Apella Capital, LLC Purchases in Q4 2024

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
10K
New
N/A
10K $0
Dimensional ETF Trust
244K
+ 1001.22%
N/A
268K $0
Lam Research Corp
3.25K
New
N/A
3.25K $0
Dimensional ETF Trust
327K
New
N/A
327K $0
Dimensional ETF Trust
7.03K
+ 11.35%
N/A
69K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1.98K
+ 5.65%
N/A
37K $0
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
212
+ 1.35%
$22.1 - $22.59 $4.69K - $4.79K
15.9K $353K
COP
Conocophillips

Energy
185
+ 5.8%
$95.12 - $114.72 $17.6K - $21.2K
3.38K $334K
WELL
Welltower Inc.

Real Estate
21
+ 1.12%
$123.11 - $139.3 $2.59K - $2.93K
1.9K $239K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.08%
$126.68 - $134.74 $633 - $674
6.28K $800K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.6K
+ 197.66%
$27.54 - $83.04 $402K - $1.21M
22K $608K
CAT
Caterpillar Inc

Industrials
46
+ 5.81%
$360.37 - $416.88 $16.6K - $19.2K
838 $303K
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.38%
$162.69 - $181.35 $1.95K - $2.18K
3.16K $518K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.02K
+ 200.0%
$25.79 - $80.4 $155K - $484K
9.02K $235K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
204
+ 1.29%
$21.81 - $22.48 $4.45K - $4.59K
16.1K $351K
IWS
Ishares Russell Midcap Value E

ETFs
12
+ 0.41%
$128.08 - $140.32 $1.54K - $1.68K
2.97K $383K
FNDX
Schwab Fundamental U S Large C

ETFs
23.9K
+ 200.32%
$23.49 - $71.77 $561K - $1.72M
35.8K $848K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
213
+ 1.31%
$21.25 - $22.07 $4.53K - $4.7K
16.4K $350K
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.58K
+ 100.2%
$24.19 - $50.58 $135K - $282K
11.2K $270K
SNPS
Synopsys Inc

Technology
3
+ 0.51%
$485.36 - $588.0 $1.46K - $1.76K
592 $287K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
52
+ 0.23%
$44.33 - $49.55 $2.31K - $2.58K
22.6K $1.01M
CVX
Chevron Corp

Energy
51
+ 0.6%
$141.15 - $162.53 $7.2K - $8.29K
8.62K $1.25M
INTC
Intel Corp

Technology
1.15K
+ 10.59%
$19.07 - $26.23 $21.8K - $30K
12K $239K
ADBE
Adobe Inc.

Technology
70
+ 11.09%
$437.39 - $552.96 $30.6K - $38.7K
701 $311K
STN
Stantec Inc

Industrials
7
+ 0.08%
$78.45 - $87.5 $549 - $613
9.33K $731K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
33
+ 0.5%
$30.93 - $33.94 $1.02K - $1.12K
6.67K $206K
VLO
Valero Energy Corp

Energy
7
+ 0.39%
$118.59 - $144.02 $830 - $1.01K
1.81K $221K
IWD
Ishares Russell 1000 Val ETF

ETFs
75
+ 1.0%
$183.23 - $199.79 $13.7K - $15K
7.59K $1.4M
IYR
Ishares Tr

ETFs
25
+ 0.85%
$90.74 - $102.87 $2.27K - $2.57K
2.97K $276K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6
+ 0.04%
$51.09 - $55.27 $307 - $332
15.6K $796K
SOXX
Ishares Semiconductor ETF

ETFs
5
+ 0.25%
$211.27 - $239.8 $1.06K - $1.2K
1.98K $426K
SO
Southern CO

Utilities
200
+ 3.4%
$81.5 - $94.15 $16.3K - $18.8K
6.09K $501K
AEP
American Electric Power CO Inc

Utilities
133
+ 3.11%
$90.91 - $102.21 $12.1K - $13.6K
4.41K $406K
NKE
Nike, Inc.

Consumer Cyclical
51
+ 1.75%
$73.36 - $89.13 $3.74K - $4.55K
2.97K $224K
VSDA
Victory Portfolios Ii Victorys

ETFs
57
+ 0.35%
$50.67 - $55.17 $2.89K - $3.14K
16.4K $833K
KMB
Kimberly Clark Corp

Consumer Defensive
14
+ 0.41%
$130.37 - $146.09 $1.83K - $2.05K
3.43K $448K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
113
+ 0.77%
$38.37 - $42.82 $4.34K - $4.84K
14.7K $564K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
36
+ 0.18%
$68.01 - $70.67 $2.45K - $2.54K
19.6K $1.34M
ASML
Asml Holding Nv

Technology
3
+ 0.81%
$658.43 - $872.27 $1.98K - $2.62K
374 $259K
SHW
Sherwin Williams CO

Basic Materials
30
+ 2.09%
$338.75 - $399.71 $10.2K - $12K
1.47K $497K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.93%
$501.29 - $612.85 $2.51K - $3.06K
543 $282K
QCOM
Qualcomm Inc

Technology
186
+ 3.6%
$150.4 - $178.04 $28K - $33.1K
5.36K $822K
NEE
Nextera Energy Inc

Utilities
5
+ 0.11%
$69.77 - $85.43 $349 - $427
4.53K $324K
DHR
Danaher Corp

Healthcare
138
+ 6.89%
$226.16 - $274.52 $31.2K - $37.9K
2.14K $491K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.22K
+ 3.86%
$46.33 - $48.6 $335K - $351K
194K $9.02M
AMGN
Amgen Inc

Healthcare
3
+ 0.23%
$258.78 - $328.31 $776 - $985
1.29K $334K
KO
Coca Cola CO

Consumer Defensive
267
+ 2.53%
$61.74 - $71.71 $16.5K - $19.1K
10.8K $672K
MRK
Merck & Co., Inc.

Healthcare
423
+ 4.68%
$96.31 - $114.76 $40.7K - $48.5K
9.47K $942K
IEFA
Ishares Tr

ETFs
6.04K
+ 9.07%
$70.06 - $77.43 $423K - $467K
72.6K $5.1M
Activity Summary
Buys All Purchases 214 New Holdings 35 Increased Positions 179 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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