ABERDEEN WEALTH MANAGEMENT LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| IVOV | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND | 120,957 | -2,165 | -1.76% | $66.88 | 7.68% | 1.25% | 11,133,234 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 42,129 | +30 | +0.07% | $165.55 | 5.64% | 0.01% | 8,172,514 | 2025-03-31 | ||||||
| AAPL | APPLE | 22,626 | -4,999 | -18.10% | $88.24 | 3.47% | 0.00% | 5,025,838 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 12,367 | -294 | -2.32% | $158.64 | 3.20% | 0.00% | 4,642,486 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 7,962 | -1,400 | -14.95% | $0.00 | 2.92% | 0.00% | 4,240,402 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 15,133 | 0 | 0.00% | $125.78 | 2.56% | 0.00% | 3,712,125 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 11,491 | 0 | 0.00% | $164.33 | 2.42% | 0.00% | 3,510,994 | 2025-03-31 | ||||||
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 63,423 | -5,645 | -8.17% | $49.69 | 2.18% | 0.07% | 3,161,975 | 2025-03-31 | ||||||
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | 23,576 | 0 | 0.00% | $131.24 | 1.88% | 0.03% | 2,725,352 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 7,154 | -150 | -2.05% | $224.88 | 1.81% | 0.00% | 2,621,937 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 12,339 | -97 | -0.78% | $90.23 | 1.78% | 0.00% | 2,585,215 | 2025-03-31 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 38,210 | +385 | +1.02% | $59.11 | 1.64% | 0.00% | 2,372,818 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 13,684 | +279 | +2.08% | $83.30 | 1.46% | 0.00% | 2,116,094 | 2025-03-31 | ||||||
| FNDX | SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF | 86,929 | +86,929 | Open | $24.11 | 1.42% | 0.00% | 2,052,394 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 7,117 | 0 | 0.00% | $180.97 | 1.41% | 0.00% | 2,050,692 | 2025-03-31 | ||||||
| DVY | ISHARES SELECT DIVIDEND ETF | 15,170 | 0 | 0.00% | $118.79 | 1.41% | 0.01% | 2,037,179 | 2025-03-31 | ||||||
| SDY | SPDR(R) S&P(R) DIVIDEND ETF | 14,816 | -73 | -0.49% | $124.20 | 1.39% | 0.01% | 2,010,255 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 11,781 | -169 | -1.41% | $137.92 | 1.35% | 0.00% | 1,953,721 | 2025-03-31 | ||||||
| CL | COLGATE PALMOLIVE | 20,551 | -100 | -0.48% | $68.90 | 1.33% | 0.00% | 1,925,629 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 17,710 | +200 | +1.14% | $59.51 | 1.32% | 0.00% | 1,919,410 | 2025-03-31 | ||||||
| WMT | WALMART | 18,924 | -723 | -3.68% | $41.24 | 1.15% | 0.00% | 1,661,348 | 2025-03-31 | ||||||
| ABT | ABBOTT LABORATORIES | 12,005 | -99 | -0.82% | $80.04 | 1.10% | 0.00% | 1,592,525 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 13,153 | +7 | +0.05% | $69.32 | 1.08% | 0.00% | 1,564,275 | 2025-03-31 | ||||||
| AMAT | APPLIED MATERIALS | 10,506 | -110 | -1.04% | $56.61 | 1.05% | 0.00% | 1,524,701 | 2025-03-31 | ||||||
| LOW | LOWES COMPANIES | 6,038 | +2 | +0.03% | $121.70 | 0.97% | 0.00% | 1,408,157 | 2025-03-31 | ||||||
| AMGN | AMGEN | 4,398 | 0 | 0.00% | $220.69 | 0.95% | 0.00% | 1,370,191 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 7,940 | +5 | +0.06% | $122.49 | 0.93% | 0.00% | 1,353,088 | 2025-03-31 | ||||||
| NVS | NOVARTIS AG | 12,030 | 0 | 0.00% | $89.83 | 0.93% | 0.00% | 1,341,104 | 2025-03-31 | ||||||
| CI | CIGNA GROUP | 3,750 | 0 | 0.00% | $199.34 | 0.85% | 0.00% | 1,233,875 | 2025-03-31 | ||||||
| KO | COCA COLA | 17,101 | -100 | -0.58% | $53.45 | 0.84% | 0.00% | 1,224,745 | 2025-03-31 | ||||||
| PEP | PEPSICO | 8,073 | +67 | +0.84% | $138.32 | 0.83% | 0.00% | 1,210,500 | 2025-03-31 | ||||||
| J | JACOBS SOLUTIONS | 9,782 | -100 | -1.01% | $102.07 | 0.82% | 0.01% | 1,182,546 | 2025-03-31 | ||||||
| UNP | UNION PACIFIC | 4,967 | 0 | 0.00% | $176.52 | 0.81% | 0.00% | 1,173,404 | 2025-03-31 | ||||||
| MDT | MEDTRONIC | 12,679 | -200 | -1.55% | $108.03 | 0.79% | 0.00% | 1,139,348 | 2025-03-31 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 7,246 | 0 | 0.00% | $96.28 | 0.73% | 0.00% | 1,057,988 | 2025-03-31 | ||||||
| STZ | CONSTELLATION BRANDS | 5,515 | 0 | 0.00% | $190.33 | 0.70% | 0.00% | 1,012,113 | 2025-03-31 | ||||||
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES | 4,405 | -110 | -2.44% | $111.76 | 0.69% | 0.00% | 1,003,988 | 2025-03-31 | ||||||
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 16,575 | 0 | 0.00% | $60.15 | 0.67% | 0.02% | 966,986 | 2025-03-31 | ||||||
| WAT | WATERS | 2,562 | 0 | 0.00% | $219.58 | 0.65% | 0.00% | 944,276 | 2025-03-31 | ||||||
| XLE | ENERGY SELECT SECTOR SPDR FUND | 9,955 | 0 | 0.00% | $59.70 | 0.64% | 0.00% | 930,295 | 2025-03-31 | ||||||
| MA | MASTERCARD | 1,685 | 0 | 0.00% | $284.18 | 0.64% | 0.00% | 923,792 | 2025-03-31 | ||||||
| UPS | UNITED PARCEL SERVICE | 8,381 | +4 | +0.05% | $118.99 | 0.64% | 0.00% | 921,827 | 2025-03-31 | ||||||
| WM | WASTE MANAGEMENT | 3,975 | 0 | 0.00% | $114.44 | 0.63% | 0.00% | 920,252 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 14,339 | +2 | +0.01% | $45.72 | 0.61% | 0.00% | 884,886 | 2025-03-31 | ||||||
| IAU | ISHARES GOLD TRUST | 14,912 | 0 | 0.00% | $35.15 | 0.61% | 0.00% | 879,212 | 2025-03-31 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 6,593 | 0 | 0.00% | $64.78 | 0.60% | 0.00% | 873,309 | 2025-03-31 | ||||||
| SO | SOUTHERN | 9,171 | +4 | +0.04% | $62.00 | 0.58% | 0.00% | 843,319 | 2025-03-31 | ||||||
| AMZN | AMAZON | 4,295 | 0 | 0.00% | $120.31 | 0.56% | 0.00% | 817,167 | 2025-03-31 | ||||||
| SNPS | SYNOPSYS | 1,900 | 0 | 0.00% | $138.16 | 0.56% | 0.00% | 814,815 | 2025-03-31 | ||||||
| GILD | GILEAD SCIENCES | 7,231 | +3 | +0.04% | $67.24 | 0.56% | 0.00% | 810,249 | 2025-03-31 | ||||||