Aptus Capital Advisors, LLC Incresed Positions in Q2 2025

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
400
+ 5.72%
$71.14 - $105.62 $28.5K - $42.2K
7.39K $780K
URI
United Rentals, Inc.

Industrials
14
+ 0.85%
$551.94 - $753.4 $7.73K - $10.5K
1.66K $1.25M
SOFI
So Fi Technologies, Inc.

Financial Services
1.07K
+ 3.56%
$9.5 - $18.21 $10.1K - $19.4K
31K $565K
CWT
California Water Service Group

Utilities
14K
+ 9.92%
$44.67 - $51.36 $624K - $718K
155K $7.04M
ADC
Agree Realty Corp

Real Estate
7.02K
+ 9.74%
$70.68 - $79.12 $496K - $556K
79.2K $5.78M
VIS
Vanguard Industrial ETF

ETFs
697
+ 174.25%
$220.04 - $280.07 $153K - $195K
1.1K $307K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.43K
+ 17.8%
$109.83 - $131.67 $157K - $188K
9.45K $1.2M
SKYY
First Trust Cloud Computing Et

ETFs
343
+ 4.09%
$89.46 - $121.64 $30.7K - $41.7K
8.73K $1.06M
CDNS
Cadence Design Systems Inc

Technology
39
+ 1.09%
$231.64 - $323.08 $9.03K - $12.6K
3.63K $1.12M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.45K
+ 5.94%
$41.1 - $42.37 $183K - $189K
79.4K $3.36M
KRP
Kimbell Royalty Partners, LP

Energy
14.8K
+ 9.75%
$11.58 - $14.61 $172K - $217K
167K $2.33M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
9
+ 0.03%
$75.29 - $91.16 $678 - $820
27.6K $2.49M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.3K
+ 25.04%
$46.79 - $48.56 $201K - $209K
21.5K $1.03M
LADR
Ladder Capital Corp

Real Estate
50.5K
+ 9.7%
$9.86 - $11.4 $498K - $575K
571K $6.14M
CGXU
Capital Group Intl Focus Equit

ETFs
102
+ 0.14%
$21.44 - $27.35 $2.19K - $2.79K
71.8K $1.95M
BSX
Boston Scientific Corp

Healthcare
1.1K
+ 9.65%
$89.7 - $107.41 $98.5K - $118K
12.5K $1.34M
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.07%
$281.67 - $351.0 $1.13K - $1.4K
5.66K $1.99M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.24K
+ 5.47%
$42.72 - $44.24 $181K - $188K
81.7K $3.59M
ETR
Entergy Corp

Utilities
2.6K
+ 20.62%
$79.01 - $86.61 $205K - $225K
15.2K $1.26M
PSX
Phillips 66

Energy
2.94K
+ 7.47%
$92.87 - $125.73 $273K - $370K
42.3K $5.04M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.72K
+ 49.93%
$91.57 - $110.76 $249K - $301K
8.17K $785K
FDLO
Fidelity Covington Tr Low Vola

ETFs
2.84K
+ 88.9%
$54.44 - $62.8 $154K - $178K
6.02K $378K
HWM
Howmet Aerospace Inc.

Industrials
93
+ 3.16%
$112.33 - $186.13 $10.4K - $17.3K
3.04K $564K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.3K
+ 27.07%
$14.97 - $16.79 $154K - $173K
48.3K $808K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
2.86K
+ 1.33%
$6.66 - $8.12 $19K - $23.2K
218K $1.77M
NVO
Novo Nordisk A S

Healthcare
2.54K
+ 33.78%
$58.08 - $81.05 $148K - $206K
10.1K $694K
FELE
Franklin Electric CO Inc

Industrials
3.68K
+ 9.46%
$84.21 - $95.87 $310K - $353K
42.6K $3.83M
WMG
Warner Music Group Corp.

Communication Services
7.4K
+ 86.88%
$25.91 - $31.32 $192K - $232K
15.9K $433K
DXCM
Dexcom Inc

Healthcare
1.2K
+ 40.54%
$59.83 - $87.57 $71.9K - $105K
4.17K $363K
CAH
Cardinal Health Inc

Healthcare
288
+ 7.8%
$125.0 - $168.0 $36K - $48.4K
3.98K $668K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7K
+ 5144.85%
$22.81 - $22.97 $160K - $161K
7.13K $163K
PAYX
Paychex Inc

Industrials
1.93K
+ 14.22%
$137.01 - $159.78 $264K - $308K
15.5K $2.25M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
693
+ 1.37%
$24.38 - $30.18 $16.9K - $20.9K
51.2K $1.54M
UFPI
Ufp Industries Inc

Basic Materials
7.84K
+ 9.59%
$94.93 - $109.1 $744K - $856K
89.6K $8.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
15
+ 0.69%
$179.95 - $278.88 $2.7K - $4.18K
2.18K $606K
FTSL
First Trust Senior Ln Fund

ETFs
3.22K
+ 48.4%
$44.58 - $46.07 $143K - $148K
9.86K $452K
HCA
Hca Healthcare, Inc.

Healthcare
78
+ 2.61%
$317.61 - $387.52 $24.8K - $30.2K
3.07K $1.18M
MARA
Marathon Digital Holdings, Inc.

Financial Services
6.26K
+ 2.71%
N/A
237K $5.36M
PHYS
Sprott Physical Gold Trust

Financial Services
2.63K
+ 4.73%
$22.82 - $26.29 $60.1K - $69.2K
58.4K $1.48M
MMM
3 M CO

Industrials
668
+ 10.37%
$126.09 - $154.15 $84.2K - $103K
7.11K $1.08M
CLH
Clean Harbors Inc

Industrials
127
+ 4.15%
$182.1 - $233.5 $23.1K - $29.7K
3.19K $737K
MGK
Vanguard Mega Cap Growth ETF

ETFs
5
+ 0.22%
$273.67 - $366.17 $1.37K - $1.83K
2.3K $840K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.8K
+ 24.25%
$40.82 - $43.14 $114K - $121K
14.3K $618K
SHEL
Shell PLC

Energy
2.12K
+ 22.61%
$59.75 - $73.05 $126K - $155K
11.5K $808K
A
Agilent Technologies, Inc.

Healthcare
985
+ 41.14%
$99.29 - $120.52 $97.8K - $119K
3.38K $398K
FCPT
Four Corners Property Trust, Inc.

Real Estate
13.5K
+ 9.76%
$26.06 - $28.7 $351K - $386K
151K $4.07M
EXR
Extra Space Storage Inc.

Real Estate
781
+ 47.22%
$126.61 - $152.99 $98.9K - $119K
2.44K $359K
COP
Conocophillips

Energy
6.02K
+ 21.59%
$82.66 - $106.1 $498K - $639K
33.9K $3.04M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
184
+ 10.87%
$201.28 - $266.34 $37K - $49K
1.88K $499K
Activity Summary
Buys All Purchases 843 New Holdings 128 Increased Positions 715 Sells All Sells 391 Reductions 391 Sold out 0 Options Calls 9 Puts 1
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email