Aberdeen Wealth Management LLC

Q1 2025 13F Holdings

  • Location
    lake bluff, IL
  • Num holdings

    159

  • Value ($000)

    $144,972

  • Date Filed
    05/16/2025
  • Form type
    13F-HR
  • CIK
    0001802654
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVOV
IVOV

VANGUARD ADMIRAL FDS INC

MIDCP 400 VAL
921932844
$11.13 M
8 %

120,957

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$8.17 M
6 %

42,129

AAPL
AAPL

APPLE INC

COM
037833100
$5.03 M
4 %

22,626

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.64 M
3 %

12,367

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.24 M
3 %

7,962

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$3.71 M
3 %

15,133

AUDP
AUDP

AUTOMATIC DATA PROCESSING IN

COM
053015103
$3.51 M
2 %

11,491

VUSB
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$3.16 M
2 %

63,423

VSS
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
922042718
$2.73 M
2 %

23,576

HD
HD

HOME DEPOT INC

COM
437076102
$2.62 M
2 %

7,154

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 159