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Brett Mathew Wickmann

@Aptus Capital Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$6.703BTotal holdings1231
Assets growth rate18.03%Assets growth rate (2-Q avg)11.85%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Aptus Capital Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1231 positions.

Assets under management

The assets under management (AUM) of Aptus Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.703B in assets, with a quarterly growth rate of 18.03% and a 2-quarter average growth rate of 11.85%. The portfolio is managed by Brett Mathew Wickmann, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VVVValvoline Inc
Recent Activity
Exited
0%
$7.762M
179,680 shares@ $43.2 avg price
GNTXGentex Corp
Recent Activity
Exited
0%
$4.617M
136,959 shares@ $33.72 avg price
MSMMsc Indl Direct Inc
Recent Activity
Exited
0%
$2.432M
30,669 shares@ $79.31 avg price
MTZMastec Inc
Recent Activity
Exited
0%
$2.313M
21,616 shares@ $107.0 avg price
RICKRci Hospitality Hldgs Inc
Recent Activity
Exited
0%
$2.25M
51,663 shares@ $43.56 avg price
APLEApple Hospitality Reit Inc
Recent Activity
Exited
0%
$2.214M
152,295 shares@ $14.55 avg price
VACMarriott Vacations Worldwide
Recent Activity
Exited
0%
$2.027M
23,216 shares@ $87.32 avg price
SILASila Realty Trust Inc
Recent Activity
Exited
0%
$1.184M
55,922 shares@ $21.18 avg price
MGMMgm Resorts International
Recent Activity
Exited
0%
$1.006M
22,634 shares@ $44.45 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Exited
0%
$896,274
17,170 shares@ $52.2 avg price