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 Market Cap. of $200 Billions or more
