Aptus Capital Advisors, LLC Sells in Q1 2025

Aptus Capital Advisors, LLC

  • $8.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.55M
- 83.57%
$24.5 - $24.95 $38.1M - $38.7M
305K $7.56M
XOM
Exxon Mobil Corp

Energy
-372K
- 69.85%
$105.44 - $118.93 $39.2M - $44.3M
161K $19.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-629K
- 99.79%
$50.39 - $50.66 $31.7M - $31.9M
1.3K $65K
LMT
Lockheed Martin Corp

Industrials
-53.8K
- 82.15%
$423.19 - $506.29 $22.8M - $27.3M
11.7K $5.23M
AVGO
Broadcom Inc.

Technology
-17.2K
- 5.22%
$167.43 - $244.7 $2.89M - $4.22M
313K $52.4M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-38.2K
- 0.3%
$38.36 - $41.43 $1.46M - $1.58M
12.8M $496M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-210K
- 13.18%
$64.88 - $72.1 $13.6M - $15.2M
1.39M $91.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34.3K
- 79.83%
$497.6 - $606.74 $17.1M - $20.8M
8.67K $4.31M
KO
Coca Cola CO

Consumer Defensive
-303K
- 75.63%
$60.81 - $72.32 $18.4M - $21.9M
97.5K $6.98M
CSX
Csx Corp

Industrials
-504K
- 91.16%
$29.11 - $33.67 $14.7M - $17M
48.8K $1.44M
NOW
Service Now, Inc.

Technology
-1.74K
- 4.51%
$783.83 - $1170.39 $1.36M - $2.04M
36.9K $29.3M
ACN
Accenture PLC

Technology
-24.8K
- 34.6%
$300.91 - $398.25 $7.47M - $9.89M
46.9K $14.6M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-71.6K
- 2.69%
$43.95 - $48.5 $3.15M - $3.47M
2.59M $115M
ADBE
Adobe Inc.

Technology
-20.1K
- 81.26%
$377.84 - $464.11 $7.59M - $9.32M
4.63K $1.78M
FANG
Diamondback Energy, Inc.

Energy
-52.8K
- 32.8%
$139.9 - $180.18 $7.39M - $9.52M
108K $17.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32.9K
- 28.46%
$442.66 - $534.52 $14.6M - $17.6M
82.8K $44.1M
PAVE
Global X Fds Us Infrastructure

ETFs
-192K
- 98.56%
$37.31 - $43.82 $7.16M - $8.41M
2.81K $105K
AIQ
Global X Funds Global X Artifi

ETFs
-194K
- 99.91%
$36.38 - $42.77 $7.04M - $8.28M
168 $6K
HCA
Hca Healthcare, Inc.

Healthcare
-24.2K
- 89.02%
$296.7 - $345.55 $7.19M - $8.38M
2.99K $1.03M
AMAT
Applied Materials Inc

Technology
-20.3K
- 13.09%
$145.06 - $195.51 $2.94M - $3.97M
135K $19.5M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-39.7K
- 49.11%
$105.24 - $117.4 $4.18M - $4.66M
41.2K $4.38M
VUG
Vanguard Growth ETF

ETFs
-11.2K
- 91.79%
$369.1 - $427.61 $4.15M - $4.81M
1.01K $373K
FCX
Freeport Mcmoran Inc

Basic Materials
-118K
- 62.87%
$34.5 - $43.01 $4.07M - $5.08M
69.7K $2.64M
SLB
Schlumberger Limited

Energy
-108K
- 86.23%
$38.4 - $43.74 $4.16M - $4.74M
17.3K $723K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-18K
- 3.95%
$169.43 - $182.84 $3.05M - $3.29M
438K $75.9M
ET
Energy Transfer LP

Energy
-116K
- 9.08%
$17.26 - $21.08 $2M - $2.44M
1.16M $21.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.45K
- 4.24%
$360.07 - $417.26 $884K - $1.02M
55.4K $20M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-40.2K
- 23.04%
$81.83 - $82.73 $3.29M - $3.33M
134K $11.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.27K
- 1.52%
$551.42 - $612.93 $701K - $779K
82.5K $46.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.2K
- 6.15%
$168.16 - $186.21 $1.71M - $1.9M
155K $26.6M
HP
Helmerich & Payne, Inc.

Energy
-68.7K
- 41.62%
$24.69 - $36.7 $1.7M - $2.52M
96.4K $2.52M
VGSH
Vanguard

ETFs
-43.9K
- 36.14%
$58.07 - $58.69 $2.55M - $2.58M
77.6K $4.55M
KRP
Kimbell Royalty Partners, LP

Energy
-127K
- 45.46%
$13.35 - $16.45 $1.69M - $2.08M
152K $2.13M
EPD
Enterprise Products Partners L.P.

Energy
-62K
- 81.62%
$31.75 - $34.14 $1.97M - $2.12M
14K $476K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-22.5K
- 58.39%
$85.29 - $92.57 $1.92M - $2.08M
16K $1.46M
MRK
Merck & Co., Inc.

Healthcare
-7.05K
- 7.72%
$83.01 - $101.02 $585K - $712K
84.3K $7.57M
SUB
Ishares Short Term National Mu

ETFs
-11.6K
- 46.77%
$105.3 - $106.24 $1.22M - $1.24M
13.2K $1.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-47.7K
- 52.19%
$25.54 - $27.64 $1.22M - $1.32M
43.7K $1.19M
COP
Conocophillips

Energy
-13.7K
- 32.88%
$88.6 - $105.85 $1.21M - $1.45M
27.9K $2.93M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.22K
- 7.35%
$302.31 - $337.54 $671K - $750K
28K $8.59M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-2.37K
- 2.06%
$68.07 - $78.99 $161K - $187K
112K $7.65M
VTI
Vanguard Total Stock Market Et

ETFs
-1.57K
- 3.65%
$271.18 - $303.12 $425K - $475K
41.3K $11.4M
NTLA
Intellia Therapeutics, Inc.

Healthcare
-50.2K
- 36.04%
$7.11 - $12.8 $357K - $643K
89.1K $633K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-23.7K
- 23.49%
$44.28 - $45.4 $1.05M - $1.07M
77.1K $3.48M
PFE
Pfizer Inc

Healthcare
-27.6K
- 12.37%
$25.01 - $27.13 $691K - $749K
196K $4.96M
XLK
Technology Sector Spdr

ETFs
-3.02K
- 26.57%
$206.38 - $242.18 $624K - $732K
8.36K $1.73M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-15.5K
- 32.63%
$45.72 - $51.73 $711K - $804K
32.1K $1.48M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-14.1K
- 15.72%
$87.68 - $94.52 $1.24M - $1.33M
75.6K $7.08M
BA
Boeing CO

Industrials
-4.58K
- 38.2%
$148.15 - $186.25 $679K - $853K
7.41K $1.26M
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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