Apella Capital, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 387
Total Value: 2913509164
Accession Number: 0001801507-25-000005
Form Type: 13F-HR
CIK: 0001801507
Manager Name: Apella Capital, LLC

Data Enrichment

67% identified

259 identified128 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

387 positions • $2,913,509.164K total value

387 positions

Manager:

SEC FilingSEC DataHachi Filing

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VERIZON COMMUNICATIONS INC

VZ|92343V104

17571(+40.5%)

Value:

$753.6M(+50.7%)

25434V591

14782

Value:

$749.1M

PACCAR INC

PCAR|693718108

7881(-0.9%)

Value:

$740.3M(-10.6%)

464287408

IVE|464287408

3896(+5.4%)

Value:

$704.8M(-0.1%)

37954Y384

21153

Value:

$693.8M

CONOCOPHILLIPS

COP|20825C104

7566(+124.0%)

Value:

$692.4M(+106.7%)

ALLSTATE CORP

ALL|020002101

3548(+9.8%)

Value:

$684.8M(+9.9%)

STARBUCKS CORP

SBUX|855244109

7476(-0.6%)

Value:

$663.0M(-3.4%)

Philip Morris International Inc.

PM|718172109

4349(+45.4%)

Value:

$660.1M(+83.3%)

Palantir Technologies Inc.

PLTR|69608A108

7164(-14.5%)

Value:

$659.2M(+4.0%)

HONEYWELL INTERNATIONAL INC

HON|438516106

3301(+74.4%)

Value:

$657.2M(+53.7%)

464287879

7176(+1.2%)

Value:

$650.9M(-15.5%)

WASTE MANAGEMENT INC

WM|94106L109

2881(+1.9%)

Value:

$646.6M(+13.4%)

KROGER CO

KR|501044101

9794

Value:

$644.8M

TJX COMPANIES INC /DE/

TJX|872540109

5098(+10.3%)

Value:

$642.6M(+15.1%)

RTX Corp

RTX|75513E101

4975(+111.7%)

Value:

$638.9M(+134.9%)

922908553

VNQ|922908553

7349(-5.8%)

Value:

$621.3M(-10.6%)

46138J460

37530(+3.9%)

Value:

$620.4M(+4.9%)

72201R866

11986(+0.6%)

Value:

$614.2M(-0.3%)

Broadcom Inc.

AVGO|11135F101

3264(+10.4%)

Value:

$604.3M(-11.8%)

Instrument	Shares		Other Manager	Value
Verizon Communications Inc(VZcusip92343V104)	17.6K	QoQ +40.51% (+5.1K) YoY +32.02% (+4.3K)	All Managers (Combined)	$753.6K	QoQ +50.70% (+$253.6K) YoY +38.65% (+$210.1K)
(cusip25434V591)✕	14.8K	QoQ NEW(+14.8K) YoY NEW(+14.8K)	All Managers (Combined)	$749.1K	QoQ NEW(+$749.1K) YoY NEW(+$749.1K)
Paccar Inc(PCARcusip693718108)	7.9K	QoQ -0.94% (-75) YoY +0.19% (-15)	All Managers (Combined)	$740.3K	QoQ -10.55% (-$87.3K) YoY -21.03% (-$197.2K)
(IVEcusip464287408)	3.9K	QoQ +5.41% (-200) YoY +60.65% (+1.5K)	All Managers (Combined)	$704.8K	QoQ -0.09% (-$641) YoY +57.77% (+$258.1K)
(cusip37954Y384)✕	21.2K	QoQ NEW(+21.2K) YoY NEW(+21.2K)	All Managers (Combined)	$693.8K	QoQ NEW(+$693.8K) YoY NEW(+$693.8K)
Conocophillips(COPcusip20825C104)	7.6K	QoQ +124.04% (+4.2K) YoY +134.45% (+4.3K)	All Managers (Combined)	$692.4K	QoQ +106.74% (+$357.5K) YoY +62.25% (+$265.7K)
Allstate Corp(ALLcusip020002101)	3.5K	QoQ +9.81% (+317) YoY +12.31% (+389)	All Managers (Combined)	$684.8K	QoQ +9.94% (+$61.9K) YoY +28.79% (+$153.1K)
Starbucks Corp(SBUXcusip855244109)	7.5K	QoQ -0.61% (-46) YoY +8.06% (+558)	All Managers (Combined)	$663.0K	QoQ -3.40% (-$23.4K) YoY +9.98% (+$60.2K)
Philip Morris International Inc.(PMcusip718172109)	4.3K	QoQ +45.35% (+1.4K) YoY NEW(+4.3K)	All Managers (Combined)	$660.1K	QoQ +83.34% (+$300.1K) YoY NEW(+$660.1K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.2K	QoQ -14.46% (-1.2K) YoY -37.01% (-4.2K)	All Managers (Combined)	$659.2K	QoQ +4.05% (-$25.7K) YoY +154.04% (-$399.7K)
Honeywell International Inc(HONcusip438516106)	3.3K	QoQ +74.37% (+1.4K) YoY +136.80% (+1.9K)	All Managers (Combined)	$657.2K	QoQ +53.68% (+$229.6K) YoY +137.58% (+$380.6K)
(cusip464287879)✕	7.2K	QoQ +1.22% (-87) YoY -3.56% (-265)	All Managers (Combined)	$650.9K	QoQ -15.46% (-$119.1K) YoY -13.34% (-$100.2K)
Waste Management Inc(WMcusip94106L109)	2.9K	QoQ +1.94% (+55) YoY +7.14% (+192)	All Managers (Combined)	$646.6K	QoQ +13.38% (+$76.3K) YoY +16.45% (+$91.4K)
Kroger Co(KRcusip501044101)	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$644.8K	QoQ NEW(+$644.8K) YoY NEW(+$644.8K)
Tjx Companies Inc /De/(TJXcusip872540109)	5.1K	QoQ +10.27% (+475) YoY +7.55% (+358)	All Managers (Combined)	$642.6K	QoQ +15.05% (+$84.1K) YoY +39.60% (+$182.3K)
Rtx Corp(RTXcusip75513E101)	5.0K	QoQ +111.70% (+2.6K) YoY +129.15% (+2.8K)	All Managers (Combined)	$638.9K	QoQ +134.95% (+$367.0K) YoY +189.65% (+$418.3K)
(VNQcusip922908553)	7.3K	QoQ -5.76% (-450) YoY -55.97% (-9.3K)	All Managers (Combined)	$621.3K	QoQ -10.56% (-$73.4K) YoY -56.70% (-$813.7K)
(cusip46138J460)✕	37.5K	QoQ +3.88% (+1.4K) YoY NEW(+37.5K)	All Managers (Combined)	$620.4K	QoQ +4.90% (+$29.0K) YoY NEW(+$620.4K)
(cusip72201R866)✕	12.0K	QoQ +0.62% (-74) YoY NEW(+12.0K)	All Managers (Combined)	$614.2K	QoQ -0.33% (-$2.0K) YoY NEW(+$614.2K)
Broadcom Inc.(AVGOcusip11135F101)	3.3K	QoQ +10.41% (-308) YoY +1243.20% (+3.0K)	All Managers (Combined)	$604.3K	QoQ -11.82% (-$81.0K) YoY +86.08% (+$279.5K)