Apella Capital, LLC Purchases in Q4 2024

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
744
+ 9.38%
$138.14 - $180.72 $103K - $134K
8.67K $1.53M
PFF
Ishares Trust Ishares Pfd And

ETFs
9.77K
New
$31.23 - $33.51 $305K - $327K
9.77K $307K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.49K
+ 32.61%
$94.43 - $105.47 $235K - $263K
10.1K $1.03M
GOOGL
Alphabet Inc.

Communication Services
538
+ 6.74%
$161.86 - $196.66 $87.1K - $106K
8.52K $1.61M
DFIP
Dimensional ETF Tr Inflation P

ETFs
12.9K
+ 9.7%
$40.31 - $42.43 $521K - $549K
146K $5.92M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.2K
New
$216.72 - $244.71 $261K - $294K
1.2K $283K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.06%
$205.18 - $250.29 $1.23K - $1.5K
9.61K $2.3M
OXY
Occidental Petroleum Corp

Energy
5.53K
New
$45.36 - $55.91 $251K - $309K
5.53K $273K
MOFG
Mid West One Financial Group, Inc.

Financial Services
9.22K
New
$27.02 - $33.7 $249K - $311K
9.22K $268K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
28.8K
New
$8.24 - $11.07 $238K - $319K
28.8K $268K
IEMG
Ishares Inc

ETFs
4.9K
+ 13.28%
N/A
41.8K $2.24M
LOW
Lowes Companies Inc

Consumer Cyclical
1.03K
New
$244.52 - $284.07 $251K - $292K
1.03K $253K
DVY
Ishares Tr

ETFs
1.88K
New
$129.55 - $143.41 $243K - $269K
1.88K $246K
C
Citigroup Inc

Financial Services
3.26K
New
$61.31 - $72.5 $200K - $236K
3.26K $229K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.43K
New
$51.33 - $53.74 $227K - $238K
4.43K $228K
XLE
Energy Sector Spdr

ETFs
2.66K
New
$83.32 - $97.27 $221K - $258K
2.66K $227K
RBLX
Roblox Corp

Communication Services
3.87K
New
$39.86 - $61.45 $154K - $238K
3.87K $224K
WMB
Williams Companies, Inc.

Energy
4.05K
New
$46.37 - $59.74 $188K - $242K
4.05K $218K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
12.6K
+ 37.85%
$18.28 - $18.87 $231K - $238K
46K $842K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.31K
New
$160.89 - $176.18 $210K - $230K
1.31K $211K
SRE
Sempra Energy

Utilities
2.4K
New
$80.81 - $94.77 $194K - $227K
2.4K $210K
DHS
Wisdomtree Tr U.S

ETFs
2.26K
New
$92.66 - $100.58 $209K - $227K
2.26K $210K
NFLX
Netflix Inc

Communication Services
17
+ 1.61%
$687.65 - $936.56 $11.7K - $15.9K
1.07K $954K
AVGO
Broadcom Inc.

Technology
172
+ 6.18%
$159.67 - $250.0 $27.5K - $43K
2.96K $685K
IVE
Ishares S&P 500 Value ETF

ETFs
1.15K
+ 45.05%
$189.5 - $206.17 $218K - $237K
3.7K $705K
GOOG
Alphabet Inc.

Communication Services
194
+ 2.91%
$163.08 - $198.16 $31.6K - $38.4K
6.86K $1.31M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.89K
+ 7.26%
$51.54 - $52.55 $252K - $257K
72.2K $3.73M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.47K
+ 35.9%
$95.27 - $107.82 $140K - $158K
5.55K $572K
DUK
Duke Energy Corp

Utilities
1.86K
+ 58.18%
$105.76 - $120.76 $197K - $225K
5.06K $544K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
18.1K
New
$9.25 - $10.62 $168K - $192K
18.1K $176K
META
Meta Platforms, Inc.

Communication Services
217
+ 9.37%
$554.08 - $632.68 $120K - $137K
2.53K $1.49M
VUG
Vanguard Growth ETF

ETFs
251
+ 10.32%
$378.79 - $428.11 $95.1K - $107K
2.68K $1.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
119
+ 1.31%
$521.84 - $558.82 $62.1K - $66.5K
9.19K $4.95M
BX
Blackstone Inc.

Financial Services
7
+ 0.08%
$148.45 - $199.05 $1.04K - $1.39K
8.39K $1.45M
IWM
Ishares Russell 2000 ETF

ETFs
690
+ 7.05%
$216.13 - $242.4 $149K - $167K
10.5K $2.31M
GLDM
World Gold Trust

ETFs
2.87K
+ 16.55%
$50.76 - $55.23 $145K - $158K
20.2K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
108
+ 2.92%
$481.22 - $538.17 $52K - $58.1K
3.81K $1.95M
DIS
Walt Disney CO

Communication Services
178
+ 2.54%
$92.39 - $117.6 $16.4K - $20.9K
7.19K $800K
WMT
Walmart Inc.

Consumer Defensive
584
+ 7.74%
$79.1 - $95.7 $46.2K - $55.9K
8.13K $734K
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.8K
+ 318.35%
$25.93 - $105.3 $799K - $3.25M
40.5K $1.13M
CSCO
Cisco Systems, Inc.

Technology
758
+ 6.77%
$52.45 - $60.02 $39.8K - $45.5K
12K $707K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.02K
+ 43.47%
$100.22 - $100.73 $102K - $102K
3.35K $336K
HON
Honeywell International Inc

Industrials
229
+ 13.76%
$202.84 - $236.0 $46.5K - $54K
1.89K $427K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.24K
+ 19.15%
$61.68 - $67.87 $76.7K - $84.4K
7.73K $481K
VST
Vistra Corp.

Utilities
56
+ 1.58%
$115.74 - $166.61 $6.48K - $9.33K
3.6K $496K
DFAU
Dimensional ETF Tr

ETFs
37
+ 0.04%
$39.27 - $42.38 $1.45K - $1.57K
88.2K $3.57M
BAC
Bank Of America Corp

Financial Services
463
+ 4.26%
$39.22 - $47.77 $18.2K - $22.1K
11.3K $498K
IVV
Ishares Core S&P 500 ETF

ETFs
75
+ 5.09%
$570.51 - $610.59 $42.8K - $45.8K
1.55K $911K
AVUV
American Centy ETF Tr Avantis

ETFs
381
+ 0.96%
$94.37 - $106.41 $36K - $40.5K
40K $3.86M
Activity Summary
Buys All Purchases 214 New Holdings 35 Increased Positions 179 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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