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
JPM
Jpmorgan Chase & CO

Financial Services
538
+ 0.18%
$225.19 - $279.95 $121K - $151K
302K $74.1M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
30.6K
+ 9.76%
$32.66 - $36.43 $998K - $1.11M
344K $12M
DFAI
Dimensional ETF Tr

ETFs
6.58K
+ 0.84%
$28.88 - $32.4 $190K - $213K
789K $24.6M
VMI
Valmont Industries Inc

Industrials
6.2K
New
$285.37 - $376.98 $1.77M - $2.34M
6.2K $1.77M
LQD
Ishares Iboxx $ Investment Gra

ETFs
15.2K
+ 27.25%
$105.1 - $109.61 $1.6M - $1.66M
70.9K $7.71M
SRE
Sempra Energy

Utilities
28.7K
+ 145.71%
$67.85 - $87.67 $1.95M - $2.51M
48.4K $3.45M
NEE
Nextera Energy Inc

Utilities
26.7K
+ 11.67%
$66.96 - $76.16 $1.79M - $2.03M
256K $18.1M
CPRT
Copart Inc

Consumer Cyclical
33.4K
+ 13.9%
$52.3 - $59.83 $1.75M - $2M
273K $15.5M
C
Citigroup Inc

Financial Services
21K
+ 11.06%
$67.23 - $84.63 $1.41M - $1.78M
211K $14.9M
LOW
Lowes Companies Inc

Consumer Cyclical
13K
+ 12.23%
$222.66 - $268.42 $2.9M - $3.49M
119K $27.8M
ADP
Automatic Data Processing Inc

Industrials
3.76K
+ 12.91%
$286.85 - $318.64 $1.08M - $1.2M
32.9K $10M
EGP
Eastgroup Properties Inc

Real Estate
4.93K
+ 12.8%
$155.63 - $187.46 $768K - $925K
43.5K $7.66M
JCPB
J P Morgan Exchange Traded Fd

ETFs
21.7K
+ 4.83%
$45.56 - $47.23 $987K - $1.02M
470K $22.1M
PR
Permian Resources Corporation

Energy
107K
+ 136.96%
$12.33 - $16.0 $1.32M - $1.72M
186K $2.57M
SBUX
Starbucks Corp

Consumer Cyclical
13.3K
+ 72.55%
$91.75 - $115.81 $1.22M - $1.54M
31.7K $3.11M
PM
Philip Morris International Inc.

Consumer Defensive
1.2K
+ 3.88%
$117.15 - $158.79 $140K - $190K
32.1K $5.09M
DECK
Deckers Outdoor Corp

Consumer Cyclical
12.9K
+ 1170.15%
$111.56 - $223.11 $1.44M - $2.88M
14K $1.57M
PNC
Pnc Financial Services Group, Inc.

Financial Services
9.75K
+ 43.97%
$168.84 - $202.89 $1.65M - $1.98M
31.9K $5.61M
MSI
Motorola Solutions, Inc.

Technology
5.08K
+ 13.87%
$411.73 - $482.1 $2.09M - $2.45M
41.7K $18.3M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
29.6K
+ 12.7%
$30.51 - $32.85 $904K - $974K
263K $8.58M
BBUS
J P Morgan Exchg Traded Fd

ETFs
14.1K
+ 50.51%
$99.5 - $110.97 $1.41M - $1.57M
42.1K $4.25M
EFV
Msci Eafe Value ETF

ETFs
1.81K
+ 1.01%
$51.88 - $60.73 $94K - $110K
182K $10.7M
INTU
Intuit Inc

Technology
2.71K
+ 8.89%
$555.63 - $630.23 $1.51M - $1.71M
33.2K $20.4M
AZO
Autozone Inc

Consumer Cyclical
266
+ 100.0%
$3193.96 - $3828.11 $850K - $1.02M
532 $2.03M
ENSG
Ensign Group, Inc

Healthcare
11.4K
+ 12.74%
$125.4 - $148.86 $1.43M - $1.69M
101K $13M
CWT
California Water Service Group

Utilities
15.9K
+ 12.73%
$41.88 - $48.46 $666K - $771K
141K $6.83M
IEMG
Ishares Inc

ETFs
21.5K
+ 8.6%
N/A
272K $14.6M
CSL
Carlisle Companies Inc

Industrials
3.54K
+ 182.2%
$326.43 - $408.24 $1.16M - $1.45M
5.49K $1.87M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.64K
+ 24.22%
$283.24 - $338.07 $1.03M - $1.23M
18.7K $5.51M
ZTS
Zoetis Inc.

Healthcare
6.42K
+ 96.63%
$156.48 - $175.67 $1M - $1.13M
13.1K $2.15M
T
At&T Inc.

Communication Services
13.6K
+ 11.04%
$21.56 - $28.28 $293K - $385K
137K $3.87M
ADC
Agree Realty Corp

Real Estate
8.13K
+ 12.7%
$68.36 - $77.19 $556K - $628K
72.1K $5.57M
DGRO
Ishares Core Dividend Growth E

ETFs
16.4K
+ 17.29%
$60.46 - $64.42 $994K - $1.06M
112K $6.89M
VIG
Vanguard Dividend Appreciation

ETFs
5.79K
+ 8.09%
N/A
77.3K $14.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.57K
+ 84.49%
$114.57 - $118.14 $982K - $1.01M
18.7K $2.21M
HSY
Hershey CO

Consumer Defensive
5.64K
+ 16.53%
$144.74 - $186.36 $817K - $1.05M
39.8K $6.8M
KAI
Kadant Inc

Industrials
3.63K
+ 12.61%
$335.28 - $398.39 $1.22M - $1.45M
32.4K $10.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.6K
+ 4.1%
$56.17 - $59.71 $1.16M - $1.23M
523K $29.9M
HOMB
Home Bancshares Inc

Financial Services
34K
+ 12.82%
$27.23 - $31.23 $926K - $1.06M
299K $8.46M
BAC
Bank Of America Corp

Financial Services
56.8K
+ 8.74%
$39.61 - $47.74 $2.25M - $2.71M
707K $29.5M
TRNO
Terreno Realty Corp

Real Estate
9.59K
+ 12.7%
$57.4 - $68.5 $550K - $657K
85.1K $5.38M
DRI
Darden Restaurants Inc

Consumer Cyclical
4.34K
New
$180.02 - $208.56 $780K - $904K
4.34K $900K
DFUS
Dimensional ETF Tr U S Equity

ETFs
20.3K
+ 19.98%
$59.61 - $66.71 $1.21M - $1.35M
122K $7.36M
GLDM
World Gold Trust

ETFs
2.87K
+ 4.0%
$52.19 - $61.89 $150K - $178K
74.7K $4.62M
ADI
Analog Devices Inc

Technology
8.76K
+ 10.61%
$201.56 - $243.82 $1.76M - $2.13M
91.3K $18.4M
CASH
Meta Financial Group Inc

Financial Services
12.7K
+ 12.75%
$69.94 - $81.54 $890K - $1.04M
113K $8.21M
ISRG
Intuitive Surgical Inc

Healthcare
4.09K
+ 9.4%
$476.63 - $610.45 $1.95M - $2.5M
47.6K $23.6M
ACLS
Axcelis Technologies Inc

Technology
17.4K
New
$49.67 - $74.45 $863K - $1.29M
17.4K $863K
HYG
Ishares Tr

ETFs
10.7K
+ 22.38%
$78.51 - $80.11 $841K - $858K
58.5K $4.62M
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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