Aptus Capital Advisors, LLC Purchases in Q3 2025

Aptus Capital Advisors, LLC

  • $12.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.74K
+ 11.62%
$85.01 - $90.35 $147K - $157K
16.7K $1.49M
PR
Permian Resources Corporation

Energy
28K
+ 11.84%
$12.8 - $14.51 $359K - $407K
265K $3.39M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.17K
+ 45.27%
$49.78 - $50.75 $158K - $161K
10.2K $515K
CDNS
Cadence Design Systems Inc

Technology
19
+ 0.52%
$309.46 - $373.37 $5.88K - $7.09K
3.65K $1.28M
CGUS
Capital Group Core Equity ETF
73
+ 0.12%
$36.89 - $39.72 $2.69K - $2.9K
61.2K $2.42M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
204
+ 10.99%
$103.83 - $179.9 $21.2K - $36.7K
2.06K $368K
DFIV
Dimensional ETF Tr

ETFs
3.18K
+ 87.77%
$42.66 - $46.53 $136K - $148K
6.8K $313K
EME
Emcor Group, Inc.

Industrials
123
+ 18.69%
$530.88 - $655.83 $65.3K - $80.7K
781 $507K
RY
Royal Bank Of Canada

Financial Services
839
+ 46.18%
$128.46 - $148.6 $108K - $125K
2.66K $391K
BR
Broadridge Financial Solutions, Inc.

Technology
2.91K
+ 2.61%
$233.75 - $266.89 $680K - $777K
114K $27.2M
PSA
Public Storage

Real Estate
1.04K
+ 3.1%
$271.94 - $298.09 $283K - $310K
34.6K $10M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.54K
+ 12.78%
$49.09 - $50.58 $125K - $129K
22.4K $1.13M
DSI
Ishares Msci Kld 400 Social Et

ETFs
84
+ 0.61%
$115.96 - $125.95 $9.74K - $10.6K
13.8K $1.73M
QS
Quantum Scape Corp

Consumer Cyclical
11.6K
New
$6.36 - $14.64 $73.9K - $170K
11.6K $143K
FUBO
Fubo Tv Inc.

Communication Services
7.04K
+ 1.8%
$3.31 - $4.56 $23.3K - $32.1K
399K $1.65M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6
+ 0.02%
$72.04 - $77.35 $432 - $464
34.9K $2.68M
BITO
Proshares Tr Bitcoin Strategy

ETFs
7.09K
New
$18.74 - $23.05 $133K - $163K
7.09K $139K
HAL
Halliburton CO

Energy
3.74K
+ 33.6%
$20.5 - $25.11 $76.6K - $93.9K
14.9K $365K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.75K
+ 926.41%
N/A
6.37K $151K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
138
+ 0.25%
$41.91 - $44.87 $5.78K - $6.19K
54.5K $2.44M
CLX
Clorox CO

Consumer Defensive
854
+ 8.85%
$117.67 - $131.43 $100K - $112K
10.5K $1.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
245
+ 33.11%
$393.18 - $439.39 $96.3K - $108K
985 $428K
MGK
Vanguard Mega Cap Growth ETF

ETFs
126
+ 5.49%
$362.31 - $405.74 $45.7K - $51.1K
2.42K $974K
PML
Pimco Municipal Income Fund Ii

Financial Services
16.9K
New
$7.11 - $7.91 $120K - $134K
16.9K $134K
SBUX
Starbucks Corp

Consumer Cyclical
5.02K
+ 11.99%
$81.9 - $96.86 $411K - $486K
46.9K $3.97M
GBIL
Goldman Sachs Access Treasury

ETFs
1.3K
+ 183.52%
$99.82 - $100.23 $130K - $131K
2.01K $201K
SLV
I Shares Silver Trust

ETFs
100
+ 0.77%
$32.73 - $42.5 $3.27K - $4.25K
13.2K $558K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.25K
+ 27.5%
$85.84 - $99.09 $193K - $223K
10.4K $912K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.04K
New
$110.74 - $122.12 $115K - $127K
1.04K $125K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 122.42%
$108.47 - $114.7 $114K - $121K
1.92K $219K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.02%
$157.1 - $178.94 $157 - $179
6.47K $1.14M
VEEV
Veeva Systems Inc

Healthcare
321
+ 11.52%
$269.2 - $297.91 $86.4K - $95.6K
3.11K $925K
ADT
Adt Inc.

Industrials
13.6K
New
$8.27 - $8.85 $112K - $120K
13.6K $118K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
3.25K
+ 57.25%
$50.98 - $67.62 $166K - $220K
8.93K $503K
IWP
Ishares Russell Mid Cap Growth

ETFs
817
+ 222.01%
$137.51 - $145.26 $112K - $119K
1.19K $168K
WDAY
Workday, Inc.

Technology
481
+ 19.66%
$213.69 - $247.69 $103K - $119K
2.93K $704K
SCHW
Schwab Charles Corp

Financial Services
592
+ 4.13%
$91.03 - $98.69 $53.9K - $58.4K
14.9K $1.42M
URA
Global X Uranium ETF

ETFs
2.32K
+ 478.76%
$36.45 - $50.4 $84.6K - $117K
2.81K $133K
CINF
Cincinnati Financial Corp

Financial Services
600
+ 33.02%
$145.8 - $158.1 $87.5K - $94.9K
2.42K $382K
TPR
Tapestry, Inc.

Consumer Cyclical
220
+ 6.41%
$86.48 - $116.14 $19K - $25.6K
3.65K $413K
RPRX
Royalty Pharma PLC

Healthcare
3.37K
+ 31.44%
$34.9 - $37.91 $118K - $128K
14.1K $496K
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
10K
New
N/A
10K $108K
XLY
Select Sector Spdr Consumer Di

ETFs
289
+ 16.59%
$216.09 - $242.18 $62.5K - $70K
2.03K $486K
DAL
Delta Air Lines, Inc.

Industrials
255
+ 2.08%
$49.0 - $61.97 $12.5K - $15.8K
12.5K $709K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.3K
+ 164.35%
$75.26 - $80.19 $97.8K - $104K
2.09K $166K
TDG
Trans Digm Group Inc

Industrials
113
+ 50.9%
$1271.04 - $1620.83 $144K - $183K
335 $441K
LYFT
Lyft, Inc.

Technology
1.45K
+ 13.26%
$13.41 - $22.93 $19.4K - $33.2K
12.4K $272K
COIN
Coinbase Global, Inc.

Technology
332
+ 37.9%
$297.99 - $419.78 $98.9K - $139K
1.21K $407K
PH
Parker Hannifin Corp

Industrials
61
+ 6.96%
$697.13 - $769.67 $42.5K - $46.9K
938 $711K
Activity Summary
Buys All Purchases 783 New Holdings 125 Increased Positions 658 Sells All Sells 477 Reductions 477 Sold out 0 Options Calls 13 Puts 15
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