Apella Capital, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Apella Capital, LLC
Data Enrichment
67% identified
259 identified128 unidentified

Holdings

387 positions
Manager:
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Page 13 of 20
92204A702
Shares:
1124(+40.1%)
Value:
$599.7M(+20.3%)
Duke Energy CORP
Shares:
5010(-0.9%)
Value:
$582.7M(+7.0%)
CONSOLIDATED EDISON INC
Shares:
5308
Value:
$561.4M
808524508
Shares:
21685(-1.3%)
Value:
$544.1M(-10.6%)
78463X509
Shares:
14699(+0.0%)
Value:
$542.8M(-3.8%)
UGI CORP /PA/
Shares:
17282
Value:
$540.4M
KIMBERLY CLARK CORP
Shares:
3991(+16.5%)
Value:
$539.4M(+20.1%)
EMERSON ELECTRIC CO
Shares:
5154(+9.8%)
Value:
$538.2M(-7.5%)
GENERAL MILLS INC
Shares:
9268(+14.5%)
Value:
$538.1M(+4.3%)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:
1050(-12.2%)
Value:
$537.8M(-21.1%)
25434V583
Shares:
10018(-0.0%)
Value:
$529.5M(+0.0%)
25434V633
Shares:
10683(+0.0%)
Value:
$522.2M(-2.3%)
NEXTERA ENERGY INC
Shares:
7557(+66.7%)
Value:
$510.7M(+57.1%)
PFIZER INC
Shares:
22602(+6.5%)
Value:
$508.3M(-9.7%)
BRISTOL MYERS SQUIBB CO
Shares:
9367(+58.4%)
Value:
$503.4M(+50.5%)
LOCKHEED MARTIN CORP
Shares:
1069
Value:
$494.3M
COMCAST CORP
Shares:
13783(+44.6%)
Value:
$484.9M(+35.5%)
DARDEN RESTAURANTS INC
Shares:
2430(+16.4%)
Value:
$477.1M(+22.4%)
AMERICAN ELECTRIC POWER CO INC
Shares:
4610(+4.7%)
Value:
$471.8M(+16.1%)
BANK OF AMERICA CORP /DE/
Shares:
12472(+10.1%)
Value:
$463.3M(-7.0%)