The S&P 500 climbed higher for three weeks in September. A pullback of 1.3%, over four trading days, couldn’t derail the momentum. The month finished by recouping the four-day swoon. The sector performance was mixed, again tilting to a concentration in Technology (+7.21%). Communication Services (+5.53%) and Utilities (+3.98%) round out the top sector gainers. […]
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GARRETT NAGLE & CO., INC. Held NMS Stocks and Options Order Routing Public Report Generated on Tue Oct 14 2025 09:22:27 GMT-4 EDT 3rd Quarter, 2025 Download Report
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GARRETT NAGLE & CO., INC. Held NMS Stocks and Options Order Routing Public Report Generated on Mon Jul 14 2025 08:37:53 GMT-4 EDT 2nd Quarter, 2025 Download Report
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July continued the upward market momentum. The month was carried by the Technology sector. Specifically, the AI companies and those that support. Microsoft and Nvidia carried the load, while META played catchup at the end of the month with an outstanding earnings print. Amazon worked higher into the earnings release and then gave back July’s
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April’s end-of-month momentum carried into and through the month of May. June, thus far, has seen a continuation of the positive momentum. After three consecutive down months, portfolios in May were rewarded with patience in holding on to the long investment theses in individual stocks. Q1 earnings proved to be stronger than anticipated. The S&P
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April turned in a bumpy market ride. Only the NASDAQ index eked out a small percentage gain for the month. The tariff announcement (Liberation Day) by President Trump on April 2nd derailed the market. Technology names, already priced lower in March, fell further with the rest of the market. No sector was left unscathed. By
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GARRETT NAGLE & CO., INC. Held NMS Stocks and Options Order Routing Public Report Generated on Tue Apr 15 2025 10:17:49 GMT-4 EDT 1st Quarter, 2025 Download Report
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The month of March was a bumpy ride. The averages retreated back to summer and fall 2024 levels, continuing the slide that began in February. The Magnificent Seven has been repriced and only Netflix remains positive YTD through Q1. Small-Caps fell off dramatically and remain the worst area to invest with an uncertain investment backdrop.
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February closed out a negative month for stocks across all market indices. On February 19th the S&P 500 hit a new all-time high, while the DOW and the NASDAQ were just shy of theirs. The Russell 2000 was nowhere close to its high but participated on the downside. All four indices retreated from then
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January started off 2025 on a positive note with all indices ending in the black. Investor cash sloshed around, moving out of Large-Cap equities while adding to Small-Caps, especially in Healthcare. The Financial and Consumer Discretionary sectors were also rewarded with investment. Technology was hammered at the end of January as the news of China’s
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Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions. Based in Woburn, Massachusetts, our portfolios are separately managed and customized according to each client’s individual risk tolerance and return objectives. The firm is a Registered Investment Advisor with the SEC.
Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions.