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
VTIPVanguard Malvern Fds
Recent Activity
New Position
0.01%
$289,598
5,873 shares@ $49.32 avg price
GWWGrainger W W Inc
Recent Activity
New Position
0.01%
$283,595
273 shares@ $1038.81 avg price
BLDRBuilders Firstsource Inc
Recent Activity
New Position
0.01%
$273,149
1,409 shares@ $193.87 avg price
WSMWilliams Sonoma Inc
Recent Activity
New Position
0.01%
$266,617
1,721 shares@ $154.92 avg price
FBINFortune Brands Innovations I
Recent Activity
New Position
0.01%
$256,772
2,868 shares@ $89.53 avg price
APOApollo Global Mgmt Inc
Recent Activity
New Position
0.01%
$250,070
2,002 shares@ $124.92 avg price
MROMarathon Oil Corp
Recent Activity
New Position
0.01%
$247,339
9,288 shares@ $26.63 avg price
EPDEnterprise Prods Partners L
Recent Activity
New Position
0.01%
$239,634
8,232 shares@ $29.12 avg price
EMEEmcor Group Inc
Recent Activity
New Position
0.01%
$239,375
556 shares@ $430.54 avg price
VLTOVeralto Corp
Recent Activity
New Position
0.01%
$231,998
2,074 shares@ $111.87 avg price