Aberdeen Wealth Management LLC

Q3 2025 13F-HR Holdings

Location
Lake Bluff, IL
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
165
Total value ($000)
$159,207
Net value change ($000)
+8,779 (5.8%)
New positions
5
Sold out positions
5
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,120 24.1%
GOOGL 1,012 41.7%
NVDA 581 20.5%
IVOV 581 5.1%
ABBV 551 24.7%
VIG 449 5.2%
JNJ 378 21.5%
GLD 361 16.6%
GOOGL 353 39.2%
PLTR 347 NEW
Top Reduces (Value $000, Stocks/ETFs)
CARR -256 -100.0%
AFL -226 -100.0%
CL -225 -12.0%
DOV -206 -100.0%
AMP -206 -100.0%
VTEI -200 -100.0%
ADP -171 -4.8%
CI -159 -12.8%
STZ -154 -17.2%
UPS -145 -17.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type