Notify me when Aberdeen Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 176 | $216,033,599 | +$60,647,374 | -$5,919,407 | +$54,727,967 | VTI, IVOV, VIG, AAPL, MSFT | 13F-HR | 12 Feb 2026, 11:53 |
| Q3 2025 | 165 | $159,206,540 | +$1,798,184 | -$1,744,521 | +$53,663 | IVOV, VIG, MSFT, AAPL, JPM | 13F-HR | 14 Nov 2025, 15:20 |
| Q2 2025 | 165 | $150,427,868 | +$4,214,933 | -$4,174,365 | +$40,568 | IVOV, VIG, MSFT, AAPL, JPM | 13F-HR | 14 Aug 2025, 13:32 |
| Q1 2025 | 159 | $144,971,607 | +$3,421,891 | -$4,606,394 | -$1,184,503 | IVOV, VIG, AAPL, MSFT, BRKB | 13F-HR | 16 May 2025, 12:21 |
| Q4 2024 | 166 | $144,871,639 | +$5,188,575 | -$7,359,520 | -$2,170,945 | IVOV, VIG, AAPL, MSFT, JPM | 13F-HR | 21 Feb 2025, 16:14 |
| Q3 2024 | 167 | $151,408,555 | +$3,825,054 | -$9,768,217 | -$5,943,163 | IVOV, VIG, AAPL, MSFT, BRKB | 13F-HR | 08 Nov 2024, 12:07 |
| Q2 2024 | 169 | $147,341,485 | +$4,086,888 | -$26,456,255 | -$22,369,367 | IVOV, VIG, AAPL, MSFT, GOOGL | 13F-HR | 02 Aug 2024, 13:46 |
| Q1 2024 | 173 | $171,290,386 | +$25,221,691 | -$933,488 | +$24,288,203 | RYAN, IVOV, VIG, MSFT, AAPL | 13F-HR | 14 May 2024, 15:42 |
| Q4 2023 | 162 | $137,499,656 | +$1,541,265 | -$6,893,076 | -$5,351,811 | IVOV, VIG, MSFT, AAPL, VUSB | 13F-HR | 14 Feb 2024, 16:00 |
| Q3 2023 | 161 | $132,059,468 | +$1,697,299 | -$2,338,826 | -$641,527 | IVOV, VIG, AAPL, MSFT, VUSB | 13F-HR | 13 Nov 2023, 16:35 |
| Q2 2023 | 161 | $137,736,371 | +$1,036,063 | -$2,553,975 | -$1,517,912 | IVOV, AAPL, VIG, MSFT, VUSB | 13F-HR | 03 Aug 2023, 09:48 |
| Q1 2023 | 168 | $133,885,996 | +$7,040,861 | -$3,597,380 | +$3,443,481 | IVOV, VIG, AAPL, VUSB, MSFT | 13F-HR | 15 May 2023, 10:17 |
| Q4 2022 | 168 | $132,563,310 | +$7,152,383 | -$729,135 | +$6,423,248 | IVOV, VIG, AAPL, VUSB, MSFT | 13F-HR | 14 Feb 2023, 11:54 |
| Q3 2022 | 161 | $113,538,000 | +$3,651,192 | -$7,136,827 | -$3,485,635 | IVOV, VIG, AAPL, MSFT, ADP | 13F-HR | 14 Nov 2022, 16:30 |
| Q2 2022 | 165 | $125,867,000 | +$1,121,697 | -$4,155,931 | -$3,034,234 | IVOV, VIG, VUSB, AAPL, MSFT | 13F-HR | 10 Aug 2022, 15:03 |
| Q1 2022 | 169 | $146,830,000 | +$10,536,677 | -$10,596,235 | -$59,558 | IVOV, VUSB, AAPL, VIG, MSFT | 13F-HR | 12 May 2022, 11:38 |
| Q4 2021 | 161 | $153,330,000 | +$41,027,303 | -$1,606,630 | +$39,420,673 | IVOV, SPY, VIG, AAPL, MSFT | 13F-HR | 14 Feb 2022, 17:14 |
| Q3 2021 | 122 | $103,299,000 | +$2,812,827 | -$7,108,420 | -$4,295,593 | AAPL, MSFT, HD, JPM, JNJ | 13F-HR | 15 Nov 2021, 10:49 |
| Q2 2021 | 126 | $108,466,000 | +$4,229,605 | -$27,661,909 | -$23,432,304 | AAPL, MSFT, HD, BRKB, JNJ | 13F-HR | 23 Jul 2021, 10:06 |
| Q1 2021 | 149 | $123,100,000 | +$917,552 | -$17,033,803 | -$16,116,251 | IVOV, VIG, AAPL, MSFT, HD | 13F-HR | 13 May 2021, 11:04 |
| Q4 2020 | 159 | $130,052,000 | +$15,501,388 | -$743,566 | +$14,757,822 | IVOV, SPY, VIG, AAPL, MSFT | 13F-HR | 10 Feb 2021, 10:38 |
| Q3 2020 | 132 | $105,025,000 | +$24,546,248 | -$16,064,656 | +$8,481,592 | IVOV, VIG, AAPL, MSFT, HD | 13F-HR | 13 Nov 2020, 13:07 |
| Q2 2020 | 128 | $93,328,000 | +$17,222,062 | -$17,888,651 | -$666,589 | AAPL, MSFT, HD, JNJ, BRKB | 13F-HR | 13 Aug 2020, 16:19 |
| Q1 2020 | 119 | $82,234,000 | +$494,937 | -$31,111,040 | -$30,616,103 | IVOV, VIG, AAPL, MSFT, JNJ | 13F-HR | 08 May 2020, 13:17 |
| Q4 2019 | 153 | $134,198,000 | $0 | $0 | $0 | VTI, IVOV, VIG, AAPL, MSFT | 13F-HR | 13 Feb 2020, 18:30 |