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
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
PG
Procter & Gamble CO

Consumer Defensive
1.33K
+ 9.16%
$157.66 - $172.39 $209K - $228K
15.8K $2.52M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
136
+ 0.6%
$35.35 - $42.68 $4.81K - $5.8K
22.7K $967K
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
HD
Home Depot, Inc.

Consumer Cyclical
104
+ 1.67%
$335.24 - $380.78 $34.9K - $39.6K
6.33K $2.32M
IWN
Ishares Russell2000 Val ETF

ETFs
132
+ 4.71%
$131.84 - $157.76 $17.4K - $20.8K
2.93K $462K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
192
+ 1.03%
$11.9 - $15.57 $2.28K - $2.99K
18.8K $289K
DHI
Horton D R Inc

Consumer Cyclical
149
+ 1.78%
$115.1 - $129.63 $17.1K - $19.3K
8.51K $1.1M
F
Ford Motor CO

Consumer Cyclical
389
+ 1.08%
$8.69 - $10.85 $3.38K - $4.22K
36.3K $394K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
222
+ 1.31%
$75.05 - $77.34 $16.7K - $17.2K
17.2K $1.33M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.46K
+ 0.88%
$41.11 - $42.42 $60.1K - $62K
168K $7M
BK
Bank Of New York Mellon Corp

Financial Services
59
+ 1.82%
$73.31 - $91.62 $4.33K - $5.41K
3.3K $300K
SBUX
Starbucks Corp

Consumer Cyclical
816
+ 10.91%
$79.69 - $99.41 $65K - $81.1K
8.29K $759K
MCK
Mckesson Corp

Healthcare
11
+ 3.61%
$652.83 - $732.78 $7.18K - $8.06K
316 $231K
PNC
Pnc Financial Services Group, Inc.

Financial Services
44
+ 2.65%
$149.76 - $186.42 $6.59K - $8.2K
1.7K $317K
XLE
Energy Sector Spdr

ETFs
536
+ 20.0%
$76.44 - $94.13 $41K - $50.5K
3.22K $272K
HSY
Hershey CO

Consumer Defensive
197
+ 10.47%
$151.29 - $173.13 $29.8K - $34.1K
2.08K $345K
WM
Waste Management Inc

Industrials
126
+ 4.37%
$216.47 - $242.1 $27.3K - $30.5K
3.01K $688K
WMB
Williams Companies, Inc.

Energy
123
+ 2.87%
$54.33 - $62.87 $6.68K - $7.73K
4.41K $276K
ZION
Zions Bancorporation, National Association

Financial Services
124
+ 1.72%
$41.39 - $51.94 $5.13K - $6.44K
7.35K $381K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 0.02%
$20.42 - $25.3 $40.8 - $50.6
11K $277K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
5
+ 0.14%
$55.86 - $68.61 $279 - $343
3.55K $243K
TJX
Tjx Companies Inc

Consumer Cyclical
78
+ 1.53%
$119.13 - $135.03 $9.29K - $10.5K
5.18K $639K
BILL
Bill.Com Holdings, Inc.

Technology
19
+ 0.04%
$37.81 - $48.03 $718 - $913
43.8K $2.02M
VSDA
Victory Portfolios Ii Victorys

ETFs
67
+ 0.41%
$46.15 - $51.89 $3.09K - $3.48K
16.5K $854K
CVS
Cvs Health Corp

Healthcare
119
+ 3.1%
$60.04 - $70.18 $7.14K - $8.35K
3.96K $272K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4
+ 0.04%
$116.93 - $119.39 $468 - $478
11.3K $1.34M
ES
Eversource Energy

Utilities
73
+ 1.79%
$54.25 - $65.89 $3.96K - $4.81K
4.15K $264K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
129
+ 2.87%
$51.1 - $53.29 $6.59K - $6.87K
4.62K $246K
ADBE
Adobe Inc.

Technology
10
+ 0.88%
$340.0 - $420.68 $3.4K - $4.21K
1.15K $444K
SO
Southern CO

Utilities
100
+ 0.9%
$84.91 - $92.56 $8.49K - $9.26K
11.2K $1.02M
TXN
Texas Instruments Inc

Technology
44
+ 0.52%
N/A
8.47K $1.65M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
122
+ 0.76%
$50.52 - $50.92 $6.16K - $6.21K
16.3K $828K
EMLP
First Tr Exchange Traded Iv

ETFs
86
+ 0.37%
$33.62 - $37.89 $2.89K - $3.26K
23.5K $880K
PHM
Pultegroup Inc

Consumer Cyclical
10
+ 0.48%
$92.02 - $106.54 $920 - $1.07K
2.08K $218K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
23
+ 0.11%
$19.44 - $19.88 $447 - $457
20.8K $413K
BR
Broadridge Financial Solutions, Inc.

Technology
11
+ 0.75%
$217.22 - $246.25 $2.39K - $2.71K
1.48K $359K
DUK
Duke Energy Corp

Utilities
209
+ 4.17%
$112.46 - $124.05 $23.5K - $25.9K
5.22K $615K
SAIC
Science Applications International Corp

Technology
4
+ 0.06%
$100.22 - $123.41 $401 - $494
7.23K $814K
AEP
American Electric Power CO Inc

Utilities
268
+ 5.81%
$98.59 - $109.11 $26.4K - $29.2K
4.88K $506K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
64
+ 0.53%
$50.34 - $51.86 $3.22K - $3.32K
12.1K $618K
DHR
Danaher Corp

Healthcare
89
+ 4.1%
$174.64 - $205.16 $15.5K - $18.3K
2.26K $446K
NEE
Nextera Energy Inc

Utilities
178
+ 2.36%
$64.11 - $75.0 $11.4K - $13.4K
7.74K $536K
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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