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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
VZVerizon Communications Inc
Recent Activity
Decreased -9.46%
0.02%
$500,070
12,505 shares@ $39.99 avg price
EMXCIshares Inc
Recent Activity
Decreased -36.21%
0.02%
$491,729
8,868 shares@ $55.45 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -0.51%
0.02%
$488,734
3,304 shares@ $147.93 avg price
DDominion Energy Inc
Recent Activity
Decreased -2.69%
0.02%
$402,101
7,466 shares@ $53.86 avg price
DRIDarden Restaurants Inc
Recent Activity
Decreased -0.33%
0.02%
$389,649
2,087 shares@ $186.71 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -11.74%
0.02%
$365,062
1,570 shares@ $232.53 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -11.59%
0.02%
$353,636
3,911 shares@ $90.43 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -5.3%
0.02%
$334,450
5,913 shares@ $56.57 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -0.09%
0.02%
$333,005
6,089 shares@ $54.69 avg price
BRBroadridge Finl Solutions In
Recent Activity
Decreased -0.55%
0.02%
$326,022
1,442 shares@ $226.1 avg price