The Analysis of Aberdeen Wealth Management LLC's Holdings

Currently, Aberdeen Wealth Management LLC holds 165 types of securities in its portfolio with a total value $159.2M. In the most recent quarter, they have increased their positions in PLTR (+1.9K shares, valued at $346.6K), MU (+1.6K shares, valued at $262.7K), AMD (+1.4K shares, valued at $224.9K); decreased their positions in VUSB (-2.5K shares, valued at $123.6K), JPM (-300 shares, valued at $94.6K), MDT (-700 shares, valued at $66.7K); initiated new positions in PLTR (+1.9K shares, valued at $346.6K), MU (+1.6K shares, valued at $262.7K), AMD (+1.4K shares, valued at $224.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVOV VANGUARD ADMIRAL FDS INC118.5K shares-0.41%2025-09-302025-11-14

VIG VANGUARD SPECIALIZED FUNDS42.0K shares-0.23%2025-09-302025-11-14

MSFT MICROSOFT CORP12.4K shares0.45%2025-09-302025-11-14

AAPL APPLE INC22.6K shares0.00%2025-09-302025-11-14

JPM JPMORGAN CHASE & CO.14.8K shares-1.98%2025-09-302025-11-14

BRK.B BERKSHIRE HATHAWAY INC DEL8.0K shares0.00%2025-09-302025-11-14

GOOGL ALPHABET INC14.2K shares2.68%2025-09-302025-11-14

NVDA NVIDIA CORPORATION18.3K shares2.07%2025-09-302025-11-14

Sponsored

VSS VANGUARD INTL EQUITY INDEX F23.7K shares0.43%2025-09-302025-11-14

VUSB VANGUARD BD INDEX FDS67.5K shares-3.53%2025-09-302025-11-14

ADP AUTOMATIC DATA PROCESSING IN11.5K shares0.00%2025-09-302025-11-14

HD HOME DEPOT INC7.2K shares0.01%2025-09-302025-11-14

VXUS VANGUARD STAR FDS38.3K shares0.36%2025-09-302025-11-14

ABBV ABBVIE INC12.0K shares0.00%2025-09-302025-11-14

GLD SPDR GOLD TR7.1K shares0.00%2025-09-302025-11-14

FNDX SCHWAB STRATEGIC TR93.5K shares2.86%2025-09-302025-11-14

Sponsored

AMAT APPLIED MATLS INC10.8K shares2.77%2025-09-302025-11-14

DVY ISHARES TR15.2K shares0.00%2025-09-302025-11-14

JNJ JOHNSON & JOHNSON11.5K shares0.03%2025-09-302025-11-14

SDY SPDR SERIES TRUST14.8K shares-0.35%2025-09-302025-11-14

WMT WALMART INC18.5K shares-2.37%2025-09-302025-11-14

CL COLGATE PALMOLIVE CO20.6K shares0.00%2025-09-302025-11-14

ABT ABBOTT LABS11.9K shares0.01%2025-09-302025-11-14

LOW LOWES COS INC6.0K shares0.03%2025-09-302025-11-14

Sponsored

XOM EXXON MOBIL CORP13.2K shares0.05%2025-09-302025-11-14

J JACOBS SOLUTIONS INC9.8K shares0.00%2025-09-302025-11-14

GOOG ALPHABET INC5.1K shares1.38%2025-09-302025-11-14

AMGN AMGEN INC4.4K shares0.00%2025-09-302025-11-14

PG PROCTER AND GAMBLE CO8.0K shares0.06%2025-09-302025-11-14

UNP UNION PAC CORP5.0K shares0.00%2025-09-302025-11-14

MDT MEDTRONIC PLC12.0K shares-5.52%2025-09-302025-11-14

PEP PEPSICO INC8.1K shares0.01%2025-09-302025-11-14

Sponsored

KO COCA COLA CO16.9K shares0.02%2025-09-302025-11-14

RTX RTX CORPORATION6.6K shares0.00%2025-09-302025-11-14

IAU ISHARES GOLD TR14.9K shares0.00%2025-09-302025-11-14

CI THE CIGNA GROUP3.8K shares0.00%2025-09-302025-11-14

AMZN AMAZON COM INC4.8K shares10.01%2025-09-302025-11-14

EEMV ISHARES INC16.6K shares0.00%2025-09-302025-11-14

CAT CATERPILLAR INC2.2K shares0.00%2025-09-302025-11-14

XLV SELECT SECTOR SPDR TR7.1K shares0.00%2025-09-302025-11-14

Sponsored

CSCO CISCO SYS INC14.1K shares0.01%2025-09-302025-11-14

MA MASTERCARD INCORPORATED1.7K shares0.00%2025-09-302025-11-14

SNPS SYNOPSYS INC1.9K shares0.00%2025-09-302025-11-14

EBAY EBAY INC.10.3K shares0.00%2025-09-302025-11-14

SPY SPDR S&P 500 ETF TR1.4K shares5.30%2025-09-302025-11-14

NSC NORFOLK SOUTHN CORP3.1K shares0.03%2025-09-302025-11-14

META META PLATFORMS INC2.3K shares3.54%2025-09-302025-11-14

CHKP CHECK POINT SOFTWARE TECH LT4.4K shares0.00%2025-09-302025-11-14

Sponsored

XLE SELECT SECTOR SPDR TR10.0K shares0.00%2025-09-302025-11-14

CSX CSX CORP24.8K shares0.00%2025-09-302025-11-14

WM WASTE MGMT INC DEL4.0K shares0.00%2025-09-302025-11-14

SO SOUTHERN CO9.2K shares0.04%2025-09-302025-11-14

DIS DISNEY WALT CO7.3K shares-2.65%2025-09-302025-11-14

FAST FASTENAL CO17.0K shares0.00%2025-09-302025-11-14

ORLY OREILLY AUTOMOTIVE INC7.5K shares0.00%2025-09-302025-11-14

IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.00%2025-09-302025-11-14

Sponsored

GILD GILEAD SCIENCES INC7.2K shares0.04%2025-09-302025-11-14

BKNG BOOKING HOLDINGS INC147 shares0.00%2025-09-302025-11-14

GE GE AEROSPACE2.6K shares0.00%2025-09-302025-11-14

WAT WATERS CORP2.6K shares0.00%2025-09-302025-11-14

TXN TEXAS INSTRS INC4.2K shares0.00%2025-09-302025-11-14

BSX BOSTON SCIENTIFIC CORP7.7K shares0.00%2025-09-302025-11-14

EFX EQUIFAX INC2.9K shares0.00%2025-09-302025-11-14

STZ CONSTELLATION BRANDS INC5.5K shares0.00%2025-09-302025-11-14

Sponsored

MCD MCDONALDS CORP2.4K shares0.00%2025-09-302025-11-14

UPS UNITED PARCEL SERVICE INC8.4K shares0.06%2025-09-302025-11-14

ORCL ORACLE CORP2.4K shares-5.84%2025-09-302025-11-14

KMB KIMBERLY-CLARK CORP5.4K shares0.00%2025-09-302025-11-14

AXP AMERICAN EXPRESS CO2.0K shares-2.41%2025-09-302025-11-14

COST COSTCO WHSL CORP NEW716 shares0.00%2025-09-302025-11-14

CTAS CINTAS CORP3.2K shares0.00%2025-09-302025-11-14

BAC BANK AMERICA CORP12.6K shares0.00%2025-09-302025-11-14

Sponsored

IDXX IDEXX LABS INC1.0K shares0.00%2025-09-302025-11-14

CVX CHEVRON CORP NEW4.0K shares0.00%2025-09-302025-11-14

AEP AMERICAN ELEC PWR CO INC5.3K shares0.00%2025-09-302025-11-14

LLY ELI LILLY & CO776 shares0.00%2025-09-302025-11-14

ITW ILLINOIS TOOL WKS INC2.3K shares0.04%2025-09-302025-11-14

VMC VULCAN MATLS CO1.9K shares0.00%2025-09-302025-11-14

EFA ISHARES TR6.0K shares0.00%2025-09-302025-11-14

LIN LINDE PLC1.2K shares0.00%2025-09-302025-11-14

Sponsored

SYK STRYKER CORPORATION1.4K shares0.00%2025-09-302025-11-14

ZTS ZOETIS INC3.4K shares0.00%2025-09-302025-11-14

MMC MARSH & MCLENNAN COS INC2.4K shares0.00%2025-09-302025-11-14

SYY SYSCO CORP5.8K shares0.00%2025-09-302025-11-14

NKE NIKE INC6.9K shares0.01%2025-09-302025-11-14

MMM 3M CO3.1K shares0.03%2025-09-302025-11-14

DE DEERE & CO1.0K shares0.00%2025-09-302025-11-14

BR BROADRIDGE FINL SOLUTIONS IN1.9K shares0.00%2025-09-302025-11-14

Sponsored

V VISA INC1.3K shares0.00%2025-09-302025-11-14

PYPL PAYPAL HLDGS INC6.7K shares0.00%2025-09-302025-11-14

COR CENCORA INC1.4K shares0.00%2025-09-302025-11-14

EXPD EXPEDITORS INTL WASH INC3.6K shares0.00%2025-09-302025-11-14

DEO DIAGEO PLC4.7K shares0.00%2025-09-302025-11-14

ADI ANALOG DEVICES INC1.8K shares0.00%2025-09-302025-11-14

CTRA COTERRA ENERGY INC18.5K shares0.00%2025-09-302025-11-14

VO VANGUARD INDEX FDS1.5K shares1.03%2025-09-302025-11-14

Sponsored

GEV GE VERNOVA INC697 shares0.00%2025-09-302025-11-14

MDY SPDR S&P MIDCAP 400 ETF TR701 shares0.00%2025-09-302025-11-14

TRMB TRIMBLE INC5.0K shares0.00%2025-09-302025-11-14

ENB ENBRIDGE INC8.0K shares1.27%2025-09-302025-11-14

SCHW SCHWAB CHARLES CORP4.2K shares0.02%2025-09-302025-11-14

SBUX STARBUCKS CORP4.5K shares0.09%2025-09-302025-11-14

MO ALTRIA GROUP INC5.7K shares0.00%2025-09-302025-11-14

IJH ISHARES TR5.7K shares0.00%2025-09-302025-11-14

Sponsored

PFE PFIZER INC14.2K shares-1.54%2025-09-302025-11-14

MSM MSC INDL DIRECT INC3.9K shares0.00%2025-09-302025-11-14

FDX FEDEX CORP1.5K shares0.00%2025-09-302025-11-14

MELI MERCADOLIBRE INC152 shares0.00%2025-09-302025-11-14

PLTR PALANTIR TECHNOLOGIES INC1.9K sharesnew addition2025-09-302025-11-14

TGT TARGET CORP3.8K shares-5.05%2025-09-302025-11-14

T AT&T INC11.8K shares0.00%2025-09-302025-11-14

FITB FIFTH THIRD BANCORP7.4K shares0.00%2025-09-302025-11-14

Sponsored

GD GENERAL DYNAMICS CORP962 shares0.10%2025-09-302025-11-14

FAF FIRST AMERN FINL CORP4.9K shares0.00%2025-09-302025-11-14

HON HONEYWELL INTL INC1.4K shares0.00%2025-09-302025-11-14

NJR NEW JERSEY RES CORP6.3K shares0.00%2025-09-302025-11-14

OTIS OTIS WORLDWIDE CORP3.3K shares-7.69%2025-09-302025-11-14

SLV ISHARES SILVER TR7.0K shares0.00%2025-09-302025-11-14

INTC INTEL CORP8.3K shares-17.94%2025-09-302025-11-14

IJR ISHARES TR2.3K shares0.00%2025-09-302025-11-14

Sponsored

GIS GENERAL MLS INC5.5K shares0.00%2025-09-302025-11-14

EMR EMERSON ELEC CO2.1K shares0.00%2025-09-302025-11-14

MCK MCKESSON CORP350 shares0.00%2025-09-302025-11-14

CBOE CBOE GLOBAL MKTS INC1.1K shares0.00%2025-09-302025-11-14

BMY BRISTOL-MYERS SQUIBB CO6.0K shares-4.58%2025-09-302025-11-14

IRM IRON MTN INC DEL2.6K shares0.00%2025-09-302025-11-14

NEA NUVEEN AMT FREE QLTY MUN INC23.6K shares0.00%2025-09-302025-11-14

USB US BANCORP DEL5.5K shares0.09%2025-09-302025-11-14

Sponsored

MU MICRON TECHNOLOGY INC1.6K sharesnew addition2025-09-302025-11-14

PAYX PAYCHEX INC2.1K shares0.15%2025-09-302025-11-14

COP CONOCOPHILLIPS2.8K shares0.00%2025-09-302025-11-14

ZBH ZIMMER BIOMET HOLDINGS INC2.6K shares0.00%2025-09-302025-11-14

WELL WELLTOWER INC1.4K shares0.00%2025-09-302025-11-14

APD AIR PRODS & CHEMS INC862 shares0.00%2025-09-302025-11-14

XLB SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-14

VZ VERIZON COMMUNICATIONS INC5.3K shares-7.21%2025-09-302025-11-14

Sponsored

LMT LOCKHEED MARTIN CORP462 shares0.22%2025-09-302025-11-14

AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-09-302025-11-14

CEG CONSTELLATION ENERGY CORP637 sharesnew addition2025-09-302025-11-14

AMTM AMENTUM HOLDINGS INC8.6K shares-8.93%2025-09-302025-11-14

SCHD SCHWAB STRATEGIC TR7.5K shares0.36%2025-09-302025-11-14

CAH CARDINAL HEALTH INC1.3K shares0.00%2025-09-302025-11-14

KLAC KLA CORP188 sharesnew addition2025-09-302025-11-14

IVV ISHARES TR300 shares0.00%2025-09-302025-11-14

Sponsored

IWM ISHARES TR630 shares0.00%2025-09-302025-11-14

VTV VANGUARD INDEX FDS700 shares0.00%2025-09-302025-11-14

VWO VANGUARD INTL EQUITY INDEX F1.8K shares0.05%2025-09-302025-11-14

VNQ VANGUARD INDEX FDS685 shares0.15%2025-09-302025-11-14

SCHB SCHWAB STRATEGIC TR1.8K shares0.11%2025-09-302025-11-14

IWD ISHARES TR200 shares0.00%2025-09-302025-11-14

EWZ ISHARES INC1.0K shares0.00%2025-09-302025-11-14

IEV ISHARES TR400 shares0.00%2025-09-302025-11-14

Sponsored

SCHG SCHWAB STRATEGIC TR639 shares4.58%2025-09-302025-11-14

IBB ISHARES TR120 shares0.00%2025-09-302025-11-14

SCHX SCHWAB STRATEGIC TR600 shares0.00%2025-09-302025-11-14

EPP ISHARES INC300 shares0.00%2025-09-302025-11-14

IYH ISHARES TR250 shares0.00%2025-09-302025-11-14

VEU VANGUARD INTL EQUITY INDEX F185 shares0.00%2025-09-302025-11-14

SCHA SCHWAB STRATEGIC TR400 shares0.00%2025-09-302025-11-14

RWR SPDR SERIES TRUST105 shares0.00%2025-09-302025-11-14

Sponsored

EEM ISHARES TR180 shares0.00%2025-09-302025-11-14

SCHV SCHWAB STRATEGIC TR300 shares0.00%2025-09-302025-11-14

IYE ISHARES TR175 shares0.00%2025-09-302025-11-14

SCHF SCHWAB STRATEGIC TR200 shares0.00%2025-09-302025-11-14

VOO VANGUARD INDEX FDS7 shares0.00%2025-09-302025-11-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available