Aptus Capital Advisors, LLC
Top Portfolio Positions
568 positions ·
$5,583,446,631 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,816,134 | $338,708,991 | 6.07% |
| AAPL |
Apple Inc.
|
1,229,672 | $334,298,629 | 5.99% |
| MSFT |
Microsoft Corp
Technology
|
565,964 | $273,711,508 | 4.90% |
| QQQ |
Invesco Qqq Trust, Series 1
|
363,098 | $223,054,732 | 3.99% |
| CRM |
Salesforce, Inc.
Technology
|
808,295 | $214,125,428 | 3.84% |
| SPY |
Spdr S&P 500 Etf Trust
|
303,947 | $207,267,537 | 3.71% |
| MRK |
Merck & Co., Inc.
Healthcare
|
1,707,526 | $179,734,186 | 3.22% |
| AMZN |
Amazon Com Inc
|
749,352 | $172,965,428 | 3.10% |
| AVGO |
Broadcom Inc.
Technology
|
313,709 | $108,574,684 | 1.94% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
313,803 | $101,113,602 | 1.81% |
Portfolio Trend
Holdings in BYD
Export CSVShares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $10,257,952 | 120,342 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,357,920 | 119,814 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,137,249 | 104,017 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,239,433 | 94,781 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,098,220 | 84,067 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,440,355 | 68,683 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,273,876 | 59,417 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,209,481 | 47,675 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,665,871 | 42,579 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,619,218 | 43,058 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,593,990 | 51,809 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,070,065 | 47,880 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,305,201 | 42,274 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,800,169 | 37,779 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,175,816 | 43,735 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,769,930 | 42,109 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,585,031 | 39,424 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,018,373 | 31,906 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,609,685 | 26,178 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,311,270 | 22,240 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $482,206 | 11,235 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $289,805 | 9,443 | Shares | Sole | 2020-10-19 | |
| No quarters match your search. | ||||||