Apella Capital, LLC New Holdings in Q3 2025

Apella Capital, LLC

  • $4.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
450K
New
$47.02 - $47.71 $21.2M - $21.5M
450K $21.4M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
195K
New
$20.34 - $21.61 $3.97M - $4.22M
195K $4.2M
IDEV
Ishares Core Msci Intl Develop

ETFs
19.2K
New
$74.68 - $80.26 $1.44M - $1.54M
19.2K $1.54M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.2K
New
$97.75 - $100.75 $1.39M - $1.43M
14.2K $1.43M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
29.2K
New
$41.64 - $45.4 $1.22M - $1.33M
29.2K $1.33M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
33.6K
New
$35.41 - $38.93 $1.19M - $1.31M
33.6K $1.31M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
41.4K
New
$24.11 - $24.94 $998K - $1.03M
41.4K $1.03M
BSCV
Invesco ETF Self Indexed Fd Tr
48.2K
New
$16.39 - $16.83 $791K - $812K
48.2K $804K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
16.6K
New
$36.73 - $38.68 $610K - $643K
16.6K $642K
XYLD
Global X Fds S&P 500 Covered C

ETFs
13.3K
New
$38.52 - $39.39 $514K - $526K
13.3K $523K
WPC
W. P. Carey Inc.

Real Estate
7.33K
New
$61.29 - $68.7 $449K - $504K
7.33K $495K
NYF
Ishares New York Muni Bond ETF

ETFs
9.02K
New
$51.6 - $53.44 $465K - $482K
9.02K $480K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
9K
New
$50.09 - $50.73 $451K - $457K
9K $455K
C
Citigroup Inc

Financial Services
4.38K
New
$85.57 - $103.49 $375K - $453K
4.38K $444K
APO
Apollo Global Management, Inc.

Financial Services
2.88K
New
$131.55 - $156.05 $379K - $450K
2.88K $384K
LNT
Alliant Energy Corp

Utilities
4.99K
New
$60.76 - $67.41 $303K - $336K
4.99K $336K
WRB
Berkley W R Corp

Financial Services
4.02K
New
$67.78 - $76.62 $272K - $308K
4.02K $308K
MU
Micron Technology Inc

Technology
1.78K
New
$104.88 - $168.89 $187K - $301K
1.78K $298K
DGRO
Ishares Core Dividend Growth E

ETFs
4.33K
New
$64.12 - $68.08 $278K - $295K
4.33K $295K
LII
Lennox International Inc

Industrials
541
New
$516.18 - $664.54 $279K - $360K
541 $286K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
6.48K
New
$42.43 - $45.05 $275K - $292K
6.48K $284K
AFL
Aflac Inc

Financial Services
2.54K
New
$98.09 - $111.7 $249K - $283K
2.54K $283K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
969
New
$224.68 - $282.71 $218K - $274K
969 $270K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.19K
New
N/A
4.19K $261K
MOFG
Mid West One Financial Group, Inc.

Financial Services
9.22K
New
$26.73 - $30.69 $246K - $283K
9.22K $260K
APH
Amphenol Corp

Technology
2.09K
New
$97.39 - $125.4 $204K - $263K
2.09K $259K
HCA
Hca Healthcare, Inc.

Healthcare
601
New
$334.32 - $426.2 $201K - $256K
601 $256K
GLW
Corning Inc

Technology
3.07K
New
$51.6 - $82.03 $158K - $251K
3.07K $251K
SRE
Sempra Energy

Utilities
2.63K
New
$74.14 - $89.98 $195K - $237K
2.63K $236K
HYD
Vaneck High Yield Muni ETF

ETFs
4.64K
New
$48.85 - $50.94 $227K - $236K
4.64K $236K
TRV
Travelers Companies, Inc.

Financial Services
834
New
$250.62 - $279.43 $209K - $233K
834 $232K
TD
Toronto Dominion Bank

Financial Services
2.88K
New
$72.55 - $79.95 $209K - $230K
2.88K $230K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
9.05K
New
$24.87 - $25.69 $225K - $233K
9.05K $230K
USB
Us Bancorp \De\

Financial Services
4.56K
New
$43.94 - $50.41 $200K - $230K
4.56K $220K
CI
Cigna Corp

Healthcare
763
New
$262.23 - $334.39 $200K - $255K
763 $219K
IQV
Iqvia Holdings Inc.

Healthcare
1.13K
New
$157.68 - $200.82 $178K - $227K
1.13K $214K
LEN
Lennar Corp

Consumer Cyclical
1.69K
New
$107.73 - $142.4 $182K - $241K
1.69K $213K
SCHW
Schwab Charles Corp

Financial Services
2.2K
New
$91.03 - $98.69 $200K - $217K
2.2K $210K
SHEL
Shell PLC

Energy
2.92K
New
$69.82 - $73.93 $204K - $216K
2.92K $209K
STRL
Sterling Construction CO Inc

Industrials
611
New
$222.54 - $371.84 $136K - $227K
611 $207K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.91K
New
$22.64 - $23.22 $202K - $207K
8.91K $205K
ACWI
Ishares Msci Acwi ETF

ETFs
1.48K
New
$128.32 - $138.41 $190K - $205K
1.48K $204K
BLD
Top Build Corp

Industrials
521
New
$343.19 - $443.31 $179K - $231K
521 $203K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.31K
New
$80.54 - $89.67 $186K - $207K
2.31K $202K
AVES
American Centy ETF Tr Avantis

ETFs
3.51K
New
$53.51 - $57.96 $188K - $203K
3.51K $201K
DAL
Delta Air Lines, Inc.

Industrials
3.55K
New
$49.0 - $61.97 $174K - $220K
3.55K $201K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.35K
New
$53.54 - $64.21 $179K - $215K
3.35K $200K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.1K
New
$116.14 - $168.56 $128K - $185K
1.1K $185K
NEM
Newmont Corp

Basic Materials
2.11K
New
$57.35 - $85.25 $121K - $180K
2.11K $178K
Activity Summary
Buys All Purchases 343 New Holdings 63 Increased Positions 280 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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