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
MCO
Moodys Corp

Financial Services
641
+ 47.59%
$437.8 - $527.48 $281K - $338K
1.99K $925K
FTSL
First Trust Senior Ln Fund

ETFs
6.24K
+ 1561.0%
$45.65 - $46.48 $285K - $290K
6.64K $303K
ED
Consolidated Edison Inc

Utilities
1.38K
+ 22.42%
$88.0 - $110.59 $121K - $152K
7.51K $830K
CDW
Cdw Corp

Technology
1.76K
New
$160.26 - $206.13 $282K - $363K
1.76K $282K
GL
Globe Life Inc.

Financial Services
54
+ 0.4%
$111.2 - $131.72 $6K - $7.11K
13.7K $1.8M
STE
Steris PLC

Healthcare
1.23K
New
$202.46 - $232.74 $248K - $285K
1.23K $277K
AEE
Ameren Corp

Utilities
2.72K
New
$86.87 - $103.67 $236K - $282K
2.72K $273K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.45K
+ 32.92%
$53.69 - $62.68 $185K - $216K
13.9K $837K
BHP
Bhp Group LTD

Basic Materials
5.66K
+ 40.86%
$48.18 - $52.11 $273K - $295K
19.5K $947K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.1K
+ 11.71%
$32.42 - $36.13 $456K - $509K
134K $4.43M
TRGP
Targa Resources Corp.

Energy
1.12K
+ 59.23%
$178.44 - $217.22 $200K - $244K
3.02K $605K
CME
Cme Group Inc.

Financial Services
358
+ 6.86%
$225.82 - $266.54 $80.8K - $95.4K
5.58K $1.48M
WMG
Warner Music Group Corp.

Communication Services
8.51K
New
$29.3 - $36.3 $249K - $309K
8.51K $266K
ITW
Illinois Tool Works Inc

Industrials
1.23K
+ 17.71%
$244.9 - $274.48 $301K - $338K
8.18K $2.03M
FV
First Trust Dorsey Wright Focu

ETFs
4.9K
+ 171.22%
$53.91 - $63.03 $264K - $309K
7.77K $425K
UMBF
Umb Financial Corp

Financial Services
2.53K
New
$98.0 - $122.56 $247K - $309K
2.53K $255K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.56K
+ 14.09%
$128.74 - $138.67 $201K - $217K
12.7K $1.72M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
6.55K
+ 462.46%
$38.41 - $44.06 $252K - $289K
7.97K $311K
WFC
Wells Fargo & Company

Financial Services
2.88K
+ 10.04%
$66.78 - $81.42 $192K - $235K
31.6K $2.27M
PHM
Pultegroup Inc

Consumer Cyclical
9.85K
+ 7.89%
$101.09 - $118.51 $995K - $1.17M
135K $13.8M
BDX
Becton Dickinson & CO

Healthcare
927
+ 6.75%
$222.79 - $249.08 $207K - $231K
14.7K $3.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.3K
+ 10.61%
$57.21 - $65.8 $649K - $746K
118K $6.9M
SYY
Sysco Corp

Consumer Defensive
3.43K
+ 24.89%
$70.0 - $77.13 $240K - $264K
17.2K $1.29M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
7.3K
New
$32.13 - $33.82 $235K - $247K
7.3K $236K
TPL
Texas Pacific Land Corp

Energy
36
+ 4.18%
$1180.08 - $1431.01 $42.5K - $51.5K
898 $1.19M
WTBA
West Bancorporation Inc

Financial Services
36K
+ 12.74%
$19.94 - $22.62 $717K - $814K
318K $6.35M
SONY
Sony Group Corp

Technology
9.22K
New
$19.88 - $25.64 $183K - $236K
9.22K $234K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
2.17K
+ 12.41%
$232.04 - $277.41 $503K - $601K
19.6K $4.67M
CINF
Cincinnati Financial Corp

Financial Services
1.55K
New
$133.67 - $147.81 $207K - $229K
1.55K $229K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.89K
+ 53.16%
$101.42 - $113.2 $192K - $214K
5.45K $599K
AVUV
American Centy ETF Tr Avantis

ETFs
2.82K
+ 128.43%
$84.95 - $100.62 $239K - $284K
5.01K $437K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.6K
New
$30.38 - $34.94 $200K - $231K
6.6K $225K
WTW
Willis Towers Watson PLC

Financial Services
653
New
$306.61 - $340.78 $200K - $223K
653 $220K
EXC
Exelon Corp

Utilities
2.14K
+ 14.9%
$37.3 - $46.08 $79.8K - $98.6K
16.5K $760K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.88K
New
$96.27 - $116.36 $181K - $219K
1.88K $218K
VDC
Vanguard Consumer Staples ETF

ETFs
980
+ 292.54%
$206.54 - $226.16 $202K - $222K
1.32K $287K
TT
Trane Technologies PLC

Industrials
999
+ 26.96%
$332.0 - $400.86 $332K - $400K
4.71K $1.59M
EIX
Edison International

Utilities
3.67K
New
$50.06 - $80.01 $184K - $293K
3.67K $216K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.83K
+ 24.96%
$40.03 - $46.81 $354K - $413K
44.2K $1.8M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.43K
+ 169.52%
$46.18 - $47.84 $205K - $212K
7.05K $334K
RPM
Rpm International Inc

Basic Materials
1.83K
New
$114.03 - $128.31 $209K - $235K
1.83K $211K
VO
Vanguard Mid Cap ETF

ETFs
1.1K
+ 8.2%
$251.87 - $277.95 $278K - $306K
14.5K $3.76M
ACGL
Arch Capital Group Ltd.

Financial Services
2.06K
+ 67.5%
$88.13 - $96.94 $182K - $200K
5.12K $492K
COOP
Mr. Cooper Group Inc.

Financial Services
1.75K
New
$91.4 - $119.6 $160K - $210K
1.75K $209K
RY
Royal Bank Of Canada

Financial Services
1.83K
New
$108.81 - $123.4 $199K - $226K
1.83K $206K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
628
+ 335.83%
$333.37 - $384.99 $209K - $242K
815 $272K
SNY
Sanofi

Healthcare
3.67K
New
$48.15 - $59.42 $177K - $218K
3.67K $203K
AGNC
Agnc Investment Corp.

Real Estate
21.3K
New
$9.12 - $10.54 $194K - $224K
21.3K $203K
CSGP
Costar Group, Inc.

Real Estate
2.55K
New
$69.29 - $80.37 $177K - $205K
2.55K $202K
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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