Aberdeen Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    lake bluff, IL
  • CIK
    0001802654
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

165

$145.96M
IVOV, VIG, AAPL, MSFT
13F-HR
Feb 21, 2025
000139834425003226

167

$152.03M
IVOV, VIG, AAPL, MSFT
13F-HR
Nov 8, 2024
000139834424020274

169

$147.89M
IVOV, VIG, AAPL, MSFT
13F-HR
Aug 2, 2024
000139834424013611

173

$171.78M
RYAN SPECIALTY HOLDINGS INC, IVOV, VIG, MSFT
13F-HR
May 14, 2024
000139834424009505

162

$137.85M
IVOV, VIG, MSFT, AAPL
13F-HR
Feb 14, 2024
000139834424003161

160

$132.73M
IVOV, VIG, AAPL, MSFT
13F-HR
Nov 13, 2023
000139834423020557

160

$138.37M
IVOV, AAPL, VIG, MSFT
13F-HR
Aug 3, 2023
000139834423013998

168

$134.10M
IVOV, VIG, AAPL, VUSB
13F-HR
May 15, 2023
000139834423009722

168

$132.56M
IVOV, VIG, AAPL, VUSB
13F-HR
Feb 14, 2023
000139834423003228

161

$113.54M
IVOV, VIG, AAPL, MSFT
13F-HR
Nov 14, 2022
000139834422022130

165

$125.87M
IVOV, VIG, VUSB, AAPL
13F-HR
Aug 10, 2022
000139834422015204

169

$146.83M
IVOV, VUSB, AAPL, VIG
13F-HR
May 12, 2022
000139834422009359

161

$153.33M
IVOV, SPY, VIG, AAPL
13F-HR
Feb 14, 2022
000139834422003350

122

$103.30M
AAPL, MSFT, HD, JPM
13F-HR
Nov 15, 2021
000139834421021476

126

$108.47M
AAPL, MSFT, HD, BRK.B
13F-HR
Jul 23, 2021
000139834421014712

149

$125.81M
IVOV, VIG, AAPL, MSFT
13F-HR
May 13, 2021
000139834421010605

160

$132.54M
IVOV, SPY, VIG, AAPL
13F-HR
Feb 10, 2021
000139834421002882

132

$105.03M
IVOV, VIG, AAPL, MSFT
13F-HR
Nov 13, 2020
000139834420022606

128

$93.33M
AAPL, MSFT, HD, JNJ
13F-HR
Aug 13, 2020
000139834420015747

119

$82.23M
IVOV, VIG, AAPL, MSFT
13F-HR
May 8, 2020
000139834420009708

153

$134.20M
VTI, IVOV, VIG, AAPL
13F-HR
Feb 14, 2020
000139834420003321
Aberdeen Wealth Management Llc 13F Filings