Aberdeen Wealth Management LLC
Q2 2025 13F Holdings
- Locationlake bluff, IL
- Num holdings
165
- Value ($000)
$150,428
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001802654
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVOV Vanguard Mid Cap S&P Value Etf | COMMON | 921932844 | $11.36M | 8 % | 118,977 | ||
VIG Vanguard Div Appreciation | COMMON | 921908844 | $8.62M | 6 % | 42,129 | ||
MSFT Microsoft Corp | COMMON | 594918104 | $6.15M | 4 % | 12,368 | ||
AAPL Apple Computer Inc | COMMON | 037833100 | $4.64M | 3 % | 22,627 | ||
JPM JPM Chase & Co | COMMON | 46625H100 | $4.39M | 3 % | 15,133 | ||
BRK.B Berkshire Hathaway Cl B | COMMON | 084670702 | $3.87M | 3 % | 7,962 | ||
AUDP Auto Data Processing | COMMON | 053015103 | $3.54M | 2 % | 11,492 | ||
VUSB Vanguard Ultra Short | COMMON | 92203C303 | $3.49M | 2 % | 69,953 | ||
VSS Vanguard All World Ex US Small Cap ETF | COMMON | 922042718 | $3.17M | 2 % | 23,588 | ||
NVDA Nvidia Corp | COMMON | 67066G104 | $2.83M | 2 % | 17,910 |
Rows Per Page
10
- 10
- 50
- 100