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)

#StockSharesValue% PortfolioType
201
DFSEDIMENSIONAL ETF TRUST
8,959$00.00%
202
SCHASCHWAB STRATEGIC TR
5,079$00.00%
203
BSCRINVESCO EXCH TRD SLF IDX FD
48,508$00.00%
204
REETISHARES TR
15,707$00.00%
205
GWXSPDR INDEX SHS FDS
6,828$00.00%
206
IJHISHARES TR
898$00.00%
207
COPCONOCOPHILLIPS
3,117$00.00%
208
VGITVANGUARD SCOTTSDALE FDS
16,260$00.00%
209
PEGPUBLIC SVC ENTERPRISE GRP IN
6,404$00.00%
210
AIVLWISDOMTREE TR
4,600$00.00%
211
IVVISHARES TR
1,298$00.00%
212
BDXBECTON DICKINSON & CO
1,020$00.00%
213
VNQIVANGUARD INTL EQUITY INDEX F
20,002$00.00%
214
ICFIICF INTL INC
1,643$00.00%
215
TTDTHE TRADE DESK INC
5,303$00.00%
216
VUGVANGUARD INDEX FDS
2,229$00.00%
217
UNPUNION PAC CORP
862$00.00%
218
BSCSINVESCO EXCH TRD SLF IDX FD
46,662$00.00%
219
VVISA INC
1,535$00.00%
220
SHWSHERWIN WILLIAMS CO
1,415$00.00%
221
TJXTJX COS INC NEW
4,674$00.00%
222
A4SAMERIPRISE FINL INC
549$00.00%
223
ACWIISHARES TR
4,579$00.00%
224
CMCSACOMCAST CORP NEW
5,750$00.00%
225
NEENEXTERA ENERGY INC
3,582$00.00%
226
VGKVANGUARD INTL EQUITY INDEX F
6,491$00.00%
227
SCHXSCHWAB STRATEGIC TR
3,694$00.00%
228
PGXINVESCO EXCH TRADED FD TR II
31,075$00.00%
229
SCHRSCHWAB STRATEGIC TR
5,227$00.00%
230
ESBAEMPIRE ST RLTY OP L P
17,206$00.00%
231
CATCATERPILLAR INC
705$00.00%
232
MRKMERCK & CO INC
5,798$00.00%
233
HONHONEYWELL INTL INC
1,410$00.00%
234
IWNISHARES TR
2,746$00.00%
235
AQLTISHARES TR
15,129$00.00%
236
SPSBSPDR SER TR
10,276$00.00%
237
FNDXSCHWAB STRATEGIC TR
8,441$00.00%
238
DECKDECKERS OUTDOOR CORP
429$00.00%
239
IJSISHARES TR
7,060$00.00%
240
NFLXNETFLIX INC
611$00.00%
241
SNPSSYNOPSYS INC
711$00.00%
242
LLYELI LILLY & CO
1,604$00.00%
243
PFEPFIZER INC
15,214$00.00%
244
DHRDANAHER CORPORATION
1,970$00.00%
245
AVAAVISTA CORP
19,277$00.00%
246
AGGISHARES TR
7,246$00.00%
247
HOOKGBPHOOKIPA PHARMA INC
19,783$00.00%
248
FSKFS KKR CAP CORP
18,749$00.00%
249
FDHYFIDELITY COVINGTON TRUST
4,668$00.00%
250
DEDEERE & CO
2,163$00.00%
251
NKENIKE INC
3,213$00.00%
252
AEPAMERICAN ELEC PWR CO INC
4,177$00.00%
253
LRCXEURLAM RESEARCH CORP
315$00.00%
254
WMTWALMART INC
2,980$00.00%
255
STIPISHARES TR
3,682$00.00%
256
TSLATESLA INC
3,208$00.00%
257
SCHVSCHWAB STRATEGIC TR
3,008$00.00%
258
WMWASTE MGMT INC DEL
2,688$00.00%
259
VGTVANGUARD WORLD FDS
776$00.00%
260
METAMETA PLATFORMS INC
1,589$00.00%
261
IMCBISHARES TR
11,532$00.00%
262
BACBANK AMERICA CORP
9,236$00.00%
263
OMEROMEROS CORP
14,288$00.00%
264
TAT&T INC
22,007$00.00%
265
ESEVERSOURCE ENERGY
5,898$00.00%
266
GSSCGOLDMAN SACHS ETF TR
3,514$00.00%
267
EFAISHARES TR
6,694$00.00%
268
IWFISHARES TR
1,831$00.00%
269
DUKDUKE ENERGY CORP NEW
2,680$00.00%
270
BMYBRISTOL-MYERS SQUIBB CO
6,410$00.00%
271
FSCOFS CREDIT OPPORTUNITIES CORP
10,815$00.00%
272
GBXGREENBRIER COS INC
6,242$00.00%
273
CTEFEA SERIES TRUST
10,116$00.00%
274
TRVTRAVELERS COMPANIES INC
1,172$00.00%
275
BSCTINVESCO EXCH TRD SLF IDX FD
37,908$00.00%
276
VGSRMANAGER DIRECTED PORTFOLIOS
18,296$00.00%
277
AMDADVANCED MICRO DEVICES INC
3,214$00.00%
278
SHVISHARES TR
4,170$00.00%
279
SLISTANDARD LITHIUM LTD
10,000$00.00%
280
GOOGALPHABET INC
2,592$00.00%
281
SPYVSPDR SER TR
5,187$00.00%
282
BSCPINVESCO EXCH TRD SLF IDX FD
46,022$00.00%
283
SOXXISHARES TR
595$00.00%
284
VONGVANGUARD SCOTTSDALE FDS
4,000$00.00%
285
AMGNAMGEN INC
1,270$00.00%
286
PLTRPALANTIR TECHNOLOGIES INC
11,161$00.00%
287
VLOVALERO ENERGY CORP
1,961$00.00%
288
DHID R HORTON INC
5,750$00.00%
289
EMREMERSON ELEC CO
2,712$00.00%
290
EMXCISHARES INC
11,986$00.00%
291
DONSPDR DOW JONES INDL AVERAGE
833$00.00%
292
ADMARCHER DANIELS MIDLAND CO
3,158$00.00%
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