Apella Capital, LLC Q4 2023 Filing
Filed January 5, 2024
Portfolio Value
$1.8T
Holdings
292
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (292 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LWLAMB WESTON HLDGS INC | 17,902 | $1K | 0.00% | |
| 102 | MCDMCDONALDS CORP | 5,081 | $1K | 0.00% | |
| 103 | CRMSALESFORCE INC | 5,437 | $1K | 0.00% | |
| 104 | BNDWVANGUARD SCOTTSDALE FDS | 25,658 | $1K | 0.00% | |
| 105 | IAGGISHARES TR | 30,745 | $1K | 0.00% | |
| 106 | JPMJPMORGAN CHASE & CO | 8,035 | $1K | 0.00% | |
| 107 | VUSBVANGUARD BD INDEX FDS | 21,879 | $1K | 0.00% | |
| 108 | SCHFSCHWAB STRATEGIC TR | 30,686 | $1K | 0.00% | |
| 109 | BABOEING CO | 6,800 | $1K | 0.00% | |
| 110 | PGPROCTER AND GAMBLE CO | 9,817 | $1K | 0.00% | |
| 111 | DOCSDOXIMITY INC | 39,217 | $1K | 0.00% | |
| 112 | HDHOME DEPOT INC | 4,494 | $1K | 0.00% | |
| 113 | TXNTEXAS INSTRS INC | 7,662 | $1K | 0.00% | |
| 114 | EZMWISDOMTREE TR | 20,925 | $1K | 0.00% | |
| 115 | BXBLACKSTONE INC | 8,212 | $1K | 0.00% | |
| 116 | JPSTJ P MORGAN EXCHANGE TRADED F | 26,411 | $1K | 0.00% | |
| 117 | XOMEXXON MOBIL CORP | 10,240 | $1K | 0.00% | |
| 118 | ESMLISHARES TR | 49,024 | $1K | 0.00% | |
| 119 | VNQVANGUARD INDEX FDS | 16,101 | $1K | 0.00% | |
| 120 | COSTCOSTCO WHSL CORP NEW | 2,418 | $1K | 0.00% | |
| 121 | AVREAMERICAN CENTY ETF TR | 27,099 | $1K | 0.00% | |
| 122 | OMFLINVESCO EXCH TRD SLF IDX FD | 37,046 | $1K | 0.00% | |
| 123 | SPDWSPDR INDEX SHS FDS | 45,638 | $1K | 0.00% | |
| 124 | CMFISHARES TR | 26,413 | $1K | 0.00% | |
| 125 | IWMISHARES TR | 9,730 | $1K | 0.00% | |
| 126 | ESGEISHARES INC | 62,567 | $1K | 0.00% | |
| 127 | ABBVABBVIE INC | 7,261 | $1K | 0.00% | |
| 128 | VEUVANGUARD INTL EQUITY INDEX F | 29,335 | $1K | 0.00% | |
| 129 | SPYMSPDR SER TR | 34,416 | $1K | 0.00% | |
| 130 | DFSUDIMENSIONAL ETF TRUST | 54,368 | $1K | 0.00% | |
| 131 | IWDISHARES TR | 7,401 | $1K | 0.00% | |
| 132 | XLSRSSGA ACTIVE TR | 28,965 | $1K | 0.00% | |
| 133 | JPINJ P MORGAN EXCHANGE TRADED F | 18,901 | $1K | 0.00% | |
| 134 | UALUNITED AIRLS HLDGS INC | 30,555 | $1K | 0.00% | |
| 135 | JPMEJ P MORGAN EXCHANGE TRADED F | 13,932 | $1K | 0.00% | |
| 136 | ZIONZIONS BANCORPORATION N A | 7,204 | $0 | 0.00% | |
| 137 | ORCLORACLE CORP | 4,882 | $0 | 0.00% | |
| 138 | INTCINTEL CORP | 12,953 | $0 | 0.00% | |
| 139 | NVONOVO-NORDISK A S | 1,995 | $0 | 0.00% | |
| 140 | DFSIDIMENSIONAL ETF TRUST | 23,684 | $0 | 0.00% | |
| 141 | KOCOCA COLA CO | 7,757 | $0 | 0.00% | |
| 142 | STNSTANTEC INC | 9,321 | $0 | 0.00% | |
| 143 | SPEMSPDR INDEX SHS FDS | 17,331 | $0 | 0.00% | |
| 144 | WTRGESSENTIAL UTILS INC | 8,429 | $0 | 0.00% | |
| 145 | PDBCINVESCO ACTVELY MNGD ETC FD | 10,134 | $0 | 0.00% | |
| 146 | OEFISHARES TR | 2,018 | $0 | 0.00% | |
| 147 | GEGENERAL ELECTRIC CO | 2,837 | $0 | 0.00% | |
| 148 | ADBEADOBE INC | 636 | $0 | 0.00% | |
| 149 | BACVERIZON COMMUNICATIONS INC | 12,015 | $0 | 0.00% | |
| 150 | IVWISHARES TR | 4,292 | $0 | 0.00% | |
| 151 | BSCQINVESCO EXCH TRD SLF IDX FD | 48,729 | $0 | 0.00% | |
| 152 | VBKVANGUARD INDEX FDS | 1,414 | $0 | 0.00% | |
| 153 | AVGEAMERICAN CENTY ETF TR | 7,820 | $0 | 0.00% | |
| 154 | TIPISHARES TR | 6,364 | $0 | 0.00% | |
| 155 | ADPAUTOMATIC DATA PROCESSING IN | 3,876 | $0 | 0.00% | |
| 156 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 15,035 | $0 | 0.00% | |
| 157 | SOSOUTHERN CO | 4,192 | $0 | 0.00% | |
| 158 | GOOGLALPHABET INC | 6,648 | $0 | 0.00% | |
| 159 | KKRKKR & CO INC | 3,193 | $0 | 0.00% | |
| 160 | DFSBDIMENSIONAL ETF TRUST | 12,258 | $0 | 0.00% | |
| 161 | BRBROADRIDGE FINL SOLUTIONS IN | 1,350 | $0 | 0.00% | |
| 162 | VSDAVICTORY PORTFOLIOS II | 19,571 | $0 | 0.00% | |
| 163 | DFAWDIMENSIONAL ETF TRUST | 17,042 | $0 | 0.00% | |
| 164 | IBMINTERNATIONAL BUSINESS MACHS | 2,869 | $0 | 0.00% | |
| 165 | RTXRTX CORPORATION | 2,364 | $0 | 0.00% | |
| 166 | FDSFACTSET RESH SYS INC | 703 | $0 | 0.00% | |
| 167 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,124 | $0 | 0.00% | |
| 168 | ALSALLSTATE CORP | 3,159 | $0 | 0.00% | |
| 169 | PCARPACCAR INC | 7,721 | $0 | 0.00% | |
| 170 | UNHUNITEDHEALTH GROUP INC | 939 | $0 | 0.00% | |
| 171 | OMFSINVESCO EXCH TRD SLF IDX FD | 14,340 | $0 | 0.00% | |
| 172 | CVSCVS HEALTH CORP | 3,378 | $0 | 0.00% | |
| 173 | QCOMQUALCOMM INC | 4,731 | $0 | 0.00% | |
| 174 | VYMVANGUARD WHITEHALL FDS | 6,522 | $0 | 0.00% | |
| 175 | BSCUINVESCO EXCH TRD SLF IDX FD | 10,406 | $0 | 0.00% | |
| 176 | JMSTJ P MORGAN EXCHANGE TRADED F | 16,511 | $0 | 0.00% | |
| 177 | BSCOINVESCO EXCH TRD SLF IDX FD | 45,211 | $0 | 0.00% | |
| 178 | SCHGSCHWAB STRATEGIC TR | 2,991 | $0 | 0.00% | |
| 179 | DISDISNEY WALT CO | 5,914 | $0 | 0.00% | |
| 180 | KMBKIMBERLY-CLARK CORP | 3,108 | $0 | 0.00% | |
| 181 | BANCBANC OF CALIFORNIA INC | 23,341 | $0 | 0.00% | |
| 182 | SBUXSTARBUCKS CORP | 6,903 | $0 | 0.00% | |
| 183 | AVGOBROADCOM INC | 243 | $0 | 0.00% | |
| 184 | XLKSELECT SECTOR SPDR TR | 1,118 | $0 | 0.00% | |
| 185 | SPSMSPDR SER TR | 20,422 | $0 | 0.00% | |
| 186 | ASMLASML HOLDING N V | 342 | $0 | 0.00% | |
| 187 | IYRISHARES TR | 2,891 | $0 | 0.00% | |
| 188 | ABTABBOTT LABS | 6,125 | $0 | 0.00% | |
| 189 | EMLPFIRST TR EXCHANGE-TRADED FD | 25,967 | $0 | 0.00% | |
| 190 | SPMDSPDR SER TR | 6,418 | $0 | 0.00% | |
| 191 | CSCOCISCO SYS INC | 8,822 | $0 | 0.00% | |
| 192 | AVMUAMERICAN CENTY ETF TR | 7,651 | $0 | 0.00% | |
| 193 | ELVELEVANCE HEALTH INC | 1,341 | $0 | 0.00% | |
| 194 | SCHBSCHWAB STRATEGIC TR | 6,706 | $0 | 0.00% | |
| 195 | IWSISHARES TR | 2,926 | $0 | 0.00% | |
| 196 | BONDPIMCO ETF TR | 6,379 | $0 | 0.00% | |
| 197 | TMOTHERMO FISHER SCIENTIFIC INC | 494 | $0 | 0.00% | |
| 198 | MINTPIMCO ETF TR | 3,388 | $0 | 0.00% | |
| 199 | IVEISHARES TR | 1,227 | $0 | 0.00% | |
| 200 | TTTRANE TECHNOLOGIES PLC | 2,181 | $0 | 0.00% |