Formidable Asset Management, LLC Incresed Positions in Q3 2024

Formidable Asset Management, LLC

  • $609 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
12.7K
+ 4.26%
$160.76 - $177.82 $2.04M - $2.25M
311K $53.8M
JD
Jd.Com, Inc.

Consumer Cyclical
42.1K
+ 54.82%
$24.95 - $40.01 $1.05M - $1.68M
119K $4.75M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.29K
+ 4.19%
$72.18 - $107.33 $93.1K - $138K
32.1K $3.4M
EOG
Eog Resources Inc

Energy
7.97K
+ 186.32%
$117.9 - $132.65 $940K - $1.06M
12.2K $1.51M
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 0.59%
$333.64 - $405.2 $25.7K - $31.2K
13.2K $5.35M
ADBE
Adobe Inc.

Technology
2.02K
+ 33.75%
$508.13 - $586.55 $1.03M - $1.19M
8.02K $4.15M
VKTX
Viking Therapeutics, Inc.

Healthcare
7.64K
+ 29.7%
$49.84 - $70.47 $381K - $538K
33.4K $2.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
220
+ 2.08%
$405.19 - $478.57 $89.1K - $105K
10.8K $4.98M
MCD
Mcdonalds Corp

Consumer Cyclical
147
+ 1.54%
$245.82 - $304.51 $36.1K - $44.8K
9.71K $2.96M
HUYA
Huya Inc.

Communication Services
80.1K
+ 388.83%
$3.95 - $5.1 $316K - $409K
101K $513K
GE
General Electric CO

Industrials
283
+ 2.64%
$156.66 - $189.66 $44.3K - $53.7K
11K $2.08M
RBCAA
Republic Bancorp Inc

Financial Services
292
+ 0.98%
$51.45 - $68.36 $15K - $20K
30.1K $1.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.5K
+ 9.46%
$50.25 - $50.74 $326K - $330K
75.1K $3.81M
DELL
Dell Technologies Inc.

Technology
5.5K
+ 35.1%
$87.89 - $145.97 $483K - $802K
21.2K $2.51M
ATO
Atmos Energy Corp

Utilities
1.75K
+ 38.67%
$114.08 - $138.75 $200K - $243K
6.28K $870K
FDL
First Tr Morningstar Dividend

ETFs
5.78K
+ 58.4%
$37.66 - $42.06 $218K - $243K
15.7K $657K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.89K
+ 2.72%
$32.65 - $36.69 $61.8K - $69.5K
71.4K $2.6M
ETN
Eaton Corp PLC

Industrials
634
+ 18.51%
$272.52 - $333.02 $173K - $211K
4.06K $1.34M
DUK
Duke Energy Corp

Utilities
361
+ 2.57%
$99.35 - $117.71 $35.9K - $42.5K
14.4K $1.66M
DE
Deere & CO

Industrials
144
+ 3.6%
$344.84 - $418.0 $49.7K - $60.2K
4.14K $1.73M
TDVG
T Rowe Price Exchange Traded F

Technology
2.82K
+ 6.22%
$37.87 - $40.96 $107K - $116K
48.2K $1.97M
V
Visa Inc.

Financial Services
254
+ 2.05%
$253.74 - $291.56 $64.4K - $74.1K
12.6K $3.47M
PEP
Pepsico Inc

Consumer Defensive
660
+ 3.31%
$161.9 - $179.3 $107K - $118K
20.6K $3.5M
EXPE
Expedia Group, Inc.

Consumer Cyclical
77
+ 0.86%
$112.12 - $149.09 $8.63K - $11.5K
9.07K $1.34M
VZ
Verizon Communications Inc

Communication Services
814
+ 1.91%
$38.89 - $45.0 $31.7K - $36.6K
43.4K $1.95M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2K
+ 10.52%
$33.89 - $41.64 $67.8K - $83.3K
21K $836K
AVGO
Broadcom Inc.

Technology
17.6K
+ 885.4%
$136.27 - $1745.86 $2.4M - $30.7M
19.6K $3.38M
DHI
Horton D R Inc

Consumer Cyclical
415
+ 20.49%
$135.21 - $197.06 $56.1K - $81.8K
2.44K $465K
RTX
Raytheon Technologies Corp

Industrials
47
+ 0.59%
$99.55 - $123.34 $4.68K - $5.8K
7.97K $965K
CMCSA
Comcast Corp

Communication Services
2.8K
+ 16.77%
$37.33 - $41.78 $104K - $117K
19.5K $813K
BLK
Black Rock Inc.

Financial Services
17
+ 2.06%
$782.27 - $949.51 $13.3K - $16.1K
842 $799K
ALL
Allstate Corp

Financial Services
43
+ 0.94%
$158.43 - $192.86 $6.81K - $8.29K
4.62K $875K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
822
+ 24.91%
$105.53 - $118.34 $86.7K - $97.3K
4.12K $482K
NEP
Nextera Energy Partners, LP

Utilities
3.59K
+ 7.99%
$23.83 - $28.64 $85.6K - $103K
48.6K $1.34M
AMD
Advanced Micro Devices Inc

Technology
493
+ 9.07%
$128.67 - $183.96 $63.4K - $90.7K
5.93K $972K
CTAS
Cintas Corp

Industrials
2.07K
+ 297.69%
$201.38 - $819.83 $416K - $1.69M
2.76K $568K
AMGN
Amgen Inc

Healthcare
29
+ 0.41%
$309.38 - $337.38 $8.97K - $9.78K
7.09K $2.28M
CRWD
Crowd Strike Holdings, Inc.

Technology
776
+ 53.26%
$217.89 - $392.15 $169K - $304K
2.23K $626K
FID
First Tr Exchange Trded Fd Vi

ETFs
14
+ 0.05%
$15.76 - $17.74 $221 - $248
29.4K $515K
SHOP
Shopify Inc.

Technology
29
+ 0.89%
$52.26 - $80.75 $1.52K - $2.34K
3.3K $264K
FEM
First Trust Emerging Markets A

ETFs
2.02K
+ 11.9%
$22.14 - $24.52 $44.8K - $49.6K
19K $456K
BFIX
Build Fds Tr Bd Innovation ETF
1.1K
+ 7.07%
$23.2 - $24.82 $25.5K - $27.3K
16.6K $402K
COIN
Coinbase Global, Inc.

Technology
403
+ 42.74%
$147.09 - $265.15 $59.3K - $107K
1.35K $239K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
110
+ 7.61%
$147.95 - $191.05 $16.3K - $21K
1.56K $270K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
550
+ 1.83%
$15.41 - $17.22 $8.48K - $9.47K
30.5K $507K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
450
+ 10.15%
$44.66 - $49.15 $20.1K - $22.1K
4.89K $230K
RVT
Royce Value Trust, Inc.

Financial Services
191
+ 1.77%
$14.28 - $16.01 $2.73K - $3.06K
11K $172K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.03%
$63.28 - $70.06 $63.3 - $70.1
3.71K $259K
UPS
United Parcel Service Inc

Industrials
117
+ 1.67%
$123.32 - $147.38 $14.4K - $17.2K
7.14K $972K
Activity Summary
Buys All Purchases 99 New Holdings 25 Increased Positions 74 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 0 Puts 0
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