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
DTE
Dte Energy CO

Utilities
99
+ 3.32%
$127.39 - $139.49 $12.6K - $13.8K
3.08K $407K
TM
Toyota Motor Corp

Consumer Cyclical
12
+ 0.74%
$158.63 - $195.39 $1.9K - $2.34K
1.63K $280K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2
+ 0.21%
$101.91 - $134.83 $204 - $270
937 $117K
OTIS
Otis Worldwide Corp

Industrials
155
+ 3.04%
$90.88 - $104.3 $14.1K - $16.2K
5.26K $520K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
35
+ 0.31%
$13.74 - $15.66 $481 - $548
11.4K $169K
DVY
Ishares Tr

ETFs
48
+ 0.52%
$118.37 - $134.86 $5.68K - $6.47K
9.3K $1.23M
VHT
Vanguard Health Care ETF

ETFs
33
+ 3.34%
$236.71 - $261.92 $7.81K - $8.64K
1.02K $253K
LCID
Lucid Group, Inc.

Consumer Cyclical
53
+ 0.17%
$2.1 - $2.96 $111 - $157
31.1K $65K
IYE
Ishares Tr

ETFs
7
+ 0.21%
$40.36 - $49.67 $283 - $348
3.38K $153K
PDI
Pimco Dynamic Income Fund

Financial Services
37
+ 0.13%
$17.02 - $19.87 $630 - $735
28K $531K
IP
International Paper CO

Consumer Cyclical
240
+ 4.33%
$43.89 - $54.46 $10.5K - $13.1K
5.79K $271K
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
915
+ 3.82%
$1.35 - $3.07 $1.24K - $2.81K
24.9K $36K
PRU
Prudential Financial Inc

Financial Services
15
+ 0.21%
$95.12 - $112.71 $1.43K - $1.69K
7.32K $786K
AON
Aon PLC

Financial Services
69
+ 4.83%
$335.85 - $398.81 $23.2K - $27.5K
1.5K $534K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.7K
+ 1398.54%
$87.84 - $1441.89 $588K - $9.66M
7.18K $646K
BP
Bp PLC

Energy
1.48K
+ 6.31%
$26.11 - $33.81 $38.6K - $50K
24.9K $746K
BAX
Baxter International Inc

Healthcare
4
+ 0.03%
$27.8 - $34.02 $111 - $136
12.5K $379K
ED
Consolidated Edison Inc

Utilities
249
+ 3.32%
$98.05 - $113.3 $24.4K - $28.2K
7.76K $778K
OXLC
Oxford Lane Capital Corp.

Financial Services
2.08K
+ 1.55%
$4.01 - $4.96 $8.32K - $10.3K
136K $571K
XEL
Xcel Energy Inc

Utilities
611
+ 1.52%
$65.65 - $72.39 $40.1K - $44.2K
40.8K $2.78M
GL
Globe Life Inc.

Financial Services
183
+ 1.34%
$113.29 - $133.09 $20.7K - $24.4K
13.8K $1.72M
OXY
Occidental Petroleum Corp

Energy
2.77K
+ 9.72%
$36.11 - $49.33 $100K - $137K
31.3K $1.31M
BRO
Brown & Brown, Inc.

Financial Services
13
+ 0.14%
$104.48 - $124.43 $1.36K - $1.62K
9.33K $1.03M
ET
Energy Transfer LP

Energy
22.2K
+ 1.92%
$15.65 - $18.93 $348K - $421K
1.18M $21.4M
VZ
Verizon Communications Inc

Communication Services
1.03K
+ 1.19%
$41.67 - $45.62 $42.8K - $46.9K
87.5K $3.79M
TRNO
Terreno Realty Corp

Real Estate
8.25K
+ 9.69%
$51.18 - $63.89 $422K - $527K
93.3K $5.23M
TPL
Texas Pacific Land Corp

Energy
56
+ 6.24%
$1036.28 - $1430.55 $58K - $80.1K
954 $1.01M
GIS
General Mills Inc

Consumer Defensive
415
+ 1.34%
$50.37 - $60.97 $20.9K - $25.3K
31.4K $1.63M
HCKT
Hackett Group, Inc.

Technology
24K
+ 9.75%
$23.5 - $29.2 $564K - $701K
270K $6.87M
CHRD
Oasis Petroleum Inc.

Energy
6.41K
+ 10.07%
$82.03 - $113.54 $526K - $728K
70.1K $6.78M
NSA
National Storage Affiliates Trust

Real Estate
9.62K
+ 9.73%
$31.82 - $39.04 $306K - $376K
109K $3.47M
MUSA
Murphy Usa Inc.

Consumer Cyclical
1.71K
+ 9.53%
$388.56 - $520.27 $664K - $890K
19.7K $8M
ABBV
Abb Vie Inc.

Healthcare
13.2K
+ 10.68%
$170.16 - $206.27 $2.24M - $2.72M
136K $25.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7.39K
+ 8.46%
$212.1 - $244.27 $1.57M - $1.8M
94.7K $20.7M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
20.3K
+ 8.79%
$21.02 - $26.3 $427K - $534K
251K $5.3M
MCD
Mcdonalds Corp

Consumer Cyclical
3.56K
+ 4.02%
$285.55 - $321.23 $1.02M - $1.14M
92.2K $26.9M
BDX
Becton Dickinson & CO

Healthcare
115
+ 0.78%
$165.15 - $226.42 $19K - $26K
14.8K $2.54M
HP
Helmerich & Payne, Inc.

Energy
9.09K
+ 9.44%
$15.16 - $26.78 $138K - $244K
105K $1.6M
JNJ
Johnson & Johnson

Healthcare
5.98K
+ 3.82%
$146.36 - $159.82 $875K - $955K
162K $24.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.17K
+ 3.83%
$483.48 - $539.8 $1.53M - $1.71M
85.9K $41.7M
CHE
Chemed Corp

Healthcare
5.21K
+ 11.57%
$486.93 - $619.21 $2.54M - $3.23M
50.3K $24.5M
AAPL
Apple Inc.

Technology
47K
+ 4.43%
$172.42 - $223.89 $8.11M - $10.5M
1.11M $228M
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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