apricus wealth, LLC
RIA/Wealth
apricus wealth, LLC is a RIA/Wealth based in Beaufort, SC led by Joseph J Costigan, reporting $272.4M in AUM as of Q3 2025 with CVX as the largest holding (3% allocation).
FounderJoseph J Costigan
- Portfolio Value
- $185.4M
- Positions
- 127
- Top Holding
- CVX at 2.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in apricus wealth, LLC's portfolio (24.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Oil & Gas Integrated Energy | $5.1M | 2.77% | +$35.7K Bought | 0.00% 33.1K shares | |
Drug Manufacturers - General Healthcare | $5.1M | 2.74% | +$138.9K Bought | 0.00% 60.6K shares | |
Asset Management Financial Services | $5.0M | 2.72% | -$55.1K Sold | 0.02% 43.5K shares | |
Drug Manufacturers - General Healthcare | $4.8M | 2.57% | — | 0.00% 20.6K shares | |
Banks - Diversified Financial Services | $4.7M | 2.56% | -$174.1K Sold | 0.00% 46.7K shares | |
Agricultural Farm Products Consumer Defensive | $4.3M | 2.32% | -$128.4K Sold | 0.03% 52.9K shares | |
Banks - Diversified Financial Services | $4.1M | 2.23% | -$93.1K Sold | 0.00% 80.0K shares | |
Unknown Unknown | $4.0M | 2.17% | +$334.7K Bought | 0.02% 37.9K shares | |
Drug Manufacturers - General Healthcare | $3.9M | 2.10% | +$45.2K Bought | 0.00% 13.8K shares | |
Consumer Electronics Technology | $3.8M | 2.07% | +$128.8K Bought | 0.00% 15.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in apricus wealth, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for apricus wealth, LLC
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