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 | Oct 21, 2025 | Equity Research, Fact Sheets
You may or may not know, but our team manages 3 distinct equity sleeves for use with clients. We see these as a wonderful way to help clients who like owning some individual stocks, giving you a path to integrating ETFs and equities into a single portfolio. Latest...
by David Wagner | Oct 3, 2025 | Equity Research
What Has Been Going on Underneath the Hood of the Portfolio? We’ll be blunt in this first comment; it’s been a very difficult 2025 for the Aptus Compounders strategy. When running and investing in a highly concentrated stock strategy, like this one, there will...
by Aptus PM Team | Jun 24, 2025 | Equity Case Studies, Equity Research
Accenture PLC Class A (ACN) Case Study Alphabet Inc. (GOOGL) Case Study Apple Inc. (AAPL) Case Study Amazon.com Inc. (AMZN) Case Study American Tower Corp (AMT) Case Study Berkshire Hathaway Inc. Class B (BRK.B) Case Study Broadcom Inc. (AVGO) Case Study Broadridge...
by David Wagner | Mar 7, 2025 | Equity Case Studies, Equity Research
Before we highlight one of the Aptus Compounder’s holdings (15-stock, high-conviction strategy – shoot me an email if you have any questions on this unpackaged SMA strategy), let’s touch base on two things today: Given the recent volatility, if you have...
