StockDriftsStockDriftsTop 50 Aberdeen Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 22.37% | 153.0K | $49.1M | -1.11%(-1.72K) | $331.72(+9.35%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.73% | 58.4K | $12.6M | +23.73%(+11.20K) | $154.83(+48.16%) | 2026-03-31 | |
| IVOV | VANGUARD ADMIRAL FDS INC | 5.48% | 117.9K | $12.0M | -0.57%(-681) | $63.49(+67.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.6% | 22.5K | $5.7M | -0.22%(-50) | $111.02(+170.44%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 2.43% | 191.6K | $5.3M | +59.49%(+71.47K) | $25.10(+20.72%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.01% | 15.0K | $4.4M | +0.00%(+0) | $128.38(+131.97%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.96% | 9.0K | $4.3M | +11.86%(+950) | $313.30(+54.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.88% | 11.2K | $4.1M | -2.19%(-250) | $164.68(+156.21%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.86% | 14.2K | $4.1M | -0.63%(-90) | $93.98(+322.21%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 1.64% | 10.5K | $3.6M | -2.09%(-225) | $59.22(+637.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.72% | +43.23% |
| Top 20 Holdings Unweighted | +14.47% | +50.00% |
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