Apella Capital, LLC New Holdings in Q4 2024

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONE
Vanguard Russell 1000 ETF

ETFs
34.8K
New
$257.18 - $277.76 $8.94M - $9.65M
34.8K $9.27M
DIHP
Dimensional ETF Tr Dimensional

ETFs
275K
New
$25.15 - $27.57 $6.91M - $7.58M
275K $6.94M
REET
Ishares Global Reit ETF

ETFs
110K
New
$23.43 - $26.54 $2.57M - $2.92M
110K $2.63M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
91.8K
New
$24.94 - $26.14 $2.29M - $2.4M
91.8K $2.29M
AVLV
American Centy ETF Tr Avantis
31.4K
New
$65.51 - $71.22 $2.06M - $2.24M
31.4K $2.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
37.9K
New
$47.58 - $48.56 $1.8M - $1.84M
37.9K $1.81M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11.8K
New
$115.08 - $119.55 $1.36M - $1.41M
11.8K $1.36M
SPIB
Spdr Portfolio Intermediate Te

ETFs
37.4K
New
$32.65 - $33.68 $1.22M - $1.26M
37.4K $1.22M
VXF
Vanguard Extended Market ETF

ETFs
5.78K
New
$179.17 - $207.15 $1.04M - $1.2M
5.78K $1.1M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
28.5K
New
$33.7 - $37.69 $960K - $1.07M
28.5K $978K
BSCU
Invesco Exc Self Ind Tr

ETFs
36.1K
New
$16.32 - $16.99 $590K - $614K
36.1K $591K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
20.5K
New
$23.29 - $23.93 $477K - $490K
20.5K $480K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
5.71K
New
$62.71 - $68.47 $358K - $391K
5.71K $359K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
18.5K
New
$19.11 - $20.04 $353K - $370K
18.5K $354K
PFF
Ishares Trust Ishares Pfd And

ETFs
9.77K
New
$31.23 - $33.51 $305K - $327K
9.77K $307K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.2K
New
$216.72 - $244.71 $261K - $294K
1.2K $283K
OXY
Occidental Petroleum Corp

Energy
5.53K
New
$45.36 - $55.91 $251K - $309K
5.53K $273K
MOFG
Mid West One Financial Group, Inc.

Financial Services
9.22K
New
$27.02 - $33.7 $249K - $311K
9.22K $268K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
28.8K
New
$8.24 - $11.07 $238K - $319K
28.8K $268K
LOW
Lowes Companies Inc

Consumer Cyclical
1.03K
New
$244.52 - $284.07 $251K - $292K
1.03K $253K
DVY
Ishares Tr

ETFs
1.88K
New
$129.55 - $143.41 $243K - $269K
1.88K $246K
C
Citigroup Inc

Financial Services
3.26K
New
$61.31 - $72.5 $200K - $236K
3.26K $229K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.43K
New
$51.33 - $53.74 $227K - $238K
4.43K $228K
XLE
Energy Sector Spdr

ETFs
2.66K
New
$83.32 - $97.27 $221K - $258K
2.66K $227K
RBLX
Roblox Corp

Communication Services
3.87K
New
$39.86 - $61.45 $154K - $238K
3.87K $224K
WMB
Williams Companies, Inc.

Energy
4.05K
New
$46.37 - $59.74 $188K - $242K
4.05K $218K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.31K
New
$160.89 - $176.18 $210K - $230K
1.31K $211K
SRE
Sempra Energy

Utilities
2.4K
New
$80.81 - $94.77 $194K - $227K
2.4K $210K
DHS
Wisdomtree Tr U.S

ETFs
2.26K
New
$92.66 - $100.58 $209K - $227K
2.26K $210K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
18.1K
New
$9.25 - $10.62 $168K - $192K
18.1K $176K
Dimensional ETF Trust
10K
New
N/A
10K $0
Dimensional ETF Trust
10.7K
New
N/A
10.7K $0
Lam Research Corp
3.25K
New
N/A
3.25K $0
Dimensional ETF Trust
327K
New
N/A
327K $0
Activity Summary
Buys All Purchases 214 New Holdings 35 Increased Positions 179 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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