Apella Capital, LLC Purchases in Q2 2025

Apella Capital, LLC

  • $3.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
2.41K
New
$73.19 - $85.21 $176K - $205K
2.41K $205K
MTB
M&T Bank Corp

Financial Services
1.04K
New
$156.58 - $193.99 $163K - $202K
1.04K $202K
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.56K
New
$26.18 - $26.93 $198K - $204K
7.56K $201K
AMAT
Applied Materials Inc

Technology
1.06K
New
$126.95 - $183.52 $134K - $194K
1.06K $193K
CAT
Caterpillar Inc

Industrials
4
+ 0.12%
$273.94 - $388.21 $1.1K - $1.55K
3.3K $1.28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
236
+ 1.08%
$50.08 - $63.14 $11.8K - $14.9K
22.1K $1.4M
IWY
Ishares Tr Russell 200 Growth

ETFs
559
+ 46.47%
$187.5 - $246.51 $105K - $138K
1.76K $434K
SCHG
Schwab Strategic Tr Us Large C

ETFs
300
+ 0.74%
$22.27 - $29.21 $6.68K - $8.76K
40.8K $1.19M
ABC
Amerisourcebergen Corp

Healthcare
931
New
N/A
931 $172K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.71K
+ 80.02%
$24.32 - $27.87 $163K - $187K
15.1K $400K
VGSH
Vanguard

ETFs
2.56K
+ 1.48%
$58.32 - $58.95 $149K - $151K
175K $10.3M
KO
Coca Cola CO

Consumer Defensive
2.48K
+ 14.02%
$68.37 - $73.9 $170K - $183K
20.2K $1.43M
CEG
Constellation Energy Corp

Utilities
15
+ 1.13%
$170.96 - $322.76 $2.56K - $4.84K
1.34K $431K
VBK
Vanguard Small Cap Growth ETF

ETFs
430
+ 24.87%
$219.76 - $276.94 $94.5K - $119K
2.16K $597K
ROK
Rockwell Automation, Inc

Industrials
220
+ 22.89%
$218.97 - $332.17 $48.2K - $73.1K
1.18K $392K
MO
Altria Group, Inc.

Consumer Defensive
2.62K
+ 32.96%
$55.56 - $60.91 $145K - $159K
10.6K $618K
SYK
Stryker Corp

Healthcare
64
+ 1.32%
$337.37 - $395.63 $21.6K - $25.3K
4.93K $1.95M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
114
+ 0.18%
$17.76 - $22.1 $2.02K - $2.52K
63.6K $1.4M
NOC
Northrop Grumman Corp

Industrials
295
+ 33.18%
$456.3 - $540.39 $135K - $159K
1.18K $591K
ETN
Eaton Corp PLC

Industrials
31
+ 2.27%
$246.52 - $356.99 $7.64K - $11.1K
1.4K $498K
EFA
Ishares Tr Msci Eafe ETF

ETFs
281
+ 1.93%
$72.96 - $90.39 $20.5K - $25.4K
14.9K $1.33M
HON
Honeywell International Inc

Industrials
234
+ 7.09%
$182.86 - $232.88 $42.8K - $54.5K
3.54K $823K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
24
+ 0.08%
$44.58 - $54.92 $1.07K - $1.32K
28.3K $1.55M
SPMD
Spdr Portfolio

ETFs
1.48K
+ 24.26%
$44.89 - $54.38 $66.4K - $80.5K
7.58K $412K
KKR
Kkr & Co. Inc.

Financial Services
314
+ 9.44%
$92.79 - $134.29 $29.1K - $42.2K
3.64K $484K
BAC
Bank Of America Corp

Financial Services
536
+ 4.3%
$34.39 - $47.46 $18.4K - $25.4K
13K $615K
MS
Morgan Stanley

Financial Services
153
+ 5.41%
$99.83 - $140.86 $15.3K - $21.6K
2.98K $420K
NKE
Nike, Inc.

Consumer Cyclical
737
+ 16.79%
$53.27 - $72.04 $39.3K - $53.1K
5.13K $364K
ABT
Abbott Laboratories

Healthcare
393
+ 4.77%
$123.95 - $138.08 $48.7K - $54.3K
8.63K $1.17M
AMGN
Amgen Inc

Healthcare
440
+ 33.01%
$262.28 - $309.85 $115K - $136K
1.77K $495K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 5.66%
$4164.15 - $5789.24 $12.5K - $17.4K
56 $324K
IJS
Ishares S&P Smallcap 600 Value

ETFs
640
+ 8.92%
$83.54 - $100.04 $53.5K - $64K
7.82K $777K
WPM
Wheaton Precious Metals Corp.

Basic Materials
471
+ 15.78%
$70.56 - $92.75 $33.2K - $43.7K
3.46K $310K
ASML
Asml Holding Nv

Technology
29
+ 7.61%
$595.37 - $815.24 $17.3K - $23.6K
410 $328K
IWS
Ishares Russell Midcap Value E

ETFs
362
+ 12.16%
$110.58 - $132.14 $40K - $47.8K
3.34K $441K
SNPS
Synopsys Inc

Technology
32
+ 5.66%
$380.9 - $517.66 $12.2K - $16.6K
597 $306K
UGI
Ugi Corp

Utilities
143
+ 0.83%
$30.18 - $36.59 $4.32K - $5.23K
17.4K $634K
MAR
Marriott International Inc

Consumer Cyclical
44
+ 3.52%
$211.12 - $274.14 $9.29K - $12.1K
1.29K $353K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
235
+ 3.66%
$41.45 - $54.46 $9.74K - $12.8K
6.65K $346K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
129
+ 0.88%
$34.72 - $42.74 $4.48K - $5.51K
14.8K $633K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
136
+ 0.6%
$35.35 - $42.68 $4.81K - $5.8K
22.7K $967K
PG
Procter & Gamble CO

Consumer Defensive
1.33K
+ 9.16%
$157.66 - $172.39 $209K - $228K
15.8K $2.52M
QCOM
Qualcomm Inc

Technology
113
+ 2.05%
$124.66 - $159.48 $14.1K - $18K
5.62K $894K
KR
Kroger CO

Consumer Defensive
104
+ 1.06%
$64.62 - $74.0 $6.72K - $7.7K
9.9K $709K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
46
+ 0.25%
$19.1 - $23.83 $879 - $1.1K
18.6K $442K
AYI
Acuity Brands Inc

Industrials
3
+ 0.25%
$223.31 - $304.18 $670 - $913
1.22K $364K
MPW
Medical Properties Trust Inc

Real Estate
10K
New
$4.31 - $5.91 $43.3K - $59.4K
10K $43K
FNDX
Schwab Fundamental U S Large C

ETFs
35
+ 0.1%
$20.84 - $24.54 $729 - $859
35.9K $881K
IWN
Ishares Russell2000 Val ETF

ETFs
132
+ 4.71%
$131.84 - $157.76 $17.4K - $20.8K
2.93K $462K
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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