Formidable Asset Management, LLC Purchases in Q4 2025

Formidable Asset Management, LLC

  • $641 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
9.5K
+ 42.99%
$16.56 - $17.0 $157K - $162K
31.6K $534K
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.02%
$67.46 - $78.0 $202 - $234
16.8K $1.3M
IEF
Ishares Barclays

ETFs
1.56K
+ 7.55%
$96.12 - $97.72 $150K - $153K
22.3K $2.15M
SNPS
Synopsys Inc

Technology
640
+ 66.88%
$389.83 - $489.36 $249K - $313K
1.6K $623K
PAAS
Pan American Silver Corp

Basic Materials
3.93K
+ 33.08%
$33.2 - $42.03 $130K - $165K
15.8K $608K
CRM
Salesforce, Inc.

Technology
607
+ 15.33%
$235.69 - $263.41 $143K - $160K
4.57K $1.08M
IVV
Ishares Core S&P 500 ETF

ETFs
177
+ 5.27%
$656.2 - $690.71 $116K - $122K
3.54K $2.39M
SU
Suncor Energy Inc

Energy
2.3K
+ 16.97%
$38.17 - $44.36 $87.7K - $102K
15.8K $702K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.62K
+ 7.06%
$88.67 - $92.06 $144K - $149K
24.6K $2.18M
DELL
Dell Technologies Inc.

Technology
1.79K
+ 10.72%
$133.76 - $164.88 $239K - $295K
18.5K $2.47M
JOBY
Joby Aviation, Inc.

Industrials
8.24K
+ 66.74%
$14.32 - $19.57 $118K - $161K
20.6K $296K
DTH
Wisdomtree Tr

ETFs
999
+ 1.89%
$47.86 - $50.48 $47.8K - $50.4K
54K $2.7M
VIG
Vanguard Dividend Appreciation

ETFs
525
+ 2.69%
N/A
20K $3.64M
VZ
Verizon Communications Inc

Communication Services
6.2K
+ 11.31%
$38.4 - $43.83 $238K - $272K
61.1K $2.5M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
528
+ 13.6%
$160.73 - $179.07 $84.9K - $94.5K
4.41K $738K
FFIV
F5, Inc.

Technology
1.11K
+ 55.92%
$234.0 - $343.17 $261K - $382K
3.11K $726K
KKR
Kkr & Co. Inc.

Financial Services
750
+ 47.14%
$117.52 - $127.65 $88.1K - $95.7K
2.34K $280K
BX
Blackstone Inc.

Financial Services
813
+ 50.97%
$138.42 - $168.45 $113K - $137K
2.41K $333K
MPC
Marathon Petroleum Corp

Energy
48
+ 0.7%
$180.89 - $200.13 $8.68K - $9.61K
6.88K $1.38M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
281
+ 2.37%
$82.92 - $88.2 $23.3K - $24.8K
12.1K $1.06M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
196
+ 7.13%
$126.92 - $139.12 $24.9K - $27.3K
2.95K $409K
UPS
United Parcel Service Inc

Industrials
185
+ 4.84%
$82.87 - $97.4 $15.3K - $18K
4.01K $377K
CB
Chubb LTD

Financial Services
1
+ 0.02%
$268.2 - $296.22 $268 - $296
4.29K $1.27M
FDL
First Tr Morningstar Dividend

ETFs
919
+ 2.63%
$42.27 - $43.9 $38.8K - $40.3K
35.9K $1.57M
JEPI
J P Morgan Exchange Traded Fd

ETFs
892
+ 8.98%
$56.0 - $57.6 $50K - $51.4K
10.8K $614K
HEZU
Ishares Currency Hedged Msci E

ETFs
723
+ 8.58%
$41.97 - $43.96 $30.3K - $31.8K
9.15K $395K
GS
Goldman Sachs Group Inc

Financial Services
99
+ 5.54%
$744.6 - $838.97 $73.7K - $83.1K
1.89K $1.46M
XAR
Spdr S&P Aerospace & Defense E

ETFs
260
+ 7.43%
$227.13 - $251.24 $59.1K - $65.3K
3.76K $857K
FID
First Tr Exchange Trded Fd Vi

ETFs
20
+ 0.07%
$19.48 - $20.38 $390 - $408
29.5K $600K
VTV
Vanguard Value ETF

ETFs
105
+ 7.73%
$182.87 - $189.72 $19.2K - $19.9K
1.46K $273K
FEM
First Trust Emerging Markets A

ETFs
415
+ 2.19%
$25.89 - $27.55 $10.7K - $11.4K
19.4K $531K
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.37%
$589.5 - $635.77 $4.13K - $4.45K
1.9K $1.15M
BKR
Baker Hughes CO

Energy
225
+ 3.16%
$44.47 - $49.08 $10K - $11K
7.34K $357K
SHV
Ishares Tr

ETFs
100
+ 1.48%
$110.15 - $110.49 $11K - $11K
6.87K $757K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
1.34K
+ 3.03%
$21.16 - $23.02 $28.4K - $30.9K
45.6K $984K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
50
+ 0.49%
$44.68 - $47.47 $2.23K - $2.37K
10.2K $478K
Sonnet Biotherapeutc Hldng I
37.2K
New
N/A
37.2K $0
Bitmine Immersion Tecnologie
8.71K
New
N/A
8.71K $0
Tidal Trust Iii
29.4K
New
N/A
29.4K $0
Tidal Trust Iii
74.2K
New
N/A
74.2K $0
Talen Energy Corp
124
+ 3.85%
N/A
3.35K $0
Wisdomtree Tr
27.5K
New
N/A
27.5K $0
Amentum Holdings Inc
7.16K
New
N/A
7.16K $0
Te Connectivity PLC
1.03K
New
N/A
1.03K $0
Sharplink Gaming Inc
19.2K
New
N/A
19.2K $0
Blackrock ETF Trust Ii
1.89K
+ 8.05%
N/A
25.4K $0
PIZ
Invesco Exchange Traded Fd Tr
8.17K
New
N/A
8.17K $0
Hyperion Defi Inc
23.4K
New
N/A
23.4K $0
Gsk PLC
12.3K
+ 120.28%
N/A
22.5K $0
Activity Summary
Buys All Purchases 125 New Holdings 30 Increased Positions 95 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 1 Puts 2
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