Shares of Lockheed and Northrop were lower early on Wednesday, after President Trump announced an Iran cease-fire on Tuesday.

We bought four “new” holdings in the quarter. Two of the four — Blackstone and Otis — we have owned before. In IT, we exited Oracle and trimmed Broadcom. Our five-year investment in Oracle proved highly profitable as the company transitioned its business model from licensing to software-as-a-service. On the semiconductor side, we modestly reduced our position in Broadcom to fund our new investment in Taiwan Semiconductor.

A defense ETF was down about 8% since the Iran war began. Investors are waiting to see what President Donald Trump does in Iran on Tuesday.

Stratos Wealth Partners LTD. boosted its position in Northrop Grumman Corporation (NYSE: NOC) by 14.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,516 shares of the aerospace company's stock after purchasing an additional 1,208 shares during the period. Stratos Wealth

SteelPeak Wealth LLC lifted its position in shares of Northrop Grumman Corporation (NYSE: NOC) by 59.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,521 shares of the aerospace company's stock after buying an additional 1,681 shares

Perigon Wealth Management LLC boosted its holdings in Northrop Grumman Corporation (NYSE: NOC) by 65.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,706 shares of the aerospace company's stock after buying an additional 1,864 shares during the period. Perigon

Dorato Capital Management purchased a new position in shares of Northrop Grumman Corporation (NYSE: NOC) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,305 shares of the aerospace company's stock, valued at approximately $744,000. Several other

President Donald Trump's latest hints that the U.S. could walk away from NATO while pressing Europe to spend more on defense land major military contractors squarely in the political blast zone.

Pre-Market Stock Futures: Futures are trading higher after an explosive rally on Tuesday, sparked by the President's comments that he wants to end the war soon. While this is hardly the final straw for the war, it appears that President Trump, who is finally getting some support from NATO members and Persian Gulf allies in... Here Are Wednesday's Top Wall Street Analyst Research Calls: Boeing, Datadog, Disney, Formula One Group, Nike, Rivian, Rocket Lab, ServiceNow, and More.

Elon Musk wants to go to the moon. Jeff Bezos wants to go to the moon.