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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
LLYEli Lilly & Co
Recent Activity
Decreased -0.37%
0.05%
$1.233M
1,598 shares@ $771.86 avg price
ORCLOracle Corp
Recent Activity
Decreased -2.32%
0.05%
$1.069M
6,416 shares@ $166.64 avg price
PCARPaccar Inc
Recent Activity
Decreased -0.18%
0.04%
$827,608
7,956 shares@ $104.03 avg price
DHID R Horton Inc
Recent Activity
Decreased -1.61%
0.04%
$794,515
5,682 shares@ $139.84 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -0.23%
0.04%
$793,364
2,148 shares@ $369.36 avg price
IJSIshares Tr
Recent Activity
Decreased -4.73%
0.03%
$769,936
7,089 shares@ $108.61 avg price
ELVElevance Health Inc
Recent Activity
Decreased -1.34%
0.03%
$704,440
1,910 shares@ $368.82 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -5.74%
0.03%
$694,749
7,799 shares@ $89.09 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -27.46%
0.03%
$633,477
8,376 shares@ $75.64 avg price
TIPIshares Tr
Recent Activity
Decreased -19.59%
0.03%
$627,307
5,887 shares@ $106.56 avg price