Aptus Capital Advisors, LLC Purchases in Q4 2024

Aptus Capital Advisors, LLC

  • $8.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
862
New
$915.49 - $1730.0 $789K - $1.49M
862 $953K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
3.13K
+ 21.8%
$228.53 - $298.77 $715K - $934K
17.5K $4.44M
VB
Vanguard Small Cap ETF

ETFs
3.59K
+ 21.01%
$233.76 - $261.58 $839K - $939K
20.7K $4.97M
CSX
Csx Corp

Industrials
62.5K
+ 12.75%
$31.58 - $36.88 $1.97M - $2.3M
552K $17.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10K
+ 71.83%
$96.64 - $101.23 $967K - $1.01M
23.9K $2.32M
BA
Boeing CO

Industrials
3.85K
+ 47.24%
$138.14 - $180.72 $532K - $695K
12K $2.12M
PR
Permian Resources Corporation

Energy
59.7K
+ 320.13%
$13.41 - $16.21 $800K - $967K
78.3K $1.13M
IYR
Ishares Tr

ETFs
9.36K
New
$90.74 - $102.87 $849K - $962K
9.36K $870K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.5K
+ 127.58%
$49.03 - $53.35 $809K - $880K
29.4K $1.51M
MSTR
Microstrategy Inc

Technology
598
+ 10.41%
$162.69 - $473.83 $97.3K - $283K
6.35K $1.84M
WMB
Williams Companies, Inc.

Energy
13.9K
+ 112.82%
$46.37 - $59.74 $646K - $833K
26.3K $1.42M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.05K
+ 10.62%
$183.23 - $199.79 $1.11M - $1.21M
63K $11.7M
RDVY
First Trust Rising Dividend Ac

ETFs
15K
+ 3.06%
$58.65 - $64.37 $878K - $964K
504K $29.8M
VUG
Vanguard Growth ETF

ETFs
1.26K
+ 11.47%
$378.79 - $428.11 $477K - $539K
12.2K $5.03M
CLX
Clorox CO

Consumer Defensive
4.93K
New
$156.51 - $169.74 $772K - $837K
4.93K $801K
LADR
Ladder Capital Corp

Real Estate
85.1K
+ 22.58%
$10.95 - $11.99 $932K - $1.02M
462K $5.17M
OTTR
Otter Tail Corp

Utilities
14.5K
+ 22.45%
$73.59 - $85.52 $1.07M - $1.24M
79.3K $5.86M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
42.7K
+ 22.4%
$30.82 - $34.31 $1.32M - $1.46M
233K $7.3M
MLM
Martin Marietta Materials Inc

Basic Materials
1.5K
+ 257.8%
$516.5 - $619.58 $776K - $931K
2.09K $1.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.89K
+ 10.59%
$94.43 - $105.47 $462K - $516K
51.1K $5.19M
VMC
Vulcan Materials CO

Basic Materials
2.83K
+ 66.49%
$237.95 - $292.31 $674K - $828K
7.1K $1.83M
AAON
Aaon, Inc.

Industrials
4.66K
+ 21.97%
$106.25 - $140.75 $495K - $655K
25.8K $3.04M
CL
Colgate Palmolive CO

Consumer Defensive
9.41K
+ 113.67%
$90.22 - $102.31 $849K - $963K
17.7K $1.61M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.9K
+ 14.52%
$71.75 - $75.11 $1.07M - $1.12M
118K $8.47M
NVT
N Vent Electric PLC

Industrials
12.8K
+ 20.86%
$67.69 - $79.19 $867K - $1.01M
74.2K $5.06M
FNDF
Schwab Fundamental Intl Large

ETFs
28.8K
+ 53.93%
$32.92 - $37.15 $949K - $1.07M
82.3K $2.73M
XLY
Select Sector Spdr Consumer Di

ETFs
3.16K
+ 340.19%
$194.8 - $239.43 $615K - $756K
4.09K $916K
JNJ
Johnson & Johnson

Healthcare
22.7K
+ 15.49%
$143.34 - $165.86 $3.25M - $3.76M
169K $24.5M
CB
Chubb LTD

Financial Services
2.79K
+ 70.59%
$271.57 - $301.89 $757K - $841K
6.74K $1.86M
TT
Trane Technologies PLC

Industrials
2.03K
+ 120.99%
$369.35 - $419.14 $749K - $850K
3.71K $1.37M
AXP
American Express CO

Financial Services
1.73K
+ 22.17%
$267.35 - $305.57 $463K - $529K
9.54K $2.83M
NKE
Nike, Inc.

Consumer Cyclical
11.3K
+ 100.27%
$73.36 - $89.13 $831K - $1.01M
22.6K $1.71M
AMH
American Homes 4 Rent

Real Estate
21.3K
+ 20.78%
$35.02 - $39.25 $746K - $836K
124K $4.63M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.37K
+ 37.79%
$275.15 - $388.2 $377K - $532K
5K $1.71M
KFRC
Kforce Inc

Industrials
19.5K
+ 22.43%
$53.57 - $62.47 $1.04M - $1.22M
106K $6.03M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.4K
+ 12.96%
$34.49 - $39.24 $429K - $488K
108K $4.02M
VNQ
Vanguard Specialized Funds Van

ETFs
7.78K
+ 1585.34%
$87.85 - $98.6 $684K - $768K
8.28K $737K
SYY
Sysco Corp

Consumer Defensive
8.97K
+ 186.68%
$73.63 - $81.77 $661K - $734K
13.8K $1.05M
BHP
Bhp Group LTD

Basic Materials
13.9K
New
$48.78 - $62.43 $676K - $865K
13.9K $676K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
34.3K
+ 15.78%
$57.07 - $62.58 $1.96M - $2.15M
252K $14.4M
FNDX
Schwab Fundamental U S Large C

ETFs
30.6K
+ 2319.55%
$23.49 - $71.77 $719K - $2.2M
31.9K $756K
CHRD
Oasis Petroleum Inc.

Energy
10.9K
+ 23.91%
$110.83 - $137.78 $1.2M - $1.5M
56.3K $6.56M
BBUS
J P Morgan Exchg Traded Fd

ETFs
5.6K
+ 25.04%
$102.46 - $110.17 $574K - $617K
28K $2.96M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.63K
+ 1.44%
$70.54 - $79.61 $115K - $130K
115K $8.73M
SCHO
Schwab Short Term Us Treasury

ETFs
26.3K
+ 5815.01%
$24.06 - $48.88 $634K - $1.29M
26.8K $644K
PAYX
Paychex Inc

Industrials
4.08K
+ 54.78%
$135.86 - $148.73 $554K - $606K
11.5K $1.61M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12.1K
+ 68.8%
$60.13 - $67.31 $730K - $817K
29.8K $1.81M
OCUL
Ocular Therapeutix, Inc

Healthcare
76.9K
+ 29.28%
$8.33 - $11.47 $641K - $883K
340K $2.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
70
+ 20.96%
$4100.99 - $5300.34 $287K - $371K
404 $2.01M
Activity Summary
Buys All Purchases 1029 New Holdings 236 Increased Positions 793 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 8 Puts 0
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