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Q2 2025 Commentary: The Innovation Imperative In A Time Of Transition
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While we canât control market gyrations and valuations, as active equity portfolio managers we can focus on our anchor of value: earnings.
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Separating Signal From Noise: Strategies For Equity Growth Investors
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Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
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Tony DeSpirito joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective.
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Fidelity Limited Term Bond ETF Q1 2025 Review
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| NVDA | 84.28% | $4.00T | +28.81% | 0.02% |
| AMZN | 83.57% | $2.36T | +13.95% | 0.00% |
| MKSI | 83.21% | $7.18B | -24.17% | 0.83% |
| ETN | 81.82% | $139.94B | +8.76% | 1.11% |
| META | 81.41% | $1.83T | +41.85% | 0.28% |
| COHR | 80.59% | $14.57B | +22.09% | 0.00% |
| LRCX | 78.93% | $129.27B | -4.66% | 2.97% |
| APH | 78.73% | $118.92B | +41.39% | 0.67% |
| AEIS | 78.50% | $5.41B | +26.23% | 0.28% |
| MTSI | 78.39% | $10.21B | +20.20% | 0.00% |
| MSFT | 78.10% | $3.73T | +10.29% | 0.65% |
| ARES | 78.08% | $39.35B | +27.66% | 2.29% |
| JHG | 78.02% | $6.52B | +17.61% | 3.82% |
| BN | 77.99% | $105.41B | +42.26% | 0.54% |
| ENTG | 77.97% | $13.32B | -37.43% | 0.46% |
| MRVL | 77.79% | $63.25B | +1.63% | 0.33% |
| KKR | 77.74% | $127.41B | +31.42% | 0.50% |
| KLAC | 77.57% | $122.80B | +8.87% | 0.73% |
| MPWR | 77.53% | $35.45B | -10.89% | 0.77% |
| AMD | 77.50% | $233.74B | -20.77% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -34.24% | $24.55B | +38.09% | 1.08% |
| ED | -33.37% | $36.42B | +10.51% | 3.36% |
| AWK | -31.29% | $27.82B | +4.74% | 2.18% |
| WTRG | -21.38% | $10.52B | -6.15% | 3.49% |
| DUK | -20.68% | $91.85B | +13.12% | 3.57% |
| JNJ | -19.80% | $379.41B | +5.34% | 3.20% |
| EXC | -19.70% | $44.05B | +23.53% | 3.60% |
| CME | -19.11% | $99.17B | +44.04% | 1.75% |
| MO | -18.91% | $98.62B | +24.36% | 7.00% |
| AEP | -18.83% | $56.65B | +16.73% | 3.49% |
| SO | -18.51% | $102.50B | +16.78% | 3.13% |
| KR | -17.89% | $46.75B | +34.05% | 1.81% |
| AMT | -17.25% | $103.46B | +6.67% | 3.01% |
| MKTX | -15.94% | $8.21B | +2.36% | 1.37% |
| BCE | -15.13% | $22.18B | -25.44% | 10.20% |
| AWR | -14.85% | $2.97B | +0.88% | 2.42% |
| GIS | -13.69% | $27.86B | -18.70% | 5.88% |
| MSEX | -13.67% | $997.80M | -1.54% | 2.41% |
| CWT | -13.42% | $2.76B | -9.22% | 2.52% |
| CMS | -12.19% | $21.10B | +16.29% | 3.01% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BGS | 0.23% | $344.73M | -45.11% | 17.67% |
| FIZZ | 0.23% | $4.21B | -10.24% | 0.00% |
| TSN | 0.40% | $19.08B | -3.94% | 3.65% |
| PM | -0.47% | $281.71B | +72.37% | 3.01% |
| MCK | 0.48% | $89.25B | +24.22% | 0.40% |
| IMDX | -0.50% | $82.65M | -8.25% | 0.00% |
| BMY | 0.67% | $98.74B | +19.07% | 5.15% |
| O | -0.72% | $51.41B | +3.51% | 5.62% |
| SPTN | 0.84% | $898.70M | +41.30% | 3.29% |
| BJ | 1.00% | $14.09B | +17.71% | 0.00% |
| CLX | 1.03% | $15.76B | -5.19% | 3.83% |
| NGG | 1.04% | $69.26B | +12.41% | 4.39% |
| BULL | 1.08% | $6.21B | +14.78% | 0.00% |
| IMNN | -1.21% | $13.21M | -54.55% | 0.00% |
| POR | 1.29% | $4.54B | -7.00% | 4.91% |
| HUSA | -1.52% | $20.99M | -8.33% | 0.00% |
| UNH | 1.64% | $271.70B | -40.62% | 2.85% |
| VHC | 1.65% | $69.05M | +176.10% | 0.00% |
| AGL | -1.68% | $956.23M | -62.44% | 0.00% |
| UUU | -1.76% | $8.22M | +134.65% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| GOVZ | -0.02% | $265.96M | 0.1% | |
| CTA | -0.04% | $1.08B | 0.76% | |
| IBD | 0.07% | $390.98M | 0.43% | |
| SCHZ | 0.08% | $8.54B | 0.03% | |
| AGG | 0.19% | $128.01B | 0.03% | |
| TFI | 0.31% | $3.21B | 0.23% | |
| BND | -0.37% | $130.65B | 0.03% | |
| MMIT | 0.41% | $1.03B | 0.3% | |
| JSI | -0.41% | $878.22M | 0.49% | |
| BSCP | 0.42% | $3.25B | 0.1% | |
| AGGH | -0.42% | $321.29M | 0.29% | |
| SPAB | -0.46% | $8.76B | 0.03% | |
| IAGG | 0.47% | $10.49B | 0.07% | |
| TIPZ | 0.55% | $93.95M | 0.2% | |
| TLT | -0.62% | $46.74B | 0.15% | |
| HTRB | 0.64% | $2.01B | 0.29% | |
| WEAT | -0.71% | $123.28M | 0.28% | |
| AGZD | 0.81% | $98.56M | 0.23% | |
| BKAG | -0.88% | $1.91B | 0% | |
| ICSH | -0.99% | $5.96B | 0.08% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -83.18% | $94.86M | 0.59% | |
| VIXY | -76.78% | $184.73M | 0.85% | |
| BTAL | -75.16% | $315.93M | 1.43% | |
| IVOL | -46.21% | $342.69M | 1.02% | |
| SPTS | -38.42% | $5.77B | 0.03% | |
| FXY | -35.47% | $802.69M | 0.4% | |
| XONE | -34.99% | $628.85M | 0.03% | |
| UTWO | -33.77% | $376.33M | 0.15% | |
| FTSD | -32.83% | $233.11M | 0.25% | |
| VGSH | -32.66% | $22.68B | 0.03% | |
| SCHO | -32.39% | $10.98B | 0.03% | |
| IBTI | -28.47% | $1.06B | 0.07% | |
| IBTG | -28.25% | $1.92B | 0.07% | |
| IBTH | -26.98% | $1.62B | 0.07% | |
| IBTJ | -26.76% | $686.15M | 0.07% | |
| IEI | -24.95% | $15.53B | 0.15% | |
| IBTK | -23.79% | $445.94M | 0.07% | |
| XHLF | -23.42% | $1.73B | 0.03% | |
| VGIT | -21.91% | $31.63B | 0.04% | |
| BILS | -21.74% | $3.80B | 0.1356% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| QGRW | 98.63% | $1.51B | 0.28% | |
| VONG | 98.58% | $29.36B | 0.07% | |
| ILCG | 98.57% | $2.76B | 0.04% | |
| VUG | 98.55% | $175.61B | 0.04% | |
| IWF | 98.48% | $111.47B | 0.19% | |
| SPYG | 98.48% | $37.80B | 0.04% | |
| IUSG | 98.44% | $23.42B | 0.04% | |
| SCHG | 98.44% | $44.39B | 0.04% | |
| IVW | 98.43% | $60.47B | 0.18% | |
| VOOG | 98.40% | $17.98B | 0.07% | |
| MGK | 98.36% | $27.35B | 0.07% | |
| ONEQ | 98.35% | $8.09B | 0.21% | |
| TCHP | 98.35% | $1.40B | 0.57% | |
| JGRO | 98.23% | $6.63B | 0.44% | |
| IGM | 98.22% | $6.73B | 0.41% | |
| IWY | 98.14% | $14.01B | 0.2% | |
| IYW | 98.01% | $21.87B | 0.39% | |
| WINN | 97.83% | $925.15M | 0.57% | |
| QQQ | 97.82% | $353.80B | 0.2% | |
| QQQM | 97.77% | $53.70B | 0.15% |
FBCG - Fidelity Blue Chip Growth ETF contains 181 holdings. The top holdings include NVDA, AAPL, AMZN, MSFT, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 13.85% |
 AAPLApple, Inc. | 9.37% |
 AMZNAmazon.com, Inc. | 9.05% |
 MSFTMicrosoft Corp. | 7.97% |
5.16% | |
 GOOGLAlphabet, Inc. | 4.92% |
 NFLXNetflix, Inc. | 3.51% |
2.29% | |
 AVGOBroadcom Inc. | 2.18% |
1.60% | |
 TSLATesla, Inc. | 1.60% |
1.57% | |
1.24% | |
1.18% | |
1.02% | |
1.00% | |
 SNAPSnap, Inc. | 0.95% |
0.81% | |
0.78% | |
 CVNACarvana Co. | 0.74% |
0.70% | |
0.67% | |
0.66% | |
0.64% | |
 SBUXStarbucks Corp. | 0.64% |
 RBLXRoblox Corp. | 0.56% |
C CRWVCoreWeave, Inc. | 0.54% |
0.53% | |
0.51% | |
0.50% | |
Sector | Weight |
|---|---|
Information Technology | 44.45% |
Consumer Discretionary | 20.15% |
Communication Services | 16.16% |
Health Care | 6.11% |
Financials | 4.67% |
Industrials | 4.40% |
Consumer Staples | 2.05% |
Materials | 1.01% |
Real Estate | 0.58% |
Energy | 0.17% |
