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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 $150,427,868
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Mid Cap S&P Value Etf
 118,977 $11,358,740 7.55%
2.
Vanguard Div Appreciation
 42,129 $8,622,448 5.73%
3.
Microsoft Corp
 MSFT 12,368 $6,151,968 4.09%
4.
Apple Inc.
 AAPL 22,627 $4,642,287 3.09%
5.
Jpmorgan Chase & Co
 JPM 15,133 $4,387,211 2.92%
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)