Aberdeen Wealth Management LLC 13F Holdings
CIK 000108525 · LAKE BLUFF, IL
As of Sep 30, 2025, Aberdeen Wealth Management LLC reported 165 positions worth
CIK 000108525 · LAKE BLUFF, IL
As of Sep 30, 2025, Aberdeen Wealth Management LLC reported 165 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND | IVOV | — | 118,492 | 1.9M | 7.50% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 42,034 | $9.1M | 5.70% |
| MICROSOFT CORP | MSFT | Technology | 12,424 | $6.4M | 4.04% |
| APPLE INC | AAPL | Technology | 22,627 | $5.8M | 3.62% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 14,833 | $4.7M | 2.94% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,962 | $4.0M | 2.51% |
| ALPHABET INC | GOOGL | Equity | 14,154 | $3.4M | 2.16% |
| NVIDIA CORP | NVDA | Technology | 18,280 | $3.4M | 2.14% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 23,690 | $3.4M | 2.12% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 67,481 | $3.4M | 2.12% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 11,492 | $3.4M | 2.12% |
| HOME DEPOT INC | HD | Consumer Cyclical | 7,155 | $2.9M | 1.82% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 38,349 | $2.8M | 1.77% |
| ABBVIE INC | ABBV | Equity | 12,003 | $2.8M | 1.75% |
| SPDR GOLD TRUST | GQ9 | — | 7,117 | $2.5M | 1.59% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 93,529 | $2.5M | 1.55% |
| APPLIED MATERIALS INC | AMAT | Technology | 10,799 | $2.2M | 1.39% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 15,170 | $2.2M | 1.35% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 11,528 | $2.1M | 1.34% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 14,767 | $2.1M | 1.30% |
| WALMART INC | WMT | Consumer Defensive | 18,480 | .9M | 1.20% |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 20,551 | .6M | 1.03% |
| ABBOTT LABORATORIES | ABT | Healthcare | 11,878 | .6M | 1.00% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 6,041 | .5M | 0.95% |
| EXXON MOBIL CORP | XOM | Energy | 13,167 | .5M | 0.93% |