ABERDEEN WEALTH MANAGEMENT LLC

Stock Holdings
Option Holdings
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Shares Owned
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%
Historic
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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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IVOV
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND
120,957-2,165-1.76%
Created with Highcharts 10.1.0
$66.887.68%1.25%11,133,2342025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
42,129+30+0.07%
Created with Highcharts 10.1.0
$165.555.64%0.01%8,172,5142025-03-31
AAPL
APPLE
22,626-4,999-18.10%
Created with Highcharts 10.1.0
$88.243.47%0.00%5,025,8382025-03-31
MSFT
MICROSOFT
12,367-294-2.32%
Created with Highcharts 10.1.0
$158.643.20%0.00%4,642,4862025-03-31
BRK.B
BERKSHIRE HATHAWAY
7,962-1,400-14.95%
Created with Highcharts 10.1.0
$0.002.92%0.00%4,240,4022025-03-31
JPM
JPMORGAN CHASE
15,13300.00%
Created with Highcharts 10.1.0
$125.782.56%0.00%3,712,1252025-03-31
ADP
AUTOMATIC DATA PROCESSING
11,49100.00%
Created with Highcharts 10.1.0
$164.332.42%0.00%3,510,9942025-03-31
VUSB
VANGUARD ULTRA-SHORT BOND ETF
63,423-5,645-8.17%
Created with Highcharts 10.1.0
$49.692.18%0.07%3,161,9752025-03-31
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
23,57600.00%
Created with Highcharts 10.1.0
$131.241.88%0.03%2,725,3522025-03-31
HD
HOME DEPOT
7,154-150-2.05%
Created with Highcharts 10.1.0
$224.881.81%0.00%2,621,9372025-03-31
ABBV
ABBVIE
12,339-97-0.78%
Created with Highcharts 10.1.0
$90.231.78%0.00%2,585,2152025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
38,210+385+1.02%
Created with Highcharts 10.1.0
$59.111.64%0.00%2,372,8182025-03-31
GOOGL
ALPHABET
13,684+279+2.08%
Created with Highcharts 10.1.0
$83.301.46%0.00%2,116,0942025-03-31
FNDX
SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF
86,929+86,929
Open
Created with Highcharts 10.1.0
$24.111.42%0.00%2,052,3942025-03-31
GLD
SPDR GOLD TRUST
7,11700.00%
Created with Highcharts 10.1.0
$180.971.41%0.00%2,050,6922025-03-31
DVY
ISHARES SELECT DIVIDEND ETF
15,17000.00%
Created with Highcharts 10.1.0
$118.791.41%0.01%2,037,1792025-03-31
SDY
SPDR(R) S&P(R) DIVIDEND ETF
14,816-73-0.49%
Created with Highcharts 10.1.0
$124.201.39%0.01%2,010,2552025-03-31
JNJ
JOHNSON & JOHNSON
11,781-169-1.41%
Created with Highcharts 10.1.0
$137.921.35%0.00%1,953,7212025-03-31
CL
COLGATE PALMOLIVE
20,551-100-0.48%
Created with Highcharts 10.1.0
$68.901.33%0.00%1,925,6292025-03-31
NVDA
NVIDIA
17,710+200+1.14%
Created with Highcharts 10.1.0
$59.511.32%0.00%1,919,4102025-03-31
WMT
WALMART
18,924-723-3.68%
Created with Highcharts 10.1.0
$41.241.15%0.00%1,661,3482025-03-31
ABT
ABBOTT LABORATORIES
12,005-99-0.82%
Created with Highcharts 10.1.0
$80.041.10%0.00%1,592,5252025-03-31
XOM
EXXON MOBIL
13,153+7+0.05%
Created with Highcharts 10.1.0
$69.321.08%0.00%1,564,2752025-03-31
AMAT
APPLIED MATERIALS
10,506-110-1.04%
Created with Highcharts 10.1.0
$56.611.05%0.00%1,524,7012025-03-31
LOW
LOWES COMPANIES
6,038+2+0.03%
Created with Highcharts 10.1.0
$121.700.97%0.00%1,408,1572025-03-31
AMGN
AMGEN
4,39800.00%
Created with Highcharts 10.1.0
$220.690.95%0.00%1,370,1912025-03-31
PG
PROCTER & GAMBLE
7,940+5+0.06%
Created with Highcharts 10.1.0
$122.490.93%0.00%1,353,0882025-03-31
NVS
NOVARTIS AG
12,03000.00%
Created with Highcharts 10.1.0
$89.830.93%0.00%1,341,1042025-03-31
CI
CIGNA GROUP
3,75000.00%
Created with Highcharts 10.1.0
$199.340.85%0.00%1,233,8752025-03-31
KO
COCA COLA
17,101-100-0.58%
Created with Highcharts 10.1.0
$53.450.84%0.00%1,224,7452025-03-31
PEP
PEPSICO
8,073+67+0.84%
Created with Highcharts 10.1.0
$138.320.83%0.00%1,210,5002025-03-31
J
JACOBS SOLUTIONS
9,782-100-1.01%
Created with Highcharts 10.1.0
$102.070.82%0.01%1,182,5462025-03-31
UNP
UNION PACIFIC
4,96700.00%
Created with Highcharts 10.1.0
$176.520.81%0.00%1,173,4042025-03-31
MDT
MEDTRONIC
12,679-200-1.55%
Created with Highcharts 10.1.0
$108.030.79%0.00%1,139,3482025-03-31
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
7,24600.00%
Created with Highcharts 10.1.0
$96.280.73%0.00%1,057,9882025-03-31
STZ
CONSTELLATION BRANDS
5,51500.00%
Created with Highcharts 10.1.0
$190.330.70%0.00%1,012,1132025-03-31
CHKP
CHECK POINT SOFTWARE TECHNOLOGIES
4,405-110-2.44%
Created with Highcharts 10.1.0
$111.760.69%0.00%1,003,9882025-03-31
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
16,57500.00%
Created with Highcharts 10.1.0
$60.150.67%0.02%966,9862025-03-31
WAT
WATERS
2,56200.00%
Created with Highcharts 10.1.0
$219.580.65%0.00%944,2762025-03-31
XLE
ENERGY SELECT SECTOR SPDR FUND
9,95500.00%
Created with Highcharts 10.1.0
$59.700.64%0.00%930,2952025-03-31
MA
MASTERCARD
1,68500.00%
Created with Highcharts 10.1.0
$284.180.64%0.00%923,7922025-03-31
UPS
UNITED PARCEL SERVICE
8,381+4+0.05%
Created with Highcharts 10.1.0
$118.990.64%0.00%921,8272025-03-31
WM
WASTE MANAGEMENT
3,97500.00%
Created with Highcharts 10.1.0
$114.440.63%0.00%920,2522025-03-31
CSCO
CISCO SYSTEMS
14,339+2+0.01%
Created with Highcharts 10.1.0
$45.720.61%0.00%884,8862025-03-31
IAU
ISHARES GOLD TRUST
14,91200.00%
Created with Highcharts 10.1.0
$35.150.61%0.00%879,2122025-03-31
RTX
RAYTHEON TECHNOLOGIES
6,59300.00%
Created with Highcharts 10.1.0
$64.780.60%0.00%873,3092025-03-31
SO
SOUTHERN
9,171+4+0.04%
Created with Highcharts 10.1.0
$62.000.58%0.00%843,3192025-03-31
AMZN
AMAZON
4,29500.00%
Created with Highcharts 10.1.0
$120.310.56%0.00%817,1672025-03-31
SNPS
SYNOPSYS
1,90000.00%
Created with Highcharts 10.1.0
$138.160.56%0.00%814,8152025-03-31
GILD
GILEAD SCIENCES
7,231+3+0.04%
Created with Highcharts 10.1.0
$67.240.56%0.00%810,2492025-03-31