by Aptus PM Team | Jun 15, 2026 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to provide equity exposure to a carefully selected group of individual stocks that offer, what we consider to be, attractive prospects through a combination of yield, growth, quality, and...
by Aptus PM Team | Jun 11, 2026 | Equity Case Studies, Equity Research
American Tower Corp (AMT) Case Study Amazon.com Inc. (AMZN) Case Study Amphenol Corporation Class A (APH) Case Study Broadcom Inc. (AVGO) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy, Inc. (FANG) Case Study JPMorgan Chase...
by Aptus PM Team | Jun 1, 2026 | 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, Dave and John Luke spend a few minutes on each of the following: Stocks Following Earnings Higher Yields...
by Aptus PM Team | May 5, 2026 | 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, Dave and John Luke spend a few minutes on each of the following: Inflation Earnings Rates Energy/Oil Hope...
by Aptus PM Team | Apr 6, 2026 | Appearances, Market Updates
In this Q1 2026 recap and look ahead to Q2 2026, the Aptus Investment Team discussed: AI Pros and Cons Macro: Iran, Rates, Tariffs Earnings Outlook Helping Clients Understand For our expanded thoughts on the quarter, check out more resources below. Access Q1 2026...
