Aberdeen Wealth Management LLC Portfolio Holdings

Aberdeen Wealth Management LLC

  • $149 Million
  • Q3 2024

Aberdeen Wealth Management LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P Mid Cap 400 Value with a value of $11.8M, Vanguard Dividend Appreciation with a value of $7.65M, Apple Inc. with a value of $6M, Microsoft Corp with a value of $5.71M, and Berkshire Hathaway Inc Class B with a value of $3.66M.

Examining the 13F form we can see an increase of $3.71M in the current position value, from $146M to 149M.

Aberdeen Wealth Management LLC is based out at Lake Bluff, IL

Below you can find more details about Aberdeen Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
ETFs: $38.7 Million
Technology: $22.8 Million
Healthcare: $19.5 Million
Industrials: $17.9 Million
Consumer Defensive: $14.4 Million
Financial Services: $12.6 Million
Consumer Cyclical: $10.5 Million
Communication Services: $6 Million
Other: $6.81 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $149 Million
  • Prior Value $146 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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