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
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1
+ 0.13%
$37.41 - $42.14 $37.4 - $42.1
754 $28K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2
+ 0.13%
$93.52 - $95.37 $187 - $191
1.54K $144K
EFAD
Proshares Tr Proshares Msci Ea

ETFs
4
+ 1.1%
$37.0 - $41.71 $148 - $167
366 $13K
VONV
Vanguard Russell 1000 Value Et

ETFs
81
+ 1.89%
$80.87 - $87.69 $6.55K - $7.1K
4.37K $354K
IYE
Ishares Tr

ETFs
39
+ 0.68%
$43.93 - $51.37 $1.71K - $2K
5.78K $263K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
4
+ 0.1%
$68.71 - $73.91 $275 - $296
4.19K $289K
XLB
Select Sector Spdr Fd Material

ETFs
356
+ 12.77%
$83.8 - $97.58 $29.8K - $34.7K
3.14K $264K
REET
Ishares Global Reit ETF

ETFs
1.68K
+ 10.2%
$23.43 - $26.54 $39.2K - $44.5K
18.1K $433K
HDV
Ishares Core High Dividend ETF

ETFs
11
+ 0.74%
$110.82 - $121.28 $1.22K - $1.33K
1.49K $167K
BOND
Pimco Active Bond Exchange Tra

ETFs
21
+ 1.14%
$90.42 - $94.5 $1.9K - $1.98K
1.87K $168K
PDN
Invesco Fd Tr

ETFs
7
+ 0.36%
$31.62 - $34.97 $221 - $245
1.96K $61K
SCHC
Schwab Strategic Tr Intl Small

ETFs
423
+ 8.48%
$33.93 - $38.37 $14.4K - $16.2K
5.41K $185K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
1.2K
+ 1.61%
$16.46 - $17.93 $19.8K - $21.5K
75.6K $1.3M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
25
+ 0.3%
$20.35 - $21.68 $509 - $542
8.33K $171K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
31
+ 1.15%
$47.66 - $51.84 $1.48K - $1.61K
2.73K $130K
DEO
Diageo PLC

Consumer Defensive
95
+ 5.36%
$118.0 - $139.88 $11.2K - $13.3K
1.87K $237K
ITB
Ishares Tr

ETFs
8
+ 1.23%
$103.31 - $129.34 $826 - $1.03K
659 $68K
URI
United Rentals, Inc.

Industrials
210
+ 13.7%
$704.44 - $880.32 $148K - $185K
1.74K $1.23M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
492
+ 2.64%
$9.25 - $10.62 $4.55K - $5.23K
19.1K $186K
TDVG
T Rowe Price Exchange Traded F

Technology
161
+ 0.94%
$39.51 - $41.92 $6.36K - $6.75K
17.3K $686K
PPG
Ppg Industries Inc

Basic Materials
122
+ 4.95%
$119.09 - $131.37 $14.5K - $16K
2.59K $308K
PII
Polaris Inc.

Consumer Cyclical
1.1K
+ 34.05%
$56.74 - $83.06 $62.4K - $91.3K
4.33K $249K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.1%
$104.5 - $125.64 $105 - $126
1.05K $110K
OTIS
Otis Worldwide Corp

Industrials
326
+ 7.02%
$92.57 - $106.01 $30.2K - $34.6K
4.97K $460K
SVOL
Simplify ETF Simplify Volatili

ETFs
73
+ 0.37%
$20.4 - $21.93 $1.49K - $1.6K
19.8K $411K
TDG
Trans Digm Group Inc

Industrials
5
+ 2.58%
$1239.0 - $1442.53 $6.2K - $7.21K
199 $252K
HUM
Humana Inc

Healthcare
92
+ 11.99%
$233.89 - $304.18 $21.5K - $28K
859 $217K
IXC
Ishares Tr Global Energy ETF

ETFs
1.03K
+ 3.45%
$36.95 - $43.06 $38.2K - $44.5K
31K $1.18M
ED
Consolidated Edison Inc

Utilities
556
+ 9.97%
$88.87 - $107.38 $49.4K - $59.7K
6.13K $547K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
52
+ 0.74%
$47.63 - $52.63 $2.48K - $2.74K
7.08K $340K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
187
+ 3.02%
$64.62 - $71.43 $12.1K - $13.4K
6.37K $411K
TSN
Tyson Foods, Inc.

Consumer Defensive
122
+ 0.63%
$57.14 - $64.54 $6.97K - $7.87K
19.4K $1.11M
FCX
Freeport Mcmoran Inc

Basic Materials
43.8K
+ 30.46%
$38.08 - $50.82 $1.67M - $2.23M
188K $7.15M
EXR
Extra Space Storage Inc.

Real Estate
68
+ 4.33%
$142.35 - $178.32 $9.68K - $12.1K
1.64K $245K
PSN
Parsons Corp

Industrials
264
+ 4.86%
$92.25 - $113.31 $24.4K - $29.9K
5.69K $525K
FNDA
Schwab Fundamental U S Small C

ETFs
1.58K
+ 56.42%
$29.26 - $59.11 $46.3K - $93.5K
4.39K $130K
DVN
Devon Energy Corp

Energy
2.06K
+ 12.0%
$30.52 - $42.96 $62.7K - $88.3K
19.2K $628K
PDI
Pimco Dynamic Income Fund

Financial Services
490
+ 1.79%
$18.33 - $20.85 $8.98K - $10.2K
27.9K $512K
ES
Eversource Energy

Utilities
404
+ 6.38%
$55.9 - $67.73 $22.6K - $27.4K
6.74K $387K
LEN
Lennar Corp

Consumer Cyclical
347
+ 19.02%
$136.2 - $188.96 $47.3K - $65.6K
2.17K $296K
MPWR
Monolithic Power Systems Inc

Technology
97
+ 31.49%
$560.06 - $942.58 $54.3K - $91.4K
405 $239K
IYH
Ishares Tr

ETFs
47
+ 0.61%
$57.53 - $65.24 $2.7K - $3.07K
7.7K $448K
BLDR
Builders First Source, Inc.

Industrials
85
+ 6.03%
$142.93 - $198.25 $12.1K - $16.9K
1.49K $213K
NUE
Nucor Corp

Basic Materials
495
+ 13.9%
$115.78 - $167.74 $57.3K - $83K
4.06K $473K
CSL
Carlisle Companies Inc

Industrials
207
+ 11.92%
$368.67 - $480.91 $76.3K - $99.5K
1.94K $717K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
63.6K
+ 192.28%
$27.54 - $83.04 $1.75M - $5.28M
96.7K $2.68M
CCI
Crown Castle International Corp

Real Estate
424
+ 10.71%
$89.78 - $119.11 $38.1K - $50.5K
4.38K $397K
KLAC
Kla Corp

Technology
66
+ 8.24%
$614.46 - $829.55 $40.6K - $54.8K
867 $546K
FTCS
First Trust Capital Strength E

ETFs
578
+ 1.27%
$87.62 - $94.03 $50.6K - $54.3K
46K $4.04M
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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