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 19 of 20
OCCIDENTAL PETROLEUM CORP /DE/
Shares:
5589(+1.1%)
Value:
$224.9M(-17.6%)
Wheaton Precious Metals Corp.
Shares:
2985
Value:
$222.8M
46429B267
Shares:
9698(-15.8%)
Value:
$221.3M(-16.4%)
81369Y506
Shares:
2680(+0.9%)
Value:
$220.7M(-3.0%)
808524201
Shares:
10299(+0.0%)
Value:
$220.7M(-7.5%)
808524797
Shares:
8389
Value:
$217.0M
381430602
Shares:
3544(+0.2%)
Value:
$213.5M(-12.7%)
46138E511
Shares:
19020(+0.9%)
Value:
$210.7M(-3.0%)
PRUDENTIAL FINANCIAL INC
Shares:
2005
Value:
$208.3M
97717W208
Shares:
2249(-0.3%)
Value:
$205.5M(-2.4%)
MCKESSON CORP
Shares:
305
Value:
$204.9M
VALERO ENERGY CORP/TX
Shares:
1768(-2.3%)
Value:
$204.9M(-7.7%)
Phillips 66
Shares:
1984
Value:
$204.6M
J M SMUCKER Co
Shares:
1747
Value:
$201.1M
PULTEGROUP INC/MI/
Shares:
2066
Value:
$200.7M
Nuveen S&P 500 BuyWrite Income Fund
Shares:
15035(+0.0%)
Value:
$192.3M(-8.6%)
02072L532
Shares:
10116(+0.0%)
Value:
$183.7M(-16.1%)
56170L695
Shares:
19246(+68.8%)
Value:
$180.1M(+56.1%)
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
Shares:
15066(+0.0%)
Value:
$133.0M(-2.0%)
Empire State Realty OP, L.P.
Shares:
17206(+0.0%)
Value:
$117.0M(-33.2%)