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
EW
Edwards Lifesciences Corp

Healthcare
4.8K
+ 46.18%
$67.07 - $78.22 $322K - $375K
15.2K $1.19M
OC
Owens Corning

Industrials
5.84K
+ 8.37%
$126.32 - $147.75 $738K - $863K
75.6K $10.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.46K
+ 14.71%
$45.98 - $56.15 $205K - $250K
34.8K $1.95M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.03K
+ 34.96%
$390.26 - $489.06 $1.18M - $1.48M
11.7K $4.74M
DOX
Amdocs LTD

Technology
4.76K
+ 9.63%
$80.46 - $94.08 $383K - $448K
54.2K $4.94M
KO
Coca Cola CO

Consumer Defensive
7.13K
+ 7.31%
$68.37 - $73.9 $487K - $527K
105K $7.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.51K
+ 4.51%
$57.14 - $72.68 $86.1K - $110K
34.9K $2.54M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.05K
+ 19.13%
$100.35 - $100.71 $407K - $408K
25.3K $2.54M
GILD
Gilead Sciences, Inc.

Healthcare
3.88K
+ 20.77%
$96.91 - $113.0 $376K - $438K
22.6K $2.5M
TQQQ
Proshares Ultrapro Qqq

ETFs
4.88K
New
$38.9 - $83.0 $190K - $405K
4.88K $405K
GLDM
World Gold Trust

ETFs
1.97K
+ 2.63%
$58.96 - $67.97 $116K - $134K
76.7K $5.02M
BA
Boeing CO

Industrials
523
+ 7.06%
$136.59 - $217.51 $71.4K - $114K
7.94K $1.66M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
748
+ 1.53%
$60.34 - $74.89 $45.1K - $56K
49.5K $3.71M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13.9K
+ 4.55%
$24.48 - $24.9 $340K - $346K
319K $7.94M
LMAT
Lemaitre Vascular Inc

Healthcare
5.19K
+ 9.72%
$77.89 - $92.6 $404K - $481K
58.6K $4.87M
RPRX
Royalty Pharma PLC

Healthcare
10.7K
New
$30.85 - $36.14 $331K - $387K
10.7K $386K
MNST
Monster Beverage Corp

Consumer Defensive
4.63K
+ 21.66%
$55.01 - $64.24 $255K - $298K
26K $1.63M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.69K
+ 62.99%
$48.46 - $50.2 $373K - $386K
19.9K $987K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
46
+ 0.24%
$60.61 - $87.72 $2.79K - $4.04K
18.9K $1.6M
SYY
Sysco Corp

Consumer Defensive
4.74K
+ 27.55%
$68.0 - $75.91 $322K - $360K
21.9K $1.66M
WDAY
Workday, Inc.

Technology
1.51K
+ 160.87%
$210.47 - $274.71 $318K - $415K
2.45K $587K
KMPR
Kemper Corp

Financial Services
8.89K
+ 9.83%
$55.12 - $67.26 $490K - $598K
99.3K $6.41M
IWM
Ishares Russell 2000 ETF

ETFs
18
+ 0.08%
$174.82 - $215.79 $3.15K - $3.88K
22.1K $4.78M
RBLX
Roblox Corp

Communication Services
3.46K
New
$51.22 - $105.59 $177K - $365K
3.46K $363K
XYL
Xylem Inc.

Industrials
2.62K
+ 108.72%
$102.86 - $129.5 $269K - $339K
5.03K $650K
KAI
Kadant Inc

Industrials
3.14K
+ 9.66%
$286.24 - $350.17 $897K - $1.1M
35.6K $11.3M
SRLN
Ssga Active Trust

ETFs
8.55K
+ 72.38%
$39.47 - $41.59 $337K - $355K
20.4K $846K
DGX
Quest Diagnostics Inc

Healthcare
2.63K
New
N/A
2.63K $361K
EA
Electronic Arts Inc.

Communication Services
2.1K
+ 123.3%
$132.53 - $159.7 $278K - $336K
3.81K $607K
WFC
Wells Fargo & Company

Financial Services
1.19K
+ 3.78%
$60.98 - $80.12 $72.7K - $95.6K
32.8K $2.62M
RSG
Republic Services, Inc.

Industrials
1.32K
+ 18.01%
$227.2 - $258.07 $300K - $340K
8.64K $2.13M
ABC
Amerisourcebergen Corp

Healthcare
1.92K
+ 51.93%
N/A
5.62K $1.04M
ROL
Rollins Inc

Consumer Cyclical
5.93K
+ 84.83%
$50.65 - $58.58 $301K - $348K
12.9K $729K
AXON
Axon Enterprise, Inc.

Industrials
150
+ 19.89%
$497.13 - $827.94 $74.6K - $124K
904 $748K
FTNT
Fortinet, Inc.

Technology
2.35K
+ 21.55%
$84.71 - $108.69 $199K - $255K
13.2K $1.4M
OHI
Omega Healthcare Investors Inc

Real Estate
9.49K
New
$35.55 - $39.05 $337K - $371K
9.49K $347K
DEO
Diageo PLC

Consumer Defensive
3.38K
New
$99.86 - $115.75 $338K - $392K
3.38K $341K
IEV
Ishares Tr Europe ETF

ETFs
710
+ 1.24%
$51.8 - $64.59 $36.8K - $45.9K
57.9K $3.66M
SRAD
Sportradar Group Ag

Technology
11.9K
New
$20.32 - $28.08 $242K - $334K
11.9K $334K
SPOT
Spotify Technology S.A.

Communication Services
141
+ 13.57%
$503.3 - $775.9 $71K - $109K
1.18K $905K
CB
Chubb LTD

Financial Services
1.42K
+ 21.84%
$274.32 - $302.46 $390K - $430K
7.94K $2.3M
WMB
Williams Companies, Inc.

Energy
4.07K
+ 16.39%
$54.33 - $62.87 $221K - $256K
28.9K $1.82M
IOT
Samsara Inc.

Technology
151
+ 0.07%
$33.46 - $47.74 $5.05K - $7.21K
223K $8.89M
CL
Colgate Palmolive CO

Consumer Defensive
4.27K
+ 19.4%
$87.57 - $96.0 $374K - $410K
26.3K $2.39M
BK
Bank Of New York Mellon Corp

Financial Services
2.86K
+ 33.52%
$73.31 - $91.62 $210K - $262K
11.4K $1.04M
CI
Cigna Corp

Healthcare
949
+ 63.61%
$301.89 - $340.04 $286K - $323K
2.44K $806K
MCHP
Microchip Technology Inc

Technology
4.48K
New
$35.34 - $71.6 $158K - $321K
4.48K $315K
VGSH
Vanguard

ETFs
5.18K
+ 6.68%
$58.32 - $58.95 $302K - $305K
82.8K $4.86M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.75K
New
$71.96 - $83.42 $270K - $313K
3.75K $310K
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
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email