Apella Capital, LLC Reduced Holdings in Q2 2025

Apella Capital, LLC

  • $3.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-305K
- 17.76%
$48.77 - $49.55 $14.9M - $15.1M
1.41M $70M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-76.9K
- 4.53%
$77.74 - $78.78 $5.98M - $6.06M
1.62M $128M
MUB
Ishares National Muni Bond ETF

ETFs
-37.9K
- 17.76%
$102.31 - $105.8 $3.88M - $4.01M
176K $18.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-31.5K
- 15.85%
$85.42 - $94.39 $2.69M - $2.98M
167K $15.7M
SCHO
Schwab Short Term Us Treasury

ETFs
-95.2K
- 21.06%
$24.19 - $24.45 $2.3M - $2.33M
357K $8.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
-11.7K
- 20.78%
$166.82 - $194.23 $1.95M - $2.28M
44.7K $8.67M
VGIT
Vanguard Intermediate Term Tre

ETFs
-31.3K
- 19.38%
$58.63 - $59.9 $1.83M - $1.87M
130K $7.78M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-32.1K
- 4.99%
$46.77 - $47.89 $1.5M - $1.54M
611K $29M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-16.9K
- 15.08%
$91.23 - $97.27 $1.54M - $1.65M
95.2K $9.26M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-29.8K
- 6.34%
$49.57 - $50.27 $1.47M - $1.5M
440K $22.1M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-14.6K
- 40.57%
$79.41 - $86.53 $1.16M - $1.26M
21.4K $1.85M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-63.2K
- 15.74%
$29.41 - $37.21 $1.86M - $2.35M
338K $12.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-10K
- 7.62%
$77.94 - $79.5 $782K - $798K
122K $9.68M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-15.5K
- 15.42%
$73.0 - $85.5 $1.13M - $1.32M
84.9K $7.14M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-25.2K
- 4.54%
$23.29 - $23.38 $587K - $589K
530K $12.4M
AVIG
American Centy ETF Tr Avantis

ETFs
-14.3K
- 35.17%
$40.41 - $41.62 $579K - $597K
26.4K $1.1M
REET
Ishares Global Reit ETF

ETFs
-25.1K
- 21.86%
$21.59 - $25.16 $542K - $632K
89.8K $2.22M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-23.8K
- 15.94%
$35.9 - $43.76 $854K - $1.04M
125K $5.42M
HEFA
Ishares Currency Hedged Msci E

ETFs
-16.8K
- 19.57%
$32.11 - $38.21 $539K - $641K
69K $2.62M
PEP
Pepsico Inc

Consumer Defensive
-447
- 1.98%
$128.02 - $151.37 $57.2K - $67.7K
22.1K $2.92M
RWO
Spdr Dow Jones Global Real Est

ETFs
-9.11K
- 27.73%
$38.85 - $45.0 $354K - $410K
23.7K $1.05M
EEMV
Ishares Msci Emerging Markets

ETFs
-11.8K
- 14.41%
$54.12 - $62.8 $637K - $739K
69.9K $4.39M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-48.8K
- 14.17%
$36.01 - $45.69 $1.76M - $2.23M
296K $13.5M
DOCS
Doximity, Inc.

Healthcare
-9.17K
- 11.6%
$50.71 - $61.34 $465K - $562K
69.9K $4.29M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.72K
- 5.26%
$47.02 - $47.83 $316K - $321K
121K $5.78M
VIG
Vanguard Dividend Appreciation

ETFs
-1.5K
- 2.41%
N/A
60.7K $11.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3K
- 5.63%
$82.21 - $83.12 $247K - $250K
50.3K $4.17M
ZM
Zoom Video Communications, Inc.

Technology
-3.75K
- 11.87%
$66.7 - $84.62 $250K - $318K
27.9K $2.17M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.19K
- 4.42%
$51.68 - $52.76 $165K - $168K
69K $3.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.75K
- 6.56%
$90.56 - $109.49 $430K - $520K
67.7K $7.4M
IEMG
Ishares Inc

ETFs
-2.44K
- 4.71%
N/A
49.4K $2.65M
AVUS
American Centy ETF Tr Avantis

ETFs
-18.1K
- 9.59%
$81.38 - $100.82 $1.48M - $1.83M
171K $17.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.87K
- 15.31%
$320.42 - $421.7 $1.56M - $2.06M
27K $11.4M
UNP
Union Pacific Corp

Industrials
-130
- 1.36%
$208.27 - $238.46 $27.1K - $31K
9.46K $2.18M
ELV
Elevance Health, Inc.

Healthcare
-2
- 0.1%
$372.27 - $452.69 $745 - $905
1.92K $748K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.04K
- 7.34%
$28.02 - $32.37 $57.2K - $66K
25.7K $817K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-6.02K
- 12.42%
$29.0 - $35.55 $175K - $214K
42.4K $1.51M
TIP
Ishares Tr Tips Bd ETF

ETFs
-503
- 5.5%
$107.93 - $110.97 $54.3K - $55.8K
8.65K $951K
CRM
Salesforce, Inc.

Technology
-296
- 5.31%
$236.26 - $291.15 $69.9K - $86.2K
5.28K $1.44M
ADP
Automatic Data Processing Inc

Industrials
-213
- 4.59%
$276.76 - $326.81 $58.9K - $69.6K
4.43K $1.37M
NVS
Novartis Ag

Healthcare
-519
- 20.44%
$101.96 - $121.01 $52.9K - $62.8K
2.02K $244K
VHT
Vanguard Health Care ETF

ETFs
-92
- 10.03%
$236.71 - $261.92 $21.8K - $24.1K
825 $204K
INTC
Intel Corp

Technology
-1.31K
- 9.14%
$18.13 - $22.69 $23.8K - $29.8K
13K $292K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.65K
- 3.83%
$20.66 - $20.74 $34K - $34.1K
41.3K $854K
TTD
Trade Desk, Inc.

Technology
-1.63K
- 33.28%
$45.27 - $79.4 $73.9K - $130K
3.27K $235K
ALL
Allstate Corp

Financial Services
-42
- 1.18%
$180.53 - $212.64 $7.58K - $8.93K
3.51K $705K
PCAR
Paccar Inc

Industrials
-103
- 1.31%
$86.4 - $99.09 $8.9K - $10.2K
7.78K $739K
D
Dominion Energy, Inc

Utilities
-425
- 5.07%
$49.66 - $58.0 $21.1K - $24.7K
7.96K $449K
PRU
Prudential Financial Inc

Financial Services
-110
- 5.49%
$95.12 - $112.71 $10.5K - $12.4K
1.9K $203K
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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