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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NVIDIA CORP

NVDA|67066G104

90720(+184.7%)

Value:

$10.4B(+142.4%)

92206C409

131783(-3.2%)

Value:

$10.4B(-2.5%)

92206C102

VGSH|92206C102

172685(+35.2%)

Value:

$10.1B(+36.1%)

464287598

IWD|464287598

56372(+642.8%)

Value:

$10.1B(+617.1%)

92206C706

VGIT|92206C706

161356(+4.8%)

Value:

$9.5B(+6.8%)

921910733

ESGV|921910733

99674(+4.2%)

Value:

$9.5B(-5.1%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

17819(+10.2%)

Value:

$9.3B(+26.8%)

46435U549

192080(-1.1%)

Value:

$9.0B(+0.0%)

92203C303

VUSB|92203C303

173826(+3.3%)

Value:

$8.6B(+3.2%)

46436E858

368024(+2267.2%)

Value:

$8.4B(+2275.5%)

464288877

148318(-14.0%)

Value:

$8.3B(-8.3%)

GENERAL DYNAMICS CORP

GD|369550108

28399(+0.3%)

Value:

$7.7B(+3.4%)

46429B689

EFAV|46429B689

100408(-26.0%)

Value:

$7.6B(-20.5%)

025072349

119827(+281.4%)

Value:

$7.4B(+253.0%)

464287804

IJR|464287804

72433(+40.2%)

Value:

$7.1B(+19.9%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

12967(-2.4%)

Value:

$7.1B(-8.6%)

78464A375

214386(+473.6%)

Value:

$7.1B(+477.0%)

AMAZON COM INC

AMZN|023135106

36220(+33.8%)

Value:

$6.9B(+16.6%)

25434V856

166051(+13.5%)

Value:

$6.9B(+16.6%)

25434V716

198694(+35.4%)

Value:

$6.9B(+24.0%)

Instrument	Shares		Other Manager	Value
Nvidia Corp(NVDAcusip67066G104)	90.7K	QoQ +184.70% (+58.9K) YoY +3352.05% (+88.1K)	All Managers (Combined)	$10.4M	QoQ +142.38% (+$6.1M) YoY +362.34% (+$8.1M)
(cusip92206C409)✕	131.8K	QoQ -3.17% (-4.3K) YoY +129.15% (+74.3K)	All Managers (Combined)	$10.4M	QoQ -2.51% (-$266.8K) YoY +133.89% (+$5.9M)
(VGSHcusip92206C102)	172.7K	QoQ +35.18% (+44.9K) YoY +120.82% (+94.5K)	All Managers (Combined)	$10.1M	QoQ +36.06% (+$2.7M) YoY +123.64% (+$5.6M)
(IWDcusip464287598)	56.4K	QoQ +642.81% (+48.8K) YoY +666.54% (+49.0K)	All Managers (Combined)	$10.1M	QoQ +617.09% (+$8.7M) YoY +672.71% (+$8.8M)
(VGITcusip92206C706)	161.4K	QoQ +4.82% (+7.4K) YoY +544.26% (+136.3K)	All Managers (Combined)	$9.5M	QoQ +6.75% (+$603.3K) YoY +556.49% (+$8.1M)
(ESGVcusip921910733)	99.7K	QoQ +4.18% (-4.0K) YoY -4.83% (-5.1K)	All Managers (Combined)	$9.5M	QoQ -5.13% (-$515.1K) YoY -1.39% (-$134.2K)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	17.8K	QoQ +10.19% (+1.6K) YoY +48.20% (+5.8K)	All Managers (Combined)	$9.3M	QoQ +26.76% (+$2.0M) YoY +86.34% (+$4.3M)
(cusip46435U549)✕	192.1K	QoQ -1.14% (-2.2K) YoY +1.21% (+2.3K)	All Managers (Combined)	$9.0M	QoQ +0.04% (-$4.0K) YoY +2.21% (+$195.4K)
(VUSBcusip92203C303)	173.8K	QoQ +3.33% (+5.6K) YoY +793.56% (+154.4K)	All Managers (Combined)	$8.6M	QoQ +3.24% (+$271.0K) YoY +797.01% (+$7.7M)
(cusip46436E858)✕	368.0K	QoQ +2267.17% (+352.5K) YoY NEW(+368.0K)	All Managers (Combined)	$8.4M	QoQ +2275.47% (+$8.1M) YoY NEW(+$8.4M)
(cusip464288877)✕	148.3K	QoQ -14.04% (-24.2K) YoY -30.35% (-64.7K)	All Managers (Combined)	$8.3M	QoQ -8.27% (-$749.0K) YoY -28.57% (-$3.3M)
General Dynamics Corp(GDcusip369550108)	28.4K	QoQ +0.33% (+96) YoY -1.51% (-437)	All Managers (Combined)	$7.7M	QoQ +3.39% (+$253.4K) YoY -7.42% (-$618.1K)
(EFAVcusip46429B689)	100.4K	QoQ -25.97% (-35.2K) YoY -34.35% (-52.5K)	All Managers (Combined)	$7.6M	QoQ -20.51% (-$2.0M) YoY -28.68% (-$3.1M)
(cusip025072349)✕	119.8K	QoQ +281.43% (+88.4K) YoY NEW(+119.8K)	All Managers (Combined)	$7.4M	QoQ +253.04% (+$5.3M) YoY NEW(+$7.4M)
(IJRcusip464287804)	72.4K	QoQ +40.19% (+20.8K) YoY +38.42% (+20.1K)	All Managers (Combined)	$7.1M	QoQ +19.92% (+$1.2M) YoY +25.28% (+$1.4M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	13.0K	QoQ -2.36% (-314) YoY +49.71% (+4.3K)	All Managers (Combined)	$7.1M	QoQ -8.60% (-$669.8K) YoY +58.16% (+$2.6M)
(cusip78464A375)✕	214.4K	QoQ +473.63% (+177.0K) YoY NEW(+214.4K)	All Managers (Combined)	$7.1M	QoQ +476.97% (+$5.8M) YoY NEW(+$7.1M)
Amazon Com Inc(AMZNcusip023135106)	36.2K	QoQ +33.82% (+9.2K) YoY +68.67% (+14.7K)	All Managers (Combined)	$6.9M	QoQ +16.56% (+$983.6K) YoY +73.60% (+$2.9M)
(cusip25434V856)✕	166.1K	QoQ +13.53% (+19.8K) YoY +18.93% (+26.4K)	All Managers (Combined)	$6.9M	QoQ +16.58% (+$982.4K) YoY +19.53% (+$1.1M)
(cusip25434V716)✕	198.7K	QoQ +35.41% (+52.0K) YoY +100.67% (+99.7K)	All Managers (Combined)	$6.9M	QoQ +24.01% (+$1.3M) YoY +105.62% (+$3.5M)