Positioning Plays at All-Time Highs 7/17/25

Frank Holland and the Investment Committee debate whether its time to trim exposure in some of the high-flying stocks like Nvidia. Plus, the desk share their latest portfolio moves. And later, Josh Brown highlights another name in his “Best Stocks in the Market.” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.