Aptus Capital Advisors
Latest statistics and disclosures from Aptus Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DRSK, ACIO, DDOG, ADME, OSCV, and represent 25.29% of Aptus Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: ACIO (+$57M), DRSK (+$51M), OSCV (+$31M), ADME (+$24M), IDME (+$22M), SPLG (+$20M), JEPI (+$17M), Linde (+$16M), BSCV (+$14M), ET (+$12M).
- Started 135 new stock positions in SNOW, MMP, ZTS, CHD, SLV, MMM, CGXU, TAN, BOTZ, VOOG.
- Reduced shares in these 10 stocks: IBDS (-$24M), ORCL (-$13M), Linde (-$13M), PHM (-$9.9M), BSCP (-$8.3M), SGOV (-$7.7M), NVDA (-$7.6M), SPY (-$7.2M), CVX (-$6.3M), SPDW (-$6.3M).
- Sold out of its positions in AADR, SENT, A, AB, ALL, AMRN, APH, ADM, ANET, ATO.
- Aptus Capital Advisors was a net buyer of stock by $340M.
- Aptus Capital Advisors has $3.7B in assets under management (AUM), dropping by 14.28%.
- Central Index Key (CIK): 0001664193
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Portfolio Holdings for Aptus Capital Advisors
Aptus Capital Advisors holds 786 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Aptus Capital Advisors has 786 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Aptus Capital Advisors March 31, 2023 positions
- Download the Aptus Capital Advisors March 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Etf Ser Solutions Aptus Defined (DRSK) | 7.3 | $273M | +23% | 11M | 25.97 |
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Etf Ser Solutions Aptus Collrd Inv (ACIO) | 6.9 | $258M | +28% | 8.5M | 30.19 |
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Datadog Cl A Com Call Option (DDOG) | 3.9 | $145M | 2.0M | 72.66 |
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Etf Ser Solutions Aptus Drawdown (ADME) | 3.8 | $141M | +20% | 4.1M | 34.60 |
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Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 3.4 | $125M | +32% | 4.0M | 31.14 |
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Ishares Tr Ibds Dec28 Etf (IBDT) | 2.8 | $103M | -2% | 4.1M | 24.94 |
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Ishares Tr Ibonds 27 Etf (IBDS) | 2.8 | $102M | -18% | 4.3M | 23.82 |
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Apple (AAPL) | 2.5 | $94M | +12% | 570k | 164.90 |
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 2.3 | $85M | -5% | 4.4M | 19.16 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 2.2 | $81M | -9% | 4.0M | 20.28 |
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Microsoft Corporation (MSFT) | 2.0 | $75M | +3% | 260k | 288.30 |
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Ishares Tr Msci Eafe Etf Put Option (EFA) | 1.9 | $72M | 1.0M | 71.52 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.6 | $61M | +48% | 1.3M | 48.15 |
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Ishares Tr Core Msci Intl (IDEV) | 1.6 | $58M | -5% | 958k | 60.47 |
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Setup an alertAptus Capital Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
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Ishares Tr Ibonds Dec 29 (IBDU) | 1.5 | $56M | 2.4M | 22.88 |
|
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Listed Fd Tr Horizon Kinetics (INFL) | 1.1 | $42M | +32% | 1.4M | 30.84 |
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Ishares Tr Ibonds Dec 2030 (IBDV) | 1.1 | $42M | +17% | 1.9M | 21.53 |
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Etf Ser Solutions Intl Drawdwn Mng (IDME) | 1.1 | $41M | +119% | 2.1M | 19.80 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $35M | +93% | 647k | 54.60 |
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Ishares Tr Ibonds Dec 2031 (IBDW) | 0.9 | $35M | +40% | 1.7M | 20.64 |
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Ishares Tr Intl Div Grwth (IGRO) | 0.9 | $34M | +46% | 564k | 60.62 |
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.9 | $32M | 1.7M | 19.30 |
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Alphabet Cap Stk Cl C (GOOG) | 0.8 | $31M | +2% | 301k | 104.00 |
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.8 | $29M | +29% | 1.8M | 16.49 |
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Amazon (AMZN) | 0.8 | $28M | +3% | 275k | 103.29 |
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.8 | $28M | 1.5M | 18.29 |
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.7 | $28M | 1.4M | 20.07 |
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NVIDIA Corporation (NVDA) | 0.7 | $25M | -23% | 90k | 277.77 |
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T Rowe Price Etf Price Div Grwt (TDVG) | 0.6 | $24M | +86% | 748k | 31.95 |
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Exxon Mobil Corporation (XOM) | 0.6 | $24M | +10% | 216k | 109.66 |
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JPMorgan Chase & Co. (JPM) | 0.6 | $23M | +7% | 174k | 130.31 |
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Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.6 | $23M | +155% | 1.4M | 16.24 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $22M | -16% | 654k | 34.13 |
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Visa Com Cl A (V) | 0.6 | $22M | +11% | 97k | 225.46 |
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UnitedHealth (UNH) | 0.6 | $22M | -6% | 46k | 472.59 |
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Tesla Motors (TSLA) | 0.5 | $21M | +3% | 99k | 207.46 |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.5 | $20M | +13% | 442k | 44.87 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $20M | +141% | 431k | 45.17 |
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Chemed Corp Com Stk (CHE) | 0.5 | $19M | 35k | 537.76 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $18M | +6% | 391k | 46.95 |
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First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.5 | $18M | -4% | 242k | 72.94 |
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Nextera Energy (NEE) | 0.5 | $17M | 221k | 77.08 |
|
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $17M | 55k | 308.77 |
|
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Progressive Corporation (PGR) | 0.4 | $17M | +46% | 117k | 143.06 |
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Lockheed Martin Corporation (LMT) | 0.4 | $17M | +63% | 35k | 472.73 |
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Broadcom (AVGO) | 0.4 | $16M | +116% | 25k | 641.55 |
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Linde SHS | 0.4 | $16M | NEW | 45k | 355.44 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $15M | +23% | 314k | 48.37 |
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Procter & Gamble Company (PG) | 0.4 | $15M | +22% | 101k | 148.69 |
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Home Depot (HD) | 0.4 | $15M | +4% | 50k | 295.12 |
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Pioneer Natural Resources (PXD) | 0.4 | $15M | 72k | 204.24 |
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Pepsi (PEP) | 0.4 | $14M | -7% | 78k | 182.30 |
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Thermo Fisher Scientific (TMO) | 0.4 | $14M | +7% | 25k | 576.40 |
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Anthem (ELV) | 0.4 | $14M | -4% | 30k | 459.81 |
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Analog Devices (ADI) | 0.4 | $14M | +48% | 70k | 197.22 |
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Stryker Corporation (SYK) | 0.4 | $14M | +47% | 48k | 285.48 |
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Intuit (INTU) | 0.4 | $14M | +473% | 31k | 445.83 |
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American Tower Reit (AMT) | 0.4 | $14M | +125% | 66k | 204.34 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $13M | -35% | 32k | 410.73 |
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Johnson & Johnson (JNJ) | 0.3 | $13M | -5% | 84k | 155.01 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $13M | +105% | 320k | 40.40 |
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Dollar General (DG) | 0.3 | $13M | +2% | 61k | 210.46 |
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Caterpillar (CAT) | 0.3 | $13M | +4% | 55k | 228.84 |
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Meta Platforms Cl A (META) | 0.3 | $13M | +51% | 59k | 211.94 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $13M | +7448% | 1.0M | 12.47 |
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Southern Company (SO) | 0.3 | $12M | -4% | 175k | 69.58 |
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Metropcs Communications (TMUS) | 0.3 | $12M | +7% | 83k | 144.84 |
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McDonald's Corporation (MCD) | 0.3 | $12M | +11% | 43k | 279.61 |
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Adobe Systems Incorporated (ADBE) | 0.3 | $11M | +68% | 30k | 385.36 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $11M | +429% | 30k | 376.07 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $11M | -8% | 39k | 285.81 |
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Wal-Mart Stores (WMT) | 0.3 | $11M | -24% | 73k | 147.57 |
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Abbvie (ABBV) | 0.3 | $11M | +5% | 67k | 159.37 |
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Servicenow (NOW) | 0.3 | $11M | +24% | 23k | 464.72 |
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Bank of America Corporation (BAC) | 0.3 | $11M | 366k | 28.60 |
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Applied Materials (AMAT) | 0.3 | $10M | +46% | 85k | 122.83 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $10M | +636% | 71k | 144.62 |
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Eli Lilly & Co. (LLY) | 0.3 | $10M | -13% | 30k | 343.42 |
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CSX Corporation (CSX) | 0.3 | $10M | +45% | 337k | 29.94 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $10M | +17% | 96k | 103.73 |
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BlackRock (BLK) | 0.3 | $9.7M | +64% | 14k | 669.10 |
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Honeywell International (HON) | 0.3 | $9.6M | +15% | 50k | 191.12 |
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $9.4M | NEW | 208k | 45.09 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $9.3M | +102% | 61k | 154.01 |
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Fiserv (FISV) | 0.2 | $9.2M | +49% | 81k | 113.03 |
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Texas Instruments Incorporated (TXN) | 0.2 | $9.1M | -17% | 49k | 186.01 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $9.1M | -45% | 90k | 100.58 |
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Marriott Intl Cl A (MAR) | 0.2 | $8.9M | +49% | 53k | 166.04 |
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TJX Companies (TJX) | 0.2 | $8.8M | +22% | 113k | 78.36 |
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Morgan Stanley Com New (MS) | 0.2 | $8.5M | +46% | 97k | 87.80 |
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Pfizer (PFE) | 0.2 | $8.5M | +31% | 208k | 40.80 |
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Prologis (PLD) | 0.2 | $8.3M | +172% | 67k | 124.77 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $8.2M | +11% | 118k | 69.75 |
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Diamondback Energy (FANG) | 0.2 | $8.1M | +16% | 60k | 135.17 |
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Ishares Tr Core Msci Total (IXUS) | 0.2 | $8.0M | +5272% | 130k | 61.95 |
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Merck & Co (MRK) | 0.2 | $8.0M | -16% | 75k | 106.54 |
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Charles River Laboratories (CRL) | 0.2 | $7.9M | +3905% | 39k | 201.82 |
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Marsh & McLennan Companies (MMC) | 0.2 | $7.8M | +18% | 47k | 166.55 |
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FedEx Corporation (FDX) | 0.2 | $7.7M | +47% | 34k | 228.51 |
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $7.5M | +4194% | 57k | 132.01 |
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Deere & Company (DE) | 0.2 | $7.3M | +47% | 18k | 412.96 |
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Copart (CPRT) | 0.2 | $7.3M | -20% | 97k | 75.21 |
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Waste Management (WM) | 0.2 | $7.0M | +99% | 43k | 163.17 |
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Vanguard World Fds Energy Etf (VDE) | 0.2 | $6.9M | +70% | 61k | 114.23 |
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Pulte (PHM) | 0.2 | $6.9M | -58% | 119k | 58.30 |
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Costco Wholesale Corporation (COST) | 0.2 | $6.9M | +29% | 14k | 496.88 |
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Abbott Laboratories (ABT) | 0.2 | $6.7M | -7% | 66k | 101.26 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $6.5M | +4% | 171k | 37.91 |
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Roper Industries (ROP) | 0.2 | $6.5M | -11% | 15k | 440.70 |
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Cisco Systems (CSCO) | 0.2 | $6.5M | +72% | 124k | 52.27 |
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Broadridge Financial Solutions (BR) | 0.2 | $6.3M | +28% | 43k | 147.28 |
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Ensign (ENSG) | 0.2 | $6.0M | +11% | 63k | 95.54 |
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Paypal Holdings (PYPL) | 0.2 | $6.0M | +5% | 79k | 75.94 |
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Walt Disney Company (DIS) | 0.2 | $5.9M | +5% | 59k | 100.13 |
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Altria (MO) | 0.2 | $5.9M | -6% | 132k | 44.69 |
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Intercontinental Exchange (ICE) | 0.2 | $5.8M | -31% | 56k | 104.29 |
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Texas Roadhouse (TXRH) | 0.1 | $5.5M | +13% | 51k | 108.06 |
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Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 0.1 | $5.2M | +5% | 232k | 22.33 |
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Churchill Downs (CHDN) | 0.1 | $5.2M | +13% | 20k | 257.05 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $5.1M | +225% | 102k | 50.32 |
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Valvoline Inc Common (VVV) | 0.1 | $5.1M | +13% | 147k | 34.94 |
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Viper Energy Partners Com Unt Rp Int (VNOM) | 0.1 | $5.1M | +13% | 182k | 28.00 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $5.0M | -3% | 187k | 26.95 |
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Public Storage (PSA) | 0.1 | $5.0M | -19% | 16k | 302.14 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.8M | +167% | 15k | 321.40 |
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Hanover Insurance (THG) | 0.1 | $4.6M | +10% | 36k | 128.50 |
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Tetra Tech (TTEK) | 0.1 | $4.6M | +12% | 31k | 146.91 |
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Lincoln Electric Holdings (LECO) | 0.1 | $4.5M | +13% | 27k | 169.10 |
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KB Home (KBH) | 0.1 | $4.5M | -10% | 112k | 40.18 |
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Citigroup Com New (C) | 0.1 | $4.5M | +1646% | 96k | 46.89 |
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Hubbell (HUBB) | 0.1 | $4.5M | +13% | 19k | 243.31 |
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Landstar System (LSTR) | 0.1 | $4.4M | -2% | 25k | 179.26 |
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Hingham Institution for Savings (HIFS) | 0.1 | $4.4M | +13% | 19k | 233.44 |
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Forward Air Corporation (FWRD) | 0.1 | $4.3M | -4% | 40k | 107.76 |
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Casey's General Stores (CASY) | 0.1 | $4.3M | +28% | 20k | 216.46 |
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ICF International (ICFI) | 0.1 | $4.3M | -11% | 39k | 109.70 |
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Bristol Myers Squibb (BMY) | 0.1 | $4.2M | +38% | 61k | 69.31 |
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Nike CL B (NKE) | 0.1 | $4.2M | +113% | 34k | 122.68 |
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California Water Service (CWT) | 0.1 | $4.2M | +13% | 72k | 58.20 |
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Netflix (NFLX) | 0.1 | $4.0M | -8% | 12k | 345.48 |
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Atlantica Sustainable Infr P SHS (AY) | 0.1 | $4.0M | +12% | 136k | 29.56 |
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Owens Corning (OC) | 0.1 | $3.9M | +9% | 41k | 95.94 |
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Kforce (KFRC) | 0.1 | $3.8M | +12% | 61k | 63.24 |
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Freeport-mcmoran CL B (FCX) | 0.1 | $3.8M | -22% | 92k | 40.91 |
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First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $3.7M | +392% | 62k | 59.72 |
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Enterprise Financial Services (EFSC) | 0.1 | $3.7M | +13% | 82k | 44.59 |
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EastGroup Properties (EGP) | 0.1 | $3.6M | +13% | 22k | 165.32 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $3.6M | -30% | 62k | 58.54 |
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Chord Energy Corporation Com New (CHRD) | 0.1 | $3.6M | +13% | 27k | 134.60 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.6M | +1760% | 34k | 105.50 |
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Compass Diversified Sh Ben Int (CODI) | 0.1 | $3.6M | +12% | 187k | 19.08 |
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Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $3.6M | -8% | 35k | 101.18 |
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Marriott Vacations Wrldwde Cp (VAC) | 0.1 | $3.5M | +12% | 26k | 134.86 |
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Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $3.4M | +14% | 145k | 23.70 |
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Stock Yards Ban (SYBT) | 0.1 | $3.4M | +13% | 62k | 55.14 |
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Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $3.4M | +11% | 37k | 92.69 |
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Kadant (KAI) | 0.1 | $3.4M | +13% | 16k | 208.52 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $3.4M | +29670% | 30k | 115.08 |
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Sitio Royalties Corp Class A Com (STR) | 0.1 | $3.4M | +44% | 151k | 22.60 |
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New Jersey Resources Corporation (NJR) | 0.1 | $3.4M | NEW | 64k | 53.20 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $3.4M | -3% | 148k | 23.02 |
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Helmerich & Payne (HP) | 0.1 | $3.4M | +13% | 94k | 35.75 |
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Arcosa (ACA) | 0.1 | $3.3M | +12% | 53k | 63.11 |
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Schlumberger Com Stk (SLB) | 0.1 | $3.3M | +108% | 67k | 49.12 |
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Ishares U S Etf Tr Gold Strategy (IAUF) | 0.1 | $3.3M | -56% | 55k | 59.13 |
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Otter Tail Corporation (OTTR) | 0.1 | $3.3M | +13% | 45k | 72.27 |
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Gra (GGG) | 0.1 | $3.3M | +31% | 45k | 73.01 |
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Lakeland Financial Corporation (LKFN) | 0.1 | $3.3M | +13% | 52k | 62.64 |
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Ufp Industries (UFPI) | 0.1 | $3.3M | +13% | 41k | 79.47 |
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Rci Hospitality Hldgs (RICK) | 0.1 | $3.3M | -20% | 42k | 78.17 |
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Preferred Bk Los Angeles Ca Com New (PFBC) | 0.1 | $3.2M | +13% | 59k | 54.81 |
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Sherwin-Williams Company (SHW) | 0.1 | $3.2M | -29% | 14k | 224.77 |
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Pool Corporation (POOL) | 0.1 | $3.2M | -40% | 9.4k | 342.44 |
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Ashland (ASH) | 0.1 | $3.2M | NEW | 31k | 102.71 |
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Comfort Systems USA (FIX) | 0.1 | $3.1M | -5% | 22k | 145.96 |
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Primerica (PRI) | 0.1 | $3.1M | +26% | 18k | 172.24 |
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Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.1 | $3.1M | +13% | 35k | 89.51 |
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Boyd Gaming Corporation (BYD) | 0.1 | $3.1M | +13% | 48k | 64.12 |
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Aptar (ATR) | 0.1 | $3.1M | +12% | 26k | 118.19 |
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Essential Properties Realty reit (EPRT) | 0.1 | $3.0M | +13% | 122k | 24.85 |
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Chevron Corporation (CVX) | 0.1 | $2.9M | -68% | 18k | 163.16 |
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West Bancorporation Cap Stk (WTBA) | 0.1 | $2.9M | +13% | 160k | 18.27 |
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German American Ban (GABC) | 0.1 | $2.9M | +13% | 87k | 33.37 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.8M | +546% | 11k | 249.45 |
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Old Second Ban (OSBC) | 0.1 | $2.8M | +13% | 198k | 14.06 |
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Terreno Realty Corporation (TRNO) | 0.1 | $2.8M | NEW | 43k | 64.60 |
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Encompass Health Corp (EHC) | 0.1 | $2.7M | +13% | 50k | 54.10 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.7M | +98% | 13k | 204.09 |
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Schwab Charles Family Amt Tax Free Mny | 0.1 | $2.6M | NEW | 2.6M | 1.00 |
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Home BancShares (HOMB) | 0.1 | $2.6M | +13% | 121k | 21.71 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $2.6M | +294% | 10k | 255.47 |
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Columbia Sportswear Company (COLM) | 0.1 | $2.5M | +13% | 28k | 90.24 |
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Agree Realty Corporation (ADC) | 0.1 | $2.5M | +34% | 36k | 68.61 |
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Franklin Electric (FELE) | 0.1 | $2.5M | NEW | 26k | 94.10 |
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Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $2.5M | NEW | 98k | 25.04 |
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Washington Trust Ban (WASH) | 0.1 | $2.5M | +13% | 71k | 34.66 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.4M | +44% | 33k | 73.83 |
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Tractor Supply Company (TSCO) | 0.1 | $2.4M | +2% | 10k | 235.05 |
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Sapiens Intl Corp N V SHS (SPNS) | 0.1 | $2.4M | NEW | 111k | 21.72 |
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Evertec (EVTC) | 0.1 | $2.4M | +13% | 70k | 33.75 |
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Pacific Premier Ban (PPBI) | 0.1 | $2.4M | +13% | 98k | 24.02 |
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Wisdomtree Tr Blmbg Us Bull (USDU) | 0.1 | $2.4M | -48% | 91k | 26.07 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $2.4M | +137% | 6.1k | 385.48 |
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Ishares Tr Short Treas Bd (SHV) | 0.1 | $2.3M | +1372% | 21k | 110.50 |
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Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $2.3M | +1253% | 46k | 50.25 |
|
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $2.2M | 193k | 11.67 |
|
|
Ladder Cap Corp Cl A (LADR) | 0.1 | $2.2M | +78% | 237k | 9.45 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $2.2M | +405% | 87k | 25.48 |
|
Ishares Tr Global Energ Etf (IXC) | 0.1 | $2.2M | +289% | 59k | 37.76 |
|
Entegris (ENTG) | 0.1 | $2.2M | +13% | 27k | 82.01 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.1M | +384% | 11k | 189.56 |
|
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) | 0.1 | $2.1M | 65k | 31.99 |
|
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $2.1M | +29% | 42k | 48.92 |
|
Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $2.1M | NEW | 86k | 23.77 |
|
National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $2.0M | +43% | 49k | 41.78 |
|
Civitas Resources Com New (CIVI) | 0.1 | $2.0M | +13% | 30k | 68.34 |
|
Magic Software Enterprises L Ord (MGIC) | 0.1 | $2.0M | 145k | 13.63 |
|
|
Truist Financial Corp equities (TFC) | 0.1 | $1.9M | -8% | 57k | 34.10 |
|
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $1.9M | +4% | 50k | 38.00 |
|
Spartannash (SPTN) | 0.1 | $1.9M | +13% | 77k | 24.80 |
|
Apple Hospitality Reit Com New (APLE) | 0.0 | $1.9M | NEW | 120k | 15.52 |
|
Four Corners Ppty Tr (FCPT) | 0.0 | $1.8M | +13% | 68k | 26.86 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.8M | +18140% | 20k | 90.55 |
|
Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $1.8M | NEW | 76k | 23.80 |
|
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $1.8M | 38k | 46.49 |
|
|
American Express Company (AXP) | 0.0 | $1.8M | +168% | 11k | 164.95 |
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $1.7M | +1990% | 52k | 33.48 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $1.7M | -29% | 18k | 97.93 |
|
Globe Life (GL) | 0.0 | $1.7M | 16k | 110.25 |
|
|
Newtekone Com New (NEWT) | 0.0 | $1.7M | NEW | 133k | 12.80 |
|
General Mills (GIS) | 0.0 | $1.7M | +13% | 19k | 85.46 |
|
Occidental Petroleum Corporation (OXY) | 0.0 | $1.6M | +2% | 26k | 62.61 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $1.5M | -80% | 48k | 32.12 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.5M | +117% | 8.1k | 186.82 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.5M | +166% | 7.1k | 210.93 |
|
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $1.5M | NEW | 64k | 23.19 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.5M | +371% | 15k | 96.70 |
|
Community Healthcare Tr (CHCT) | 0.0 | $1.5M | +13% | 41k | 36.60 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.4M | +9725% | 14k | 99.64 |
|
Lowe's Companies (LOW) | 0.0 | $1.4M | +2% | 7.2k | 199.97 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.4M | -74% | 9.3k | 151.01 |
|
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $1.4M | +118% | 18k | 79.72 |
|
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $1.4M | NEW | 32k | 44.43 |
|
Invesco Quality Municipal Inc Trust (IQI) | 0.0 | $1.4M | -2% | 140k | 9.98 |
|
Air Products & Chemicals (APD) | 0.0 | $1.4M | +183% | 4.8k | 288.96 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.4M | -64% | 42k | 32.15 |
|
Verizon Communications (VZ) | 0.0 | $1.4M | +34% | 35k | 38.89 |
|
Coca-Cola Company (KO) | 0.0 | $1.4M | 22k | 62.50 |
|
|
ConAgra Foods (CAG) | 0.0 | $1.3M | 36k | 37.56 |
|
|
Duke Energy Corp Com New (DUK) | 0.0 | $1.3M | 14k | 96.47 |
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Past Filings by Aptus Capital Advisors
SEC 13F filings are viewable for Aptus Capital Advisors going back to 2018
- Aptus Capital Advisors 2023 Q1 filed May 9, 2023
- Aptus Capital Advisors 2022 Q4 filed Feb. 13, 2023
- Aptus Capital Advisors 2022 Q3 filed Nov. 2, 2022
- Aptus Capital Advisors 2022 Q2 filed July 29, 2022
- Aptus Capital Advisors 2022 Q1 filed May 4, 2022
- Aptus Capital Advisors 2021 Q4 filed Feb. 2, 2022
- Aptus Capital Advisors 2021 Q3 filed Oct. 27, 2021
- Aptus Capital Advisors 2021 Q2 filed July 27, 2021
- Aptus Capital Advisors 2021 Q1 filed May 6, 2021
- Aptus Capital Advisors 2020 Q4 filed Feb. 10, 2021
- Aptus Capital Advisors 2020 Q3 filed Oct. 19, 2020
- Aptus Capital Advisors 2020 Q2 filed July 22, 2020
- Aptus Capital Advisors 2020 Q1 filed May 7, 2020
- Aptus Capital Advisors 2019 Q4 filed Feb. 10, 2020
- Aptus Capital Advisors 2019 Q3 restated filed Nov. 14, 2019
- Aptus Capital Advisors 2019 Q3 filed Nov. 12, 2019