Apella Capital, LLC Purchases and Sells in Q2 2025

Apella Capital, LLC

$3.51 Billion
Q2 2025

Top Buys

Incresed Positions

246 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	969K + 8.21%	$29.12 - $35.84 $28.2M - $34.7M	12.8M $458M
DFUS	462K + 64.52%	$53.65 - $67.02 $24.8M - $30.9M	1.18M $78.9M
DFSD	702K + 26.06%	$47.09 - $48.01 $33.1M - $33.7M	3.4M $163M
VONE	83.4K + 66.16%	$225.48 - $279.48 $18.8M - $23.3M	209K $58.5M
SPY	37.3K + 287.76%	$496.48 - $617.85 $18.5M - $23.1M	50.3K $31.1M
VTI	34K + 8.59%	$243.75 - $303.93 $8.3M - $10.3M	430K $131M

New Holdings

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOOG	20.3K New	$299.15 - $396.54 $6.07M - $8.05M	20.3K $8.05M
JEPI	83.9K New	$51.14 - $57.0 $4.29M - $4.78M	83.9K $4.77M
MLM	7.25K New	$452.51 - $568.19 $3.28M - $4.12M	7.25K $3.98M
LQD	28.8K New	$105.23 - $109.61 $3.03M - $3.16M	28.8K $3.16M
VOE	17.7K New	$141.87 - $164.49 $2.52M - $2.92M	17.7K $2.92M
IAU	20.4K New	$56.1 - $64.74 $1.14M - $1.32M	20.4K $1.27M

Top Sells

Reduced Positions

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	-305K - 17.76%	$48.77 - $49.55 $14.9M - $15.1M	1.41M $70M
BSV	-76.9K - 4.53%	$77.74 - $78.78 $5.98M - $6.06M	1.62M $128M
MUB	-37.9K - 17.76%	$102.31 - $105.8 $3.88M - $4.01M	176K $18.3M
USMV	-31.5K - 15.85%	$85.42 - $94.39 $2.69M - $2.98M	167K $15.7M
SCHO	-95.2K - 21.06%	$24.19 - $24.45 $2.3M - $2.33M	357K $8.7M
IWD	-11.7K - 20.78%	$166.82 - $194.23 $1.95M - $2.28M	44.7K $8.67M

Activity Summary All Purchases 290 New Holdings 44 Increased Positions 246 All Sells 108 Reductions 108 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.