Apella Capital, LLC Incresed Positions in Q3 2024

Apella Capital, LLC

  • $2.41 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
11
+ 0.07%
$180.43 - $223.9 $1.98K - $2.46K
14.8K $3.1M
UAL
United Airlines Holdings, Inc.

Industrials
1.77K
+ 5.1%
$37.88 - $58.85 $67.1K - $104K
36.5K $2.08M
HD
Home Depot, Inc.

Consumer Cyclical
172
+ 3.28%
$333.64 - $405.2 $57.4K - $69.7K
5.42K $2.2M
XOM
Exxon Mobil Corp

Energy
2.79K
+ 16.72%
$109.72 - $119.0 $306K - $332K
19.5K $2.28M
GD
General Dynamics Corp

Industrials
43
+ 0.15%
$279.51 - $308.09 $12K - $13.2K
28.8K $8.72M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.88K
+ 6.74%
$38.03 - $42.06 $148K - $163K
61.4K $2.57M
IBM
International Business Machines Corp

Technology
667
+ 16.14%
$175.1 - $223.38 $117K - $149K
4.8K $1.06M
DFAR
Dimensional ETF Tr Dimensional

ETFs
10.3K
+ 50.09%
$21.91 - $26.03 $226K - $269K
30.9K $792K
COST
Costco Wholesale Corp

Consumer Defensive
262
+ 11.05%
$801.83 - $917.05 $210K - $240K
2.63K $2.33M
GOOG
Alphabet Inc.

Communication Services
2.32K
+ 53.55%
$149.54 - $192.66 $348K - $448K
6.66K $1.11M
META
Meta Platforms, Inc.

Communication Services
285
+ 14.04%
$453.41 - $572.44 $129K - $163K
2.32K $1.33M
ABBV
Abb Vie Inc.

Healthcare
501
+ 6.62%
$163.84 - $199.33 $82.1K - $99.9K
8.07K $1.59M
DHI
Horton D R Inc

Consumer Cyclical
22
+ 0.38%
$135.21 - $197.06 $2.97K - $4.34K
5.78K $1.1M
TSLA
Tesla, Inc.

Consumer Cyclical
225
+ 6.37%
$191.76 - $263.26 $43.1K - $59.2K
3.76K $982K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.6K
+ 3.96%
$32.04 - $37.11 $83.1K - $96.3K
68.1K $2.48M
BX
Blackstone Inc.

Financial Services
105
+ 1.27%
$120.77 - $159.66 $12.7K - $16.8K
8.38K $1.28M
AMZN
Amazon Com Inc

Consumer Cyclical
2.26K
+ 9.61%
$161.02 - $200.0 $363K - $451K
25.7K $4.8M
GLD
Spdr Gold Trust

ETFs
1
+ 0.01%
$215.56 - $246.98 $216 - $247
9.15K $2.22M
VGSH
Vanguard

ETFs
2.83K
+ 3.53%
$57.74 - $59.13 $164K - $167K
83.1K $4.91M
GLDM
World Gold Trust

ETFs
3.02K
+ 21.14%
$46.2 - $53.01 $140K - $160K
17.3K $902K
GE
General Electric CO

Industrials
653
+ 21.18%
$156.66 - $189.66 $102K - $124K
3.74K $704K
JPM
Jpmorgan Chase & CO

Financial Services
642
+ 7.17%
$194.9 - $224.8 $125K - $144K
9.6K $2.02M
LDOS
Leidos Holdings, Inc.

Technology
89
+ 0.79%
$142.66 - $163.02 $12.7K - $14.5K
11.4K $1.85M
PG
Procter & Gamble CO

Consumer Defensive
623
+ 5.84%
$160.76 - $177.82 $100K - $111K
11.3K $1.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
326
+ 9.67%
$434.77 - $502.96 $142K - $164K
3.7K $1.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.12K
+ 1.77%
$81.31 - $83.29 $91K - $93.2K
64.3K $5.35M
AVRE
American Centy ETF Tr Avantis
490
+ 1.77%
$40.95 - $48.28 $20.1K - $23.7K
28.2K $1.33M
T
At&T Inc.

Communication Services
5.06K
+ 20.84%
$18.21 - $22.28 $92.2K - $113K
29.3K $645K
ADP
Automatic Data Processing Inc

Industrials
18
+ 0.39%
$233.44 - $279.45 $4.2K - $5.03K
4.62K $1.28M
VBK
Vanguard Small Cap Growth ETF

ETFs
583
+ 44.47%
$240.48 - $267.94 $140K - $156K
1.89K $506K
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 0.1%
$200.87 - $224.6 $2.01K - $2.25K
9.79K $2.16M
VEU
Vanguard Ftse All World Ex Us

ETFs
443
+ 1.33%
$56.47 - $63.69 $25K - $28.2K
33.8K $2.13M
NVDA
Nvidia Corp

Technology
1.88K
+ 6.32%
$98.91 - $134.91 $186K - $254K
31.6K $3.84M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.49K
+ 22.27%
$75.32 - $84.37 $112K - $126K
8.18K $684K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.1K
+ 47.87%
$57.32 - $62.65 $120K - $132K
6.49K $404K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.73K
+ 51.65%
$66.31 - $74.08 $115K - $128K
5.09K $373K
TT
Trane Technologies PLC

Industrials
21
+ 0.98%
$314.21 - $388.71 $6.6K - $8.16K
2.15K $836K
NEE
Nextera Energy Inc

Utilities
970
+ 27.26%
$69.9 - $84.97 $67.8K - $82.4K
4.53K $382K
VST
Vistra Corp.

Utilities
164
+ 4.85%
$69.0 - $119.06 $11.3K - $19.5K
3.54K $419K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
626
+ 0.94%
$51.02 - $52.74 $31.9K - $33K
67.3K $3.55M
UNH
Unitedhealth Group Inc

Healthcare
67
+ 5.98%
$488.01 - $604.18 $32.7K - $40.5K
1.19K $694K
SHW
Sherwin Williams CO

Basic Materials
12
+ 0.84%
$294.65 - $384.0 $3.54K - $4.61K
1.44K $547K
WMT
Walmart Inc.

Consumer Defensive
358
+ 4.98%
$66.91 - $81.4 $24K - $29.1K
7.55K $609K
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.06%
$294.75 - $326.73 $1.18K - $1.31K
6.43K $2.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.0%
$30.74 - $34.07 $61.5 - $68.1
54.9K $1.87M
CRM
Salesforce, Inc.

Technology
82
+ 1.52%
$238.42 - $276.53 $19.6K - $22.7K
5.47K $1.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10
+ 0.03%
$60.84 - $67.51 $608 - $675
30.8K $2.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
396
+ 6.74%
$117.9 - $128.2 $46.7K - $50.8K
6.27K $804K
PM
Philip Morris International Inc.

Consumer Defensive
380
+ 14.71%
$101.25 - $127.45 $38.5K - $48.4K
2.96K $359K
Activity Summary
Buys All Purchases 206 New Holdings 20 Increased Positions 186 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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