Aptus Capital Advisors, LLC Sells in Q2 2025

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.49M
- 65.73%
$61.79 - $76.67 $92.3M - $115M
779K $59.2M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.33M
- 99.97%
$24.94 - $25.42 $58.2M - $59.3M
599 $15K
CVX
Chevron Corp

Energy
-242K
- 79.64%
$133.73 - $168.51 $32.3M - $40.8M
61.8K $8.85M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.79M
- 99.98%
$22.54 - $23.17 $40.3M - $41.4M
319 $7K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-1.68M
- 89.11%
$20.16 - $20.49 $33.9M - $34.4M
205K $4.21M
UNH
Unitedhealth Group Inc

Healthcare
-10.5K
- 12.46%
$274.35 - $599.47 $2.88M - $6.29M
73.7K $23M
PULS
Pgim ETF Tr

ETFs
-420K
- 43.6%
$49.39 - $49.76 $20.7M - $20.9M
543K $27M
LOW
Lowes Companies Inc

Consumer Cyclical
-86.6K
- 72.56%
$210.83 - $235.28 $18.3M - $20.4M
32.7K $7.26M
XLF
Financial Sector Spdr

ETFs
-340K
- 90.18%
$43.92 - $52.37 $14.9M - $17.8M
37K $1.94M
PLD
Prologis, Inc.

Real Estate
-145K
- 94.73%
$89.76 - $112.34 $13M - $16.2M
8.05K $846K
XLC
Select Sector Spdr Tr Communic

ETFs
-165K
- 98.02%
$86.13 - $108.53 $14.3M - $18M
3.35K $363K
UNP
Union Pacific Corp

Industrials
-66.5K
- 69.97%
$208.27 - $238.46 $13.9M - $15.9M
28.6K $6.57M
MKC
Mccormick & CO Inc

Consumer Defensive
-178K
- 96.43%
$71.11 - $82.25 $12.6M - $14.6M
6.58K $499K
EOG
Eog Resources Inc

Energy
-69.1K
- 62.87%
$104.61 - $129.97 $7.23M - $8.98M
40.8K $4.88M
CRM
Salesforce, Inc.

Technology
-33K
- 67.62%
$236.26 - $291.15 $7.8M - $9.61M
15.8K $4.31M
IEMG
Ishares Inc

ETFs
-141K
- 51.75%
N/A
131K $7.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-131K
- 28.43%
$45.12 - $46.23 $5.9M - $6.05M
329K $15.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-10.4K
- 42.71%
$421.16 - $509.5 $4.36M - $5.27M
13.9K $6.18M
HAL
Halliburton CO

Energy
-195K
- 94.61%
$19.26 - $25.7 $3.76M - $5.02M
11.1K $226K
DVN
Devon Energy Corp

Energy
-67.6K
- 15.42%
$26.8 - $37.92 $1.81M - $2.57M
371K $11.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-40.3K
- 56.31%
$102.02 - $103.5 $4.11M - $4.17M
31.2K $3.22M
PEP
Pepsico Inc

Consumer Defensive
-1.83K
- 0.86%
$128.02 - $151.37 $235K - $277K
212K $28M
TMUS
T Mobile Us, Inc.

Communication Services
-4.78K
- 5.14%
$220.99 - $268.54 $1.06M - $1.28M
88.1K $21M
NEE
Nextera Energy Inc

Utilities
-47.9K
- 18.73%
$64.11 - $75.0 $3.07M - $3.59M
208K $14.4M
FISV
Fiserv Inc

Technology
-27.5K
- 25.17%
N/A
81.8K $10.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-661
- 0.03%
$24.32 - $27.87 $16.1K - $18.4K
2.35M $62.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-62.2K
- 36.21%
$47.46 - $55.3 $2.95M - $3.44M
110K $6.04M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-101K
- 89.24%
$30.25 - $38.85 $3.05M - $3.91M
12.1K $470K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-67.2K
- 87.25%
$43.64 - $45.44 $2.93M - $3.06M
9.82K $446K
DHR
Danaher Corp

Healthcare
-9.84K
- 9.29%
$174.64 - $205.16 $1.72M - $2.02M
96.1K $19M
XLE
Energy Sector Spdr

ETFs
-23.7K
- 31.52%
$76.44 - $94.13 $1.81M - $2.23M
51.4K $4.36M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-63.1K
- 79.94%
$37.08 - $42.26 $2.34M - $2.67M
15.8K $655K
MSI
Motorola Solutions, Inc.

Technology
-4.29K
- 10.27%
$394.72 - $440.39 $1.69M - $1.89M
37.4K $15.7M
AMGN
Amgen Inc

Healthcare
-1.67K
- 3.5%
$262.28 - $309.85 $437K - $517K
45.9K $12.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-18.9K
- 26.58%
$105.23 - $109.61 $1.98M - $2.07M
52.1K $5.71M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-34.5K
- 65.46%
$51.36 - $62.5 $1.77M - $2.16M
18.2K $1.14M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-31.9K
- 19.86%
$45.95 - $47.33 $1.46M - $1.51M
129K $6.06M
VCIT
Vanguard Intermediate Term Cor

ETFs
-15.1K
- 22.15%
$79.56 - $82.92 $1.2M - $1.25M
53.1K $4.4M
TGT
Target Corp

Consumer Defensive
-9.06K
- 20.34%
$88.76 - $105.77 $805K - $959K
35.5K $3.5M
FDX
Fedex Corp

Industrials
-3.91K
- 31.06%
$198.07 - $245.17 $774K - $958K
8.67K $1.97M
HYG
Ishares Tr

ETFs
-13.6K
- 23.28%
$75.75 - $80.65 $1.03M - $1.1M
44.9K $3.62M
USFR
Wisdomtree Floating Rate Treas

ETFs
-18.8K
- 6.13%
$50.28 - $50.47 $944K - $948K
288K $14.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-12.3K
- 12.03%
$75.05 - $77.34 $920K - $948K
89.6K $6.93M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-17.4K
- 10.69%
$51.68 - $52.76 $899K - $917K
145K $7.66M
USRT
Ishares Core U.S. Reit ETF

ETFs
-14.5K
- 89.48%
$50.37 - $57.97 $730K - $840K
1.7K $96K
CHTR
Charter Communications, Inc.

Communication Services
-2.12K
- 75.07%
$321.68 - $427.25 $682K - $906K
704 $287K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.91K
- 1.89%
$51.14 - $57.0 $507K - $565K
513K $29.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8.62K
- 8.64%
$114.78 - $133.31 $990K - $1.15M
91.2K $12.2M
HSY
Hershey CO

Consumer Defensive
-2.81K
- 7.07%
$151.29 - $173.13 $426K - $487K
37K $6.13M
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