Aptus Capital Advisors, LLC Purchases in Q3 2024

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
41.2K
+ 29.73%
$160.76 - $177.82 $6.63M - $7.33M
180K $31.2M
NOW
Service Now, Inc.

Technology
5.8K
+ 20.69%
$730.87 - $937.36 $4.24M - $5.44M
33.9K $30.3M
BR
Broadridge Financial Solutions, Inc.

Technology
33.6K
+ 67.87%
$196.56 - $218.55 $6.61M - $7.35M
83.2K $17.9M
V
Visa Inc.

Financial Services
23.6K
+ 18.35%
$253.74 - $291.56 $6M - $6.89M
152K $41.9M
JPM
Jpmorgan Chase & CO

Financial Services
30.1K
+ 14.56%
$194.9 - $224.8 $5.86M - $6.76M
237K $49.9M
LOW
Lowes Companies Inc

Consumer Cyclical
14.5K
+ 18.45%
$213.3 - $270.78 $3.1M - $3.93M
93.2K $25.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
40K
+ 236.92%
$173.36 - $189.8 $6.94M - $7.6M
56.9K $10.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
106K
+ 15.78%
$41.9 - $48.26 $4.42M - $5.09M
775K $37.1M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
100K
New
$68.79 - $76.02 $6.9M - $7.63M
100K $7.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
58.3K
+ 1052.64%
$117.9 - $128.2 $6.87M - $7.47M
63.8K $8.18M
VTI
Vanguard Total Stock Market Et

ETFs
24.2K
+ 80.32%
$255.18 - $283.2 $6.17M - $6.85M
54.3K $15.4M
EOG
Eog Resources Inc

Energy
58.9K
+ 1094.7%
$117.9 - $132.65 $6.94M - $7.81M
64.3K $7.9M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
48.6K
+ 2.44%
$42.55 - $46.2 $2.07M - $2.24M
2.04M $94.4M
XOM
Exxon Mobil Corp

Energy
54.6K
+ 17.58%
$109.72 - $119.0 $5.99M - $6.5M
365K $42.8M
SO
Southern CO

Utilities
45.9K
+ 20.74%
$77.0 - $90.52 $3.54M - $4.16M
267K $24.1M
SYK
Stryker Corp

Healthcare
13.9K
+ 20.88%
$315.94 - $371.96 $4.41M - $5.19M
80.7K $29.2M
BLK
Black Rock Inc.

Financial Services
3.68K
+ 20.81%
$782.27 - $949.51 $2.87M - $3.49M
21.3K $20.3M
ACN
Accenture PLC

Technology
10.6K
+ 21.21%
$295.44 - $355.81 $3.14M - $3.78M
60.8K $21.5M
MCD
Mcdonalds Corp

Consumer Cyclical
11K
+ 20.17%
$245.82 - $304.51 $2.7M - $3.35M
65.5K $20M
HLI
Houlihan Lokey, Inc.

Financial Services
37.7K
New
$134.11 - $161.99 $5.06M - $6.11M
37.7K $5.96M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6K
+ 18.87%
$531.86 - $624.21 $3.19M - $3.74M
37.8K $23.4M
PHM
Pultegroup Inc

Consumer Cyclical
18.4K
+ 19.85%
$103.95 - $144.98 $1.91M - $2.67M
111K $15.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
63K
+ 691.28%
$79.92 - $88.19 $5.04M - $5.56M
72.1K $6.36M
PEP
Pepsico Inc

Consumer Defensive
28K
+ 25.55%
$161.9 - $179.3 $4.53M - $5.02M
138K $23.4M
CGDV
Capital Group Divid Value ETF

ETFs
44.5K
+ 4.14%
$32.96 - $36.48 $1.47M - $1.62M
1.12M $40.8M
TMUS
T Mobile Us, Inc.

Communication Services
14.9K
+ 20.61%
$175.14 - $206.36 $2.62M - $3.08M
87.4K $18M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
45.9K
+ 20.22%
$70.04 - $77.47 $3.22M - $3.56M
273K $21.2M
CHDN
Churchill Downs Inc

Consumer Cyclical
35.7K
New
$130.35 - $145.0 $4.66M - $5.18M
35.7K $4.83M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
92.1K
+ 129.89%
$50.61 - $50.96 $4.66M - $4.7M
163K $8.31M
GOOG
Alphabet Inc.

Communication Services
58.3K
+ 18.74%
$149.54 - $192.66 $8.72M - $11.2M
369K $61.8M
NEE
Nextera Energy Inc

Utilities
31K
+ 20.58%
$69.9 - $84.97 $2.16M - $2.63M
181K $15.3M
ABBV
Abb Vie Inc.

Healthcare
14.5K
+ 20.99%
$163.84 - $199.33 $2.37M - $2.88M
83.3K $16.5M
CTAS
Cintas Corp

Industrials
63.1K
+ 372.83%
$201.38 - $819.83 $12.7M - $51.7M
80K $16.5M
MSI
Motorola Solutions, Inc.

Technology
5.94K
+ 22.37%
$385.65 - $450.49 $2.29M - $2.68M
32.5K $14.6M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
58.8K
+ 37.1%
$56.88 - $63.65 $3.35M - $3.75M
217K $13.7M
CHE
Chemed Corp

Healthcare
4.29K
+ 14.76%
$527.82 - $600.97 $2.26M - $2.58M
33.4K $20.1M
IWM
Ishares Russell 2000 ETF

ETFs
18.7K
+ 1492.51%
$200.87 - $224.6 $3.76M - $4.21M
20K $4.41M
PLD
Prologis, Inc.

Real Estate
21.2K
+ 20.23%
$111.95 - $132.43 $2.38M - $2.81M
126K $15.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.4K
+ 2.49%
$61.11 - $67.85 $1.19M - $1.32M
798K $54.2M
LLY
Eli Lilly & CO

Healthcare
5.18K
+ 17.1%
$772.14 - $960.02 $4M - $4.97M
35.5K $31.4M
MRK
Merck & Co., Inc.

Healthcare
43.9K
+ 42.97%
$111.15 - $128.97 $4.87M - $5.66M
146K $16.6M
COST
Costco Wholesale Corp

Consumer Defensive
3.56K
+ 18.35%
$801.83 - $917.05 $2.86M - $3.27M
23K $20.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
88.1K
+ 7.26%
$28.1 - $29.89 $2.48M - $2.63M
1.3M $38.9M
MAR
Marriott International Inc

Consumer Cyclical
13.6K
+ 24.83%
$211.35 - $255.11 $2.88M - $3.48M
68.5K $17M
IEMG
Ishares Inc

ETFs
70.1K
+ 1199.28%
$53.64 - $53.64 $3.76M - $3.76M
76K $4.08M
ABT
Abbott Laboratories

Healthcare
23.2K
+ 21.82%
$100.07 - $118.13 $2.32M - $2.74M
130K $14.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
101K
+ 105.13%
$31.05 - $34.29 $3.15M - $3.48M
198K $6.78M
MS
Morgan Stanley

Financial Services
26.4K
+ 21.28%
$92.07 - $106.96 $2.43M - $2.82M
150K $15.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
12.9K
+ 20.02%
$136.93 - $162.81 $1.76M - $2.09M
77.1K $12.4M
Activity Summary
Buys All Purchases 740 New Holdings 122 Increased Positions 618 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 1 Puts 0
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