Aptus Capital Advisors, LLC Portfolio Holdings
Aptus Capital Advisors, LLC
- $11.2 Billion
- Q2 2025
Aptus Capital Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $11.2 Billion distributed in 1751 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 $581M, ETF Ser Solutions Aptus Define with a value of $380M, Microsoft Corp with a value of $269M, Nvidia Corp with a value of $269M, and Apple Inc. with a value of $228M.
Examining the 13F form we can see an increase of $2.21B in the current position value, from $8.97B to 11.2B.
Below you can find more details about Aptus Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$11.2 Billion
ETFs: $4.96 Billion
Technology: $1.96 Billion
Healthcare: $1.05 Billion
Financial Services: $641 Million
Consumer Cyclical: $597 Million
Industrials: $441 Million
Communication Services: $365 Million
Consumer Defensive: $243 Million
Other: $502 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 1,751
- Current Value $11.2 Billion
- Prior Value $8.97 Billion
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 128 stocks
- Additional Purchases 715 stocks
- Sold out of 0 stocks
- Reduced holdings in 391 stocks