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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
DXCMDexcom Inc
Recent Activity
Exited
0%
$334,358
2,949 shares@ $113.39 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$293,940
1,954 shares@ $150.43 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$281,856
344 shares@ $819.35 avg price
MFCManulife Finl Corp
Recent Activity
Exited
0%
$280,016
10,519 shares@ $26.63 avg price
CFCf Inds Hldgs Inc
Recent Activity
Exited
0%
$271,131
3,658 shares@ $74.13 avg price
VRSNVerisign Inc
Recent Activity
Exited
0%
$245,541
1,381 shares@ $177.8 avg price
ENBEnbridge Inc
Recent Activity
Exited
0%
$244,717
6,876 shares@ $35.6 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$228,122
2,144 shares@ $106.41 avg price
THQAbrdn Healthcare Opportuniti
Recent Activity
Exited
0%
$225,158
11,048 shares@ $20.38 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$211,257
1,779 shares@ $118.76 avg price