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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
USMVIshares Tr
Recent Activity
Decreased -17.81%
0.08%
$5.122M
56,097 shares@ $91.31 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.48%
0.08%
$5.084M
40,290 shares@ $126.18 avg price
EFGIshares Tr
Recent Activity
Decreased -17.53%
0.07%
$4.532M
42,096 shares@ $107.65 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.4%
0.07%
$4.124M
45,422 shares@ $90.81 avg price
FJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -11.5%
0.07%
$4.078M
80,714 shares@ $50.52 avg price
VBVanguard Index Fds
Recent Activity
Decreased -2.72%
0.07%
$4.055M
17,094 shares@ $237.21 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -2.42%
0.06%
$3.93M
75,387 shares@ $52.13 avg price
INFLListed Fd Tr
Recent Activity
Decreased -3.28%
0.06%
$3.9M
103,748 shares@ $37.59 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -8.64%
0.06%
$3.713M
42,770 shares@ $86.82 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -20.04%
0.06%
$3.422M
20,409 shares@ $167.67 avg price