Portfolio (Quarterly)
Guide ↗
Apella Capital, LLC
· CIK 0001801507| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BITO | PROSHARES TR | — | 11,733 | $125K | 0.00% | SOLD |
| 22 | — | ETF OPPORTUNITIES TRUST | — | 10,000 | $117K | 0.00% | SOLD |
| 23 | XLF PUT | SELECT SECTOR SPDR TR | — | 2,200 | $115K | 0.00% | SOLD |
| 24 | XLE CALL | SELECT SECTOR SPDR TR | — | 1,500 | $83K | 0.00% | SOLD |
| 25 | PALL CALL | ABRDN PALLADIUM ETF TRUST | Financial Services | 400 | $57K | 0.00% | SOLD |
| 26 | SLI | STANDARD LITHIUM LTD | Basic Materials | 13,909 | $53K | 0.00% | SOLD |
| 27 | OPTU | OPTIMUM COMMUNICATIONS INC | Communication Services | 13,323 | $22K | — | SOLD |
| 28 | EOSE CALL | EOS ENERGY ENTERPRISES INC | Industrials | 3,000 | $21K | — | SOLD |
Sector Allocation
Technology
30.6%
Financial Services
25.3%
Industrials
9.7%
Healthcare
8.2%
Consumer Cyclical
6.6%
Consumer Defensive
5.1%
Energy
4.6%
Communication Services
4.4%
Utilities
2.8%
Basic Materials
2.0%