Aptus Capital Advisors, LLC Purchases in Q4 2024

Aptus Capital Advisors, LLC

  • $8.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
839
+ 207.67%
$216.72 - $244.71 $182K - $205K
1.24K $292K
GWW
W.W. Grainger, Inc.

Industrials
188
+ 68.86%
$1023.06 - $1220.93 $192K - $230K
461 $485K
TPR
Tapestry, Inc.

Consumer Cyclical
3.09K
New
$43.54 - $66.18 $135K - $205K
3.09K $202K
CRF
Cornerstone Total Return Fund Inc

Financial Services
23K
New
$8.02 - $9.66 $184K - $222K
23K $199K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.52K
+ 520.09%
$57.29 - $63.1 $202K - $222K
4.2K $241K
COF
Capital One Financial Corp

Financial Services
239
+ 4.4%
$145.19 - $192.01 $34.7K - $45.9K
5.67K $1.01M
ZTS
Zoetis Inc.

Healthcare
2.11K
+ 46.58%
$162.24 - $194.42 $342K - $410K
6.64K $1.08M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.72K
+ 11.54%
$40.38 - $44.35 $231K - $254K
55.3K $2.26M
FDN
First Tr Fd Dow Jones

ETFs
724
+ 141.68%
$210.5 - $257.24 $152K - $186K
1.24K $300K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
41.9K
+ 113.69%
$27.45 - $55.56 $1.15M - $2.33M
78.8K $2.23M
IT
Gartner Inc

Technology
432
+ 49.77%
$481.22 - $551.8 $208K - $238K
1.3K $629K
SKYY
First Trust Cloud Computing Et

ETFs
377
+ 4.48%
$99.98 - $130.46 $37.7K - $49.2K
8.79K $1.05M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
10.6K
New
$16.54 - $17.92 $175K - $190K
10.6K $187K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
71
+ 0.17%
$201.32 - $217.44 $14.3K - $15.4K
40.8K $8.45M
TTE
Total Energies Se

Energy
2.68K
+ 28.58%
N/A
12K $826K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.06K
+ 72.64%
$87.42 - $98.06 $180K - $202K
4.88K $436K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
15K
New
$12.1 - $14.95 $182K - $224K
15K $182K
TRV
Travelers Companies, Inc.

Financial Services
632
+ 15.09%
$225.97 - $266.66 $143K - $169K
4.82K $1.16M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.58K
+ 3368.09%
$114.08 - $125.68 $181K - $199K
1.63K $186K
NOC
Northrop Grumman Corp

Industrials
625
+ 32.27%
$466.52 - $543.88 $292K - $340K
2.56K $1.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.86K
+ 220.8%
$31.23 - $33.51 $183K - $196K
8.51K $267K
AEP
American Electric Power CO Inc

Utilities
2.84K
+ 34.2%
$90.91 - $102.21 $258K - $290K
11.2K $1.03M
BX
Blackstone Inc.

Financial Services
78
+ 0.93%
$148.45 - $199.05 $11.6K - $15.5K
8.47K $1.46M
DELL
Dell Technologies Inc.

Technology
1.62K
+ 43.3%
$111.96 - $144.21 $181K - $233K
5.35K $616K
IWV
Ishares Russell 3000 ETF

ETFs
402
+ 7.65%
$323.08 - $349.08 $130K - $140K
5.66K $1.89M
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.57K
+ 3495.1%
$48.87 - $53.53 $174K - $191K
3.67K $179K
VTWG
Vanguard Russell 2000 Growth E

ETFs
822
New
$202.91 - $229.76 $167K - $189K
822 $172K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
11.2K
New
$15.05 - $16.03 $169K - $180K
11.2K $171K
IXN
Ishares Global Information Tec

ETFs
16
+ 0.02%
$80.67 - $87.84 $1.29K - $1.41K
76.3K $6.47M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.21K
+ 13.5%
$44.33 - $49.55 $186K - $208K
35.4K $1.59M
GM
General Motors CO

Consumer Cyclical
1.23K
+ 10.18%
$44.82 - $60.2 $55.1K - $74K
13.3K $708K
VRT
Vertiv Holdings CO

Industrials
1.92K
New
N/A
1.92K $166K
NXPI
Nxp Semiconductors N.V.

Technology
1.05K
+ 61.98%
$207.27 - $255.58 $217K - $268K
2.74K $569K
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.13K
+ 1127.0%
$143.69 - $159.92 $162K - $180K
1.23K $177K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
6.92K
New
$23.11 - $25.17 $160K - $174K
6.92K $159K
PRU
Prudential Financial Inc

Financial Services
1.44K
+ 26.11%
$114.59 - $129.52 $165K - $187K
6.97K $826K
BK
Bank Of New York Mellon Corp

Financial Services
1.6K
+ 23.96%
$70.82 - $81.87 $113K - $131K
8.26K $634K
NVO
Novo Nordisk A S

Healthcare
3.27K
+ 86.57%
$85.0 - $120.04 $278K - $392K
7.04K $605K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.71K
+ 17.99%
$73.49 - $86.09 $126K - $147K
11.2K $863K
GE
General Electric CO

Industrials
2.45K
+ 20.94%
$159.95 - $194.23 $392K - $476K
14.2K $2.36M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.74K
+ 57.95%
$75.95 - $88.05 $208K - $242K
7.48K $570K
WELL
Welltower Inc.

Real Estate
1.21K
+ 36.8%
$123.11 - $139.3 $149K - $169K
4.51K $568K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.38K
+ 63.69%
$99.11 - $112.25 $137K - $155K
3.56K $372K
RING
Ishares Inc Msci Global Gold M

ETFs
5.09K
New
$27.93 - $36.45 $142K - $186K
5.09K $143K
PCAR
Paccar Inc

Industrials
1.17K
+ 30.8%
$97.92 - $118.41 $115K - $139K
4.98K $517K
SPG
Simon Property Group Inc

Real Estate
793
+ 49.1%
$167.23 - $183.84 $133K - $146K
2.41K $414K
CTVA
Corteva, Inc.

Basic Materials
2.61K
+ 58.05%
$55.21 - $64.13 $144K - $168K
7.12K $405K
MGK
Vanguard Mega Cap Growth ETF

ETFs
295
+ 16.64%
$316.94 - $357.88 $93.5K - $106K
2.07K $710K
D
Dominion Energy, Inc

Utilities
3.25K
+ 34.89%
$52.63 - $60.92 $171K - $198K
12.6K $677K
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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