logo
episode-header-image
May 2025
7m 49s

Top Healthcare Stocks & ETFs To Watch

EYL NETWORK
About this episode

In this insightful clip, Troy Millings and Ian Dunlap dive deep into building a strong portfolio centered on the healthcare sector! Whether you’re an experienced investor or just starting out, they break down the tried-and-true strategies to help you navigate an ever-changing market.


The conversation kicks off with Ian sharing his take on focusing your investments, urging listeners to stick with what works rather than chasing the latest trend. He discusses his go-to picks for a healthcare-focused “two tech, two index” strategy: VO, VTI, Eli Lilly, and Stryker—plus why consistency often outperforms novelty when it comes to portfolio growth.


Troy brings his own expertise to the table, highlighting some of his favorite healthcare ETFs like Vanguard’s VHT and the SPDR’s XLV. He walks you through the importance of understanding ETF holdings, emphasizing why Eli Lilly and UnitedHealth are usually at the top—and what recent market turbulence means for these giants.


But it doesn’t stop there. Troy introduces “wild cards” for those looking to think outside the box, featuring CVS and its vertically integrated healthcare model, as well as Amazon’s surprising potential in the health space. The two hosts explore how the integration of AI, telehealth, and cloud services could help companies like Amazon disrupt traditional healthcare and even become a top holding in major healthcare ETFs in the future.


The clip wraps up with a candid discussion about what makes a company “generational,” touching on Amazon’s history of innovation, the power of major tech players, and why infrastructure and cloud computing play such a huge role in shaping the future of healthcare.


Highlights include:

  • Practical advice on building a healthcare-focused investment portfolio
  • Why stability often beats chasing trends in investing
  • Deep dives into healthcare ETFs VHT and XLV, plus their major holdings
  • The role of CVS and Amazon in the evolving healthcare landscape
  • How AI and cloud technology are disrupting traditional models
  • Real-world examples and anecdotes from Troy and Ian’s financial journeys


Whether you want to refine your stock strategy or gain new perspectives on the intersection of tech and healthcare, this clip is packed with actionable insights to help you stay ahead.


*Watch now and let us know your favorite healthcare stock or ETF in the comments! Don’t forget to like and subscribe for more expert investing tips.*


#Investing #HealthcareStocks #ETFs #FinancialFreedom #StockMarket #WealthBuilding #AIinHealthcare #CVS #Amazon #VHT #XLV #TroyMillings #IanDunlap #MarketMondays #portfoliostrategy



Our Sponsors:
* Check out PNC Bank: https://www.pnc.com
* Check out Progressive: https://www.progressive.com


Advertising Inquiries: https://redcircle.com/brands

Privacy & Opt-Out: https://redcircle.com/privacy
Up next
Yesterday
Africa is America 100 Years Ago & China is Cashing In BIG - The Time to Invest is NOW!
We’re in Guinea 🇬🇳 doing some investigative journalism — sitting down with entrepreneurs, innovators, and community leaders to uncover the real opportunities and challenges shaping Africa’s economic future. From business growth to infrastructure and innovation, these conversati ... Show More
11m 54s
Oct 6
Healthcare Stocks Outlook 2025: Should You Invest?
In this Market Mondays Medium #6 clip, Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the volatile world of healthcare stocks and whether the sector is positioned for a rebound in 2025. The team breaks down why healthcare has struggled, from overseas pharmaceutical ta ... Show More
7m 1s
Oct 4
Unpacking the TikTok Takeover & The Dangers of a Few Owning All Media
In this insightful Market Mondays clip, Ian Dunlap and Rashad Bilal dive deep into the high-stakes world of media conglomerates, data acquisition, and the brewing TikTok takeover. The conversation unfolds around the chess moves of industry giants like Oracle, Silver Lake, and eni ... Show More
11m 32s
Recommended Episodes
Jul 17
How Nvidia's size is rewriting the market playbook
Nvidia’s (NVDA) explosive growth is doing more than lifting portfolios - it’s changing the whole market. In this episode of Stocks in Translation, Strategas Securities senior ETF and technical strategist Todd Sohn joins host Jared Blikre and Producer Sydnee Fried to discuss excha ... Show More
24m 30s
Aug 5
The next big thing in investing is already here
Exposure to new markets and technologies is a longstanding strategy to boost your portfolio's profitability.On today's Stocks In Translation, hosts Jared Blikre and Brooke DiPalma speak with CFA Institute president and CEO Margaret Franklin to explore the rapidly changing landsca ... Show More
24m 18s
Dec 2020
SI117: Why Stocks and Trend Following is a Perfect Match ft. Moritz Seibert
Today, we discuss why a random calendar year is not a good measure of performance, recent increased volatility in alternative markets, how to define an ‘alternative’ market, the strong case for a mixed portfolio of stocks & Trend Following strategies, how to perform the easy-mone ... Show More
1h 12m
Aug 19
Smart ways to use leveraged ETFs to supercharge your portfolio
Leveraged ETFs are on trend for investors, but with greater rewards comes greater risk. In this episode of Stocks in Translation, GraniteShares founder & CEO Will Rhind joins host Jared Blikre and Senior Reporter Brooke DiPalma to discuss the rise of leveraged ETFs and options-ba ... Show More
24m 46s
Aug 2024
As Good As It Gets For The Stock Market?
On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upco ... Show More
34m 21s
Mar 2025
Does It Pay to Copy Congress' Stock Trades?
Zach Evens, a passive strategies analyst for Morningstar Research Services, discusses two ETFs that use data from Unusual Whales to track congressional stock trades. He explains why investors might be drawn to these funds and the potential risks that they face.Key Takeaways:Why I ... Show More
13m 19s
Aug 2024
3 AI ETFs That You Might Want to Invest In
This week, Sim and Maia discuss the importance of investing in AI and the benefits of using exchange-traded funds (ETFs) to gain exposure to the AI market. They highlight three AI-focused ETFs: iShares Exponential Technologies ETF (XT), Robo Global Robotics and Automation Index E ... Show More
18m 10s
Nov 2024
Why The Macro Is Still Bullish Liquidity | Weekly Roundup
This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whether the Trump trade is unwinding. We also delve into the moves in yields, MicroStrategy, and much more. Enjoy!—Follow Quinn: https://x.com/qthompFollow Tyler: https://twitter.com/ ... Show More
55m 25s
Jan 2021
SI125: Will the FED always prevent prolonged market crashes ft. Mark Rzepczynski
Mark Rzepczynski joins us today to discuss the Gamestop short-squeeze, democratisation of the investment industry, the increasing expectation among investors that the Federal Reserve will always prevent prolonged market crashes, the 3 main ingredients for a market bubble, whether ... Show More
1h 19m
Jun 2023
The Holy Grail of Macro Investing | Eric Crittenden
On todays episode of Forward Guidance Eric Crittenden Chief Investment Officer at Standpoint Asset Management joins the show for a deep dive into the world of systematic macro investing. Eric walks through the current market outlook as many investors battle with recessionary conc ... Show More
1h 6m