Apella Capital, LLC Purchases in Q2 2025

Apella Capital, LLC

  • $3.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
1.48K
New
$313.51 - $363.51 $463K - $537K
1.48K $507K
IVV
Ishares Core S&P 500 ETF

ETFs
645
+ 43.64%
$498.8 - $620.9 $322K - $400K
2.12K $1.32M
IWB
Ishares Tr Russell 1000 ETF

ETFs
125
+ 0.97%
$272.36 - $339.57 $34K - $42.4K
13K $4.43M
UAL
United Airlines Holdings, Inc.

Industrials
1.43K
+ 4.08%
$56.15 - $84.23 $80.4K - $121K
36.5K $2.91M
WFC
Wells Fargo & Company

Financial Services
2.73K
+ 8.79%
$60.98 - $80.12 $166K - $218K
33.7K $2.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.47K
+ 6.34%
$58.41 - $72.69 $144K - $179K
41.4K $3.01M
PCT
Pure Cycle Technologies, Inc.

Industrials
12.1K
+ 27.35%
$5.57 - $14.12 $67.1K - $170K
56.1K $768K
SAP
Sap Se

Technology
1.46K
New
$237.53 - $309.8 $348K - $453K
1.46K $444K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.1K
+ 26.81%
$22.09 - $22.44 $422K - $429K
90.4K $2.02M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.11K
+ 20.6%
$82.96 - $110.1 $175K - $232K
12.3K $1.36M
CVX
Chevron Corp

Energy
4.2K
+ 40.12%
$133.73 - $168.51 $562K - $708K
14.7K $2.1M
PSLV
Sprott Physical Silver Trust

Financial Services
10.3K
+ 3.06%
$9.98 - $12.51 $103K - $129K
346K $4.24M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.32K
+ 1.93%
$30.87 - $39.17 $40.9K - $51.9K
70K $2.74M
SPYG
Spdr Portfolio

ETFs
3.38K
New
$71.83 - $95.32 $243K - $322K
3.38K $322K
IWM
Ishares Russell 2000 ETF

ETFs
708
+ 6.64%
$174.82 - $215.79 $124K - $153K
11.4K $2.45M
DVY
Ishares Tr

ETFs
2.37K
+ 127.15%
$118.37 - $134.86 $281K - $320K
4.23K $562K
XLK
Technology Sector Spdr

ETFs
944
+ 60.09%
$179.73 - $253.23 $170K - $239K
2.52K $636K
MMM
3 M CO

Industrials
2.04K
New
$126.09 - $154.15 $257K - $314K
2.04K $310K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.74K
+ 4.0%
$33.46 - $41.33 $91.6K - $113K
71.1K $2.94M
VNQ
Vanguard Specialized Funds Van

ETFs
3.42K
+ 46.47%
$79.79 - $91.42 $272K - $312K
10.8K $958K
VZ
Verizon Communications Inc

Communication Services
7.64K
+ 43.49%
$41.67 - $45.62 $318K - $349K
25.2K $1.09M
DE
Deere & CO

Industrials
150
+ 2.7%
$412.99 - $531.48 $61.9K - $79.7K
5.71K $2.9M
GS
Goldman Sachs Group Inc

Financial Services
405
New
$462.22 - $707.75 $187K - $287K
405 $286K
SLV
I Shares Silver Trust

ETFs
8.7K
New
$27.08 - $33.74 $236K - $294K
8.7K $285K
ADI
Analog Devices Inc

Technology
953
+ 75.88%
$164.6 - $238.02 $157K - $227K
2.21K $525K
TSLA
Tesla, Inc.

Consumer Cyclical
28
+ 0.64%
$221.86 - $362.89 $6.21K - $10.2K
4.43K $1.41M
RTX
Raytheon Technologies Corp

Industrials
1.33K
+ 26.81%
$113.75 - $148.48 $152K - $198K
6.31K $921K
LMT
Lockheed Martin Corp

Industrials
523
+ 48.92%
$430.82 - $486.45 $225K - $254K
1.59K $737K
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.13K
+ 49.73%
$24.21 - $29.47 $197K - $239K
24.5K $719K
LDOS
Leidos Holdings, Inc.

Technology
19
+ 0.17%
$132.9 - $160.3 $2.53K - $3.05K
11.3K $1.78M
WMT
Walmart Inc.

Consumer Defensive
945
+ 5.82%
$81.79 - $99.98 $77.3K - $94.5K
17.2K $1.68M
TT
Trane Technologies PLC

Industrials
46
+ 1.96%
$315.21 - $437.41 $14.5K - $20.1K
2.39K $1.04M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
11.2K
+ 29.16%
$21.57 - $21.99 $243K - $247K
49.8K $1.09M
REAX
Real Brokerage Inc

Real Estate
55.7K
New
$3.82 - $4.73 $213K - $264K
55.7K $251K
STN
Stantec Inc

Industrials
5
+ 0.05%
$78.92 - $109.58 $395 - $548
9.33K $1.01M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.48K
New
$28.98 - $37.18 $188K - $241K
6.48K $240K
VST
Vistra Corp.

Utilities
40
+ 1.33%
$98.07 - $195.04 $3.92K - $7.8K
3.05K $590K
CARR
Carrier Global Corp

Industrials
3.21K
New
$55.55 - $75.83 $178K - $243K
3.21K $234K
CB
Chubb LTD

Financial Services
790
New
$274.32 - $302.46 $217K - $239K
790 $228K
PFG
Principal Financial Group Inc

Financial Services
2.85K
New
$69.56 - $86.19 $198K - $246K
2.85K $226K
ITW
Illinois Tool Works Inc

Industrials
913
New
$218.41 - $252.43 $199K - $230K
913 $225K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.02K
+ 86.22%
$45.11 - $52.34 $181K - $210K
8.67K $453K
EW
Edwards Lifesciences Corp

Healthcare
2.78K
New
$67.07 - $78.22 $186K - $217K
2.78K $217K
URI
United Rentals, Inc.

Industrials
287
New
$551.94 - $753.4 $158K - $216K
287 $216K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.34K
New
$74.88 - $91.97 $175K - $215K
2.34K $215K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6.85K
+ 3.12%
$24.66 - $25.17 $169K - $173K
227K $5.7M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.65K
+ 1.9%
$46.41 - $47.7 $170K - $174K
196K $9.31M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.59K
New
$50.06 - $80.8 $129K - $209K
2.59K $208K
COF
Capital One Financial Corp

Financial Services
976
New
$150.57 - $212.76 $147K - $208K
976 $207K
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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