Sponsored
The Analysis of Aberdeen Wealth Management LLC's Holdings & P&L
Currently, Aberdeen Wealth Management LLC holds 179 types of securities in its portfolio with a total value $219.4M. In the most recent quarter, they have increased their positions in VUSB (+63.4K shares, valued at $3.2M), VIG (+11.2K shares, valued at $2.4M), FNDX (+71.5K shares, valued at $2.0M); decreased their positions in VTI (-1.7K shares, valued at $553.1K), MSFT (-250 shares, valued at $92.5K), AMAT (-225 shares, valued at $76.9K); initiated new positions in VUSB (+63.4K shares, valued at $3.2M), NEA (+23.6K shares, valued at $264.5K), IWR (+2.6K shares, valued at $256.7K).
1M P&L
+5.9M+2.81%
3M P&L
+4.4M+2.08%
HY P&L
+18.1M+9.20%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A103.9M
51.9%
2Drug Manufacturers - General8.7M
4.4%
3Software - Infrastructure8.0M
4.0%
Top Industries by Stock Count
1N/A51 stocks
31.1%
2Drug Manufacturers - General7 stocks
4.3%
3Semiconductors6 stocks
3.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
Sponsored
VTI
-1.11%VANGUARD INDEX FDS
Shares153.0K
Event2026-03-31
Filed2026-05-15
VIG
23.73%VANGUARD SPECIALIZED FUNDS
Shares58.4K
Event2026-03-31
Filed2026-05-15
IVOV
-0.57%VANGUARD ADMIRAL FDS INC
Shares117.9K
Event2026-03-31
Filed2026-05-15
AAPL
-0.22%APPLE INC
Shares22.5K
Event2026-03-31
Filed2026-05-15
FNDX
59.49%SCHWAB STRATEGIC TR
Shares191.6K
Event2026-03-31
Filed2026-05-15
JPM
0.00%JPMORGAN CHASE & CO
Shares15.0K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
11.86%BERKSHIRE HATHAWAY INC DEL
Shares9.0K
Event2026-03-31
Filed2026-05-15
MSFT
-2.19%MICROSOFT CORP
Shares11.2K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
-0.63%ALPHABET INC
Shares14.2K
Event2026-03-31
Filed2026-05-15
AMAT
-2.09%APPLIED MATLS INC
Shares10.5K
Event2026-03-31
Filed2026-05-15
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares24.1K
Event2026-03-31
Filed2026-05-15
VUSB
NewVANGUARD BD INDEX FDS
Shares63.4K
Event2026-03-31
Filed2026-05-15
NVDA
-0.80%NVIDIA CORPORATION
Shares18.0K
Event2026-03-31
Filed2026-05-15
GLD
0.00%SPDR GOLD TR
Shares7.0K
Event2026-03-31
Filed2026-05-15
VXUS
-0.62%VANGUARD STAR FDS
Shares38.9K
Event2026-03-31
Filed2026-05-15
JNJ
-1.08%JOHNSON & JOHNSON
Shares11.2K
Event2026-03-31
Filed2026-05-15
ABBV
-0.43%ABBVIE INC
Shares11.6K
Event2026-03-31
Filed2026-05-15
ADP
0.00%AUTOMATIC DATA PROCESSING IN
Shares11.2K
Event2026-03-31
Filed2026-05-15
HD
0.00%HOME DEPOT INC
Shares6.9K
Event2026-03-31
Filed2026-05-15
XOM
0.02%EXXON MOBIL CORP
Shares13.2K
Event2026-03-31
Filed2026-05-15
DVY
0.00%ISHARES TR
Shares14.4K
Event2026-03-31
Filed2026-05-15
SDY
-2.37%SPDR SERIES TRUST
Shares14.4K
Event2026-03-31
Filed2026-05-15
WMT
-3.57%WALMART INC
Shares16.6K
Event2026-03-31
Filed2026-05-15
VB
9.26%VANGUARD INDEX FDS
Shares6.5K
Event2026-03-31
Filed2026-05-15
CL
-0.31%COLGATE PALMOLIVE CO
Shares19.2K
Event2026-03-31
Filed2026-05-15
AMGN
0.00%AMGEN INC
Shares4.3K
Event2026-03-31
Filed2026-05-15
CAT
0.00%CATERPILLAR INC
Shares2.2K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
-3.13%ALPHABET INC
Shares5.1K
Event2026-03-31
Filed2026-05-15
LOW
0.00%LOWES COS INC
Shares5.9K
Event2026-03-31
Filed2026-05-15
VHT
0.35%VANGUARD WORLD FD
Shares4.9K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
0.00%ISHARES GOLD TR
Shares14.7K
Event2026-03-31
Filed2026-05-15
KO
0.00%COCA COLA CO
Shares16.9K
Event2026-03-31
Filed2026-05-15
RTX
-1.52%RTX CORPORATION
Shares6.5K
Event2026-03-31
Filed2026-05-15
J
0.00%JACOBS SOLUTIONS INC
Shares9.8K
Event2026-03-31
Filed2026-05-15
PEP
-1.22%PEPSICO INC
Shares8.0K
Event2026-03-31
Filed2026-05-15
XLE
0.00%SELECT SECTOR SPDR TR
Shares19.9K
Event2026-03-31
Filed2026-05-15
UNP
0.00%UNION PAC CORP
Shares5.0K
Event2026-03-31
Filed2026-05-15
ABT
-0.42%ABBOTT LABORATORIES
Shares11.7K
Event2026-03-31
Filed2026-05-15
PG
-0.97%PROCTER & GAMBLE CO
Shares7.7K
Event2026-03-31
Filed2026-05-15
EEMV
0.00%ISHARES INC
Shares16.8K
Event2026-03-31
Filed2026-05-15
CSCO
-0.17%CISCO SYS INC
Shares13.8K
Event2026-03-31
Filed2026-05-15
XLV
0.00%SELECT SECTOR SPDR TR
Shares7.1K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
0.00%MEDTRONIC PLC
Shares11.9K
Event2026-03-31
Filed2026-05-15
CSX
0.00%CSX CORP
Shares24.8K
Event2026-03-31
Filed2026-05-15
GILD
0.01%GILEAD SCIENCES INC
Shares7.2K
Event2026-03-31
Filed2026-05-15
AMZN
-1.64%AMAZON COM INC
Shares4.8K
Event2026-03-31
Filed2026-05-15
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares3.7K
Event2026-03-31
Filed2026-05-15
WM
0.00%WASTE MGMT INC DEL
Shares3.8K
Event2026-03-31
Filed2026-05-15
NSC
-2.41%NORFOLK SOUTHN CORP
Shares3.0K
Event2026-03-31
Filed2026-05-15
SPY
-6.07%STATE STR SPDR S&P 500 ETF T
Shares1.3K
Event2026-03-31
Filed2026-05-15
MA
0.00%MASTERCARD INCORPORATED
Shares1.7K
Event2026-03-31
Filed2026-05-15
STZ
-0.63%CONSTELLATION BRANDS INC
Shares5.5K
Event2026-03-31
Filed2026-05-15
SO
-3.42%SOUTHERN CO
Shares8.5K
Event2026-03-31
Filed2026-05-15
EBAY
-5.03%EBAY INC.
Shares9.0K
Event2026-03-31
Filed2026-05-15
TXN
0.00%TEXAS INSTRS INC
Shares4.2K
Event2026-03-31
Filed2026-05-15
CVX
-1.27%CHEVRON CORPORATION
Shares3.9K
Event2026-03-31
Filed2026-05-15
UPS
-0.40%UNITED PARCEL SVCS INC
Shares7.9K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
-3.15%GE AEROSPACE
Shares2.7K
Event2026-03-31
Filed2026-05-15
WAT
2.04%WATERS CORP
Shares2.5K
Event2026-03-31
Filed2026-05-15
SNPS
0.00%SYNOPSYS INC
Shares1.9K
Event2026-03-31
Filed2026-05-15
VO
12.14%VANGUARD INDEX FDS
Shares2.6K
Event2026-03-31
Filed2026-05-15
FAST
-8.99%FASTENAL CO
Shares15.9K
Event2026-03-31
Filed2026-05-15
MCD
-2.10%MCDONALDS CORP
Shares2.3K
Event2026-03-31
Filed2026-05-15
META
-1.17%META PLATFORMS INC
Shares2.4K
Event2026-03-31
Filed2026-05-15
COST
0.00%COSTCO WHOLESALE CORPORATION
Shares716
Event2026-03-31
Filed2026-05-15
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares2.9K
Event2026-03-31
Filed2026-05-15
ORLY
-1.37%OREILLY AUTOMOTIVE INC
Shares7.5K
Event2026-03-31
Filed2026-05-15
DIS
-0.98%DISNEY WALT CO
Shares7.0K
Event2026-03-31
Filed2026-05-15
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares5.1K
Event2026-03-31
Filed2026-05-15
VYM
0.04%VANGUARD WHITEHALL FDS
Shares4.5K
Event2026-03-31
Filed2026-05-15
LLY
0.00%ELI LILLY & CO
Shares711
Event2026-03-31
Filed2026-05-15
CTRA
0.00%COTERRA ENERGY INC
Shares18.5K
Event2026-03-31
Filed2026-05-15
GEV
0.00%GE VERNOVA INC
Shares736
Event2026-03-31
Filed2026-05-15
CHKP
0.00%CHECK POINT SOFTWARE TECH LT
Shares4.4K
Event2026-03-31
Filed2026-05-15
BKNG
0.00%BOOKING HOLDINGS INC
Shares147
Event2026-03-31
Filed2026-05-15
BAC
-3.05%BANK AMERICA CORP
Shares12.3K
Event2026-03-31
Filed2026-05-15
EFA
0.00%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-05-15
DE
0.00%DEERE & CO
Shares1.0K
Event2026-03-31
Filed2026-05-15
LINDE PLC
0.00%LINDE PLC
Shares1.2K
Event2026-03-31
Filed2026-05-15
IVV
0.00%ISHARES TR
Shares880
Event2026-03-31
Filed2026-05-15
AXP
0.00%AMERICAN EXPRESS CO
Shares1.8K
Event2026-03-31
Filed2026-05-15
MU
1.40%MICRON TECHNOLOGY INC
Shares1.6K
Event2026-03-31
Filed2026-05-15
ITW
-2.37%ILLINOIS TOOL WKS INC
Shares2.1K
Event2026-03-31
Filed2026-05-15
CTAS
0.00%CINTAS CORP
Shares3.1K
Event2026-03-31
Filed2026-05-15
EFX
0.00%EQUIFAX INC
Shares2.9K
Event2026-03-31
Filed2026-05-15
ADI
0.06%ANALOG DEVICES INC
Shares1.6K
Event2026-03-31
Filed2026-05-15
IDXX
-3.65%IDEXX LABS INC
Shares923
Event2026-03-31
Filed2026-05-15
VMC
0.00%VULCAN MATLS CO
Shares1.9K
Event2026-03-31
Filed2026-05-15
FDX
-6.56%FEDEX CORP
Shares1.4K
Event2026-03-31
Filed2026-05-15
KMB
0.00%KIMBERLY-CLARK CORP
Shares5.2K
Event2026-03-31
Filed2026-05-15
EXPD
-1.45%EXPEDITORS INTL WASH INC
Shares3.4K
Event2026-03-31
Filed2026-05-15
BSX
0.00%BOSTON SCIENTIFIC CORP
Shares7.7K
Event2026-03-31
Filed2026-05-15
SLV
0.00%ISHARES SILVER TR
Shares6.8K
Event2026-03-31
Filed2026-05-15
SYK
0.00%STRYKER CORPORATION
Shares1.4K
Event2026-03-31
Filed2026-05-15
TGT
0.00%TARGET CORP
Shares3.8K
Event2026-03-31
Filed2026-05-15
CENCORA INC
0.00%CENCORA INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
MMM
0.00%3M CO
Shares3.1K
Event2026-03-31
Filed2026-05-15
MMC
0.00%MARSH & MCLENNAN COS INC
Shares2.4K
Event2026-03-31
Filed2026-05-15
ENB
-1.29%ENBRIDGE INC
Shares7.7K
Event2026-03-31
Filed2026-05-15
SYY
0.00%SYSCO CORP
Shares5.8K
Event2026-03-31
Filed2026-05-15
SCHW
0.00%SCHWAB CHARLES CORP
Shares4.4K
Event2026-03-31
Filed2026-05-15
V
0.00%VISA INC
Shares1.3K
Event2026-03-31
Filed2026-05-15
SBUX
0.00%STARBUCKS CORP
Shares4.4K
Event2026-03-31
Filed2026-05-15
IJH
0.00%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-05-15
MDY
-11.41%STATE STR SPDR S&P MIDCAP 40
Shares621
Event2026-03-31
Filed2026-05-15
ZTS
0.00%ZOETIS INC
Shares3.2K
Event2026-03-31
Filed2026-05-15
PFE
0.02%PFIZER INC
Shares13.1K
Event2026-03-31
Filed2026-05-15
MO
0.00%ALTRIA GROUP INC
Shares5.5K
Event2026-03-31
Filed2026-05-15
INTC
-1.21%INTEL CORP
Shares8.2K
Event2026-03-31
Filed2026-05-15
MSM
0.00%MSC INDL DIRECT INC
Shares3.9K
Event2026-03-31
Filed2026-05-15
ORCL
0.00%ORACLE CORP
Shares2.4K
Event2026-03-31
Filed2026-05-15
NJR
0.00%NEW JERSEY RES CORP
Shares6.3K
Event2026-03-31
Filed2026-05-15
T
0.00%AT&T INC
Shares11.8K
Event2026-03-31
Filed2026-05-15
NKE
0.02%NIKE INC
Shares6.4K
Event2026-03-31
Filed2026-05-15
BMY
-0.90%BRISTOL-MYERS SQUIBB CO
Shares5.5K
Event2026-03-31
Filed2026-05-15
COP
0.00%CONOCOPHILLIPS
Shares2.5K
Event2026-03-31
Filed2026-05-15
TRMB
0.00%TRIMBLE INC
Shares5.0K
Event2026-03-31
Filed2026-05-15
HON
0.00%HONEYWELL INTL INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
0.00%GENERAL DYNAMICS CORP
Shares932
Event2026-03-31
Filed2026-05-15
FITB
0.00%FIFTH THIRD BANCORP
Shares6.8K
Event2026-03-31
Filed2026-05-15
DEO
0.00%DIAGEO PLC
Shares4.2K
Event2026-03-31
Filed2026-05-15
CBOE
0.00%CBOE GLOBAL MKTS INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
MCK
0.00%MCKESSON CORP
Shares350
Event2026-03-31
Filed2026-05-15
IJR
0.00%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-05-15
FAF
-0.67%FIRST AMERN FINL CORP
Shares4.9K
Event2026-03-31
Filed2026-05-15
PYPL
0.00%PAYPAL HLDGS INC
Shares6.4K
Event2026-03-31
Filed2026-05-15
AMD
-14.42%ADVANCED MICRO DEVICES INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
USB
0.09%US BANCORP
Shares5.5K
Event2026-03-31
Filed2026-05-15
PLTR
0.00%PALANTIR TECHNOLOGIES INC
Shares1.9K
Event2026-03-31
Filed2026-05-15
LMT
0.00%LOCKHEED MARTIN CORP
Shares462
Event2026-03-31
Filed2026-05-15
CAH
0.00%CARDINAL HEALTH INC
Shares1.3K
Event2026-03-31
Filed2026-05-15
EMR
0.00%EMERSON ELEC CO
Shares2.1K
Event2026-03-31
Filed2026-05-15
IRM
0.00%IRON MTN INC DEL
Shares2.6K
Event2026-03-31
Filed2026-05-15
WELL
0.00%WELLTOWER INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
NEA
NewNUVEEN AMT FREE QLTY MUN INC
Shares23.6K
Event2026-03-31
Filed2026-05-15
MELI
0.00%MERCADOLIBRE INC
Shares152
Event2026-03-31
Filed2026-05-15
XLB
0.00%SELECT SECTOR SPDR TR
Shares5.2K
Event2026-03-31
Filed2026-05-15
VZ
-1.92%VERIZON COMMUNICATIONS INC
Shares5.1K
Event2026-03-31
Filed2026-05-15
IWR
NewISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-15
OTIS
0.00%OTIS WORLDWIDE CORP
Shares3.3K
Event2026-03-31
Filed2026-05-15
APD
0.00%AIR PRODUCTS AND CHEMICALS I
Shares862
Event2026-03-31
Filed2026-05-15
TILT
0.00%FLEXSHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-15
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC
Shares2.6K
Event2026-03-31
Filed2026-05-15
KLAC
-7.69%KLA CORP
Shares156
Event2026-03-31
Filed2026-05-15
SCHD
-1.52%SCHWAB STRATEGIC TR
Shares7.5K
Event2026-03-31
Filed2026-05-15
SHEL
NewSHELL PLC
Shares2.4K
Event2026-03-31
Filed2026-05-15
AMTM
-0.05%AMENTUM HOLDINGS INC
Shares8.6K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
NewMERCK & CO INC
Shares1.8K
Event2026-03-31
Filed2026-05-15
EIX
NewEDISON INTL
Shares2.9K
Event2026-03-31
Filed2026-05-15
VOE
0.00%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-05-15
JCI
NewJOHNSON CONTROLS INTERNATION
Shares1.6K
Event2026-03-31
Filed2026-05-15
GDX
-8.16%VANECK ETF TRUST
Shares2.3K
Event2026-03-31
Filed2026-05-15
GIS
0.00%GENERAL MILLS INC
Shares5.4K
Event2026-03-31
Filed2026-05-15
IWF
0.00%ISHARES TR
Shares350
Event2026-03-31
Filed2026-05-15
VTV
0.00%VANGUARD INDEX FDS
Shares700
Event2026-03-31
Filed2026-05-15
IWM
-27.07%ISHARES TR
Shares520
Event2026-03-31
Filed2026-05-15
VWO
0.00%VANGUARD INTL EQUITY INDEX F
Shares1.9K
Event2026-03-31
Filed2026-05-15
VNQ
0.13%VANGUARD INDEX FDS
Shares787
Event2026-03-31
Filed2026-05-15
VFH
0.00%VANGUARD WORLD FD
Shares400
Event2026-03-31
Filed2026-05-15
SCHB
1.96%SCHWAB STRATEGIC TR
Shares1.8K
Event2026-03-31
Filed2026-05-15
IWD
0.00%ISHARES TR
Shares200
Event2026-03-31
Filed2026-05-15
EWZ
0.00%ISHARES INC
Shares1.0K
Event2026-03-31
Filed2026-05-15
IEV
0.00%ISHARES TR
Shares400
Event2026-03-31
Filed2026-05-15
IBB
0.00%ISHARES TR
Shares120
Event2026-03-31
Filed2026-05-15
SCHG
-8.40%SCHWAB STRATEGIC TR
Shares600
Event2026-03-31
Filed2026-05-15
EPP
0.00%ISHARES INC
Shares300
Event2026-03-31
Filed2026-05-15
IYH
0.00%ISHARES TR
Shares250
Event2026-03-31
Filed2026-05-15
SCHX
0.00%SCHWAB STRATEGIC TR
Shares600
Event2026-03-31
Filed2026-05-15
VGT
0.00%VANGUARD WORLD FD
Shares22
Event2026-03-31
Filed2026-05-15
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares185
Event2026-03-31
Filed2026-05-15
VBK
NewVANGUARD INDEX FDS
Shares40
Event2026-03-31
Filed2026-05-15
SCHA
0.00%SCHWAB STRATEGIC TR
Shares400
Event2026-03-31
Filed2026-05-15
IYE
0.00%ISHARES TR
Shares175
Event2026-03-31
Filed2026-05-15
VBR
NewVANGUARD INDEX FDS
Shares50
Event2026-03-31
Filed2026-05-15
RWR
0.00%SPDR SERIES TRUST
Shares105
Event2026-03-31
Filed2026-05-15
EEM
0.00%ISHARES TR
Shares180
Event2026-03-31
Filed2026-05-15
SCHV
0.00%SCHWAB STRATEGIC TR
Shares300
Event2026-03-31
Filed2026-05-15
SCHF
0.00%SCHWAB STRATEGIC TR
Shares200
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
-70.83%VANGUARD INDEX FDS
Shares7
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available