Apella Capital, LLC Purchases in Q2 2025

Apella Capital, LLC

  • $3.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
9.59K
+ 75.52%
$210.28 - $289.91 $2.02M - $2.78M
22.3K $6.46M
LQD
Ishares Iboxx $ Investment Gra

ETFs
28.8K
New
$105.23 - $109.61 $3.03M - $3.16M
28.8K $3.16M
EMB
Ishares Tr

ETFs
30.5K
+ 24.99%
$86.54 - $92.62 $2.64M - $2.82M
152K $14.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
34.7K
+ 2.31%
$72.02 - $73.82 $2.5M - $2.56M
1.53M $113M
VOE
Vanguard Mid Cap Value Index F

ETFs
17.7K
New
$141.87 - $164.49 $2.52M - $2.92M
17.7K $2.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.43K
+ 41.67%
$483.48 - $539.8 $3.59M - $4.01M
25.2K $12.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
38.5K
+ 965.55%
$63.54 - $68.5 $2.45M - $2.64M
42.5K $2.87M
AVUV
American Centy ETF Tr Avantis

ETFs
23.1K
+ 58.14%
$75.17 - $91.21 $1.74M - $2.11M
62.9K $5.73M
SUB
Ishares Short Term National Mu

ETFs
17.9K
+ 5.69%
$104.77 - $106.34 $1.87M - $1.9M
332K $35.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
21.2K
+ 9.55%
$79.56 - $82.92 $1.69M - $1.76M
243K $20.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.2K
+ 6.44%
$51.16 - $62.02 $779K - $945K
252K $15.6M
PH
Parker Hannifin Corp

Industrials
2.55K
+ 641.46%
$517.23 - $700.54 $1.32M - $1.79M
2.95K $2.06M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
78.3K
+ 80.65%
$22.3 - $22.57 $1.75M - $1.77M
175K $3.95M
DIS
Walt Disney CO

Communication Services
10.4K
+ 109.32%
$81.72 - $124.01 $849K - $1.29M
19.9K $2.47M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.53K
+ 2.54%
$86.93 - $109.64 $220K - $278K
102K $11.2M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
56.5K
+ 15.34%
$22.81 - $22.97 $1.29M - $1.3M
424K $9.73M
AMZN
Amazon Com Inc

Consumer Cyclical
1.09K
+ 3.02%
$167.32 - $223.3 $183K - $244K
37.3K $8.19M
IAU
Ishares Gold Trust

ETFs
20.4K
New
$56.1 - $64.74 $1.14M - $1.32M
20.4K $1.27M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
66.5K
New
$18.11 - $18.97 $1.2M - $1.26M
66.5K $1.25M
MCD
Mcdonalds Corp

Consumer Cyclical
4.75K
+ 66.0%
$285.55 - $321.23 $1.36M - $1.53M
12K $3.49M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
28K
+ 8.3%
$48.13 - $49.85 $1.35M - $1.4M
366K $17.9M
VTHR
Vanguard Russell 3000 ETF

ETFs
4.27K
New
$218.71 - $272.75 $934K - $1.16M
4.27K $1.16M
EWX
Spdr S&P Emerging Markets Smal

ETFs
10.1K
+ 10.13%
$49.89 - $62.13 $503K - $627K
110K $6.81M
DFAS
Dimensional ETF Tr U S Small C

ETFs
13.3K
+ 21.85%
$52.31 - $63.72 $693K - $845K
73.9K $4.71M
AXP
American Express CO

Financial Services
3.06K
+ 307.96%
$231.39 - $318.98 $707K - $974K
4.05K $1.29M
JCPB
J P Morgan Exchange Traded Fd

ETFs
21.2K
New
$45.9 - $47.2 $975K - $1M
21.2K $999K
VT
Vanguard Total World Stk Index

ETFs
4.07K
+ 11.75%
$103.16 - $128.52 $420K - $523K
38.7K $4.97M
ORCL
Oracle Corp

Technology
746
+ 8.27%
$122.82 - $218.63 $91.6K - $163K
9.76K $2.13M
META
Meta Platforms, Inc.

Communication Services
390
+ 10.96%
$484.66 - $738.09 $189K - $288K
3.95K $2.92M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.82K
+ 185.64%
$376.48 - $440.65 $686K - $803K
2.81K $1.24M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.4K
New
$44.68 - $45.96 $778K - $800K
17.4K $796K
USTB
Victory Portfolios Ii Victorys

ETFs
15.6K
New
$50.21 - $50.82 $785K - $795K
15.6K $794K
DFAR
Dimensional ETF Tr Dimensional

ETFs
33K
+ 33.58%
$20.99 - $23.93 $692K - $789K
131K $3.08M
EMR
Emerson Electric CO

Industrials
4.82K
+ 93.48%
$94.15 - $133.33 $454K - $642K
9.97K $1.33M
NFLX
Netflix Inc

Communication Services
131
+ 9.42%
$855.86 - $1339.13 $112K - $175K
1.52K $2.04M
VBR
Vanguard Small Cap Value ETF

ETFs
727
+ 1.15%
$162.76 - $195.77 $118K - $142K
64.1K $12.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.85K
+ 25.92%
$54.19 - $67.22 $425K - $527K
38.1K $2.56M
GD
General Dynamics Corp

Industrials
472
+ 1.66%
$247.68 - $291.66 $117K - $138K
28.9K $8.42M
CMF
Ishares California Muni Bond E

ETFs
12.4K
+ 29.05%
$54.52 - $56.7 $674K - $701K
54.9K $3.06M
SHV
Ishares Tr

ETFs
5.84K
New
$110.06 - $110.46 $642K - $645K
5.84K $644K
WELL
Welltower Inc.

Real Estate
4.08K
+ 202.23%
$136.49 - $155.22 $556K - $633K
6.09K $936K
DFAE
Dimensional ETF Tr

ETFs
10.6K
+ 10.2%
$22.87 - $28.95 $243K - $307K
115K $3.32M
BX
Blackstone Inc.

Financial Services
3.46K
+ 41.63%
$120.07 - $151.11 $416K - $523K
11.8K $1.76M
IBM
International Business Machines Corp

Technology
974
+ 14.78%
$221.03 - $294.78 $215K - $287K
7.57K $2.23M
VPU
Vanguard Utilities ETF

ETFs
3.27K
New
$158.36 - $178.82 $518K - $585K
3.27K $577K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
18
+ 0.02%
$49.48 - $61.22 $891 - $1.1K
108K $6.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.17K
+ 121.27%
$65.84 - $80.81 $406K - $499K
11.3K $902K
JPIB
Jpmorgan International Bond Op

ETFs
10.7K
New
$47.18 - $48.62 $503K - $518K
10.7K $517K
AVGO
Broadcom Inc.

Technology
591
+ 18.11%
$146.29 - $275.65 $86.5K - $163K
3.86K $1.06M
Activity Summary
Buys All Purchases 290 New Holdings 44 Increased Positions 246 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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