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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
QEFASpdr Index Shs Fds
Recent Activity
Decreased -0.03%
0.16%
$10.103M
125,531 shares@ $80.49 avg price
IWBIshares Tr
Recent Activity
Decreased -0.04%
0.15%
$9.448M
30,052 shares@ $314.39 avg price
XMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -1.49%
0.14%
$9.263M
261,009 shares@ $35.49 avg price
MTUMIshares Tr
Recent Activity
Decreased -15.09%
0.13%
$8.268M
40,776 shares@ $202.77 avg price
IXNIshares Tr
Recent Activity
Decreased -0.17%
0.1%
$6.299M
76,320 shares@ $82.54 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -1.88%
0.1%
$6.235M
71,018 shares@ $87.8 avg price
IVLUIshares Tr
Recent Activity
Decreased -3.72%
0.1%
$6.038M
204,474 shares@ $29.53 avg price
VLUEIshares Tr
Recent Activity
Decreased -28.61%
0.09%
$5.929M
54,372 shares@ $109.05 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -52.69%
0.08%
$5.259M
32,052 shares@ $164.08 avg price
QJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -8.78%
0.08%
$5.178M
191,714 shares@ $27.01 avg price