Aptus Capital Advisors, LLC Portfolio Holdings
Aptus Capital Advisors, LLC
- $8.97 Billion
- Q1 2025
Aptus Capital Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $8.97 Billion distributed in 1680 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $496M, ETF Ser Solutions Aptus Define with a value of $322M, Apple Inc. with a value of $236M, Microsoft Corp with a value of $193M, and Nvidia Corp with a value of $177M.
Examining the 13F form we can see an increase of $70.3M in the current position value, from $8.9B to 8.97B.
Below you can find more details about Aptus Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.97 Billion
ETFs: $4.34 Billion
Technology: $1.29 Billion
Financial Services: $567 Million
Consumer Cyclical: $498 Million
Healthcare: $420 Million
Industrials: $356 Million
Communication Services: $281 Million
Consumer Defensive: $232 Million
Other: $614 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,680
- Current Value $8.97 Billion
- Prior Value $8.9 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 99 stocks
- Additional Purchases 658 stocks
- Sold out of 0 stocks
- Reduced holdings in 421 stocks