Apella Capital, LLC Purchases in Q4 2024

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.03K
+ 1.67%
$41.09 - $45.94 $42.3K - $47.3K
62.5K $2.63M
ZION
Zions Bancorporation, National Association

Financial Services
67
+ 0.93%
$45.62 - $61.73 $3.06K - $4.14K
7.28K $395K
EMLP
First Tr Exchange Traded Iv

ETFs
79
+ 0.34%
$33.69 - $38.24 $2.66K - $3.02K
23.3K $830K
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.05%
$323.08 - $349.08 $969 - $1.05K
6.43K $2.15M
SPYG
Spdr Portfolio

ETFs
2
+ 0.02%
$81.74 - $91.38 $163 - $183
9.69K $851K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12
+ 0.04%
$66.77 - $71.52 $801 - $858
30.8K $2.12M
TTD
Trade Desk, Inc.

Technology
16
+ 0.3%
$108.7 - $139.51 $1.74K - $2.23K
5.32K $624K
AMP
Ameriprise Financial Inc

Financial Services
8
+ 1.45%
$473.15 - $574.01 $3.79K - $4.59K
558 $297K
PFE
Pfizer Inc

Healthcare
3.04K
+ 16.68%
$24.8 - $30.19 $75.3K - $91.6K
21.2K $563K
FSK
Fs Kkr Capital Corp

Financial Services
229
+ 1.43%
$19.71 - $22.22 $4.51K - $5.09K
16.2K $351K
TXN
Texas Instruments Inc

Technology
176
+ 2.12%
N/A
8.46K $1.65M
DE
Deere & CO

Industrials
41
+ 1.89%
$389.45 - $466.0 $16K - $19.1K
2.21K $937K
BDX
Becton Dickinson & CO

Healthcare
215
+ 16.34%
$220.02 - $243.75 $47.3K - $52.4K
1.53K $347K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.25%
$571.78 - $647.97 $1.14K - $1.3K
802 $498K
CMCSA
Comcast Corp

Communication Services
1.65K
+ 20.99%
$37.39 - $45.14 $61.8K - $74.7K
9.53K $357K
T
At&T Inc.

Communication Services
244
+ 0.83%
$21.22 - $23.88 $5.18K - $5.83K
29.6K $673K
IBM
International Business Machines Corp

Technology
149
+ 3.1%
$204.9 - $238.04 $30.5K - $35.5K
4.95K $1.09M
UNP
Union Pacific Corp

Industrials
193
+ 19.59%
$223.15 - $249.32 $43.1K - $48.1K
1.18K $268K
ACN
Accenture PLC

Technology
117
+ 1.24%
$343.9 - $376.86 $40.2K - $44.1K
9.57K $3.37M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
47
+ 5.64%
$417.69 - $450.94 $19.6K - $21.2K
880 $374K
ALL
Allstate Corp

Financial Services
60
+ 1.89%
$181.25 - $208.2 $10.9K - $12.5K
3.23K $622K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
520
+ 2.78%
$50.37 - $50.6 $26.2K - $26.3K
19.2K $968K
ABT
Abbott Laboratories

Healthcare
180
+ 2.91%
$111.93 - $119.39 $20.1K - $21.5K
6.37K $720K
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.14%
$449.69 - $495.72 $450 - $496
701 $336K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
614
+ 1.49%
$20.6 - $20.71 $12.6K - $12.7K
41.7K $861K
WM
Waste Management Inc

Industrials
136
+ 5.06%
$201.79 - $228.46 $27.4K - $31.1K
2.83K $570K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
850
+ 1.96%
$19.38 - $19.58 $16.5K - $16.6K
44.3K $859K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.42%
$225.97 - $266.66 $1.13K - $1.33K
1.21K $290K
HD
Home Depot, Inc.

Consumer Cyclical
246
+ 4.54%
$385.02 - $431.37 $94.7K - $106K
5.66K $2.2M
SBUX
Starbucks Corp

Consumer Cyclical
576
+ 8.29%
$87.44 - $102.5 $50.4K - $59K
7.52K $685K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
904
+ 2.11%
$19.42 - $19.76 $17.6K - $17.9K
43.7K $851K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.2K
+ 199.02%
$22.01 - $66.82 $269K - $817K
18.4K $416K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.87K
+ 200.0%
$22.4 - $68.28 $154K - $469K
10.3K $238K
EFA
Ishares Tr Msci Eafe ETF

ETFs
928
+ 11.34%
$75.1 - $82.99 $69.7K - $77K
9.11K $688K
PG
Procter & Gamble CO

Consumer Defensive
393
+ 3.48%
$161.05 - $179.7 $63.3K - $70.6K
11.7K $1.96M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
219
+ 1.46%
$23.25 - $23.37 $5.09K - $5.12K
15.2K $355K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
129
+ 0.81%
$50.67 - $50.9 $6.54K - $6.57K
16K $811K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.45K
+ 100.14%
$25.33 - $51.16 $163K - $330K
12.9K $333K
PM
Philip Morris International Inc.

Consumer Defensive
29
+ 0.98%
$118.38 - $133.06 $3.43K - $3.86K
2.99K $360K
PEG
Public Service Enterprise Group Inc

Utilities
291
+ 5.84%
$81.87 - $94.51 $23.8K - $27.5K
5.27K $445K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
212
+ 1.38%
$22.72 - $23.0 $4.82K - $4.88K
15.5K $354K
DFSU
Dimensional ETF Tr Dimen Us Su
14.1K
+ 10.63%
N/A
147K $0
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
12
+ 0.34%
$67.57 - $76.22 $811 - $915
3.54K $244K
DFSI
Dimensional ETF Tr Dimen Intl
11.3K
+ 11.06%
N/A
113K $0
Dimensional ETF Trust
10.7K
New
N/A
10.7K $0
AVGE
American Centy ETF Tr Avantis
1.37K
+ 11.4%
N/A
13.4K $0
VUSB
Vanguard Bd Index Fds
54.5K
+ 47.88%
N/A
168K $0
DFSB
Dimensional ETF Tr Dimensional
10.5K
+ 18.44%
N/A
67.3K $0
DFSV
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.05%
$30.18 - $33.87 $121 - $135
7.35K $226K
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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