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
OXYOccidental Pete Corp Recent Activity New Position	0.02%	$273,072 5,527 shares@ $49.41 avg price	New Position
WBAWalgreens Boots Alliance Inc Recent Activity New Position	0.02%	$268,928 28,824 shares@ $9.34 avg price	New Position
MOFGMidwestone Finl Group Inc Ne Recent Activity New Position	0.02%	$268,370 9,216 shares@ $29.13 avg price	New Position
LOWLowes Cos Inc Recent Activity New Position	0.01%	$253,764 1,028 shares@ $246.86 avg price	New Position
DVYIshares Tr Recent Activity New Position	0.01%	$246,757 1,879 shares@ $131.33 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.01%	$235,030 3,254 shares@ $72.23 avg price	New Position
CCitigroup Inc Recent Activity New Position	0.01%	$229,339 3,258 shares@ $70.4 avg price	New Position
IGIBIshares Tr Recent Activity New Position	0.01%	$228,241 4,431 shares@ $51.52 avg price	New Position
XLESelect Sector Spdr Tr Recent Activity New Position	0.01%	$227,468 2,655 shares@ $85.68 avg price	New Position
RBLXRoblox Corp Recent Activity New Position	0.01%	$224,150 3,874 shares@ $57.87 avg price	New Position