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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.68%
0.03%
$590,339
1,167 shares@ $505.87 avg price
EMREmerson Elec Co
Recent Activity
Decreased -1.28%
0.03%
$581,609
4,693 shares@ $123.94 avg price
VVisa Inc
Recent Activity
Decreased -0.22%
0.03%
$563,134
1,782 shares@ $316.02 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -0.1%
0.03%
$558,485
4,623 shares@ $120.81 avg price
GEGe Aerospace
Recent Activity
Decreased -14.29%
0.03%
$533,998
3,202 shares@ $166.78 avg price
DECKDeckers Outdoor Corp
Recent Activity
Decreased -5.57%
0.03%
$522,957
2,575 shares@ $203.1 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -1.63%
0.03%
$521,628
1,863 shares@ $280.0 avg price
GISGeneral Mls Inc
Recent Activity
Decreased -0.47%
0.02%
$515,998
8,092 shares@ $63.77 avg price
OEFIshares Tr
Recent Activity
Decreased -0.95%
0.02%
$511,304
1,770 shares@ $288.88 avg price
OMFSInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -0.44%
0.02%
$508,220
12,846 shares@ $39.57 avg price