GARRETT NAGLE & CO., INC. Held NMS Stocks and Options Order Routing Public Report Generated on Mon Jan 12 2026 01:46:34 GMT-5 EST 4th Quarter, 2025 Download Report
Quarterly Order Flow Ending Dec-31-25 Read More »
December didn’t develop a Santa Claus rally. The S&P 500, NASDAQ and Russell 2000 finished in the red. The DOW turned in a positive print for the month. Markets finished positively, with double-digit gains, for a third straight year. This has only happened six times since the 1940s. AI enthusiasm drove the 2025 positive market
December 2025 Review – Looking Ahead Read More »
November was an atypical bumpy ride that witnessed the indices go nowhere. The Technology sector retreated, giving back gains from September and October. The market oversold, and the rally began just before the shortened holiday trading week. The NASDAQ composite regained almost three quarters of its pullback. Trading in concentrated holdings from hedge funds distorted
November 2025 Review – Looking Ahead Read More »
October was a relatively quiet month, finishing on the plus side across all four indices. Mid-month saw the markets give back about 3% after hitting new highs. The pullback didn’t last but 3 trading sessions, and then the market promptly resumed its upward climb to new highs. The Gold rush cooled off, seeing outflows of
October 2025 Review – Looking Ahead Read More »
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
Quarterly Order Flow Ending Sep-30-25 Read More »
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.
September 2025 Review – Looking Ahead Read More »
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
Quarterly Order Flow Ending Jun-30-25 Read More »
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
July 2025 Review – Looking Ahead Read More »
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
May 2025 Review – Looking Ahead Read More »
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
April 2025 Review – Looking Ahead Read More »
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.