Aptus Capital Advisors, LLC Portfolio Holdings
Aptus Capital Advisors, LLC
- $12.7 Billion
- Q3 2025
Aptus Capital Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $12.7 Billion distributed in 1818 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 $599M, ETF Ser Solutions Aptus Define with a value of $388M, Nvidia Corp with a value of $325M, Apple Inc. with a value of $288M, and Microsoft Corp with a value of $283M.
Examining the 13F form we can see an increase of $1.55B in the current position value, from $11.2B to 12.7B.
Below you can find more details about Aptus Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$12.7 Billion
ETFs: $5.75 Billion
Technology: $1.87 Billion
Communication Services: $1.02 Billion
Healthcare: $880 Million
Financial Services: $805 Million
Consumer Cyclical: $671 Million
Industrials: $475 Million
Consumer Defensive: $253 Million
Other: $549 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,818
- Current Value $12.7 Billion
- Prior Value $11.2 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 125 stocks
- Additional Purchases 658 stocks
- Sold out of 0 stocks
- Reduced holdings in 477 stocks