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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.74%
0.64%
$42.564M
74,185 shares@ $573.77 avg price
VVisa Inc
Recent Activity
Increased 18.35%
0.63%
$41.922M
152,473 shares@ $274.96 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 4.14%
0.61%
$40.778M
1.119M shares@ $36.45 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
New Position
0.61%
$40.718M
871,158 shares@ $46.75 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 37.62%
0.61%
$40.682M
2.163M shares@ $18.82 avg price
BSCVInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 37.66%
0.61%
$40.652M
2.439M shares@ $16.68 avg price
PGRProgressive Corp
Recent Activity
Increased 12.57%
0.61%
$40.382M
159,133 shares@ $253.76 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 17.06%
0.6%
$39.847M
86,574 shares@ $460.27 avg price
IBDYIshares Tr
Recent Activity
Increased 38.02%
0.6%
$39.647M
1.502M shares@ $26.4 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 7.27%
0.59%
$38.885M
1.301M shares@ $29.89 avg price