Aptus 3 Pointers, August 2026

Aptus 3 Pointers, August 2026

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, Derek, Dave, and John Luke spend a few minutes on each of the following:   August Performance Supportive...
Impact Series HNW Allocations

Impact Series HNW Allocations

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...
Core Stock Sleeve Research

Core Stock Sleeve Research

Advanced Micro Devices (AMD) Case Study Alphabet Inc (GOOGL) Case Study Amazon.com Inc (AMZN) Case Study American Tower Corp (AMT) Case Study Amphenol Corporation Class A (APH) Case Study Apple Inc (AAPL) Case Study AutoZone Inc (AZO) Case Study Berkshire Hathaway Inc...