Apella Capital, LLC Portfolio Holdings

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024

Apella Capital, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.54 Billion distributed in 341 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $367M, Vanguard Bd Index Fd Inc Short with a value of $140M, Vanguard Bd Index Fd Inc Total with a value of $109M, Vanguard Total International B with a value of $107M, and Vanguard Total Stock Market Et with a value of $96.2M.

Examining the 13F form we can see an increase of $135M in the current position value, from $2.41B to 2.54B.

Below you can find more details about Apella Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.54 Billion
ETFs: $2.33 Billion
Technology: $77.6 Million
Healthcare: $25.3 Million
Industrials: $21 Million
Financial Services: $18.5 Million
Consumer Cyclical: $15.6 Million
Consumer Defensive: $9.34 Million
Communication Services: $7.92 Million
Other: $9.54 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$206B
$800,000 0.03% of portfolio
7,190
Q4 2024 Added 2.54%
$245B
$707,000 0.03% of portfolio
11,952
Q4 2024 Added 6.77%
$83.6B
$685,000 0.03% of portfolio
2,956
Q4 2024 Added 6.18%
$173B
$673,000 0.03% of portfolio
29,590
Q4 2024 Added 0.83%
$224B
$720,000 0.03% of portfolio
6,371
Q4 2024 Added 2.91%
$96.9B
$705,000 0.03% of portfolio
1,910
Q4 2024 Reduced 1.34%
$38.6B
$827,000 0.03% of portfolio
7,956
Q4 2024 Reduced 0.19%
$375B
$498,000 0.02% of portfolio
11,333
Q4 2024 Added 4.26%
$54.4B
$624,000 0.02% of portfolio
5,316
Q4 2024 Added 0.3%
$45.9B
$402,000 0.02% of portfolio
7,466
Q4 2024 Reduced 2.7%
$149B
$427,000 0.02% of portfolio
1,893
Q4 2024 Added 13.76%
$40.8B
$445,000 0.02% of portfolio
5,274
Q4 2024 Added 5.84%
$85.2B
$544,000 0.02% of portfolio
5,057
Q4 2024 Added 58.18%
$218B
$534,000 0.02% of portfolio
3,202
Q4 2024 Reduced 14.29%
$144B
$558,000 0.02% of portfolio
4,623
Q4 2024 Reduced 0.11%
$23.7B
$389,000 0.02% of portfolio
2,087
Q4 2024 Reduced 0.33%
$5.81B
$522,000 0.02% of portfolio
2,575
Q4 2024 Reduced 5.57%
$503B
$590,000 0.02% of portfolio
1,167
Q4 2024 Reduced 1.68%
$51.6B
$622,000 0.02% of portfolio
3,231
Q4 2024 Added 1.89%
$90.2B
$501,000 0.02% of portfolio
6,091
Q4 2024 Added 3.4%
$93.4B
$497,000 0.02% of portfolio
1,465
Q4 2024 Added 2.09%
$76.2B
$581,000 0.02% of portfolio
4,693
Q4 2024 Reduced 1.28%
$163B
$491,000 0.02% of portfolio
2,142
Q4 2024 Added 6.89%
$149B
$563,000 0.02% of portfolio
21,228
Q4 2024 Added 16.68%
$169B
$500,000 0.02% of portfolio
12,505
Q4 2024 Reduced 9.47%
$549B
$563,000 0.02% of portfolio
1,782
Q4 2024 Reduced 0.22%
$64.6B
$496,000 0.02% of portfolio
3,598
Q4 2024 Added 1.58%
$143B
$488,000 0.02% of portfolio
3,304
Q4 2024 Reduced 0.51%
$94B
$585,000 0.02% of portfolio
2,100
Q4 2024 Added 131.79%
$86B
$570,000 0.02% of portfolio
2,826
Q4 2024 Added 5.06%
$43.8B
$448,000 0.02% of portfolio
3,426
Q4 2024 Added 0.41%
$74.1B
$521,000 0.02% of portfolio
1,112
Q4 2024 Added 128.81%
$189B
$569,000 0.02% of portfolio
4,713
Q4 2024 Added 2.28%
$50.4B
$406,000 0.02% of portfolio
4,405
Q4 2024 Added 3.11%
$8.62B
$395,000 0.02% of portfolio
7,282
Q4 2024 Added 0.93%
$157B
$633,000 0.02% of portfolio
8,376
Q4 2024 Reduced 27.47%
$205B
$311,000 0.01% of portfolio
701
Q4 2024 Added 11.09%
$208B
$303,000 0.01% of portfolio
838
Q4 2024 Added 5.81%
$236B
$276,000 0.01% of portfolio
931
Q4 2024 Reduced 3.02%
$53.8B
$221,000 0.01% of portfolio
1,810
Q4 2024 Added 0.39%
$223B
$282,000 0.01% of portfolio
543
Q4 2024 Added 0.93%
$153B
$268,000 0.01% of portfolio
1,178
Q4 2024 Added 19.59%
$58.5B
$290,000 0.01% of portfolio
1,207
Q4 2024 Added 0.42%
$68.3B
$218,000 0.01% of portfolio
4,045
Q4 2024 New
$69.5B
$176,000 0.01% of portfolio
18,124
Q4 2024 New
$283B
$259,000 0.01% of portfolio
374
Q4 2024 Added 0.81%
$61.4B
$297,000 0.01% of portfolio
558
Q4 2024 Added 1.45%
$70.4B
$347,000 0.01% of portfolio
1,531
Q4 2024 Added 16.34%
$151B
$334,000 0.01% of portfolio
1,285
Q4 2024 Added 0.23%

Summary

  • Portfolio
  • No. of Stocks 341
  • Current Value $2.54 Billion
  • Prior Value $2.41 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 35 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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