Aberdeen Wealth Management LLC Portfolio Holdings
Q3 2025•165 long positions•$159.2M portfolio value
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Holding170 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $11.9M 7.5% | -$48.9K Sold | — 118.5K shares | 119.0K → 118.5K −$48.9K | -0.41% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $9.1M 5.7% | -$20.5K Sold | — 42.0K shares | 42.1K → 42.0K −$20.5K | -0.23% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $6.4M 4.04% | +$29.0K Bought | 0.0% 12.4K shares | 12.4K → 12.4K +$29.0K | +0.45% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $5.8M 3.62% | — | 0.0% 22.6K shares | — | — | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $4.7M 2.94% | -$94.6K Sold | 0.001% 14.8K shares | 15.1K → 14.8K −$94.6K | -1.98% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $4.0M 2.51% | — | 0.0% 8.0K shares | — | — | $1.08T Mega Cap | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $3.4M 2.16% | +$89.9K Bought | 0.0% 14.2K shares | 13.8K → 14.2K +$89.9K | +2.68% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $3.4M 2.14% | +$69.0K Bought | 0.0% 18.3K shares | 17.9K → 18.3K +$69.0K | +2.07% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.4M 2.12% | +$14.5K Bought | — 23.7K shares | 23.6K → 23.7K +$14.5K | +0.43% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.4M 2.12% | -$123.6K Sold | — 67.5K shares | 70.0K → 67.5K −$123.6K | -3.53% | — — | Q4 2024 Held for 11 months | |
Staffing & Employment Services Industrials | $3.4M 2.12% | — | 0.003% 11.5K shares | — | — | $118.89B Large Cap | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $2.9M 1.82% | +$405.2 Bought | 0.001% 7.2K shares | 7.2K → 7.2K +$405.2 | +0.01% | $403.32B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.8M 1.77% | +$10.2K Bought | — 38.3K shares | 38.2K → 38.3K +$10.2K | +0.36% | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $2.8M 1.75% | — | 0.001% 12.0K shares | — | — | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $2.5M 1.59% | — | — 7.1K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.5M 1.55% | +$68.4K Bought | — 93.5K shares | 90.9K → 93.5K +$68.4K | +2.86% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $2.2M 1.39% | +$59.6K Bought | 0.001% 10.8K shares | 10.5K → 10.8K +$59.6K | +2.77% | $163.10B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.2M 1.35% | — | — 15.2K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $2.1M 1.34% | +$741.7 Bought | 0.0% 11.5K shares | 11.5K → 11.5K +$741.7 | +0.03% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.1M 1.3% | -$7.3K Sold | — 14.8K shares | 14.8K → 14.8K −$7.3K | -0.35% | — — | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $1.9M 1.2% | -$46.2K Sold | 0.0% 18.5K shares | 18.9K → 18.5K −$46.2K | -2.37% | $821.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Household & Personal Products Consumer Defensive | $1.6M 1.03% | — | 0.003% 20.6K shares | — | — | $64.6B Large Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $1.6M 0.999% | +$133.9 Bought | 0.001% 11.9K shares | 11.9K → 11.9K +$133.9 | +0.01% | $233.12B Mega Cap | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $1.5M 0.954% | +$502.6 Bought | 0.001% 6.0K shares | 6.0K → 6.0K +$502.6 | +0.03% | $140.94B Large Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $1.5M 0.932% | +$789.2 Bought | 0.0% 13.2K shares | 13.2K → 13.2K +$789.2 | +0.05% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Engineering & Construction Industrials | $1.5M 0.921% | — | 0.008% 9.8K shares | — | — | $17.9B Large Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $1.3M 0.788% | +$17.0K Bought | 0.0% 5.1K shares | 5.1K → 5.1K +$17.0K | +1.38% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $1.2M 0.78% | — | 0.001% 4.4K shares | — | — | $151.93B Large Cap | Q4 2019 Held for 5y 11m | |
Household & Personal Products Consumer Defensive | $1.2M 0.767% | +$768.3 Bought | 0.0% 8.0K shares | 7.9K → 8.0K +$768.3 | +0.06% | $359.62B Mega Cap | Q4 2019 Held for 5y 11m | |
Railroads Industrials | $1.2M 0.737% | — | 0.001% 5.0K shares | — | — | $140.18B Large Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $1.1M 0.717% | -$66.7K Sold | 0.001% 12.0K shares | 12.7K → 12.0K −$66.7K | -5.52% | $122.16B Large Cap | Q4 2019 Held for 5y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.1M 0.712% | +$140.4 Bought | 0.001% 8.1K shares | 8.1K → 8.1K +$140.4 | +0.01% | $192.27B Large Cap | Q4 2019 Held for 5y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.1M 0.704% | +$265.3 Bought | 0.0% 16.9K shares | 16.9K → 16.9K +$265.3 | +0.02% | $285.42B Mega Cap | Q4 2019 Held for 5y 11m | |
Aerospace & Defense Industrials | $1.1M 0.693% | — | 0.0% 6.6K shares | — | — | $223.98B Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $1.1M 0.682% | — | — 14.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Medical - Healthcare Plans Healthcare | $1.1M 0.679% | — | 0.001% 3.8K shares | — | — | $76.9B Large Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $1.1M 0.667% | +$96.6K Bought | 0.0% 4.8K shares | 4.4K → 4.8K +$96.6K | +10.01% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.665% | — | — 16.6K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Agricultural - Machinery Industrials | $1.0M 0.654% | — | 0.0% 2.2K shares | — | — | $223.53B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $991.0K 0.622% | — | — 7.1K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Communication Equipment Technology | $964.7K 0.606% | +$136.8 Bought | 0.0% 14.1K shares | 14.1K → 14.1K +$136.8 | +0.01% | $270.48B Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $958.7K 0.602% | — | 0.0% 1.7K shares | — | — | $514.21B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $937.4K 0.589% | — | 0.001% 1.9K shares | — | — | $91.6B Large Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $933.4K 0.586% | — | 0.002% 10.3K shares | — | — | $41.6B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $927.3K 0.582% | +$46.6K Bought | — 1.4K shares | 1.3K → 1.4K +$46.6K | +5.3% | — — | Q4 2021 Held for 3y 11m | |
Railroads Industrials | $922.0K 0.579% | +$300.4 Bought | 0.001% 3.1K shares | 3.1K → 3.1K +$300.4 | +0.03% | $67.4B Large Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $916.9K 0.576% | +$31.3K Bought | 0.0% 2.3K shares | 2.3K → 2.3K +$31.3K | +3.54% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $907.3K 0.57% | — | 0.004% 4.4K shares | — | — | $22.2B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $889.4K 0.559% | — | — 10.0K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Railroads Industrials | $880.6K 0.553% | — | 0.001% 24.8K shares | — | — | $66.2B Large Cap | Q4 2019 Held for 5y 11m |
