Portfolio (Quarterly)
Guide ↗
Apella Capital, LLC
· CIK 0001801507| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GPN | GLOBAL PMTS INC | Industrials | 7,046 | $545K | 0.01% | SOLD |
| 2 | — | MIDWESTONE FINL GROUP INC NE | — | 9,216 | $355K | 0.01% | SOLD |
| 3 | FG | F&G ANNUITIES & LIFE INC | Financial Services | 10,551 | $325K | 0.01% | SOLD |
| 4 | PHO | INVESCO EXCHANGE TRADED FD T | — | 3,264 | $230K | 0.01% | SOLD |
| 5 | SILJ | AMPLIFY ETF TR | — | 8,262 | $229K | 0.01% | SOLD |
| 6 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 791 | $224K | 0.00% | SOLD |
| 7 | BLD | TOPBUILD CORP | Industrials | 534 | $223K | 0.00% | SOLD |
| 8 | — | NUVEEN S&P 500 BUY-WRITE INC | — | 15,035 | $221K | 0.00% | SOLD |
| 9 | GOVT | ISHARES TR | — | 9,455 | $218K | 0.00% | SOLD |
| 10 | FDS | FACTSET RESH SYS INC | Financial Services | 729 | $212K | 0.00% | SOLD |
| 11 | IHI | ISHARES TR | — | 3,268 | $203K | 0.00% | SOLD |
Sector Allocation
Technology
28.6%
Financial Services
25.1%
Industrials
9.4%
Communication Services
8.4%
Healthcare
6.9%
Consumer Cyclical
6.7%
Consumer Defensive
5.1%
Energy
4.7%
Utilities
2.7%
Basic Materials
1.9%