Aptus Capital Advisors, LLC Purchases in Q2 2025

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
1.94M
+ 3530.63%
$67.83 - $84.09 $132M - $163M
2M $167M
NVDA
Nvidia Corp

Technology
67.6K
+ 4.14%
$94.31 - $157.99 $6.38M - $10.7M
1.7M $269M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.22M
+ 9.5%
$36.36 - $41.4 $44.3M - $50.4M
14M $581M
MSFT
Microsoft Corp

Technology
26.7K
+ 5.19%
$354.56 - $497.45 $9.45M - $13.3M
540K $269M
QQQ
Invesco Qqq Trust, Series 1

ETFs
106K
+ 156.03%
$416.06 - $551.64 $43.9M - $58.3M
173K $95.6M
DRSK
ETF Ser Solutions Aptus Define

ETFs
1.42M
+ 12.05%
$26.75 - $28.79 $38M - $40.9M
13.2M $380M
XOM
Exxon Mobil Corp

Energy
363K
+ 225.86%
$99.93 - $119.04 $36.3M - $43.2M
524K $56.4M
AMZN
Amazon Com Inc

Consumer Cyclical
49.1K
+ 7.6%
$167.32 - $223.3 $8.21M - $11M
695K $152M
BSCV
Invesco ETF Self Indexed Fd Tr
1.57M
+ 20.62%
$15.97 - $16.53 $25M - $25.9M
9.16M $151M
HD
Home Depot, Inc.

Consumer Cyclical
71.7K
+ 187.81%
$335.24 - $380.78 $24M - $27.3M
110K $40.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
369K
+ 17.26%
$34.72 - $42.74 $12.8M - $15.8M
2.51M $107M
ORCL
Oracle Corp

Technology
69.3K
+ 85.48%
$122.82 - $218.63 $8.51M - $15.2M
150K $32.9M
OSCV
Opus Small Cap Value ETF

ETFs
381K
+ 7.84%
$31.34 - $36.29 $12M - $13.8M
5.25M $190M
CSX
Csx Corp

Industrials
601K
+ 1229.96%
$26.69 - $32.91 $16M - $19.8M
649K $21.2M
NFLX
Netflix Inc

Communication Services
2.68K
+ 7.57%
$855.86 - $1339.13 $2.29M - $3.58M
38.1K $51M
JPM
Jpmorgan Chase & CO

Financial Services
12.2K
+ 4.05%
$210.28 - $289.91 $2.57M - $3.55M
314K $91.1M
AMT
American Tower Corp

Real Estate
75.8K
+ 109.43%
$203.96 - $228.19 $15.5M - $17.3M
145K $32M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
138K
+ 335.02%
$94.74 - $118.43 $13.1M - $16.3M
179K $21.2M
GOOG
Alphabet Inc.

Communication Services
35.4K
+ 7.26%
$146.58 - $180.01 $5.19M - $6.37M
523K $92.8M
VEA
Vanguard Ftse Developed Market

ETFs
73.1K
+ 3.67%
$45.65 - $57.01 $3.34M - $4.17M
2.07M $118M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
194K
+ 144.56%
$82.21 - $83.12 $16M - $16.1M
328K $27.2M
NOW
Service Now, Inc.

Technology
6.93K
+ 18.8%
$721.65 - $1040.18 $5M - $7.21M
43.8K $45M
VTI
Vanguard Total Stock Market Et

ETFs
46.1K
+ 111.53%
$243.75 - $303.93 $11.2M - $14M
87.5K $26.6M
PLTR
Palantir Technologies Inc.

Technology
89.9K
+ 181.34%
$74.01 - $144.25 $6.66M - $13M
140K $19M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
314K
+ 91.48%
$30.96 - $40.6 $9.74M - $12.8M
658K $26.6M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
550K
New
$25.77 - $27.23 $14.2M - $15M
550K $14.2M
TSLA
Tesla, Inc.

Consumer Cyclical
12.7K
+ 7.38%
$221.86 - $362.89 $2.82M - $4.61M
185K $58.8M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
631K
+ 117.3%
$19.73 - $22.32 $12.4M - $14.1M
1.17M $25.4M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
83.2K
+ 3.21%
$40.85 - $48.2 $3.4M - $4.01M
2.67M $129M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.6K
+ 12.69%
$456.74 - $568.03 $6.23M - $7.75M
121K $68.8M
FANG
Diamondback Energy, Inc.

Energy
114K
+ 105.5%
$119.25 - $161.49 $13.6M - $18.4M
222K $30.6M
MRK
Merck & Co., Inc.

Healthcare
168K
+ 199.63%
$73.47 - $87.12 $12.4M - $14.7M
253K $20M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
153K
+ 14.92%
$39.89 - $49.46 $6.08M - $7.54M
1.17M $58.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
169K
+ 346.53%
$63.54 - $68.5 $10.8M - $11.6M
218K $14.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.02K
+ 13.17%
$321.63 - $509.31 $1.94M - $3.07M
51.7K $26.3M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
235K
+ 40.54%
$41.2 - $42.29 $9.7M - $9.95M
816K $34.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
34K
+ 7.76%
$152.93 - $181.74 $5.2M - $6.18M
472K $85.8M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
384K
+ 6.42%
$20.23 - $21.04 $7.76M - $8.08M
6.36M $134M
WMT
Walmart Inc.

Consumer Defensive
34.5K
+ 5.62%
$81.79 - $99.98 $2.82M - $3.44M
647K $63.3M
BSCU
Invesco Exc Self Ind Tr

ETFs
477K
+ 6.4%
$16.31 - $16.78 $7.79M - $8.01M
7.93M $133M
RTX
Raytheon Technologies Corp

Industrials
55.5K
+ 136.8%
$113.75 - $148.48 $6.31M - $8.24M
96.1K $14M
AMAT
Applied Materials Inc

Technology
19K
+ 14.12%
$126.95 - $183.52 $2.41M - $3.49M
154K $28.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
96.9K
+ 3.94%
$19.6 - $24.44 $1.9M - $2.37M
2.55M $62.4M
IBDV
Ishares Tr

Technology
314K
+ 6.42%
$21.28 - $21.98 $6.67M - $6.89M
5.2M $114M
V
Visa Inc.

Financial Services
20.3K
+ 10.13%
$308.27 - $373.31 $6.26M - $7.58M
221K $78.3M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
304K
+ 6.42%
$22.7 - $23.33 $6.89M - $7.08M
5.03M $117M
PWR
Quanta Services, Inc.

Industrials
5.24K
+ 10.76%
$239.47 - $381.26 $1.26M - $2M
53.9K $20.4M
FLS
Flowserve Corp

Industrials
152K
New
$39.49 - $53.64 $6.01M - $8.17M
152K $7.97M
FIX
Comfort Systems Usa Inc

Industrials
2.9K
+ 9.9%
$296.51 - $536.21 $859K - $1.55M
32.2K $17.2M
Activity Summary
Buys All Purchases 843 New Holdings 128 Increased Positions 715 Sells All Sells 391 Reductions 391 Sold out 0 Options Calls 9 Puts 1
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