Apella Capital, LLC Q1 2025 Filing

Filed April 10, 2025

Portfolio Value

$2.9T

Holdings

387

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (387 positions)

#StockSharesValue% PortfolioType
201
BSCTINVESCO EXCH TRD SLF IDX FD
46,714$863.3M0.03%
202
AVXLANAVEX LIFE SCIENCES CORP
98,555$859.4M0.03%
203
AVGEAMERICAN CENTY ETF TR
12,582$854.9M0.03%
204
CSCOCISCO SYS INC
14,603$848.9M0.03%
205
ELVELEVANCE HEALTH INC
1,926$839.1M0.03%
206
VYMVANGUARD WHITEHALL FDS
6,831$838.0M0.03%
207
IBMSISHARES TR
38,573$836.4M0.03%
208
DESWISDOMTREE TR
27,782$832.3M0.03%
209
JMSTJ P MORGAN EXCHANGE TRADED F
16,153$817.8M0.03%
210
EMLPFIRST TR EXCHANGE-TRADED FD
23,383$816.3M0.03%
211
SAICSCIENCE APPLICATIONS INTL CO
7,228$816.2M0.03%
212
IMCBISHARES TR
11,532$816.0M0.03%
213
IVVISHARES TR
1,478$807.6M0.03%
214
FNDXSCHWAB STRATEGIC TR
35,868$805.9M0.03%
215
GEGE AEROSPACE
4,290$803.5M0.03%
216
TTTRANE TECHNOLOGIES PLC
2,342$802.8M0.03%
217
VSDAVICTORY PORTFOLIOS II
16,432$802.2M0.03%
218
STNSTANTEC INC
9,327$795.4M0.03%
219
QCOMQUALCOMM INC
5,502$790.1M0.03%
220
AVAAVISTA CORP
19,278$765.5M0.03%
221
BACVERIZON COMMUNICATIONS INC
17,571$753.6M0.03%
222
DUSBDIMENSIONAL ETF TRUST
14,782$749.1M0.03%
223
PCARPACCAR INC
7,881$740.3M0.03%
224
IVEISHARES TR
3,896$704.8M0.02%
225
BUGGLOBAL X FDS
21,153$693.8M0.02%
226
COPCONOCOPHILLIPS
7,566$692.4M0.02%
227
ALSALLSTATE CORP
3,548$684.8M0.02%
228
SBUXSTARBUCKS CORP
7,476$663.0M0.02%
229
4I1PHILIP MORRIS INTL INC
4,349$660.1M0.02%
230
PLTRPALANTIR TECHNOLOGIES INC
7,164$659.2M0.02%
231
HONHONEYWELL INTL INC
3,301$657.2M0.02%
232
IJSISHARES TR
7,176$650.9M0.02%
233
WMWASTE MGMT INC DEL
2,881$646.6M0.02%
234
KRKROGER CO
9,794$644.8M0.02%
235
TJXTJX COS INC NEW
5,098$642.6M0.02%
236
RTXRTX CORPORATION
4,975$638.9M0.02%
237
VNQVANGUARD INDEX FDS
7,349$621.3M0.02%
238
BSCUINVESCO EXCH TRD SLF IDX FD
37,530$620.4M0.02%
239
MUNIPIMCO ETF TR
11,986$614.2M0.02%
240
AVGOBROADCOM INC
3,264$604.3M0.02%
241
VGTVANGUARD WORLD FD
1,124$599.7M0.02%
242
DUKDUKE ENERGY CORP NEW
5,010$582.7M0.02%
243
EDCONSOLIDATED EDISON INC
5,308$561.4M0.02%
244
SCHMSCHWAB STRATEGIC TR
21,685$544.1M0.02%
245
SPEMSPDR INDEX SHS FDS
14,699$542.8M0.02%
246
UGIUGI CORP NEW
17,282$540.4M0.02%
247
KMBKIMBERLY-CLARK CORP
3,991$539.4M0.02%
248
EMREMERSON ELEC CO
5,154$538.2M0.02%
249
GISGENERAL MLS INC
9,268$538.1M0.02%
250
MDYSPDR S&P MIDCAP 400 ETF TR
1,050$537.8M0.02%
251
DFGPDIMENSIONAL ETF TRUST
10,018$529.5M0.02%
252
DFCADIMENSIONAL ETF TRUST
10,683$522.2M0.02%
253
NEENEXTERA ENERGY INC
7,557$510.7M0.02%
254
PFEPFIZER INC
22,602$508.3M0.02%
255
BMYBRISTOL-MYERS SQUIBB CO
9,367$503.4M0.02%
256
LMTLOCKHEED MARTIN CORP
1,069$494.3M0.02%
257
CMCSACOMCAST CORP NEW
13,783$484.9M0.02%
258
DRIDARDEN RESTAURANTS INC
2,430$477.1M0.02%
259
AEPAMERICAN ELEC PWR CO INC
4,610$471.8M0.02%
260
BACBANK AMERICA CORP
12,472$463.3M0.02%
261
AMDADVANCED MICRO DEVICES INC
4,765$461.4M0.02%
262
NOCNORTHROP GRUMMAN CORP
889$455.2M0.02%
263
MOALTRIA GROUP INC
7,939$447.4M0.02%
264
OMFSINVESCO EXCH TRD SLF IDX FD
12,183$445.9M0.02%
265
OEFISHARES TR
1,682$445.4M0.02%
266
PEGPUBLIC SVC ENTERPRISE GRP IN
5,418$443.4M0.02%
267
DDOMINION ENERGY INC
8,386$438.2M0.02%
268
DFSVDIMENSIONAL ETF TRUST
16,338$431.6M0.01%
269
VBKVANGUARD INDEX FDS
1,729$420.1M0.01%
270
DHRDANAHER CORPORATION
2,172$416.7M0.01%
271
ADBEADOBE INC
1,139$415.3M0.01%
272
AVSFAMERICAN CENTY ETF TR
8,829$410.5M0.01%
273
IBTKISHARES TR
20,822$407.3M0.01%
274
DONSPDR DOW JONES INDL AVERAGE
982$398.7M0.01%
275
IWNISHARES TR
2,800$397.0M0.01%
276
AMGNAMGEN INC
1,333$387.9M0.01%
277
SCHBSCHWAB STRATEGIC TR
18,534$387.0M0.01%
278
ETNEATON CORP PLC
1,364$386.8M0.01%
279
CMICUMMINS INC
1,266$375.5M0.01%
280
SOXXISHARES TR
2,031$372.9M0.01%
281
KKRKKR & CO INC
3,328$367.7M0.01%
282
DLSWISDOMTREE TR
5,706$362.4M0.01%
283
VYMIVANGUARD WHITEHALL FDS
5,091$357.5M0.01%
284
IWSISHARES TR
2,976$355.1M0.01%
285
VSTVISTRA CORP
3,007$354.9M0.01%
286
GEVGE VERNOVA INC
1,081$353.2M0.01%
287
BONDPIMCO ETF TR
3,827$347.2M0.01%
288
FFORD MTR CO
35,934$341.4M0.01%
289
BRBROADRIDGE FINL SOLUTIONS IN
1,467$340.8M0.01%
290
MAMASTERCARD INCORPORATED
653$336.6M0.01%
291
ZIONZIONS BANCORPORATION N A
7,225$330.3M0.01%
292
BDXBECTON DICKINSON & CO
1,540$322.4M0.01%
293
XLKSELECT SECTOR SPDR TR
1,571$320.2M0.01%
294
FSKFS KKR CAP CORP
16,308$319.5M0.01%
295
DWDMORGAN STANLEY
2,830$316.1M0.01%
296
WBAWALGREENS BOOTS ALLIANCE INC
29,105$313.8M0.01%
297
DTEDTE ENERGY CO
2,403$313.6M0.01%
298
PYLDPIMCO ETF TR
12,013$310.8M0.01%
299
INTCINTEL CORP
14,362$309.2M0.01%
300
HSYHERSHEY CO
1,882$308.9M0.01%
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