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

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

Halftime Report

July 17, 202544m 11s

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Show Notes

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


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