Apella Capital, LLC Reduced Holdings in Q3 2025

Apella Capital, LLC

  • $4.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-220K
- 15.53%
$49.0 - $49.51 $10.8M - $10.9M
1.19M $59.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-109K
- 6.72%
$78.11 - $79.07 $8.52M - $8.62M
1.51M $119M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-148K
- 71.69%
$50.47 - $50.74 $7.45M - $7.49M
58.3K $2.96M
MGC
Vanguard Mega Cap ETF

ETFs
-38.8K
- 11.85%
$224.2 - $245.55 $8.7M - $9.53M
289K $70.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-22.8K
- 13.02%
$236.25 - $257.69 $5.39M - $5.88M
153K $39.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-26.4K
- 15.75%
$92.18 - $95.14 $2.43M - $2.51M
141K $13.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-44.8K
- 10.18%
$49.78 - $50.75 $2.23M - $2.27M
395K $20M
VGIT
Vanguard Intermediate Term Tre

ETFs
-30.8K
- 23.69%
$58.97 - $60.36 $1.82M - $1.86M
99.3K $5.96M
SCHO
Schwab Short Term Us Treasury

ETFs
-72K
- 20.18%
$24.23 - $24.42 $1.74M - $1.76M
285K $6.95M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-29.4K
- 24.28%
$47.76 - $48.46 $1.4M - $1.42M
91.6K $4.42M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-40.7K
- 13.76%
$44.58 - $48.01 $1.81M - $1.95M
255K $12.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11.7K
- 11.93%
$182.33 - $194.5 $2.14M - $2.28M
86.6K $16.8M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-47.3K
- 8.93%
$23.29 - $23.38 $1.1M - $1.11M
483K $11.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-12.1K
- 14.24%
$81.76 - $86.36 $989K - $1.04M
72.8K $6.18M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-17K
- 8.66%
$133.48 - $144.38 $2.27M - $2.45M
179K $25.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-20K
- 15.92%
$41.43 - $44.2 $827K - $882K
105K $4.66M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-46.8K
- 13.84%
$37.04 - $40.86 $1.73M - $1.91M
291K $11.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-9.01K
- 52.47%
$76.16 - $78.59 $686K - $708K
8.16K $637K
REET
Ishares Global Reit ETF

ETFs
-29.7K
- 33.01%
$24.45 - $25.91 $725K - $768K
60.2K $1.54M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-11.3K
- 11.77%
$134.94 - $145.86 $1.52M - $1.65M
84.7K $12.3M
EEMV
Ishares Msci Emerging Markets

ETFs
-9.53K
- 13.64%
$61.94 - $64.63 $590K - $616K
60.3K $3.85M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.04K
- 35.86%
$117.65 - $120.08 $475K - $485K
7.23K $863K
VEEV
Veeva Systems Inc

Healthcare
-2.04K
- 15.14%
$269.2 - $297.91 $548K - $607K
11.4K $3.4M
MUB
Ishares National Muni Bond ETF

ETFs
-6.21K
- 3.54%
$103.24 - $106.68 $641K - $663K
169K $18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.24K
- 2.92%
$60.9 - $70.75 $75.6K - $87.9K
41.3K $2.58M
RWO
Spdr Dow Jones Global Real Est

ETFs
-6.39K
- 26.94%
$43.53 - $46.27 $278K - $296K
17.3K $793K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-8.41K
- 9.05%
$64.58 - $69.94 $543K - $588K
84.5K $5.86M
CRM
Salesforce, Inc.

Technology
-36
- 0.68%
$231.66 - $273.65 $8.34K - $9.85K
5.24K $1.24M
HEFA
Ishares Currency Hedged Msci E

ETFs
-7.76K
- 11.25%
$37.2 - $39.61 $289K - $307K
61.2K $2.42M
BMY
Bristol Myers Squibb CO

Healthcare
-4K
- 40.64%
$43.31 - $48.98 $173K - $196K
5.84K $263K
ZM
Zoom Video Communications, Inc.

Technology
-3.42K
- 12.27%
$69.77 - $86.83 $239K - $297K
24.4K $2.02M
FSK
Fs Kkr Capital Corp

Financial Services
-3.79K
- 23.07%
$14.93 - $22.48 $56.6K - $85.2K
12.6K $188K
SYK
Stryker Corp

Healthcare
-47
- 0.95%
$368.57 - $403.53 $17.3K - $19K
4.88K $1.8M
OMFL
Invesco Exchange Traded Self I

ETFs
-3.39K
- 10.41%
$57.41 - $60.45 $195K - $205K
29.2K $1.76M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.68K
- 5.59%
$87.05 - $93.19 $408K - $437K
79.1K $7.36M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-1.41K
- 6.58%
$85.71 - $86.94 $121K - $122K
20K $1.74M
VST
Vistra Corp.

Utilities
-502
- 16.48%
$182.0 - $217.92 $91.4K - $109K
2.55K $498K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.07K
- 2.14%
$82.38 - $83.0 $88.5K - $89.1K
49.2K $4.08M
DRI
Darden Restaurants Inc

Consumer Cyclical
-87
- 3.59%
$184.73 - $220.27 $16.1K - $19.2K
2.34K $445K
DFAE
Dimensional ETF Tr

ETFs
-11.8K
- 10.32%
$28.84 - $31.84 $341K - $377K
103K $3.24M
ABT
Abbott Laboratories

Healthcare
-259
- 3.0%
$120.51 - $136.62 $31.2K - $35.4K
8.37K $1.12M
OMFS
Invesco Exchange Traded Self I

ETFs
-2.11K
- 17.3%
$39.64 - $44.73 $83.5K - $94.2K
10.1K $443K
TXN
Texas Instruments Inc

Technology
-184
- 2.17%
N/A
8.28K $1.61M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-482
- 2.62%
$68.58 - $69.85 $33.1K - $33.7K
17.9K $1.25M
SNPS
Synopsys Inc

Technology
-32
- 5.36%
$387.78 - $645.35 $12.4K - $20.7K
565 $278K
KMB
Kimberly Clark Corp

Consumer Defensive
-10
- 0.25%
$121.72 - $136.77 $1.22K - $1.37K
4.01K $497K
REAX
Real Brokerage Inc

Real Estate
-119
- 0.21%
$3.84 - $5.38 $457 - $640
55.6K $232K
BR
Broadridge Financial Solutions, Inc.

Technology
-37
- 2.5%
$233.75 - $266.89 $8.65K - $9.87K
1.44K $343K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-994
- 6.58%
$26.38 - $27.95 $26.2K - $27.8K
14.1K $385K
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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