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
CEGConstellation Energy Corp Recent Activity Exited	0%	$216,057 814 shares@ $265.43 avg price	Exited
BLDTopbuild Corp Recent Activity Exited	0%	$201,490 500 shares@ $402.98 avg price	Exited
SCHDSchwab Strategic Tr Recent Activity Exited	0%	$200,114 2,367 shares@ $84.55 avg price	Exited
FSCOFs Credit Opportunities Corp Recent Activity Exited	0%	$69,650 10,815 shares@ $6.45 avg price	Exited