Apricus Wealth, LLC
APRICUS WEALTH, LLC is an independent investment advisory and asset management firm headquartered in Beaufort, South Carolina. The firm is a registered SEC investment adviser, was founded in or before 2022, and reported 6 employees, most of whom focus on investment functions. Apricus Wealth manages portfolios for individuals and institutional clients, filing regular 13F reports with the SEC as required for firms holding over $100 million in US-listed equities.
Investment Strategy
Apricus Wealth, LLC manages diversified portfolios of publicly traded securities, with a reported focus on U.S. equities. The firm appears to employ an active investment management approach, reporting regular adjustments to holdings in a range of sectors. Recent 13F filings show a broad spread across large-cap stocks, including frequent rebalancing—adding to, reducing, or liquidating positions as market conditions and client goals dictate. The firm’s strategy emphasizes risk management, diversification, and seeking growth and value opportunities tailored for both individual and institutional investors.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CVX | CHEVRON CORP NEW | 2.77% | $5.1M | 33,070 | $134.82 | $155.29 | +$433.1K |
M MRK | MERCK & CO INC | 2.74% | $5.1M | 60,585 | $81.20 | $83.93 | +$420.0K |
S STT | STATE STR CORP | 2.72% | $5.0M | 43,450 | $75.43 | $116.01 | +$369.6K |
A ABBV | ABBVIE INC | 2.57% | $4.8M | 20,569 | $139.87 | $231.54 | +$944.5K |
C C | CITIGROUP INC | 2.56% | $4.7M | 46,675 | $64.21 | $101.50 | +$618.6K |