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Aptus Capital Advisors

Latest statistics and disclosures from Aptus Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ACIO, DRSK, NVDA, SPY, VXUS, and represent 19.79% of Aptus Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$169M), ACIO (+$108M), SPY (+$93M), SGOV (+$77M), GOVT (+$74M), DRSK (+$48M), OSCV (+$41M), QQQ (+$39M), IEF (+$35M), IWF (+$34M).
Started 164 new stock positions in Etf Ser Solutions, Blackstone Digital Infrastructure Trust, DIVI, QQQE, EMKT, GJUN, HWC, GSIE, SAN, SAIC.
Reduced shares in these 10 stocks: NFLX (-$249M), VGSH (-$61M), XBI (-$42M), IHE (-$25M), IGLD (-$24M), CAT (-$22M), , TIP (-$18M), Honeywell International (-$17M), BKLC (-$15M).
Sold out of its positions in SGOL, ADC, APA, APLD, ACHR, ASPN, ADSK, B, BYND, BURL.
Aptus Capital Advisors was a net buyer of stock by $814M.
Aptus Capital Advisors has $15B in assets under management (AUM), dropping by 14.77%.
Central Index Key (CIK): 0001664193

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Positions held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aptus Capital Advisors

Aptus Capital Advisors holds 1746 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Aptus Capital Advisors has 1746 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aptus Capital Advisors June 30, 2026 positions
Download the Aptus Capital Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Etf Ser Solutions Aptus Collrd Inv (ACIO)	5.9	$858M	+14%	19M	46.14	View chart
Etf Ser Solutions Aptus Defined (DRSK)	3.7	$548M	+9%	19M	28.75	View chart
NVIDIA Corporation (NVDA)	3.4	$503M	+50%	2.5M	200.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.4	$494M	+23%	662k	746.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.4	$491M	+2%	5.7M	85.49	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.1	$447M	+7%	5.1M	87.88	View chart
Apple (AAPL)	2.4	$353M	+8%	1.2M	289.36	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	1.9	$276M	+17%	6.5M	42.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$238M	+19%	324k	736.40	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	1.4	$209M	+3%	7.6M	27.48	View chart
Microsoft Corporation (MSFT)	1.4	$206M	+2%	551k	373.02	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$186M		527k	353.33	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.2	$183M		8.9M	20.51	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.2	$178M		11M	16.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$176M	+3%	2.5M	71.25	View chart
Amazon (AMZN)	1.2	$174M	+3%	729k	238.34	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	1.2	$173M	+8%	4.1M	41.65	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	1.1	$168M	+13%	8.0M	21.05	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.1	$163M		6.5M	25.19	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	1.1	$159M	+4%	2.8M	55.65	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.1	$157M		7.5M	20.84	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.1	$156M		9.4M	16.64	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.0	$151M		6.5M	23.16	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.9	$134M		6.2M	21.80	View chart
Broadcom (AVGO)	0.9	$125M	+15%	332k	377.75	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.8	$117M	-11%	816k	143.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$108M	+5%	157k	686.81	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.7	$106M	+5%	4.8M	21.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$103M	+50%	1.1M	94.57	View chart
JPMorgan Chase & Co. (JPM)	0.7	$99M		303k	327.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$86M	+2%	2.9M	29.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$85M	+28%	398k	212.77	View chart
Visa Com Cl A (V)	0.6	$83M	+6%	243k	343.09	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$82M	+1552%	815k	100.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$79M	+6%	1.3M	59.69	View chart
Tesla Motors (TSLA)	0.5	$78M		184k	420.60	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$74M	+68067%	3.2M	22.78	View chart
Meta Platforms Cl A (META)	0.5	$73M	-3%	129k	563.29	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	0.5	$73M		3.5M	20.66	View chart
Exxon Mobil Corporation (XOM)	0.5	$71M	+5%	521k	136.72	View chart
Micron Technology (MU)	0.5	$71M		61k	1154.29	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.5	$70M		1.4M	49.28	View chart
Wal-Mart Stores (WMT)	0.5	$70M		621k	113.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$70M	+3%	196k	357.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$67M	+4%	2.3M	28.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$66M		132k	500.39	View chart
Eli Lilly & Co. (LLY)	0.4	$64M		54k	1199.43	View chart
Caterpillar (CAT)	0.4	$62M	-26%	58k	1064.90	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.4	$61M	+71%	2.4M	26.05	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.4	$59M		1.6M	36.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$59M	+81%	1.4M	41.25	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$59M	+3%	1.3M	45.49	View chart
Advanced Micro Devices (AMD)	0.4	$58M	+3%	100k	580.91	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	0.4	$58M	+7%	2.1M	28.20	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$54M	+2%	670k	81.06	View chart
Etf Ser Solutions Aptu Defd In Etf (DEFR)	0.4	$54M	+10%	2.0M	26.75	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.4	$53M	+3%	561k	94.42	View chart
Lam Research Corp Com New (LRCX)	0.4	$53M	-12%	121k	433.33	View chart
Johnson & Johnson (JNJ)	0.4	$51M	+4%	202k	253.97	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.3	$51M	+5%	651k	78.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$50M	+20%	163k	302.97	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$48M		664k	72.90	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.3	$48M	+4%	1.1M	41.95	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$48M	+4%	399k	118.99	View chart
Progressive Corporation (PGR)	0.3	$46M	+6%	213k	218.45	View chart
Applied Materials (AMAT)	0.3	$46M		64k	723.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$45M	+329%	359k	124.19	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.3	$44M	+7%	874k	50.39	View chart
Quanta Services (PWR)	0.3	$43M	-4%	60k	720.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$42M		1.3M	31.71	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$41M	+6%	822k	49.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$41M	+13%	54k	748.89	View chart
Procter & Gamble Company (PG)	0.3	$39M	+5%	268k	146.64	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.3	$39M		2.0M	19.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$38M	+3%	479k	79.03	View chart
Diamondback Energy (FANG)	0.3	$37M		210k	175.78	View chart
Intel Corporation (INTC)	0.2	$36M	+3%	257k	139.63	View chart
Amphenol Corp Cl A (APH)	0.2	$36M	+5%	203k	176.32	View chart
Abbvie (ABBV)	0.2	$36M	+5%	142k	251.64	View chart
Linde SHS (LIN)	0.2	$35M	+3%	67k	518.94	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.2	$35M		1.4M	24.88	View chart
Cisco Systems (CSCO)	0.2	$35M		294k	117.46	View chart
Home Depot (HD)	0.2	$34M	+55%	96k	352.68	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$33M		151k	219.43	View chart
Southern Company (SO)	0.2	$33M	-10%	342k	95.71	View chart
Blackrock (BLK)	0.2	$32M	+3%	33k	961.56	View chart
Pepsi (PEP)	0.2	$32M		233k	135.40	View chart
PNC Financial Services (PNC)	0.2	$31M	-15%	127k	246.22	View chart
Chemed Corp Com Stk (CHE)	0.2	$30M	+4%	64k	465.74	View chart
UnitedHealth (UNH)	0.2	$30M	+22%	71k	415.63	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$29M		618k	46.94	View chart
Costco Wholesale Corporation (COST)	0.2	$29M		31k	935.47	View chart
Citigroup Com New (C)	0.2	$28M	-2%	202k	139.96	View chart
CSX Corporation (CSX)	0.2	$28M	+3%	594k	47.53	View chart
Ge Aerospace Com New (GE)	0.2	$28M	+2%	75k	373.73	View chart
Duke Energy Corp Com New (DUK)	0.2	$28M	+3%	221k	126.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$28M		554k	50.57	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$28M	+16%	289k	96.49	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$28M	+70915%	1.0M	27.41	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$27M		1.4M	19.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$27M	+8%	278k	95.44	View chart
Goldman Sachs (GS)	0.2	$26M	+2%	26k	1011.37	View chart
Chevron Corporation (CVX)	0.2	$26M	+3%	158k	165.76	View chart
Merck & Co (MRK)	0.2	$26M	+4%	202k	128.50	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$26M	+3%	600k	43.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$25M	-5%	440k	56.48	View chart
Netflix (NFLX)	0.2	$25M	-91%	344k	71.40	View chart
McDonald's Corporation (MCD)	0.2	$24M	+2%	89k	270.31	View chart
Thermo Fisher Scientific (TMO)	0.2	$24M		47k	501.36	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$24M	+9%	243k	96.56	View chart
Morgan Stanley Com New (MS)	0.2	$22M	+2%	107k	209.04	View chart
Nextera Energy (NEE)	0.1	$22M	+4%	250k	87.77	View chart
Palo Alto Networks (PANW)	0.1	$22M		64k	341.02	View chart
Altria (MO)	0.1	$22M	+2%	304k	71.95	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$21M	+1050%	359k	59.73	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$21M	+4%	197k	107.62	View chart
Raytheon Technologies Corp (RTX)	0.1	$21M		110k	189.73	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$20M	-17%	39k	521.53	View chart
Oracle Corporation (ORCL)	0.1	$20M	+3%	137k	146.55	View chart
Nvent Elec SHS (NVT)	0.1	$20M		118k	169.61	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$20M		394k	50.35	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$20M	+4%	321k	61.60	View chart
Kla Corp Com New (KLAC)	0.1	$20M	+946%	65k	301.71	View chart
International Business Machines (IBM)	0.1	$20M	+2%	70k	281.21	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$20M		41k	477.57	View chart
Hanover Insurance (THG)	0.1	$20M		91k	214.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$20M		82k	236.62	View chart
Arcosa (ACA)	0.1	$19M		133k	145.29	View chart
Ge Vernova (GEV)	0.1	$19M	+11%	16k	1174.86	View chart
Pulte (PHM)	0.1	$19M	+2%	140k	137.21	View chart
Texas Roadhouse (TXRH)	0.1	$19M		98k	193.23	View chart
Servicenow (NOW)	0.1	$19M	+9%	188k	99.28	View chart
Marriott Intl Cl A (MAR)	0.1	$19M	+2%	50k	370.59	View chart
TJX Companies (TJX)	0.1	$18M	+3%	121k	151.50	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$18M	-4%	195k	91.64	View chart
Intuitive Surgical Com New (ISRG)	0.1	$18M	-25%	45k	397.68	View chart
Applovin Corp Com Cl A (APP)	0.1	$18M		34k	515.23	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$18M	+2%	336k	52.15	View chart
Qualcomm (QCOM)	0.1	$18M		95k	184.79	View chart
Eaton Corp SHS (ETN)	0.1	$18M	+2%	41k	426.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$18M	+3%	47k	370.04	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$17M	+7%	210k	81.94	View chart
A10 Networks (ATEN)	0.1	$17M		458k	37.36	View chart
Viper Energy Cl A (VNOM)	0.1	$17M		395k	42.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$17M	+2%	101k	164.27	View chart
Stryker Corporation (SYK)	0.1	$17M	+4%	52k	314.84	View chart
Cummins (CMI)	0.1	$16M	+71%	23k	713.21	View chart
PriceSmart (PSMT)	0.1	$16M		82k	195.34	View chart
Digital Realty Trust (DLR)	0.1	$16M	+2%	89k	179.58	View chart
Cintas Corporation (CTAS)	0.1	$16M	+3%	93k	170.08	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$16M	+6%	206k	76.55	View chart
Enterprise Financial Services (EFSC)	0.1	$16M		238k	65.88	View chart
Amgen (AMGN)	0.1	$16M	+3%	43k	362.12	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$15M	+2%	298k	51.78	View chart
Deere & Company (DE)	0.1	$15M		24k	634.33	View chart
Copart (CPRT)	0.1	$15M	+19%	541k	28.19	View chart
Hawkins (HWKN)	0.1	$15M		107k	142.10	View chart
Sandisk Corp (SNDK)	0.1	$15M	+5%	6.6k	2273.73	View chart
American Tower Reit (AMT)	0.1	$15M	+9%	91k	163.57	View chart
Texas Instruments Incorporated (TXN)	0.1	$15M	+13%	50k	298.07	View chart
Ensign (ENSG)	0.1	$15M		93k	160.30	View chart
Primerica (PRI)	0.1	$15M		52k	284.20	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.1	$15M		448k	33.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$15M	+4%	61k	242.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$15M	-12%	94k	158.03	View chart
Stock Yards Ban (SYBT)	0.1	$15M		191k	76.47	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.1	$15M	+2%	152k	96.02	View chart
Wintrust Financial Corporation (WTFC)	0.1	$14M		89k	160.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$14M	-3%	194k	73.41	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$14M	+19%	105k	134.72	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.1	$14M		307k	45.59	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$14M		108k	127.81	View chart
Northrop Grumman Corporation (NOC)	0.1	$14M	+4%	27k	509.31	View chart
Palantir Technologies Cl A (PLTR)	0.1	$14M	-26%	117k	116.67	View chart
Devon Energy Corporation (DVN)	0.1	$14M	-10%	330k	41.32	View chart
Flowserve Corporation (FLS)	0.1	$13M		181k	74.16	View chart
Intercontinental Exchange (ICE)	0.1	$13M	+2%	107k	123.11	View chart
Kadant (KAI)	0.1	$13M		42k	314.23	View chart
Lowe's Companies (LOW)	0.1	$13M	-38%	59k	220.49	View chart
Encompass Health Corp (EHC)	0.1	$13M		129k	101.08	View chart
German American Ban (GABC)	0.1	$13M		274k	47.46	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$13M	+2%	37k	342.83	View chart
Metropcs Communications (TMUS)	0.1	$13M	-6%	76k	167.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$13M	-2%	86k	148.31	View chart
Uber Technologies (UBER)	0.1	$13M	+3%	177k	72.16	View chart
Samsara Com Cl A (IOT)	0.1	$13M	+74%	391k	32.43	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.1	$13M	+13%	254k	49.88	View chart
Meta Financial (CASH)	0.1	$13M		145k	87.06	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$12M		226k	54.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$12M	+16%	163k	75.79	View chart
KB Home (KBH)	0.1	$12M		196k	62.59	View chart
Owens Corning (OC)	0.1	$12M		77k	158.96	View chart
Dell Technologies CL C (DELL)	0.1	$12M	+264%	28k	431.46	View chart
Welltower Inc Com reit (WELL)	0.1	$12M	+2%	54k	226.97	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.1	$12M		250k	47.73	View chart
Bank of America Corporation (BAC)	0.1	$12M		207k	56.98	View chart
Western Digital (WDC)	0.1	$12M		18k	638.72	View chart
Marvell Technology (MRVL)	0.1	$12M	+772%	39k	297.89	View chart
Abbott Laboratories (ABT)	0.1	$12M	-20%	128k	90.74	View chart
Analog Devices (ADI)	0.1	$12M	+2%	29k	397.17	View chart
New Jersey Resources Corporation (NJR)	0.1	$12M		205k	56.04	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$12M		175k	65.61	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$11M	+3%	138k	82.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$11M	+3%	28k	409.50	View chart
EastGroup Properties (EGP)	0.1	$11M		56k	202.53	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$11M	-2%	237k	47.20	View chart
Home BancShares (HOMB)	0.1	$11M		387k	28.55	View chart
Equinix (EQIX)	0.1	$11M	+2%	11k	1042.39	View chart
West Bancorporation Cap Stk (WTBA)	0.1	$11M		411k	26.53	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$11M	+15%	11k	965.00	View chart
Boyd Gaming Corporation (BYD)	0.1	$11M		122k	88.33	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$11M		267k	40.21	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$11M	-3%	363k	29.40	View chart
Materion Corporation (MTRN)	0.1	$11M		36k	297.39	View chart
Walt Disney Company (DIS)	0.1	$11M		110k	96.25	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$10M	+9%	394k	26.50	View chart
National Fuel Gas (NFG)	0.1	$10M		135k	77.21	View chart
Copa Holdings Sa Cl A (CPA)	0.1	$10M		67k	155.57	View chart
American Express Company (AXP)	0.1	$10M	-32%	30k	338.25	View chart
Essential Properties Realty reit (EPRT)	0.1	$10M		339k	29.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$10M	+8%	200k	50.58	View chart
At&t (T)	0.1	$10M	+2%	485k	20.70	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$10M	+11%	86k	117.09	View chart
Arista Networks Com Shs (ANET)	0.1	$10M	+2%	59k	169.88	View chart
Corning Incorporated (GLW)	0.1	$9.8M	+4%	39k	255.43	View chart
Verizon Communications (VZ)	0.1	$9.8M	+2%	232k	42.34	View chart
Victory Cap Hldgs Inc Del Com Cl A (VCTR)	0.1	$9.8M		117k	84.06	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$9.8M		166k	58.92	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$9.7M		67k	144.48	View chart
Ida (IDA)	0.1	$9.7M		64k	151.30	View chart
Sherwin-Williams Company (SHW)	0.1	$9.7M	+2%	28k	344.32	View chart
Lakeland Financial Corporation (LKFN)	0.1	$9.6M		156k	61.72	View chart
Freeport Mcmoran CL B (FCX)	0.1	$9.6M	+3%	153k	62.89	View chart
Boeing Company (BA)	0.1	$9.6M		44k	216.47	View chart
Gilead Sciences (GILD)	0.1	$9.5M		75k	126.34	View chart
Service Corporation International (SCI)	0.1	$9.5M		125k	75.96	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$9.4M	+7%	224k	41.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$9.3M	+18%	25k	368.38	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$9.2M		46k	199.81	View chart
Newmont Mining Corporation (NEM)	0.1	$9.1M	+3%	98k	93.40	View chart
Charles Schwab Corporation (SCHW)	0.1	$9.1M	+2%	99k	92.27	View chart
Automatic Data Processing (ADP)	0.1	$9.1M	+2%	41k	223.95	View chart
Union Pacific Corporation (UNP)	0.1	$9.1M	+5%	33k	272.00	View chart
Etf Ser Solutions Mcelhenny Shefld (MSMR)	0.1	$9.1M		258k	35.16	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$9.1M	-11%	88k	103.22	View chart
Houlihan Lokey Cl A (HLI)	0.1	$9.0M		67k	134.13	View chart
Anthem (ELV)	0.1	$8.8M	+134%	23k	386.73	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$8.8M		74k	119.13	View chart
Pfizer (PFE)	0.1	$8.8M		365k	24.08	View chart
Lockheed Martin Corporation (LMT)	0.1	$8.8M		17k	509.46	View chart

Past Filings by Aptus Capital Advisors

SEC 13F filings are viewable for Aptus Capital Advisors going back to 2018

Aptus Capital Advisors 2026 Q2 filed Aug. 12, 2026
Aptus Capital Advisors 2026 Q1 filed May 11, 2026
Aptus Capital Advisors 2025 Q4 filed Feb. 13, 2026
Aptus Capital Advisors 2025 Q3 filed Nov. 12, 2025
Aptus Capital Advisors 2025 Q2 filed Aug. 11, 2025
Aptus Capital Advisors 2025 Q1 filed May 13, 2025
Aptus Capital Advisors 2024 Q4 filed Feb. 14, 2025
Aptus Capital Advisors 2024 Q3 filed Nov. 5, 2024
Aptus Capital Advisors 2024 Q2 filed July 31, 2024
Aptus Capital Advisors 2024 Q1 filed May 15, 2024
Aptus Capital Advisors 2023 Q3 filed Nov. 8, 2023
Aptus Capital Advisors 2023 Q2 filed Aug. 11, 2023
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

View all past filings

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