Apella Capital, LLC Reduced Holdings in Q4 2025

Apella Capital, LLC

  • $4.73 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
-47.6K
- 16.48%
$239.57 - $253.74 $11.4M - $12.1M
241K $59.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-19.7K
- 12.88%
$245.79 - $258.02 $4.83M - $5.07M
133K $32.7M
BNDX
Vanguard Total International B

ETFs
-111K
- 9.29%
$49.3 - $49.91 $5.47M - $5.54M
1.08M $53.6M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-83.7K
- 10.18%
$43.57 - $45.71 $3.65M - $3.83M
738K $33.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.33K
- 0.38%
$55.75 - $58.83 $353K - $372K
1.65M $93.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-22.2K
- 15.75%
$92.34 - $95.43 $2.05M - $2.12M
119K $11.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-10.5K
- 5.87%
$139.66 - $144.52 $1.47M - $1.52M
169K $23.9M
DOCS
Doximity, Inc.

Healthcare
-4
- 0.01%
$47.07 - $73.53 $188 - $294
61K $2.87M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.82K
- 7.87%
$191.01 - $199.18 $1.3M - $1.36M
79.8K $15.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.16K
- 5.7%
$589.5 - $635.77 $1.27M - $1.37M
35.7K $21.6M
MLM
Martin Marietta Materials Inc

Basic Materials
-1.39K
- 19.14%
$596.44 - $656.85 $827K - $910K
5.86K $3.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-13K
- 31.49%
$55.57 - $63.17 $723K - $821K
28.3K $1.57M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-30.6K
- 10.49%
$39.72 - $42.69 $1.21M - $1.31M
261K $11M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-8.15K
- 10.08%
$96.34 - $98.02 $785K - $798K
72.7K $7.02M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-19.6K
- 7.67%
$46.88 - $48.98 $917K - $959K
235K $11.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-10.6K
- 14.54%
$83.65 - $86.6 $886K - $917K
62.2K $5.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.54K
- 19.39%
$82.69 - $83.12 $789K - $793K
39.7K $3.29M
DFAX
Dimensional ETF Tr
-43.7K
- 3.78%
$30.71 - $32.34 $1.34M - $1.41M
1.11M $35.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5.09K
- 6.01%
$142.82 - $150.36 $727K - $766K
79.6K $11.7M
JPM
Jpmorgan Chase & CO

Financial Services
-909
- 3.94%
$294.11 - $320.41 $267K - $291K
22.2K $6.66M
GD
General Dynamics Corp

Industrials
-2.06K
- 7.23%
$330.59 - $353.77 $682K - $729K
26.5K $9.11M
SCHO
Schwab Short Term Us Treasury

ETFs
-24K
- 8.42%
$24.31 - $24.46 $583K - $587K
261K $6.35M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-12.5K
- 11.85%
$43.84 - $45.35 $548K - $566K
92.9K $4.16M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9.27K
- 41.35%
$44.53 - $47.25 $413K - $438K
13.1K $598K
IEMG
Ishares Inc

ETFs
-7.61K
- 4.05%
N/A
180K $9.65M
BX
Blackstone Inc.

Financial Services
-128
- 1.08%
$138.42 - $168.45 $17.7K - $21.6K
11.8K $1.63M
EFV
Msci Eafe Value ETF

ETFs
-10.1K
- 7.62%
$66.73 - $70.99 $672K - $715K
122K $8.58M
EEMV
Ishares Msci Emerging Markets

ETFs
-6.58K
- 10.91%
$62.97 - $65.76 $415K - $433K
53.8K $3.51M
PM
Philip Morris International Inc.

Consumer Defensive
-419
- 1.46%
$144.33 - $160.86 $60.5K - $67.4K
28.3K $4.32M
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 0.69%
$358.03 - $397.02 $16.5K - $18.3K
6.65K $2.38M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-639
- 2.21%
$76.92 - $92.53 $49.2K - $59.1K
28.3K $2.17M
GOOGL
Alphabet Inc.

Communication Services
-6.51K
- 14.64%
$236.57 - $291.31 $1.54M - $1.9M
38K $10.5M
VUG
Vanguard Growth ETF

ETFs
-897
- 2.14%
$470.44 - $504.26 $422K - $452K
41K $19.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-913
- 7.77%
$293.81 - $310.11 $268K - $283K
10.8K $3.31M
BA
Boeing CO

Industrials
-104
- 1.04%
$191.81 - $225.32 $19.9K - $23.4K
9.87K $1.89M
DHI
Horton D R Inc

Consumer Cyclical
-125
- 1.46%
$142.43 - $174.95 $17.8K - $21.9K
8.45K $1.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.91K
- 3.94%
$59.84 - $60.54 $234K - $237K
95.4K $5.72M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.31K
- 4.7%
$47.86 - $48.14 $206K - $207K
87.3K $4.18M
TSLA
Tesla, Inc.

Consumer Cyclical
-88
- 1.71%
$401.99 - $468.37 $35.4K - $41.2K
5.07K $2.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.41K
- 1.93%
$199.44 - $208.01 $282K - $294K
71.9K $14.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.77K
- 6.46%
$50.57 - $50.77 $190K - $191K
54.5K $2.76M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-16.6K
- 8.5%
$21.43 - $22.74 $355K - $377K
179K $4.01M
ADP
Automatic Data Processing Inc

Industrials
-8
- 0.18%
$250.9 - $292.94 $2.01K - $2.34K
4.45K $1.12M
REET
Ishares Global Reit ETF

ETFs
-4.95K
- 8.23%
$24.8 - $26.02 $123K - $129K
55.2K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
-50
- 0.29%
$145.5 - $153.18 $7.28K - $7.66K
17K $2.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.32K
- 1.24%
$118.29 - $126.28 $156K - $167K
105K $12.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.95K
- 2.81%
$52.76 - $53.18 $103K - $103K
67.3K $3.55M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.49K
- 23.25%
$68.28 - $84.44 $102K - $126K
4.92K $374K
HON
Honeywell International Inc

Industrials
-219
- 5.72%
$194.07 - $220.67 $42.5K - $48.3K
3.61K $708K
Activity Summary
Buys All Purchases 381 New Holdings 66 Increased Positions 315 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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