Apella Capital, LLC Portfolio Holdings
Apella Capital, LLC
- $2.18 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 307
- Current Value $2.18 Billion
- Prior Value $1.97 Billion
- Filing
- Period Q2 2024
- Filing Date July 10, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 27 stocks
- Additional Purchases 170 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks