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CIK: 0001802654
Total reported value
$208.3M
$208.3M
165 檔
17.4%
According to the latest 13F quarterly dataset, Aberdeen Wealth Management LLC managed an equity portfolio of $208.3M at the end of Q4 2024, spanning 165 distinct U.S. exchange-listed positions.
In Q4 2024, Aberdeen Wealth Management LLC adopted a defensive or profit-taking posture, trimming 85 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 8.06% | -0.41% | -0.07% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.65% | +1.42% | +0.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.74% | -0.58% | +7.23% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.66% | -0.81% | -4.53% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.77% | -0.48% | +17.58% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | -1.31% | -1.94% | |
| 7 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.35% | -0.07% | — | |
| 8 | ADP | Automatic Data Processing | Stock-Tech | 2.30% | -0.11% | -2.96% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.95% | -0.36% | -9.03% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.85% | +0.11% | +4.07% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | -0.42% | -12.70% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | -0.09% | +0.34% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.53% | +0.23% | — | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.51% | -0.03% | -4.30% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.36% | +0.08% | -11.14% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.35% | -0.02% | +0.02% | |
| 17 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.29% | -0.09% | +0.61% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | -0.46% | -7.96% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.18% | -0.22% | -3.25% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.18% | +0.83% | -11.50% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.18% | -0.40% | -1.83% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.02% | -0.13% | -6.92% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.28% | -1.64% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.94% | -0.15% | -2.01% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.14% | -3.89% | |
| 26 | J | Jacobs Solutions Inc | Stock-Industrials | 0.90% | -0.08% | -6.62% | |
| 27 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.84% | -0.02% | -1.34% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.12% | -3.18% | |
| 29 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.80% | +0.45% | NEW | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.79% | -0.43% | -1.72% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.78% | +0.04% | -2.93% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | -0.11% | -0.85% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.72% | -0.10% | -7.68% | |
| 34 | CI | THE Cigna Group | Stock-Healthcare | 0.71% | -0.08% | -3.90% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.70% | -0.23% | -1.90% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-Other | 0.68% | -0.10% | -2.03% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.02% | -5.91% | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.66% | +0.11% | — | |
| 39 | WAT | Waters CORP | Stock-Healthcare | 0.65% | -0.13% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | -0.10% | -20.68% | |
| 41 | SNPS | Synopsys Inc | Stock-Tech | 0.63% | +0.07% | — | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.15% | +0.42% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.59% | +0.11% | NEW | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.58% | -0.19% | -1.97% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | -0.06% | -0.97% | |
| 46 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.58% | -0.10% | -13.42% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.13% | -6.95% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.55% | -0.02% | -3.75% | |
| 49 | CSX | Csx CORP | Stock-Industrials | 0.55% | +0.04% | — | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.05% | -2.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | +2.4% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.8% | +7.23% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +17.58% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -1.94% | Trim |
| 5 | IVOV | Vanguard S&p Mid-cap 400 Val | +0.3% | -0.07% | Trim |
| 6 | NVDA | Nvidia CORP | +0.2% | +0.34% | Add |
| 7 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.2% | NEW | New buy |
| 8 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +0.30% | Add |
| 9 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 10 | OKE | Oneok Inc | +0.2% | NEW | New buy |
| 11 | AMP | Ameriprise Financial Inc | +0.1% | NEW | New buy |
| 12 | ADP | Automatic Data Processing | +0.1% | -2.96% | Trim |
| 13 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 14 | WMT | Walmart Inc | +0.1% | -7.96% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -0.97% | Trim |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -5.91% | Trim |
| 17 | MA | Mastercard Inc - A | +0.1% | +0.42% | Add |
| 18 | DIS | Walt Disney Co/the | +0.1% | -6.95% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -12.70% | Trim |
| 20 | BAC | Bank Of America CORP | +0.1% | — | Unchanged |
| 21 | PYPL | Paypal Holdings Inc | +0.1% | — | Unchanged |
| 22 | GILD | Gilead Sciences Inc | +0.1% | -2.64% | Trim |
| 23 | AXP | American Express Co | 0% | -1.66% | Trim |
| 24 | TRMB | Trimble Inc | 0% | — | Unchanged |
| 25 | V | Visa Inc-class A Shares | 0% | -3.56% | Trim |
| 26 | WAT | Waters CORP | 0% | — | Unchanged |
| 27 | META | Meta Platforms Inc-class A | 0% | +0.91% | Add |
| 28 | SCHW | Schwab (charles) CORP | 0% | -1.15% | Trim |
| 29 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 30 | USB | US Bancorp | 0% | +6.56% | Add |
| 31 | CTRA | Coterra Energy Inc | 0% | — | Unchanged |
| 32 | BSX | Boston Scientific CORP | 0% | -3.14% | Trim |
| 33 | GLD | Spdr Gold Shares | 0% | -1.83% | Trim |
| 34 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 35 | BMY | Bristol-myers Squibb Co | 0% | -2.66% | Trim |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | -6.10% | Trim |
| 37 | PAYX | Paychex Inc | 0% | +0.10% | Add |
| 38 | T | At&t Inc | 0% | — | Unchanged |
| 39 | DE | Deere & Co | 0% | — | Unchanged |
| 40 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 41 | ABT | Abbott Laboratories | 0% | -2.01% | Trim |
| 42 | ITW | Illinois Tool Works | 0% | +0.04% | Add |
| 43 | APD | Air Products & Chemicals Inc | 0% | +7.88% | Add |
| 44 | BR | Broadridge Financial Solutio | 0% | -6.28% | Trim |
| 45 | ZBH | Zimmer Biomet Holdings Inc | 0% | — | Unchanged |
| 46 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 47 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 48 | MO | Altria Group Inc | 0% | -1.73% | Trim |
| 49 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 50 | SCHB | Schwab US Broad Market ETF | 0% | +200.18% | Add |
According to official SEC Form 13F filings, Aberdeen Wealth Management LLC reported a total U.S. public equity portfolio value of $208.3M across 165 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVOV, VIG, AAPL) accounted for 17.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
VUSB
市值: $3.4M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $581.5K
During Q4 2024, Aberdeen Wealth Management LLC's top holdings by market value included IVOV (8.1%)、VIG (5.7%)、AAPL (4.7%). The largest single position, IVOV, represented 8.1% of total portfolio value.
In Q4 2024, Aberdeen Wealth Management LLC made 121 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 85 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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