$126 Million is the total value of Aberdeen Wealth Management LLC's 165 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 3.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVOV | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 val | $9,103,000 | -13.9% | 62,983 | -0.2% | 7.23% | +0.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,315,000 | -7.5% | 37,047 | +4.5% | 4.22% | +7.9% |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $4,839,000 | -25.6% | 98,352 | -25.3% | 3.84% | -13.2% |
| AAPL | Sell | APPLE INC | $4,663,000 | -21.8% | 34,104 | -0.1% | 3.70% | -8.7% |
| MSFT | Sell | MICROSOFT CORP | $3,766,000 | -17.0% | 14,662 | -0.3% | 2.99% | -3.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,917,000 | -0.1% | 16,433 | -0.3% | 2.32% | +16.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,686,000 | -8.4% | 12,789 | -0.8% | 2.13% | +6.8% |
| HD | HOME DEPOT INC | $2,627,000 | -8.4% | 9,577 | 0.0% | 2.09% | +6.9% | |
| ABBV | Buy | ABBVIE INC | $2,608,000 | -5.5% | 17,028 | +0.0% | 2.07% | +10.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,457,000 | -24.7% | 9,000 | -2.7% | 1.95% | -12.2% |
| DVY | Sell | ISHARES TRselect divid etf | $2,039,000 | -9.2% | 17,330 | -1.1% | 1.62% | +6.0% |
| GOOGL | ALPHABET INCcap stk cl a | $2,035,000 | -21.7% | 934 | 0.0% | 1.62% | -8.6% | |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,006,000 | -16.5% | 19,439 | +0.2% | 1.59% | -2.6% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,885,000 | -8.2% | 15,878 | -1.0% | 1.50% | +7.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,786,000 | -15.3% | 9,787 | -0.5% | 1.42% | -1.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,770,000 | -17.8% | 15,714 | -0.5% | 1.41% | -4.1% |
| GLD | Sell | SPDR GOLD TR | $1,768,000 | -7.2% | 10,497 | -0.5% | 1.40% | +8.3% |
| LOW | Sell | LOWES COS INC | $1,626,000 | -14.5% | 9,306 | -1.1% | 1.29% | -0.2% |
| CL | COLGATE PALMOLIVE CO | $1,621,000 | +5.7% | 20,226 | 0.0% | 1.29% | +23.3% | |
| PG | Sell | PROCTER AND GAMBLE CO | $1,595,000 | -6.3% | 11,092 | -0.4% | 1.27% | +9.3% |
| ABT | Buy | ABBOTT LABS | $1,575,000 | -8.2% | 14,498 | +0.0% | 1.25% | +7.0% |
| PEP | Buy | PEPSICO INC | $1,436,000 | -0.4% | 8,616 | +0.0% | 1.14% | +16.2% |
| J | JACOBS ENGR GROUP INC | $1,383,000 | -7.8% | 10,882 | 0.0% | 1.10% | +7.5% | |
| XOM | Sell | EXXON MOBIL CORP | $1,350,000 | +1.8% | 15,759 | -1.8% | 1.07% | +18.8% |
| STZ | CONSTELLATION BRANDS INCcl a | $1,318,000 | +1.2% | 5,655 | 0.0% | 1.05% | +18.0% | |
| AMAT | Buy | APPLIED MATLS INC | $1,311,000 | -31.0% | 14,411 | +0.0% | 1.04% | -19.4% |
| NVS | Sell | NOVARTIS AGsponsored adr | $1,238,000 | -4.1% | 14,642 | -0.5% | 0.98% | +11.9% |
| UNP | UNION PAC CORP | $1,222,000 | -21.9% | 5,730 | 0.0% | 0.97% | -8.9% | |
| MDT | MEDTRONIC PLC | $1,219,000 | -19.1% | 13,579 | 0.0% | 0.97% | -5.7% | |
| PFE | Sell | PFIZER INC | $1,208,000 | +0.7% | 23,047 | -0.6% | 0.96% | +17.5% |
| CI | Sell | CIGNA CORP NEW | $1,179,000 | +7.1% | 4,473 | -2.6% | 0.94% | +24.9% |
| AMGN | AMGEN INC | $1,178,000 | +0.6% | 4,841 | 0.0% | 0.94% | +17.3% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $1,123,000 | +9.6% | 21,763 | +26.9% | 0.89% | +27.8% |
| KO | Sell | COCA COLA CO | $1,117,000 | +0.8% | 17,751 | -0.6% | 0.89% | +17.5% |
| MCD | Sell | MCDONALDS CORP | $1,115,000 | -1.2% | 4,517 | -1.1% | 0.89% | +15.2% |
| DEO | Buy | DIAGEO PLCspon adr new | $1,078,000 | -14.2% | 6,189 | +0.0% | 0.86% | 0.0% |
| WMT | Buy | WALMART INC | $997,000 | -18.3% | 8,204 | +0.0% | 0.79% | -4.8% |
| MMM | Buy | 3M CO | $962,000 | -13.0% | 7,434 | +0.0% | 0.76% | +1.5% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $948,000 | -6.4% | 7,396 | 0.0% | 0.75% | +9.1% | |
| WAT | WATERS CORP | $914,000 | +6.7% | 2,762 | 0.0% | 0.73% | +24.3% | |
| CVX | Sell | CHEVRON CORP NEW | $909,000 | -13.8% | 6,279 | -3.1% | 0.72% | +0.4% |
| SO | Buy | SOUTHERN CO | $823,000 | -1.7% | 11,545 | +0.0% | 0.65% | +14.7% |
| NKE | NIKE INCcl b | $821,000 | -24.1% | 8,032 | 0.0% | 0.65% | -11.4% | |
| DIS | Sell | DISNEY WALT CO | $817,000 | -32.0% | 8,654 | -1.1% | 0.65% | -20.7% |
| CSX | Sell | CSX CORP | $782,000 | -23.5% | 26,900 | -1.5% | 0.62% | -10.8% |
| KMB | KIMBERLY-CLARK CORP | $736,000 | +9.7% | 5,448 | 0.0% | 0.58% | +28.0% | |
| NSC | Sell | NORFOLK SOUTHN CORP | $729,000 | -20.9% | 3,207 | -0.7% | 0.58% | -7.8% |
| XLE | SELECT SECTOR SPDR TRenergy | $726,000 | -6.4% | 10,155 | 0.0% | 0.58% | +9.1% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $720,000 | -3.6% | 7,493 | -0.7% | 0.57% | +12.4% |
| TXN | TEXAS INSTRS INC | $696,000 | -16.2% | 4,530 | 0.0% | 0.55% | -2.3% | |
| UL | UNILEVER PLCspon adr new | $687,000 | +0.6% | 14,998 | 0.0% | 0.55% | +17.4% | |
| COG | COTERRA ENERGY INC | $675,000 | -4.4% | 26,189 | 0.0% | 0.54% | +11.4% | |
| COST | COSTCO WHSL CORP NEW | $664,000 | -16.8% | 1,385 | 0.0% | 0.53% | -2.8% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $644,000 | -11.9% | 5,285 | 0.0% | 0.51% | +2.8% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $639,000 | -11.7% | 2,026 | -0.0% | 0.51% | +3.0% |
| CSCO | Sell | CISCO SYS INC | $620,000 | -24.0% | 14,530 | -0.7% | 0.49% | -11.3% |
| NVO | Sell | NOVO-NORDISK A Sadr | $618,000 | -4.9% | 5,550 | -5.1% | 0.49% | +10.8% |
| WM | Sell | WASTE MGMT INC DEL | $616,000 | -8.6% | 4,025 | -5.3% | 0.49% | +6.5% |
| ZTS | Sell | ZOETIS INCcl a | $599,000 | -9.9% | 3,483 | -1.2% | 0.48% | +5.1% |
| SNPS | SYNOPSYS INC | $577,000 | -8.8% | 1,900 | 0.0% | 0.46% | +6.3% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $577,000 | 0.0% | 7,499 | -5.1% | 0.46% | +16.5% |
| GOOG | ALPHABET INCcap stk cl c | $562,000 | -21.7% | 257 | 0.0% | 0.45% | -8.6% | |
| TGT | TARGET CORP | $560,000 | -33.4% | 3,962 | 0.0% | 0.44% | -22.3% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $555,000 | -16.4% | 1,470 | 0.0% | 0.44% | -2.4% | |
| INTC | Sell | INTEL CORP | $553,000 | -24.8% | 14,775 | -0.3% | 0.44% | -12.4% |
| AMZN | Buy | AMAZON COM INC | $546,000 | -34.8% | 5,140 | +1900.0% | 0.43% | -24.0% |
| EFX | EQUIFAX INC | $530,000 | -23.0% | 2,900 | 0.0% | 0.42% | -10.2% | |
| AEP | AMERICAN ELEC PWR CO INC | $521,000 | -3.9% | 5,433 | 0.0% | 0.41% | +12.2% | |
| GILD | Buy | GILEAD SCIENCES INC | $521,000 | +8.1% | 8,430 | +4.1% | 0.41% | +26.2% |
| VMC | VULCAN MATLS CO | $509,000 | -22.6% | 3,582 | 0.0% | 0.40% | -9.8% | |
| SYY | SYSCO CORP | $502,000 | +3.7% | 5,924 | 0.0% | 0.40% | +20.9% | |
| FAST | Buy | FASTENAL CO | $501,000 | -8.6% | 10,030 | +8.7% | 0.40% | +6.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $484,000 | -38.4% | 6,923 | +1.9% | 0.38% | -28.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $465,000 | -12.9% | 2,550 | +0.0% | 0.37% | +1.4% |
| EBAY | EBAY INC. | $457,000 | -27.2% | 10,960 | 0.0% | 0.36% | -15.2% | |
| CTAS | CINTAS CORP | $443,000 | -12.1% | 1,185 | 0.0% | 0.35% | +2.6% | |
| EEMV | ISHARES INCmsci emerg mrkt | $439,000 | -9.3% | 7,925 | 0.0% | 0.35% | +5.8% | |
| ENB | Sell | ENBRIDGE INC | $439,000 | -17.0% | 10,383 | -9.5% | 0.35% | -3.1% |
| GIS | GENERAL MLS INC | $432,000 | +11.3% | 5,726 | 0.0% | 0.34% | +29.9% | |
| SYK | STRYKER CORPORATION | $431,000 | -25.6% | 2,165 | 0.0% | 0.34% | -13.2% | |
| LIN | LINDE PLC | $420,000 | -9.9% | 1,460 | 0.0% | 0.33% | +5.4% | |
| EFA | ISHARES TRmsci eafe etf | $407,000 | -15.2% | 6,517 | 0.0% | 0.32% | -1.2% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $407,000 | +8.5% | 2,884 | -0.0% | 0.32% | +26.7% |
| CAT | CATERPILLAR INC | $405,000 | -19.8% | 2,266 | 0.0% | 0.32% | -6.4% | |
| BLK | Buy | BLACKROCK INC | $398,000 | -20.1% | 653 | +0.2% | 0.32% | -6.8% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $393,000 | -7.1% | 4,030 | -1.8% | 0.31% | +8.3% |
| FDX | FEDEX CORP | $391,000 | -2.0% | 1,724 | 0.0% | 0.31% | +14.3% | |
| BAC | BK OF AMERICA CORP | $382,000 | -24.4% | 12,258 | 0.0% | 0.30% | -11.9% | |
| IDXX | IDEXX LABS INC | $382,000 | -35.8% | 1,088 | 0.0% | 0.30% | -25.2% | |
| MRK | Buy | MERCK & CO INC | $380,000 | +11.1% | 4,173 | +0.1% | 0.30% | +29.6% |
| ORLY | OREILLY AUTOMOTIVE INC | $379,000 | -7.8% | 600 | 0.0% | 0.30% | +7.5% | |
| MMC | MARSH & MCLENNAN COS INC | $378,000 | -8.9% | 2,436 | 0.0% | 0.30% | +6.0% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $370,000 | -18.3% | 976 | -2.3% | 0.29% | -4.9% |
| VZ | VERIZON COMMUNICATIONS INC | $362,000 | -0.5% | 7,138 | 0.0% | 0.29% | +16.1% | |
| MSM | MSC INDL DIRECT INCcl a | $363,000 | -11.9% | 4,834 | 0.0% | 0.29% | +2.5% | |
| IAU | Buy | ISHARES GOLD TRishares new | $357,000 | -3.3% | 10,412 | +4.0% | 0.28% | +13.1% |
| TRMB | TRIMBLE INC | $349,000 | -19.4% | 6,000 | 0.0% | 0.28% | -6.1% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $342,000 | -25.0% | 5,408 | +0.0% | 0.27% | -12.5% |
| SBUX | Sell | STARBUCKS CORP | $342,000 | -20.1% | 4,472 | -5.0% | 0.27% | -6.5% |
| DE | DEERE & CO | $337,000 | -27.8% | 1,125 | 0.0% | 0.27% | -15.7% | |
| MRNA | MODERNA INC | $331,000 | -17.0% | 2,315 | 0.0% | 0.26% | -3.3% | |
| LLY | LILLY ELI & CO | $331,000 | +13.4% | 1,020 | 0.0% | 0.26% | +32.2% | |
| ADI | Sell | ANALOG DEVICES INC | $325,000 | -14.2% | 2,228 | -3.0% | 0.26% | 0.0% |
| ORCL | ORACLE CORP | $321,000 | -15.7% | 4,600 | 0.0% | 0.26% | -1.5% | |
| V | Buy | VISA INC | $320,000 | -11.4% | 1,627 | +0.1% | 0.25% | +3.3% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $313,000 | -8.5% | 2,194 | 0.0% | 0.25% | +6.9% | |
| COP | CONOCOPHILLIPS | $310,000 | -10.1% | 3,447 | 0.0% | 0.25% | +4.7% | |
| AXP | AMERICAN EXPRESS CO | $308,000 | -25.8% | 2,221 | 0.0% | 0.24% | -13.4% | |
| FAF | Sell | FIRST AMERN FINL CORP | $302,000 | -24.9% | 5,701 | -8.1% | 0.24% | -12.4% |
| T | Sell | AT&T INC | $299,000 | -11.5% | 14,280 | -0.3% | 0.24% | +3.5% |
| BSX | BOSTON SCIENTIFIC CORP | $297,000 | -15.9% | 7,970 | 0.0% | 0.24% | -1.7% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $290,000 | -18.5% | 701 | -3.4% | 0.23% | -5.0% |
| OTIS | OTIS WORLDWIDE CORP | $281,000 | -8.2% | 3,974 | 0.0% | 0.22% | +7.2% | |
| NJR | NEW JERSEY RES CORP | $280,000 | -3.1% | 6,294 | 0.0% | 0.22% | +12.7% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $277,000 | -10.4% | 23,554 | 0.0% | 0.22% | +4.8% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $277,000 | -18.0% | 2,639 | 0.0% | 0.22% | -4.3% | |
| BKNG | BOOKING HOLDINGS INC | $275,000 | -25.5% | 157 | 0.0% | 0.22% | -13.1% | |
| USB | Buy | US BANCORP DEL | $274,000 | -13.6% | 5,964 | +0.1% | 0.22% | +0.9% |
| FITB | FIFTH THIRD BANCORP | $273,000 | -22.0% | 8,130 | 0.0% | 0.22% | -8.8% | |
| TM | TOYOTA MOTOR CORPads | $273,000 | -14.4% | 1,772 | 0.0% | 0.22% | 0.0% | |
| PAYX | Sell | PAYCHEX INC | $265,000 | -18.2% | 2,329 | -2.0% | 0.21% | -4.5% |
| XLB | SELECT SECTOR SPDR TRsbi materials | $265,000 | -16.4% | 3,600 | 0.0% | 0.21% | -2.3% | |
| IJH | ISHARES TRcore s&p mcp etf | $259,000 | -15.6% | 1,145 | 0.0% | 0.21% | -1.4% | |
| EIX | Buy | EDISON INTL | $258,000 | -9.5% | 4,076 | +0.1% | 0.20% | +5.7% |
| HON | HONEYWELL INTL INC | $249,000 | -10.8% | 1,432 | 0.0% | 0.20% | +4.2% | |
| CVS | Buy | CVS HEALTH CORP | $243,000 | -8.3% | 2,622 | +0.1% | 0.19% | +7.2% |
| MO | ALTRIA GROUP INC | $242,000 | -19.9% | 5,785 | 0.0% | 0.19% | -6.8% | |
| ABC | AMERISOURCEBERGEN CORP | $236,000 | -8.5% | 1,670 | 0.0% | 0.19% | +6.2% | |
| HSY | Sell | HERSHEY CO | $236,000 | -7.5% | 1,099 | -6.8% | 0.19% | +7.5% |
| UNH | UNITEDHEALTH GROUP INC | $234,000 | +0.9% | 455 | 0.0% | 0.19% | +17.7% | |
| SLV | ISHARES SILVER TRishares | $233,000 | -18.2% | 12,475 | 0.0% | 0.18% | -4.6% | |
| Sell | GENERAL ELECTRIC CO | $229,000 | -84.4% | 3,597 | -77.6% | 0.18% | -81.8% | |
| GD | Sell | GENERAL DYNAMICS CORP | $226,000 | -10.7% | 1,024 | -2.3% | 0.18% | +4.7% |
| CBOE | CBOE GLOBAL MKTS INC | $226,000 | -1.3% | 2,000 | 0.0% | 0.18% | +15.4% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $219,000 | -8.0% | 403 | 0.0% | 0.17% | +7.4% | |
| LMT | LOCKHEED MARTIN CORP | $217,000 | -2.3% | 504 | 0.0% | 0.17% | +13.9% | |
| IJR | ISHARES TRcore s&p scp etf | $215,000 | -14.3% | 2,330 | 0.0% | 0.17% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $207,000 | -15.2% | 350 | 0.0% | 0.16% | -1.2% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $179,000 | -9.1% | 2,500 | 0.0% | 0.14% | +6.0% | |
| IWM | ISHARES TRrussell 2000 etf | $120,000 | -17.8% | 710 | 0.0% | 0.10% | -4.0% | |
| HBI | Buy | HANESBRANDS INC | $112,000 | -30.9% | 10,914 | +0.2% | 0.09% | -19.1% |
| VTV | VANGUARD INDEX FDSvalue etf | $92,000 | -10.7% | 700 | 0.0% | 0.07% | +4.3% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $71,000 | -10.1% | 1,705 | 0.0% | 0.06% | +3.7% | |
| IBB | ISHARES TRishares biotech | $61,000 | -10.3% | 520 | 0.0% | 0.05% | +4.3% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $45,000 | -21.1% | 346 | 0.0% | 0.04% | -7.7% | |
| New | SARCOS TECHN AND ROBOTICS CO | $42,000 | – | 15,797 | +100.0% | 0.03% | – | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $30,000 | -14.3% | 200 | 0.0% | 0.02% | 0.0% | |
| IWD | ISHARES TRrus 1000 val etf | $29,000 | -12.1% | 200 | 0.0% | 0.02% | +4.5% | |
| VOO | VANGUARD INDEX FDS | $29,000 | -17.1% | 85 | 0.0% | 0.02% | -4.2% | |
| EWZ | ISHARES INCmsci brazil etf | $27,000 | -28.9% | 1,000 | 0.0% | 0.02% | -19.2% | |
| EEM | ISHARES TRmsci emg mkt etf | $23,000 | -11.5% | 580 | 0.0% | 0.02% | 0.0% | |
| VO | VANGUARD INDEX FDSmid cap etf | $17,000 | -15.0% | 85 | 0.0% | 0.01% | 0.0% | |
| IEV | ISHARES TReurope etf | $17,000 | -15.0% | 400 | 0.0% | 0.01% | 0.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $15,000 | -21.1% | 350 | 0.0% | 0.01% | -7.7% | |
| IYH | ISHARES TRus hlthcare etf | $13,000 | -7.1% | 50 | 0.0% | 0.01% | 0.0% | |
| EPP | ISHARES INCmsci pac jp etf | $12,000 | -20.0% | 300 | 0.0% | 0.01% | 0.0% | |
| RWR | SPDR SER TRdj reit etf | $10,000 | -16.7% | 105 | 0.0% | 0.01% | 0.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $9,000 | -18.2% | 185 | 0.0% | 0.01% | 0.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $9,000 | -18.2% | 150 | 0.0% | 0.01% | 0.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $9,000 | -18.2% | 200 | 0.0% | 0.01% | 0.0% | |
| IYE | ISHARES TRu.s. energy etf | $7,000 | 0.0% | 175 | 0.0% | 0.01% | +20.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $8,000 | -11.1% | 200 | 0.0% | 0.01% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $6,000 | -14.3% | 100 | 0.0% | 0.01% | 0.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -33.3% | |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -4,400 | -100.0% | -0.14% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -1,758 | -100.0% | -0.14% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,137 | -100.0% | -0.14% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -950 | -100.0% | -0.14% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -920 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 4.9% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.4% |
| HOME DEPOT INC | 16 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 2.8% |
| AUTOMATIC DATA PROCESSING IN | 16 | Q3 2023 | 2.5% |
| JPMORGAN CHASE & CO | 16 | Q3 2023 | 2.6% |
| ABBVIE INC | 16 | Q3 2023 | 2.1% |
| ALPHABET INC | 16 | Q3 2023 | 2.4% |
| LOWES COS INC | 16 | Q3 2023 | 1.9% |
| UNITED PARCEL SERVICE INC | 16 | Q3 2023 | 1.9% |
View Aberdeen Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Aberdeen Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.