Apella Capital, LLC Incresed Positions in Q4 2024

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
246
+ 4.54%
$385.02 - $431.37 $94.7K - $106K
5.66K $2.2M
SBUX
Starbucks Corp

Consumer Cyclical
576
+ 8.29%
$87.44 - $102.5 $50.4K - $59K
7.52K $685K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.87K
+ 200.0%
$22.4 - $68.28 $154K - $469K
10.3K $238K
EFA
Ishares Tr Msci Eafe ETF

ETFs
928
+ 11.34%
$75.1 - $82.99 $69.7K - $77K
9.11K $688K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
219
+ 1.46%
$23.25 - $23.37 $5.09K - $5.12K
15.2K $355K
PG
Procter & Gamble CO

Consumer Defensive
393
+ 3.48%
$161.05 - $179.7 $63.3K - $70.6K
11.7K $1.96M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
129
+ 0.81%
$50.67 - $50.9 $6.54K - $6.57K
16K $811K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.45K
+ 100.14%
$25.33 - $51.16 $163K - $330K
12.9K $333K
PM
Philip Morris International Inc.

Consumer Defensive
29
+ 0.98%
$118.38 - $133.06 $3.43K - $3.86K
2.99K $360K
PEG
Public Service Enterprise Group Inc

Utilities
291
+ 5.84%
$81.87 - $94.51 $23.8K - $27.5K
5.27K $445K
AVGE
American Centy ETF Tr Avantis
1.37K
+ 11.4%
N/A
13.4K $0
VUSB
Vanguard Bd Index Fds
54.5K
+ 47.88%
N/A
168K $0
Dimensional ETF Trust
244K
+ 1001.22%
N/A
268K $0
DFSI
Dimensional ETF Tr Dimen Intl
11.3K
+ 11.06%
N/A
113K $0
DFSB
Dimensional ETF Tr Dimensional
10.5K
+ 18.44%
N/A
67.3K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1.98K
+ 5.65%
N/A
37K $0
DFSV
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.05%
$30.18 - $33.87 $121 - $135
7.35K $226K
DFSU
Dimensional ETF Tr Dimen Us Su
14.1K
+ 10.63%
N/A
147K $0
Dimensional ETF Trust
7.03K
+ 11.35%
N/A
69K $0
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
12
+ 0.34%
$67.57 - $76.22 $811 - $915
3.54K $244K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
212
+ 1.35%
$22.1 - $22.59 $4.69K - $4.79K
15.9K $353K
WELL
Welltower Inc.

Real Estate
21
+ 1.12%
$123.11 - $139.3 $2.59K - $2.93K
1.9K $239K
COP
Conocophillips

Energy
185
+ 5.8%
$95.12 - $114.72 $17.6K - $21.2K
3.38K $334K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.08%
$126.68 - $134.74 $633 - $674
6.28K $800K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
702
+ 1.68%
$20.08 - $20.61 $14.1K - $14.5K
42.5K $855K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.6K
+ 197.66%
$27.54 - $83.04 $402K - $1.21M
22K $608K
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
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
IWS
Ishares Russell Midcap Value E

ETFs
12
+ 0.41%
$128.08 - $140.32 $1.54K - $1.68K
2.97K $383K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
213
+ 1.31%
$21.25 - $22.07 $4.53K - $4.7K
16.4K $350K
FNDX
Schwab Fundamental U S Large C

ETFs
23.9K
+ 200.32%
$23.49 - $71.77 $561K - $1.72M
35.8K $848K
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.58K
+ 100.2%
$24.19 - $50.58 $135K - $282K
11.2K $270K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
52
+ 0.23%
$44.33 - $49.55 $2.31K - $2.58K
22.6K $1.01M
SNPS
Synopsys Inc

Technology
3
+ 0.51%
$485.36 - $588.0 $1.46K - $1.76K
592 $287K
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
IWD
Ishares Russell 1000 Val ETF

ETFs
75
+ 1.0%
$183.23 - $199.79 $13.7K - $15K
7.59K $1.4M
VLO
Valero Energy Corp

Energy
7
+ 0.39%
$118.59 - $144.02 $830 - $1.01K
1.81K $221K
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
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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