Aberdeen Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$151M
Signature - Title
Kevin P. Scullion - Chief Compliance Officer
Location
Lake Bluff, IL
Summary
This page shows a list of all the recent 13F filings made by Aberdeen Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aberdeen Wealth Management LLC reported 167 stock holdings with total value $151M as of Q3 2024. Top holdings included IVOV, VIG, AAPL, MSFT, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 167 $151M +$3.83M -$9.77M -$5.94M IVOV, VIG, AAPL, MSFT, BRKB 13F-HR 11/8/2024, 12:07 PM
Q2 2024 169 $147M +$4.09M -$26.5M -$22.4M IVOV, VIG, AAPL, MSFT, GOOGL 13F-HR 8/2/2024, 01:46 PM
Q1 2024 173 $171M +$25.2M -$933K +$24.3M RYAN, IVOV, VIG, MSFT, AAPL 13F-HR 5/14/2024, 03:42 PM
Q4 2023 162 $137M +$1.54M -$6.89M -$5.35M IVOV, VIG, MSFT, AAPL, VUSB 13F-HR 2/14/2024, 04:00 PM
Q3 2023 161 $132M +$1.7M -$2.34M -$642K IVOV, VIG, AAPL, MSFT, VUSB 13F-HR 11/13/2023, 04:35 PM
Q2 2023 161 $138M +$1.04M -$2.55M -$1.52M IVOV, AAPL, VIG, MSFT, VUSB 13F-HR 8/3/2023, 09:48 AM
Q1 2023 168 $134M +$7.04M -$3.6M +$3.44M IVOV, VIG, AAPL, VUSB, MSFT 13F-HR 5/15/2023, 10:17 AM
Q4 2022 168 $133M +$7.15M -$729K +$6.42M IVOV, VIG, AAPL, VUSB, MSFT 13F-HR 2/14/2023, 11:54 AM
Q3 2022 161 $114M +$3.65M -$7.14M -$3.49M IVOV, VIG, AAPL, MSFT, ADP 13F-HR 11/14/2022, 04:30 PM
Q2 2022 165 $126M +$1.12M -$4.16M -$3.03M IVOV, VIG, VUSB, AAPL, MSFT 13F-HR 8/10/2022, 03:03 PM
Q1 2022 169 $147M +$10.5M -$10.6M -$59.6K IVOV, VUSB, AAPL, VIG, MSFT 13F-HR 5/12/2022, 11:38 AM
Q4 2021 161 $153M +$41M -$1.61M +$39.4M IVOV, SPY, VIG, AAPL, MSFT 13F-HR 2/14/2022, 05:14 PM
Q3 2021 122 $103M +$2.81M -$7.11M -$4.3M AAPL, MSFT, HD, JPM, JNJ 13F-HR 11/15/2021, 10:49 AM
Q2 2021 126 $108M +$4.23M -$27.7M -$23.4M AAPL, MSFT, HD, BRKB, JNJ 13F-HR 7/23/2021, 10:06 AM
Q1 2021 149 $123M +$918K -$17M -$16.1M IVOV, VIG, AAPL, MSFT, HD 13F-HR 5/13/2021, 11:04 AM
Q4 2020 159 $130M +$15.5M -$744K +$14.8M IVOV, SPY, VIG, AAPL, MSFT 13F-HR 2/10/2021, 10:38 AM
Q3 2020 132 $105M +$24.5M -$16.1M +$8.48M IVOV, VIG, AAPL, MSFT, HD 13F-HR 11/13/2020, 01:07 PM
Q2 2020 128 $93.3M +$17.2M -$17.9M -$667K AAPL, MSFT, HD, JNJ, BRKB 13F-HR 8/13/2020, 04:19 PM
Q1 2020 119 $82.2M +$495K -$31.1M -$30.6M IVOV, VIG, AAPL, MSFT, JNJ 13F-HR 5/8/2020, 01:17 PM
Q4 2019 153 $134M $0 $0 VTI, IVOV, VIG, AAPL, MSFT 13F-HR 2/13/2020, 06:30 PM