Apella Capital, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.41 Billion distributed in 320 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 $302M, Vanguard Bd Index Fd Inc Short with a value of $148M, Vanguard Total International B with a value of $122M, Vanguard Bd Index Fd Inc Total with a value of $111M, and Dimensional ETF Tr U S Target with a value of $97.6M.
Examining the 13F form we can see an increase of $223M in the current position value, from $2.18B to 2.41B.
Below you can find more details about Apella Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.41 Billion
ETFs: $2.2 Billion
Technology: $77.4 Million
Healthcare: $25.9 Million
Industrials: $21.1 Million
Financial Services: $17 Million
Consumer Cyclical: $13.8 Million
Consumer Defensive: $9.26 Million
Communication Services: $6.78 Million
Other: $9.49 Million
Stock Holdings Table Market Cap. of $200 Billions or more
