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...
Aptus Monthly Note

Aptus Monthly Note

2026 July 2026: Earnings Tailwinds June 2026: The Human Edge May 2026: Preparation > Prediction April 2026: Macro Interference March 2026: The Productivity Miracle You Need to Capture February 2026: Simple Formulas January 2026: Driving Higher CAGRs 2025 December...
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...