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
T
At&T Inc.

Communication Services
15.3K
+ 14.13%
$21.22 - $23.88 $324K - $364K
123K $2.81M
RJF
Raymond James Financial Inc

Financial Services
2.77K
New
$123.0 - $170.1 $341K - $471K
2.77K $430K
ENB
Enbridge Inc

Energy
9.89K
New
$40.4 - $43.92 $400K - $435K
9.89K $419K
OKE
Oneok Inc

Energy
3.75K
+ 84.5%
$92.28 - $117.05 $346K - $438K
8.18K $821K
SHEL
Shell PLC

Energy
6.92K
+ 90.92%
$60.63 - $70.23 $419K - $486K
14.5K $910K
ARCC
Ares Capital Corp

Financial Services
15.9K
+ 27.64%
$20.74 - $22.27 $329K - $353K
73.3K $1.6M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
16.3K
+ 23.55%
$24.45 - $24.62 $399K - $401K
85.5K $2.1M
SWK
Stanley Black & Decker, Inc.

Industrials
6.21K
+ 187.52%
$79.07 - $109.36 $491K - $679K
9.52K $764K
FELE
Franklin Electric CO Inc

Industrials
6.18K
+ 22.27%
$95.71 - $110.4 $591K - $682K
33.9K $3.31M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
914
New
$338.38 - $446.21 $309K - $408K
914 $397K
FCPT
Four Corners Property Trust, Inc.

Real Estate
22.6K
+ 22.59%
$26.74 - $29.73 $603K - $671K
122K $3.32M
VGSH
Vanguard

ETFs
8.36K
+ 7.39%
$58.02 - $58.88 $485K - $492K
121K $7.07M
FAST
Fastenal CO

Industrials
5.43K
New
$69.99 - $84.35 $380K - $458K
5.43K $390K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
17.2K
+ 13152.67%
$22.63 - $47.53 $390K - $819K
17.4K $394K
SBUX
Starbucks Corp

Consumer Cyclical
5.17K
+ 39.22%
$87.44 - $102.5 $452K - $530K
18.4K $1.67M
WM
Waste Management Inc

Industrials
2.18K
+ 23.11%
$201.79 - $228.46 $439K - $497K
11.6K $2.34M
PPL
Ppl Corp

Utilities
11.8K
New
$31.47 - $35.0 $372K - $413K
11.8K $383K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
21.3K
New
$16.22 - $18.28 $345K - $389K
21.3K $381K
SNPS
Synopsys Inc

Technology
841
+ 58.12%
$485.36 - $588.0 $408K - $495K
2.29K $1.11M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.87K
+ 21.06%
$53.94 - $58.15 $317K - $341K
33.7K $1.9M
HAL
Halliburton CO

Energy
14.3K
+ 148.41%
$25.77 - $31.99 $368K - $457K
23.9K $649K
LMT
Lockheed Martin Corp

Industrials
11.7K
+ 21.7%
$479.66 - $614.62 $5.61M - $7.18M
65.5K $31.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.53K
+ 210.64%
$238.25 - $261.28 $363K - $398K
2.25K $544K
MRVL
Marvell Technology, Inc.

Technology
3.31K
New
$70.31 - $124.78 $233K - $414K
3.31K $366K
MNST
Monster Beverage Corp

Consumer Defensive
6.93K
+ 138.63%
$49.24 - $56.38 $341K - $390K
11.9K $626K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.93K
New
$180.39 - $205.43 $348K - $397K
1.93K $366K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.47K
+ 42.14%
$55.73 - $66.16 $305K - $362K
18.5K $1.11M
BKR
Baker Hughes CO

Energy
8.88K
New
$35.98 - $44.88 $320K - $399K
8.88K $364K
VGT
Vanguard Information Technolog

ETFs
376
+ 10.56%
$571.78 - $647.97 $215K - $244K
3.94K $2.45M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.14K
New
$50.0 - $50.27 $357K - $359K
7.14K $357K
GIS
General Mills Inc

Consumer Defensive
8.77K
+ 43.14%
$62.78 - $74.62 $551K - $654K
29.1K $1.86M
TM
Toyota Motor Corp

Consumer Cyclical
1.83K
New
$169.2 - $199.52 $309K - $364K
1.83K $355K
BAX
Baxter International Inc

Healthcare
12.1K
New
$28.63 - $37.84 $346K - $458K
12.1K $352K
EFX
Equifax Inc

Industrials
1.38K
New
$245.03 - $293.5 $339K - $406K
1.38K $352K
UPS
United Parcel Service Inc

Industrials
3.59K
+ 35.42%
$122.65 - $138.35 $440K - $496K
13.7K $1.73M
XLV
Select Sector Spdr Fund Health

ETFs
3.44K
+ 45.34%
$136.28 - $154.74 $469K - $533K
11K $1.52M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.14K
+ 153.1%
$57.78 - $60.4 $355K - $371K
10.2K $588K
MCK
Mckesson Corp

Healthcare
72
+ 1.79%
$482.27 - $628.5 $34.7K - $45.3K
4.09K $2.33M
RMD
Resmed Inc

Healthcare
1.5K
New
$228.69 - $256.07 $344K - $385K
1.5K $343K
TRNO
Terreno Realty Corp

Real Estate
13.8K
+ 22.41%
$58.62 - $66.94 $810K - $925K
75.5K $4.47M
LUV
Southwest Airlines CO

Industrials
10.2K
New
$28.99 - $34.84 $295K - $354K
10.2K $342K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
7.52K
+ 597.77%
$45.38 - $46.88 $341K - $353K
8.78K $400K
FDL
First Tr Morningstar Dividend

ETFs
8.69K
+ 148.4%
$39.59 - $43.95 $344K - $382K
14.5K $585K
ALL
Allstate Corp

Financial Services
1.7K
+ 48.49%
$181.25 - $208.2 $308K - $353K
5.2K $1M
MSCI
Msci Inc.

Financial Services
564
New
$569.09 - $635.99 $321K - $359K
564 $338K
TRGP
Targa Resources Corp.

Energy
1.9K
New
$150.58 - $207.69 $285K - $394K
1.9K $338K
EWJ
Ishares Msci Japan ETF

ETFs
5.02K
+ 4601.83%
$66.18 - $71.84 $332K - $360K
5.13K $343K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
5.21K
New
$63.15 - $75.4 $329K - $393K
5.21K $334K
VTV
Vanguard Value ETF

ETFs
2.32K
+ 20.19%
$168.32 - $181.87 $391K - $422K
13.8K $2.34M
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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