test

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
CTBICommunity Tr Bancorp Inc
Recent Activity
New Position
0.01%
$607,689
12,237 shares@ $49.66 avg price
PSNParsons Corp Del
Recent Activity
New Position
0.01%
$562,982
5,430 shares@ $103.68 avg price
TRMKTrustmark Corp
Recent Activity
New Position
0.01%
$537,376
16,888 shares@ $31.82 avg price
HWCHancock Whitney Corporation
Recent Activity
New Position
0.01%
$478,593
9,353 shares@ $51.17 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$448,905
6,949 shares@ $64.6 avg price
DFAXDimensional Etf Trust
Recent Activity
New Position
0.01%
$342,892
12,695 shares@ $27.02 avg price
PPGPpg Inds Inc
Recent Activity
New Position
0.01%
$326,249
2,463 shares@ $132.47 avg price
HPQHp Inc
Recent Activity
New Position
0.01%
$311,925
8,696 shares@ $35.87 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$297,752
1,972 shares@ $150.99 avg price
IBDQIshares Tr
Recent Activity
New Position
0.01%
$291,612
11,618 shares@ $25.11 avg price