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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
VTVanguard Intl Equity Index F
Recent Activity
Decreased -10.2%
0.16%
$4.115M
35,026 shares@ $117.49 avg price
UALUnited Airls Hldgs Inc
Recent Activity
Decreased -3.84%
0.14%
$3.406M
35,082 shares@ $97.1 avg price
DFAEDimensional Etf Trust
Recent Activity
Decreased -1.8%
0.11%
$2.706M
106,675 shares@ $25.38 avg price
VEEVVeeva Sys Inc
Recent Activity
Decreased -16.86%
0.1%
$2.584M
12,290 shares@ $210.26 avg price
BBAGJ P Morgan Exchange Traded F
Recent Activity
Decreased -21.86%
0.1%
$2.403M
53,178 shares@ $45.19 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.01%
0.09%
$2.214M
9,145 shares@ $242.14 avg price
CMFIshares Tr
Recent Activity
Decreased -9.21%
0.09%
$2.125M
37,105 shares@ $57.29 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -16.79%
0.08%
$1.981M
34,899 shares@ $56.77 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -5.59%
0.08%
$1.976M
18,370 shares@ $107.58 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.08%
0.08%
$1.934M
27,537 shares@ $70.24 avg price