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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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