Wolfe Research's Top Dividend Stocks Thrive Amid Market Volatility

• Market volatility and fears of AI disruption are driving investors to reliable dividend-paying stocks, known as the "HALO" trade.
• Wolfe Research favors "dividend aristocrats" – companies increasing payouts for 25+ years – as a defensive strategy, especially in a rate-cutting cycle.
• ProShares S&P 500 Dividend Aristocrats ETF (NOBL) and Vanguard High Dividend Yield ETF (VYM) are outperforming the broader market, gaining 4% YTD.
• Colgate-Palmolive (up 14%, 2.39% yield), Johnson & Johnson (up 17%, 2.15% yield), and Fastenal (up 13%, 2.11% yield) are among Wolfe's top picks.
• These companies demonstrate strong performance, consistent dividends, and strategic growth, making them attractive in uncertain times.