Timothy Richards

@Apella Capital, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$2.607B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DESWisdomtree Tr Recent Activity New Position	0.04%	$978,769 28,494 shares@ $34.36 avg price	New Position
MUNIPimco Etf Tr Recent Activity New Position	0.03%	$616,208 11,912 shares@ $51.74 avg price	New Position
BSCUInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.03%	$591,363 36,125 shares@ $16.37 avg price	New Position
DFCADimensional Etf Trust Recent Activity New Position	0.03%	$534,667 10,683 shares@ $50.05 avg price	New Position
DFGPDimensional Etf Trust Recent Activity New Position	0.03%	$529,357 10,020 shares@ $52.84 avg price	New Position
SPHYSpdr Ser Tr Recent Activity New Position	0.02%	$480,642 20,479 shares@ $23.47 avg price	New Position
DLSWisdomtree Tr Recent Activity New Position	0.02%	$359,193 5,706 shares@ $62.96 avg price	New Position
IBTKIshares Tr Recent Activity New Position	0.02%	$354,627 18,477 shares@ $19.2 avg price	New Position
PFFIshares Tr Recent Activity New Position	0.02%	$307,249 9,773 shares@ $31.44 avg price	New Position
IWYIshares Tr Recent Activity New Position	0.02%	$283,030 1,203 shares@ $235.28 avg price	New Position