Apella Capital, LLC Sells in Q4 2024

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.35K
- 2.83%
$124.61 - $133.96 $417K - $449K
115K $14.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-475
- 5.74%
$87.85 - $98.6 $41.7K - $46.8K
7.8K $694K
UNH
Unitedhealth Group Inc

Healthcare
-20
- 1.68%
$485.52 - $625.25 $9.71K - $12.5K
1.17K $590K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-101
- 0.2%
$113.92 - $127.38 $11.5K - $12.9K
51.7K $5.95M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-6.07K
- 24.36%
$11.42 - $12.5 $69.3K - $75.9K
18.8K $217K
GIS
General Mills Inc

Consumer Defensive
-39
- 0.48%
$62.78 - $74.62 $2.45K - $2.91K
8.09K $516K
AVIG
American Centy ETF Tr Avantis

ETFs
-3
- 0.01%
$40.48 - $42.48 $121 - $127
40.8K $1.66M
OMFL
Invesco Exchange Traded Self I

ETFs
-2.07K
- 5.78%
$52.49 - $56.58 $109K - $117K
33.7K $1.83M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.63K
- 18.59%
$22.39 - $23.45 $58.9K - $61.7K
11.5K $264K
BOND
Pimco Active Bond Exchange Tra

ETFs
-513
- 11.6%
$90.42 - $94.5 $46.4K - $48.5K
3.91K $353K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-41
- 1.19%
$59.25 - $72.99 $2.43K - $2.99K
3.41K $203K
ORCL
Oracle Corp

Technology
-153
- 2.33%
$165.41 - $192.43 $25.3K - $29.4K
6.42K $1.07M
ES
Eversource Energy

Utilities
-62
- 1.65%
$55.9 - $67.73 $3.47K - $4.2K
3.69K $211K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-75
- 1.47%
$63.27 - $70.31 $4.75K - $5.27K
5.02K $318K
TT
Trane Technologies PLC

Industrials
-5
- 0.23%
$369.35 - $419.14 $1.85K - $2.1K
2.15K $793K
D
Dominion Energy, Inc

Utilities
-207
- 2.7%
$52.63 - $60.92 $10.9K - $12.6K
7.47K $402K
F
Ford Motor CO

Consumer Cyclical
-2.33K
- 8.6%
$9.69 - $11.4 $22.6K - $26.5K
24.7K $244K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.4K
- 3.43%
$100.18 - $109.1 $341K - $371K
95.7K $10M
XLK
Technology Sector Spdr

ETFs
-209
- 11.75%
$220.26 - $241.44 $46K - $50.5K
1.57K $365K
ADP
Automatic Data Processing Inc

Industrials
-362
- 7.84%
$280.08 - $307.97 $101K - $111K
4.26K $1.25M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-352
- 4.73%
$104.59 - $118.05 $36.8K - $41.6K
7.09K $769K
SYK
Stryker Corp

Healthcare
-54
- 1.16%
$345.14 - $392.15 $18.6K - $21.2K
4.59K $1.65M
RTX
Raytheon Technologies Corp

Industrials
-18
- 0.76%
$114.45 - $127.21 $2.06K - $2.29K
2.35K $271K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-250
- 5.33%
$52.19 - $52.87 $13K - $13.2K
4.44K $232K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-7.05K
- 16.8%
$45.39 - $62.98 $320K - $444K
34.9K $1.98M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-367
- 0.56%
$63.58 - $71.15 $23.3K - $26.1K
64.9K $4.23M
GLD
Spdr Gold Trust

ETFs
-1
- 0.01%
$236.59 - $257.5 $237 - $258
9.15K $2.21M
VV
Vanguard Large Cap ETF

ETFs
-44
- 5.28%
$260.27 - $280.65 $11.5K - $12.3K
790 $213K
OEF
Ishares S&P 100 ETF

ETFs
-17
- 0.95%
N/A
1.77K $470K
MO
Altria Group, Inc.

Consumer Defensive
-158
- 3.46%
$49.06 - $57.74 $7.75K - $9.12K
4.41K $230K
OMFS
Invesco Exchange Traded Self I

ETFs
-58
- 0.45%
$38.83 - $43.9 $2.25K - $2.55K
12.8K $508K
PH
Parker Hannifin Corp

Industrials
-6
- 1.53%
$621.74 - $709.46 $3.73K - $4.26K
387 $246K
XLC
Select Sector Spdr Tr Communic

ETFs
-163
- 7.01%
$89.66 - $102.16 $14.6K - $16.7K
2.16K $209K
Ge Vernova Inc
-94
- 10.99%
N/A
761 $0
SPMD
Spdr Portfolio

ETFs
-6
- 0.1%
$54.13 - $59.56 $325 - $357
6.09K $333K
Dimensional ETF Trust
-22.7K
- 7.29%
N/A
289K $0
Manager Directed Portfolios
-3.35K
- 22.72%
N/A
11.4K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-14.9K
- 21.86%
N/A
53.2K $0
Pimco ETF Tr
-15.1K
- 56.49%
N/A
11.6K $0
BMY
Bristol Myers Squibb CO

Healthcare
-331
- 5.3%
$51.92 - $59.94 $17.2K - $19.8K
5.91K $334K
BR
Broadridge Financial Solutions, Inc.

Technology
-8
- 0.55%
$209.64 - $236.44 $1.68K - $1.89K
1.44K $326K
VBK
Vanguard Small Cap Growth ETF

ETFs
-31
- 1.64%
$264.18 - $304.19 $8.19K - $9.43K
1.86K $521K
TJX
Tjx Companies Inc

Consumer Cyclical
-5
- 0.11%
$112.15 - $127.2 $561 - $636
4.62K $558K
AXP
American Express CO

Financial Services
-29
- 3.02%
$267.35 - $305.57 $7.75K - $8.86K
931 $276K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-142
- 0.5%
$51.31 - $55.61 $7.29K - $7.9K
28.2K $1.51M
PCAR
Paccar Inc

Industrials
-15
- 0.19%
$97.92 - $118.41 $1.47K - $1.78K
7.96K $827K
DRI
Darden Restaurants Inc

Consumer Cyclical
-7
- 0.33%
$155.96 - $188.66 $1.09K - $1.32K
2.09K $389K
KKR
Kkr & Co. Inc.

Financial Services
-17
- 0.51%
$129.87 - $162.87 $2.21K - $2.77K
3.3K $488K
EMR
Emerson Electric CO

Industrials
-61
- 1.28%
$108.13 - $134.33 $6.6K - $8.19K
4.69K $581K
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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