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
MCD
Mcdonalds Corp

Consumer Cyclical
8.29K
+ 10.32%
$279.74 - $321.29 $2.32M - $2.66M
88.7K $27.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
192K
+ 11.31%
$20.05 - $20.4 $3.84M - $3.91M
1.89M $38.4M
SYK
Stryker Corp

Healthcare
8.27K
+ 8.92%
$355.18 - $399.9 $2.94M - $3.31M
101K $37.6M
DE
Deere & CO

Industrials
5.51K
+ 16.45%
$408.57 - $509.27 $2.25M - $2.8M
39K $18.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
71.7K
+ 11.79%
$33.84 - $37.77 $2.42M - $2.71M
679K $24.7M
NFLX
Netflix Inc

Communication Services
2.79K
+ 8.56%
$828.4 - $1058.6 $2.31M - $2.95M
35.4K $33M
CTAS
Cintas Corp

Industrials
8.7K
+ 9.61%
$182.09 - $208.14 $1.58M - $1.81M
99.3K $20.4M
AMT
American Tower Corp

Real Estate
7.42K
+ 12.01%
$173.46 - $217.6 $1.29M - $1.62M
69.2K $15.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.7K
+ 12.26%
$507.05 - $563.67 $5.96M - $6.62M
108K $55.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
46.5K
+ 39.45%
$71.17 - $73.66 $3.31M - $3.42M
164K $12.1M
WMT
Walmart Inc.

Consumer Defensive
56.4K
+ 10.15%
$84.5 - $105.05 $4.77M - $5.93M
613K $53.8M
AMGN
Amgen Inc

Healthcare
3.99K
+ 9.14%
$258.59 - $327.36 $1.03M - $1.31M
47.6K $14.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
54K
+ 5.17%
$44.41 - $45.98 $2.4M - $2.48M
1.1M $50.1M
BR
Broadridge Financial Solutions, Inc.

Technology
6.83K
+ 7.11%
$221.46 - $244.83 $1.51M - $1.67M
103K $25M
CGDV
Capital Group Divid Value ETF

ETFs
77.2K
+ 6.64%
$34.95 - $37.36 $2.7M - $2.88M
1.24M $44.2M
MO
Altria Group, Inc.

Consumer Defensive
20.5K
+ 8.75%
$50.81 - $60.02 $1.04M - $1.23M
255K $15.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
27.6K
+ 63.05%
$100.59 - $103.47 $2.78M - $2.86M
71.5K $7.4M
ROP
Roper Technologies Inc

Industrials
2.03K
+ 8.6%
$502.71 - $593.81 $1.02M - $1.2M
25.6K $15.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.07K
+ 9.35%
$402.49 - $513.76 $834K - $1.06M
24.2K $11.8M
EOG
Eog Resources Inc

Energy
17.8K
+ 19.31%
$120.54 - $138.05 $2.14M - $2.46M
110K $14.1M
BMY
Bristol Myers Squibb CO

Healthcare
24.7K
+ 8.58%
$53.9 - $63.11 $1.33M - $1.56M
312K $19M
OSCV
Opus Small Cap Value ETF

ETFs
356K
+ 7.89%
$34.16 - $38.45 $12.2M - $13.7M
4.87M $170M
THG
Hanover Insurance Group, Inc.

Financial Services
8.03K
+ 12.78%
$147.13 - $174.61 $1.18M - $1.4M
70.8K $12.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
26.4K
+ 6.84%
$77.7 - $78.94 $2.05M - $2.08M
412K $32.5M
MKC
Mccormick & CO Inc

Consumer Defensive
16.9K
+ 10.07%
$71.24 - $84.73 $1.2M - $1.43M
184K $15.2M
NJR
New Jersey Resources Corp

Utilities
43.1K
+ 37.06%
$45.25 - $49.37 $1.95M - $2.13M
159K $7.82M
IQLT
Ishares Msci Intl Quality Fact

ETFs
35.3K
+ 9.41%
$36.91 - $41.03 $1.3M - $1.45M
410K $16.3M
PLD
Prologis, Inc.

Real Estate
13.5K
+ 9.71%
$103.59 - $124.04 $1.4M - $1.68M
153K $17.1M
SHW
Sherwin Williams CO

Basic Materials
5.79K
+ 18.01%
$330.16 - $365.55 $1.91M - $2.12M
37.9K $13.2M
TJX
Tjx Companies Inc

Consumer Cyclical
16.5K
+ 11.24%
$112.81 - $126.16 $1.86M - $2.08M
163K $19.9M
GS
Goldman Sachs Group Inc

Financial Services
4.31K
+ 54.83%
$524.81 - $672.19 $2.26M - $2.89M
12.2K $6.64M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
48.2K
+ 9.84%
$18.75 - $20.97 $904K - $1.01M
538K $11.3M
RRC
Range Resources Corp

Energy
36.5K
+ 26.68%
$35.22 - $41.29 $1.29M - $1.51M
173K $6.92M
HON
Honeywell International Inc

Industrials
15.7K
+ 16.23%
$202.75 - $226.52 $3.19M - $3.56M
113K $23.8M
PSX
Phillips 66

Energy
13.6K
+ 52.83%
$113.93 - $131.55 $1.55M - $1.79M
39.3K $4.86M
EHC
Encompass Health Corp

Healthcare
11.1K
+ 12.55%
$91.05 - $102.2 $1.01M - $1.14M
99.8K $10.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26.7K
+ 32.45%
$102.49 - $119.96 $2.73M - $3.2M
109K $11.4M
CSCO
Cisco Systems, Inc.

Technology
24.8K
+ 17.61%
$58.74 - $64.87 $1.46M - $1.61M
166K $10.2M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
31.9K
+ 6.98%
$74.34 - $81.0 $2.37M - $2.58M
488K $37.1M
TYL
Tyler Technologies Inc

Technology
3.05K
+ 16.73%
$553.41 - $646.74 $1.69M - $1.97M
21.3K $12.4M
IXUS
Ishares Tr

ETFs
3.98K
+ 0.93%
$65.06 - $72.31 $259K - $288K
433K $30.2M
MS
Morgan Stanley

Financial Services
30.6K
+ 16.08%
$111.68 - $141.08 $3.42M - $4.32M
221K $25.8M
PRI
Primerica, Inc.

Financial Services
4.75K
+ 13.19%
$271.41 - $296.43 $1.29M - $1.41M
40.8K $11.6M
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
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
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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