Formidable Asset Management, LLC Incresed Positions in Q4 2025

Formidable Asset Management, LLC

  • $641 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
1.01K
+ 9.2%
$799.57 - $1025.28 $810K - $1.04M
12K $12.3M
AMD
Advanced Micro Devices Inc

Technology
5.9K
+ 28.74%
$164.01 - $264.33 $968K - $1.56M
26.4K $6.36M
NOW
Service Now, Inc.

Technology
3.54K
+ 622.85%
$835.79 - $946.29 $2.96M - $3.35M
4.11K $3.44M
ASML
Asml Holding Nv

Technology
1.6K
+ 123.46%
$936.19 - $1075.45 $1.5M - $1.72M
2.9K $2.95M
VKTX
Viking Therapeutics, Inc.

Healthcare
21.6K
+ 44.81%
$27.37 - $40.78 $592K - $882K
69.9K $2.78M
AMZN
Amazon Com Inc

Consumer Cyclical
3.33K
+ 9.25%
$213.04 - $254.0 $709K - $845K
39.3K $9.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.17K
+ 65.85%
$482.23 - $557.53 $1.05M - $1.21M
5.47K $2.94M
TPL
Texas Pacific Land Corp

Energy
1.22K
+ 200.0%
$889.25 - $1022.65 $1.08M - $1.25M
1.83K $1.87M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
69.4K
+ 30.66%
$15.89 - $16.63 $1.1M - $1.15M
296K $4.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.42K
+ 93.94%
$280.66 - $305.09 $961K - $1.04M
7.07K $1.99M
HQL
Tekla Life Sciences Investors

Financial Services
48.3K
+ 63.33%
$15.57 - $17.68 $751K - $853K
124K $2.07M
IBM
International Business Machines Corp

Technology
1.79K
+ 13.8%
$275.97 - $314.98 $493K - $562K
14.7K $4.37M
ADBE
Adobe Inc.

Technology
2.86K
+ 35.96%
$325.07 - $359.91 $929K - $1.03M
10.8K $3.51M
AMAT
Applied Materials Inc

Technology
2.29K
+ 33.76%
$209.95 - $240.89 $481K - $552K
9.07K $2.08M
NEE
Nextera Energy Inc

Utilities
368
+ 0.58%
$78.18 - $86.03 $28.8K - $31.7K
63.8K $5.47M
BK
Bank Of New York Mellon Corp

Financial Services
5.83K
+ 198.3%
$104.54 - $112.64 $609K - $657K
8.77K $968K
HON
Honeywell International Inc

Industrials
3.21K
+ 153.35%
$194.07 - $220.67 $623K - $708K
5.3K $1.04M
WFC
Wells Fargo & Company

Financial Services
6.38K
+ 100.76%
$77.62 - $87.3 $495K - $557K
12.7K $1.06M
PEP
Pepsico Inc

Consumer Defensive
1.94K
+ 8.06%
$138.84 - $153.71 $270K - $299K
26K $3.85M
ZTS
Zoetis Inc.

Healthcare
4.27K
+ 171.36%
$118.8 - $147.53 $508K - $630K
6.77K $803K
JNJ
Johnson & Johnson

Healthcare
18
+ 0.06%
$185.98 - $199.58 $3.35K - $3.59K
28.1K $5.62M
IREN
Iris Energy LTD

Financial Services
6.19K
+ 24.4%
$47.02 - $76.41 $291K - $473K
31.5K $1.56M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.8K
+ 47.6%
$45.45 - $48.31 $355K - $377K
24.2K $1.15M
ADSK
Autodesk, Inc.

Technology
1.53K
+ 175.52%
N/A
2.4K $589K
MCD
Mcdonalds Corp

Consumer Cyclical
1.1K
+ 10.88%
$293.81 - $310.11 $324K - $342K
11.3K $3.43M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.31K
+ 17.61%
$153.8 - $189.34 $1.12M - $1.38M
48.8K $7.69M
HUYA
Huya Inc.

Communication Services
134K
+ 107.0%
$2.67 - $3.28 $358K - $439K
259K $696K
AMT
American Tower Corp

Real Estate
1.66K
+ 42.94%
$176.64 - $193.32 $294K - $321K
5.54K $999K
UNP
Union Pacific Corp

Industrials
1.45K
+ 25.65%
$216.37 - $237.41 $314K - $344K
7.11K $1.57M
SLB
Schlumberger Limited

Energy
5.08K
+ 48.71%
$31.72 - $37.61 $161K - $191K
15.5K $572K
UBER
Uber Technologies, Inc

Technology
3.55K
+ 18.85%
$91.62 - $100.1 $326K - $356K
22.4K $2.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.22K
+ 3.69%
$50.57 - $50.77 $213K - $214K
119K $6M
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
SNPS
Synopsys Inc

Technology
640
+ 66.88%
$389.83 - $489.36 $249K - $313K
1.6K $623K
IEF
Ishares Barclays

ETFs
1.56K
+ 7.55%
$96.12 - $97.72 $150K - $153K
22.3K $2.15M
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
RGLD
Royal Gold Inc

Basic Materials
747
+ 32.85%
$169.08 - $206.65 $126K - $154K
3.02K $561K
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
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
528
+ 13.6%
$160.73 - $179.07 $84.9K - $94.5K
4.41K $738K
VZ
Verizon Communications Inc

Communication Services
6.2K
+ 11.31%
$38.4 - $43.83 $238K - $272K
61.1K $2.5M
FFIV
F5, Inc.

Technology
1.11K
+ 55.92%
$234.0 - $343.17 $261K - $382K
3.11K $726K
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
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