Aptus Capital Advisors, LLC Purchases in Q3 2024

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CHTR
Charter Communications, Inc.

Communication Services
433
+ 62.03%
$290.56 - $383.07 $126K - $166K
1.13K $366K
FTNT
Fortinet, Inc.

Technology
813
+ 15.21%
$55.39 - $77.55 $45K - $63K
6.16K $477K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3K
+ 291.25%
$50.15 - $51.27 $150K - $154K
4.03K $206K
OTTR
Otter Tail Corp

Utilities
8.74K
+ 15.61%
$75.49 - $100.47 $660K - $879K
64.8K $5.06M
COF
Capital One Financial Corp

Financial Services
658
+ 13.8%
$131.42 - $153.05 $86.5K - $101K
5.43K $812K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.48K
+ 36.64%
$49.83 - $62.75 $173K - $218K
13K $747K
ES
Eversource Energy

Utilities
1.36K
+ 27.26%
$56.52 - $68.38 $76.7K - $92.8K
6.34K $431K
VOD
Vodafone Group Public LTD CO

Communication Services
14.9K
New
$8.8 - $10.35 $131K - $154K
14.9K $149K
GILD
Gilead Sciences, Inc.

Healthcare
309
+ 3.88%
$66.59 - $83.99 $20.6K - $26K
8.26K $692K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.53K
+ 13872.73%
$92.1 - $95.52 $141K - $146K
1.54K $146K
ON
On Semiconductor Corp

Technology
72
+ 0.21%
$66.39 - $78.74 $4.78K - $5.67K
34K $2.47M
PRF
Invesco Exchange Traded Fd Tr

ETFs
3.07K
+ 49.48%
$37.33 - $40.63 $115K - $125K
9.28K $376K
TXN
Texas Instruments Inc

Technology
717
+ 10.3%
$194.6 - $194.6 $140K - $140K
7.68K $1.49M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.75K
+ 17.62%
$38.04 - $45.36 $66.7K - $79.5K
11.7K $522K
OTIS
Otis Worldwide Corp

Industrials
1.07K
+ 30.04%
$91.43 - $104.43 $98.1K - $112K
4.65K $482K
OEF
Ishares S&P 100 ETF

ETFs
508
+ 111.65%
$266.03 - $266.03 $135K - $135K
963 $256K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.58K
+ 96.76%
$81.31 - $83.29 $129K - $132K
3.22K $267K
MGC
Vanguard Mega Cap ETF

ETFs
82
+ 0.67%
$185.93 - $206.64 $15.2K - $16.9K
12.2K $2.53M
INTF
Ishares Tr

ETFs
3.47K
+ 36.26%
$28.08 - $31.79 $97.3K - $110K
13K $409K
LRGF
Ishares Tr

ETFs
2K
+ 58.95%
$52.89 - $58.77 $106K - $118K
5.4K $317K
LHX
L3 Harris Technologies, Inc.

Industrials
405
+ 17.98%
$221.96 - $243.27 $89.9K - $98.5K
2.66K $632K
KMI
Kinder Morgan, Inc.

Energy
2.66K
+ 8.92%
$19.72 - $22.22 $52.5K - $59.2K
32.5K $718K
TGT
Target Corp

Consumer Defensive
427
+ 5.84%
$133.47 - $159.25 $57K - $68K
7.74K $1.21M
SPMD
Spdr Portfolio

ETFs
1.07K
+ 5.59%
$50.29 - $54.92 $54K - $58.9K
20.3K $1.11M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
574
+ 20.96%
$125.95 - $142.04 $72.3K - $81.5K
3.31K $470K
ALL
Allstate Corp

Financial Services
103
+ 3.03%
$158.43 - $192.86 $16.3K - $19.9K
3.5K $663K
SCCO
Southern Copper Corp

Basic Materials
886
+ 38.91%
$94.1 - $120.43 $83.4K - $107K
3.16K $365K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.61K
+ 21.29%
$21.05 - $21.17 $118K - $119K
32K $675K
ANET
Arista Networks, Inc.

Technology
109
+ 4.66%
$311.42 - $388.21 $33.9K - $42.3K
2.45K $938K
ZTS
Zoetis Inc.

Healthcare
97
+ 2.19%
$172.58 - $196.48 $16.7K - $19.1K
4.53K $885K
CCI
Crown Castle International Corp

Real Estate
336
+ 9.27%
$95.29 - $120.24 $32K - $40.4K
3.96K $469K
TTE
Total Energies Se

Energy
1.46K
+ 18.39%
$68.61 - $68.61 $99.8K - $99.8K
9.37K $642K
REET
Ishares Global Reit ETF

ETFs
2.52K
+ 18.14%
$23.07 - $27.17 $58.2K - $68.5K
16.4K $438K
EQIX
Equinix Inc

Real Estate
5
+ 0.6%
$749.0 - $890.01 $3.75K - $4.45K
842 $747K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
4.08K
+ 6.27%
$24.29 - $24.63 $99.1K - $101K
69.2K $1.7M
ET
Energy Transfer LP

Energy
18.6K
+ 1.69%
$15.43 - $16.44 $288K - $306K
1.12M $18M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
4.23K
+ 9.06%
$23.47 - $23.74 $99.3K - $100K
50.9K $1.21M
YUM
Yum Brands Inc

Consumer Cyclical
708
+ 38.56%
$125.95 - $139.96 $89.2K - $99.1K
2.54K $355K
TT
Trane Technologies PLC

Industrials
38
+ 2.32%
$314.21 - $388.71 $11.9K - $14.8K
1.68K $651K
MDIV
First Trust Multi Asset Divers

ETFs
6.11K
+ 58.7%
$15.69 - $16.76 $95.9K - $102K
16.5K $274K
LEN
Lennar Corp

Consumer Cyclical
284
+ 18.44%
$142.5 - $192.45 $40.5K - $54.7K
1.82K $341K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.42K
+ 9.69%
$85.84 - $85.84 $122K - $122K
16K $1.38M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.9K
+ 93.38%
$48.51 - $52.86 $92.4K - $101K
3.94K $208K
SWK
Stanley Black & Decker, Inc.

Industrials
102
+ 3.18%
$77.75 - $110.17 $7.93K - $11.2K
3.31K $364K
BSX
Boston Scientific Corp

Healthcare
520
+ 5.5%
$72.96 - $84.0 $37.9K - $43.7K
9.97K $835K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
4.21K
+ 11.33%
$23.41 - $23.78 $98.6K - $100K
41.4K $980K
ECL
Ecolab Inc.

Basic Materials
268
+ 11.94%
$228.86 - $255.76 $61.3K - $68.5K
2.51K $641K
SHOP
Shopify Inc.

Technology
315
+ 5.48%
$52.26 - $80.75 $16.5K - $25.4K
6.06K $485K
ETR
Entergy Corp

Utilities
116
+ 3.21%
$104.75 - $131.61 $12.2K - $15.3K
3.73K $490K
Activity Summary
Buys All Purchases 740 New Holdings 122 Increased Positions 618 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email