Aptus Capital Advisors, LLC Incresed Positions in Q4 2024

Aptus Capital Advisors, LLC

  • $8.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
2.86M
+ 28.6%
$39.5 - $41.38 $113M - $118M
12.9M $517M
DRSK
ETF Ser Solutions Aptus Define

ETFs
3.64M
+ 46.64%
$27.43 - $28.44 $99.9M - $104M
11.4M $314M
AAPL
Apple Inc.

Technology
250K
+ 33.5%
$221.69 - $259.02 $55.5M - $64.8M
998K $250M
BSCV
Invesco ETF Self Indexed Fd Tr
4.31M
+ 176.76%
$16.02 - $16.72 $69.1M - $72.1M
6.75M $108M
BSCU
Invesco Exc Self Ind Tr

ETFs
3.27M
+ 97.72%
$16.32 - $16.99 $53.4M - $55.6M
6.63M $108M
AMZN
Amazon Com Inc

Consumer Cyclical
128K
+ 27.68%
$180.88 - $232.93 $23.2M - $29.9M
591K $130M
NVDA
Nvidia Corp

Technology
197K
+ 16.21%
$117.0 - $148.88 $23.1M - $29.3M
1.41M $190M
MSFT
Microsoft Corp

Technology
107K
+ 28.79%
$406.35 - $454.46 $43.5M - $48.7M
479K $202M
IBDV
Ishares Tr

Technology
1.74M
+ 66.77%
$21.24 - $22.15 $36.9M - $38.5M
4.34M $92.7M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.44M
+ 67.79%
$24.5 - $25.72 $35.2M - $37M
3.56M $87.5M
TSLA
Tesla, Inc.

Consumer Cyclical
32.2K
+ 25.38%
$213.65 - $479.86 $6.87M - $15.4M
159K $64.1M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
619K
+ 30.3%
$45.72 - $48.37 $28.3M - $29.9M
2.66M $124M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53.3K
+ 125.34%
$521.84 - $558.82 $27.8M - $29.8M
95.8K $51.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
499K
+ 378.96%
$50.37 - $50.6 $25.1M - $25.3M
631K $31.8M
GOOG
Alphabet Inc.

Communication Services
85.9K
+ 23.25%
$163.08 - $198.16 $14M - $17M
455K $86.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
318K
+ 24.93%
$66.77 - $71.52 $21.3M - $22.8M
1.6M $110M
JPM
Jpmorgan Chase & CO

Financial Services
64.8K
+ 27.37%
$205.18 - $250.29 $13.3M - $16.2M
302K $72.3M
KO
Coca Cola CO

Consumer Defensive
352K
+ 739.36%
$61.74 - $71.71 $21.8M - $25.3M
400K $24.9M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.03M
+ 32.29%
$22.71 - $23.47 $23.3M - $24.1M
4.2M $95.8M
GOOGL
Alphabet Inc.

Communication Services
80.3K
+ 73.58%
$161.86 - $196.66 $13M - $15.8M
189K $35.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
391K
+ 583.8%
$45.07 - $47.1 $17.6M - $18.4M
458K $20.7M
VEA
Vanguard Ftse Developed Market

ETFs
494K
+ 37.76%
$47.57 - $52.44 $23.5M - $25.9M
1.8M $86.2M
V
Visa Inc.

Financial Services
30.2K
+ 19.8%
$273.87 - $320.91 $8.27M - $9.69M
183K $57.7M
BMY
Bristol Myers Squibb CO

Healthcare
265K
+ 1221.22%
$51.92 - $59.94 $13.8M - $15.9M
287K $16.2M
XOM
Exxon Mobil Corp

Energy
168K
+ 45.86%
$105.51 - $125.37 $17.7M - $21M
533K $57.3M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
183K
+ 67.13%
$76.72 - $82.83 $14.1M - $15.2M
456K $35.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
171K
+ 5315.15%
$81.68 - $82.93 $14M - $14.2M
174K $14.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
88.1K
+ 23.96%
$174.22 - $187.62 $15.4M - $16.5M
456K $79.9M
IVV
Ishares Core S&P 500 ETF

ETFs
23.4K
+ 118.62%
$570.51 - $610.59 $13.3M - $14.3M
43.1K $25.4M
META
Meta Platforms, Inc.

Communication Services
20.4K
+ 20.8%
$554.08 - $632.68 $11.3M - $12.9M
118K $69.7M
WMT
Walmart Inc.

Consumer Defensive
94K
+ 20.33%
$79.1 - $95.7 $7.43M - $8.99M
556K $50.2M
XLF
Financial Sector Spdr

ETFs
266K
+ 1183.24%
$44.89 - $51.34 $11.9M - $13.6M
288K $13.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29.1K
+ 33.63%
$442.29 - $483.08 $12.9M - $14.1M
116K $52.4M
MKC
Mccormick & CO Inc

Consumer Defensive
162K
+ 3162.85%
$73.97 - $84.09 $12M - $13.7M
168K $12.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
90.6K
+ 857.79%
$124.26 - $134.12 $11.3M - $12.1M
101K $13M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
302K
+ 412.28%
$35.45 - $40.33 $10.7M - $12.2M
375K $13.4M
NOW
Service Now, Inc.

Technology
4.75K
+ 14.02%
$867.18 - $1148.42 $4.12M - $5.45M
38.6K $40.9M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
309K
+ 7547.57%
$32.68 - $36.28 $10.1M - $11.2M
313K $10.2M
NFLX
Netflix Inc

Communication Services
5.59K
+ 20.71%
$687.65 - $936.56 $3.84M - $5.24M
32.6K $29M
BAC
Bank Of America Corp

Financial Services
177K
+ 37.52%
$39.22 - $47.77 $6.95M - $8.47M
650K $28.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
295K
+ 22.7%
$29.73 - $30.81 $8.78M - $9.1M
1.6M $48.6M
IEMG
Ishares Inc

ETFs
174K
+ 229.27%
N/A
250K $13.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
89.6K
+ 1432.83%
$95.27 - $107.82 $8.53M - $9.66M
95.8K $9.9M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
552K
+ 25.54%
$18.28 - $18.87 $10.1M - $10.4M
2.72M $49.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
50.3K
+ 43.68%
$176.42 - $186.91 $8.88M - $9.41M
166K $29.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.6M
+ 259.84%
$26.93 - $84.95 $43.1M - $136M
2.22M $60.6M
MS
Morgan Stanley

Financial Services
40K
+ 26.64%
$104.42 - $134.99 $4.18M - $5.4M
190K $23.9M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
73.4K
+ 980.46%
$108.0 - $116.52 $7.93M - $8.55M
80.9K $9.07M
EFV
Msci Eafe Value ETF

ETFs
157K
+ 698.35%
$51.78 - $57.15 $8.15M - $8.99M
180K $9.44M
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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