The Nasdaq Just Reached a New All-Time High — These ETFs Could Keep Climbing

More recently, the Nasdaq Composite Index (^IXIC) surpassed the 20,000 point mark, setting new record highs. If you find yourself uncertain about selecting individual stocks, don’t worry! Exchange-traded funds (ETFs) offer a convenient solution. These investment tools enable you to focus on specific themes or strategies that align with your interests.

For investors, it’s crucial not to overcomplicate things. In 2025, there seems to be a standout chance to outperform the market, and that’s through artificial intelligence (AI). The ongoing market growth is significantly influenced by companies promoting AI adoption, making it wise to focus on top ETFs that provide ample exposure to this opportunity. Here are two ETFs I’d recommend investing in immediately.

1. Fundstrat Granny Shots U.S. Large Cap ETF

This fund isn’t merely about AI; it invests in leading companies across various emerging economic trends as well. So, if you’re interested in a diversified portfolio that includes more than just AI, this could be the right fit for you.

The newly launched investment fund called the “Fundstrat Granny Shots U.S. Large Cap ETF” (GRNY) is actively managed by Tom Lee, who is currently the head of research at Fundstrat Capital. Before founding Fundstrat Global Advisors in 2014, Lee held the position of Chief Equity Strategist at JPMorgan Chase from 2007 to 2014.

Starting in 2024, the Granny Shots ETF has experienced a 14.9% growth rate, outperforming the Nasdaq’s 8.4% return at the present moment. Lee and his associates employ a strategy known as top-down stock selection. In essence, they first identify major themes that are generating promising opportunities, like AI or fintech, and subsequently choose the most advantageous stocks based on those themes.

Beyond artificial intelligence, the long-term trends underlying the fund’s portfolio investments include the growing purchasing power of millennials, energy sector, cybersecurity, and strengthening economic conditions. These themes may evolve based on Fundstrat’s research, but they currently serve as the basis for the fund’s stock selection process.

Let’s take a glance at the ten largest assets in this fund, along with their current proportions: [Date]

Robinhood Markets (3.91%)
Oracle (3.55%)
Advanced Micro Devices (3.40%)
Nvidia (3.13%)
GE Vernova (3.03%)
GE Aerospace (2.85%)
Palantir Technologies (2.79%)
KLA Corp. (2.79%)
Goldman Sachs (2.76%)
Caterpillar (2.76%)

One appealing aspect for potential investors could be its approach, which doesn’t solely focus on a single trend such as Artificial Intelligence. Instead, it considers various significant economic trends comprehensively and organizes the investment portfolio to capitalize on each of them.

It’s noteworthy that Lee often appears as a guest on CNBC, a fact that could be advantageous for investors. If you choose to invest in the fund, there are numerous videos of Lee’s interviews available on YouTube or X where you can gain insights into his investment strategy and thought process.

For a regularly managed ETF like this one, the fee they charge is around 0.75% of the total investment. That translates to about $7.50 each year for every $1,000 you put into it.

Given its novelty as an Exchange Traded Fund (ETF), it might be wise for investors to initially take a modest stance and gradually increase their investment over time, rather than diving in all at once. Remember, past performance doesn’t guarantee future results. However, due to its emphasis on investing in top-tier companies with promising growth potential, this ETF could be an intriguing long-term holding worth considering.

2. Dan Ives Wedbush AI Revolution ETF

For those seeking a direct investment in artificial intelligence, consider the fund known as the Dan Ives Wedbush AI Revolution ETF, led by Dan Ives – a prominent figure on Wall Street and managing director of technology research at Wedbush Securities. With years of experience analyzing the tech sector, Ives has earned the title of the biggest AI bull. This ETF (IVES) is designed to capitalize on opportunities derived from Ives’ extensive coverage universe, investing in top stocks he follows.

As of July 16, there are 30 investments in the fund. Below, you’ll find the top 10 investments along with their current weights:

This way, it provides a clearer understanding that the list contains the ten most significant investments within the fund and their corresponding importance or influence in the overall portfolio.

Nvidia (5.62%)
Oracle (5.28%)
Taiwan Semiconductor Manufacturing (5.20%)
Broadcom (4.92%)
Microsoft (4.89%)
Amazon (4.72%)
Advanced Micro Devices (4.71%)
Meta Platforms (4.64%)
Apple (4.63%)
Alphabet (4.50%)

I’ve recently come across an exciting new investment fund that just hit the market less than a month ago, so its history isn’t extensive yet. However, a quick glance at its portfolio components suggests it has great potential for success. In fact, I believe it could outperform the Nasdaq significantly over the next five years!

Since June 3, the fund has successfully amassed a total of $343 million in assets, demonstrating both the esteemed standing of analyst Ives and the high-quality investments within its portfolio.

This investment fund doesn’t have a manager actively making decisions, yet it carries a management fee of 0.75%. However, since its launch in June, it has managed to gain 9.3%, which is marginally higher than the performance of the Nasdaq at the moment.

Over the next five years, it’s expected that the Fundstrat and Wedbush ETFs will surpass the market average. Due to their focus on high-growth stocks, they may exhibit higher volatility compared to broader market indexes. However, these growth-oriented ETFs are excellent options for investors seeking a passive investment approach in top-performing growth stocks.

2025-07-23 14:46

1. Fundstrat Granny Shots U.S. Large Cap ETF

2. Dan Ives Wedbush AI Revolution ETF

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