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Timothy Richards

@Apella Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$2.607BTotal holdings341
Assets growth rate7.15%Assets growth rate (2-Q avg)7.97%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Apella Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 341 positions.

Assets under management

The assets under management (AUM) of Apella Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.607B in assets, with a quarterly growth rate of 7.15% and a 2-quarter average growth rate of 7.97%. The portfolio is managed by Timothy Richards, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$844,030
39,945 shares@ $21.13 avg price
MMKTTexas Cap Tex Equity Index E
Recent Activity
Exited
0%
$594,483
594,483 shares@ $1.0 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$349,470
14,622 shares@ $23.91 avg price
ACWIIshares Tr
Recent Activity
Exited
0%
$288,683
2,424 shares@ $119.1 avg price
ICFIIcf Intl Inc
Recent Activity
Exited
0%
$270,389
1,643 shares@ $164.58 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$262,233
3,283 shares@ $79.88 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$248,860
3,998 shares@ $62.25 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$235,872
2,025 shares@ $116.48 avg price
CARRCarrier Global Corporation
Recent Activity
Exited
0%
$234,787
2,915 shares@ $80.55 avg price
ERIEErie Indty Co
Recent Activity
Exited
0%
$220,362
407 shares@ $541.43 avg price