Apella Capital

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

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Portfolio Holdings for Apella Capital

Apella Capital holds 423 positions in its portfolio as reported in the June 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) 12.5 $463M +8% 13M 36.21
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Dimensional Etf Trust Short Duration F (DFSD) 4.4 $163M +26% 3.4M 47.92
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Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $132M +8% 430k 305.60
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Vanguard Bd Index Fds Short Trm Bond (BSV) 3.4 $127M -4% 1.6M 78.20
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Dimensional Etf Trust Intl Core Equity (DFIC) 3.1 $113M +12% 3.6M 30.86
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.0 $112M +2% 1.5M 72.84
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.5 $92M 1.7M 55.50
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Dimensional Etf Trust Core Fixed Incom (DFCF) 2.4 $90M +5% 2.1M 42.01
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Dimensional Etf Trust Us Equity Market (DFUS) 2.2 $79M +64% 1.2M 67.44
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Vanguard World Mega Cap Index (MGC) 2.0 $74M 327k 225.61
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $73M +3% 1.3M 56.51
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 1.9 $72M +43% 1.3M 53.33
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.9 $70M -17% 1.4M 49.31
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Dimensional Etf Trust Us High Profitab (DUHP) 1.9 $68M +33% 1.9M 35.95
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $68M +8% 1.4M 49.43
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.6 $59M +66% 209k 282.35
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Dimensional Etf Trust Internatnal Val (DFIV) 1.4 $52M 1.2M 42.71
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $45M +37% 658k 68.33
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Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $42M -13% 175k 238.57
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $40M 1.4M 29.55
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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $40M +32% 542k 73.50
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Microsoft Corporation (MSFT) 1.1 $40M 80k 497.72
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Apple (AAPL) 1.0 $39M +61% 184k 209.95
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $36M +71% 833k 42.69
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $35M +5% 332k 106.33
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $34M +10% 1.2M 29.25
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Vanguard Index Fds Value Etf (VTV) 0.9 $34M -3% 190k 178.20
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.9 $33M +10% 422k 79.24
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $31M +287% 50k 620.68
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.8 $31M +36% 980k 31.38
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.8 $29M -4% 611k 47.47
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Dimensional Etf Trust Intl High Profit (DIHP) 0.7 $27M +31% 931k 29.25
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $26M +20% 318k 82.64
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $26M -9% 196k 133.48
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Ishares Tr Core Total Usd (IUSB) 0.6 $24M +61% 517k 45.76
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $22M -6% 440k 49.86
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $22M +34% 77k 282.23
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Spdr Series Trust Portfolio Agrgte (SPAB) 0.6 $21M +64% 838k 25.32
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $21M +824% 38k 552.03
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.6 $20M +27% 186k 109.44
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $20M +33% 35k 570.61
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $20M +9% 243k 82.18
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $20M +37% 82k 240.64
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $19M +62% 391k 48.35
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Ishares Tr National Mun Etf (MUB) 0.5 $18M -17% 176k 104.29
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $18M -13% 98k 183.60
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $18M +8% 366k 49.00
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $17M -9% 171k 101.73
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Ishares Tr Core Intl Aggr (IAGG) 0.4 $16M +47% 313k 51.02
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $16M +6% 252k 63.15
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $16M -15% 167k 93.84
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NVIDIA Corporation (NVDA) 0.4 $15M +2% 93k 158.24
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $14M +24% 152k 92.02
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $14M +68% 202k 69.08
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Ishares Tr Msci Intl Moment (IMTM) 0.4 $13M -14% 296k 45.09
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Alphabet Cap Stk Cl C (GOOG) 0.4 $13M +643% 75k 177.56
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Vanguard Index Fds Growth Etf (VUG) 0.4 $13M +159% 30k 438.70
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $13M -4% 96k 135.57
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $13M 64k 199.33
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $13M -2% 61k 206.49
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.3 $13M -15% 338k 37.04
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.3 $12M -4% 530k 23.30
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $12M +41% 25k 478.03
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Spdr Series Trust Portfolio Intrmd (SPIB) 0.3 $12M +66% 356k 33.34
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $12M -2% 171k 68.63
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $12M -15% 27k 425.26
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Vanguard World Esg Us Stk Etf (ESGV) 0.3 $11M +2% 102k 110.08
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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.3 $11M NEW 146k 75.37
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Spdr Series Trust Portfli High Yld (SPHY) 0.3 $11M +87% 462k 23.62
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $10M +954% 206k 50.48
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $10M 175k 58.44
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.3 $9.7M +15% 425k 22.84
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $9.6M -7% 122k 79.02
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $9.3M +906% 69k 134.73
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $9.2M 196k 47.04
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Spdr Series Trust Bloomberg High Y (JNK) 0.2 $9.2M -15% 95k 96.56
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Mastercard Incorporated Cl A (MA) 0.2 $9.2M +2387% 16k 565.12
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Ishares Tr Eafe Value Etf (EFV) 0.2 $8.9M -4% 141k 63.12
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $8.7M -20% 45k 195.88
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $8.7M -21% 357k 24.25
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $8.6M +9% 218k 39.64
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General Dynamics Corporation (GD) 0.2 $8.5M 29k 294.65
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Amazon (AMZN) 0.2 $8.3M +3% 37k 223.47
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $8.2M -4% 166k 49.68
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $8.1M NEW 20k 397.35
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $7.7M -19% 130k 59.17
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $7.5M -6% 68k 111.16
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $7.4M +311% 186k 40.14
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $7.4M +228% 42k 176.79
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $7.4M 84k 88.19
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $7.2M +233% 10.00 716415.00
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $7.1M -15% 85k 83.56
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Dimensional Etf Trust Inflation Prote (DFIP) 0.2 $7.0M 168k 41.66
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Dimensional Etf Trust Global Real Est (DFGR) 0.2 $6.9M +5% 259k 26.82
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $6.8M +10% 110k 62.02
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Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $6.6M +11% 98k 67.44
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $6.6M 108k 60.56
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JPMorgan Chase & Co. (JPM) 0.2 $6.5M +75% 22k 291.97
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Dimensional Etf Trust International (DFSI) 0.2 $6.0M +6% 154k 39.11
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Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $6.0M -8% 93k 64.95
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $5.9M -9% 44k 135.81
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $5.9M +58% 63k 93.69
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Spdr Series Trust Nuveen Ice Short (SHM) 0.2 $5.8M -5% 121k 47.79
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $5.7M 166k 34.31
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $5.7M +3% 227k 25.02
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Visa Com Cl A (V) 0.2 $5.6M +422% 16k 356.64
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $5.4M -15% 125k 42.82
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $5.0M +11% 39k 128.61
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Philip Morris International (PM) 0.1 $4.9M +527% 27k 181.20
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J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.1 $4.8M +167% 106k 45.68
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $4.8M +21% 74k 64.98
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $4.8M NEW 84k 56.71
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $4.7M +1572% 17k 286.46
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Johnson & Johnson (JNJ) 0.1 $4.5M +4% 29k 155.27
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Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $4.5M +8% 86k 52.24
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $4.4M 13k 341.37
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $4.4M -14% 70k 62.93
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $4.3M +3% 346k 12.54
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Doximity Cl A (DOCS) 0.1 $4.3M -11% 70k 60.86
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $4.2M -8% 99k 42.66
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $4.1M -5% 50k 82.39
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Martin Marietta Materials (MLM) 0.1 $4.0M NEW 7.2k 556.29
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $3.9M +80% 175k 22.37
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Veeva Sys Cl A Com (VEEV) 0.1 $3.8M -5% 14k 281.00
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West Pharmaceutical Services (WST) 0.1 $3.7M 17k 221.48
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $3.6M -4% 69k 52.43
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McDonald's Corporation (MCD) 0.1 $3.5M +65% 12k 293.52
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $3.3M +10% 115k 28.84
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World Gold Tr Spdr Gld Minis (GLDM) 0.1 $3.3M +145% 50k 66.09
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $3.1M NEW 29k 108.41
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.1M 10k 300.53
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $3.1M +33% 131k 23.46
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Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $3.1M +29% 55k 55.61
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Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $3.0M +6% 41k 73.03
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Ishares Tr Esg Aware Msci (ESML) 0.1 $3.0M +4% 71k 42.02
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Pepsi (PEP) 0.1 $3.0M 22k 134.45
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Costco Wholesale Corporation (COST) 0.1 $3.0M 3.0k 992.18
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Hldgs (UAL) 0.1 $3.0M +4% 37k 81.11
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Ishares Core Msci Emkt (IEMG) 0.1 $3.0M -4% 49k 59.75
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.9M NEW 18k 165.88
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Mondelez Intl Cl A (MDLZ) 0.1 $2.9M +965% 43k 68.82
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Deere & Company (DE) 0.1 $2.9M +2% 5.7k 510.31
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Exxon Mobil Corporation (XOM) 0.1 $2.9M +4% 26k 111.11
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Meta Platforms Cl A (META) 0.1 $2.8M +10% 4.0k 718.34
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Wells Fargo & Company (WFC) 0.1 $2.8M +8% 34k 82.34
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Ishares Esg Awr Msci Em (ESGE) 0.1 $2.7M 70k 39.06
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Spdr Gold Tr Gold Shs (GLD) 0.1 $2.7M -6% 8.9k 307.37
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $2.6M -19% 69k 37.27
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.5M +25% 38k 66.75
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Procter & Gamble Company (PG) 0.1 $2.5M +9% 16k 160.50
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.5M +6% 11k 219.73
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Walt Disney Company (DIS) 0.1 $2.5M +109% 20k 123.16
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $2.4M 34k 70.44
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $2.4M -4% 92k 25.56
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Home Depot (HD) 0.1 $2.3M 6.3k 367.62
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Oracle Corporation (ORCL) 0.1 $2.3M +8% 9.8k 232.26
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Union Pacific Corporation (UNP) 0.1 $2.2M 9.5k 235.34
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Ishares Tr Global Reit Etf (REET) 0.1 $2.2M -21% 90k 24.74
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International Business Machines (IBM) 0.1 $2.2M +14% 7.6k 292.47
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.2M -3% 6.2k 353.36
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Chevron Corporation (CVX) 0.1 $2.2M +40% 15k 147.40
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Zoom Communications Cl A (ZM) 0.1 $2.1M -11% 28k 77.17
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Boeing Company (BA) 0.1 $2.1M -6% 9.5k 218.63
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Parker-Hannifin Corporation (PH) 0.1 $2.1M +641% 3.0k 706.64
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Bill Com Holdings Ord (BILL) 0.1 $2.1M 44k 47.49
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $2.0M +26% 90k 22.20
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Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $2.0M +8% 52k 37.87
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Netflix (NFLX) 0.1 $2.0M +9% 1.5k 1289.62
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Stryker Corporation (SYK) 0.1 $1.9M 4.9k 392.53
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $1.9M 33k 57.87
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Leidos Holdings (LDOS) 0.1 $1.9M 11k 164.46
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Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.1 $1.8M -40% 21k 86.25
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Texas Instruments Incorporated (TXN) 0.0 $1.8M 8.5k 213.42
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.8M +41% 12k 152.99
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Abbvie (ABBV) 0.0 $1.7M +3% 9.2k 187.63
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Wal-Mart Stores (WMT) 0.0 $1.7M +5% 17k 99.35
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.0 $1.6M 28k 55.02
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Ishares Tr Msci Eafe Smcp (HSCZ) 0.0 $1.5M -12% 42k 35.08
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $1.5M NEW 22k 67.48
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Coca-Cola Company (KO) 0.0 $1.4M +14% 20k 71.01
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salesforce (CRM) 0.0 $1.4M -5% 5.3k 269.81
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Eli Lilly & Co. (LLY) 0.0 $1.4M +4% 1.8k 772.97
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Ishares Msci Emrg Chn (EMXC) 0.0 $1.4M 22k 63.10
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $1.4M 64k 21.91
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Emerson Electric (EMR) 0.0 $1.4M +93% 10k 138.39
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Automatic Data Processing (ADP) 0.0 $1.4M -4% 4.4k 308.42
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $1.4M +20% 12k 110.15
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $1.3M 11k 117.97
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $1.3M +43% 2.1k 623.73
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.3M 15k 88.55
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Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $1.3M 21k 62.94
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $1.3M 17k 76.52
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American Express Company (AXP) 0.0 $1.3M +307% 4.0k 322.72
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Tesla Motors (TSLA) 0.0 $1.3M 4.4k 293.94
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Caterpillar (CAT) 0.0 $1.3M 3.3k 391.53
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Ishares Gold Tr Ishares New (IAU) 0.0 $1.3M NEW 20k 62.92
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.0 $1.3M 12k 104.81
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $1.3M 18k 68.84
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Global X Fds Us Pfd Etf (PFFD) 0.0 $1.3M NEW 67k 18.93
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $1.2M +185% 2.8k 444.00
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American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $1.2M 28k 44.11
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.2M 41k 29.20
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $1.2M NEW 4.3k 274.15
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $1.2M 18k 63.54
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Abbott Laboratories (ABT) 0.0 $1.2M +4% 8.6k 133.70
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FedEx Corporation (FDX) 0.0 $1.1M 4.8k 235.09
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D.R. Horton (DHI) 0.0 $1.1M 8.5k 130.97
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.0 $1.1M -35% 26k 41.21
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $1.1M +29% 50k 21.74
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $1.1M 5.5k 195.53
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Verizon Communications (VZ) 0.0 $1.1M +43% 25k 42.80
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Broadcom (AVGO) 0.0 $1.1M +18% 3.9k 274.19
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Ge Aerospace Com New (GE) 0.0 $1.1M 4.2k 248.63
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $1.0M -27% 24k 44.13
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Trane Technologies SHS (TT) 0.0 $1.0M 2.4k 434.61
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Stantec (STN) 0.0 $1.0M 9.3k 109.69
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Southern Company (SO) 0.0 $1.0M 11k 91.66
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $989k NEW 21k 46.56
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At&t (T) 0.0 $985k 35k 28.41
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Anavex Life Sciences Corp Com New (AVXL) 0.0 $985k 99k 9.99
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Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $984k 23k 43.33
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Palantir Technologies Cl A (PLTR) 0.0 $977k 7.0k 139.12
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $961k +46% 11k 89.25
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Ishares Tr Tips Bd Etf (TIP) 0.0 $945k -5% 8.6k 109.22
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Welltower Inc Com reit (WELL) 0.0 $940k +202% 6.1k 154.24
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Cisco Systems (CSCO) 0.0 $937k -6% 14k 68.93
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Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $928k 12k 80.44
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Raytheon Technologies Corp (RTX) 0.0 $921k +26% 6.3k 145.92
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Merck & Co (MRK) 0.0 $918k +4% 11k 80.90
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $900k +121% 11k 79.90
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $890k 36k 24.79
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Qualcomm (QCOM) 0.0 $888k +2% 5.6k 158.10
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $884k -2% 43k 20.44
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $876k 45k 19.52
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $874k 45k 19.64
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First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $871k 24k 37.12
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American Centy Etf Tr Avantis All Eqt (AVGE) 0.0 $868k -11% 11k 77.96
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Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.0 $868k 17k 52.60
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.0 $858k 46k 18.64
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $856k -3% 41k 20.71
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Science App Int'l (SAIC) 0.0 $850k 7.2k 117.55
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Honeywell International (HON) 0.0 $846k +7% 3.5k 239.34
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $841k -7% 26k 32.68
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $827k 16k 50.82
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Purecycle Technologies (PCT) 0.0 $815k +27% 56k 14.53
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $798k +8% 7.8k 102.04
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.0 $794k NEW 16k 50.74
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $791k NEW 17k 45.45
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Vanguard World Inf Tech Etf (VGT) 0.0 $784k +4% 1.2k 667.93
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Starbucks Corporation (SBUX) 0.0 $777k +10% 8.3k 93.64
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Paccar (PCAR) 0.0 $752k 7.8k 96.64
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.0 $751k 15k 50.80
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $749k -2% 3.8k 197.22
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Lockheed Martin Corporation (LMT) 0.0 $747k +48% 1.6k 469.03
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $743k +49% 25k 30.39
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Avista Corporation (AVA) 0.0 $736k 19k 38.15
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ConocoPhillips (COP) 0.0 $713k 7.7k 92.55
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Kroger (KR) 0.0 $707k 9.9k 71.45
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Dimensional Etf Trust Dimensional Us (DXUV) 0.0 $693k NEW 13k 55.00
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Waste Management (WM) 0.0 $682k +4% 3.0k 226.93
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Allstate Corporation (ALL) 0.0 $682k 3.5k 194.53
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Anthem (ELV) 0.0 $668k 1.9k 346.96
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TJX Companies (TJX) 0.0 $648k 5.2k 125.18
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Ishares Tr Short Treas Bd (SHV) 0.0 $643k NEW 5.8k 110.12
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Select Sector Spdr Tr Technology (XLK) 0.0 $641k +60% 2.5k 254.96
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Advanced Micro Devices (AMD) 0.0 $638k 4.7k 134.80
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Altria (MO) 0.0 $636k +32% 11k 60.25
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Bank of America Corporation (BAC) 0.0 $633k +4% 13k 48.66
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $633k 15k 42.67
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $618k 12k 51.25
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $617k 22k 28.43
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UGI Corporation (UGI) 0.0 $615k 17k 35.29
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Duke Energy Corp Com New (DUK) 0.0 $612k +4% 5.2k 117.30
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $606k 1.1k 576.88
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.0 $603k -3% 36k 16.71
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Northrop Grumman Corporation (NOC) 0.0 $601k +33% 1.2k 507.89
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $601k +24% 2.2k 278.33
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Vistra Energy (VST) 0.0 $590k 3.0k 193.70
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Vanguard World Utilities Etf (VPU) 0.0 $580k NEW 3.3k 177.16
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Nextera Energy (NEE) 0.0 $578k +2% 7.7k 74.75
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Pfizer (PFE) 0.0 $577k 23k 25.24
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Ishares Tr Select Divid Etf (DVY) 0.0 $574k +127% 4.2k 135.48
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Ge Vernova (GEV) 0.0 $573k 1.1k 530.23
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Consolidated Edison (ED) 0.0 $536k 5.4k 99.71
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Analog Devices (ADI) 0.0 $534k +75% 2.2k 241.83
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Kimberly-Clark Corporation (KMB) 0.0 $529k 4.0k 131.66
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UnitedHealth (UNH) 0.0 $526k +3% 1.7k 303.62
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Darden Restaurants (DRI) 0.0 $524k 2.4k 216.02
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Amgen (AMGN) 0.0 $519k +33% 1.8k 292.92
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $516k NEW 11k 48.44
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Sherwin-Williams Company (SHW) 0.0 $512k NEW 1.5k 346.30
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American Electric Power Company (AEP) 0.0 $508k +5% 4.9k 104.17
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Ishares Tr S&p 100 Etf (OEF) 0.0 $505k 1.7k 305.33
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Eaton Corp SHS (ETN) 0.0 $500k +2% 1.4k 358.50
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Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.0 $497k 12k 40.77
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Kkr & Co (KKR) 0.0 $494k +9% 3.6k 135.56
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General Mills (GIS) 0.0 $488k 9.4k 51.84
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Comcast Corp Cl A (CMCSA) 0.0 $486k 14k 35.44
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $476k +4% 2.9k 162.39
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $473k -2% 2.0k 238.79
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $458k +86% 8.7k 52.83
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Bristol Myers Squibb (BMY) 0.0 $457k +4% 9.8k 46.49
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Danaher Corporation (DHR) 0.0 $451k +4% 2.3k 199.60
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Dominion Resources (D) 0.0 $449k -5% 8.0k 56.44
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Sap Se Spon Adr (SAP) 0.0 $447k NEW 1.5k 305.54
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $447k +12% 3.3k 133.86
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $445k 19k 23.97
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $435k +46% 1.8k 246.81
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Public Service Enterprise (PEG) 0.0 $435k -2% 5.3k 82.29
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Adobe Systems Incorporated (ADBE) 0.0 $433k 1.1k 376.93
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Morgan Stanley Com New (MS) 0.0 $429k +5% 3.0k 143.74
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Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $426k 5.7k 74.73
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Constellation Energy (CEG) 0.0 $426k 1.3k 318.36
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Ford Motor Company (F) 0.0 $421k 36k 11.59
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Spdr Series Trust Portfolio S&p400 (SPMD) 0.0 $420k +24% 7.6k 55.36
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American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $413k 8.8k 46.74
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Dimensional Etf Trust Global Core Plus (DFGP) 0.0 $410k -24% 7.5k 54.38
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Cummins (CMI) 0.0 $410k 1.2k 327.88
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Ishares Tr Ibond Dec 2030 (IBTK) 0.0 $409k 21k 19.63
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $409k +80% 15k 27.06
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Zions Bancorporation (ZION) 0.0 $405k 7.3k 55.16
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Rockwell Automation (ROK) 0.0 $400k +22% 1.2k 339.00
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $395k NEW 12k 33.63
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Nike CL B (NKE) 0.0 $392k +16% 5.1k 76.52
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Acuity Brands (AYI) 0.0 $375k 1.2k 306.86
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Hershey Company (HSY) 0.0 $365k +10% 2.1k 175.57
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Marriott Intl Cl A (MAR) 0.0 $360k +3% 1.3k 278.34
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Celldex Therapeutics Com New (CLDX) 0.0 $357k 17k 20.98
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Broadridge Financial Solutions (BR) 0.0 $356k 1.5k 240.56
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $354k +3% 6.6k 53.17
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Fs Kkr Capital Corp (FSK) 0.0 $348k 16k 21.16
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Pimco Etf Tr Active Bd Etf (BOND) 0.0 $339k -2% 3.7k 91.22
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PNC Financial Services (PNC) 0.0 $334k +2% 1.7k 196.21
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Universal Display Corporation (OLED) 0.0 $331k 2.1k 155.32
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American Centy Etf Tr Avantis Emerging (AVXC) 0.0 $329k 5.8k 56.41
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Booking Holdings (BKNG) 0.0 $327k +5% 56.00 5841.27
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $324k 4.5k 72.09
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $323k 3.0k 106.82
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $323k NEW 3.4k 95.34
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $322k +7% 410.00 785.10
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Pimco Etf Tr Multisector Bd (PYLD) 0.0 $321k 12k 26.34
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DTE Energy Company (DTE) 0.0 $321k 2.4k 131.16
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Synopsys (SNPS) 0.0 $320k +5% 597.00 536.52
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Wheaton Precious Metals Corp (WPM) 0.0 $320k +15% 3.5k 92.62
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FactSet Research Systems (FDS) 0.0 $317k 708.00 447.89
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3M Company (MMM) 0.0 $309k NEW 2.0k 151.86
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Bank of New York Mellon Corporation (BK) 0.0 $308k 3.3k 93.26
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Truist Financial Corp equities (TFC) 0.0 $307k -6% 6.8k 45.16
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Lam Research Corp Com New (LRCX) 0.0 $307k -4% 3.1k 98.13
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Ameriprise Financial (AMP) 0.0 $306k 571.00 536.43
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $305k 6.1k 50.35
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Linde SHS (LIN) 0.0 $302k +7% 643.00 469.42
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Lowe's Companies (LOW) 0.0 $300k 1.3k 224.91
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Essential Utils (WTRG) 0.0 $298k +2% 8.1k 36.89
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Ishares Silver Tr Ishares (SLV) 0.0 $291k NEW 8.7k 33.43
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $290k 19k 15.40
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Goldman Sachs (GS) 0.0 $288k NEW 405.00 710.44
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Intel Corporation (INTC) 0.0 $287k -9% 13k 22.00
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $284k 3.0k 95.01
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $282k 11k 25.73
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AmerisourceBergen (COR) 0.0 $282k NEW 931.00 302.36
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Becton, Dickinson and (BDX) 0.0 $280k +4% 1.6k 172.95
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Aon Shs Cl A (AON) 0.0 $278k +2% 786.00 353.24
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Select Sector Spdr Tr Energy (XLE) 0.0 $277k +20% 3.2k 86.20
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Deckers Outdoor Corporation (DECK) 0.0 $275k 2.6k 105.75
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Jacobs Engineering Group (J) 0.0 $272k 2.1k 132.37
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Air Products & Chemicals (APD) 0.0 $270k 934.00 288.87
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Brown Forman Corp Cl A (BF.A) 0.0 $269k NEW 9.6k 28.15
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Thermo Fisher Scientific (TMO) 0.0 $268k +6% 640.00 418.70
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Gaming & Leisure Pptys (GLPI) 0.0 $268k +2% 5.6k 47.59
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Eversource Energy (ES) 0.0 $267k 4.2k 64.39
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Occidental Petroleum Corporation (OXY) 0.0 $265k +9% 6.1k 43.35
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CVS Caremark Corporation (CVS) 0.0 $264k +3% 4.0k 66.68
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Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $261k +29% 25k 10.43
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Williams Companies (WMB) 0.0 $258k +2% 4.4k 58.48
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $256k -4% 8.3k 30.91
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $256k NEW 4.2k 61.40
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Phillips 66 (PSX) 0.0 $255k 2.0k 126.42
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $253k 10k 24.59
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $252k 9.0k 27.96
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Valero Energy Corporation (VLO) 0.0 $248k -2% 1.7k 143.71
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Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.0 $247k 3.5k 69.57
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Novartis Sponsored Adr (NVS) 0.0 $247k -20% 2.0k 122.12
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $244k +2% 4.6k 52.80
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The Trade Desk Com Cl A (TTD) 0.0 $241k -33% 3.3k 73.56
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $240k -12% 3.1k 77.19
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Carrier Global Corporation (CARR) 0.0 $239k NEW 3.2k 74.64
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $239k NEW 6.5k 36.93
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $234k 4.4k 53.61
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Illinois Tool Works (ITW) 0.0 $233k NEW 913.00 254.68
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McKesson Corporation (MCK) 0.0 $232k +3% 316.00 735.34
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The Real Brokerage Com New (REAX) 0.0 $230k NEW 56k 4.12
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Principal Financial (PFG) 0.0 $229k NEW 2.9k 80.19
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $226k 2.3k 100.24
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United Rentals (URI) 0.0 $225k NEW 287.00 783.94
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Pulte (PHM) 0.0 $225k 2.1k 108.16
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Lauder Estee Cos Cl A (EL) 0.0 $222k NEW 2.6k 85.80
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Chubb (CB) 0.0 $221k NEW 790.00 280.00
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $218k NEW 2.3k 93.00
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $216k 19k 11.23
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Ea Series Trust Ea Bridgeway Omn (BSVO) 0.0 $214k 10k 21.17
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Wisdomtree Tr Us High Dividend (DHS) 0.0 $214k -2% 2.2k 97.69
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Fidelity National Financial Com Shs (FNF) 0.0 $214k 3.7k 57.60
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Edwards Lifesciences (EW) 0.0 $213k NEW 2.8k 76.69
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Capital One Financial (COF) 0.0 $213k NEW 976.00 218.21
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M&T Bank Corporation (MTB) 0.0 $209k NEW 1.0k 200.63
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Nuveen Equity Premium Income Fund (BXMX) 0.0 $209k 15k 13.87
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $207k NEW 2.4k 85.95
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Vanguard World Health Car Etf (VHT) 0.0 $204k -10% 825.00 247.54
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Fiserv (FI) 0.0 $204k -6% 1.2k 173.31
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Applied Materials (AMAT) 0.0 $202k NEW 1.1k 190.84
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Prudential Financial (PRU) 0.0 $202k -5% 1.9k 106.47
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $200k NEW 7.6k 26.48
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Flaherty & Crumrine Pref. Incme Opp (PFO) 0.0 $139k 15k 9.25
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Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.0 $135k 17k 7.85
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Xeris Pharmaceuticals (XERS) 0.0 $47k 10k 4.70
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Precigen (PGEN) 0.0 $46k 29k 1.59
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Omeros Corporation (OMER) 0.0 $44k 14k 3.08
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Medical Properties Trust Put Option (MPW) 0.0 $40k +79% 23k 1.74
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Minerva Neurosciences Com New (NERV) 0.0 $34k 21k 1.64
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Platinum Group Metals (PLG) 0.0 $32k NEW 20k 1.55
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Standard Lithium Corp equities (SLI) 0.0 $23k 10k 2.27
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Cognition Therapeutics (CGTX) 0.0 $6.5k 11k 0.58
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Past Filings by Apella Capital

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

View all past filings