0001801507-21-000003.txt : 20210415
0001801507-21-000003.hdr.sgml : 20210415
20210415091156
ACCESSION NUMBER: 0001801507-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210415
DATE AS OF CHANGE: 20210415
EFFECTIVENESS DATE: 20210415
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Apella Capital, LLC
CENTRAL INDEX KEY: 0001801507
IRS NUMBER: 463614531
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20256
FILM NUMBER: 21827465
BUSINESS ADDRESS:
STREET 1: 151 NATIONAL DRIVE
CITY: GLASTONBURY
STATE: CT
ZIP: 06033
BUSINESS PHONE: 860-785-2260
MAIL ADDRESS:
STREET 1: 151 NATIONAL DRIVE
CITY: GLASTONBURY
STATE: CT
ZIP: 06033
13F-HR
1
primary_doc.xml
13F-HR
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true
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0001801507
XXXXXXXX
03-31-2021
03-31-2021
Apella Capital, LLC
151 NATIONAL DRIVE
GLASTONBURY
CT
06033
13F HOLDINGS REPORT
028-20256
N
Patrick A. Sweeny
Member/Manager
8607342081
Patrick Adam Sweeny
Glastonbury
CT
04-15-2021
0
129
317215
false
INFORMATION TABLE
2
ApellaCapitalLLC_13f.xml
PFIZER INC
COM
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COM
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SOLE
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ESG US STK ETF
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SOLE
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ISHARES TR
SHRT NAT MUN ETF
464288158
5654
52438
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SOLE
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
1107
2793
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SOLE
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0
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GENERAL ELECTRIC CO
COM
369604103
321
24471
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SOLE
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TT WRLD ST ETF
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SOLE
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ISHARES TR
NATIONAL MUN ETF
464288414
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51897
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SOLE
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EVERSOURCE ENERGY
COM
30040W108
298
3436
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SOLE
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ABBOTT LABS
COM
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TIPS BD ETF
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VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
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PEPSICO INC
COM
713448108
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
46138J783
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COM
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FTSE DEV MKT ETF
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AT&T INC
COM
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SPDR SER TR
BLOOMBERG BRCLYS
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MCEWEN MNG INC
COM
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APPLE INC
COM
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ISHARES TR
MSCI USA MIN VOL
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AMAZON COM INC
COM
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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MERCK & CO. INC
COM
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TRANE TECHNOLOGIES PLC
SHS
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MSCI USA QLT FCT
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QUALCOMM INC
COM
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ISHARES TR
ESG AW MSCI EAFE
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BULSHS 2026 CB
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VANGUARD BD INDEX FDS
SHORT TRM BOND
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TEXAS INSTRS INC
COM
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PROCTER AND GAMBLE CO
COM
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ISHARES TR
MSCI ACWI EX US
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EAFE SML CP ETF
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WALMART INC
COM
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INVSCO BLSH 28
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ESG AWR MSCI EM
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INTEL CORP
COM
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SHERWIN WILLIAMS CO
COM
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VANGUARD WORLD FD
ESG INTL STK ETF
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CL A
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SP SMCP600VL ETF
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PARKER-HANNIFIN CORP
COM
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CORE S&P SCP ETF
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MSCI EMERG MRKT
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CISCO SYS INC
COM
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BRISTOL-MYERS SQUIBB CO
COM
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COM
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MSCI EAFE MIN VL
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ALLWRLD EX US
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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INF TECH ETF
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COM
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COM
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RUSSELL 2000 ETF
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COM
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COM
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BULSHS 2024 CB
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GENERAL DYNAMICS CORP
COM
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MSCI EAFE ETF
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EAFE VALUE ETF
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ISHS 1-5YR INVS
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FTSE EMR MKT ETF
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CORE S&P500 ETF
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BULSHS 2025 CB
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SHORT TREAS BD
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MSCI USA MMENTM
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JOHNSON & JOHNSON
COM
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