Formidable Asset Management, LLC Purchases in Q4 2024

Formidable Asset Management, LLC

  • $587 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
5.39K
+ 73.87%
$204.9 - $238.04 $1.1M - $1.28M
12.7K $2.79M
AMZN
Amazon Com Inc

Consumer Cyclical
158
+ 0.46%
$180.88 - $232.93 $28.6K - $36.8K
34.2K $7.51M
TDVG
T Rowe Price Exchange Traded F

Technology
28.8K
+ 59.84%
$39.51 - $41.92 $1.14M - $1.21M
77K $3.05M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.46K
+ 15.66%
$176.42 - $186.91 $963K - $1.02M
40.3K $7.18M
META
Meta Platforms, Inc.

Communication Services
767
+ 2.93%
$554.08 - $632.68 $425K - $485K
26.9K $15.9M
SKX
Skechers Usa Inc

Consumer Cyclical
11.4K
New
$59.24 - $72.0 $678K - $824K
11.4K $769K
NOMD
Nomad Foods LTD

Consumer Defensive
41.7K
New
$16.25 - $18.57 $678K - $775K
41.7K $700K
NICE
Nice Ltd.

Technology
4.02K
New
$164.71 - $199.17 $661K - $800K
4.02K $682K
ASML
Asml Holding Nv

Technology
969
New
$658.43 - $872.27 $638K - $845K
969 $671K
VIG
Vanguard Dividend Appreciation

ETFs
3.35K
+ 26.36%
N/A
16K $2.92M
FDL
First Tr Morningstar Dividend

ETFs
15.4K
+ 97.95%
$39.59 - $43.95 $608K - $675K
31K $1.25M
PETS
Petmed Express Inc

Healthcare
108K
+ 394.54%
$3.7 - $6.6 $399K - $712K
135K $651K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.79K
+ 170.37%
$79.93 - $88.06 $542K - $598K
10.8K $861K
DFIV
Dimensional ETF Tr

ETFs
13.7K
New
$34.86 - $37.97 $476K - $519K
13.7K $484K
QLYS
Qualys, Inc.

Technology
2.97K
+ 58.17%
$119.24 - $159.23 $354K - $472K
8.07K $1.13M
SHV
Ishares Tr

ETFs
4.21K
New
$109.92 - $110.57 $463K - $465K
4.21K $463K
PLTR
Palantir Technologies Inc.

Technology
6.05K
New
$36.46 - $82.38 $220K - $498K
6.05K $457K
NVO
Novo Nordisk A S

Healthcare
7.86K
+ 116.94%
$85.0 - $120.04 $668K - $943K
14.6K $1.25M
PAX
Patria Investments LTD

Financial Services
36.5K
New
$10.88 - $12.89 $397K - $471K
36.5K $424K
EPR
Epr Properties

Real Estate
9.6K
New
$43.17 - $49.39 $414K - $474K
9.6K $424K
GNRC
Generac Holdings Inc.

Industrials
2.73K
New
$154.28 - $195.11 $421K - $532K
2.73K $423K
IEF
Ishares Barclays

ETFs
5.53K
+ 35.52%
$92.08 - $98.18 $509K - $543K
21.1K $1.95M
SAIC
Science Applications International Corp

Technology
3.78K
New
$110.11 - $154.1 $417K - $583K
3.78K $422K
PSO
Pearson PLC

Communication Services
26.2K
New
$13.3 - $16.28 $348K - $426K
26.2K $421K
KGC
Kinross Gold Corp

Basic Materials
45.3K
New
$9.03 - $10.75 $409K - $487K
45.3K $420K
ASR
Southeast Airport Group

Industrials
1.6K
New
$255.48 - $282.16 $409K - $452K
1.6K $412K
RYLD
Global X Fds Russell 2000 Cove

ETFs
21.7K
+ 20.87%
$15.97 - $16.79 $346K - $364K
125K $2.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.73K
+ 154.74%
$67.29 - $73.38 $386K - $421K
9.44K $640K
AMD
Advanced Micro Devices Inc

Technology
5.15K
+ 86.87%
$118.88 - $172.8 $612K - $890K
11.1K $1.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.75K
+ 10.31%
$50.37 - $50.6 $390K - $392K
82.9K $4.17M
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.04%
$79.1 - $95.7 $1.11K - $1.34K
32.3K $2.92M
YINN
Direxion Shs ETF Tr

ETFs
10K
New
$25.78 - $58.57 $258K - $586K
10K $279K
RJF
Raymond James Financial Inc

Financial Services
67
+ 0.86%
$123.0 - $170.1 $8.24K - $11.4K
7.9K $1.23M
KR
Kroger CO

Consumer Defensive
3.77K
+ 47.61%
$55.21 - $63.3 $208K - $239K
11.7K $714K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.1K
New
$173.13 - $258.09 $190K - $284K
1.1K $253K
NOW
Service Now, Inc.

Technology
220
New
$867.18 - $1148.42 $191K - $253K
220 $233K
IDCC
Inter Digital, Inc.

Communication Services
1.2K
New
$142.61 - $200.59 $171K - $241K
1.2K $232K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.49K
+ 96.61%
$38.37 - $42.82 $249K - $278K
13.2K $506K
UBER
Uber Technologies, Inc

Technology
4.97K
+ 103.78%
$59.93 - $86.34 $298K - $429K
9.75K $588K
NRP
Natural Resource Partners LP

Energy
2K
New
$93.87 - $111.0 $188K - $222K
2K $222K
MAR
Marriott International Inc

Consumer Cyclical
785
New
$246.06 - $292.59 $193K - $230K
785 $218K
GS
Goldman Sachs Group Inc

Financial Services
223
+ 19.22%
$486.1 - $608.57 $108K - $136K
1.38K $791K
BKR
Baker Hughes CO

Energy
5.28K
New
$35.98 - $44.88 $190K - $237K
5.28K $216K
GILD
Gilead Sciences, Inc.

Healthcare
2.29K
New
$83.95 - $97.9 $192K - $224K
2.29K $211K
PSTG
Pure Storage, Inc.

Technology
3.27K
New
$48.19 - $66.6 $158K - $218K
3.27K $201K
DHI
Horton D R Inc

Consumer Cyclical
2.23K
+ 91.48%
$137.24 - $194.56 $306K - $434K
4.67K $653K
CCJ
Cameco Corp

Energy
2.22K
+ 13.39%
$48.64 - $61.14 $108K - $135K
18.8K $963K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.55K
+ 37.7%
$113.92 - $127.38 $177K - $198K
5.68K $653K
UTHR
United Therapeutics Corp

Healthcare
504
+ 34.54%
$348.66 - $410.0 $176K - $207K
1.96K $692K
Activity Summary
Buys All Purchases 128 New Holdings 34 Increased Positions 94 Sells All Sells 198 Reductions 198 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Formidable Asset Management, LLC Portfolio

Follow Formidable Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Formidable Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Formidable Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email