Aberdeen Wealth Management

Aberdeen Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Aberdeen Wealth Management

Aberdeen Wealth Management holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 24.0 $52M 155k 335.27
Vanguard Admiral Fds Midcp 400 Val (IVOV) 5.5 $12M 119k 101.01
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $10M 47k 219.78
Apple (AAPL) 2.8 $6.1M 23k 271.86
Microsoft Corporation (MSFT) 2.6 $5.5M 11k 483.62
JPMorgan Chase & Co. (JPM) 2.2 $4.8M 15k 322.22
Alphabet Cap Stk Cl A (GOOGL) 2.1 $4.5M 14k 313.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $4.0M 8.0k 502.65
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $3.5M 24k 143.33
NVIDIA Corporation (NVDA) 1.6 $3.4M 18k 186.50
Schwab Strategic Tr Fundamental Us L (FNDX) 1.5 $3.3M 120k 27.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $3.0M 39k 75.44
Automatic Data Processing (ADP) 1.3 $2.9M 11k 257.22
Spdr Gold Tr Gold Shs (GLD) 1.3 $2.8M 7.0k 396.31
Applied Materials (AMAT) 1.3 $2.8M 11k 256.98
Abbvie (ABBV) 1.2 $2.7M 12k 228.49
Home Depot (HD) 1.1 $2.4M 6.9k 344.09
Johnson & Johnson (JNJ) 1.1 $2.4M 11k 206.96
Spdr Series Trust State Street Spd (SDY) 1.0 $2.1M 15k 139.16
Ishares Tr Select Divid Etf (DVY) 0.9 $2.0M 14k 141.14
Wal-Mart Stores (WMT) 0.9 $1.9M 17k 111.41
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.7M 5.3k 313.80
Exxon Mobil Corporation (XOM) 0.7 $1.6M 13k 120.34
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.5M 6.0k 257.96
Colgate-Palmolive Company (CL) 0.7 $1.5M 19k 79.02
Abbott Laboratories (ABT) 0.7 $1.5M 12k 125.28
Lowe's Companies (LOW) 0.7 $1.4M 5.9k 241.15
Amgen (AMGN) 0.7 $1.4M 4.3k 327.28
Vanguard World Health Car Etf (VHT) 0.6 $1.4M 4.8k 287.82
Jacobs Engineering Group (J) 0.6 $1.3M 9.8k 132.46
Caterpillar (CAT) 0.6 $1.2M 2.2k 572.88
Raytheon Technologies Corp (RTX) 0.6 $1.2M 6.6k 183.40
Ishares Gold Tr Ishares New (IAU) 0.6 $1.2M 15k 81.17
Coca-Cola Company (KO) 0.5 $1.2M 17k 69.91
Union Pacific Corporation (UNP) 0.5 $1.2M 5.0k 231.32
Pepsi (PEP) 0.5 $1.2M 8.1k 143.53
Medtronic SHS (MDT) 0.5 $1.1M 12k 96.06
Amazon (AMZN) 0.5 $1.1M 4.9k 230.82
Procter & Gamble Company (PG) 0.5 $1.1M 7.8k 143.30
Select Sector Spdr Tr State Street Hea (XLV) 0.5 $1.1M 7.1k 154.80
Ishares Msci Emerg Mrkt (EEMV) 0.5 $1.1M 17k 64.04
Cisco Systems (CSCO) 0.5 $1.1M 14k 77.03
Cigna Corp (CI) 0.5 $1.0M 3.7k 275.26
Mastercard Incorporated Cl A (MA) 0.4 $962k 1.7k 570.73
Waters Corporation (WAT) 0.4 $948k 2.5k 379.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $944k 1.4k 681.92
CSX Corporation (CSX) 0.4 $899k 25k 36.25
Synopsys (SNPS) 0.4 $893k 1.9k 469.72
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $890k 20k 44.71
Gilead Sciences (GILD) 0.4 $889k 7.2k 122.74
Norfolk Southern (NSC) 0.4 $886k 3.1k 288.72
Ge Aerospace Com New (GE) 0.4 $869k 2.8k 308.03
Meta Platforms Cl A (META) 0.4 $854k 2.4k 357.71
International Business Machines (IBM) 0.4 $847k 2.9k 296.21
Waste Management (WM) 0.4 $835k 3.8k 219.71
eBay (EBAY) 0.4 $823k 9.4k 87.10
Check Point Software Tech Lt Ord (CHKP) 0.4 $814k 4.4k 185.56
Walt Disney Company (DIS) 0.4 $805k 7.1k 113.77
United Parcel Service CL B (UPS) 0.4 $790k 8.0k 99.19
Booking Holdings (BKNG) 0.4 $788k 147.00 5363.04
Southern Company (SO) 0.4 $765k 8.8k 87.20
Eli Lilly & Co. (LLY) 0.4 $764k 711.00 1074.68
Constellation Brands Cl A (STZ) 0.4 $761k 5.5k 137.96
Boston Scientific Corporation (BSX) 0.3 $736k 7.7k 95.35
McDonald's Corporation (MCD) 0.3 $729k 2.4k 305.63
Texas Instruments Incorporated (TXN) 0.3 $725k 4.2k 173.49
Fastenal Company (FAST) 0.3 $699k 17k 40.13
Bank of America Corporation (BAC) 0.3 $695k 13k 55.00
O'reilly Automotive (ORLY) 0.3 $694k 7.6k 91.21
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $677k 2.3k 290.24
American Express Company (AXP) 0.3 $670k 1.8k 369.95
IDEXX Laboratories (IDXX) 0.3 $648k 958.00 676.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $640k 4.5k 143.52
Equifax (EFX) 0.3 $629k 2.9k 216.98
Costco Wholesale Corporation (COST) 0.3 $618k 716.00 862.38
Ishares Tr Core S&p500 Etf (IVV) 0.3 $603k 880.00 684.94
Chevron Corporation (CVX) 0.3 $601k 3.9k 152.41
Cintas Corporation (CTAS) 0.3 $589k 3.1k 188.07
American Electric Power Company (AEP) 0.3 $583k 5.1k 115.31
Ishares Tr Msci Eafe Etf (EFA) 0.3 $578k 6.0k 96.03
Vulcan Materials Company (VMC) 0.2 $535k 1.9k 285.22
Kimberly-Clark Corporation (KMB) 0.2 $530k 5.2k 100.89
Illinois Tool Works (ITW) 0.2 $521k 2.1k 246.35
Expeditors International of Washington (EXPD) 0.2 $515k 3.5k 149.01
Linde SHS (LIN) 0.2 $495k 1.2k 426.39
3M Company (MMM) 0.2 $493k 3.1k 160.08
Stryker Corporation (SYK) 0.2 $491k 1.4k 351.47
Cabot Oil & Gas Corporation (CTRA) 0.2 $486k 19k 26.32
AmerisourceBergen (COR) 0.2 $483k 1.4k 337.81
Ge Vernova (GEV) 0.2 $481k 736.00 653.57
Deere & Company (DE) 0.2 $478k 1.0k 465.56
Visa Com Cl A (V) 0.2 $465k 1.3k 350.80
Oracle Corporation (ORCL) 0.2 $462k 2.4k 194.91
Marsh & McLennan Companies 0.2 $452k 2.4k 185.52
Micron Technology (MU) 0.2 $448k 1.6k 285.41
Analog Devices (ADI) 0.2 $445k 1.6k 271.27
FedEx Corporation (FDX) 0.2 $440k 1.5k 288.86
Ishares Silver Tr Ishares (SLV) 0.2 $440k 6.8k 64.42
Charles Schwab Corporation (SCHW) 0.2 $435k 4.4k 99.90
Broadridge Financial Solutions (BR) 0.2 $433k 1.9k 223.17
SYSCO Corporation (SYY) 0.2 $430k 5.8k 73.69
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $423k 701.00 603.28
Nike CL B (NKE) 0.2 $409k 6.4k 63.71
Zoetis Cl A (ZTS) 0.2 $406k 3.2k 125.82
Trimble Navigation (TRMB) 0.2 $392k 5.0k 78.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $378k 5.7k 66.00
Paypal Holdings (PYPL) 0.2 $376k 6.4k 58.38
Enbridge (ENB) 0.2 $375k 7.8k 47.83
Starbucks Corporation (SBUX) 0.2 $373k 4.4k 84.20
Target Corporation (TGT) 0.2 $368k 3.8k 97.75
Diageo Spon Adr New (DEO) 0.2 $364k 4.2k 86.27
Advanced Micro Devices (AMD) 0.2 $358k 1.7k 214.16
Palantir Technologies Cl A (PLTR) 0.2 $340k 1.9k 177.75
Msc Indl Direct Cl A (MSM) 0.2 $329k 3.9k 84.10
Pfizer (PFE) 0.2 $327k 13k 24.90
Fifth Third Ban (FITB) 0.1 $320k 6.8k 46.81
Altria (MO) 0.1 $316k 5.5k 57.66
General Dynamics Corporation (GD) 0.1 $314k 932.00 336.55
MercadoLibre (MELI) 0.1 $306k 152.00 2014.26
Intel Corporation (INTC) 0.1 $306k 8.3k 36.90
First American Financial (FAF) 0.1 $301k 4.9k 61.44
Bristol Myers Squibb (BMY) 0.1 $301k 5.6k 53.94
Us Bancorp Del Com New (USB) 0.1 $295k 5.5k 53.36
At&t (T) 0.1 $292k 12k 24.84
New Jersey Resources Corporation (NJR) 0.1 $291k 6.3k 46.12
Otis Worldwide Corp (OTIS) 0.1 $288k 3.3k 87.35
McKesson Corporation (MCK) 0.1 $287k 350.00 820.29
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $286k 2.4k 120.18
Honeywell International (HON) 0.1 $281k 1.4k 195.09
Emerson Electric (EMR) 0.1 $277k 2.1k 132.72
CBOE Holdings (CBOE) 0.1 $276k 1.1k 251.00
Cardinal Health (CAH) 0.1 $268k 1.3k 205.50
General Mills (GIS) 0.1 $251k 5.4k 46.50
Amentum Holdings (AMTM) 0.1 $251k 8.6k 29.00
Welltower Inc Com reit (WELL) 0.1 $251k 1.4k 185.61
Flexshares Tr Mornstar Usmkt (TILT) 0.1 $250k 1.0k 248.69
Select Sector Spdr Tr State Street Mat (XLB) 0.1 $236k 5.2k 45.35
ConocoPhillips (COP) 0.1 $235k 2.5k 93.61
Zimmer Holdings (ZBH) 0.1 $230k 2.6k 89.92
Constellation Energy (CEG) 0.1 $225k 637.00 353.27
Lockheed Martin Corporation (LMT) 0.1 $223k 462.00 483.24
Paychex (PAYX) 0.1 $223k 2.0k 112.18
Dover Corporation (DOV) 0.1 $220k 1.1k 195.24
Iron Mountain (IRM) 0.1 $219k 2.6k 82.95
Capital One Financial (COF) 0.1 $213k 879.00 242.36
Air Products & Chemicals (APD) 0.1 $213k 862.00 247.02
Verizon Communications (VZ) 0.1 $213k 5.2k 40.73
Broadcom (AVGO) 0.1 $212k 612.00 346.10
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $210k 2.5k 85.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $209k 7.6k 27.43
Kla Corp Com New (KLAC) 0.1 $206k 169.00 1217.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $204k 1.2k 177.37
Ishares Tr Russell 2000 Etf (IWM) 0.1 $176k 713.00 246.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $166k 350.00 473.30
Vanguard Index Fds Value Etf (VTV) 0.1 $134k 700.00 190.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $103k 1.9k 53.77
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $70k 786.00 88.46
Vanguard World Financials Etf (VFH) 0.0 $53k 400.00 133.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $47k 1.8k 26.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $42k 200.00 210.34
Ishares Msci Brazil Etf (EWZ) 0.0 $32k 1.0k 31.77
Ishares Tr Europe Etf (IEV) 0.0 $27k 400.00 68.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $21k 655.00 32.62
Ishares Tr Ishares Biotech (IBB) 0.0 $20k 120.00 168.77
Vanguard World Inf Tech Etf (VGT) 0.0 $17k 22.00 753.77
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $16k 250.00 65.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $16k 600.00 26.91
Ishares Msci Pac Jp Etf (EPP) 0.0 $15k 300.00 50.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $15k 24.00 628.38
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $14k 185.00 73.56
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $11k 400.00 28.48
Spdr Series Trust State Street Spd (RWR) 0.0 $10k 105.00 98.23
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $9.8k 180.00 54.71
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $8.9k 300.00 29.61
Ishares Tr U.s. Energy Etf (IYE) 0.0 $8.3k 175.00 47.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $4.8k 200.00 24.04