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
Pimco ETF Tr
181
+ 1.51%
N/A
12.2K $0
DFSI
Dimensional ETF Tr Dimen Intl
9.23K
+ 6.36%
N/A
154K $0
Dimensional ETF Trust
412K
+ 43.94%
N/A
1.35M $0
Dimensional ETF Trust
10.2K
+ 11.65%
N/A
98.1K $0
DFSB
Dimensional ETF Tr Dimensional
7.02K
+ 8.93%
N/A
85.7K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
4.08K
+ 8.53%
N/A
51.9K $0
DFSU
Dimensional ETF Tr Dimen Us Su
18.8K
+ 9.45%
N/A
217K $0
Manager Directed Portfolios
5.74K
+ 29.85%
N/A
25K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
66.3K
+ 167.24%
N/A
106K $0
Jacobs Solutions Inc
13
+ 0.64%
N/A
2.06K $0
Dimensional ETF Trust
261K
+ 36.22%
N/A
980K $0
IYR
Ishares Tr

ETFs
16
+ 0.54%
$84.48 - $96.25 $1.35K - $1.54K
2.99K $281K
Dimensional ETF Trust
14.4K
+ 5.87%
N/A
259K $0
NERV
Minerva Neurosciences, Inc.

Healthcare
314
+ 1.52%
$1.34 - $1.85 $421 - $581
20.9K $36K
FSK
Fs Kkr Capital Corp

Financial Services
122
+ 0.75%
$17.95 - $21.5 $2.19K - $2.62K
16.4K $340K
FDS
Factset Research Systems Inc

Financial Services
8
+ 1.14%
$398.85 - $473.32 $3.19K - $3.79K
708 $316K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
176
+ 0.93%
$10.78 - $11.28 $1.9K - $1.99K
19.2K $213K
PSX
Phillips 66

Energy
31
+ 1.56%
$92.87 - $125.73 $2.88K - $3.9K
2.02K $240K
DTE
Dte Energy CO

Utilities
41
+ 1.71%
$127.39 - $139.49 $5.22K - $5.72K
2.44K $323K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.32%
$248.61 - $294.96 $746 - $885
934 $263K
WTRG
Essential Utilities, Inc.

Utilities
173
+ 2.19%
$36.92 - $41.39 $6.39K - $7.16K
8.09K $300K
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 0.91%
$210.83 - $235.28 $2.53K - $2.82K
1.33K $295K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
157
+ 2.87%
$45.92 - $50.78 $7.21K - $7.97K
5.63K $262K
LLY
Eli Lilly & CO

Healthcare
82
+ 4.69%
$713.71 - $898.95 $58.5K - $73.7K
1.83K $1.43M
OXY
Occidental Petroleum Corp

Energy
520
+ 9.3%
$36.11 - $49.33 $18.8K - $25.7K
6.11K $256K
PFE
Pfizer Inc

Healthcare
249
+ 1.1%
$21.59 - $24.84 $5.38K - $6.19K
22.9K $553K
DECK
Deckers Outdoor Corp

Consumer Cyclical
14
+ 0.54%
$100.44 - $129.37 $1.41K - $1.81K
2.6K $267K
AON
Aon PLC

Financial Services
16
+ 2.08%
$335.85 - $398.81 $5.37K - $6.38K
786 $280K
FNF
Fidelity National Financial, Inc.

Financial Services
27
+ 0.73%
$53.62 - $66.59 $1.45K - $1.8K
3.71K $208K
TMO
Thermo Fisher Scientific Inc.

Healthcare
40
+ 6.67%
$390.26 - $489.06 $15.6K - $19.6K
640 $259K
ED
Consolidated Edison Inc

Utilities
68
+ 1.28%
$98.05 - $113.3 $6.67K - $7.7K
5.38K $539K
KMB
Kimberly Clark Corp

Consumer Defensive
24
+ 0.6%
$126.84 - $145.22 $3.04K - $3.49K
4.02K $517K
AVA
Avista Corp

Utilities
7
+ 0.04%
$36.94 - $42.43 $259 - $297
19.3K $731K
FDX
Fedex Corp

Industrials
52
+ 1.11%
$198.07 - $245.17 $10.3K - $12.7K
4.75K $1.08M
GIS
General Mills Inc

Consumer Defensive
137
+ 1.48%
$50.37 - $60.97 $6.9K - $8.35K
9.41K $487K
BDX
Becton Dickinson & CO

Healthcare
76
+ 4.94%
$165.15 - $226.42 $12.6K - $17.2K
1.62K $278K
MRK
Merck & Co., Inc.

Healthcare
492
+ 4.53%
$73.47 - $87.12 $36.1K - $42.9K
11.3K $898K
WST
West Pharmaceutical Services Inc

Healthcare
15
+ 0.09%
$190.39 - $227.7 $2.86K - $3.42K
16.8K $3.68M
COP
Conocophillips

Energy
141
+ 1.86%
$82.66 - $106.1 $11.7K - $15K
7.71K $691K
ACN
Accenture PLC

Technology
74
+ 0.72%
$279.23 - $323.21 $20.7K - $23.9K
10.3K $3.08M
BMY
Bristol Myers Squibb CO

Healthcare
468
+ 5.0%
$44.12 - $59.6 $20.6K - $27.9K
9.84K $455K
ABBV
Abb Vie Inc.

Healthcare
343
+ 3.89%
$170.16 - $206.27 $58.4K - $70.8K
9.17K $1.7M
XOM
Exxon Mobil Corp

Energy
1.08K
+ 4.36%
$99.93 - $119.04 $108K - $129K
25.9K $2.79M
JNJ
Johnson & Johnson

Healthcare
1.18K
+ 4.26%
$146.36 - $159.82 $173K - $188K
28.8K $4.4M
UNH
Unitedhealth Group Inc

Healthcare
51
+ 3.03%
$274.35 - $599.47 $14K - $30.6K
1.73K $540K
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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