2, 2024
- Aberdeen Wealth Management 2024 Q1 filed May 14, 2024
- Aberdeen Wealth Management 2023 Q4 filed Feb. 14, 2024
- Aberdeen Wealth Management 2023 Q3 filed Nov. 13, 2023
- Aberdeen Wealth Management 2023 Q2 filed Aug. 3, 2023
- Aberdeen Wealth Management 2023 Q1 filed May 15, 2023
- Aberdeen Wealth Management 2022 Q4 filed Feb. 14, 2023
- Aberdeen Wealth Management 2022 Q3 filed Nov. 14, 2022
- Aberdeen Wealth Management 2022 Q2 filed Aug. 10, 2022
- Aberdeen Wealth Management 2022 Q1 filed May 12, 2022
- Aberdeen Wealth Management 2021 Q4 filed Feb. 14, 2022