13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001802654
Total reported value
$208.3M
$208.3M
159 檔
15.9%
As reported in its official Q1 2025 Form 13F filing, Aberdeen Wealth Management LLC's tracked investment portfolio stood at $208.3M with 159 total positions.
In Q1 2025, Aberdeen Wealth Management LLC displayed an active expansion posture, initiating 159 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 7.68% | -0.41% | -1.76% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.64% | +1.42% | +0.07% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.47% | -0.58% | -18.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | -0.81% | -2.32% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.92% | -0.48% | -14.95% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.56% | -1.31% | — | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 2.42% | -0.11% | — | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.18% | -0.07% | -8.17% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.88% | +0.11% | — | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.81% | -0.36% | -2.05% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.78% | -0.03% | -0.78% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.64% | +0.23% | +1.02% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | -0.42% | +2.08% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.42% | +1.16% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.41% | -0.40% | — | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.41% | +0.08% | — | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.39% | -0.02% | -0.49% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | -0.22% | -1.41% | |
| 19 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.33% | -0.09% | -0.48% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | -0.09% | +1.14% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.15% | -0.46% | -3.68% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.10% | -0.15% | -0.82% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.28% | +0.05% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 1.05% | +0.83% | -1.04% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.13% | +0.03% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.95% | -0.43% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.93% | -0.14% | +0.06% | |
| 28 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.93% | +0.45% | NEW | |
| 29 | CI | THE Cigna Group | Stock-Healthcare | 0.85% | -0.08% | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.11% | -0.58% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.12% | +0.84% | |
| 32 | J | Jacobs Solutions Inc | Stock-Industrials | 0.82% | -0.08% | -1.01% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | +0.04% | — | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.79% | -0.23% | -1.55% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.73% | -0.10% | — | |
| 36 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.70% | -0.02% | — | |
| 37 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.69% | -0.10% | -2.44% | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.67% | +0.11% | — | |
| 39 | WAT | Waters CORP | Stock-Healthcare | 0.65% | -0.13% | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.64% | -0.19% | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.15% | — | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.64% | -0.10% | +0.05% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.63% | -0.02% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | -0.06% | +0.01% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.61% | -0.10% | — | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.20% | — | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.58% | -0.18% | +0.04% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.10% | — | |
| 49 | SNPS | Synopsys Inc | Stock-Tech | 0.56% | +0.07% | — | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.56% | -0.36% | +0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVOV | Vanguard S&p Mid-cap 400 Val | — | NEW | New buy |
| 2 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | ADP | Automatic Data Processing | — | NEW | New buy |
| 8 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | New buy |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | — | NEW | New buy |
| 10 | HD | Home Depot Inc | — | NEW | New buy |
| 11 | ABBV | Abbvie Inc | — | NEW | New buy |
| 12 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 15 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 16 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 17 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 19 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 20 | NVDA | Nvidia CORP | — | NEW | New buy |
| 21 | WMT | Walmart Inc | — | NEW | New buy |
| 22 | ABT | Abbott Laboratories | — | NEW | New buy |
| 23 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 24 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 25 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 26 | AMGN | Amgen Inc | — | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 28 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 29 | CI | THE Cigna Group | — | NEW | New buy |
| 30 | KO | Coca-cola Co/the | — | NEW | New buy |
| 31 | PEP | Pepsico Inc | — | NEW | New buy |
| 32 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 33 | UNP | Union Pacific CORP | — | NEW | New buy |
| 34 | MDT | Medtronic plc | — | NEW | New buy |
| 35 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 36 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 37 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | — | NEW | New buy |
| 39 | WAT | Waters CORP | — | NEW | New buy |
| 40 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 41 | MA | Mastercard Inc - A | — | NEW | New buy |
| 42 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 43 | WM | Waste Management Inc | — | NEW | New buy |
| 44 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 45 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 46 | RTX | Rtx CORP | — | NEW | New buy |
| 47 | SO | Southern Co/the | — | NEW | New buy |
| 48 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 49 | SNPS | Synopsys Inc | — | NEW | New buy |
| 50 | GILD | Gilead Sciences Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Aberdeen Wealth Management LLC reported a total U.S. public equity portfolio value of $208.3M across 159 disclosed positions in Q1 2025.
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 15.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVOV
市值: $11.1M
During Q1 2025, Aberdeen Wealth Management LLC's top holdings by market value included IVOV (7.7%)、VIG (5.6%)、AAPL (3.5%). The largest single position, IVOV, represented 7.7% of total portfolio value.
In Q1 2025, Aberdeen Wealth Management LLC made 159 total portfolio adjustments, initiating 159 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.