Apella Capital, LLC Purchases in Q1 2025

Apella Capital, LLC

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
285
+ 1.48%
$50.39 - $50.66 $14.4K - $14.4K
19.5K $988K
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 10.5%
$497.6 - $606.74 $28.4K - $34.6K
600 $298K
PFE
Pfizer Inc

Healthcare
1.37K
+ 6.47%
$25.01 - $27.13 $34.4K - $37.3K
22.6K $572K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
158
+ 0.99%
$50.72 - $50.92 $8.01K - $8.05K
16.2K $820K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
59
+ 1.33%
$50.82 - $52.7 $3K - $3.11K
4.49K $235K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.9K
+ 9.45%
$37.84 - $44.02 $223K - $260K
68.4K $2.63M
VSDA
Victory Portfolios Ii Victorys

ETFs
39
+ 0.24%
$49.77 - $53.06 $1.94K - $2.07K
16.4K $839K
BDX
Becton Dickinson & CO

Healthcare
9
+ 0.59%
$222.79 - $249.08 $2.01K - $2.24K
1.54K $352K
IYR
Ishares Tr

ETFs
7
+ 0.24%
$89.49 - $98.98 $626 - $693
2.97K $281K
SAIC
Science Applications International Corp

Technology
1
+ 0.01%
$95.77 - $119.82 $95.8 - $120
7.23K $811K
OXY
Occidental Petroleum Corp

Energy
62
+ 1.12%
$45.45 - $52.7 $2.82K - $3.27K
5.59K $275K
Dimensional ETF Trust
18.9K
+ 27.43%
N/A
87.9K $0
Lam Research Corp
27
+ 0.83%
N/A
3.28K $0
DFSU
Dimensional ETF Tr Dimen Us Su
52K
+ 35.42%
N/A
199K $0
Pimco ETF Tr
381
+ 3.28%
N/A
12K $0
Jacobs Solutions Inc
2.05K
New
N/A
2.05K $0
DFSI
Dimensional ETF Tr Dimen Intl
31.8K
+ 28.01%
N/A
145K $0
Dimensional ETF Trust
610K
+ 186.31%
N/A
937K $0
VUSB
Vanguard Bd Index Fds
5.6K
+ 3.33%
N/A
174K $0
Dimensional ETF Trust
451K
+ 168.13%
N/A
720K $0
Linde PLC
600
New
N/A
600 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
10.8K
+ 29.3%
N/A
47.8K $0
Ge Vernova Inc
320
+ 42.05%
N/A
1.08K $0
PEG
Public Service Enterprise Group Inc

Utilities
144
+ 2.73%
$78.2 - $90.39 $11.3K - $13K
5.42K $445K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
74
+ 0.62%
$51.26 - $52.53 $3.79K - $3.89K
12K $616K
American Centy ETF Tr
5.83K
New
N/A
5.83K $0
Dimensional ETF Trust
14.8K
New
N/A
14.8K $0
DFSB
Dimensional ETF Tr Dimensional
11.4K
+ 16.89%
N/A
78.6K $0
Manager Directed Portfolios
7.84K
+ 68.79%
N/A
19.2K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
178
+ 0.94%
$11.22 - $11.8 $2K - $2.1K
19K $215K
TT
Trane Technologies PLC

Industrials
194
+ 9.03%
$332.0 - $400.86 $64.4K - $77.8K
2.34K $789K
PH
Parker Hannifin Corp

Industrials
11
+ 2.84%
$591.65 - $707.05 $6.51K - $7.78K
398 $241K
ASML
Asml Holding Nv

Technology
7
+ 1.87%
$662.63 - $776.99 $4.64K - $5.44K
381 $252K
FSK
Fs Kkr Capital Corp

Financial Services
117
+ 0.72%
$20.47 - $24.06 $2.39K - $2.82K
16.3K $341K
FNDX
Schwab Fundamental U S Large C

ETFs
37
+ 0.1%
$23.03 - $25.01 $852 - $925
35.9K $838K
AXP
American Express CO

Financial Services
61
+ 6.55%
$255.39 - $325.87 $15.6K - $19.9K
992 $266K
IWS
Ishares Russell Midcap Value E

ETFs
10
+ 0.34%
$122.59 - $135.24 $1.23K - $1.35K
2.98K $372K
AMP
Ameriprise Financial Inc

Financial Services
23
+ 4.12%
$472.29 - $575.13 $10.9K - $13.2K
581 $281K
EMR
Emerson Electric CO

Industrials
461
+ 9.82%
$108.64 - $131.17 $50.1K - $60.5K
5.15K $565K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
165
+ 0.9%
$21.23 - $23.75 $3.5K - $3.92K
18.5K $397K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
6
+ 0.17%
$62.28 - $71.92 $374 - $432
3.54K $224K
SPMD
Spdr Portfolio

ETFs
11
+ 0.18%
$50.21 - $57.73 $552 - $635
6.1K $311K
QQQ
Invesco Qqq Trust, Series 1

ETFs
269
+ 7.07%
$468.34 - $539.52 $126K - $145K
4.07K $1.91M
AYI
Acuity Brands Inc

Industrials
2
+ 0.16%
$257.8 - $337.07 $516 - $674
1.22K $320K
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$206.38 - $242.18 $206 - $242
1.57K $324K
SOXX
Ishares Semiconductor ETF

ETFs
51
+ 2.58%
$188.17 - $235.81 $9.6K - $12K
2.03K $383K
DHR
Danaher Corp

Healthcare
30
+ 1.4%
$201.62 - $250.59 $6.05K - $7.52K
2.17K $445K
IJS
Ishares S&P Smallcap 600 Value

ETFs
87
+ 1.23%
$96.3 - $112.23 $8.38K - $9.76K
7.18K $697K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
23
+ 0.08%
$49.85 - $56.22 $1.15K - $1.29K
28.2K $1.43M
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
Track This Portfolio

Track Apella Capital, LLC Portfolio

Follow Apella Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email