Aberdeen Wealth Management

Aberdeen Wealth Management as of March 31, 2026

Portfolio Holdings for Aberdeen Wealth Management

Aberdeen Wealth Management holds 179 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 22.4 $49M 153k 320.81
Vanguard Specialized Funds Div App Etf (VIG) 5.7 $13M 58k 215.06
Vanguard Admiral Fds Midcp 400 Val (IVOV) 5.5 $12M 118k 101.95
Apple (AAPL) 2.6 $5.7M 23k 253.79
Schwab Strategic Tr Fundamental Us L (FNDX) 2.4 $5.3M 192k 27.85
JPMorgan Chase & Co. (JPM) 2.0 $4.4M 15k 294.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $4.3M 9.0k 479.20
Microsoft Corporation (MSFT) 1.9 $4.1M 11k 370.18
Alphabet Cap Stk Cl A (GOOGL) 1.9 $4.1M 14k 287.56
Applied Materials (AMAT) 1.6 $3.6M 11k 341.80
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $3.5M 24k 145.79
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.4 $3.2M 63k 49.78
NVIDIA Corporation (NVDA) 1.4 $3.1M 18k 174.40
Spdr Gold Tr Gold Shs (GLD) 1.4 $3.0M 7.0k 430.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $3.0M 39k 77.11
Johnson & Johnson (JNJ) 1.3 $2.7M 11k 244.43
Abbvie (ABBV) 1.2 $2.5M 12k 217.49
Automatic Data Processing (ADP) 1.0 $2.3M 11k 203.18
Home Depot (HD) 1.0 $2.3M 6.9k 328.90
Exxon Mobil Corporation (XOM) 1.0 $2.2M 13k 169.66
Ishares Tr Select Divid Etf (DVY) 1.0 $2.2M 14k 151.41
Spdr Series Trust State Street Spd (SDY) 1.0 $2.1M 14k 145.94
Wal-Mart Stores (WMT) 0.9 $2.1M 17k 124.28
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.7M 6.5k 261.93
Colgate-Palmolive Company (CL) 0.7 $1.6M 19k 85.23
Amgen (AMGN) 0.7 $1.5M 4.3k 351.83
Caterpillar (CAT) 0.7 $1.5M 2.2k 708.53
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.5M 5.1k 286.86
Lowe's Companies (LOW) 0.6 $1.4M 5.9k 236.27
Vanguard World Health Car Etf (VHT) 0.6 $1.3M 4.9k 272.31
Ishares Gold Tr Ishares New (IAU) 0.6 $1.3M 15k 88.16
Coca-Cola Company (KO) 0.6 $1.3M 17k 76.05
Raytheon Technologies Corp (RTX) 0.6 $1.3M 6.5k 192.90
Jacobs Engineering Group (J) 0.6 $1.2M 9.8k 127.28
Pepsi (PEP) 0.6 $1.2M 8.0k 155.30
Select Sector Spdr Tr State Street Ene (XLE) 0.6 $1.2M 20k 61.26
Union Pacific Corporation (UNP) 0.6 $1.2M 5.0k 242.62
Abbott Laboratories (ABT) 0.5 $1.2M 12k 102.67
Procter & Gamble Company (PG) 0.5 $1.1M 7.7k 144.44
Ishares Msci Emerg Mrkt (EEMV) 0.5 $1.1M 17k 64.73
Cisco Systems (CSCO) 0.5 $1.1M 14k 77.59
Select Sector Spdr Tr State Street Hea (XLV) 0.5 $1.0M 7.1k 146.61
Medtronic SHS (MDT) 0.5 $1.0M 12k 86.65
CSX Corporation (CSX) 0.5 $1.0M 25k 41.05
Gilead Sciences (GILD) 0.5 $1.0M 7.2k 139.37
Amazon (AMZN) 0.5 $1.0M 4.8k 208.27
Cigna Corp (CI) 0.5 $988k 3.7k 266.79
Waste Management (WM) 0.4 $873k 3.8k 229.79
Norfolk Southern (NSC) 0.4 $860k 3.0k 286.98
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $845k 1.3k 650.34
Mastercard Incorporated Cl A (MA) 0.4 $842k 1.7k 499.54
Constellation Brands Cl A (STZ) 0.4 $822k 5.5k 150.00
Southern Company (SO) 0.4 $818k 8.5k 96.52
eBay (EBAY) 0.4 $816k 9.0k 91.02
Texas Instruments Incorporated (TXN) 0.4 $812k 4.2k 194.14
Chevron Corporation (CVX) 0.4 $805k 3.9k 206.90
United Parcel Svcs CL B (UPS) 0.4 $780k 7.9k 98.38
Ge Aerospace Com New (GE) 0.4 $775k 2.7k 283.77
Waters Corporation (WAT) 0.3 $759k 2.5k 297.80
Synopsys (SNPS) 0.3 $753k 1.9k 396.48
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $751k 2.6k 287.20
Fastenal Company (FAST) 0.3 $736k 16k 46.40
McDonald's Corporation (MCD) 0.3 $725k 2.3k 310.79
Meta Platforms Cl A (META) 0.3 $723k 2.4k 306.77
Costco Wholesale Corporation (COST) 0.3 $714k 716.00 996.48
International Business Machines (IBM) 0.3 $693k 2.9k 242.39
O'reilly Automotive (ORLY) 0.3 $692k 7.5k 92.31
Walt Disney Company (DIS) 0.3 $675k 7.0k 96.38
American Electric Power Company (AEP) 0.3 $663k 5.1k 131.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $661k 4.5k 148.10
Eli Lilly & Co. (LLY) 0.3 $654k 711.00 919.77
Cabot Oil & Gas Corporation (CTRA) 0.3 $649k 19k 35.14
Ge Vernova (GEV) 0.3 $643k 736.00 872.90
Check Point Software Tech Lt Ord (CHKP) 0.3 $626k 4.4k 142.85
Booking Holdings (BKNG) 0.3 $620k 147.00 4216.38
Bank of America Corporation (BAC) 0.3 $598k 12k 48.75
Ishares Tr Msci Eafe Etf (EFA) 0.3 $584k 6.0k 97.13
Deere & Company (DE) 0.3 $579k 1.0k 563.40
Linde SHS (LIN) 0.3 $575k 1.2k 495.76
Ishares Tr Core S&p500 Etf (IVV) 0.3 $575k 880.00 653.21
American Express Company (AXP) 0.2 $548k 1.8k 302.48
Micron Technology (MU) 0.2 $538k 1.6k 337.84
Illinois Tool Works (ITW) 0.2 $537k 2.1k 260.35
Cintas Corporation (CTAS) 0.2 $529k 3.1k 169.14
Equifax (EFX) 0.2 $522k 2.9k 180.07
Analog Devices (ADI) 0.2 $522k 1.6k 318.05
IDEXX Laboratories (IDXX) 0.2 $519k 923.00 561.89
Vulcan Materials Company (VMC) 0.2 $511k 1.9k 272.30
FedEx Corporation (FDX) 0.2 $507k 1.4k 356.18
Kimberly-Clark Corporation (KMB) 0.2 $506k 5.2k 96.47
Expeditors International of Washington (EXPD) 0.2 $488k 3.4k 143.23
Boston Scientific Corporation (BSX) 0.2 $484k 7.7k 62.75
Ishares Silver Tr Ishares (SLV) 0.2 $465k 6.8k 68.14
Stryker Corporation (SYK) 0.2 $459k 1.4k 328.59
Target Corporation (TGT) 0.2 $456k 3.8k 121.20
AmerisourceBergen (COR) 0.2 $450k 1.4k 314.21
3M Company (MMM) 0.2 $447k 3.1k 145.21
Marsh & McLennan Companies (MRSH) 0.2 $423k 2.4k 173.45
Enbridge (ENB) 0.2 $419k 7.7k 54.14
SYSCO Corporation (SYY) 0.2 $416k 5.8k 71.33
Charles Schwab Corporation (SCHW) 0.2 $409k 4.4k 93.97
Visa Com Cl A (V) 0.2 $401k 1.3k 302.32
Starbucks Corporation (SBUX) 0.2 $397k 4.4k 89.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $387k 5.7k 67.53
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.2 $383k 621.00 616.76
Zoetis Cl A (ZTS) 0.2 $381k 3.2k 118.21
Pfizer (PFE) 0.2 $369k 13k 28.08
Altria (MO) 0.2 $362k 5.5k 65.99
Intel Corporation (INTC) 0.2 $361k 8.2k 44.13
Msc Indl Direct Cl A (MSM) 0.2 $361k 3.9k 92.27
Oracle Corporation (ORCL) 0.2 $349k 2.4k 147.11
New Jersey Resources Corporation (NJR) 0.2 $346k 6.3k 54.92
At&t (T) 0.2 $341k 12k 28.99
Nike CL B (NKE) 0.2 $339k 6.4k 52.82
Bristol Myers Squibb (BMY) 0.2 $335k 5.5k 60.65
ConocoPhillips (COP) 0.2 $332k 2.5k 132.00
Trimble Navigation (TRMB) 0.1 $326k 5.0k 65.23
Honeywell International 0.1 $326k 1.4k 226.03
General Dynamics Corporation (GD) 0.1 $320k 932.00 343.11
Fifth Third Ban (FITB) 0.1 $317k 6.8k 46.46
Diageo Spon Adr New (DEO) 0.1 $314k 4.2k 74.45
CBOE Holdings (CBOE) 0.1 $309k 1.1k 281.07
McKesson Corporation (MCK) 0.1 $303k 350.00 865.36
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $295k 2.4k 124.31
First American Financial (FAF) 0.1 $294k 4.9k 60.29
Paypal Holdings (PYPL) 0.1 $291k 6.4k 45.23
Advanced Micro Devices (AMD) 0.1 $291k 1.4k 203.43
Us Bancorp Com New (USB) 0.1 $287k 5.5k 52.01
Palantir Technologies Cl A (PLTR) 0.1 $279k 1.9k 146.28
Lockheed Martin Corporation (LMT) 0.1 $279k 462.00 603.86
Cardinal Health (CAH) 0.1 $275k 1.3k 211.31
Emerson Electric (EMR) 0.1 $273k 2.1k 131.02
Iron Mountain (IRM) 0.1 $270k 2.6k 102.14
Welltower Inc Com reit (WELL) 0.1 $267k 1.4k 197.71
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $265k 24k 11.23
MercadoLibre (MELI) 0.1 $263k 152.00 1729.02
Select Sector Spdr Tr State Street Mat (XLB) 0.1 $260k 5.2k 49.97
Verizon Communications (VZ) 0.1 $257k 5.1k 50.20
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $257k 2.6k 97.23
Otis Worldwide Corp (OTIS) 0.1 $254k 3.3k 77.08
Air Products & Chemicals (APD) 0.1 $250k 862.00 290.49
Flexshares Tr Mornstar Usmkt (TILT) 0.1 $243k 1.0k 241.37
Zimmer Holdings (ZBH) 0.1 $231k 2.6k 90.42
Kla Corp Com New (KLAC) 0.1 $230k 156.00 1475.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $230k 7.5k 30.68
Shell Spon Ads (SHEL) 0.1 $226k 2.4k 93.00
Amentum Holdings (AMTM) 0.1 $225k 8.6k 26.08
Merck & Co (MRK) 0.1 $218k 1.8k 120.32
Edison International (EIX) 0.1 $215k 2.9k 73.19
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $212k 1.2k 184.28
Johnson Controls Internation SHS (JCI) 0.1 $208k 1.6k 130.95
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $207k 2.3k 91.77
General Mills (GIS) 0.1 $201k 5.4k 37.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $149k 350.00 426.40
Vanguard Index Fds Value Etf (VTV) 0.1 $137k 700.00 196.20
Ishares Tr Russell 2000 Etf (IWM) 0.1 $129k 520.00 248.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $104k 1.9k 54.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $70k 787.00 88.67
Vanguard World Financials Etf (VFH) 0.0 $48k 400.00 120.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $46k 1.8k 25.09
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $43k 200.00 213.67
Ishares Msci Brazil Etf (EWZ) 0.0 $38k 1.0k 38.39
Ishares Tr Europe Etf (IEV) 0.0 $27k 400.00 67.94
Ishares Tr Ishares Biotech (IBB) 0.0 $20k 120.00 168.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $18k 600.00 29.13
Ishares Msci Pac Jp Etf (EPP) 0.0 $16k 300.00 53.14
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $15k 250.00 61.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $15k 600.00 25.64
Vanguard World Inf Tech Etf (VGT) 0.0 $15k 22.00 697.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $14k 185.00 75.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $12k 40.00 302.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $12k 400.00 29.08
Ishares Tr U.s. Energy Etf (IYE) 0.0 $11k 175.00 64.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $11k 50.00 217.26
Spdr Series Trust State Street Spd (RWR) 0.0 $11k 105.00 100.97
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $10k 180.00 56.79
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $9.2k 300.00 30.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $5.0k 200.00 24.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $4.2k 7.00 597.57