Aptus Capital Advisors, LLC Incresed Positions in Q4 2024

Aptus Capital Advisors, LLC

  • $8.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
48.6K
+ 231.46%
$165.41 - $192.43 $8.04M - $9.36M
69.6K $11.6M
ISRG
Intuitive Surgical Inc

Healthcare
13.4K
+ 44.33%
$471.27 - $550.62 $6.3M - $7.36M
43.5K $22.7M
PAVE
Global X Fds Us Infrastructure

ETFs
191K
+ 5661.9%
$40.41 - $45.95 $7.74M - $8.8M
195K $7.87M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
103K
+ 3040.72%
$74.5 - $78.37 $7.69M - $8.09M
107K $7.97M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.43M
+ 252.94%
$22.01 - $66.82 $31.4M - $95.3M
1.99M $45.2M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
339K
+ 22.31%
$24.55 - $25.16 $8.32M - $8.53M
1.86M $45.8M
EFG
Msci Eafe Growth ETF

ETFs
81.2K
+ 192.96%
$96.83 - $106.88 $7.87M - $8.68M
123K $11.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
143K
+ 946.44%
$51.54 - $52.55 $7.38M - $7.52M
158K $8.18M
HCA
Hca Healthcare, Inc.

Healthcare
24.9K
+ 1093.69%
$297.52 - $415.61 $7.42M - $10.4M
27.2K $8.17M
ET
Energy Transfer LP

Energy
158K
+ 14.1%
$16.05 - $19.86 $2.53M - $3.13M
1.28M $25M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
367K
+ 27.69%
$20.08 - $20.61 $7.38M - $7.57M
1.69M $34.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
135K
+ 79.44%
$50.23 - $50.46 $6.76M - $6.79M
304K $15.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.55K
+ 12.88%
$567.81 - $607.81 $5.42M - $5.81M
83.7K $49.1M
HON
Honeywell International Inc

Industrials
21.6K
+ 28.72%
$202.84 - $236.0 $4.38M - $5.1M
96.9K $21.9M
AIQ
Global X Funds Global X Artifi

ETFs
160K
+ 468.49%
$36.57 - $40.57 $5.84M - $6.48M
194K $7.49M
IDEV
Ishares Core Msci Intl Develop

ETFs
260K
+ 15.66%
$64.18 - $70.42 $16.7M - $18.3M
1.92M $124M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
172K
+ 19.76%
$44.87 - $46.86 $7.72M - $8.07M
1.04M $46.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
52.4K
+ 176.06%
$113.92 - $127.38 $5.97M - $6.67M
82.1K $9.46M
FANG
Diamondback Energy, Inc.

Energy
40.4K
+ 33.43%
$153.06 - $199.5 $6.18M - $8.05M
161K $26.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
49.1K
+ 739.64%
$106.56 - $113.11 $5.23M - $5.55M
55.7K $5.95M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
88.1K
+ 1315.76%
$58.88 - $64.8 $5.19M - $5.71M
94.8K $5.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.42K
+ 12.71%
$481.22 - $538.17 $3.57M - $3.99M
65.8K $33.6M
HSY
Hershey CO

Consumer Defensive
30.7K
+ 902.88%
$168.67 - $193.65 $5.18M - $5.95M
34.1K $5.78M
CSCO
Cisco Systems, Inc.

Technology
80.4K
+ 132.63%
$52.45 - $60.02 $4.22M - $4.83M
141K $8.35M
HD
Home Depot, Inc.

Consumer Cyclical
13.9K
+ 66.67%
$385.02 - $431.37 $5.33M - $5.98M
34.6K $13.5M
OSCV
Opus Small Cap Value ETF

ETFs
188K
+ 4.35%
$36.89 - $40.88 $6.94M - $7.69M
4.51M $167M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
39.1K
+ 61.25%
$126.68 - $134.74 $4.95M - $5.27M
103K $13.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
79K
+ 283.2%
$61.68 - $67.87 $4.87M - $5.36M
107K $6.66M
PG
Procter & Gamble CO

Consumer Defensive
34.7K
+ 19.27%
$161.05 - $179.7 $5.59M - $6.23M
215K $36M
ABT
Abbott Laboratories

Healthcare
43.2K
+ 33.37%
$111.93 - $119.39 $4.84M - $5.16M
173K $19.5M
DGRO
Ishares Core Dividend Growth E

ETFs
76.1K
+ 399.26%
$60.73 - $64.94 $4.62M - $4.94M
95.1K $5.83M
MAR
Marriott International Inc

Consumer Cyclical
8.98K
+ 13.1%
$246.06 - $292.59 $2.21M - $2.63M
77.5K $21.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
68.3K
+ 206.51%
$61.52 - $66.5 $4.2M - $4.54M
101K $6.47M
SPYG
Spdr Portfolio

ETFs
32.9K
+ 10.78%
$81.74 - $91.38 $2.69M - $3M
338K $29.7M
MUB
Ishares National Muni Bond ETF

ETFs
42K
+ 64.49%
$105.78 - $108.7 $4.45M - $4.57M
107K $11.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
53.7K
+ 464.18%
$80.13 - $83.77 $4.31M - $4.5M
65.3K $5.24M
SYK
Stryker Corp

Healthcare
12K
+ 14.82%
$345.14 - $392.15 $4.13M - $4.69M
92.7K $33.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19.7K
+ 438.24%
$172.07 - $207.36 $3.4M - $4.09M
24.3K $4.79M
COST
Costco Wholesale Corp

Consumer Defensive
3.6K
+ 15.67%
$873.59 - $994.69 $3.14M - $3.58M
26.6K $24.3M
TGT
Target Corp

Consumer Defensive
29.8K
+ 384.48%
$121.59 - $160.69 $3.62M - $4.78M
37.5K $5.07M
BR
Broadridge Financial Solutions, Inc.

Technology
12.9K
+ 15.49%
$209.64 - $236.44 $2.7M - $3.05M
96.1K $21.7M
IDXX
Idexx Laboratories Inc

Healthcare
9.33K
+ 1483.78%
$406.92 - $495.42 $3.8M - $4.62M
9.96K $4.12M
ACN
Accenture PLC

Technology
11K
+ 18.15%
$343.9 - $376.86 $3.79M - $4.16M
71.8K $25.3M
TMUS
T Mobile Us, Inc.

Communication Services
11.4K
+ 12.99%
$206.1 - $246.94 $2.34M - $2.8M
98.8K $21.8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
97.5K
+ 27.79%
$46.07 - $48.17 $4.49M - $4.7M
449K $20.7M
ABBV
Abb Vie Inc.

Healthcare
30K
+ 35.96%
$164.99 - $203.87 $4.95M - $6.11M
113K $20.1M
HYG
Ishares Tr

ETFs
46.2K
+ 2858.63%
$78.09 - $80.04 $3.61M - $3.7M
47.8K $3.76M
SCHG
Schwab Strategic Tr Us Large C

ETFs
218K
+ 675.48%
$25.93 - $105.3 $5.65M - $22.9M
250K $6.97M
XLRE
Select Sector Spdr Tr Real Est

ETFs
87.7K
+ 749.38%
$40.06 - $45.21 $3.51M - $3.96M
99.4K $4.04M
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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