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
TXN
Texas Instruments Inc

Technology
499
+ 6.41%
$194.6 - $194.6 $97.1K - $97.1K
8.29K $1.61M
ALL
Allstate Corp

Financial Services
12
+ 0.38%
$158.43 - $192.86 $1.9K - $2.31K
3.17K $601K
KKR
Kkr & Co. Inc.

Financial Services
106
+ 3.3%
$104.51 - $133.23 $11.1K - $14.1K
3.32K $433K
KO
Coca Cola CO

Consumer Defensive
146
+ 1.41%
$62.69 - $73.01 $9.15K - $10.7K
10.5K $756K
V
Visa Inc.

Financial Services
269
+ 17.73%
$253.74 - $291.56 $68.3K - $78.4K
1.79K $491K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17
+ 0.08%
$41.02 - $46.01 $697 - $782
22.5K $1.02M
PEP
Pepsico Inc

Consumer Defensive
227
+ 2.35%
$161.9 - $179.3 $36.8K - $40.7K
9.88K $1.68M
WFC
Wells Fargo & Company

Financial Services
2.81K
+ 11.33%
$51.58 - $60.97 $145K - $171K
27.6K $1.56M
IVV
Ishares Core S&P 500 ETF

ETFs
67
+ 4.76%
$520.18 - $576.82 $34.9K - $38.6K
1.47K $850K
ABT
Abbott Laboratories

Healthcare
185
+ 3.08%
$100.07 - $118.13 $18.5K - $21.9K
6.19K $705K
SO
Southern CO

Utilities
69
+ 1.19%
$77.0 - $90.52 $5.31K - $6.25K
5.89K $531K
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 0.34%
$73.58 - $89.21 $1.25K - $1.52K
4.98K $444K
AMD
Advanced Micro Devices Inc

Technology
422
+ 10.08%
$128.67 - $183.96 $54.3K - $77.6K
4.61K $756K
NFLX
Netflix Inc

Communication Services
59
+ 5.93%
$598.55 - $722.26 $35.3K - $42.6K
1.05K $747K
CSCO
Cisco Systems, Inc.

Technology
242
+ 2.21%
$44.74 - $53.22 $10.8K - $12.9K
11.2K $595K
IWF
Ishares Russell 1000 Gr ETF

ETFs
67
+ 1.55%
$332.02 - $382.76 $22.2K - $25.6K
4.39K $1.65M
CMCSA
Comcast Corp

Communication Services
1.27K
+ 19.18%
$37.33 - $41.78 $47.3K - $53K
7.88K $329K
TIP
Ishares Tr Tips Bd ETF

ETFs
414
+ 5.99%
$105.92 - $110.83 $43.9K - $45.9K
7.32K $808K
AEP
American Electric Power CO Inc

Utilities
23
+ 0.54%
$87.11 - $104.95 $2K - $2.41K
4.27K $438K
DHR
Danaher Corp

Healthcare
27
+ 1.37%
$239.25 - $280.76 $6.46K - $7.58K
2K $557K
XLK
Technology Sector Spdr

ETFs
283
+ 18.92%
$197.34 - $237.68 $55.8K - $67.3K
1.78K $401K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
561
+ 4.21%
$56.04 - $62.99 $31.4K - $35.3K
13.9K $849K
EMR
Emerson Electric CO

Industrials
585
+ 14.03%
$98.19 - $118.87 $57.4K - $69.5K
4.75K $519K
TMO
Thermo Fisher Scientific Inc.

Healthcare
42
+ 8.47%
$531.86 - $624.21 $22.3K - $26.2K
538 $332K
DUK
Duke Energy Corp

Utilities
45
+ 1.43%
$99.35 - $117.71 $4.47K - $5.3K
3.2K $368K
CAT
Caterpillar Inc

Industrials
21
+ 2.72%
$316.8 - $391.12 $6.65K - $8.21K
792 $309K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
9
+ 0.05%
$67.53 - $70.89 $608 - $638
19.6K $1.38M
IWN
Ishares Russell2000 Val ETF

ETFs
13
+ 0.42%
$150.05 - $171.34 $1.95K - $2.23K
3.15K $524K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
375
+ 6.5%
$59.93 - $66.52 $22.5K - $24.9K
6.14K $408K
MDLZ
Mondelez International, Inc.

Consumer Defensive
265
+ 8.31%
$64.35 - $75.71 $17.1K - $20.1K
3.46K $254K
AXP
American Express CO

Financial Services
29
+ 3.11%
$225.92 - $271.17 $6.55K - $7.86K
960 $260K
AYI
Acuity Brands Inc

Industrials
18
+ 1.5%
$222.88 - $275.47 $4.01K - $4.96K
1.22K $334K
IYR
Ishares Tr

ETFs
21
+ 0.72%
$86.93 - $103.61 $1.83K - $2.18K
2.94K $299K
IVE
Ishares S&P 500 Value ETF

ETFs
22
+ 0.87%
$181.06 - $197.17 $3.98K - $4.34K
2.55K $502K
NKE
Nike, Inc.

Consumer Cyclical
63
+ 2.21%
$71.09 - $89.44 $4.48K - $5.63K
2.92K $257K
FSK
Fs Kkr Capital Corp

Financial Services
2K
+ 14.3%
$18.74 - $20.43 $37.4K - $40.8K
16K $315K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.18%
$523.84 - $572.02 $1.05K - $1.14K
1.13K $645K
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 0.92%
$107.93 - $120.23 $4.53K - $5.05K
4.63K $543K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 0.92%
$201.87 - $242.35 $2.22K - $2.67K
1.2K $281K
MRK
Merck & Co., Inc.

Healthcare
1.04K
+ 13.05%
$111.15 - $128.97 $116K - $135K
9.05K $1.03M
IWS
Ishares Russell Midcap Value E

ETFs
11
+ 0.37%
$119.52 - $132.25 $1.31K - $1.45K
2.95K $390K
PFE
Pfizer Inc

Healthcare
582
+ 3.3%
$27.7 - $31.39 $16.1K - $18.3K
18.2K $526K
IVW
Ishares S&P 500 Growth ETF

ETFs
91
+ 1.2%
$84.77 - $97.13 $7.71K - $8.84K
7.64K $731K
AMGN
Amgen Inc

Healthcare
54
+ 4.4%
$309.38 - $337.38 $16.7K - $18.2K
1.28K $413K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
492
+ 2.7%
$50.25 - $50.74 $24.7K - $25K
18.7K $949K
AVGO
Broadcom Inc.

Technology
2.5K
+ 887.23%
$136.27 - $1745.86 $341K - $4.37M
2.78K $480K
ZION
Zions Bancorporation, National Association

Financial Services
11
+ 0.15%
$42.49 - $52.53 $467 - $578
7.22K $340K
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 0.05%
$138.06 - $172.74 $138 - $173
2.09K $343K
AMP
Ameriprise Financial Inc

Financial Services
7
+ 1.29%
$391.53 - $469.81 $2.74K - $3.29K
550 $258K
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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