Apella Capital, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.18 Billion distributed in 307 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 $271M, Vanguard Bd Index Fd Inc Short with a value of $136M, Vanguard Total International B with a value of $110M, Vanguard Bd Index Fd Inc Total with a value of $95M, and Dimensional ETF Tr U S Target with a value of $85.4M.
Examining the 13F form we can see an increase of $213M in the current position value, from $1.97B to 2.18B.
Below you can find more details about Apella Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.18 Billion
ETFs: $2 Billion
Technology: $71 Million
Healthcare: $23.6 Million
Industrials: $18.6 Million
Financial Services: $14.6 Million
Consumer Cyclical: $11.3 Million
Consumer Defensive: $9.69 Million
Communication Services: $5.89 Million
Other: $7.89 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions