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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
WMBWilliams Cos Inc
Recent Activity
New Position
0.01%
$218,898
4,045 shares@ $54.12 avg price
VOEVanguard Index Fds
Recent Activity
New Position
0.01%
$211,110
1,305 shares@ $161.78 avg price
DHSWisdomtree Tr
Recent Activity
New Position
0.01%
$210,565
2,255 shares@ $93.38 avg price
SRESempra
Recent Activity
New Position
0.01%
$210,554
2,400 shares@ $87.74 avg price
BBVABanco Bilbao Vizcaya Argenta
Recent Activity
New Position
0.01%
$176,165
18,124 shares@ $9.72 avg price