Aptus Capital Advisors, LLC
CIK Number: 0001664193
9.72B
Market Value
1,286
# of Holdings
9 months
Avg. Holding Period
27.67%
Win Rate
14.67%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared ... | 40.59 | +0.11% | 12.85M | +28.60% | 517.14M | 32.61 | 5.42% |
| 2 | DRSK | Aptus Defined R... | 28.33 | +0.93% | 11.45M | +46.64% | 314.03M | 27.35 | 3.29% |
| 3 | AAPL | Apple Inc. | 202.99 | -0.14% | 997.7K | +33.50% | 249.84M | 174.61 | 2.62% |
| 4 | MSFT | Microsoft Corpo... | 464.20 | +0.27% | 479.39K | +28.79% | 202.06M | 338.4 | 2.12% |
| 5 | NVDA | NVIDIA Corporat... | 141.94 | +0.51% | 1.41M | +16.21% | 189.72M | 65.25 | 1.99% |
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