News + Filings Holdings
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Apella Capital, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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BERKSHIRE HATHAWAY INC
| BRK.A | Common | 0 | -2 | 0 | -1,035,620,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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WisdomTree Trust
| SHAG | Common | 0 | -5,301 | 0 | -247,185,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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iSHARES TRUST
| ICF | Common | 0 | -3,797 | 0 | -211,004,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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SPDR S&P International Small Cap ETF
| GWX | common | 0 | -6,830 | 0 | -208,384,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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TRAVELERS COMPANIES, INC.
| TRV | Common | 0 | -1,169 | 0 | -202,986,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHV | Common | 0 | -3,008 | 0 | -201,807,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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SOUTHERN CO
| SO | Common | 0 | -2,847 | 0 | -200,029,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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