Apella Capital, LLC New Holdings in Q2 2025

Apella Capital, LLC

  • $3.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
20.3K
New
$299.15 - $396.54 $6.07M - $8.05M
20.3K $8.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
83.9K
New
$51.14 - $57.0 $4.29M - $4.78M
83.9K $4.77M
MLM
Martin Marietta Materials Inc

Basic Materials
7.25K
New
$452.51 - $568.19 $3.28M - $4.12M
7.25K $3.98M
LQD
Ishares Iboxx $ Investment Gra

ETFs
28.8K
New
$105.23 - $109.61 $3.03M - $3.16M
28.8K $3.16M
VOE
Vanguard Mid Cap Value Index F

ETFs
17.7K
New
$141.87 - $164.49 $2.52M - $2.92M
17.7K $2.92M
IAU
Ishares Gold Trust

ETFs
20.4K
New
$56.1 - $64.74 $1.14M - $1.32M
20.4K $1.27M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
66.5K
New
$18.11 - $18.97 $1.2M - $1.26M
66.5K $1.25M
VTHR
Vanguard Russell 3000 ETF

ETFs
4.27K
New
$218.71 - $272.75 $934K - $1.16M
4.27K $1.16M
JCPB
J P Morgan Exchange Traded Fd

ETFs
21.2K
New
$45.9 - $47.2 $975K - $1M
21.2K $999K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.4K
New
$44.68 - $45.96 $778K - $800K
17.4K $796K
SHV
Ishares Tr

ETFs
5.84K
New
$110.06 - $110.46 $642K - $645K
5.84K $644K
VPU
Vanguard Utilities ETF

ETFs
3.27K
New
$158.36 - $178.82 $518K - $585K
3.27K $577K
JPIB
Jpmorgan International Bond Op

ETFs
10.7K
New
$47.18 - $48.62 $503K - $518K
10.7K $517K
SHW
Sherwin Williams CO

Basic Materials
1.48K
New
$313.51 - $363.51 $463K - $537K
1.48K $507K
SAP
Sap Se

Technology
1.46K
New
$237.53 - $309.8 $348K - $453K
1.46K $444K
HTRB
Hartford Fds Total Return Bd E

ETFs
11.8K
New
$33.14 - $34.12 $390K - $401K
11.8K $396K
SPYG
Spdr Portfolio

ETFs
3.38K
New
$71.83 - $95.32 $243K - $322K
3.38K $322K
MMM
3 M CO

Industrials
2.04K
New
$126.09 - $154.15 $257K - $314K
2.04K $310K
GS
Goldman Sachs Group Inc

Financial Services
405
New
$462.22 - $707.75 $187K - $287K
405 $286K
SLV
I Shares Silver Trust

ETFs
8.7K
New
$27.08 - $33.74 $236K - $294K
8.7K $285K
REAX
Real Brokerage Inc

Real Estate
55.7K
New
$3.82 - $4.73 $213K - $264K
55.7K $251K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.48K
New
$28.98 - $37.18 $188K - $241K
6.48K $240K
CARR
Carrier Global Corp

Industrials
3.21K
New
$55.55 - $75.83 $178K - $243K
3.21K $234K
CB
Chubb LTD

Financial Services
790
New
$274.32 - $302.46 $217K - $239K
790 $228K
PFG
Principal Financial Group Inc

Financial Services
2.85K
New
$69.56 - $86.19 $198K - $246K
2.85K $226K
ITW
Illinois Tool Works Inc

Industrials
913
New
$218.41 - $252.43 $199K - $230K
913 $225K
EW
Edwards Lifesciences Corp

Healthcare
2.78K
New
$67.07 - $78.22 $186K - $217K
2.78K $217K
URI
United Rentals, Inc.

Industrials
287
New
$551.94 - $753.4 $158K - $216K
287 $216K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.34K
New
$74.88 - $91.97 $175K - $215K
2.34K $215K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.59K
New
$50.06 - $80.8 $129K - $209K
2.59K $208K
COF
Capital One Financial Corp

Financial Services
976
New
$150.57 - $212.76 $147K - $208K
976 $207K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.41K
New
$73.19 - $85.21 $176K - $205K
2.41K $205K
MTB
M&T Bank Corp

Financial Services
1.04K
New
$156.58 - $193.99 $163K - $202K
1.04K $202K
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.56K
New
$26.18 - $26.93 $198K - $204K
7.56K $201K
AMAT
Applied Materials Inc

Technology
1.06K
New
$126.95 - $183.52 $134K - $194K
1.06K $193K
ABC
Amerisourcebergen Corp

Healthcare
931
New
N/A
931 $172K
MPW
Medical Properties Trust Inc

Real Estate
10K
New
$4.31 - $5.91 $43.3K - $59.4K
10K $43K
PLG
Platinum Group Metals LTD

Basic Materials
20.3K
New
$1.01 - $1.73 $20.5K - $35.1K
20.3K $31K
Dimensional ETF Trust
12.6K
New
N/A
12.6K $0
Ishares Bitcoin Trust ETF
4.17K
New
N/A
4.17K $0
Vanguard Instl Index Fd
146K
New
N/A
146K $0
BFA
Brown Forman Corp Cl A
9.56K
New
N/A
9.56K $0
Dimensional ETF Trust
21.8K
New
N/A
21.8K $0
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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