Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Apella Capital

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

Top 5 stock holdings are DFAC, BSV, BNDX, BND, VTI, and represent 30.95% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$25M), BSV (+$19M), BND (+$18M), MGC (+$13M), BNDX (+$7.4M), DFIC (+$7.2M), VEA, DFEM, DFSD, DFIV.
Started 11 new stock positions in BLD, VYMI, OXY, VV, VXF, COR, EW, AXP, SCHD, DFAR. VST.
Reduced shares in these 10 stocks: FESM, MSFT, VCSH, MTUM, VGSH, VTI, AVUS, DFGR, VBR, QUAL.
Sold out of its positions in AVMU, FESM, GBX, PDBC, BSCU, VGSR, SPSB, SCHX, SCHA.
Apella Capital was a net buyer of stock by $84M.
Apella Capital has $2.0B in assets under management (AUM), dropping by 10.45%.
Central Index Key (CIK): 0001801507

Tip: Access up to 7 years of quarterly data

Positions held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Apella Capital

Apella Capital holds 294 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	11.3	$225M	+12%	7.1M	31.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.3	$126M	+18%	1.6M	76.32	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	5.1	$101M	+7%	2.1M	49.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.2	$83M	+26%	1.2M	71.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$79M	-3%	306k	257.85	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.9	$78M	+2%	1.5M	53.56	View chart
Vanguard World Mega Cap Index (MGC)	3.0	$59M	+27%	320k	185.58	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.0	$59M	-4%	318k	185.91	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.5	$49M	+2%	1.2M	41.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$49M	+9%	988k	49.96	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.1	$41M	+5%	1.1M	37.22	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$39M	-2%	240k	160.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$38M	+5%	898k	42.75	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.9	$38M	+8%	805k	47.03	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.8	$36M	-3%	643k	56.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.6	$32M	+2%	268k	117.62	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.5	$31M	+30%	1.1M	26.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$28M	-5%	173k	162.46	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.3	$26M	-2%	309k	82.31	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.3	$25M		240k	104.45	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.2	$24M	+14%	919k	26.01	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$24M	+8%	222k	106.89	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$23M	-3%	883k	25.65	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.1	$22M	-2%	461k	47.99	View chart
Microsoft Corporation (MSFT)	1.1	$21M	-17%	50k	426.28	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.0	$20M		505k	38.87	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.9	$19M		587k	31.86	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$19M	-9%	209k	88.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.9	$18M		432k	40.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$17M	-9%	90k	188.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$15M		300k	50.14	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$14M		121k	114.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$13M	+2%	201k	66.47	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.7	$13M	+5%	272k	47.92	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$13M	+10%	272k	47.90	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$13M	-4%	201k	63.81	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.6	$12M	+10%	127k	94.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$12M	-2%	65k	179.74	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$12M	-7%	213k	54.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$12M	+9%	191k	60.47	View chart
Apple (AAPL)	0.6	$12M		68k	169.67	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$11M		153k	69.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$10M		130k	79.68	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$9.7M	-7%	105k	92.17	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$8.8M	+6%	190k	46.54	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$8.7M		221k	39.28	View chart
General Dynamics Corporation (GD)	0.4	$8.3M		29k	288.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$7.8M	+22%	35k	225.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$7.5M	+25%	30k	247.39	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$7.2M	-20%	285k	25.36	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.4	$7.1M	-3%	125k	57.02	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$6.8M	+3%	145k	47.28	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$6.8M	-3%	85k	79.50	View chart
West Pharmaceutical Services (WST)	0.3	$6.6M		17k	392.38	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$6.5M	-7%	114k	57.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$6.0M	-10%	200k	30.16	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$6.0M	-3%	113k	53.47	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$5.8M	-10%	140k	41.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$5.7M	+8%	52k	108.90	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$5.6M	+24%	63k	89.88	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$5.5M	-5%	113k	48.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$5.3M	-7%	90k	59.40	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$5.3M		65k	81.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$5.0M	-3%	68k	73.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$5.0M		12k	414.69	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.3	$5.0M	+13%	203k	24.38	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$4.5M	-36%	78k	57.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$4.5M		8.7k	519.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$4.4M	-42%	58k	76.95	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$4.2M		39k	110.02	View chart
Amazon (AMZN)	0.2	$4.0M	-10%	22k	185.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.9M		34k	114.40	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$3.8M	+17%	67k	57.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$3.7M		13k	285.98	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$3.7M	-23%	81k	45.37	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$3.6M	-12%	141k	25.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$3.4M	+4%	37k	92.17	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$3.4M	+82%	99k	33.88	View chart
Parker-Hannifin Corporation (PH)	0.2	$3.3M		5.9k	561.39	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$3.2M	-9%	89k	36.21	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$3.2M		15k	216.54	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.1M	+17%	9.3k	334.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$3.1M	-11%	50k	61.26	View chart
Johnson & Johnson (JNJ)	0.1	$3.0M		19k	152.29	View chart
Bill Com Holdings Ord (BILL)	0.1	$2.9M		44k	66.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.7M	+20%	5.7k	477.25	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$2.4M	-28%	60k	40.82	View chart
Dimensional Etf Trust International (DFSI)	0.1	$2.4M	+200%	71k	33.49	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.3M	-6%	44k	51.01	View chart
NVIDIA Corporation (NVDA)	0.1	$2.2M		2.6k	853.64	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$2.2M	+15%	56k	39.56	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.1M		64k	32.89	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.1M	-7%	40k	52.55	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$2.0M	+222%	40k	51.39	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.0M		37k	54.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.0M		9.7k	206.39	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$2.0M	-13%	44k	45.15	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$1.9M	-7%	32k	61.08	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.9M		6.5k	297.58	View chart
Costco Wholesale Corporation (COST)	0.1	$1.9M	+8%	2.6k	718.55	View chart
Zoom Video Communications In Cl A (ZM)	0.1	$1.9M		29k	63.85	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.8M	+6%	31k	58.72	View chart
Home Depot (HD)	0.1	$1.7M	+4%	4.7k	361.42	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$1.7M	+66%	28k	58.88	View chart
salesforce (CRM)	0.1	$1.6M		5.4k	302.37	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.6M		45k	35.71	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.6M		8.1k	197.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.6M	-28%	21k	74.58	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$1.5M	-14%	22k	68.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.5M		3.4k	442.22	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.5M	-2%	26k	57.03	View chart
Procter & Gamble Company (PG)	0.1	$1.5M	-4%	9.4k	156.67	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.5M	+54%	25k	57.97	View chart
Lamb Weston Hldgs (LW)	0.1	$1.4M		18k	80.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.4M	+3%	17k	85.97	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$1.4M		29k	49.46	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.4M	-3%	27k	50.38	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$1.4M		14k	97.78	View chart
McDonald's Corporation (MCD)	0.1	$1.3M		5.0k	269.44	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.3M		7.7k	173.47	View chart
Hldgs (UAL)	0.1	$1.3M		31k	43.44	View chart
Boeing Company (BA)	0.1	$1.3M	+9%	7.4k	178.12	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.3M	+5%	11k	121.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M		7.4k	177.30	View chart
Pepsi (PEP)	0.1	$1.3M		7.4k	170.63	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$1.3M		21k	60.00	View chart
Abbvie (ABBV)	0.1	$1.3M		7.4k	170.15	View chart
Doximity Cl A (DOCS)	0.1	$1.2M	+19%	47k	26.42	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.2M	-19%	25k	49.81	View chart
Chevron Corporation (CVX)	0.1	$1.2M		7.5k	161.99	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M		1.6k	757.21	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M		21k	57.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.2M		30k	38.84	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$1.2M	+2%	28k	41.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.1M	+9%	7.2k	156.60	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.1M		8.3k	132.00	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	+28%	2.0k	516.78	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$1.1M		19k	56.18	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$961k	-11%	20k	49.39	View chart
Automatic Data Processing (ADP)	0.0	$949k	-2%	3.8k	250.01	View chart
Paccar (PCAR)	0.0	$938k		7.9k	119.18	View chart
D.R. Horton (DHI)	0.0	$918k		5.8k	158.36	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$913k	-2%	46k	19.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$910k	-31%	18k	50.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$898k	-3%	47k	19.24	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$896k	-4%	44k	20.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.0	$895k	-5%	43k	21.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$888k	-5%	46k	19.21	View chart
Qualcomm (QCOM)	0.0	$888k	+6%	5.1k	175.56	View chart
Deere & Company (DE)	0.0	$888k		2.2k	411.49	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$866k		20k	42.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$847k	+20%	8.7k	96.92	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$831k		12k	72.05	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.0	$824k	-15%	17k	49.62	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$824k	+180%	25k	32.77	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$792k	-5%	16k	50.61	View chart
Merck & Co (MRK)	0.0	$780k	+6%	6.2k	126.71	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$777k	-42%	17k	46.06	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$776k	+10%	13k	58.58	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$770k		26k	29.57	View chart
Stantec (STN)	0.0	$761k		9.3k	81.66	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$751k	+5%	7.4k	100.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$736k	-3%	2.1k	342.80	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$716k	-14%	17k	41.99	View chart
Advanced Micro Devices (AMD)	0.0	$708k	+28%	4.1k	170.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$702k	-9%	5.9k	119.56	View chart
Anthem (ELV)	0.0	$690k		1.3k	514.24	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$683k		38k	18.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$683k		1.3k	521.93	View chart
Abbott Laboratories (ABT)	0.0	$681k		6.1k	112.44	View chart
Avista Corporation (AVA)	0.0	$681k		19k	35.31	View chart
Trane Technologies SHS (TT)	0.0	$657k		2.2k	301.22	View chart
Walt Disney Company (DIS)	0.0	$648k	-7%	5.5k	117.97	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$619k		1.1k	549.36	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$607k	-5%	16k	37.03	View chart
Starbucks Corporation (SBUX)	0.0	$603k		6.9k	87.13	View chart
Oracle Corporation (ORCL)	0.0	$594k		4.8k	123.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$594k	+64%	7.0k	84.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$576k	-6%	1.7k	335.09	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$568k	+4%	8.2k	69.55	View chart
Tesla Motors (TSLA)	0.0	$568k		3.2k	176.88	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$563k		8.4k	66.64	View chart
Waste Management (WM)	0.0	$555k		2.7k	206.48	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$553k	-18%	5.2k	106.88	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$548k	-5%	6.0k	90.87	View chart
Verizon Communications (VZ)	0.0	$544k	+10%	13k	40.84	View chart
Allstate Corporation (ALL)	0.0	$532k		3.2k	168.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$531k		6.7k	79.35	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$525k		14k	37.11	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$507k		4.6k	109.62	View chart
Danaher Corporation (DHR)	0.0	$498k		2.0k	249.81	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$496k		2.0k	245.51	View chart
Sherwin-Williams Company (SHW)	0.0	$475k		1.4k	334.55	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$464k		4.6k	100.97	View chart
TJX Companies (TJX)	0.0	$460k		4.7k	97.10	View chart
The Trade Desk Com Cl A (TTD)	0.0	$459k		5.3k	86.84	View chart
General Electric Com New (GE)	0.0	$456k	+3%	2.9k	154.50	View chart
Coca-Cola Company (KO)	0.0	$454k	-2%	7.6k	59.72	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$452k	NEW	20k	22.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$447k	+97%	2.4k	184.21	View chart
Cisco Systems (CSCO)	0.0	$446k		8.9k	50.01	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$438k	+227%	2.0k	224.63	View chart
International Business Machines (IBM)	0.0	$438k	-19%	2.3k	189.28	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$431k		2.8k	156.46	View chart
ConocoPhillips (COP)	0.0	$427k	+3%	3.2k	132.24	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$424k	-2%	6.3k	66.96	View chart
Kimberly-Clark Corporation (KMB)	0.0	$417k	+4%	3.3k	127.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$415k	+2%	799.00	518.87	View chart
Visa Com Cl A (V)	0.0	$414k	-2%	1.5k	276.68	View chart
Synopsys (SNPS)	0.0	$405k		711.00	568.99	View chart
Wal-Mart Stores (WMT)	0.0	$403k	+126%	6.7k	59.79	View chart
At&t (T)	0.0	$396k	+6%	24k	16.90	View chart
Pfizer (PFE)	0.0	$395k	-3%	15k	26.78	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$391k	+15%	7.4k	52.69	View chart
Netflix (NFLX)	0.0	$384k		621.00	618.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$382k	+608%	6.4k	60.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$381k	-6%	2.4k	158.14	View chart
UnitedHealth (UNH)	0.0	$375k	-13%	816.00	459.72	View chart
Intel Corporation (INTC)	0.0	$374k	-24%	9.8k	38.33	View chart
Deckers Outdoor Corporation (DECK)	0.0	$372k		429.00	867.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$365k		2.9k	124.26	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$362k		31k	11.86	View chart
Public Service Enterprise (PEG)	0.0	$362k	-15%	5.4k	67.20	View chart
American Electric Power Company (AEP)	0.0	$358k		4.2k	85.09	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$355k	-2%	1.4k	257.19	View chart
Eversource Energy (ES)	0.0	$355k		5.9k	59.96	View chart
Bank of America Corporation (BAC)	0.0	$352k		9.3k	37.73	View chart
Banc Of California (BANC)	0.0	$350k		23k	14.99	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$345k		4.0k	86.23	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$340k	-8%	14k	23.58	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$339k		342.00	989.83	View chart
Valero Energy Corporation (VLO)	0.0	$329k	-4%	1.9k	176.24	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$327k	-3%	15k	22.49	View chart
Broadcom (AVGO)	0.0	$325k		243.00	1336.36	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$324k		833.00	388.84	View chart
Bristol Myers Squibb (BMY)	0.0	$321k	-2%	6.2k	51.60	View chart
Kkr & Co (KKR)	0.0	$321k		3.2k	100.27	View chart
Vistra Energy (VST)	0.0	$320k	NEW	4.6k	69.53	View chart
Amgen (AMGN)	0.0	$320k	-6%	1.2k	270.27	View chart
Zions Bancorporation (ZION)	0.0	$314k		7.2k	43.53	View chart
Essential Utils (WTRG)	0.0	$312k		8.5k	36.71	View chart
FactSet Research Systems (FDS)	0.0	$309k		703.00	439.68	View chart
Lam Research Corporation (LRCX)	0.0	$307k		315.00	974.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$296k	-27%	4.9k	60.56	View chart
Emerson Electric (EMR)	0.0	$296k	-4%	2.6k	114.27	View chart
Adobe Systems Incorporated (ADBE)	0.0	$296k	-5%	600.00	492.56	View chart
Thermo Fisher Scientific (TMO)	0.0	$293k		497.00	589.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$293k	-13%	2.9k	100.28	View chart
Southern Company (SO)	0.0	$291k		4.1k	70.60	View chart
Broadridge Financial Solutions (BR)	0.0	$280k		1.4k	207.24	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$279k	+20%	1.3k	207.25	View chart
Novo-nordisk A S Adr (NVO)	0.0	$278k	+11%	2.2k	124.86	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$278k	-24%	2.8k	99.43	View chart
Honeywell International (HON)	0.0	$277k		1.4k	198.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$277k		3.0k	92.48	View chart
Fs Kkr Capital Corp (FSK)	0.0	$267k	-26%	14k	19.29	View chart
Travelers Companies (TRV)	0.0	$266k		1.2k	223.89	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$261k	-43%	2.4k	110.19	View chart
Nike CL B (NKE)	0.0	$261k	-10%	2.9k	90.99	View chart
Palantir Technologies Cl A (PLTR)	0.0	$260k		11k	22.81	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$259k		2.9k	89.22	View chart
Becton, Dickinson and (BDX)	0.0	$252k		1.0k	245.81	View chart
CVS Caremark Corporation (CVS)	0.0	$251k		3.4k	73.35	View chart
Comcast Corp Cl A (CMCSA)	0.0	$249k	+7%	6.2k	40.15	View chart
Ameriprise Financial (AMP)	0.0	$245k	+4%	571.00	429.59	View chart
ICF International (ICFI)	0.0	$236k		1.6k	143.89	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$235k	NEW	3.4k	69.23	View chart
Nextera Energy (NEE)	0.0	$234k		3.6k	65.39	View chart
Occidental Petroleum Corporation (OXY)	0.0	$232k	NEW	3.4k	68.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$232k	NEW	1.3k	172.87	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.0	$227k		3.5k	64.39	View chart
Duke Energy Corp Com New (DUK)	0.0	$226k	-13%	2.3k	97.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$225k		3.0k	74.91	View chart
Caterpillar (CAT)	0.0	$225k	-14%	605.00	371.81	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$225k	-11%	4.6k	48.55	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$222k	-13%	4.5k	49.40	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$221k		6.8k	32.43	View chart
Raytheon Technologies Corp (RTX)	0.0	$221k	-8%	2.2k	101.60	View chart
Topbuild (BLD)	0.0	$217k	NEW	500.00	434.27	View chart
Fidelity Covington Trust High Yild Etf (FDHY)	0.0	$213k	-4%	4.4k	47.91	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$211k		10k	20.83	View chart
Union Pacific Corporation (UNP)	0.0	$206k		855.00	240.79	View chart
American Express Company (AXP)	0.0	$204k	NEW	930.00	219.76	View chart
Archer Daniels Midland Company (ADM)	0.0	$204k		3.2k	63.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$202k	NEW	2.5k	79.56	View chart
Edwards Lifesciences (EW)	0.0	$202k	NEW	2.2k	93.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$202k	NEW	847.00	238.13	View chart
AmerisourceBergen (COR)	0.0	$201k	NEW	842.00	238.46	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$196k		15k	13.04	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$172k		17k	9.98	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$64k		11k	5.93	View chart
Omeros Corporation (OMER)	0.0	$49k		14k	3.43	View chart
Hookipa Pharma Inc equity (HOOK)	0.0	$17k		20k	0.84	View chart
Standard Lithium Corp equities (SLI)	0.0	$12k		10k	1.23	View chart

Past Filings by Apella Capital

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

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
Apella Capital 2021 Q4 filed Jan. 13, 2022
Apella Capital 2021 Q3 filed Oct. 12, 2021
Apella Capital 2021 Q2 filed July 2, 2021
Apella Capital 2021 Q1 filed April 15, 2021
Apella Capital 2020 Q4 filed Feb. 18, 2021
Apella Capital 2020 Q3 filed Oct. 22, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z