Aptus Capital Advisors, LLC Portfolio Holdings
Aptus Capital Advisors, LLC
- $8.9 Billion
- Q4 2024
Aptus Capital Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.9 Billion distributed in 1611 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $517M, ETF Ser Solutions Aptus Define with a value of $314M, Apple Inc. with a value of $250M, Microsoft Corp with a value of $202M, and Nvidia Corp with a value of $190M.
Examining the 13F form we can see an increase of $2.63B in the current position value, from $6.27B to 8.9B.
Below you can find more details about Aptus Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.9 Billion
ETFs: $4.08 Billion
Technology: $1.4 Billion
Consumer Cyclical: $563 Million
Healthcare: $533 Million
Financial Services: $517 Million
Industrials: $358 Million
Energy: $331 Million
Communication Services: $275 Million
Other: $517 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,611
- Current Value $8.9 Billion
- Prior Value $6.27 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 236 stocks
- Additional Purchases 793 stocks
- Sold out of 0 stocks
- Reduced holdings in 189 stocks