Apella Capital, LLC Purchases in Q1 2025

Apella Capital, LLC

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
1.09K
+ 33.98%
$168.59 - $212.13 $183K - $231K
4.29K $858K
HSY
Hershey CO

Consumer Defensive
1.88K
New
$144.74 - $186.36 $272K - $351K
1.88K $321K
T
At&T Inc.

Communication Services
5.32K
+ 17.98%
$21.56 - $28.28 $115K - $150K
34.9K $987K
OLED
Universal Display Corp Pa

Technology
2.14K
New
$139.48 - $161.59 $298K - $346K
2.14K $310K
PCT
Pure Cycle Technologies, Inc.

Industrials
44.1K
New
$6.92 - $10.9 $305K - $480K
44.1K $309K
AON
Aon PLC

Financial Services
770
New
$348.44 - $409.32 $268K - $315K
770 $307K
TFC
Truist Financial Corp

Financial Services
7.3K
New
$39.48 - $48.15 $288K - $352K
7.3K $300K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.03K
New
$96.85 - $111.39 $293K - $337K
3.03K $298K
VZ
Verizon Communications Inc

Communication Services
5.07K
+ 40.51%
$37.81 - $46.49 $192K - $236K
17.6K $797K
DFAR
Dimensional ETF Tr Dimensional

ETFs
11.6K
+ 13.45%
$22.35 - $24.52 $260K - $285K
98.2K $2.31M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.41K
New
$34.58 - $45.76 $222K - $293K
6.41K $292K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.66K
New
$168.84 - $202.89 $280K - $337K
1.66K $291K
UNH
Unitedhealth Group Inc

Healthcare
515
+ 44.13%
$461.52 - $548.18 $238K - $282K
1.68K $880K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.52K
New
$59.28 - $66.1 $268K - $299K
4.52K $290K
GD
General Dynamics Corp

Industrials
96
+ 0.34%
$241.94 - $272.58 $23.2K - $26.2K
28.4K $7.74M
NVS
Novartis Ag

Healthcare
2.54K
New
$97.14 - $115.57 $247K - $293K
2.54K $283K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5.47K
New
$45.62 - $51.12 $250K - $280K
5.47K $278K
APD
Air Products & Chemicals, Inc.

Basic Materials
931
New
$283.24 - $338.07 $264K - $315K
931 $274K
EWX
Spdr S&P Emerging Markets Smal

ETFs
7.33K
+ 7.94%
$55.48 - $59.47 $406K - $436K
99.6K $5.68M
BK
Bank Of New York Mellon Corp

Financial Services
3.24K
New
$75.42 - $88.95 $244K - $288K
3.24K $271K
CEG
Constellation Energy Corp

Utilities
1.32K
New
$201.63 - $347.44 $267K - $459K
1.32K $271K
HON
Honeywell International Inc

Industrials
1.41K
+ 74.38%
$202.75 - $226.52 $285K - $319K
3.3K $698K
DHI
Horton D R Inc

Consumer Cyclical
2.68K
+ 47.13%
$125.29 - $147.65 $336K - $395K
8.36K $1.06M
CMF
Ishares California Muni Bond E

ETFs
5.47K
+ 14.74%
$55.93 - $57.47 $306K - $314K
42.6K $2.39M
CVS
Cvs Health Corp

Healthcare
3.84K
New
$44.22 - $68.64 $170K - $263K
3.84K $260K
GOOG
Alphabet Inc.

Communication Services
3.17K
+ 46.18%
$156.06 - $207.71 $494K - $658K
10K $1.57M
ADI
Analog Devices Inc

Technology
1.26K
New
$201.56 - $243.82 $253K - $306K
1.26K $253K
ROK
Rockwell Automation, Inc

Industrials
961
New
$255.29 - $303.75 $245K - $292K
961 $248K
MO
Altria Group, Inc.

Consumer Defensive
3.53K
+ 79.94%
$50.81 - $60.02 $179K - $212K
7.94K $476K
PSX
Phillips 66

Energy
1.98K
New
$113.93 - $131.55 $226K - $261K
1.98K $244K
BKNG
Booking Holdings Inc.

Consumer Cyclical
53
New
$4295.4 - $5141.88 $228K - $273K
53 $244K
VHT
Vanguard Health Care ETF

ETFs
917
New
$254.06 - $273.83 $233K - $251K
917 $241K
FNF
Fidelity National Financial, Inc.

Financial Services
3.69K
New
$54.25 - $65.27 $200K - $241K
3.69K $239K
BMY
Bristol Myers Squibb CO

Healthcare
3.45K
+ 58.41%
$53.9 - $63.11 $186K - $218K
9.37K $571K
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.99K
+ 122.23%
$27.56 - $32.1 $248K - $288K
16.3K $459K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.99K
New
$55.75 - $77.63 $166K - $232K
2.99K $231K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.39K
New
$27.01 - $28.54 $227K - $239K
8.39K $231K
PRU
Prudential Financial Inc

Financial Services
2.01K
New
$105.04 - $122.33 $211K - $245K
2.01K $223K
PHM
Pultegroup Inc

Consumer Cyclical
2.07K
New
$101.09 - $118.51 $209K - $245K
2.07K $212K
NEE
Nextera Energy Inc

Utilities
3.02K
+ 66.71%
$66.96 - $76.16 $202K - $230K
7.56K $535K
LLY
Eli Lilly & CO

Healthcare
151
+ 9.45%
$725.72 - $929.72 $110K - $140K
1.75K $1.44M
SJM
J M Smucker CO

Consumer Defensive
1.75K
New
$100.41 - $118.41 $175K - $207K
1.75K $206K
MCK
Mckesson Corp

Healthcare
305
New
$566.21 - $672.99 $173K - $205K
305 $205K
BA
Boeing CO

Industrials
1.52K
+ 17.57%
$148.15 - $186.25 $226K - $284K
10.2K $1.74M
CSCO
Cisco Systems, Inc.

Technology
2.65K
+ 22.18%
$58.74 - $64.87 $156K - $172K
14.6K $901K
ORCL
Oracle Corp

Technology
2.6K
+ 40.52%
$139.81 - $186.47 $364K - $485K
9.02K $1.26M
ADP
Automatic Data Processing Inc

Industrials
389
+ 9.14%
$286.85 - $318.64 $112K - $124K
4.64K $1.42M
SYK
Stryker Corp

Healthcare
273
+ 5.95%
$355.18 - $399.9 $97K - $109K
4.86K $1.81M
FISV
Fiserv Inc

Technology
1.25K
New
N/A
1.25K $157K
Activity Summary
Buys All Purchases 265 New Holdings 56 Increased Positions 209 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 1
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