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
SNOW
Snowflake Inc.

Technology
1.01K
+ 34.81%
$146.16 - $192.78 $147K - $195K
3.91K $571K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.57K
+ 337.34%
$81.1 - $94.7 $127K - $149K
2.04K $165K
WTFC
Wintrust Financial Corp

Financial Services
7.76K
+ 12.7%
$107.76 - $136.92 $836K - $1.06M
68.9K $7.74M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
927
+ 17.8%
$60.74 - $73.87 $56.3K - $68.5K
6.13K $453K
VNQ
Vanguard Specialized Funds Van

ETFs
1.11K
+ 13.4%
$85.55 - $94.34 $94.9K - $105K
9.38K $849K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.39K
+ 1.9%
$40.79 - $42.32 $56.9K - $59K
74.9K $3.15M
IBB
Ishares Biotechnology ETF

ETFs
920
+ 45.19%
$127.9 - $140.56 $118K - $129K
2.96K $378K
AMP
Ameriprise Financial Inc

Financial Services
349
+ 27.94%
$472.29 - $575.13 $165K - $201K
1.6K $773K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.95K
+ 2123.66%
$25.1 - $27.85 $99.1K - $110K
4.14K $111K
IRM
Iron Mountain Inc

Real Estate
2.39K
+ 44.7%
$82.79 - $111.31 $198K - $266K
7.75K $666K
AR
Antero Resources Corp

Energy
757
+ 5.7%
$33.64 - $41.42 $25.5K - $31.4K
14K $567K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.86K
+ 9.74%
$9.49 - $14.83 $17.7K - $27.6K
21K $286K
SPG
Simon Property Group Inc

Real Estate
677
+ 28.11%
$159.48 - $187.78 $108K - $127K
3.09K $512K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.19K
+ 22.38%
$76.94 - $78.28 $91.2K - $92.8K
6.48K $507K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.21K
+ 342.37%
$76.77 - $82.22 $93K - $99.7K
1.57K $124K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
2.95K
+ 34.0%
$22.91 - $25.71 $67.6K - $75.9K
11.6K $295K
AON
Aon PLC

Financial Services
106
+ 8.02%
$348.44 - $409.32 $36.9K - $43.4K
1.43K $569K
SHOP
Shopify Inc.

Technology
2.01K
+ 22.35%
$90.59 - $129.31 $182K - $260K
11K $1.05M
APH
Amphenol Corp

Technology
2.4K
+ 14.2%
$61.62 - $78.55 $148K - $189K
19.3K $1.27M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.81K
+ 31.89%
$49.78 - $53.19 $89.9K - $96.1K
7.47K $381K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
420
+ 45.95%
$314.47 - $431.35 $132K - $181K
1.33K $488K
VLO
Valero Energy Corp

Energy
55
+ 0.63%
$121.76 - $142.99 $6.7K - $7.86K
8.84K $1.17M
MSCI
Msci Inc.

Financial Services
193
+ 34.22%
$541.46 - $628.34 $105K - $121K
757 $428K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.22K
+ 29.11%
$56.51 - $62.98 $69.1K - $77K
5.42K $328K
KR
Kroger CO

Consumer Defensive
511
+ 6.85%
$58.36 - $67.72 $29.8K - $34.6K
7.98K $539K
BK
Bank Of New York Mellon Corp

Financial Services
280
+ 3.39%
$75.42 - $88.95 $21.1K - $24.9K
8.54K $716K
ECL
Ecolab Inc.

Basic Materials
73
+ 2.24%
$229.72 - $269.82 $16.8K - $19.7K
3.33K $843K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.1K
+ 25.3%
$119.38 - $161.42 $131K - $177K
5.43K $649K
DDOG
Datadog, Inc.

Technology
1.73K
+ 81.33%
$98.68 - $151.89 $171K - $263K
3.87K $383K
PH
Parker Hannifin Corp

Industrials
162
+ 22.56%
$591.65 - $707.05 $95.8K - $115K
880 $534K
BAX
Baxter International Inc

Healthcare
448
+ 3.7%
$29.26 - $36.57 $13.1K - $16.4K
12.5K $429K
DIS
Walt Disney CO

Communication Services
6.97K
+ 14.4%
$96.87 - $114.0 $675K - $794K
55.4K $5.46M
AZN
Astrazeneca PLC

Healthcare
335
+ 5.28%
$65.37 - $77.96 $21.9K - $26.1K
6.68K $490K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.83K
+ 24.74%
$61.55 - $71.27 $113K - $131K
9.25K $578K
JCI
Johnson Controls International PLC

Industrials
823
+ 13.35%
$76.12 - $90.6 $62.6K - $74.6K
6.99K $559K
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.11K
+ 83.3%
$30.72 - $33.22 $64.8K - $70.1K
4.64K $152K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.29K
+ 4.42%
$19.43 - $19.62 $64K - $64.6K
77.8K $1.52M
WSM
Williams Sonoma Inc

Consumer Cyclical
744
+ 45.01%
$158.1 - $217.71 $118K - $162K
2.4K $378K
CW
Curtiss Wright Corp

Industrials
3.44K
+ 12.68%
$304.82 - $384.07 $1.05M - $1.32M
30.5K $9.69M
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 0.14%
$406.29 - $469.04 $5.69K - $6.57K
9.98K $4.19M
FDVV
Fidelity High Dividend ETF

ETFs
1.48K
+ 27.88%
$48.86 - $52.28 $72.1K - $77.1K
6.77K $335K
CTRA
Coterra Energy Inc.

Energy
202
+ 1.09%
$25.51 - $29.83 $5.15K - $6.03K
18.8K $543K
PGF
Invesco Exchange Traded Fd Tr

ETFs
4.74K
+ 579.8%
$14.28 - $14.97 $67.6K - $70.9K
5.55K $79K
EPAM
Epam Systems, Inc.

Technology
361
+ 30.96%
N/A
1.53K $283K
OTIS
Otis Worldwide Corp

Industrials
129
+ 2.6%
$90.77 - $104.01 $11.7K - $13.4K
5.1K $526K
VRSN
Verisign Inc

Technology
63
+ 5.97%
$205.1 - $254.74 $12.9K - $16K
1.12K $283K
IAU
Ishares Gold Trust

ETFs
332
+ 7.14%
$49.74 - $58.96 $16.5K - $19.6K
4.98K $293K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
686
+ 40.81%
$90.0 - $96.32 $61.7K - $66.1K
2.37K $218K
XLI
Industrial Sector Spdr

ETFs
513
+ 8.75%
$128.78 - $141.67 $66.1K - $72.7K
6.38K $835K
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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