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Home > Institutional Investor > Aberdeen Wealth Management Llc > Profile

Instuitional Investor - Aberdeen Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Aberdeen Wealth Management Llc
Portfolio Value $145,954,882
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Admiral Fds Inc
 123,122 $11,765,072 8.06%
2.
Vanguard Specialized Funds - DIV APP ETF
 42,099 $8,244,248 5.64%
3.
Apple Inc.
 AAPL 27,625 $6,917,834 4.73%
4.
Microsoft Corp
 MSFT 12,661 $5,336,609 3.65%
5.
Berkshire Hathaway Inc
 BRK.A 9,362 $4,039,631 2.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)