Apella Capital, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

387 positions
Manager:
SEC
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Page 7 of 20
46435U663
46435U663
Shares:
68366(+9.4%)
Value:
$2.5B(-4.7%)
78464A854
SPLG|78464A854
Shares:
38901(+26.4%)
Value:
$2.5B(+17.2%)
United Airlines Holdings, Inc.
UAL|910047109
Shares:
35077(-0.0%)
Value:
$2.5B(-27.1%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
14462(+23.8%)
Value:
$2.3B(+19.9%)
464288356
464288356
Shares:
42575(+14.7%)
Value:
$2.3B(+10.3%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
3
Value:
$2.3B
85207H104
85207H104
Shares:
96450
Value:
$2.3B
Zoom Communications, Inc.
ZM|98980L101
Shares:
31614(+0.8%)
Value:
$2.3B(-11.3%)
46434G863
46434G863
Shares:
68709(-2.2%)
Value:
$2.3B(-3.3%)
HOME DEPOT, INC.
HD|437076102
Shares:
6225(+9.9%)
Value:
$2.2B(+0.4%)
MCDONALDS CORP
MCD|580135101
Shares:
7199(+23.2%)
Value:
$2.2B(+29.2%)
25434V823
25434V823
Shares:
98200(+13.4%)
Value:
$2.2B(+8.0%)
46436E841
46436E841
Shares:
97116(+509.6%)
Value:
$2.2B(+515.2%)
UNION PACIFIC CORP
UNP|907818108
Shares:
9591(+714.2%)
Value:
$2.1B(+698.4%)
Meta Platforms, Inc.
META|30303M102
Shares:
3560(+40.6%)
Value:
$2.1B(+40.6%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
31011(+12.6%)
Value:
$2.1B(+6.3%)
Alphabet Inc.
GOOGL|02079K305
Shares:
12820(+50.5%)
Value:
$2.0B(+26.2%)
464287655
IWM|464287655
Shares:
10658(+1.7%)
Value:
$2.0B(-12.7%)
464287689
IWV|464287689
Shares:
6432(+0.0%)
Value:
$2.0B(-7.7%)
BILL Holdings, Inc.
BILL|090043100
Shares:
43750(-0.1%)
Value:
$1.9B(-48.1%)