Apella Capital

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

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

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Portfolio Holdings for Apella Capital

Apella Capital holds 259 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.5 $92M +11% 3.5M 26.20
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Vanguard Bd Index Fds Short Trm Bond (BSV) 6.1 $87M +4% 1.2M 75.17
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.1 $86M +5% 1.8M 47.83
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Vanguard Index Fds Total Stk Mkt (VTI) 5.0 $71M 335k 212.41
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.3 $60M +7% 1.3M 45.69
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.2 $59M +3% 846k 69.78
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Ishares Tr Msci Usa Mmentm (MTUM) 3.5 $50M 356k 139.70
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Vanguard Index Fds Value Etf (VTV) 2.6 $36M 263k 137.93
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $35M +6% 788k 43.72
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $32M +5% 815k 39.21
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Dimensional Etf Trust Us Equity Etf (DFUS) 2.2 $32M -2% 676k 46.55
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Ishares Tr Shrt Nat Mun Etf (SUB) 2.0 $29M -2% 278k 102.86
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.0 $28M +2% 263k 106.20
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $26M 195k 131.79
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Dimensional Etf Trust Internatnal Val (DFIV) 1.8 $25M +13% 777k 32.62
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Ishares Tr National Mun Etf (MUB) 1.7 $25M -11% 239k 102.54
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Ishares Tr Msci Usa Min Vol (USMV) 1.7 $24M 335k 72.38
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Vanguard World Mega Cap Index (MGC) 1.6 $23M +25% 154k 151.87
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.6 $23M -3% 480k 47.89
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Dimensional Etf Trust Core Fixed Incom (DFCF) 1.6 $22M +41% 546k 40.37
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.5 $21M 931k 22.52
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Microsoft Corporation (MSFT) 1.4 $19M +4% 62k 315.75
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $19M -10% 122k 159.49
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 1.2 $17M +7% 588k 28.66
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Ishares Tr Msci Intl Moment (IMTM) 1.1 $16M +6% 514k 31.48
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $15M -4% 199k 75.15
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $15M 434k 34.02
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Ishares Tr Eafe Value Etf (EFV) 1.0 $14M -8% 285k 48.93
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $12M 132k 93.91
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.8 $12M +5% 201k 57.85
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Apple (AAPL) 0.8 $11M 67k 171.21
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $11M 143k 75.98
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.8 $11M +2% 164k 65.22
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $11M +2% 222k 47.28
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Vanguard Specialized Funds Div App Etf (VIG) 0.7 $10M -5% 67k 155.38
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $10M +2% 212k 48.10
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Spdr Ser Tr Bloomberg High Y (JNK) 0.7 $9.9M +8% 109k 90.40
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $9.4M 176k 53.52
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Vanguard World Esg Us Stk Etf (ESGV) 0.6 $9.2M 122k 75.22
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $8.7M 187k 46.47
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $8.4M +5% 185k 45.30
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Ishares Msci Emerg Mrkt (EEMV) 0.5 $7.5M 141k 53.35
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Ishares Tr Msci Intl Qualty (IQLT) 0.5 $7.4M +7% 219k 33.61
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $6.6M 132k 50.44
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $6.6M +2% 96k 69.13
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General Dynamics Corporation (GD) 0.5 $6.5M 29k 220.97
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West Pharmaceutical Services (WST) 0.4 $6.4M 17k 375.21
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $6.3M +51% 110k 57.60
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $6.1M +5% 75k 80.97
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $6.0M -11% 131k 46.23
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $5.7M 121k 47.01
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J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.4 $5.3M -6% 119k 44.23
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Ark Etf Tr Innovation Etf (ARKK) 0.3 $4.8M 122k 39.67
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $4.7M +58% 203k 23.31
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $4.6M +4% 49k 94.33
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $4.5M +5% 187k 23.77
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.4M +16% 23k 189.07
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Dimensional Etf Trust Short Duration F (DFSD) 0.3 $4.4M +142% 94k 46.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $4.1M 12k 350.30
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $4.1M -4% 57k 72.31
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $4.0M -2% 153k 26.11
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $3.5M +5% 8.1k 427.46
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $3.4M +4% 37k 93.18
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $3.3M +19% 16k 208.24
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $3.2M +19% 39k 82.52
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $3.1M 40k 77.95
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Amazon (AMZN) 0.2 $3.1M 24k 127.12
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $3.1M -3% 58k 52.49
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $3.1M +387% 131k 23.35
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $3.0M -2% 101k 29.32
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $2.9M 98k 29.95
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.5M -6% 50k 49.83
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $2.5M 26k 96.92
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $2.4M 49k 50.26
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.4M 7.9k 307.10
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $2.4M +3% 33k 73.26
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $2.4M 108k 22.57
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.3M 37k 64.35
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Parker-Hannifin Corporation (PH) 0.2 $2.3M -2% 5.9k 389.55
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.3M +17% 24k 94.19
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $2.2M +17% 41k 53.48
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $2.1M 68k 31.01
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $2.1M +19% 41k 50.18
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Johnson & Johnson (JNJ) 0.1 $2.1M 13k 155.75
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Ishares Esg Awr Msci Em (ESGE) 0.1 $2.0M 66k 30.28
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.9M +9% 4.9k 392.67
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $1.9M 42k 45.84
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $1.8M 35k 50.32
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Ishares Tr Esg Aware Msci (ESML) 0.1 $1.7M +2% 50k 33.65
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Lamb Weston Hldgs (LW) 0.1 $1.7M +122% 18k 92.46
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.6M -5% 30k 51.87
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.6M 6.4k 245.04
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.5M -9% 27k 57.15
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.1 $1.5M 18k 83.65
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Procter & Gamble Company (PG) 0.1 $1.4M 9.8k 145.86
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Home Depot (HD) 0.1 $1.4M 4.6k 302.17
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Costco Wholesale Corporation (COST) 0.1 $1.4M +12% 2.4k 564.90
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McDonald's Corporation (MCD) 0.1 $1.4M 5.1k 263.45
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Hldgs (UAL) 0.1 $1.3M 31k 42.30
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Boeing Company (BA) 0.1 $1.3M +3% 6.7k 191.68
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Chevron Corporation (CVX) 0.1 $1.3M -2% 7.5k 168.61
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Texas Instruments Incorporated (TXN) 0.1 $1.3M +2% 7.9k 159.01
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.1 $1.2M 29k 41.27
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Exxon Mobil Corporation (XOM) 0.1 $1.2M -9% 10k 117.58
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Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $1.2M +55% 30k 39.77
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JPMorgan Chase & Co. (JPM) 0.1 $1.2M 8.1k 145.02
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $1.2M 21k 55.65
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Pepsi (PEP) 0.1 $1.2M 6.9k 169.43
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $1.2M 23k 50.55
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Abbvie (ABBV) 0.1 $1.1M +4% 7.4k 149.06
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Automatic Data Processing (ADP) 0.1 $1.1M 4.5k 240.58
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $1.1M -3% 22k 49.19
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.1M 3.0k 358.31
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Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $1.0M 19k 54.84
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $1.0M 20k 52.79
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.0M -5% 14k 75.66
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.0M 30k 33.96
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.0M +3% 30k 33.57
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NVIDIA Corporation (NVDA) 0.1 $1.0M +5% 2.3k 435.04
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $945k 23k 41.26
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $945k +3% 3.6k 265.99
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Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.1 $912k 21k 43.41
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $890k +2% 5.9k 151.82
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Blackstone Group Inc Com Cl A (BX) 0.1 $882k 8.2k 107.14
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $877k +40% 32k 27.75
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $872k -4% 9.9k 87.90
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Eli Lilly & Co. (LLY) 0.1 $867k +99% 1.6k 537.04
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $852k +2% 6.5k 130.86
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Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $840k 40k 21.23
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $832k 40k 20.67
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Tesla Motors (TSLA) 0.1 $823k -4% 3.3k 250.22
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $820k 41k 20.11
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $819k 17k 48.78
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $806k 43k 18.79
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Deere & Company (DE) 0.1 $803k 2.1k 377.43
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $802k -3% 43k 18.74
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $782k 21k 36.90
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First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $775k 29k 26.42
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $774k 15k 50.45
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Ishares Tr Core Total Usd (IUSB) 0.1 $725k NEW 17k 43.71
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $723k 4.1k 176.73
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Ishares Core Msci Emkt (IEMG) 0.1 $713k -3% 15k 47.59
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Qualcomm (QCOM) 0.0 $704k 6.3k 111.07
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Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $689k 12k 59.73
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $673k +5% 6.5k 103.31
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $660k -44% 7.0k 94.04
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Wells Fargo & Company (WFC) 0.0 $652k 16k 40.86
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Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.0 $650k 19k 33.93
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Paccar (PCAR) 0.0 $636k 7.5k 85.02
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Avista Corporation (AVA) 0.0 $623k 19k 32.37
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D.R. Horton (DHI) 0.0 $617k 5.7k 107.47
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Abbott Laboratories (ABT) 0.0 $612k -2% 6.3k 96.85
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Merck & Co (MRK) 0.0 $611k +4% 5.9k 102.95
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Ishares Msci Emrg Chn (EMXC) 0.0 $605k 12k 49.83
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Stantec (STN) 0.0 $605k 9.3k 64.87
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Meta Platforms Cl A (META) 0.0 $603k +10% 2.0k 300.21
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Vanguard Index Fds Growth Etf (VUG) 0.0 $601k -4% 2.2k 272.37
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Ishares Tr Tips Bd Etf (TIP) 0.0 $595k -13% 5.7k 103.72
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $590k -7% 31k 19.37
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Anthem (ELV) 0.0 $583k 1.3k 435.42
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Danaher Corporation (DHR) 0.0 $579k +2% 2.3k 248.10
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $575k -9% 1.3k 429.44
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $545k -10% 8.2k 66.34
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Ishares Tr Short Treas Bd (SHV) 0.0 $538k 4.9k 110.46
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $530k 5.9k 89.22
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Oracle Corporation (ORCL) 0.0 $518k 4.9k 105.91
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $512k +15% 1.1k 456.46
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Pfizer (PFE) 0.0 $511k -2% 15k 33.17
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Amgen (AMGN) 0.0 $503k +47% 1.9k 268.70
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $497k -20% 23k 22.04
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Walt Disney Company (DIS) 0.0 $492k 6.1k 81.06
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Wal-Mart Stores (WMT) 0.0 $490k 3.1k 159.90
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Cisco Systems (CSCO) 0.0 $485k +8% 9.0k 53.76
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Starbucks Corporation (SBUX) 0.0 $474k -2% 5.2k 91.27
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $472k -3% 6.9k 68.92
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UnitedHealth (UNH) 0.0 $470k 932.00 504.19
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Coca-Cola Company (KO) 0.0 $465k -5% 8.3k 55.98
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Trane Technologies SHS (TT) 0.0 $445k +5% 2.2k 202.91
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Ishares Tr S&p 100 Etf (OEF) 0.0 $443k -13% 2.2k 200.65
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Waste Management (WM) 0.0 $423k 2.8k 152.46
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International Business Machines (IBM) 0.0 $422k +30% 3.0k 140.31
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TJX Companies (TJX) 0.0 $420k +6% 4.7k 88.87
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Ishares Tr Global Reit Etf (REET) 0.0 $403k -3% 19k 21.17
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Bristol Myers Squibb (BMY) 0.0 $399k -5% 6.9k 58.04
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $388k -3% 4.2k 92.37
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Fs Kkr Capital Corp (FSK) 0.0 $383k +4% 19k 19.69
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Visa Com Cl A (V) 0.0 $380k 1.7k 230.01
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Verizon Communications (VZ) 0.0 $378k -9% 12k 32.41
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $377k 6.5k 57.93
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Advanced Micro Devices (AMD) 0.0 $375k +43% 3.6k 102.82
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ConocoPhillips (COP) 0.0 $373k 3.1k 119.81
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $371k 2.7k 135.54
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $366k 33k 10.95
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Sherwin-Williams Company (SHW) 0.0 $364k 1.4k 255.05
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Public Service Enterprise (PEG) 0.0 $363k NEW 6.4k 56.91
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The Trade Desk Com Cl A (TTD) 0.0 $357k NEW 4.6k 78.15
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $355k 1.5k 234.91
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $350k 7.3k 47.94
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Eversource Energy (ES) 0.0 $350k 6.0k 58.15
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Allstate Corporation (ALL) 0.0 $347k 3.1k 111.41
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Intel Corporation (INTC) 0.0 $346k 9.7k 35.55
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Alphabet Cap Stk Cl C (GOOG) 0.0 $334k +7% 2.5k 131.85
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $330k 9.4k 35.07
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Adobe Systems Incorporated (ADBE) 0.0 $328k +3% 644.00 509.91
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $322k 777.00 414.91
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American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $322k +54% 8.6k 37.57
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General Electric Com New (GE) 0.0 $320k 2.9k 110.55
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $318k +37% 6.4k 49.85
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At&t (T) 0.0 $315k -2% 21k 15.02
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $315k -4% 4.0k 78.15
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Synopsys (SNPS) 0.0 $313k NEW 681.00 458.97
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FactSet Research Systems (FDS) 0.0 $307k 703.00 437.26
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Valero Energy Corporation (VLO) 0.0 $305k +3% 2.2k 141.74
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $302k 2.9k 104.35
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $294k 4.3k 68.42
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $292k 6.7k 43.79
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Nike CL B (NKE) 0.0 $290k +2% 3.0k 95.63
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Essential Utils (WTRG) 0.0 $287k 8.4k 34.33
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $286k 2.9k 100.14
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Dimensional Etf Trust International (DFSI) 0.0 $286k NEW 10k 28.71
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Becton, Dickinson and (BDX) 0.0 $284k -2% 1.1k 258.53
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Honeywell International (HON) 0.0 $283k -4% 1.5k 184.69
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $282k -16% 595.00 473.75
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $281k +16% 1.3k 214.24
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Bank of America Corporation (BAC) 0.0 $280k +2% 10k 27.38
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $279k 833.00 334.95
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Comcast Corp Cl A (CMCSA) 0.0 $279k -3% 6.3k 44.34
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Netflix (NFLX) 0.0 $278k -5% 735.00 377.72
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $274k 4.0k 68.44
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Kimberly-Clark Corporation (KMB) 0.0 $274k +6% 2.3k 120.87
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Emerson Electric (EMR) 0.0 $267k -5% 2.8k 96.58
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Fidelity Covington Trust High Yild Etf (FDHY) 0.0 $264k 5.8k 45.70
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $256k 3.5k 72.37
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $253k NEW 1.0k 246.84
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Zions Bancorporation (ZION) 0.0 $251k NEW 7.2k 34.88
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Thermo Fisher Scientific (TMO) 0.0 $250k 494.00 506.17
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Raytheon Technologies Corp (RTX) 0.0 $241k -11% 3.3k 71.98
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Broadridge Financial Solutions (BR) 0.0 $240k 1.3k 179.05
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Archer Daniels Midland Company (ADM) 0.0 $237k 3.1k 75.42
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Nextera Energy (NEE) 0.0 $229k -5% 4.0k 57.29
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CVS Caremark Corporation (CVS) 0.0 $226k -7% 3.2k 69.81
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $221k NEW 885.00 249.29
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Deckers Outdoor Corporation (DECK) 0.0 $221k 429.00 514.09
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Occidental Petroleum Corporation (OXY) 0.0 $218k NEW 3.4k 64.88
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $218k 3.0k 72.72
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Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $211k NEW 4.2k 49.85
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.0 $211k -2% 12k 17.52
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Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.0 $207k 3.7k 55.85
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Duke Energy Corp Com New (DUK) 0.0 $204k 2.3k 88.24
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $201k 342.00 588.66
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Nuveen Equity Premium Income Fund (BXMX) 0.0 $190k 15k 12.66
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Ea Series Trust Ea Bridgeway Omn (BSVO) 0.0 $185k 10k 18.27
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Palantir Technologies Cl A (PLTR) 0.0 $178k 11k 16.00
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $166k -4% 11k 14.95
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.0 $162k -2% 10k 15.58
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Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.0 $138k 17k 8.00
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $59k 11k 5.42
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Omeros Corporation (OMER) 0.0 $42k 14k 2.92
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Standard Lithium Corp equities (SLI) 0.0 $28k 10k 2.83
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Past Filings by Apella Capital

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