Garrett Nagle & Company

September 2024 and Q3 Review

September closed out Q3 in the black across all four indices. The Small-cap Russell 2000 eked out a positive month after losing ground in August. The Small-cap story has stalled as investors have continued to invest into the Large-cap value and growth categories. Money Market and U.S. Treasury yields have moved lower. Utilities (+7.6%), Consumer …

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June 2024 Review – Looking Ahead

The month of June continued the strong performance in Technology (+11.34%), evidenced by the NASDAQ index for the month, 2nd quarter and YTD. Many of the names are also represented in the S&P 500. Small and mid-cap equities have underperformed YTD. Communication Services (+6.28%) and Consumer Discretionary (+5.26%) were also strong June performers. Utilities (-4.66%) …

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Quarterly Order Flow Ending Sep-30-24

GARRETT NAGLE & CO., INC. Held NMS Stocks and Options Order Routing Public Report Generated on Wed Oct 09 2024 02:24:39 GMT-4 EDT 3rd Quarter, 2024 Download Report

Quarterly Order Flow Ending Jun-30-24

GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Thu Jul 11 2024 08:30:10 GMT-4 EDT 2nd Quarter, 2024 April 2024 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % of Non-Directed Orders Total Marketable …

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Quarterly Order Flow Ending Mar-31-24

Quarterly Order Flow Ending Mar-31-24 GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Wed Apr 10 2024 09:48:28 GMT-4 EDT 1st Quarter, 2024 January 2024 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % …

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First Quarter 2024 Review – Looking Forward

March closed out the first quarter in strong fashion. The Russell 2000 led the month’s positive performance charge, and both the S&P 500 (best Q1 since 2019) and DOW outperformed the NASDAQ. The broadening out of the market continued. The Magnificent 7 traded down for the last week in March in quarter-end rebalancing. Q1 earnings …

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December 2023 Review – Looking Ahead

December continued the upward market momentum begun in November. Exuberance over the possibility of Fed rate cuts carried the catchup/Santa Claus rally trade through to year-end. Small-cap outperformed while the Magnificent 7 continued to trade higher. A remarkable year in the markets, with plenty of ups and downs, highlighted by the concentration of just a …

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Quarterly Order Flow Ending Sep-30-23

Quarterly Order Flow Ending Jun-30-23 GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Tue Jul 11 2023 11:07:47 GMT-4 EDT 2nd Quarter, 2023 April 2023 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % …

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Quarterly Order Flow Ending Jun-30-23

Quarterly Order Flow Ending Jun-30-23 GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Tue Jul 11 2023 11:07:47 GMT-4 EDT 2nd Quarter, 2023 April 2023 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % …

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Quarterly Order Flow Ending Mar-31-23

Quarterly Order Flow Ending Mar-31-23 GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Fri Apr 07 2023 08:57:56 GMT-4 EDT 1st Quarter, 2023 January 2023 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % …

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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.

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