Apella Capital, LLC Q1 2024 Filing
Filed April 10, 2024
Portfolio Value
$2.0T
Holdings
294
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (294 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LLYELI LILLY & CO | 1,610 | $1K | 0.00% | |
| 102 | NDQINVESCO QQQ TR | 3,382 | $1K | 0.00% | |
| 103 | PEPPEPSICO INC | 7,395 | $1K | 0.00% | |
| 104 | IWVISHARES TR | 6,454 | $1K | 0.00% | |
| 105 | WFCWELLS FARGO CO NEW | 20,608 | $1K | 0.00% | |
| 106 | USFRWISDOMTREE TR | 27,360 | $1K | 0.00% | |
| 107 | LWLAMB WESTON HLDGS INC | 17,902 | $1K | 0.00% | |
| 108 | MCDMCDONALDS CORP | 4,980 | $1K | 0.00% | |
| 109 | CRMSALESFORCE INC | 5,397 | $1K | 0.00% | |
| 110 | BNDWVANGUARD SCOTTSDALE FDS | 22,000 | $1K | 0.00% | |
| 111 | IAGGISHARES TR | 24,761 | $1K | 0.00% | |
| 112 | JPMJPMORGAN CHASE & CO | 8,086 | $1K | 0.00% | |
| 113 | SCHFSCHWAB STRATEGIC TR | 30,404 | $1K | 0.00% | |
| 114 | BABOEING CO | 7,431 | $1K | 0.00% | |
| 115 | PGPROCTER AND GAMBLE CO | 9,365 | $1K | 0.00% | |
| 116 | DOCSDOXIMITY INC | 46,843 | $1K | 0.00% | |
| 117 | HDHOME DEPOT INC | 4,685 | $1K | 0.00% | |
| 118 | TXNTEXAS INSTRS INC | 7,665 | $1K | 0.00% | |
| 119 | EZMWISDOMTREE TR | 20,925 | $1K | 0.00% | |
| 120 | GOOGLALPHABET INC | 7,247 | $1K | 0.00% | |
| 121 | DFAWDIMENSIONAL ETF TRUST | 28,310 | $1K | 0.00% | |
| 122 | BXBLACKSTONE INC | 8,287 | $1K | 0.00% | |
| 123 | XOMEXXON MOBIL CORP | 10,827 | $1K | 0.00% | |
| 124 | VNQVANGUARD INDEX FDS | 16,692 | $1K | 0.00% | |
| 125 | COSTCOSTCO WHSL CORP NEW | 2,623 | $1K | 0.00% | |
| 126 | AVREAMERICAN CENTY ETF TR | 27,799 | $1K | 0.00% | |
| 127 | VGITVANGUARD SCOTTSDALE FDS | 25,045 | $1K | 0.00% | |
| 128 | SPDWSPDR INDEX SHS FDS | 45,034 | $1K | 0.00% | |
| 129 | CMFISHARES TR | 25,747 | $1K | 0.00% | |
| 130 | ABBVABBVIE INC | 7,365 | $1K | 0.00% | |
| 131 | VEUVANGUARD INTL EQUITY INDEX F | 31,105 | $1K | 0.00% | |
| 132 | SPYMSPDR SER TR | 31,687 | $1K | 0.00% | |
| 133 | IWDISHARES TR | 7,354 | $1K | 0.00% | |
| 134 | BIVVANGUARD BD INDEX FDS | 21,061 | $1K | 0.00% | |
| 135 | XLSRSSGA ACTIVE TR | 28,988 | $1K | 0.00% | |
| 136 | JPINJ P MORGAN EXCHANGE TRADED F | 18,712 | $1K | 0.00% | |
| 137 | UALUNITED AIRLS HLDGS INC | 30,555 | $1K | 0.00% | |
| 138 | JPMEJ P MORGAN EXCHANGE TRADED F | 13,900 | $1K | 0.00% | |
| 139 | EFAISHARES TR | 6,694 | $0 | 0.00% | |
| 140 | GSSCGOLDMAN SACHS ETF TR | 3,519 | $0 | 0.00% | |
| 141 | NVONOVO-NORDISK A S | 2,227 | $0 | 0.00% | |
| 142 | ESEVERSOURCE ENERGY | 5,913 | $0 | 0.00% | |
| 143 | TAT&T INC | 23,452 | $0 | 0.00% | |
| 144 | SOSOUTHERN CO | 4,117 | $0 | 0.00% | |
| 145 | SPEMSPDR INDEX SHS FDS | 16,390 | $0 | 0.00% | |
| 146 | BSCOINVESCO EXCH TRD SLF IDX FD | 42,629 | $0 | 0.00% | |
| 147 | CTEFEA SERIES TRUST | 10,116 | $0 | 0.00% | |
| 148 | OEFISHARES TR | 2,019 | $0 | 0.00% | |
| 149 | ORCLORACLE CORP | 4,823 | $0 | 0.00% | |
| 150 | BACVERIZON COMMUNICATIONS INC | 13,309 | $0 | 0.00% | |
| 151 | IVWISHARES TR | 7,049 | $0 | 0.00% | |
| 152 | BSCQINVESCO EXCH TRD SLF IDX FD | 46,243 | $0 | 0.00% | |
| 153 | VBKVANGUARD INDEX FDS | 1,380 | $0 | 0.00% | |
| 154 | AVGEAMERICAN CENTY ETF TR | 8,173 | $0 | 0.00% | |
| 155 | INTCINTEL CORP | 9,767 | $0 | 0.00% | |
| 156 | ADPAUTOMATIC DATA PROCESSING IN | 3,795 | $0 | 0.00% | |
| 157 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 15,035 | $0 | 0.00% | |
| 158 | SBUXSTARBUCKS CORP | 6,918 | $0 | 0.00% | |
| 159 | SPSMSPDR SER TR | 20,441 | $0 | 0.00% | |
| 160 | KOCOCA COLA CO | 7,597 | $0 | 0.00% | |
| 161 | GEGENERAL ELECTRIC CO | 2,949 | $0 | 0.00% | |
| 162 | ADBEADOBE INC | 600 | $0 | 0.00% | |
| 163 | VSDAVICTORY PORTFOLIOS II | 16,611 | $0 | 0.00% | |
| 164 | SCHBSCHWAB STRATEGIC TR | 4,892 | $0 | 0.00% | |
| 165 | OXYOCCIDENTAL PETE CORP | 3,391 | $0 | 0.00% | |
| 166 | RTXRTX CORPORATION | 2,171 | $0 | 0.00% | |
| 167 | FDSFACTSET RESH SYS INC | 703 | $0 | 0.00% | |
| 168 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,126 | $0 | 0.00% | |
| 169 | ALSALLSTATE CORP | 3,159 | $0 | 0.00% | |
| 170 | TIPISHARES TR | 5,172 | $0 | 0.00% | |
| 171 | UNHUNITEDHEALTH GROUP INC | 816 | $0 | 0.00% | |
| 172 | OMFSINVESCO EXCH TRD SLF IDX FD | 14,148 | $0 | 0.00% | |
| 173 | CVSCVS HEALTH CORP | 3,425 | $0 | 0.00% | |
| 174 | QCOMQUALCOMM INC | 5,057 | $0 | 0.00% | |
| 175 | KKRKKR & CO INC | 3,196 | $0 | 0.00% | |
| 176 | BRBROADRIDGE FINL SOLUTIONS IN | 1,350 | $0 | 0.00% | |
| 177 | VSTVISTRA CORP | 4,604 | $0 | 0.00% | |
| 178 | IWSISHARES TR | 2,934 | $0 | 0.00% | |
| 179 | VVVANGUARD INDEX FDS | 847 | $0 | 0.00% | |
| 180 | DISDISNEY WALT CO | 5,493 | $0 | 0.00% | |
| 181 | SCHDSCHWAB STRATEGIC TR | 2,542 | $0 | 0.00% | |
| 182 | IBMINTERNATIONAL BUSINESS MACHS | 2,314 | $0 | 0.00% | |
| 183 | BANCBANC OF CALIFORNIA INC | 23,341 | $0 | 0.00% | |
| 184 | JPSTJ P MORGAN EXCHANGE TRADED F | 18,077 | $0 | 0.00% | |
| 185 | PCARPACCAR INC | 7,866 | $0 | 0.00% | |
| 186 | XLKSELECT SECTOR SPDR TR | 1,345 | $0 | 0.00% | |
| 187 | IVEISHARES TR | 2,425 | $0 | 0.00% | |
| 188 | ASMLASML HOLDING N V | 342 | $0 | 0.00% | |
| 189 | IYRISHARES TR | 2,902 | $0 | 0.00% | |
| 190 | VYMVANGUARD WHITEHALL FDS | 5,870 | $0 | 0.00% | |
| 191 | JMSTJ P MORGAN EXCHANGE TRADED F | 15,642 | $0 | 0.00% | |
| 192 | SCHGSCHWAB STRATEGIC TR | 2,991 | $0 | 0.00% | |
| 193 | CSCOCISCO SYS INC | 8,925 | $0 | 0.00% | |
| 194 | ELVELEVANCE HEALTH INC | 1,341 | $0 | 0.00% | |
| 195 | KMBKIMBERLY-CLARK CORP | 3,259 | $0 | 0.00% | |
| 196 | DFSEDIMENSIONAL ETF TRUST | 25,137 | $0 | 0.00% | |
| 197 | ABTABBOTT LABS | 6,057 | $0 | 0.00% | |
| 198 | EMLPFIRST TR EXCHANGE-TRADED FD | 26,022 | $0 | 0.00% | |
| 199 | MINTPIMCO ETF TR | 2,919 | $0 | 0.00% | |
| 200 | IJHISHARES TR | 6,361 | $0 | 0.00% |