Aptus Capital Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Aptus Capital Advisors, LLC reported 1,158 stock positions worth $5.3 billion. Its top holding was Aptus Collared Invest Opp (ACIO) at 6.2% of the portfolio, followed by Aptus Defined Risk ETF (DRSK, 3.5%) and Microsoft (MSFT, 2.7%). Compared with Q1 2024, it opened 77 new positions, sold out of 78, added to 533 and reduced 351. The biggest buy was Nvidia (NVDA, shares +22%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- FAIRHOPE, AL
- CIK
- 0001664193
- Portfolio Value
- $5.3B (Q2 2024)
- SEC Filing
- 0001398344-24-013414 ↗ filed Jul 31, 2024
Holdings Value
Holdings 1,158 stocks · $5.3B
| ACIO Aptus Collared Invest Opp | 6.21% | 8,686,305 | $326.9M | Add +7.0% |
| DRSK Aptus Defined Risk ETF | 3.48% | 6,766,760 | $182.9M | Add +5.7% |
| MSFT Microsoft Corp. | 2.69% | 316,375 | $141.4M | Add +18.3% |
| OSCV Opus Small Cap Value ETF | 2.64% | 4,027,941 | $139.0M | Add +6.7% |
| AAPL Apple Inc. | 2.47% | 616,504 | $129.8M | Add +1.2% |
| NVDA Nvidia Corp. | 2.31% | 985,674 | $121.8M | Add +21.6% |
| JUCY Aptus Enhanced Yield ETF | 2.30% | 5,238,078 | $121.2M | Add +0.8% |
| IDEV iShares Core MSCI Dev MKTS | 1.98% | 1,588,144 | $104.2M | Add +11.7% |
| IDUB Aptus Intl Enhan YLD ETF | 1.75% | 4,490,050 | $92.3M | Add +5.5% |
| DUBS Aptus LRG Cap Enh YLD ETF | 1.73% | 2,990,092 | $90.8M | Add +2.0% |
| ADME Aptus Drwdwn MGD Eqty ETF | 1.66% | 1,994,160 | $87.2M | Add +2.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.39% | 1,142,850 | $73.1M | Add +13.0% |
| BSCQ Invesco Bulletshares 2026 CB | 1.30% | 3,567,257 | $68.4M | Add +33.5% |
| AMZN Amazon.com Inc. | 1.30% | 353,132 | $68.2M | Add +15.7% |
| SPEM State Street SP PTF Em ETF | 1.14% | 1,587,424 | $59.8M | Add +17.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.14% | 2,412,995 | $59.8M | Add +33.4% |
| VEA Vanguard Ftse Developed ETF | 1.11% | 1,186,582 | $58.6M | Add +4.4% |
| GOOG Alphabet Inc. Class C | 1.08% | 311,109 | $57.1M | Add +22.3% |
| RSP Invesco S&P 500 Equal Weight | 1.05% | 336,917 | $55.3M | Add +1.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.02% | 2,263,078 | $53.7M | Add +33.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.99% | 2,570,910 | $52.2M | Add +33.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.99% | 2,301,004 | $52.2M | Add +33.4% |
| SCHX Schwab US Large-Cap ETF | 0.95% | 778,733 | $50.0M | Add +4.8% |
| JPM JPMorgan Chase & Co. | 0.79% | 206,678 | $41.8M | Add +15.7% |
| META Meta Platforms Inc. Class A | 0.79% | 82,425 | $41.6M | Add +23.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.76% | 1,886,176 | $40.1M | Add +33.4% |
| BSCU Invesco Bulletshares 2030 CB | 0.75% | 2,434,089 | $39.6M | Add +33.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 72,212 | $39.3M | Add +4.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.72% | 1,537,146 | $37.8M | Add +33.4% |
| XOM Exxon Mobil Corp. | 0.68% | 310,731 | $35.8M | Add +28.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.67% | 1,074,577 | $35.5M | Reduce -3.8% |
| BSCW Invesco Bulletshares 2032 CB | 0.67% | 1,760,863 | $35.3M | Add +33.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.67% | 1,212,828 | $35.1M | Add +65.9% |
| V Visa Inc. Class A | 0.64% | 128,835 | $33.8M | Add +16.8% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.61% | 641,011 | $32.2M | Reduce -6.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.60% | 159,278 | $31.4M | Add +1510.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 73,959 | $30.1M | Add +17.9% |
| AVGO Broadcom Inc. | 0.56% | 28,737 | $29.4M | Add +20.6% |
| PGR Progressive Corp. | 0.56% | 141,373 | $29.4M | Add +13.6% |
| VWO Vanguard Ftse Emerging Marke | 0.56% | 668,967 | $29.3M | Add +28.8% |
| UCON First Trust Smith Unconstrai | 0.55% | 1,176,991 | $28.8M | Add +1.5% |
| BSCT Invesco Bulletshares 2029 CB | 0.54% | 1,571,570 | $28.5M | Add +33.5% |
| BSCV Invesco Bulletshares 2031 CB | 0.54% | 1,771,517 | $28.3M | Add +33.0% |
| WMT Walmart Inc. | 0.53% | 408,950 | $27.7M | Add +13.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 57,546 | $27.6M | Reduce -41.2% |
| LLY Eli Lilly & Co. | 0.52% | 30,297 | $27.4M | Add +21.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.52% | 1,088,122 | $27.4M | Add +207.8% |
| UNH Unitedhealth Group Inc. | 0.51% | 52,962 | $27.0M | Add +16.7% |
| GOOGL Alphabet Inc. Class A | 0.51% | 147,825 | $26.9M | Add +2.5% |
| JEPI JPMorgan Equity Premium Inco | 0.50% | 464,125 | $26.3M | Reduce -31.9% |
| RDVY First Trust Rising Dividend | 0.49% | 470,966 | $25.8M | Add +12.5% |
| BSCP Invesco Bulletshares 2025 CB | 0.49% | 1,248,214 | $25.5M | Add +33.3% |
| BKAG BNY Mellon Core Bond ETF | 0.47% | 592,774 | $24.6M | Reduce -7.4% |
| AMAT Applied Materials Inc. | 0.46% | 103,327 | $24.4M | Add +30.6% |
| PG The Procter & Gamble Co. | 0.43% | 138,723 | $22.9M | Add +22.5% |
| SYK Stryker Corp. | 0.43% | 66,801 | $22.7M | Add +30.2% |
| QUAL iShares MSCI USA Quality Fac | 0.43% | 131,971 | $22.5M | Reduce -21.7% |
| IXUS iShares Core Intl Stock ETF | 0.43% | 333,537 | $22.5M | Add +33.9% |
| NOW ServiceNow Inc. | 0.42% | 28,047 | $22.1M | Add +30.9% |
| CAT Caterpillar Inc. | 0.42% | 66,091 | $22.0M | Add +29.0% |
| TSLA Tesla Inc. | 0.41% | 109,668 | $21.7M | Add +21.9% |
| DFAI Dimensional International Co. | 0.41% | 724,657 | $21.5M | Add +3.0% |
| LMT Lockheed Martin Corp. | 0.40% | 44,514 | $20.8M | Add +28.2% |
| FANG Diamondback Energy Inc. | 0.39% | 103,681 | $20.8M | Add +15.0% |
| LIN Linde PLC | 0.36% | 43,141 | $18.9M | Add +29.0% |
| BSCS Invesco Bulletshares 2028 CB | 0.35% | 925,706 | $18.5M | Add +33.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.35% | 524,189 | $18.4M | Add +4.0% |
| SCHD Schwab US DVD Equity ETF | 0.34% | 233,018 | $18.1M | Reduce -8.4% |
| PEP Pepsico Inc. | 0.34% | 109,626 | $18.1M | Add +26.7% |
| ADBE Adobe Inc. | 0.34% | 32,127 | $17.8M | Add +13.1% |
| ET Energy Transfer LP | 0.34% | 1,099,818 | $17.8M | Add +1.7% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 31,769 | $17.6M | Add +26.7% |
| LOW Lowe's Cos Inc. | 0.33% | 78,694 | $17.3M | Add +28.5% |
| SO The Southern Co. | 0.33% | 221,433 | $17.2M | Add +21.6% |
| COST Costco Wholesale Corp. | 0.31% | 19,402 | $16.5M | Add +23.1% |
| GSEW Goldman Sachs Eql WGHT Large | 0.31% | 227,092 | $16.2M | Add +71.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 402,375 | $16.0M | Add +22.7% |
| CHE Chemed Corp. | 0.30% | 29,077 | $15.8M | Reduce -23.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.30% | 336,723 | $15.6M | Add +8.4% |
| JNJ Johnson & Johnson | 0.29% | 104,504 | $15.3M | Add +23.5% |
| ACN Accenture PLC Class A | 0.29% | 50,125 | $15.2M | Add +27.2% |
| MCK McKesson Corp. | 0.29% | 25,813 | $15.1M | Add +25.6% |
| INTU Intuit Inc. | 0.29% | 22,887 | $15.0M | Reduce -5.2% |
| BLK BlackRock Finance Inc. | 0.26% | 17,658 | $13.9M | Add +29.1% |
| MCD McDonald's Corp. | 0.26% | 54,524 | $13.9M | Add +26.4% |
| CSX CSX Corp. | 0.26% | 403,436 | $13.5M | Add +29.9% |
| HON Honeywell International Inc. | 0.26% | 63,061 | $13.5M | Add +30.2% |
| MAR Marriott International Class A | 0.25% | 54,878 | $13.3M | Add +31.9% |
| ADI Analog Devices Inc. | 0.25% | 57,152 | $13.0M | Add +30.1% |
| TMUS T-Mobile US Inc. | 0.24% | 72,463 | $12.8M | Add +31.0% |
| FDX FedEx Corp. | 0.24% | 42,144 | $12.6M | Add +30.2% |
| MRK Merck & Co. Inc. | 0.24% | 102,062 | $12.6M | Add +24.0% |
| IHE iShares US Pharmaceuticals E | 0.23% | 183,435 | $12.2M | New |
| MS Morgan Stanley | 0.23% | 123,940 | $12.0M | Add +31.0% |
| MRSH Marsh & McLennan Cos | 0.23% | 57,104 | $12.0M | Add +30.1% |
| CTAS Cintas Corp. | 0.23% | 16,922 | $11.8M | Add +26.9% |
| ABBV Abbvie Inc. | 0.22% | 68,886 | $11.8M | Add +25.3% |
| PLD Prologis Inc. | 0.22% | 104,954 | $11.8M | Add +31.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 105,758 | $11.6M | Add +29.9% |
| ISRG Intuitive Surgical Inc. | 0.22% | 25,607 | $11.4M | Add +352.7% |
Options reported separately and not counted above: ADBE calls ($177.8M), AMZN calls ($173.9M), NFLX calls ($67.5M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $35K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 857 | $35K | Reduce -32.9% |
Total filed on the 13F, all lines: $5.3B.
Portfolio Sells Q1 2024 → Q2 2024
| QQQ Invesco QQQ Trust Series 1 | Reduce -41.2% | 0.52% | −0.41 |
| JEPI JPMorgan Equity Premium Inco | Reduce -31.9% | 0.50% | −0.35 |
| CHE Chemed Corp. | Reduce -23.2% | 0.30% | −0.22 |
| VOO Vanguard S&P 500 ETF | Reduce -48.2% | 0.19% | −0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -84.7% | 0.04% | −0.21 |
| ITA iShares U.S. Aerospace & Def | Reduce -99.1% | 0.00% | −0.20 |
| VIG Vanguard Dividend Apprec ETF | Reduce -43.5% | 0.18% | −0.18 |
| QUAL iShares MSCI USA Quality Fac | Reduce -21.7% | 0.43% | −0.17 |
| XLF SS Financial Select Sector | Reduce -86.3% | 0.02% | −0.16 |
| XLK SS Technology Select Sector | Reduce -85.2% | 0.03% | −0.16 |
| VLUE iShares MSCI USA Value Facto | Reduce -40.9% | 0.15% | −0.15 |
| VYM Vanguard High DVD Yield ETF | Reduce -90.1% | 0.01% | −0.13 |
| VGT Vanguard Info Tech ETF | Reduce -77.0% | 0.04% | −0.13 |
| CGGR Cap Group Growth Equity | Reduce -64.7% | 0.06% | −0.12 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -6.0% | 0.61% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -38.3% | 0.15% | −0.12 |
| CGUS Cap Group Core Equity | Reduce -71.6% | 0.04% | −0.12 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -52.0% | 0.08% | −0.11 |
| BKAG BNY Mellon Core Bond ETF | Reduce -7.4% | 0.47% | −0.11 |
| CGDV Cap Group Dividend Value | Reduce -3.8% | 0.67% | −0.11 |
| CGCP Cap Group Core Plus Income | Reduce -98.5% | 0.00% | −0.11 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -51.5% | 0.07% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -62.0% | 0.05% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.4% | 0.34% | −0.10 |
| CROX Crocs Inc. | Sold out | 0.00% | −0.09 |
| LECO Lincoln Electric Holdings | Reduce -35.1% | 0.06% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -35.8% | 0.11% | −0.08 |
| POOL Pool Corp. | Reduce -75.5% | 0.02% | −0.08 |
| OGN Organon & Co. | Sold out | 0.00% | −0.08 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Reduce -52.8% | 0.05% | −0.07 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.07 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -21.5% | 0.18% | −0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -99.2% | 0.00% | −0.07 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -29.5% | 0.10% | −0.06 |
| SUB iShares Short-Term National | Reduce -57.1% | 0.03% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Reduce -36.1% | 0.06% | −0.05 |
| DVN Devon Energy Corp. | Reduce -8.4% | 0.17% | −0.05 |
| INTU Intuit Inc. | Reduce -5.2% | 0.29% | −0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -62.6% | 0.03% | −0.05 |
| CPRT Copart Inc. | Reduce -1.2% | 0.20% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -74.4% | 0.01% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -25.9% | 0.07% | −0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -66.2% | 0.02% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -22.9% | 0.07% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -61.5% | 0.02% | −0.04 |
| INFA Informatica Inc. Class A | Sold out | 0.00% | −0.04 |
| CGBL Cap Group Core Balanced | Sold out | 0.00% | −0.04 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -22.9% | 0.08% | −0.04 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -33.1% | 0.05% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +21.6% | 2.31% | +0.74 |
| QQQM Invesco Nasdaq 100 ETF | Add +1510.2% | 0.60% | +0.56 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +207.8% | 0.52% | +0.33 |
| MSFT Microsoft Corp. | Add +18.3% | 2.69% | +0.27 |
| GOOG Alphabet Inc. Class C | Add +22.3% | 1.08% | +0.25 |
| IHE iShares US Pharmaceuticals E | New | 0.23% | +0.23 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +65.9% | 0.67% | +0.23 |
| AAPL Apple Inc. | Add +1.2% | 2.47% | +0.22 |
| BSCQ Invesco Bulletshares 2026 CB | Add +33.5% | 1.30% | +0.20 |
| MSI Motorola Solutions Inc. | Add +1421.7% | 0.19% | +0.18 |
| FNCL Fidelity MSCI Financial Indx | Add +39786.1% | 0.17% | +0.17 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +33.4% | 1.14% | +0.17 |
| ISRG Intuitive Surgical Inc. | Add +352.7% | 0.22% | +0.17 |
| XLI SS Industrial Select Sector | Add +1672.0% | 0.18% | +0.17 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +33.4% | 1.02% | +0.15 |
| IBDU iShares Ibonds Dec 2029 Term | Add +33.4% | 0.99% | +0.15 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +33.4% | 0.99% | +0.14 |
| USFR Wisdomtree Floating Rate Tre | Add +5505.0% | 0.13% | +0.12 |
| AMZN Amazon.com Inc. | Add +15.7% | 1.30% | +0.12 |
| BBIN JPM Betabuilders Intl Eqty | Add +217.5% | 0.18% | +0.11 |
| AMAT Applied Materials Inc. | Add +30.6% | 0.46% | +0.11 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +33.4% | 0.76% | +0.11 |
| BSCU Invesco Bulletshares 2030 CB | Add +33.5% | 0.75% | +0.11 |
| ITOT iShares Core S&P Total U.S. | Add +582.8% | 0.13% | +0.11 |
| LLY Eli Lilly & Co. | Add +21.9% | 0.52% | +0.11 |
| IBDX iShares Ibonds Dec 2032 TC | Add +33.4% | 0.72% | +0.10 |
| GSEW Goldman Sachs Eql WGHT Large | Add +71.5% | 0.31% | +0.10 |
| BSCW Invesco Bulletshares 2032 CB | Add +33.1% | 0.67% | +0.09 |
| META Meta Platforms Inc. Class A | Add +23.0% | 0.79% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +28.8% | 0.56% | +0.09 |
| HWKN Hawkins Inc. | New | 0.09% | +0.09 |
| SPEM State Street SP PTF Em ETF | Add +17.7% | 1.14% | +0.09 |
| BSCT Invesco Bulletshares 2029 CB | Add +33.5% | 0.54% | +0.08 |
| MARA Mara Holdings Inc. | New | 0.08% | +0.08 |
| BSCV Invesco Bulletshares 2031 CB | Add +33.0% | 0.54% | +0.08 |
| BSCP Invesco Bulletshares 2025 CB | Add +33.3% | 0.49% | +0.07 |
| XOM Exxon Mobil Corp. | Add +28.0% | 0.68% | +0.07 |
| NVT Nvent Electric PLC | Add +1720.2% | 0.08% | +0.07 |
| TSLA Tesla Inc. | Add +21.9% | 0.41% | +0.07 |
| NOW ServiceNow Inc. | Add +30.9% | 0.42% | +0.07 |
| COST Costco Wholesale Corp. | Add +23.1% | 0.31% | +0.07 |
| IXUS iShares Core Intl Stock ETF | Add +33.9% | 0.43% | +0.07 |
| MUB iShares National Muni Bond E | Add +168.3% | 0.11% | +0.06 |
| JMST JPM Ultra-Short Muni Income | Add +1535.1% | 0.07% | +0.06 |
| ADI Analog Devices Inc. | Add +30.1% | 0.25% | +0.06 |
| WMT Walmart Inc. | Add +13.5% | 0.53% | +0.06 |
| LMT Lockheed Martin Corp. | Add +28.2% | 0.40% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.0% | 1.39% | +0.05 |
| BND Vanguard Total Bond Market | Add +121.2% | 0.11% | +0.05 |
| APP AppLovin Corp. Class A | New | 0.05% | +0.05 |
Options Activity Q1 2024 → Q2 2024
| ADBE Adobe Inc. | call | New | 320,000 | $177.8M |
| AMZN Amazon.com Inc. | call | New | 900,000 | $173.9M |
| LMT Lockheed Martin Corp. | call | Sold out | 260,000 | $118.3Mbefore exit |
| AAPL Apple Inc. | call | Sold out | 650,000 | $111.5Mbefore exit |
| MSFT Microsoft Corp. | call | Sold out | 260,000 | $109.4Mbefore exit |
| GOOGL Alphabet Inc. Class A | call | Sold out | 650,000 | $98.1Mbefore exit |
| DIS The Walt Disney Co. | call | Sold out | 775,000 | $94.8Mbefore exit |
| XLE SS Energy Select Sector | call | Sold out | 1,000,000 | $94.4Mbefore exit |
| SBUX Starbucks Corp. | call | Sold out | 1,000,000 | $91.4Mbefore exit |
| NFLX Netflix Inc. | call | New | 100,000 | $67.5M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2024 → Q2 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -32.9% | 857 | $35K |
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | Sold out | 5,788 | $399before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,744 | $13.7B | ACIO, DRSK, VXUS, SPYM, NVDA |
| Q1 2026 | 1,657 | $11.9B | ACIO, DRSK, VXUS, SPYM, NVDA |
| Q4 2025 | 1,629 | $11.8B | ACIO, DRSK, VXUS, NVDA, AAPL |
| Q3 2025 | 1,562 | $11.0B | ACIO, DRSK, NVDA, AAPL, MSFT |
| Q2 2025 | 1,517 | $10.1B | ACIO, DRSK, NVDA, MSFT, AAPL |
| Q1 2025 | 1,430 | $8.8B | ACIO, DRSK, AAPL, MSFT, NVDA |
| Q4 2024 | 1,401 | $8.4B | ACIO, DRSK, AAPL, MSFT, NVDA |
| Q3 2024 | 1,230 | $6.6B | ACIO, DRSK, AAPL, OSCV, MSFT |
| Q2 2024 | 1,158 | $5.3B | ACIO, DRSK, MSFT, OSCV, AAPL |
| Q1 2024 | 1,160 | $4.7B | ACIO, DRSK, OSCV, JUCY, MSFT |