Apella Capital, LLC Portfolio Holdings
Apella Capital, LLC
- $2.41 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 320
- Current Value $2.41 Billion
- Prior Value $2.18 Billion
- Filing
- Period Q3 2024
- Filing Date October 03, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 20 stocks
- Additional Purchases 186 stocks
- Sold out of 0 stocks
- Reduced holdings in 88 stocks