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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 $137,854,176
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Admiral Fds Inc
 125,504 $10,941,463 7.93%
2.
Vanguard Specialized Funds
 38,555 $6,569,842 4.76%
3.
Microsoft Corp
 MSFT 14,237 $5,353,831 3.88%
4.
Apple Inc.
 AAPL 25,224 $4,856,447 3.52%
5.
Vanguard Bd Index Fds
 79,178 $3,914,551 2.83%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)