Aptus Capital Advisors, LLC Purchases in Q1 2025

Aptus Capital Advisors, LLC

  • $8.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLO
Xilio Therapeutics, Inc.

Healthcare
5K
+ 12.2%
$0.65 - $1.48 $3.25K - $7.4K
46K $33K
JBL
Jabil Inc

Technology
55
+ 3.11%
$130.51 - $173.33 $7.18K - $9.53K
1.82K $248K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.09%
$96.93 - $109.51 $96.9 - $110
1.16K $113K
VXF
Vanguard Extended Market ETF

ETFs
39
+ 4.64%
$170.36 - $201.04 $6.64K - $7.84K
879 $151K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.09%
$95.53 - $112.45 $95.5 - $112
1.05K $102K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
80
+ 1.84%
$52.53 - $58.51 $4.2K - $4.68K
4.42K $236K
AXP
American Express CO

Financial Services
952
+ 9.98%
$255.39 - $325.87 $243K - $310K
10.5K $2.82M
VONE
Vanguard Russell 1000 ETF

ETFs
32
+ 2.47%
$250.16 - $278.79 $8.01K - $8.92K
1.33K $336K
BLDR
Builders First Source, Inc.

Industrials
124
+ 8.3%
$122.8 - $173.51 $15.2K - $21.5K
1.62K $202K
PRU
Prudential Financial Inc

Financial Services
336
+ 4.82%
$105.04 - $122.33 $35.3K - $41.1K
7.31K $815K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
41
+ 2.95%
$126.86 - $146.45 $5.2K - $6K
1.43K $181K
LEN
Lennar Corp

Consumer Cyclical
299
+ 13.77%
$113.93 - $141.54 $34.1K - $42.3K
2.47K $283K
POOL
Pool Corp

Industrials
128
+ 5.35%
$314.92 - $364.31 $40.3K - $46.6K
2.52K $802K
VTWV
Vanguard Russell 2000 Value Et

ETFs
4
+ 0.33%
$131.51 - $149.24 $526 - $597
1.23K $163K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.07%
$117.4 - $131.02 $235 - $262
2.68K $321K
ODFL
Old Dominion Freight Line, Inc.

Industrials
111
+ 3.78%
$161.13 - $209.29 $17.9K - $23.2K
3.05K $504K
A
Agilent Technologies, Inc.

Healthcare
193
+ 8.77%
$116.69 - $152.6 $22.5K - $29.5K
2.39K $280K
VCTR
Victory Capital Holdings, Inc.

Financial Services
10.2K
+ 12.79%
$55.84 - $70.58 $572K - $723K
90.4K $5.23M
PCG
Pg&E Corp

Utilities
1.86K
+ 11.82%
$15.16 - $20.4 $28.2K - $37.9K
17.6K $302K
STT
State Street Corp

Financial Services
35
+ 1.58%
$84.47 - $102.23 $2.96K - $3.58K
2.25K $201K
WDAY
Workday, Inc.

Technology
26
+ 2.85%
$233.53 - $277.82 $6.07K - $7.22K
938 $219K
ISCB
International Speedway Corp

ETFs
10
+ 0.25%
$53.73 - $61.7 $537 - $617
4.05K $219K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.12%
$185.73 - $221.19 $186 - $221
823 $153K
TWLO
Twilio Inc

Communication Services
47
+ 1.66%
$94.9 - $148.35 $4.46K - $6.97K
2.87K $281K
NXE
Nex Gen Energy Ltd.

Energy
250
+ 2.08%
$4.49 - $7.49 $1.12K - $1.87K
12.3K $55K
DFAT
Dimensional ETF Tr U S Target

ETFs
474
+ 4.02%
$50.44 - $58.1 $23.9K - $27.5K
12.3K $631K
HPQ
Hp Inc

Technology
383
+ 5.19%
$27.69 - $34.72 $10.6K - $13.3K
7.76K $214K
UWM
Proshares Ultra Russell 2000

ETFs
1.89K
+ 17.38%
$33.01 - $45.08 $62.2K - $85K
12.7K $425K
GXO
Gxo Logistics, Inc.

Industrials
337
+ 3.34%
$36.31 - $46.18 $12.2K - $15.6K
10.4K $407K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
63
+ 3.6%
$203.38 - $274.79 $12.8K - $17.3K
1.81K $372K
VST
Vistra Corp.

Utilities
80
+ 4.02%
$108.49 - $191.89 $8.68K - $15.4K
2.07K $242K
BAH
Booz Allen Hamilton Holding Corp

Industrials
503
+ 14.36%
$102.72 - $143.06 $51.7K - $72K
4.01K $418K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.3K
+ 8.58%
$192.82 - $222.1 $636K - $733K
41.8K $8.06M
OXLC
Oxford Lane Capital Corp.

Financial Services
2.6K
+ 1.98%
$4.3 - $5.17 $11.2K - $13.4K
134K $632K
IR
Ingersoll Rand Inc.

Industrials
44
+ 1.08%
$79.44 - $94.23 $3.5K - $4.15K
4.12K $330K
VTWO
Vanguard Russell 2000 ETF

ETFs
22
+ 0.45%
$80.08 - $92.93 $1.76K - $2.04K
4.91K $395K
USXF
Ishares Esg Advanced Msci Usa

Technology
8
+ 0.06%
$46.38 - $52.65 $371 - $421
13.8K $642K
APO
Apollo Global Management, Inc.

Financial Services
109
+ 5.08%
$126.01 - $172.06 $13.7K - $18.8K
2.26K $308K
AXON
Axon Enterprise, Inc.

Industrials
6
+ 0.8%
$496.65 - $710.01 $2.98K - $4.26K
754 $396K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.19K
+ 2.12%
$72.01 - $79.94 $158K - $175K
106K $7.82M
ROST
Ross Stores, Inc.

Consumer Cyclical
113
+ 3.53%
$123.3 - $154.95 $13.9K - $17.5K
3.31K $423K
TFC
Truist Financial Corp

Financial Services
19
+ 0.06%
$39.48 - $48.15 $750 - $915
31.3K $1.29M
HUBB
Hubbell Inc

Industrials
104
+ 8.78%
$330.91 - $456.86 $34.4K - $47.5K
1.29K $426K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.77K
+ 2.12%
$29.68 - $32.59 $52.5K - $57.7K
85.4K $2.55M
NVO
Novo Nordisk A S

Healthcare
479
+ 6.8%
$69.3 - $90.95 $33.2K - $43.6K
7.52K $522K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.75K
+ 2.23%
$53.6 - $58.97 $201K - $221K
172K $9.41M
IWN
Ishares Russell2000 Val ETF

ETFs
21
+ 0.32%
$149.27 - $169.4 $3.13K - $3.56K
6.58K $993K
S
Sentinel One, Inc.

Technology
18
+ 0.08%
$18.17 - $24.97 $327 - $449
22.4K $407K
CEG
Constellation Energy Corp

Utilities
32
+ 0.75%
$201.63 - $347.44 $6.45K - $11.1K
4.32K $870K
Activity Summary
Buys All Purchases 757 New Holdings 99 Increased Positions 658 Sells All Sells 421 Reductions 421 Sold out 0 Options Calls 4 Puts 1
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