Date: Thursday, September 25, 2025
Opening Recap
Unfiltered Market Commentary
Everyone’s brushing off the implications of Congress’ funding gridlock, but those Treasury yields are flirting with a hell of an inflection point. ETF Daily News noted Farther Finance Advisors’ industrial bets and Diversified Trust Co.’s defensive shifts—if you think that’s small potatoes, think again. This tug-of-war on the curve could upend leveraged strategies faster than you realize.
Consider JPMorgan’s bump in Vistra’s target (hat tip ETF Daily News) alongside Assenagon’s swap of MGM stock for Welltower—two moves that look unrelated but speak to a unified thesis: cash-flow champions over headline-chasing growth. When utilities and healthcare REITs become the stealth picks, you know speculation is stretching too thin.
Here’s the play: lean into fee-driven, dividend-focused names—Vistra and Welltower are your ballast in this jittery market—and trim exposure to names that hinge on the next upbeat headline. If Fed chatter turns hawkish, stocks built on stories instead of stable cash could blow up your returns pretty damn fast.
📈 Breaking Financial News
JPMorgan Chase & Co. Boosts Vistra (NYSE:VST) Price Target to $248.00
Vistra (NYSE:VST – Free Report) had its price objective boosted by JPMorgan Chase & Co. from $227.00 to $248.00 in a research note released on Wednesday morning,Benzinga reports. The brokerage currently has an overweight rating on the stock. Other equities an…
Farther Finance Advisors LLC Has $938,000 Stock Position in Seagate Technology Holdings PLC $STX
Farther Finance Advisors LLC increased its holdings in shares of Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 12.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned …
Farther Finance Advisors LLC Has $1.11 Million Stock Position in KLA Corporation $KLAC
Farther Finance Advisors LLC increased its position in shares of KLA Corporation (NASDAQ:KLAC – Free Report) by 8.1% during the second quarter, Holdings Channel reports. The institutional investor owned 1,238 shares of the semiconductor company’s stock after …
Farther Finance Advisors LLC Has $1.01 Million Holdings in Realty Income Corporation $O
Farther Finance Advisors LLC reduced its position in Realty Income Corporation (NYSE:O – Free Report) by 3.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned …
Farther Finance Advisors LLC Acquires 1,117 Shares of Air Products and Chemicals, Inc. $APD
Farther Finance Advisors LLC increased its holdings in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 45.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institution…
Claim Your Starlink Pre-IPO Prospectus
This is a critical and time-sensitive message. It's regarding Starlink, which is expected to be the largest IPO in history – set to take place in as little as a few weeks. And for the first time ever, we've found a way for you to profit BEFORE the IPO happens. One of the world's top venture capitalists and Silicon Valley insiders has just released all of the details… including a prospectus… in this short message.
🔍 Market Analysis & Insights
Farther Finance Advisors LLC Buys 386 Shares of PACCAR Inc. $PCAR
Farther Finance Advisors LLC increased its stake in PACCAR Inc. (NASDAQ:PCAR – Free Report) by 4.1% during the second quarter, Holdings Channel.com reports. The firm owned 9,820 shares of the company’s stock after purchasing an additional 386 shares during th…
Farther Finance Advisors LLC Buys 1,383 Shares of Tyson Foods, Inc. $TSN
Farther Finance Advisors LLC boosted its stake in shares of Tyson Foods, Inc. (NYSE:TSN – Free Report) by 8.9% in the second quarter, Holdings Channel reports. The firm owned 16,932 shares of the company’s stock after acquiring an additional 1,383 shares duri…
Farther Finance Advisors LLC Raises Stock Holdings in Consolidated Edison Inc $ED
Farther Finance Advisors LLC grew its stake in Consolidated Edison Inc (NYSE:ED – Free Report) by 1.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor own…
Diversified Trust Co Makes New Investment in H&R Block, Inc. $HRB
Diversified Trust Co acquired a new position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 5,582 shares of the company’s stock, valued…
Assenagon Asset Management S.A. Sells 75,859 Shares of MGM Resorts International $MGM
Assenagon Asset Management S.A. cut its stake in MGM Resorts International (NYSE:MGM – Free Report) by 45.0% in the 2nd quarter, Holdings Channel reports. The firm owned 92,898 shares of the company’s stock after selling 75,859 shares during the period. Assen…
What Google Just Did in Utah Will Shock You
Google didn't make a big announcement. Neither did the U.S. government. But it turns out a recent land deal in rural Utah could be the beginning of a $3 trillion shift in America's energy landscape. We sent a former competitive-intelligence analyst to investigate. What he found could point to one of the biggest moneymaking opportunities in decades.
💰 Investment Opportunities
Diversified Trust Co Reduces Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM
Diversified Trust Co reduced its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) by 17.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,752 shares of the com…
Diversified Trust Co Takes $296,000 Position in Unifirst Corporation $UNF
Diversified Trust Co acquired a new stake in Unifirst Corporation (NYSE:UNF – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm acquired 1,572 shares of the textile maker’s stock, valued at approximately $296,000. Several other large inve…
Assenagon Asset Management S.A. Buys 1,690 Shares of Welltower Inc. $WELL
Assenagon Asset Management S.A. increased its stake in Welltower Inc. (NYSE:WELL – Free Report) by 8.0% during the second quarter, Holdings Channel reports. The firm owned 22,754 shares of the real estate investment trust’s stock after acquiring an additional…
Diversified Trust Co Sells 144 Shares of DTE Energy Company $DTE
Diversified Trust Co cut its stake in DTE Energy Company (NYSE:DTE – Free Report) by 5.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,387 shares of the utilities provid…
Diversified Trust Co Grows Stock Position in Tandem Diabetes Care, Inc. $TNDM
Diversified Trust Co boosted its stake in shares of Tandem Diabetes Care, Inc. (NASDAQ:TNDM – Free Report) by 11.8% in the 2nd quarter, Holdings Channel reports. The fund owned 16,348 shares of the medical device company’s stock after buying an additional 1,7…
Could Starlink Be the Key to Winning the Next War? (And How You Can Profit)
The future of warfare is being written in space. Elon Musk's Starlink is changing the game, providing an unbreakable communication network. Is this a strategic advantage – and a lucrative investment opportunity? Find out how to profit.
