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  Name: Aberdeen Wealth Management LLC
  City: CHICAGO
  State: IL
  Zip: 60602
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $137,852,000
  Total Value Change : $5,125,000
  Securities Held Change : 2
   
All Securities Held : 162
  New Positions : 2
  Closed Positions : 3
  Increased Positions : 22
  Unchanged Positions : 87
  Decreased Positions : 51

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IVOV)1 Year Chart         IVOV Vanguard S&p Mid Cap 40... 1 - $89.24 $10,941,000 125,504 7.94% 1,166,000 40 2.824    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 19 - $117.96 $1,573,000 15,731 1.14% -276,000 7 0    Integrated Oil & Gas
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 20 - $61.05 $1,526,000 26,325 1.11% 122,000 89 0.005    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 43 - $93.83 $868,000 10,355 0.63% -50,000 200 0    Closed - End Fund - E...
   (CHKP)1 Year Chart         CHKP Check Point Software Techno... 47 - $151.57 $797,000 5,215 0.58% 106,000 30 0.004    Security Software & S...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 51 - $48.06 $739,000 14,627 0.54% -47,000 5 0    Networking & Communic...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 58 - $520.84 $698,000 1,469 0.51% 698,000 1,469 0    Closed - End Fund - E...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 89 - $76.11 $458,000 4,766 0.33% 23,000 3 0    Specialty Eateries
   (ZBH)1 Year Chart         ZBH Zimmer Holdings Inc 114 - $121.31 $329,000 2,704 0.24% 31,000 45 0.001    Medical Appliances & ...
   (EIX)1 Year Chart         EIX Edison International 119 - $74.89 $293,000 4,101 0.21% 34,000 5 0.001    Electric Utilities
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 124 - $38.78 $264,000 7,665 0.19% 264,000 7,665 0.001    Domestic Regional Banks
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 139 - $250.55 $221,000 807 0.16% -3,000 18 0    Diversified Chemicals
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 146 - $61.75 $49,000 867 0.04% 39,000 667 0.003    Closed - End Fund - Debt
   (RWR)1 Year Chart         RWR Dow Jones Wilshire REIT 158 - $90.89 $10,000 105 0.01% 10,000 105 0    Closed - End Fund - E...
      14 Records Found
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