Formidable Asset Management, LLC Incresed Positions in Q3 2025

Formidable Asset Management, LLC

  • $654 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLUX
Flux Power Holdings, Inc.

Industrials
125K
+ 4.16%
$1.48 - $4.47 $185K - $559K
3.13M $12.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
8.42K
+ 25.45%
$103.83 - $179.9 $874K - $1.51M
41.5K $7.41M
GOOG
Alphabet Inc.

Communication Services
4.15K
+ 10.46%
$175.16 - $255.24 $727K - $1.06M
43.8K $10.7M
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 6.3%
$293.94 - $444.72 $307K - $465K
17.7K $7.85M
GOOGL
Alphabet Inc.

Communication Services
54
+ 0.21%
$174.36 - $254.72 $9.42K - $13.8K
25.9K $6.31M
AVGO
Broadcom Inc.

Technology
1.3K
+ 6.67%
$264.74 - $369.57 $344K - $480K
20.8K $6.85M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28.8K
+ 33.67%
$50.47 - $50.74 $1.45M - $1.46M
114K $5.8M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
84.5K
+ 59.59%
$15.99 - $17.02 $1.35M - $1.44M
226K $3.71M
MSTR
Microstrategy Inc

Technology
3.87K
+ 490.62%
$300.7 - $455.9 $1.16M - $1.76M
4.66K $1.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.39K
+ 8.28%
$182.33 - $194.5 $619K - $660K
44.4K $8.63M
ORCL
Oracle Corp

Technology
252
+ 1.74%
$218.96 - $328.33 $55.2K - $82.7K
14.7K $4.14M
AMD
Advanced Micro Devices Inc

Technology
3.04K
+ 17.39%
$134.8 - $184.42 $410K - $561K
20.5K $3.32M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.99K
+ 133.38%
$108.97 - $121.65 $652K - $728K
10.5K $1.26M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.9K
+ 17.17%
$35.42 - $38.65 $456K - $497K
87.8K $3.34M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.23K
+ 59.82%
$412.46 - $514.1 $509K - $634K
3.3K $1.62M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
23.1K
+ 108.95%
$20.33 - $22.62 $469K - $522K
44.3K $980K
PLTR
Palantir Technologies Inc.

Technology
1.08K
+ 14.78%
$130.68 - $186.97 $141K - $202K
8.37K $1.53M
VIG
Vanguard Dividend Appreciation

ETFs
2.74K
+ 16.33%
N/A
19.5K $3.55M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.24K
+ 51.43%
$224.68 - $282.71 $278K - $350K
3.65K $1.02M
MU
Micron Technology Inc

Technology
1.19K
+ 19.61%
$104.88 - $168.89 $124K - $200K
7.23K $1.21M
UNH
Unitedhealth Group Inc

Healthcare
810
+ 15.71%
$237.77 - $353.61 $193K - $286K
5.97K $2.06M
CVX
Chevron Corp

Energy
736
+ 2.87%
$145.57 - $161.83 $107K - $119K
26.4K $4.09M
AMAT
Applied Materials Inc

Technology
1.49K
+ 28.13%
$156.25 - $204.95 $233K - $305K
6.78K $1.39M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.99K
+ 50.96%
$108.46 - $120.63 $324K - $360K
8.85K $1.05M
GS
Goldman Sachs Group Inc

Financial Services
340
+ 23.5%
$696.56 - $806.32 $237K - $274K
1.79K $1.42M
UBER
Uber Technologies, Inc

Technology
3.3K
+ 21.2%
$86.91 - $99.57 $287K - $328K
18.9K $1.85M
META
Meta Platforms, Inc.

Communication Services
643
+ 2.45%
$695.21 - $791.73 $447K - $509K
26.9K $19.7M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
11.5K
+ 91.5%
$29.81 - $34.07 $342K - $391K
24K $789K
HQL
Tekla Life Sciences Investors

Financial Services
12.2K
+ 19.09%
$12.76 - $15.51 $156K - $189K
76.2K $1.18M
DHI
Horton D R Inc

Consumer Cyclical
726
+ 12.8%
$129.82 - $184.04 $94.2K - $134K
6.4K $1.08M
PEP
Pepsico Inc

Consumer Defensive
954
+ 4.12%
$133.81 - $152.16 $128K - $145K
24.1K $3.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
309
+ 13.6%
$617.65 - $666.84 $191K - $206K
2.58K $1.72M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.06K
+ 113.12%
$158.24 - $191.13 $326K - $394K
3.88K $645K
ASML
Asml Holding Nv

Technology
95
+ 7.91%
$689.63 - $968.09 $65.5K - $92K
1.3K $1.25M
PHM
Pultegroup Inc

Consumer Cyclical
869
+ 13.46%
$108.0 - $141.42 $93.9K - $123K
7.32K $967K
QQQ
Invesco Qqq Trust, Series 1

ETFs
303
+ 19.09%
$546.99 - $602.2 $166K - $182K
1.89K $1.13M
GLDM
World Gold Trust

ETFs
351
+ 1.89%
$64.73 - $76.45 $22.7K - $26.8K
18.9K $1.45M
MPC
Marathon Petroleum Corp

Energy
137
+ 2.05%
$158.59 - $198.69 $21.7K - $27.2K
6.83K $1.32M
QCOM
Qualcomm Inc

Technology
562
+ 3.61%
$145.84 - $173.55 $82K - $97.5K
16.1K $2.68M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.31K
+ 19.36%
$86.07 - $90.74 $199K - $209K
14.2K $1.27M
WMT
Walmart Inc.

Consumer Defensive
262
+ 0.83%
$94.4 - $104.27 $24.7K - $27.3K
31.9K $3.29M
AMZN
Amazon Com Inc

Consumer Cyclical
850
+ 2.42%
$211.65 - $238.24 $180K - $203K
36K $7.9M
IVV
Ishares Core S&P 500 ETF

ETFs
45
+ 1.36%
$620.67 - $670.08 $27.9K - $30.2K
3.36K $2.25M
PINS
Pinterest, Inc.

Communication Services
7.67K
+ 50.21%
$32.17 - $39.17 $247K - $300K
22.9K $737K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.02%
$121.35 - $144.54 $243 - $289
8.9K $1.29M
VZ
Verizon Communications Inc

Communication Services
3.41K
+ 6.62%
$40.84 - $45.06 $139K - $153K
54.9K $2.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
202
+ 15.73%
$567.77 - $614.76 $115K - $124K
1.49K $909K
NVO
Novo Nordisk A S

Healthcare
7.01K
+ 43.98%
$45.38 - $71.7 $318K - $503K
23K $1.27M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.44K
+ 13.78%
$79.76 - $85.78 $115K - $123K
11.9K $1M
Activity Summary
Buys All Purchases 163 New Holdings 34 Increased Positions 129 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 1 Puts 0
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