Aptus Capital Advisors, LLC

The portfolio is characterized by a hybrid approach, blending significant exposure to broad-market and factor-based ETFs with concentrated positions in high-growth individual equities. The turnover rate for the quarter was notable, with 62 total positions either newly acquired or sold (12 new, 12 sold, 23 increased, 15 reduced), indicating an active management style aimed at capitalizing on specific market themes rather than passive indexing alone. The "Unchanged" count of zero suggests that the firm actively rebalanced the vast majority of its book during this period.

2. Key Holdings