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  Name: Apella Capital LLC
  City: GLASTONBURY
  State: CT
  Zip: 06033
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,982,172,000
  Total Value Change : $187,463,000
  Securities Held Change : 2
   
All Securities Held : 294
  New Positions : 10
  Closed Positions : 9
  Increased Positions : 124
  Unchanged Positions : 37
  Decreased Positions : 123

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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 199 New $0.00 $452,000 20,350 0.02% 452,000 20,350 0.022    N/A
   (VST)1 Year Chart         VST Vistra Energy Corp 239 New $91.47 $320,000 4,604 0.02% 320,000 4,604 0    N/A
   (VYMI)1 Year Chart         VYMI Vanguard International High... 267 New $0.00 $235,000 3,393 0.01% 235,000 3,393 0.004    N/A
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 270 New $172.45 $231,000 1,339 0.01% 231,000 1,339 0.002    Closed - End Fund - E...
   (BLD)1 Year Chart         BLD Topbuild Corp 279 New $419.95 $217,000 500 0.01% 217,000 500 0.002    N/A
   (AXP)1 Year Chart         AXP American Express Co 283 New $241.53 $204,000 930 0.01% 204,000 930 0.001    Credit Services
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 285 New $29.44 $202,000 2,172 0.01% 202,000 2,172 0.002    Medical Appliances & ...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 287 New $79.69 $202,000 2,542 0.01% 202,000 2,542 0    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 286 New $239.97 $202,000 847 0.01% 202,000 847 0    Closed - End Fund - E...
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 288 New $221.94 $201,000 842 0.01% 201,000 842 0    Drugs Wholesale

      10 Records Found
  1    
Page 1 of 1
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