Apella Capital, LLC Incresed Positions in Q4 2024

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.79M
+ 20.32%
$33.92 - $36.6 $60.7M - $65.5M
10.6M $367M
DFSD
Dimensional ETF Tr Short Durat

ETFs
609K
+ 57.34%
$46.75 - $47.8 $28.5M - $29.1M
1.67M $78.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
925K
+ 49.29%
$25.61 - $28.0 $23.7M - $25.9M
2.8M $72.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
477K
+ 868.94%
$33.62 - $35.69 $16M - $17M
532K $18M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
281K
+ 17.26%
$41.17 - $43.34 $11.6M - $12.2M
1.91M $79M
AVEM
American Centy ETF Tr Avantis

ETFs
144K
+ 222.96%
$58.59 - $66.14 $8.42M - $9.51M
208K $12.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
136K
+ 742.99%
$57.78 - $60.4 $7.84M - $8.19M
154K $8.93M
VTI
Vanguard Total Stock Market Et

ETFs
18.7K
+ 5.98%
$280.04 - $302.45 $5.24M - $5.66M
332K $96.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
92.6K
+ 212.65%
$77.86 - $79.27 $7.21M - $7.34M
136K $10.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
87.2K
+ 57.96%
$80.13 - $83.77 $6.99M - $7.31M
238K $19.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
101K
+ 26.15%
$48.33 - $49.08 $4.86M - $4.94M
485K $23.5M
AVDE
American Centy ETF Tr Avantis

ETFs
83.9K
+ 48.6%
$60.9 - $66.69 $5.11M - $5.6M
257K $15.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
83.6K
+ 198.4%
$45.07 - $47.1 $3.77M - $3.94M
126K $5.68M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
82K
+ 17.43%
$47.65 - $48.6 $3.91M - $3.99M
553K $26.4M
AVDV
American Centy ETF Tr Avantis

ETFs
65.8K
+ 30.43%
$63.85 - $70.4 $4.2M - $4.63M
282K $18.4M
VGSH
Vanguard

ETFs
44.6K
+ 53.67%
$58.02 - $58.88 $2.59M - $2.63M
128K $7.43M
SUB
Ishares Short Term National Mu

ETFs
20.7K
+ 8.19%
$104.94 - $106.2 $2.17M - $2.19M
273K $28.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
35.8K
+ 154.77%
$49.87 - $52.46 $1.79M - $1.88M
58.9K $2.94M
DFAR
Dimensional ETF Tr Dimensional

ETFs
55.7K
+ 180.04%
$22.72 - $25.76 $1.26M - $1.43M
86.6K $2.01M
VB
Vanguard Small Cap ETF

ETFs
4.26K
+ 8.3%
$233.76 - $261.58 $995K - $1.11M
55.6K $13.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.51K
+ 0.23%
$61.52 - $66.5 $93K - $100K
658K $42M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 5.13%
$180.88 - $232.93 $239K - $308K
27.1K $5.94M
DOCS
Doximity, Inc.

Healthcare
6.55K
+ 10.44%
$41.25 - $61.25 $270K - $401K
69.3K $3.7M
VO
Vanguard Mid Cap ETF

ETFs
3.15K
+ 6.54%
$261.5 - $284.63 $824K - $897K
51.3K $13.6M
MUB
Ishares National Muni Bond ETF

ETFs
11.2K
+ 4.82%
$105.78 - $108.7 $1.18M - $1.22M
243K $25.9M
EMB
Ishares Tr

ETFs
12K
+ 14.42%
$88.94 - $93.46 $1.07M - $1.12M
95.1K $8.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
713
+ 5.67%
$567.81 - $607.81 $405K - $433K
13.3K $7.78M
ZM
Zoom Video Communications, Inc.

Technology
2.25K
+ 7.72%
$67.21 - $89.03 $151K - $200K
31.4K $2.56M
AVUS
American Centy ETF Tr Avantis

ETFs
1.16K
+ 0.61%
$94.36 - $102.06 $110K - $118K
191K $18.5M
NVDA
Nvidia Corp

Technology
217
+ 0.69%
$117.0 - $148.88 $25.4K - $32.3K
31.9K $4.28M
COST
Costco Wholesale Corp

Consumer Defensive
317
+ 12.04%
$873.59 - $994.69 $277K - $315K
2.95K $2.7M
MAR
Marriott International Inc

Consumer Cyclical
1.19K
+ 131.79%
$246.06 - $292.59 $294K - $349K
2.1K $585K
CRM
Salesforce, Inc.

Technology
3
+ 0.05%
$270.87 - $367.87 $813 - $1.1K
5.48K $1.83M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
17.2K
+ 8.46%
$24.61 - $25.12 $422K - $431K
220K $5.44M
BA
Boeing CO

Industrials
744
+ 9.38%
$138.14 - $180.72 $103K - $134K
8.67K $1.53M
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
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.06%
$205.18 - $250.29 $1.23K - $1.5K
9.61K $2.3M
NOC
Northrop Grumman Corp

Industrials
626
+ 128.81%
$466.52 - $543.88 $292K - $340K
1.11K $521K
IEMG
Ishares Inc

ETFs
4.9K
+ 13.28%
N/A
41.8K $2.24M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
12.6K
+ 37.85%
$18.28 - $18.87 $231K - $238K
46K $842K
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
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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