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Apple’s iPhone 17 outpaces predecessor with Sstrong U.S. and China demand

Date: October 20, 2025

Investing.com -- Apple’s iPhone 17 series has outperformed its predecessor by 14% during the first 10 days of availability in the United States and China, according to data released Monday by Counterpoint Research. The base model iPhone 17 has been the primary driver of this growth, with sales up nearly one-third compared to the iPhone 16 base model. Chinese consumers have shown particular enthusiasm for the entry-level device, with unit sales in China nearly doubling compared to last year’s equivalent model. Counterpoint Senior Analyst Mengmeng Zhang attributed the strong performance in China to the base model’s value proposition. "The base model iPhone 17 is very compelling to consumers, offering great value for money," Zhang said, noting that it offers "a better chip, improved display, higher base storage, selfie camera upgrade – all for the same price as last year’s iPhone 16." In the United States, the iPhone 17 Pro Max has emerged as the standout performer through the first two weekends of availability. This trend has been fueled by major carriers increasing maximum subsidies by 10% ($100), reflecting what Counterpoint describes as a strategic shift toward ultra-premium customer segments. "Carriers here are looking to maximize lifetime value by converting strong device subsidies into years of higher monthly service revenue through 24 or 36-month financing contracts," explained Senior Analyst Maurice Klaehne. The new iPhone Air model has also performed slightly better than the iPhone 16 Plus. After questions about its availability in China, Apple has officially announced that pre-orders in the country will begin on October 17. "This is a big milestone for Apple and more broadly for eSIM," said Senior Analyst Ivan Lam, though he noted that the "shorter pre-order period and high price compared to the spec-high and feature-rich base model iPhone 17 means the Air will likely remain niche initially." The data comes from Counterpoint Research’s China and US Q3 2025 Weekly Smartphone Sell-Out Tracker, covering the two markets that make up the bulk of iPhone sales globally. Related articles Apple’s iPhone 17 outpaces predecessor with Sstrong U.S. and China demand Silver: Global Markets Show Signs of a Gold-Like Bullish Run With $44 in Sight These Under-$10 Stocks Are Up 100%+ This Quarter - And Some Still Have Room to Run View Comments

Average UK house asking price rises over £1,000 in October

Date: October 20, 2025

The average price of property coming to market rose by 0.3% or £1,165 this month, hitting £371,422, according to Rightmove (RMV.L). Despite the uptick, that is well below the ten-year October average of a 1.1% rise, with sellers having limited pricing power in a market that remains cautious. The national average asking price is down 0.1% over the past 12 months. However, this figure masks a regional split. The south of England, particularly London, continues to underperform the national average, weighed down by high stamp duty, soft international demand, and a wait-and-see approach among buyers, according to the property site. Prices in the UK capital are down 1.4% year-on-year, with all four southern regions of England recording drops. By contrast, Wales, Scotland, and the Midlands have all posted gains of at least 1%. Higher stamp duty charges introduced in April hit more expensive markets in the south, where sellers are also facing increased competition from a larger pool of available homes, the data suggests. Read more: HSBC hikes mortgage rates as other lenders hold deals "Mortgage rates have plateaued over the last month, with some average rates rising and others falling, as lenders hit the pause button leading up to the budget," said Matt Smith, mortgage expert at Rightmove (RMV.L). "The cost of financing mortgages has come down again, so we’re likely to start seeing some very gradual drops in average rates soon." "However, until the budget at the end of November, we’re likely to see a very quiet market with few shifts in rates, as lenders wait to see how they may be affected by any policy announcements." Smith noted that affordability has improved for many prospective buyers compared to 2024, thanks to flat prices, looser lending criteria, and lower mortgage rates, particularly for two-year fixed-rate deals. Comparisons with the same period in 2024 show a softer market in September. Both new buyer enquiries and new listings were down 5% year-on-year, while sales agreed dropped 2%. However, the broader 2025 picture remains more robust. Year-to-date figures show buyer demand up 2%, with new seller listings and agreed sales both up 5% compared to the same period last year. Rightmove (RMV.L) said pricing strategy remains key in a cautious market. According to the company’s internal data, homes that receive an enquiry on the first day of listing are 22% more likely to sell than those that receive no enquiries in the first two weeks. "Despite the overall resilience of the 2025 housing market, we’ve not got enough pent-up momentum or recent positive sentiment to spur the usual autumn bounce in property prices," said Colleen Babcock, property expert at Rightmove. Story Continues "We’re experiencing a decade-high level of property choice for buyers, which means that sellers who are serious about selling have had to acknowledge their limited pricing power and moderate their price expectations." Read more: Mortgage demand unlikely to rise this year amid low interest rate cut expectations "In addition, speculation that the budget may increase the cost of buying or owning a property at the higher end of the market has given some movers, particularly in the south of England, a reason to wait and see what’s announced in the budget." In the capital, buyer hesitancy is most pronounced, particularly among international purchasers. "Whilst there is certainly plenty of initial interest in London, we’re not seeing as many buyers committing, particularly when it comes to international enquiries," said Marc von Grundherr, director at London estate agency Benham and Reeves. "Mortgage rates have been largely trending downwards since the base rate began to stabilise and fall, but stubbornly high inflation continues to delay the pace of cuts that many had hoped for by now. This has left some buyers in a holding pattern, waiting for clearer signs of sustained affordability before committing." "A great deal of the current hesitation can also be attributed to the upcoming autumn budget, with many buyers preferring to wait for clarity on taxation and wider economic policy before acting. Once this uncertainty has passed, we expect the market to gather pace."The average price of property in the UK has hit £371,422, according to Rightmove.·Karl Hendon via Getty Images Recent weeks have brought signs that housing will feature in the upcoming budget. Both the government and the Conservative Party have suggested possible reforms to the home-buying and selling process. "It’s encouraging that housing continues to be a political priority with some radical changes being suggested," said Babcock. "We’re all for policies which would speed up the home buying and selling process and make it easier for all involved." "Rightmove has been calling for stamp duty reform for some time now, and we believe that abolishing it completely would remove one of the biggest barriers to movement. We hope the government considers how they could improve it in November’s budget. Increasing the thresholds would be a help, but going further would be a huge step forward." Chancellor Rachel Reeves will deliver her autumn statement on November 26. Read more: Bank of England chief economist cautions against cutting interest rates 'too fast' Reeves launches 'one-stop shop' to fast-track investment in the UK UK economy grows slightly as Reeves faces tough calls in autumn budget Download the Yahoo Finance app, available for Apple and Android. View Comments

How to protect your finances amid chaotic market changes

Date: October 20, 2025

Doom-mongers are doing a roaring trade. Earlier this month, the Bank of England and the International Monetary Fund both warned about sky-high valuations of tech companies and drew parallels to the dot com bubble. Even OpenAI’s Sam Altman recognised some parts of AI were "kind of bubbly" – although he says OpenAI isn’t one of them. You can tell some investors are concerned because of the way the gold price has soared – which tends to be considered a relative ‘safe haven’ at times like this – so you may well be wondering what to do about it. Before anyone gets carried away, it’s important to recognise that while valuations look stretched for tech companies, that’s not necessarily the case elsewhere in the market. So, while there may be a correction to come, there’s no absolute guarantee it will take hold of the wider marker. However, this kind of talk can be worrying, so it’s worth having an action plan. The key is not to panic. If you’re an investor, it’s sensible to revisit your portfolio, so you know exactly what you hold and whether it suits your needs. If you’re happy with your choices over the long term, often the most sensible answer is to do nothing. Read more: 12 taxes you may not hear about in the budget – and what you can do about them The value of your investments will rise and fall, and in some cases, they will do so very quickly, which is unsettling. However, timing the market is notoriously difficult. It’s why the most sensible approach is to aim for spending more time in the markets – holding the right assets and remaining invested for five to 10 years or more. That will give you time to ride out the short-term ups and downs and take advantage of long-term growth. Unfortunately, the doomsayers haven’t stopped with the markets. They’re pointing out that it’s just one of several things threatening our finances. That long list includes a weakening jobs market, falling consumer confidence, inflation above the Bank of England target, a sluggish property market and worries about what the budget might hold. It’s a list that’s pretty hard to ignore.Although it's important not to get carried away, given the uncertainties ahead, it’s worth considering your safety nets.·Morsa Images via Getty Images It's important not to get carried away though. While it may feel like things are moving in the wrong direction, measures such as inflation and unemployment are relatively low by historic standards, and interest rates have fallen. However, given the uncertainties ahead, it’s worth considering your safety nets. For many people, emergency savings are the backbone of their financial resilience. While you’re working age, you should work towards having enough cash to cover three to six months’ worth of essential spending. If this leaves you with a long way to go, don’t be disheartened, because anything is better than nothing. Story Continues At the same time, consider your short-term expensive debts. You should be paying these down as much as possible so that in harder times, you’re not dragged down by interest payments. Read more: 5 reasons why we spend more in the afternoon – and how to keep it under control If you never seem to have the money for either of these things by the end of the month, it’s worth drawing up a monthly budget, to help find the costs you can cut. These are both priorities, but there’s one word of caution here. Some people either never get rid of these debts, or never feel they have enough savings. You can’t afford to use this as an excuse not to build for the future. It makes sense to put these things first, but it’s also a good idea to be building for the longer term through things such as pensions at the same time. If you’re worried about the future, having a plan to protect yourself can take a weight off your mind. If the doom-mongers are right, you have a safety net, and if all this talk comes to nothing in the end, you’ll still be in a better position to tackle whatever comes next. Sarah Coles is a personal finance analyst at Hargreaves Lansdown and co-presents Switch Your Money On podcast. Read more: How Instagram affects our spending Why taxes will rise after the budget, and how to protect yourself Rising pension age hits women hardest Download the Yahoo Finance app, available for Apple andAndroid. View Comments

iPhone 17 outsells predecessor by 14% in early China, US sales, research firm says

Date: October 20, 2025

BEIJING (Reuters) -Apple's (AAPL) iPhone 17 series outperformed its predecessor in early sales in China and the United States, research firm Counterpoint said on Monday. The newer models outsold the iPhone 16 series by 14% during their first 10 days of availability in the two countries, Counterpoint said in a report. NasdaqGS - Nasdaq Real Time Price•USD (AAPL) Follow View Quote Details 252.29 +4.84 +(1.96%) At close: October 17 at 4:00:01 PM EDT Advanced Chart Sales of the base model iPhone 17 nearly doubled in China compared to the iPhone 16 during the same period, it added, with sales of the model rising 31% across the two markets. “The base model iPhone 17 is very compelling to consumers, offering great value for money,” Senior Analyst Mengmeng Zhang said in the report. "A better chip, improved display, higher base storage, selfie camera upgrade – all for the same price as last year's iPhone 16." Apple launched the iPhone 17 series globally, including in China, in September. (Reporting by Liam Mo and Brenda Goh; Editing by Kate Mayberry) View Comments

2 Dividend Stocks to Double Up on Right Now

Date: October 20, 2025

Dividend stocks aren't in high demand now that investments like CDs are paying fatter yields than most top dividend performers. You can still get no-risk yields of over 4% with bank-issued CDs, after all, which is more than twice the current yield on the S&P 500 index. Ironically, that situation might set investors up for some excellent long-term returns if they focus on buying these two dividend stocks while Wall Street is looking elsewhere for gains. You'll likely have heard of these companies before and might even have them in your portfolio. Yet here are some good reasons to consider boosting your positions in Costco Wholesale(NASDAQ: COST) and Apple(NASDAQ: AAPL). Costco's cash flow Wall Street is giddy about several factors that could push Costco shares higher in 2025. The latest customer traffic surge is proof that the retailer remains popular with its members in this inflationary environment. Comparable-store sales were up 9% through early October. Costco is seeing higher demand for discretionary products, which bodes well for gross profit margin. And don't discount the recent hike in membership fees that's working its way through the subscriber base right now. But the best reason to like Costco stock might be the least familiar among investors. The chain's annual cash flow has risen to $12 billion, meaning it can easily fund its growth initiatives while leaving plenty of excess cash for shareholders. Dividend investors might not be thrilled that Costco's dividends arrive in sporadic one-time sums. But if you can stomach unpredictable income payments, then this stock offers a great balance between growth and dividends. Apple's product refresh Apple is set to announce its fiscal fourth-quarter results in late October, but investors don't have to wait until then to own a bit more of this financial juggernaut. Three months ago, Apple announced that net sales declined slightly through the first nine months of the year, mainly because of sluggish demand in the core iPhone business. Most Wall Street analysts are expecting a dramatic shift in the fourth quarter as the iPhone 16 lineup helps revenue rise 13% to $94 billion. The company's profit margins were already improving during this contractionary period, which means shareholders might see surging earnings once sales trends pick up again into 2025. The soaring services business is another factor driving profitability toward new highs. AAPL gross profit margin, data by YCharts. Apple's dividend yield is relatively low at 0.4%. Most of its earnings are headed toward high-return investments, after all, including the spending on research and development that helps keep the company on top of the consumer tech industry. Another knock against this dividend stock is the fact that it is trading near an all-time high, which raises the risk that you'll overpay for shares. Yet Apple checks nearly all of the boxes that an investor might want from a long-term holding. Customer loyalty rates are fantastic, profit margins are unusually high, and cash flow has been expanding toward a record $120 billion per year. Paying a bit more for that kind of business makes sense if you're the type of income investor who doesn't mind patiently waiting while the combination of dividend growth plus stock buybacks produces higher yields in the years to come. It's worth remembering that you likely have lots of exposure to Apple stock, even if you don't own many shares. The company accounts for a huge proportion of the wider market's earnings, which makes it a big part of many index and mutual funds. As long as you're aware of this exposure, you can consider amplifying your portfolio returns by investing a bit more in Apple right now. Should you invest $1,000 in Costco Wholesale right now? Before you buy stock in Costco Wholesale, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Costco Wholesale wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $845,679!* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. TheStock Advisorservice has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of October 14, 2024 Demitri Kalogeropoulos has positions in Apple and Costco Wholesale. The Motley Fool has positions in and recommends Apple and Costco Wholesale. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

J.L. Bainbridge Buys $45 Million in Eli Lilly Stock Despite Price-Pressure Fears

Date: October 20, 2025

Key Points J. L. Bainbridge & Co. bought 61,258 shares of Eli Lilly and Company for an estimated $45.6 million in the third quarter. Post-transaction, the wealth advisory reported owning 61,782 shares of Eli Lilly valued at about $47.1 million. The overall stake now represents 3.9% of fund assets as of September 30, placing it outside the fund’s top five holdings.These 10 stocks could mint the next wave of millionaires › Florida-based wealth advisory J. L. Bainbridge disclosed a purchase of Eli Lilly and Company valued at approximately $45.6 million for the quarter ended September 30, according to an SEC filing released on Friday. What Happened J. L. Bainbridge & Co. Inc. significantly increased its stake in Eli Lilly and Company(NYSE:LLY), acquiring 61,258 additional shares during the quarter. The estimated value of the purchase was $45.6 million based on the average closing price for the quarter. The position was reported in the firm’s quarterly Form 13-F filing with the Securities and Exchange Commission on Friday. What Else to Know This buy brings the position to 3.9% of J. L. Bainbridge & Co. Inc.’s 13F reportable assets. Top holdings after the filing: NASDAQ:MSFT: $164.85 million (13.9% of AUM)NASDAQ:AAPL: $122.68 million (10.4% of AUM)NASDAQ:GOOGL: $116.65 million (9.9% of AUM)NYSE:GS: $71.43 million (6% of AUM)NYSE:ETN: $59.86 million (5.1% of AUM) As of Friday's market close, shares of Eli Lilly and Company were priced at $802.83, down 11% over the past year and far underperforming the S&P 500's nearly 14% gain over the same period. Company Overview MetricValuePrice (as of market close Friday)$802.83Market Capitalization$759.8 billionRevenue (TTM)$53.3 billionNet Income (TTM)$13.8 billion Company Snapshot Eli Lilly offers a broad portfolio of pharmaceuticals for diabetes, oncology, immunology, neuroscience, and other therapeutic areas, with leading products including Humalog, Trulicity, Jardiance, Verzenio, and Taltz.The company generates revenue primarily through the discovery, development, manufacturing, and global sale of branded prescription drugs, leveraging both proprietary research and strategic collaborations.It provides pharmaceuticals for chronic and complex diseases worldwide. Eli Lilly and Company is a global pharmaceutical leader that maintains a diversified portfolio of innovative therapies for high-burden diseases. Its scale, established brands, and strategic partnerships provide competitive advantages in the rapidly evolving healthcare sector. Foolish Take Florida-based J.L. Bainbridge & Co. boosted its exposure to Eli Lilly last quarter, purchasing roughly $45.6 million worth of shares even as the stock has endured a difficult stretch. Shares are down 11% over the past year, pressured by valuation concerns and, most recently, political commentary on potential weight-loss drug price cuts. The decline followed remarks by President Donald Trump, who suggested GLP-1 treatments like Lilly’s Mounjaro and Zepbound could face price reductions—a move that briefly sent shares tumbling more than 4% on Friday. Despite near-term volatility, Bainbridge’s purchase reflects long-term conviction in Lilly’s fundamentals. The pharmaceutical giant remains a dominant player in metabolic and diabetes care, with GLP-1 demand still far outpacing supply. Analysts at BMO Capital Markets called the recent selloff “overdone,” noting that most insured Americans already pay modest out-of-pocket costs for these drugs. For Bainbridge, whose portfolio is anchored by Microsoft, Apple, and Alphabet, the addition of Lilly underscores a strategy centered on durable growth and innovation-led healthcare exposure. Long-term investors may see current weakness as a potential entry point into one of the most profitable franchises in global pharmaceuticals. Glossary Form 13-F: A quarterly SEC filing by institutional investment managers disclosing their equity holdings. AUM (Assets Under Management): The total market value of investments managed on behalf of clients by a fund or firm. Reportable AUM: Portion of a fund’s assets that must be disclosed in regulatory filings, such as the Form 13-F. Top holdings: The largest investments in a fund, ranked by their value as a percentage of total assets. Trailing twelve months (TTM): The 12-month period ending with the most recent quarterly report. Stake: The ownership interest or position an investor holds in a company, usually measured in shares or percentage. Strategic collaborations: Partnerships between companies to jointly develop, market, or distribute products or services. Pharmaceutical portfolio: The collection of drugs and therapies a company develops, manufactures, and sells. Underperforming: Delivering a lower return or performance compared to a benchmark or peer group. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 1,055%* — a market-crushing outperformance compared to 189% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you joinStock Advisor. See the stocks » *Stock Advisor returns as of October 13, 2025 The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

J.L. Bainbridge Exits Most of Biogen Stake as Biotech Stock Eyes Turnaround

Date: October 20, 2025

Key Points Florida-based J. L. Bainbridge sold 119,376 shares of Biogen for an estimated $16.1 million in the third quarter. After the transaction, J. L. Bainbridge reported holding just 2,969 shares of Biogen valued at $415,898 as of September 30. The position previously accounted for about 1.4% of fund assets, but it now represents just 0.03% of AUM.These 10 stocks could mint the next wave of millionaires › Florida-based wealth advisory J. L. Bainbridge & Co. sold 119,376 shares of Biogen(NASDAQ:BIIB) during the third quarter for an estimated $16.1 million. What Happened In a quarterly disclosure filed with the Securities and Exchange Commission on Friday, J. L. Bainbridge & Co. Inc. reported selling 119,376 shares of Biogen (NASDAQ:BIIB) during the third quarter. The estimated value of the shares sold was $16.1 million, based on the average closing price for the period. The fund now holds just 2,969 shares of Biogen valued at $415,898 as of September 30. What Else to Know The sale reduced Biogen to 0.03% of reported U.S. equity assets under management as of September 30. Top holdings after the filing: NASDAQ:MSFT: $164.85 million (13.9% of AUM)NASDAQ:AAPL: $122.68 million (10.4% of AUM)NASDAQ:GOOGL: $116.65 million (9.9% of AUM)NYSE:GS: $71.43 million (6% of AUM)NYSE:ETN: $59.86 million (5.1% of AUM) As of Friday's market close, shares of Biogen were priced at $143, down 23% over the past year. Company Overview MetricValuePrice (as of market close on Friday)$143.00Market Capitalization$21 billionRevenue (TTM)$10 billionNet Income (TTM)$1.5 billion Company Snapshot Biogen's portfolio includes therapies for neurological and neurodegenerative diseases, such as multiple sclerosis, spinal muscular atrophy, Alzheimer's disease, and biosimilars targeting autoimmune disorders.The company generates revenue through the discovery, development, manufacturing, and commercialization of branded pharmaceuticals and biosimilars, with a focus on specialty and rare disease markets.Biogen serves a global customer base, including healthcare providers, hospitals, and specialty pharmacies treating patients with neurological and rare diseases. Biogen specializes in therapies for complex neurological and neurodegenerative conditions. With a diversified product suite and a robust pipeline, Biogen leverages scientific innovation and strategic collaborations to maintain its position in high-need therapeutic areas. Foolish Take Florida-based J.L. Bainbridge & Co. dramatically scaled back its Biogen holdings last quarter, selling nearly its entire position for roughly $16 million. The firm, known for its long-term focus and balanced growth strategy, now holds only about $416,000 worth of Biogen stock—just 0.03% of its reportable U.S. equity assets. The timing aligns with Biogen’s mixed performance over the past year. Shares are down 23%, despite a strong second-quarter report showing 7% year-over-year revenue growth to $2.6 billion and raised full-year guidance. The company highlighted sequential growth in Alzheimer’s therapy LEQEMBI, rare-disease drug SKYCLARYS, and postpartum-depression treatment ZURZUVAE, with CEO Christopher Viehbacher calling it “another quarter of strong execution” as Biogen reshapes its portfolio for sustainable growth. Still, the stock has struggled amid investor skepticism fueled by declining sales. Bainbridge’s near-exit follows other portfolio adjustments—such as trims to Delta Air Lines—as the firm concentrates its holdings in proven large-cap growth names like Microsoft, Apple, and Alphabet. For long-term investors, Biogen’s upcoming October 30 earnings will be a key moment to gauge whether its new drug launches can meaningfully offset the erosion of its older franchises. Glossary AUM (Assets Under Management): The total market value of assets a fund or investment manager oversees on behalf of clients. Quarterly disclosure: A report filed every three months detailing a fund's holdings, transactions, and other relevant financial information. Post-trade stake: The number of shares or percentage of ownership remaining after a buy or sell transaction. Top holdings: The largest investments in a fund's portfolio, usually ranked by market value or portfolio percentage. Biosimilars: Biologic medical products highly similar to already approved reference drugs, used to treat various diseases. Specialty and rare disease markets: Healthcare sectors focused on developing treatments for uncommon or complex medical conditions. Pipeline: The portfolio of drugs or products a company is developing, from early research to late-stage clinical trials. Strategic collaborations: Partnerships between companies to jointly develop, market, or distribute products or technologies. TTM: The 12-month period ending with the most recent quarterly report. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 1,055%* — a market-crushing outperformance compared to 189% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you joinStock Advisor. See the stocks » *Stock Advisor returns as of October 13, 2025 Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, Goldman Sachs Group, and Microsoft. The Motley Fool recommends Biogen and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Wealth Advisory Sells $15 Million in Delta Stock as Airline Lags Market Rally

Date: October 20, 2025

Key Points J. L. Bainbridge & Co. Inc. sold 258,492 shares of Delta Air Lines for an estimated $14.8 million in the third quarter. Post-trade position, the wealth advisory reported holding 509,256 Delta shares valued at $28.9 million. Delta now comprises 2.4% of fund AUM, which places it outside the fund's top five holdings.These 10 stocks could mint the next wave of millionaires › Florida-based wealth advisory J. L. Bainbridge & Co. Inc. reported a sale of 258,492 Delta Air Lines shares for an estimated $14.8 million in the third quarter. What Happened According to a filing with the U.S. Securities and Exchange Commission released on Friday, J. L. Bainbridge & Co. reduced its stake in Delta Air Lines(NYSE:DAL) by 258,492 shares in the third quarter. The estimated transaction value, based on the average closing price in the quarter, was approximately $14.8 million. Following the trade, the fund held 509,256 shares of Delta Air Lines. What Else to Know The sale reduced Delta Air Lines to 2.4% of the fund’s 13F reportable assets under management. Top holdings after the filing: NASDAQ:MSFT: $164.85 million (13.9% of AUM) NASDAQ:AAPL: $122.68 million (10.4% of AUM)NASDAQ:GOOGL: $116.65 million (9.9% of AUM) NYSE:GS: $71.43 million (6% of AUM)NYSE:ETN: $59.86 million (5.1% of AUM) As of Friday, shares of Delta Air Lines were priced at $59.64, up 8% over the past year and well underperforming the S&P 500's nearly 14% gain in the same period. Company Overview MetricValueRevenue (TTM)$61.9 billionNet Income (TTM)$4.5 billionDividend Yield1.3%Price (as of market close Friday)$59.64 Company Snapshot Delta provides scheduled air transportation for passengers and cargo, aircraft maintenance and engineering services, and vacation packages; operates a fleet of approximately 1,200 aircraft.The airline generates revenue primarily from passenger ticket sales, cargo transport, and ancillary services through both direct and third-party distribution channels.It serves individual travelers, corporate clients, and cargo customers across domestic U.S. and major international markets. Delta Air Lines, Inc. is a leading global airline with a diversified network of domestic and international routes, anchored by major hub operations in the United States and strategic international markets. Its competitive position is strengthened by its broad service offering. Foolish Take Florida-based J.L. Bainbridge & Co., a family-focused wealth advisor with a long-term growth strategy and fee-only fiduciary approach, trimmed its Delta Air Lines stake last quarter, selling roughly $14.8 million worth of shares. The move lowered Delta to about 2.4% of Bainbridge’s portfolio but kept it among the firm’s meaningful positions, reflecting a modest recalibration rather than a shift in conviction. Delta’s stock has gained about 8% over the past year, trailing the S&P 500’s 14% rise amid mixed airline sector performance. The company’s steady post-pandemic recovery has been supported by resilient demand and record quarterly operating revenue, but persistent cost pressures and volatile fuel prices have kept margins under scrutiny. Competitors American, Southwest, and United are down 9%, up 10%, and up 34% over the same period, respectively. For a firm like J.L. Bainbridge, which manages more than $1 billion AUM for families and long-term investors, this type of trim aligns with its stated focus on financially resilient, well-managed companies while maintaining balance across growth sectors. With core holdings such as Microsoft, Apple, and Alphabet still dominating its portfolio, the Delta reduction fits a pattern of portfolio discipline—locking in gains where valuations have recovered and reinforcing a steady, diversified base for the next market cycle. Glossary 13F reportable assets: Assets that institutional investment managers must disclose quarterly to the SEC if above a certain threshold. Assets under management (AUM): The total market value of investments managed on behalf of clients by a fund or firm. Stake: The ownership interest or investment held in a particular company by an individual or institution. Top holdings: The largest investments in a fund's portfolio, typically ranked by market value. Dividend yield: The annual dividend payment expressed as a percentage of a stock's current price. Ancillary services: Additional services provided by a company beyond its main offerings, such as baggage fees or in-flight sales for airlines. Direct and third-party distribution channels: Ways products or services are sold—either directly to customers or through intermediaries. Hub operations: Central airports used by airlines as transfer points to route passengers to their destinations. TTM: The 12-month period ending with the most recent quarterly report. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 1,055%* — a market-crushing outperformance compared to 189% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you joinStock Advisor. See the stocks » *Stock Advisor returns as of October 13, 2025 Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, Goldman Sachs Group, and Microsoft. The Motley Fool recommends Delta Air Lines and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Meet the Only Vanguard ETF That Has Turned $10,000 Into $82,000 Since 2015

Date: October 19, 2025

Key Points The Vanguard Information Technology ETF has been the fund company's best-performing ETF over the past decade. The ETF's performance will depend on its top three holdings, which make up a large portion of the fund. Investing $10,000 in the ETF resulted in a great return, but dollar-cost averaging would have been superior. 10 stocks we like better than Vanguard Information Technology ETF › It doesn't take a fancy artificial intelligence (AI) chatbot to figure out which sector has been leading the stock market higher over the past decade. Technology stocks have led virtually every major leg higher, and today, many of these leading tech companies are among the largest in the world. As such, it probably shouldn't come as too much of a surprise that Vanguard's best-performing exchange-traded fund (ETF) over the past decade is its technology sector-focused ETF: the Vanguard Information Technology ETF(NYSEMKT: VGT). If you invested $10,000 into the ETF 10 years ago and just let it sit, you'd have more than $82,000 today. Vanguard's tech titan Like most of Vanguard's ETFs, the Vanguard Information Technology ETF is an index fund and is not actively managed. It tracks the MSCI US Investable Market Information Technology 25/50 Index. The 25 refers to the rule that no single holding can represent more than a 25% weighting in the index, while the 50 refers to the rule that the weights of all stocks that are more than 5% holdings cannot account for more than 50% of the index. Although these guardrails aim to diversify the index to some degree, the Vanguard Information Technology ETF is still one of the most top-heavy ETFs out there. The ETF holds over 300 tech stocks, but its three largest positions, consisting of Nvidia(NASDAQ: NVDA), Apple(NASDAQ: AAPL), and Microsoft, make up nearly 44% of its portfolio. No other holding accounts for more than a 5% position, with Broadcom its fourth-largest holding with a 4.5% weighting. Nevertheless, the biggest investments in the ETF have directly influenced how well it has performed over the last ten years. Nvidia now accounts for over 17% of the portfolio, as the stock has gained more than 25,000% over the past decade. That's not a typo. Apple, meanwhile, is up over 700% during that stretch, and Microsoft more than 850%. Broadcom hasn't been too shabby, either, up more than 2,600%. The Vanguard Information Technology ETF's construction, which allows its top holding to continually get larger (within reason), is one of the biggest reasons behind its performance, generating an average annual return of 23.5% over the past 10 years, which not only crushes the 15.3% return of the S&P 500 over the same period, but also any other Vanguard ETF. The next best performing Vanguard fund is the Vanguard Mega Cap Growth ETF(NYSEMKT: MGK), with an average yearly return of 18.9% over the last ten years. Story Continues Image source: Getty Images. Is the ETF still a buy? Where the ETF goes from here is largely going to be dependent on the stock performance of its top holdings. Nvidia looks like it still has massive growth in front of it, as its graphics processing units (GPUs) are the backbone of the AI infrastructure buildout. Microsoft, meanwhile, has been clicking on all cylinders, as AI is driving both its cloud computing and enterprise software businesses. Apple's AI efforts are somewhat behind the curve, but the company has a massive, affluent customer base it can better leverage to monetize better with AI. Given the Vanguard Information Technology ETF's heavy concentration around a few stocks, it wouldn't be the only ETF I'd own. However, with AI looking like it is in the early innings, it is certainly one to hold on to. The key with ETF investing, though, remains dollar-cost averaging. While putting $10,000 into the ETF and just letting it sit would have given you a pretty nice return, if you consistently dollar cost-averaged into the fund, you'd be even better off. For example, if you invested an additional $1,000 each month during that same 10-year stretch, you'd now have around $491,000 in your account. That's how you build real, long-term wealth. Should you invest $1,000 in Vanguard Information Technology ETF right now? Before you buy stock in Vanguard Information Technology ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vanguard Information Technology ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $646,805!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,123,113!* Now, it’s worth noting Stock Advisor’s total average return is 1,055% — a market-crushing outperformance compared to 189% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of October 13, 2025 Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Meet the Only Vanguard ETF That Has Turned $10,000 Into $82,000 Since 2015 was originally published by The Motley Fool View Comments

Meet the Only Vanguard ETF That Has Turned $10,000 Into $82,000 Since 2015

Date: October 19, 2025

Key Points The Vanguard Information Technology ETF has been the fund company's best-performing ETF over the past decade. The ETF's performance will depend on its top three holdings, which make up a large portion of the fund. Investing $10,000 in the ETF resulted in a great return, but dollar-cost averaging would have been superior. 10 stocks we like better than Vanguard Information Technology ETF › It doesn't take a fancy artificial intelligence (AI) chatbot to figure out which sector has been leading the stock market higher over the past decade. Technology stocks have led virtually every major leg higher, and today, many of these leading tech companies are among the largest in the world. As such, it probably shouldn't come as too much of a surprise that Vanguard's best-performing exchange-traded fund (ETF) over the past decade is its technology sector-focused ETF: the Vanguard Information Technology ETF(NYSEMKT: VGT). If you invested $10,000 into the ETF 10 years ago and just let it sit, you'd have more than $82,000 today. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Vanguard's tech titan Like most of Vanguard's ETFs, the Vanguard Information Technology ETF is an index fund and is not actively managed. It tracks the MSCI US Investable Market Information Technology 25/50 Index. The 25 refers to the rule that no single holding can represent more than a 25% weighting in the index, while the 50 refers to the rule that the weights of all stocks that are more than 5% holdings cannot account for more than 50% of the index. Although these guardrails aim to diversify the index to some degree, the Vanguard Information Technology ETF is still one of the most top-heavy ETFs out there. The ETF holds over 300 tech stocks, but its three largest positions, consisting of Nvidia(NASDAQ: NVDA), Apple(NASDAQ: AAPL), and Microsoft, make up nearly 44% of its portfolio. No other holding accounts for more than a 5% position, with Broadcom its fourth-largest holding with a 4.5% weighting. Nevertheless, the biggest investments in the ETF have directly influenced how well it has performed over the last ten years. Nvidia now accounts for over 17% of the portfolio, as the stock has gained more than 25,000% over the past decade. That's not a typo. Apple, meanwhile, is up over 700% during that stretch, and Microsoft more than 850%. Broadcom hasn't been too shabby, either, up more than 2,600%. The Vanguard Information Technology ETF's construction, which allows its top holding to continually get larger (within reason), is one of the biggest reasons behind its performance, generating an average annual return of 23.5% over the past 10 years, which not only crushes the 15.3% return of the S&P 500 over the same period, but also any other Vanguard ETF. The next best performing Vanguard fund is the Vanguard Mega Cap Growth ETF(NYSEMKT: MGK), with an average yearly return of 18.9% over the last ten years. Image source: Getty Images. Is the ETF still a buy? Where the ETF goes from here is largely going to be dependent on the stock performance of its top holdings. Nvidia looks like it still has massive growth in front of it, as its graphics processing units (GPUs) are the backbone of the AI infrastructure buildout. Microsoft, meanwhile, has been clicking on all cylinders, as AI is driving both its cloud computing and enterprise software businesses. Apple's AI efforts are somewhat behind the curve, but the company has a massive, affluent customer base it can better leverage to monetize better with AI. Given the Vanguard Information Technology ETF's heavy concentration around a few stocks, it wouldn't be the only ETF I'd own. However, with AI looking like it is in the early innings, it is certainly one to hold on to. The key with ETF investing, though, remains dollar-cost averaging. While putting $10,000 into the ETF and just letting it sit would have given you a pretty nice return, if you consistently dollar cost-averaged into the fund, you'd be even better off. For example, if you invested an additional $1,000 each month during that same 10-year stretch, you'd now have around $491,000 in your account. That's how you build real, long-term wealth. Should you invest $1,000 in Vanguard Information Technology ETF right now? Before you buy stock in Vanguard Information Technology ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vanguard Information Technology ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $646,805!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,123,113!* Now, it’s worth noting Stock Advisor’s total average return is 1,055% — a market-crushing outperformance compared to 189% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of October 13, 2025 Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Meet the Only Vanguard ETF That Has Turned $10,000 Into $82,000 Since 2015

Meet the Only Vanguard ETF That Has Turned $10,000 Into $82,000 Since 2015

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