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Asset Manager ← All Institutions

Aptus Capital Advisors, LLC

Q2 2025 · Filed 2025-08-11
Market Value
$10.0B
+14.1%
Holdings
1,529
+52
New Purchases
121
Added To
708
Closed
38
Reduced
387
Top 10 Concentration
25.4%
Turnover
10.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEFA 1.66% 0.05% +1.62% $167M
NVDA 2.68% 2.02% +0.67% $269M
QQQ 0.95% 0.36% +0.59% $96M
MSFT 2.68% 2.20% +0.49% $269M
BSCX 1.28% 0.91% +0.36% $128M
XOM 0.56% 0.22% +0.35% $56M
BSCW 1.55% 1.21% +0.34% $155M
AVGO 0.84% 0.60% +0.25% $84M
HD 0.40% 0.16% +0.24% $40M
ORCL 0.33% 0.13% +0.20% $33M
CSX 0.21% 0.02% +0.20% $21M
BKLC 0.21% 0.05% +0.16% $21M
META 1.02% 0.86% +0.15% $102M
ACIO 5.80% 5.65% +0.15% $581M
AMT 0.32% 0.17% +0.15% $32M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IDEV 0.59% 1.78% -1.19% $59M
IBDT 0.00% 0.67% -0.67% $15K
CVX 0.09% 0.58% -0.49% $9M
GOVT 0.00% 0.47% -0.47% $7K
AAPL 2.27% 2.69% -0.42% $228M
BSCS 0.04% 0.44% -0.39% $4M
JUCY 1.34% 1.71% -0.37% $134M
PULS 0.27% 0.55% -0.28% $27M
UNH 0.23% 0.50% -0.27% $23M
LOW 0.07% 0.32% -0.24% $7M
XLF 0.02% 0.21% -0.19% $2M
UNP 0.07% 0.26% -0.19% $7M
BMY 0.03% 0.22% -0.19% $3M
PLD 0.01% 0.19% -0.19% $846K
XLC 0.00% 0.19% -0.18% $363K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $2.8B 28.4%
Large Cap 625 $3.3B 33.4%
Mid Cap 357 $1.9B 18.9%
Small Cap 321 $1.6B 16.1%
Micro Cap 151 $328M 3.3%

Portfolio Analytics

Avg Market Cap
$62.0B
Median Market Cap
$7.6B
Avg P/E
30.7
Median P/E
23.3
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
591
# ETFs / Funds
938

Top Holdings (1,529 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACIO 5.80% 14,030,460 $581M $41.40 $85M +1,217,144 +9.5%
2 DRSK 3.80% 13,229,192 $380M $28.74 $58M +1,422,195 +12.1%
3 NVDA 2.68% 1,701,365 $269M $157.99 $92M +67,634 +4.1%
4 MSFT 2.68% 540,290 $269M $497.41 $76M +26,662 +5.2%
5 AAPL 2.27% 1,109,968 $228M $205.17 -$8M +47,040 +4.4%
6 OSCV 1.89% 5,248,401 $190M $36.11 $20M +381,438 +7.8%
7 IEFA 1.66% 1,997,064 $167M $83.48 $163M +1,942,058 +3530.6%
8 BSCW 1.55% 7,526,250 $155M $20.60 $49M +2,327,601 +44.8%
9 AMZN 1.52% 694,678 $152M $219.39 $30M +49,069 +7.6%
10 BSCV 1.51% 9,159,336 $151M $16.53 $28M +1,565,845 +20.6%
11 IDUB 1.41% 6,366,571 $142M $22.26 $17M +397,684 +6.7%
12 JUCY 1.34% 6,038,041 $134M $22.23 -$16M -531,630 -8.1%
13 IBDW 1.34% 6,360,248 $134M $21.04 $10M +383,809 +6.4%
14 BSCU 1.33% 7,931,126 $133M $16.78 $9M +477,323 +6.4%
15 ADME 1.29% 2,673,240 $129M $48.20 $14M +83,220 +3.2%
16 BSCX 1.28% 6,025,655 $128M $21.20 $48M +2,191,668 +57.2%
17 VEA 1.18% 2,065,183 $118M $57.01 $16M +73,137 +3.7%
18 IBDU 1.17% 5,030,084 $117M $23.33 $8M +303,559 +6.4%
19 IBDV 1.14% 5,197,575 $114M $21.98 $8M +313,617 +6.4%
20 IBDX 1.08% 4,261,556 $108M $25.28 $8M +257,121 +6.4%
21 SPEM 1.07% 2,505,869 $107M $42.74 $23M +368,913 +17.3%
22 META 1.02% 138,204 $102M $738.09 $26M +6,469 +4.9%
23 SPLG 0.97% 1,338,746 $97M $72.69 $6M -46,535 -3.4%
24 DUBS 0.96% 2,858,550 $97M $33.80 -$2M -340,189 -10.6%
25 QQQ 0.95% 173,323 $96M $551.64 $64M +105,627 +156.0%
26 GOOG 0.93% 523,307 $93M $177.39 $17M +35,413 +7.3%
27 JPM 0.91% 314,340 $91M $289.91 $17M +12,244 +4.0%
28 RSP 0.86% 471,910 $86M $181.74 $10M +33,988 +7.8%
29 AVGO 0.84% 306,028 $84M $275.65 $32M -6,788 -2.2%
30 V 0.78% 220,615 $78M $355.05 $8M +20,299 +10.1%
31 VOO 0.69% 121,176 $69M $568.03 $14M +13,641 +12.7%
32 WMT 0.63% 647,024 $63M $97.78 $9M +34,455 +5.6%
33 IBDS 0.63% 2,581,593 $63M $24.27 $4M +156,316 +6.5%
34 SCHX 0.62% 2,553,030 $62M $24.44 $8M +96,879 +3.9%
35 SCHD 0.62% 2,345,429 $62M $26.50 -$3M -661 -0.0%
36 BSCT 0.60% 3,228,386 $60M $18.70 $4M +178,916 +5.9%
37 IDEV 0.59% 778,922 $59M $76.04 -$97M -1,493,916 -65.7%
38 TSLA 0.59% 185,107 $59M $317.66 $14M +12,716 +7.4%
39 VWO 0.58% 1,174,659 $58M $49.46 $12M +152,538 +14.9%
40 PGR 0.57% 214,883 $57M $266.86 $996K +15,780 +7.9%
41 XOM 0.56% 523,630 $56M $107.80 $37M +362,937 +225.9%
42 BUFR 0.54% 1,712,987 $54M $31.80 $6M +70,048 +4.3%
43 SPY 0.52% 83,970 $52M $617.87 $6M +1,503 +1.8%
44 FBND 0.52% 1,128,200 $52M $45.75 $2M +30,931 +2.8%
45 NFLX 0.51% 38,056 $51M $1,339.13 $18M +2,677 +7.6%
46 SCHB 0.51% 2,133,520 $51M $23.83 $7M +85,913 +4.2%
47 CGDV 0.47% 1,200,583 $47M $39.49 $3M -39,132 -3.2%
48 NOW 0.45% 43,784 $45M $1,028.08 $16M +6,929 +18.8%
49 GSEW 0.44% 540,589 $44M $81.54 $7M +52,423 +10.7%
50 SYK 0.42% 107,488 $43M $395.63 $5M +6,501 +6.4%
51 PG 0.42% 266,602 $42M $159.32 $1M +24,776 +10.2%
52 BRK-B 0.42% 85,931 $42M $485.77 -$2M +3,167 +3.8%
53 LLY 0.42% 53,440 $42M $779.53 $1M +4,573 +9.4%
54 GOOGL 0.41% 233,513 $41M $176.23 $7M +15,025 +6.9%
55 HD 0.40% 109,890 $40M $366.64 $26M +71,709 +187.8%
56 CAT 0.37% 94,915 $37M $388.21 $1M -13,219 -12.2%
57 SPYG 0.35% 371,030 $35M $95.32 $7M +18,831 +5.3%
58 BKAG 0.34% 815,929 $34M $42.18 $10M +235,355 +40.5%
59 SO 0.34% 373,438 $34M $91.83 $4M +40,245 +12.1%
60 VCSH 0.34% 431,091 $34M $79.50 $2M +19,145 +4.7%
61 IXUS 0.34% 440,107 $34M $77.31 $4M +7,510 +1.7%
62 RDVY 0.34% 542,059 $34M $62.74 $4M +23,126 +4.5%
63 BAC 0.34% 710,397 $34M $47.32 $4M +3,834 +0.5%
64 COST 0.33% 33,897 $34M $989.95 $5M +3,291 +10.8%
65 MS 0.33% 234,951 $33M $140.86 $7M +13,987 +6.3%
66 ORCL 0.33% 150,410 $33M $218.63 $22M +69,317 +85.5%
67 AMT 0.32% 144,991 $32M $221.09 $17M +75,760 +109.4%
68 BLK 0.32% 30,541 $32M $1,049.24 $5M +2,096 +7.4%
69 FANG 0.31% 222,425 $31M $137.40 $13M +114,190 +105.5%
70 SPDW 0.30% 732,670 $30M $40.49 $5M +53,403 +7.9%
71 IVV 0.29% 47,505 $29M $620.90 $5M +3,768 +8.6%
72 JEPI 0.29% 513,453 $29M $56.85 -$715K -9,914 -1.9%
73 ISRG 0.29% 53,379 $29M $543.41 $5M +5,771 +12.1%
74 AMAT 0.28% 153,733 $28M $183.07 $9M +19,018 +14.1%
75 HON 0.28% 120,707 $28M $232.88 $4M +8,135 +7.2%
76 PEP 0.28% 211,845 $28M $132.04 -$4M -1,832 -0.9%
77 INTU 0.28% 35,193 $28M $787.63 $7M +1,946 +5.8%
78 LIN 0.28% 58,784 $28M $469.18 -$4M -9,444 -13.8%
79 QUAL 0.27% 150,184 $27M $182.82 $897K -5,235 -3.4%
80 SHY 0.27% 328,267 $27M $82.86 $16M +194,040 +144.6%
81 BR 0.27% 111,464 $27M $243.07 $2M +8,545 +8.3%
82 PULS 0.27% 542,812 $27M $49.76 -$21M -419,602 -43.6%
83 MCD 0.27% 92,218 $27M $292.17 -$751K +3,560 +4.0%
84 DFAI 0.27% 776,956 $27M $34.57 $2M -12,045 -1.5%
85 FRDM 0.27% 658,174 $27M $40.40 $15M +314,451 +91.5%
86 VTI 0.27% 87,459 $27M $303.93 $15M +46,114 +111.5%
87 BBIN 0.26% 391,319 $26M $67.50 $7M +82,455 +26.7%
88 CRWD 0.26% 51,706 $26M $509.31 $10M +6,019 +13.2%
89 IGLD 0.25% 1,168,769 $25M $21.71 $14M +630,916 +117.3%
90 ABBV 0.25% 136,445 $25M $185.62 -$501K +13,171 +10.7%
91 JNJ 0.25% 162,484 $25M $152.75 -$1M +5,978 +3.8%
92 CHE 0.24% 50,256 $24M $486.93 -$3M +5,210 +11.6%
93 JCPB 0.24% 509,890 $24M $47.06 $2M +39,701 +8.4%
94 CTAS 0.23% 105,340 $23M $222.87 $3M +6,064 +6.1%
95 UNH 0.23% 73,739 $23M $311.97 -$21M -10,494 -12.5%
96 ABT 0.23% 169,056 $23M $136.01 $2M +7,527 +4.7%
97 IWF 0.23% 53,998 $23M $424.58 $3M -1,431 -2.6%
98 DUK 0.23% 193,009 $23M $118.00 $3M +34,011 +21.4%
99 ADI 0.23% 95,412 $23M $238.02 $4M +4,103 +4.5%
100 NOC 0.23% 45,214 $23M $499.98 $579K +2,192 +5.1%

Options Breakdown

12 Calls $2.1B Call Value 2 Puts $53M Put Value 0.03 P/C Ratio

Top Calls

SymbolSharesValueStatus
TLT 5,000,000 $441M NEW
NVDA 2,500,000 $395M NEW
TMO 800,000 $324M NEW
LLY 400,000 $312M NEW
NOW 230,000 $236M NEW
CORZ 10,000,000 $171M NEW
TSLA 400,000 $127M
QQQ 95,200 $53M NEW
IEF 401,200 $38M NEW
UBER $0 SOLD

Top Puts

SymbolSharesValueStatus
QQQ 95,200 $53M NEW
HYG $0 SOLD

New Positions

SymbolValue% Port
USDU $14M 0.14%
FLS $8M 0.08%
CLS $4M 0.04%
MRVL $4M 0.04%
ROAD $4M 0.04%
VFLO $3M 0.03%
LQTI $3M 0.03%
XFIV $2M 0.02%
RYE $2M 0.02%
ISCV $1M 0.01%
VEEV $802K 0.01%
BITB $782K 0.01%
RKT $733K 0.01%
ANSS $672K 0.01%
HOOD $655K 0.01%

Sold Out Positions

SymbolValue% Port
CODI —%
LYB —%
BLDR —%
BF-A —%
RVT —%
HPQ —%
ABEV —%
MAS —%
VALE —%
RPM —%
SHAK —%
BF-B —%
CHDN —%
IBKR —%
GCT —%
View SEC EDGAR Filings for Aptus Capital Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms