Aptus Capital Advisors, LLC Incresed Positions in Q3 2024

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
284
+ 18.44%
$142.5 - $192.45 $40.5K - $54.7K
1.82K $341K
MDIV
First Trust Multi Asset Divers

ETFs
6.11K
+ 58.7%
$15.69 - $16.76 $95.9K - $102K
16.5K $274K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.42K
+ 9.69%
$85.84 - $85.84 $122K - $122K
16K $1.38M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.9K
+ 93.38%
$48.51 - $52.86 $92.4K - $101K
3.94K $208K
SWK
Stanley Black & Decker, Inc.

Industrials
102
+ 3.18%
$77.75 - $110.17 $7.93K - $11.2K
3.31K $364K
BSX
Boston Scientific Corp

Healthcare
520
+ 5.5%
$72.96 - $84.0 $37.9K - $43.7K
9.97K $835K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
4.21K
+ 11.33%
$23.41 - $23.78 $98.6K - $100K
41.4K $980K
ECL
Ecolab Inc.

Basic Materials
268
+ 11.94%
$228.86 - $255.76 $61.3K - $68.5K
2.51K $641K
SHOP
Shopify Inc.

Technology
315
+ 5.48%
$52.26 - $80.75 $16.5K - $25.4K
6.06K $485K
ETR
Entergy Corp

Utilities
116
+ 3.21%
$104.75 - $131.61 $12.2K - $15.3K
3.73K $490K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
4.27K
+ 97.78%
$23.15 - $23.58 $98.8K - $101K
8.64K $203K
KMB
Kimberly Clark Corp

Consumer Defensive
634
+ 23.75%
$135.05 - $148.35 $85.6K - $94.1K
3.3K $470K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
4.3K
+ 97.24%
$22.87 - $23.34 $98.3K - $100K
8.72K $202K
HIG
Hartford Financial Services Group, Inc.

Financial Services
353
+ 10.34%
$98.71 - $117.61 $34.8K - $41.5K
3.77K $443K
EMR
Emerson Electric CO

Industrials
966
+ 12.34%
$98.19 - $118.87 $94.9K - $115K
8.79K $961K
PH
Parker Hannifin Corp

Industrials
31
+ 5.02%
$501.01 - $635.92 $15.5K - $19.7K
649 $410K
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.13%
$294.75 - $326.73 $2.06K - $2.29K
5.26K $1.72M
CVS
Cvs Health Corp

Healthcare
865
+ 7.71%
$55.81 - $63.18 $48.3K - $54.7K
12.1K $758K
CME
Cme Group Inc.

Financial Services
121
+ 4.19%
$193.43 - $220.62 $23.4K - $26.7K
3.01K $663K
BK
Bank Of New York Mellon Corp

Financial Services
271
+ 4.24%
$59.54 - $72.17 $16.1K - $19.6K
6.67K $478K
EXC
Exelon Corp

Utilities
905
+ 9.62%
$34.24 - $40.55 $31K - $36.7K
10.3K $418K
GLW
Corning Inc

Technology
1.12K
+ 16.94%
$37.76 - $46.2 $42.1K - $51.5K
7.7K $347K
WELL
Welltower Inc.

Real Estate
109
+ 3.42%
$104.0 - $129.74 $11.3K - $14.1K
3.3K $421K
IT
Gartner Inc

Technology
82
+ 10.43%
$441.32 - $516.47 $36.2K - $42.4K
868 $439K
UBER
Uber Technologies, Inc

Technology
847
+ 8.95%
$58.48 - $77.47 $49.5K - $65.6K
10.3K $775K
VGT
Vanguard Information Technolog

ETFs
85
+ 2.45%
$514.43 - $606.85 $43.7K - $51.6K
3.56K $2.09M
ROK
Rockwell Automation, Inc

Industrials
351
+ 22.66%
$248.27 - $294.37 $87.1K - $103K
1.9K $510K
OKE
Oneok Inc

Energy
518
+ 13.23%
$78.62 - $95.27 $40.7K - $49.3K
4.43K $403K
AON
Aon PLC

Financial Services
95
+ 10.12%
$293.16 - $351.06 $27.9K - $33.4K
1.03K $357K
UL
Unilever PLC

Consumer Defensive
349
+ 5.87%
$54.7 - $65.59 $19.1K - $22.9K
6.3K $409K
SMBK
Smartfinancial Inc.

Financial Services
40
+ 0.28%
$23.14 - $30.18 $926 - $1.21K
14.5K $422K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.28K
+ 801.88%
$55.06 - $62.25 $70.6K - $79.9K
1.44K $88K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.53K
+ 687.77%
$28.25 - $31.7 $71.5K - $80.2K
2.9K $89K
UPS
United Parcel Service Inc

Industrials
620
+ 6.52%
$123.32 - $147.38 $76.5K - $91.4K
10.1K $1.38M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.24K
+ 447.0%
$30.74 - $34.07 $68.7K - $76.1K
2.74K $93K
VBR
Vanguard Small Cap Value ETF

ETFs
220
+ 12.8%
$179.99 - $201.6 $39.6K - $44.4K
1.94K $389K
KR
Kroger CO

Consumer Defensive
667
+ 13.35%
$50.43 - $57.3 $33.6K - $38.2K
5.67K $324K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.08K
+ 51.82%
$56.38 - $61.35 $61.1K - $66.4K
3.17K $194K
HAL
Halliburton CO

Energy
3.54K
+ 58.2%
$27.81 - $36.44 $98.4K - $129K
9.62K $279K
MTB
M&T Bank Corp

Financial Services
114
+ 5.82%
$146.49 - $179.85 $16.7K - $20.5K
2.07K $369K
DD
Du Pont De Nemours, Inc.

Basic Materials
411
+ 9.51%
$77.22 - $89.49 $31.7K - $36.8K
4.74K $421K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
714
+ 165.28%
$100.3 - $100.74 $71.6K - $71.9K
1.15K $115K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
907
+ 6.31%
$46.18 - $48.92 $41.9K - $44.4K
15.3K $742K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.27K
+ 89.4%
$46.96 - $52.62 $59.8K - $67K
2.7K $140K
PDT
John Hancock Premium Dividend Fund

Financial Services
215
+ 0.46%
$11.65 - $13.47 $2.5K - $2.9K
46.6K $617K
AZO
Autozone Inc

Consumer Cyclical
7
+ 2.77%
$2815.0 - $3212.87 $19.7K - $22.5K
260 $819K
IP
International Paper CO

Consumer Cyclical
785
+ 15.13%
$42.55 - $49.98 $33.4K - $39.2K
5.97K $291K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
551
+ 145.0%
$126.87 - $148.36 $69.9K - $81.7K
931 $122K
MCO
Moodys Corp

Financial Services
25
+ 2.41%
$421.49 - $494.67 $10.5K - $12.4K
1.06K $503K
Activity Summary
Buys All Purchases 740 New Holdings 122 Increased Positions 618 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 1 Puts 0
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