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
INFL
Listed Fds Tr Horizon Kinetics

ETFs
4.37K
+ 4.6%
$38.54 - $41.5 $169K - $181K
99.4K $4.04M
K
Kellogg CO

Consumer Defensive
4.95K
+ 92.08%
$81.06 - $82.9 $401K - $411K
10.3K $852K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.9K
+ 64.33%
$47.79 - $59.89 $567K - $711K
30.3K $1.52M
D
Dominion Energy, Inc

Utilities
6.82K
+ 54.28%
$52.85 - $57.43 $361K - $392K
19.4K $1.09M
TRV
Travelers Companies, Inc.

Financial Services
1.1K
+ 22.8%
$232.43 - $265.13 $255K - $291K
5.92K $1.57M
GILD
Gilead Sciences, Inc.

Healthcare
374
+ 2.04%
$89.14 - $117.41 $33.3K - $43.9K
18.7K $2.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.6K
+ 1.68%
$58.01 - $64.46 $92.5K - $103K
96.4K $5.98M
HLI
Houlihan Lokey, Inc.

Financial Services
5.84K
+ 12.69%
$154.43 - $187.4 $902K - $1.09M
51.9K $8.38M
VRSK
Verisk Analytics, Inc.

Industrials
1.13K
+ 52.17%
$268.63 - $301.33 $304K - $341K
3.3K $980K
WRB
Berkley W R Corp

Financial Services
3.65K
+ 41.16%
$56.7 - $71.27 $207K - $260K
12.5K $891K
VONV
Vanguard Russell 1000 Value Et

ETFs
4.34K
+ 99.34%
$80.21 - $86.14 $348K - $374K
8.7K $718K
LHX
L3 Harris Technologies, Inc.

Industrials
1.79K
+ 14.33%
$194.65 - $222.86 $349K - $400K
14.3K $3M
AEP
American Electric Power CO Inc

Utilities
1.57K
+ 14.05%
$90.32 - $109.27 $142K - $171K
12.7K $1.39M
ETR
Entergy Corp

Utilities
3.14K
+ 33.16%
$75.26 - $87.89 $236K - $276K
12.6K $1.08M
GABC
German American Bancorp, Inc.

Financial Services
24K
+ 12.72%
$37.21 - $41.71 $892K - $1M
212K $7.96M
FELE
Franklin Electric CO Inc

Industrials
5.03K
+ 14.84%
$93.38 - $106.03 $470K - $534K
39K $3.66M
CLX
Clorox CO

Consumer Defensive
2.79K
+ 56.52%
$141.76 - $162.89 $395K - $454K
7.72K $1.14M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.86K
+ 4.38%
$79.17 - $82.04 $226K - $235K
68.2K $5.57M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.31K
+ 2.73%
$51.52 - $52.37 $222K - $226K
163K $8.52M
TSCO
Tractor Supply CO

Consumer Cyclical
3.84K
+ 6.67%
$51.66 - $57.94 $198K - $223K
61.5K $3.39M
F
Ford Motor CO

Consumer Cyclical
31.4K
+ 70.47%
$9.12 - $10.43 $287K - $328K
76K $762K
FTNT
Fortinet, Inc.

Technology
3.18K
+ 41.19%
$92.49 - $114.57 $294K - $364K
10.9K $1.05M
PPL
Ppl Corp

Utilities
7.65K
+ 64.8%
$31.68 - $36.11 $242K - $276K
19.5K $702K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
8.37K
+ 28.64%
$49.93 - $56.52 $418K - $473K
37.6K $1.89M
GWW
W.W. Grainger, Inc.

Industrials
349
+ 75.7%
$953.54 - $1132.42 $333K - $395K
810 $800K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.66K
+ 12.29%
$59.28 - $66.1 $217K - $242K
33.4K $2.12M
MELI
Mercadolibre Inc

Consumer Cyclical
140
+ 83.83%
$1739.0 - $2260.0 $243K - $316K
307 $598K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4.2K
+ 3.36%
N/A
129K $9.68M
VGT
Vanguard Information Technolog

ETFs
1.15K
+ 29.29%
$542.38 - $646.34 $625K - $745K
5.09K $2.76M
GRMN
Garmin LTD

Technology
1.28K
+ 56.51%
$204.55 - $241.93 $262K - $310K
3.55K $770K
CVS
Cvs Health Corp

Healthcare
412
+ 3.43%
$44.22 - $68.64 $18.2K - $28.3K
12.4K $841K
MU
Micron Technology Inc

Technology
2.99K
+ 25.78%
$86.89 - $109.38 $260K - $327K
14.6K $1.27M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
7.56K
+ 2739.86%
$37.84 - $44.02 $286K - $333K
7.84K $301K
MCO
Moodys Corp

Financial Services
641
+ 47.59%
$437.8 - $527.48 $281K - $338K
1.99K $925K
FTSL
First Trust Senior Ln Fund

ETFs
6.24K
+ 1561.0%
$45.65 - $46.48 $285K - $290K
6.64K $303K
ED
Consolidated Edison Inc

Utilities
1.38K
+ 22.42%
$88.0 - $110.59 $121K - $152K
7.51K $830K
GL
Globe Life Inc.

Financial Services
54
+ 0.4%
$111.2 - $131.72 $6K - $7.11K
13.7K $1.8M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.45K
+ 32.92%
$53.69 - $62.68 $185K - $216K
13.9K $837K
BHP
Bhp Group LTD

Basic Materials
5.66K
+ 40.86%
$48.18 - $52.11 $273K - $295K
19.5K $947K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.1K
+ 11.71%
$32.42 - $36.13 $456K - $509K
134K $4.43M
NVS
Novartis Ag

Healthcare
372
+ 2.32%
$97.14 - $115.57 $36.1K - $43K
16.4K $1.83M
TRGP
Targa Resources Corp.

Energy
1.12K
+ 59.23%
$178.44 - $217.22 $200K - $244K
3.02K $605K
CME
Cme Group Inc.

Financial Services
358
+ 6.86%
$225.82 - $266.54 $80.8K - $95.4K
5.58K $1.48M
ITW
Illinois Tool Works Inc

Industrials
1.23K
+ 17.71%
$244.9 - $274.48 $301K - $338K
8.18K $2.03M
FV
First Trust Dorsey Wright Focu

ETFs
4.9K
+ 171.22%
$53.91 - $63.03 $264K - $309K
7.77K $425K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
6.55K
+ 462.46%
$38.41 - $44.06 $252K - $289K
7.97K $311K
WFC
Wells Fargo & Company

Financial Services
2.88K
+ 10.04%
$66.78 - $81.42 $192K - $235K
31.6K $2.27M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.56K
+ 14.09%
$128.74 - $138.67 $201K - $217K
12.7K $1.72M
PHM
Pultegroup Inc

Consumer Cyclical
9.85K
+ 7.89%
$101.09 - $118.51 $995K - $1.17M
135K $13.8M
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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