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Apella Capital

Latest statistics and disclosures from Apella Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFSD, VTI, DFIC, BND, and represent 24.73% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: VYM (+$30M), DFSD (+$29M), DFAC (+$28M), VOOG (+$28M), JSCP (+$21M), VEA (+$21M), VCSH (+$20M), SPY (+$19M), SPDW (+$18M), DFGX (+$18M).
Started 63 new stock positions in BSCV, AVES, LEN, Mgp Ingredients, EOSE, SPYD, FG, EMLC, WRB, LNT.
Reduced shares in these 10 stocks: BNDX (-$11M), MGC (-$9.4M), BSV (-$8.6M), JPST (-$7.5M), MTUM (-$5.8M), VBIL, USMV, VSS, QUAL, VTIP.
Sold out of its positions in BF.A, CARR, CGTX, FDS, FI, BSCP, EL, MTB, PYLD, XLE. TTD, IVOO, VONV.
Apella Capital was a net buyer of stock by $613M.
Apella Capital has $4.5B in assets under management (AUM), dropping by 21.78%.
Central Index Key (CIK): 0001801507

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Portfolio Holdings for Apella Capital

Apella Capital holds 473 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	11.5	$515M	+5%	14M	38.09	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.3	$194M	+17%	4.0M	48.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$152M	+8%	465k	325.77	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.9	$130M	+8%	3.9M	32.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.7	$121M	+4%	1.6M	74.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.7	$120M	-6%	1.5M	79.19	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.2	$100M	+7%	2.3M	43.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$99M	+26%	1.6M	60.66	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$94M		1.7M	56.62	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	2.0	$91M	+23%	1.7M	54.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$91M	+21%	1.7M	54.51	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.9	$86M	+21%	2.3M	37.52	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.9	$84M		1.2M	71.87	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.7	$76M	+21%	255k	299.84	View chart
Vanguard World Mega Cap Index (MGC)	1.6	$70M	-11%	289k	242.46	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$60M	-15%	1.2M	49.88	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$59M	+17%	771k	76.30	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.2	$54M	-3%	1.2M	45.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$52M	+57%	79k	660.64	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$50M	+16%	633k	79.24	View chart
Apple (AAPL)	1.1	$48M	+5%	194k	247.45	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$43M		1.3M	32.54	View chart
Microsoft Corporation (MSFT)	1.0	$43M	+4%	84k	511.61	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$43M	+19%	398k	106.81	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$40M	+5%	447k	89.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$39M	+307%	281k	139.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.9	$39M	-13%	153k	252.89	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$38M	+20%	1.2M	32.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$38M	+7%	205k	184.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$38M	+67%	130k	288.73	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$37M		1.2M	31.55	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.8	$36M	+314%	84k	432.04	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$36M		822k	44.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$36M	+29%	410k	88.02	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.8	$35M	+21%	1.1M	30.84	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.8	$35M	+81%	708k	48.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$35M	+61%	57k	607.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$35M	+67%	137k	253.21	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.7	$32M	+7%	657k	48.29	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$31M	+28%	663k	47.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$29M	+201%	367k	80.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$29M	+39%	340k	84.59	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.6	$28M	+28%	1.1M	26.07	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$28M	+24%	230k	119.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$26M	+224%	602k	43.28	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.6	$26M	-8%	179k	142.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$24M	+88%	51k	464.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$23M		38k	599.98	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$21M	NEW	450k	47.68	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$21M	+31%	411k	51.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$21M	+30%	328k	64.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$20M	+40%	42k	476.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$20M	-10%	395k	50.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$20M	+6%	390k	50.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$19M	+2%	76k	251.88	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$19M	+303%	338k	56.51	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$19M	+30%	199k	95.71	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$18M		171k	107.31	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$18M	-3%	169k	107.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$18M	+23%	250k	71.21	View chart
NVIDIA Corporation (NVDA)	0.4	$18M	+4%	98k	181.81	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.4	$17M	+245%	366k	46.96	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.4	$17M	+54%	713k	23.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$17M	-11%	87k	192.29	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.3	$15M	+26%	450k	34.02	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$15M	+146%	155k	97.09	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$15M	+64%	73k	201.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$14M	+12%	193k	74.25	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$14M	+338%	126k	112.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$14M	+10%	28k	488.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$13M	+2%	62k	215.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$13M		65k	205.17	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$13M	-15%	141k	93.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$13M	+764%	107k	119.76	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$13M	+279%	188k	66.99	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$12M	+2%	105k	117.40	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$12M	-11%	85k	144.48	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$12M	+298%	71k	171.36	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$12M	-13%	255k	47.49	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$12M	-13%	292k	41.46	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$12M	+14%	201k	58.95	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.3	$11M	-8%	483k	23.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$11M	+5%	45k	251.46	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$11M	+996%	233k	47.87	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$11M	+12%	477k	22.93	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$10M	+14%	248k	41.84	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$10M	+7%	211k	48.42	View chart
General Dynamics Corporation (GD)	0.2	$9.4M		29k	330.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$9.3M	+16%	79k	117.79	View chart
Mastercard Incorporated Cl A (MA)	0.2	$9.2M	+2%	17k	549.88	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$9.0M	+9%	181k	49.95	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$9.0M	-6%	132k	68.05	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$8.9M	+994%	190k	46.76	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$8.8M	+997%	172k	51.01	View chart
Amazon (AMZN)	0.2	$8.5M	+5%	40k	214.47	View chart
Dimensional Etf Trust International (DFSI)	0.2	$7.9M	+24%	192k	41.27	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$7.9M	-28%	105k	75.50	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.2	$7.8M	-15%	81k	97.04	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$7.7M	+10%	108k	71.34	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$7.7M	+4%	115k	67.07	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$7.7M	+8%	281k	27.28	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$7.4M	-5%	79k	93.89	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$7.4M	+3%	174k	42.55	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$7.3M		10.00	733080.00	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$7.1M		108k	65.86	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$7.0M	-20%	285k	24.46	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$6.9M	+10%	382k	18.07	View chart
JPMorgan Chase & Co. (JPM)	0.2	$6.9M	+3%	23k	298.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.3M		44k	144.59	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$6.2M	-14%	73k	84.73	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$6.0M	-23%	99k	60.52	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$6.0M	+3%	235k	25.36	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$5.9M	-9%	85k	70.35	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$5.9M	+27%	109k	53.82	View chart
Johnson & Johnson (JNJ)	0.1	$5.9M	+5%	31k	192.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$5.8M	-4%	158k	36.60	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$5.8M	+1003%	118k	49.11	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$5.7M	+340%	293k	19.31	View chart
Visa Com Cl A (V)	0.1	$5.4M	+3%	16k	335.41	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.1M	-3%	37k	137.65	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.0M		17k	305.45	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$4.9M		73k	67.65	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$4.9M	+23%	217k	22.54	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$4.7M	-15%	105k	44.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.7M		13k	362.66	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$4.5M	+7%	53k	85.28	View chart
Martin Marietta Materials (MLM)	0.1	$4.5M		7.2k	624.14	View chart
West Pharmaceutical Services (WST)	0.1	$4.5M		17k	267.19	View chart
Philip Morris International (PM)	0.1	$4.5M	+5%	29k	155.98	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$4.4M	+986%	128k	34.70	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.1	$4.4M	-24%	92k	48.05	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$4.3M	-3%	96k	45.32	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.3M	+50%	39k	110.64	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$4.3M	NEW	195k	21.88	View chart
Doximity Cl A (DOCS)	0.1	$4.1M	-12%	61k	67.33	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$4.1M	-2%	49k	83.10	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$3.9M	-13%	60k	64.76	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.1	$3.7M	NEW	122k	30.37	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.7M		69k	53.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.6M	+2%	9.1k	396.45	View chart
Hldgs (UAL)	0.1	$3.6M		37k	98.19	View chart
McDonald's Corporation (MCD)	0.1	$3.6M		12k	305.32	View chart
Meta Platforms Cl A (META)	0.1	$3.5M	+25%	5.0k	712.13	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$3.5M	+8%	77k	44.96	View chart
Pepsi (PEP)	0.1	$3.5M	+2%	23k	152.67	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$3.4M	+10%	145k	23.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.4M	+165%	108k	31.74	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$3.4M	+8%	60k	57.49	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.3M	-15%	11k	292.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$3.3M	-10%	103k	32.06	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$3.3M	+8%	100k	32.91	View chart
Oracle Corporation (ORCL)	0.1	$3.3M	+6%	10k	313.01	View chart
Wells Fargo & Company (WFC)	0.1	$3.2M	+14%	39k	84.00	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$3.1M	-2%	41k	77.73	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.0M		69k	43.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$3.0M	-71%	58k	50.71	View chart
Deere & Company (DE)	0.1	$2.9M	+12%	6.4k	457.14	View chart
Costco Wholesale Corporation (COST)	0.1	$2.9M	+3%	3.1k	925.55	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$2.8M	+30%	68k	41.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.8M		11k	245.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.6M	-5%	36k	72.22	View chart
Home Depot (HD)	0.1	$2.6M	+5%	6.7k	387.39	View chart
Procter & Gamble Company (PG)	0.1	$2.6M	+8%	17k	149.60	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.5M	-2%	41k	61.60	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$2.5M	+23%	112k	22.47	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.5M	-14%	29k	86.68	View chart
Leidos Holdings (LDOS)	0.1	$2.5M	+19%	14k	184.41	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.5M	-11%	61k	40.29	View chart
Chevron Corporation (CVX)	0.1	$2.5M	+10%	16k	151.71	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.4M	+840%	85k	28.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.4M		10k	234.01	View chart
International Business Machines (IBM)	0.1	$2.4M	+14%	8.7k	275.97	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.3M		6.2k	376.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.3M	+758%	88k	26.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.3M	+36%	28k	81.15	View chart
Walt Disney Company (DIS)	0.0	$2.2M	+2%	20k	109.88	View chart
Union Pacific Corporation (UNP)	0.0	$2.2M	+4%	9.9k	224.04	View chart
Tesla Motors (TSLA)	0.0	$2.2M	+16%	5.2k	428.75	View chart
Abbvie (ABBV)	0.0	$2.2M	+5%	9.7k	226.88	View chart
Parker-Hannifin Corporation (PH)	0.0	$2.2M	+2%	3.0k	726.21	View chart
Bill Com Holdings Ord (BILL)	0.0	$2.2M		44k	49.65	View chart
Boeing Company (BA)	0.0	$2.1M	+4%	10k	211.89	View chart
Wal-Mart Stores (WMT)	0.0	$2.0M	+11%	19k	106.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.0M	+152%	9.6k	204.58	View chart
Zoom Communications Cl A (ZM)	0.0	$2.0M	-12%	24k	79.83	View chart
Caterpillar (CAT)	0.0	$1.9M	+7%	3.6k	541.00	View chart
Netflix (NFLX)	0.0	$1.9M	+6%	1.6k	1183.59	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.9M		12k	157.97	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$1.9M	+294%	34k	54.84	View chart
Broadcom (AVGO)	0.0	$1.8M	+32%	5.1k	354.18	View chart
Stryker Corporation (SYK)	0.0	$1.8M		4.9k	369.29	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$1.7M	-10%	29k	59.20	View chart
Eli Lilly & Co. (LLY)	0.0	$1.7M	+14%	2.1k	819.51	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$1.7M	-6%	20k	85.66	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.0	$1.7M	NEW	61k	27.44	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.0	$1.7M		28k	59.58	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$1.6M	+46%	73k	22.07	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.0	$1.6M	NEW	52k	30.54	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$1.6M	NEW	19k	80.79	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.0	$1.5M	-3%	41k	37.88	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$1.5M	-33%	60k	25.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$1.5M		65k	23.61	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.5M	-2%	22k	70.28	View chart
Coca-Cola Company (KO)	0.0	$1.5M	+8%	22k	67.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$1.5M	+3%	2.2k	664.09	View chart
Starbucks Corporation (SBUX)	0.0	$1.5M	+108%	17k	84.34	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.5M	-2%	8.3k	175.48	View chart
Ge Aerospace Com New (GE)	0.0	$1.4M	+14%	4.8k	299.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.4M	NEW	14k	101.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.4M	+118%	4.7k	301.49	View chart
Advanced Micro Devices (AMD)	0.0	$1.4M	+27%	6.1k	234.56	View chart
American Express Company (AXP)	0.0	$1.4M	+8%	4.4k	323.09	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$1.4M	+47%	17k	84.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.4M		15k	94.34	View chart
Emerson Electric (EMR)	0.0	$1.4M	+7%	11k	128.89	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$1.3M		21k	64.48	View chart
D.R. Horton (DHI)	0.0	$1.3M		8.6k	152.92	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.0	$1.3M	NEW	29k	44.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.3M	+324%	47k	27.88	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$1.3M		2.8k	459.51	View chart
salesforce (CRM)	0.0	$1.3M		5.2k	245.98	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.0	$1.3M		12k	106.48	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.0	$1.3M	NEW	34k	38.16	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$1.3M	-2%	18k	70.25	View chart
Automatic Data Processing (ADP)	0.0	$1.2M		4.5k	280.18	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$1.2M		4.3k	292.07	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$1.2M		28k	44.48	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$1.2M	+5%	5.8k	209.38	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$1.2M		18k	66.57	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.2M	-3%	6.8k	178.12	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$1.2M	+88%	23k	52.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$1.2M	+20%	13k	90.58	View chart
Trane Technologies SHS (TT)	0.0	$1.2M	+18%	2.8k	415.93	View chart
Merck & Co (MRK)	0.0	$1.2M	+22%	14k	83.92	View chart
FedEx Corporation (FDX)	0.0	$1.2M	+2%	4.9k	236.90	View chart
At&t (T)	0.0	$1.1M	+24%	43k	26.20	View chart
UnitedHealth (UNH)	0.0	$1.1M	+82%	3.2k	356.65	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$1.1M	-27%	16k	71.01	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$1.1M		26k	42.35	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$1.1M	+23%	53k	20.66	View chart
Southern Company (SO)	0.0	$1.1M		11k	98.43	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$1.1M	+24%	58k	18.93	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$1.1M	+77%	64k	17.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$1.1M	+23%	55k	19.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$1.1M	+23%	55k	19.60	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.1M	+9%	6.9k	157.06	View chart
Verizon Communications (VZ)	0.0	$1.1M	+5%	27k	40.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.1M	+22%	1.4k	750.25	View chart
Abbott Laboratories (ABT)	0.0	$1.1M	-3%	8.4k	127.63	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$1.0M	NEW	41k	25.16	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$1.0M	+12%	13k	82.75	View chart
Stantec (STN)	0.0	$1.0M		9.4k	110.30	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$1.0M		22k	45.93	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$996k	+6%	38k	26.05	View chart
Welltower Inc Com reit (WELL)	0.0	$991k	-5%	5.8k	172.09	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$987k	+181%	9.5k	103.71	View chart
Cisco Systems (CSCO)	0.0	$965k	+2%	14k	69.09	View chart
Qualcomm (QCOM)	0.0	$950k	+3%	5.8k	164.09	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$949k		8.5k	111.91	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$942k		12k	81.69	View chart
Rockwell Automation (ROK)	0.0	$931k	+126%	2.7k	348.01	View chart
Lockheed Martin Corporation (LMT)	0.0	$918k	+16%	1.9k	493.31	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.0	$897k		100k	9.01	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$888k		23k	38.01	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$873k	+24%	19k	47.11	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$870k	-35%	7.2k	120.35	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$863k		26k	32.92	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$858k		7.8k	109.69	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.0	$846k	-2%	16k	52.56	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$835k		16k	50.96	View chart
Science App Int'l (SAIC)	0.0	$831k	+18%	8.6k	96.88	View chart
Bank of America Corporation (BAC)	0.0	$825k	+25%	16k	50.44	View chart
Purecycle Technologies (PCT)	0.0	$822k	+3%	58k	14.12	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$811k	NEW	48k	16.82	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$789k	-26%	17k	45.51	View chart
Paccar (PCAR)	0.0	$782k	+5%	8.2k	95.15	View chart
Honeywell International (HON)	0.0	$778k	+8%	3.8k	203.19	View chart
Northrop Grumman Corporation (NOC)	0.0	$776k	+9%	1.3k	599.17	View chart
TJX Companies (TJX)	0.0	$772k	+4%	5.4k	142.54	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$769k		25k	31.09	View chart
Avista Corporation (AVA)	0.0	$741k		19k	38.39	View chart
Dominion Resources (D)	0.0	$725k	+50%	12k	60.62	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$725k	+39%	4.1k	176.83	View chart
Nextera Energy (NEE)	0.0	$711k	+8%	8.4k	85.05	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$710k		2.5k	284.51	View chart
Kroger (KR)	0.0	$701k	+2%	10k	68.88	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$693k	+7%	6.3k	110.31	View chart
Allstate Corporation (ALL)	0.0	$691k		3.5k	194.87	View chart
Anthem (ELV)	0.0	$690k	+3%	2.0k	348.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$687k	+167%	11k	61.43	View chart
Duke Energy Corp Com New (DUK)	0.0	$683k	+2%	5.4k	127.40	View chart
ConocoPhillips (COP)	0.0	$676k		7.8k	86.90	View chart
Waste Management (WM)	0.0	$668k	+4%	3.1k	213.31	View chart
Ge Vernova (GEV)	0.0	$666k	+2%	1.1k	601.97	View chart
Vanguard World Utilities Etf (VPU)	0.0	$652k		3.3k	199.35	View chart
Altria (MO)	0.0	$645k	-4%	10k	64.26	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$643k	-52%	8.2k	78.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$639k		22k	29.46	View chart
Fidelity National Financial Com Shs (FNF)	0.0	$633k	+209%	12k	55.08	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)	0.0	$628k	NEW	17k	37.77	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$618k		1.1k	587.73	View chart
Pfizer (PFE)	0.0	$598k	+7%	25k	24.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$590k		4.2k	139.28	View chart
American Electric Power Company (AEP)	0.0	$581k		4.9k	117.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$581k	+183%	21k	27.07	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.0	$576k	-20%	10k	57.53	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$573k		2.0k	288.91	View chart
Constellation Energy (CEG)	0.0	$566k	+6%	1.4k	396.57	View chart
UGI Corporation (UGI)	0.0	$566k		18k	32.15	View chart
Analog Devices (ADI)	0.0	$560k	+4%	2.3k	241.64	View chart
Morgan Stanley Com New (MS)	0.0	$555k	+16%	3.5k	160.02	View chart
Consolidated Edison (ED)	0.0	$551k		5.5k	101.07	View chart
Eaton Corp SHS (ETN)	0.0	$548k	+4%	1.5k	375.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$548k		1.7k	330.89	View chart
Marriott Intl Cl A (MAR)	0.0	$544k	+62%	2.1k	259.07	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$542k	-3%	6.4k	84.43	View chart
Amgen (AMGN)	0.0	$540k	+2%	1.8k	295.80	View chart
Vistra Energy (VST)	0.0	$536k	-16%	2.5k	210.43	View chart
Danaher Corporation (DHR)	0.0	$535k	+12%	2.5k	210.91	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$527k	NEW	13k	39.45	View chart
Intel Corporation (INTC)	0.0	$521k	+8%	14k	36.84	View chart
Sherwin-Williams Company (SHW)	0.0	$512k	+4%	1.5k	331.47	View chart
Adobe Systems Incorporated (ADBE)	0.0	$510k	+34%	1.5k	329.23	View chart
Cummins (CMI)	0.0	$509k	-3%	1.2k	422.55	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$501k	+19%	491.00	1019.59	View chart
Wp Carey (WPC)	0.0	$500k	NEW	7.3k	68.18	View chart
Bank of New York Mellon Corporation (BK)	0.0	$493k	+40%	4.6k	106.73	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$484k	NEW	9.0k	53.68	View chart
Kimberly-Clark Corporation (KMB)	0.0	$480k		4.0k	119.71	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$478k		1.8k	271.46	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$476k	+3%	3.5k	137.34	View chart
Kkr & Co (KKR)	0.0	$467k	+9%	4.0k	117.52	View chart
Corteva (CTVA)	0.0	$466k	NEW	7.6k	61.00	View chart
Ford Motor Company (F)	0.0	$464k	+8%	40k	11.74	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$458k	-3%	18k	25.51	View chart
Principal Financial (PFG)	0.0	$457k	+104%	5.8k	78.39	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$455k	NEW	9.0k	50.57	View chart
Hershey Company (HSY)	0.0	$453k	+16%	2.4k	186.80	View chart
Lam Research Corp Com New (LRCX)	0.0	$452k		3.2k	142.39	View chart
Celldex Therapeutics Com New (CLDX)	0.0	$452k		17k	26.55	View chart
Public Service Enterprise (PEG)	0.0	$451k		5.3k	84.34	View chart
General Mills (GIS)	0.0	$448k		9.4k	47.71	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$448k		5.7k	78.44	View chart
Acuity Brands (AYI)	0.0	$443k		1.2k	361.04	View chart
Comcast Corp Cl A (CMCSA)	0.0	$443k	+10%	15k	29.26	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$438k	NEW	4.4k	100.24	View chart
Darden Restaurants (DRI)	0.0	$438k	-3%	2.3k	187.46	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$438k	-17%	10k	43.51	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$428k		8.7k	49.17	View chart
Lowe's Companies (LOW)	0.0	$424k	+30%	1.7k	243.14	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$424k		7.5k	56.15	View chart
Citigroup Com New (C)	0.0	$421k	NEW	4.4k	96.25	View chart
Nike CL B (NKE)	0.0	$421k	+22%	6.3k	66.84	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$421k		7.5k	56.39	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$420k		21k	20.00	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$418k		8.8k	47.32	View chart
Sap Se Spon Adr (SAP)	0.0	$410k	+3%	1.5k	269.74	View chart
CVS Caremark Corporation (CVS)	0.0	$405k	+25%	5.0k	81.38	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$401k	-46%	7.9k	50.85	View chart
DTE Energy Company (DTE)	0.0	$399k	+15%	2.8k	141.50	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$396k		3.5k	113.51	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$396k	NEW	11k	36.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$390k	+13%	726.00	536.82	View chart
Phillips 66 (PSX)	0.0	$380k	+47%	3.0k	128.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$375k	-6%	14k	26.57	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$367k		19k	19.48	View chart
3M Company (MMM)	0.0	$367k	+18%	2.4k	151.43	View chart
Micron Technology (MU)	0.0	$361k	NEW	1.8k	202.57	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$358k		5.8k	61.43	View chart
PNC Financial Services (PNC)	0.0	$350k	+15%	2.0k	178.38	View chart
Apollo Global Mgmt (APO)	0.0	$348k	NEW	2.9k	120.84	View chart
Zions Bancorporation (ZION)	0.0	$348k		7.4k	46.93	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$348k		3.7k	94.07	View chart
Essential Utils (WTRG)	0.0	$345k	+3%	8.3k	41.34	View chart
Ameriprise Financial (AMP)	0.0	$344k	+28%	735.00	467.93	View chart
Applied Materials (AMAT)	0.0	$338k	+40%	1.5k	227.78	View chart
Alliant Energy Corporation (LNT)	0.0	$337k	NEW	5.0k	67.60	View chart
Goldman Sachs (GS)	0.0	$330k	+7%	436.00	757.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$329k	-4%	4.3k	76.59	View chart
Linde SHS (LIN)	0.0	$329k	+15%	740.00	444.10	View chart
Valero Energy Corporation (VLO)	0.0	$327k	+21%	2.1k	156.42	View chart
Broadridge Financial Solutions (BR)	0.0	$326k	-2%	1.4k	226.38	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$326k	+22%	31k	10.60	View chart
Jacobs Engineering Group (J)	0.0	$324k		2.1k	156.07	View chart
Booking Holdings (BKNG)	0.0	$323k	+16%	65.00	4973.57	View chart
Truist Financial Corp equities (TFC)	0.0	$323k	+15%	7.9k	41.09	View chart
Universal Display Corporation (OLED)	0.0	$322k		2.1k	150.17	View chart
AmerisourceBergen (COR)	0.0	$316k	+6%	990.00	319.42	View chart
Eversource Energy (ES)	0.0	$312k	+5%	4.4k	71.36	View chart
Williams Companies (WMB)	0.0	$304k	+10%	4.9k	62.54	View chart
United Rentals (URI)	0.0	$302k	+4%	300.00	1005.66	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$300k		6.0k	50.34	View chart
Novartis Sponsored Adr (NVS)	0.0	$300k	+13%	2.3k	130.77	View chart
W.R. Berkley Corporation (WRB)	0.0	$296k	NEW	4.0k	73.64	View chart
F&g Annuities & Life Common Stock (FG)	0.0	$293k	NEW	10k	29.03	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$293k	NEW	4.3k	67.53	View chart
Vanguard World Health Car Etf (VHT)	0.0	$291k	+32%	1.1k	266.20	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$290k	NEW	969.00	299.73	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$290k		3.0k	96.33	View chart
Becton, Dickinson and (BDX)	0.0	$285k	-4%	1.5k	185.28	View chart
Lennox International (LII)	0.0	$284k	NEW	541.00	523.94	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$282k	NEW	4.2k	67.27	View chart
Prudential Financial (PRU)	0.0	$281k	+48%	2.8k	99.87	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.0	$279k	NEW	6.5k	43.04	View chart
Occidental Petroleum Corporation (OXY)	0.0	$279k	+11%	6.8k	41.04	View chart
Blackrock (BLK)	0.0	$274k	NEW	234.00	1171.67	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$273k	+8%	3.4k	80.78	View chart
AFLAC Incorporated (AFL)	0.0	$271k	NEW	2.5k	106.74	View chart
Pulte (PHM)	0.0	$268k	+4%	2.2k	123.86	View chart
Amphenol Corp Cl A (APH)	0.0	$267k	NEW	2.1k	127.38	View chart
Aon Shs Cl A (AON)	0.0	$266k		776.00	343.14	View chart
Corning Incorporated (GLW)	0.0	$266k	NEW	3.1k	86.73	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$265k	NEW	5.3k	50.17	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$263k	+4%	5.9k	44.60	View chart
McKesson Corporation (MCK)	0.0	$263k	+7%	339.00	775.46	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.0	$261k		3.5k	74.35	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$261k		6.5k	40.25	View chart
Air Products & Chemicals (APD)	0.0	$260k	+10%	1.0k	253.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$259k		8.3k	31.33	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$257k	+2%	4.7k	54.40	View chart
Deckers Outdoor Corporation (DECK)	0.0	$255k		2.6k	99.06	View chart
Bristol Myers Squibb (BMY)	0.0	$253k	-40%	5.8k	43.39	View chart
MidWestOne Financial (MOFG)	0.0	$253k	NEW	9.2k	27.42	View chart
Hca Holdings (HCA)	0.0	$252k	NEW	601.00	419.53	View chart
Synopsys (SNPS)	0.0	$249k	-5%	565.00	440.20	View chart
Chubb (CB)	0.0	$244k	+15%	911.00	268.27	View chart
Sempra Energy (SRE)	0.0	$240k	NEW	2.6k	91.13	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$236k	NEW	4.6k	50.97	View chart
Illinois Tool Works (ITW)	0.0	$234k	+3%	946.00	247.07	View chart
Iqvia Holdings (IQV)	0.0	$232k	NEW	1.1k	205.75	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$231k	NEW	9.1k	25.51	View chart
Capital One Financial (COF)	0.0	$228k	+14%	1.1k	203.13	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$227k		2.3k	100.47	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$227k	NEW	2.9k	78.72	View chart
Topbuild (BLD)	0.0	$227k	NEW	521.00	434.77	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$225k	-4%	4.2k	54.27	View chart
Cigna Corp (CI)	0.0	$222k	NEW	763.00	291.02	View chart
Sterling Construction Company (STRL)	0.0	$221k	NEW	611.00	361.02	View chart
Travelers Companies (TRV)	0.0	$218k	NEW	834.00	261.69	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$218k		2.2k	99.15	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.0	$216k	NEW	8.0k	26.91	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$215k	NEW	3.6k	60.40	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$213k		15k	14.19	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$212k	-4%	18k	11.54	View chart
Archer Daniels Midland Company (ADM)	0.0	$211k	NEW	3.3k	62.91	View chart
Shell Spon Ads (SHEL)	0.0	$209k	NEW	2.9k	71.37	View chart
Edwards Lifesciences (EW)	0.0	$208k	+3%	2.9k	72.65	View chart
Us Bancorp Del Com New (USB)	0.0	$208k	NEW	4.6k	45.65	View chart
Lennar Corp Cl A (LEN)	0.0	$208k	NEW	1.7k	122.84	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$208k	NEW	8.9k	23.32	View chart
Newmont Mining Corporation (NEM)	0.0	$208k	NEW	2.1k	98.29	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$206k	NEW	2.3k	89.48	View chart
Charles Schwab Corporation (SCHW)	0.0	$206k	NEW	2.2k	93.39	View chart
The Real Brokerage Com New (REAX)	0.0	$205k		56k	3.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$205k	-7%	2.2k	95.06	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$204k	NEW	1.5k	138.08	View chart
Agnico (AEM)	0.0	$204k	NEW	1.1k	185.49	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$202k	NEW	3.5k	57.55	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$202k	-9%	9.1k	22.05	View chart
Tempur-Pedic International (SGI)	0.0	$201k	NEW	2.4k	85.01	View chart
Fs Kkr Capital Corp (FSK)	0.0	$187k	-23%	13k	14.76	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$172k	NEW	11k	15.45	View chart
Flaherty & Crumrine Pref. Incme Opp (PFO)	0.0	$146k		15k	9.71	View chart
Omeros Corporation (OMER)	0.0	$141k		14k	9.83	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$122k		17k	7.06	View chart
Precigen (PGEN)	0.0	$101k		29k	3.49	View chart
Minerva Neurosciences Com New (NERV)	0.0	$100k	+87%	39k	2.53	View chart
Xeris Pharmaceuticals (XERS)	0.0	$91k		10k	9.14	View chart
Platinum Group Metals (PLG)	0.0	$81k	+44%	29k	2.76	View chart
Medical Properties Trust (MPW)	0.0	$55k	-53%	11k	5.26	View chart
Standard Lithium Corp equities (SLI)	0.0	$54k		10k	5.39	View chart
Cable One Note 1.125% 3/1 (Principal)	0.0	$17k	NEW	20k	0.86	View chart
Mgp Ingredients Note 1.875%11/1 (Principal)	0.0	$11k	NEW	12k	0.95	View chart

Past Filings by Apella Capital

SEC 13F filings are viewable for Apella Capital going back to 2020

Apella Capital 2025 Q3 filed Oct. 17, 2025
Apella Capital 2025 Q2 filed July 8, 2025
Apella Capital 2025 Q1 filed April 10, 2025
Apella Capital 2024 Q4 filed Jan. 14, 2025
Apella Capital 2024 Q3 filed Oct. 3, 2024
Apella Capital 2024 Q2 filed July 10, 2024
Apella Capital 2024 Q1 filed April 10, 2024
Apella Capital 2023 Q4 filed Jan. 5, 2024
Apella Capital 2023 Q3 filed Oct. 10, 2023
Apella Capital 2023 Q2 filed July 6, 2023
Apella Capital 2022 Q4 filed Jan. 10, 2023
Apella Capital 2022 Q3 filed Oct. 11, 2022
Apella Capital 2022 Q2 filed July 8, 2022
Apella Capital 2022 Q1 filed April 11, 2022
Apella Capital 2021 Q2 amended filed Jan. 18, 2022
Apella Capital 2021 Q3 amended filed Jan. 18, 2022

View all past filings

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