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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 9.17%
0.99%
$65.895M
367,797 shares@ $179.16 avg price
GOOGAlphabet Inc
Recent Activity
Increased 18.74%
0.93%
$61.76M
369,400 shares@ $167.19 avg price
IBDVIshares Tr
Recent Activity
Increased 38.03%
0.87%
$57.717M
2.603M shares@ $22.17 avg price
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 37.67%
0.85%
$56.798M
3.351M shares@ $16.96 avg price
METAMeta Platforms Inc
Recent Activity
Increased 18.73%
0.84%
$56.017M
97,857 shares@ $572.44 avg price
IBDXIshares Tr
Recent Activity
Increased 38.03%
0.82%
$54.547M
2.122M shares@ $25.72 avg price
BSCWInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 37.74%
0.76%
$50.858M
2.425M shares@ $20.97 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 14.56%
0.75%
$49.923M
236,760 shares@ $210.86 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 17.58%
0.64%
$42.827M
365,354 shares@ $117.23 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.74%
0.64%
$42.564M
74,185 shares@ $573.77 avg price