Aptus Capital Advisors, LLC Incresed Positions in Q1 2025

Aptus Capital Advisors, LLC

  • $8.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.79M
+ 281328.81%
$22.25 - $23.0 $39.7M - $41.1M
1.79M $41.1M
CVX
Chevron Corp

Energy
227K
+ 296.71%
$146.71 - $167.97 $33.3M - $38.2M
304K $50.8M
IDEV
Ishares Core Msci Intl Develop

ETFs
355K
+ 18.54%
$63.77 - $71.36 $22.7M - $25.4M
2.27M $157M
PEP
Pepsico Inc

Consumer Defensive
146K
+ 216.69%
$142.64 - $156.42 $20.9M - $22.9M
214K $32M
NOC
Northrop Grumman Corp

Industrials
40.5K
+ 1579.23%
$433.45 - $513.82 $17.5M - $20.8M
43K $22M
DHR
Danaher Corp

Healthcare
98.8K
+ 1396.23%
$201.62 - $250.59 $19.9M - $24.8M
106K $21.7M
UNP
Union Pacific Corp

Industrials
77.2K
+ 429.65%
$225.21 - $254.42 $17.4M - $19.6M
95.1K $22.5M
ELV
Elevance Health, Inc.

Healthcare
40K
+ 1101.9%
$365.9 - $436.25 $14.6M - $17.5M
43.7K $19M
XLC
Select Sector Spdr Tr Communic

ETFs
167K
+ 9400.73%
$94.84 - $105.31 $15.8M - $17.6M
169K $16.3M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
664K
+ 12.49%
$20.1 - $20.8 $13.3M - $13.8M
5.98M $124M
BSCV
Invesco ETF Self Indexed Fd Tr
844K
+ 12.51%
$15.87 - $16.38 $13.4M - $13.8M
7.59M $124M
BSCU
Invesco Exc Self Ind Tr

ETFs
828K
+ 12.5%
$16.2 - $16.64 $13.4M - $13.8M
7.45M $124M
VEA
Vanguard Ftse Developed Market

ETFs
189K
+ 10.48%
$47.4 - $52.99 $8.96M - $10M
1.99M $101M
CRWD
Crowd Strike Holdings, Inc.

Technology
40.7K
+ 813.92%
$308.86 - $455.36 $12.6M - $18.5M
45.7K $16.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
525K
+ 12.49%
$22.61 - $23.14 $11.9M - $12.1M
4.73M $109M
IBDV
Ishares Tr

Technology
542K
+ 12.49%
$21.11 - $21.73 $11.4M - $11.8M
4.88M $106M
PGR
Progressive Corp

Financial Services
17.4K
+ 9.56%
$235.61 - $291.22 $4.09M - $5.06M
199K $56.3M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
445K
+ 12.49%
$24.21 - $25.09 $10.8M - $11.2M
4M $100M
V
Visa Inc.

Financial Services
17.7K
+ 9.67%
$306.92 - $362.71 $5.42M - $6.4M
200K $70.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
242K
+ 12.76%
$37.07 - $40.63 $8.96M - $9.82M
2.14M $84.1M
IBM
International Business Machines Corp

Technology
41.5K
+ 137.59%
$217.4 - $264.74 $9.02M - $11M
71.6K $17.8M
GE
General Electric CO

Industrials
47.2K
+ 333.09%
$168.59 - $212.13 $7.95M - $10M
61.3K $12.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
102K
+ 158.59%
$91.45 - $91.75 $9.29M - $9.32M
166K $15.2M
UBER
Uber Technologies, Inc

Technology
111K
+ 185.49%
$63.17 - $81.49 $7.03M - $9.07M
171K $12.5M
CRM
Salesforce, Inc.

Technology
35.5K
+ 267.3%
$268.36 - $359.95 $9.53M - $12.8M
48.8K $13.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
359K
+ 3.13%
$27.06 - $28.25 $9.7M - $10.1M
11.8M $322M
QCOM
Qualcomm Inc

Technology
50.8K
+ 178.76%
$151.94 - $175.86 $7.72M - $8.93M
79.2K $12.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
147K
+ 16.77%
$42.5 - $46.71 $6.24M - $6.86M
1.02M $46.3M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
259K
+ 12.49%
$24.79 - $25.26 $6.43M - $6.55M
2.33M $59M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
269K
+ 12.48%
$23.9 - $24.18 $6.43M - $6.51M
2.43M $58.6M
NEM
Newmont Corp

Basic Materials
137K
+ 1090.32%
$37.79 - $48.39 $5.19M - $6.64M
150K $7.24M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
334K
+ 12.32%
$18.18 - $18.58 $6.08M - $6.21M
3.05M $56.5M
WELL
Welltower Inc.

Real Estate
40.4K
+ 896.94%
$124.05 - $156.86 $5.02M - $6.34M
45K $6.89M
LLY
Eli Lilly & CO

Healthcare
4.69K
+ 10.61%
$725.72 - $929.72 $3.4M - $4.36M
48.9K $40.4M
META
Meta Platforms, Inc.

Communication Services
13.5K
+ 11.44%
$576.36 - $736.67 $7.79M - $9.96M
132K $75.9M
CHE
Chemed Corp

Healthcare
4.35K
+ 10.69%
$521.84 - $615.32 $2.27M - $2.68M
45K $27.7M
CARR
Carrier Global Corp

Industrials
91.2K
+ 946.21%
$62.07 - $70.55 $5.66M - $6.43M
101K $6.39M
ABBV
Abb Vie Inc.

Healthcare
9.96K
+ 8.79%
$169.2 - $216.66 $1.69M - $2.16M
123K $25.8M
PG
Procter & Gamble CO

Consumer Defensive
27.2K
+ 12.66%
$158.56 - $176.26 $4.31M - $4.79M
242K $41.2M
SO
Southern CO

Utilities
23.9K
+ 7.72%
$80.96 - $92.96 $1.93M - $2.22M
333K $30.6M
DUK
Duke Energy Corp

Utilities
26.2K
+ 19.76%
$105.87 - $121.97 $2.78M - $3.2M
159K $19.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
129K
+ 5.81%
$27.01 - $28.54 $3.48M - $3.68M
2.35M $65.6M
UNH
Unitedhealth Group Inc

Healthcare
6.77K
+ 8.73%
$461.52 - $548.18 $3.12M - $3.71M
84.2K $44.1M
XLF
Financial Sector Spdr

ETFs
88.5K
+ 30.71%
$47.32 - $52.19 $4.19M - $4.62M
377K $18.8M
MUB
Ishares National Muni Bond ETF

ETFs
46K
+ 42.93%
$104.71 - $107.69 $4.82M - $4.96M
153K $16.2M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
57.1K
+ 22.69%
$56.44 - $64.13 $3.22M - $3.66M
309K $19M
COST
Costco Wholesale Corp

Consumer Defensive
4.04K
+ 15.22%
$890.62 - $1076.86 $3.6M - $4.35M
30.6K $28.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8.68K
+ 11.04%
$208.48 - $244.03 $1.81M - $2.12M
87.3K $21.3M
HAL
Halliburton CO

Energy
183K
+ 763.55%
$24.15 - $29.9 $4.41M - $5.46M
206K $5.24M
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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