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
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
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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.57K
+ 3.6%
$34.13 - $37.35 $53.6K - $58.7K
45.2K $1.54M
EWX
Spdr S&P Emerging Markets Smal

ETFs
4.01K
+ 4.54%
$58.61 - $64.79 $235K - $259K
92.3K $5.41M
JPIN
Jp Morgan Diversified Return I

ETFs
76
+ 0.41%
$53.56 - $59.9 $4.07K - $4.55K
18.6K $995K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.7K
+ 101.2%
$18.41 - $40.87 $583K - $1.3M
63K $1.17M
AVRE
American Centy ETF Tr Avantis
366
+ 1.3%
$41.03 - $46.91 $15K - $17.2K
28.6K $1.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.17K
+ 3.18%
$33.39 - $37.66 $72.4K - $81.6K
70.3K $2.35M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.01%
$164.99 - $203.87 $165 - $204
8.07K $1.43M
PEP
Pepsico Inc

Consumer Defensive
111
+ 1.12%
$151.29 - $176.1 $16.8K - $19.5K
10K $1.52M
AMD
Advanced Micro Devices Inc

Technology
105
+ 2.28%
$118.88 - $172.8 $12.5K - $18.1K
4.71K $569K
JNJ
Johnson & Johnson

Healthcare
348
+ 1.45%
$143.34 - $165.86 $49.9K - $57.7K
24.3K $3.52M
BND
Vanguard Bd Index Fd Inc Total

ETFs
46.9K
+ 3.19%
$71.75 - $75.11 $3.37M - $3.52M
1.52M $109M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
41K
+ 3.95%
$44.04 - $49.49 $1.81M - $2.03M
1.08M $47.6M
VEA
Vanguard Ftse Developed Market

ETFs
54.5K
+ 4.51%
$47.57 - $52.44 $2.59M - $2.86M
1.26M $60.4M
SCHO
Schwab Short Term Us Treasury

ETFs
328K
+ 72.08%
$24.06 - $48.88 $7.89M - $16M
783K $18.8M
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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