by Aptus PM Team | Dec 5, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rotating leaders to strong earnings, 2026 stories and FOMC impact, and the economy and inflation. Hope you have a great weekend!...
by Aptus PM Team | Dec 5, 2025 | Equity Research, Webinar
Watch as James Yahoudy, CFP, Brad Rapking, CFA, and Dave Wagner, CFA, discuss December’s Compounders Trade Rationale. Topics Covered: Buy/Sell Amphenol Corp (APH): What Do They Do? The Decentralized Structure The Fundamentals Where Could the Team Be...
by Aptus PM Team | Dec 3, 2025 | Equity Case Studies, Equity Research
American Tower Corp (AMT) Case Study Amazon.com Inc. (AMZN) Case Study Amphenol Corporation Class A (APH) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy, Inc. (FANG) Case...
by Aptus PM Team | Dec 2, 2025 | Market Updates, Webinar
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: November Recap Rate Outlook EPS Outlook...
by Aptus PM Team | Dec 2, 2025 | Fact Sheets, Most Read
Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles. The HNW models build around ETFs but include a sleeve of 15 equities that we believe can add both compounding and tax harvesting opportunities. Aptus Impact...
