Aptus Capital Advisors, LLC Incresed Positions in Q3 2024

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
298
+ 7.66%
$201.87 - $242.35 $60.2K - $72.2K
4.19K $980K
PANW
Palo Alto Networks Inc

Technology
537
+ 27.69%
$294.18 - $368.01 $158K - $198K
2.48K $846K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.28K
+ 470.87%
$74.85 - $82.2 $171K - $187K
2.76K $224K
PLTR
Palantir Technologies Inc.

Technology
456
+ 3.53%
$24.09 - $37.95 $11K - $17.3K
13.4K $498K
ASML
Asml Holding Nv

Technology
286
+ 81.25%
$749.82 - $1098.95 $214K - $314K
638 $531K
MET
Metlife Inc

Financial Services
498
+ 4.79%
$67.96 - $82.48 $33.8K - $41.1K
10.9K $897K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
2.92K
+ 251.47%
$50.43 - $55.76 $147K - $163K
4.08K $227K
CEG
Constellation Energy Corp

Utilities
70
+ 2.85%
$167.08 - $262.86 $11.7K - $18.4K
2.53K $657K
WFC
Wells Fargo & Company

Financial Services
4.05K
+ 16.99%
$51.58 - $60.97 $209K - $247K
27.9K $1.57M
USRT
Ishares Core U.S. Reit ETF

ETFs
243
+ 1.36%
$53.07 - $62.66 $12.9K - $15.2K
18.1K $1.11M
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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.48K
+ 36.64%
$49.83 - $62.75 $173K - $218K
13K $747K
COF
Capital One Financial Corp

Financial Services
658
+ 13.8%
$131.42 - $153.05 $86.5K - $101K
5.43K $812K
ES
Eversource Energy

Utilities
1.36K
+ 27.26%
$56.52 - $68.38 $76.7K - $92.8K
6.34K $431K
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
DFS
Discover Financial Services

Financial Services
895
+ 47.63%
$123.41 - $144.72 $110K - $130K
2.77K $389K
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
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.75K
+ 17.62%
$38.04 - $45.36 $66.7K - $79.5K
11.7K $522K
TXN
Texas Instruments Inc

Technology
717
+ 10.3%
$194.6 - $194.6 $140K - $140K
7.68K $1.49M
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
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.61K
+ 21.29%
$21.05 - $21.17 $118K - $119K
32K $675K
SCCO
Southern Copper Corp

Basic Materials
886
+ 38.91%
$94.1 - $120.43 $83.4K - $107K
3.16K $365K
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
REET
Ishares Global Reit ETF

ETFs
2.52K
+ 18.14%
$23.07 - $27.17 $58.2K - $68.5K
16.4K $438K
TTE
Total Energies Se

Energy
1.46K
+ 18.39%
$68.61 - $68.61 $99.8K - $99.8K
9.37K $642K
CCI
Crown Castle International Corp

Real Estate
336
+ 9.27%
$95.29 - $120.24 $32K - $40.4K
3.96K $469K
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
TT
Trane Technologies PLC

Industrials
38
+ 2.32%
$314.21 - $388.71 $11.9K - $14.8K
1.68K $651K
YUM
Yum Brands Inc

Consumer Cyclical
708
+ 38.56%
$125.95 - $139.96 $89.2K - $99.1K
2.54K $355K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
4.23K
+ 9.06%
$23.47 - $23.74 $99.3K - $100K
50.9K $1.21M
ET
Energy Transfer LP

Energy
18.6K
+ 1.69%
$15.43 - $16.44 $288K - $306K
1.12M $18M
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
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