AW

Aberdeen Wealth Management LLC

13F
Aberdeen Wealth Management LLC
Last update 2024-08-02 169 Stocks (5 new)
Value $148.00 Mil Turnover 2 %
Countries:
Top Holdings: IVOV(7.40%)VIG(4.86%)AAPL(4.72%)MSFT(4.14%)GOOGL(2.36%)
Portfolio Report
Summary Stock Picks Current Portfolio
Aberdeen Wealth Management LLC... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVOV 		Vanguard S&P Mid-Cap 400 Value ETF
125,028
10948.730
-0.38%
7.400
-0.03%
-
+16.12%
+16.64%
971.813
 
VIG 		Vanguard Dividend Appreciation FTF
39,405
7193.460
0%
4.860
0%
-
+10.83%
+18.46%
84879.530
 
AAPL 		Apple Inc
33,135
6978.970
+1.58%
4.720
+0.07%
0.000
+8.37%
+18.41%
3432198.769
Hardware
MSFT 		Microsoft Corp
13,702
6124.180
-5.18%
4.140
-0.18%
0.000
+6.74%
+13.51%
3155066.005
Software
GOOGL 		Alphabet Inc
19,135
3485.440
+6.01%
2.360
+0.13%
0.000
+13.16%
+28.90%
2207866.015
Interactive Media
BRK.B 		Berkshire Hathaway Inc
8,430
3429.320
-3.99%
2.320
-0.09%
0.000
+8.13%
+29.47%
996136.682
Insurance
JPM 		JPMorgan Chase & Co
15,178
3069.900
-1.88%
2.080
-0.03%
0.000
+19.16%
+42.87%
666728.919
Banks
AMAT 		Applied Materials Inc
12,192
2877.170
-7.36%
1.950
-0.12%
0.000
+8.28%
+19.69%
159027.549
Semiconductors
ADP 		Automatic Data Processing Inc
11,840
2826.170
-2.47%
1.910
-0.04%
0.000
+18.65%
+33.39%
124527.264
Software
HD 		The Home Depot Inc
8,142
2802.650
-10.44%
1.900
-0.21%
0.000
+16.67%
+16.77%
394451.698
Retail - Cyclical

Aberdeen Wealth Management LLC's Historical Top Holdings Breakdowns

Aberdeen Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RYAN 		Ryan Specialty Holdings Inc2024-06-30Sold Out
-9.27%
●
48.94 ($53.37) 60.68
$71.15
33.31%
Sold Out
0
-286,776
VUSB 		Vanguard Ultra-Short Bond ETF2024-06-30Sold Out
-2.31%
●
49.27 ($49.41) 49.54
$49.67
0.54%
Sold Out
0
-79,977
NVDA 		NVIDIA Corp2024-06-30Add
+0.68%
●
76.2 ($101.1) 135.58
$147.97
46.36%
Add 87.1%
17,400
8,100
UNH 		UnitedHealth Group Inc2024-06-30Add
+0.23%
●
439.2 ($490.13) 524.63
$602.55
22.94%
Add 149.45%
1,135
680
COST 		Costco Wholesale Corp2024-06-30Reduce
-0.22%
●
704.88 ($780.33) 870.75
$911.21
16.77%
Reduce -37.91%
860
-525
LH 		Labcorp Holdings Inc2024-06-30New Buy
+0.22%
●
192.5 ($203.42) 216.35
$237.04
16.53%
New holding
1,601
1,601
HD 		The Home Depot Inc2024-06-30Reduce
-0.21%
●
325.1 ($341.12) 368.03
$397.12
16.42%
Reduce -10.44%
8,142
-949
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-0.21%
●
497.53 ($525.83) 549.64
$597.71
13.67%
Reduce -69.26%
300
-676
LOW 		Lowe's Companies Inc2024-06-30Reduce
-0.20%
●
214.27 ($228.13) 249.28
$265.13
16.22%
Reduce -14.7%
7,683
-1,324
PG 		Procter & Gamble Co2024-06-30Reduce
-0.20%
●
155.33 ($163.48) 168.56
$163.14
-0.21%
Reduce -19.94%
8,401
-2,092

Aberdeen Wealth Management LLC Total Holding History ($B)

To

Aberdeen Wealth Management LLC's Asset Allocation

To

Aberdeen Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aberdeen Wealth Management LLC's Hypothetical Growth since 2024-06-30

Aberdeen Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Aberdeen Wealth Management LLC's Holdings Heat Map

Size field:

Aberdeen Wealth Management LLC's Holdings Bubble Chart

Aberdeen Wealth Management LLC News

  • 1

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