apricus wealth, LLC

Q1 2026 13F-HR Holdings

Location
Beaufort, SC
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$205,226
Net value change ($000)
+9,423 (4.8%)
New positions
8
Sold out positions
9
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CVX 1,767 32.8%
BG 1,716 36.7%
KMB 1,379 50.0%
LYB 1,368 97.0%
SLB 1,192 36.7%
CTRA 1,051 32.8%
ADM 858 22.6%
OKE 850 24.5%
KMI 719 23.1%
SHEL 695 28.1%
Top Reduces (Value $000, Stocks/ETFs)
MRK -1,569 -24.2%
MDXG -1,275 -41.7%
C -659 -12.4%
STT -583 -10.5%
BAC -575 -13.0%
MSFT -538 -22.2%
UL -446 -13.0%
B -397 -11.5%
GOOGL -379 -16.2%
CVS -328 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type