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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
ACIOEtf Ser Solutions
Recent Activity
Increased 15.05%
5.93%
$397.133M
9.993M shares@ $39.75 avg price
DRSKEtf Ser Solutions
Recent Activity
Increased 15.38%
3.3%
$220.948M
7.807M shares@ $28.31 avg price
AVGOBroadcom Inc
Recent Activity
Increased 3523.51%
2.68%
$179.622M
1.041M shares@ $172.51 avg price
AAPLApple Inc
Recent Activity
Increased 21.23%
2.6%
$174.136M
747,364 shares@ $233.0 avg price
OSCVEtf Ser Solutions
Recent Activity
Increased 7.33%
2.42%
$161.888M
4.323M shares@ $37.46 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 17.66%
2.39%
$160.175M
372,241 shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Increased 23.34%
2.21%
$147.636M
1.216M shares@ $121.44 avg price
JUCYEtf Ser Solutions
Recent Activity
Increased 6.92%
1.94%
$129.98M
5.6M shares@ $23.22 avg price
IDEVIshares Tr
Recent Activity
Increased 4.39%
1.76%
$117.424M
1.658M shares@ $70.83 avg price
IDUBEtf Ser Solutions
Recent Activity
Increased 7.32%
1.57%
$104.999M
4.819M shares@ $21.8 avg price