Apella Capital, LLC Incresed Positions in Q2 2025

Apella Capital, LLC

  • $3.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
DE
Deere & CO

Industrials
150
+ 2.7%
$412.99 - $531.48 $61.9K - $79.7K
5.71K $2.9M
VZ
Verizon Communications Inc

Communication Services
7.64K
+ 43.49%
$41.67 - $45.62 $318K - $349K
25.2K $1.09M
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
LDOS
Leidos Holdings, Inc.

Technology
19
+ 0.17%
$132.9 - $160.3 $2.53K - $3.05K
11.3K $1.78M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.13K
+ 49.73%
$24.21 - $29.47 $197K - $239K
24.5K $719K
WMT
Walmart Inc.

Consumer Defensive
945
+ 5.82%
$81.79 - $99.98 $77.3K - $94.5K
17.2K $1.68M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
11.2K
+ 29.16%
$21.57 - $21.99 $243K - $247K
49.8K $1.09M
STN
Stantec Inc

Industrials
5
+ 0.05%
$78.92 - $109.58 $395 - $548
9.33K $1.01M
VST
Vistra Corp.

Utilities
40
+ 1.33%
$98.07 - $195.04 $3.92K - $7.8K
3.05K $590K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.02K
+ 86.22%
$45.11 - $52.34 $181K - $210K
8.67K $453K
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
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.71K
+ 80.02%
$24.32 - $27.87 $163K - $187K
15.1K $400K
VGT
Vanguard Information Technolog

ETFs
50
+ 4.45%
$470.37 - $663.28 $23.5K - $33.2K
1.17K $778K
VGSH
Vanguard

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

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