Formidable Asset Management, LLC Reduced Holdings in Q4 2024

Formidable Asset Management, LLC

  • $587 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-18.2K
- 5.87%
$161.05 - $179.7 $2.93M - $3.27M
292K $49M
FLUX
Flux Power Holdings, Inc.

Industrials
-158K
- 5.71%
$1.58 - $3.28 $250K - $519K
2.62M $4.34M
FORH
ETF Opportunities Tr Formidabl

ETFs
-35.2K
- 3.77%
$21.03 - $23.8 $741K - $838K
900K $19M
CHE
Chemed Corp

Healthcare
-2.06K
- 9.3%
$517.44 - $613.19 $1.07M - $1.26M
20.1K $10.6M
JD
Jd.Com, Inc.

Consumer Cyclical
-29.6K
- 24.93%
$33.35 - $47.1 $988K - $1.39M
89.2K $3.09M
KONG
ETF Opportunities Tr Formidabl

ETFs
-44.2K
- 5.71%
$28.65 - $30.92 $1.27M - $1.37M
730K $20.9M
NEM
Newmont Corp

Basic Materials
-16K
- 34.44%
$37.0 - $58.68 $590K - $936K
30.4K $1.13M
DTH
Wisdomtree Tr

ETFs
-21.3K
- 21.5%
$37.38 - $41.11 $798K - $877K
77.9K $2.94M
XOM
Exxon Mobil Corp

Energy
-4.4K
- 6.92%
$105.51 - $125.37 $464K - $551K
59.2K $6.36M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.37K
- 10.52%
$82.28 - $117.52 $278K - $397K
28.7K $2.43M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-25.1K
- 58.99%
$34.25 - $37.94 $860K - $952K
17.4K $633K
ADBE
Adobe Inc.

Technology
-755
- 9.41%
$437.39 - $552.96 $330K - $417K
7.27K $3.23M
HDV
Ishares Core High Dividend ETF

ETFs
-6.59K
- 19.8%
$110.82 - $121.28 $730K - $799K
26.7K $3M
VKTX
Viking Therapeutics, Inc.

Healthcare
-2.49K
- 7.46%
$38.28 - $78.03 $95.2K - $194K
30.9K $1.24M
MO
Altria Group, Inc.

Consumer Defensive
-18.2K
- 26.01%
$49.06 - $57.74 $893K - $1.05M
51.7K $2.71M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.91K
- 16.48%
$87.1 - $98.49 $428K - $484K
24.9K $2.17M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-15.4K
- 1.45%
$8.17 - $8.66 $126K - $134K
1.05M $8.58M
TPL
Texas Pacific Land Corp

Energy
-923
- 63.96%
$915.49 - $1730.0 $845K - $1.6M
520 $575K
GE
General Electric CO

Industrials
-2.23K
- 20.27%
$159.95 - $194.23 $357K - $434K
8.78K $1.46M
NKE
Nike, Inc.

Consumer Cyclical
-3.71K
- 14.84%
$73.36 - $89.13 $272K - $331K
21.3K $1.61M
JNJ
Johnson & Johnson

Healthcare
-295
- 1.01%
$143.34 - $165.86 $42.3K - $48.9K
28.9K $4.18M
SYY
Sysco Corp

Consumer Defensive
-6.7K
- 35.46%
$73.63 - $81.77 $493K - $548K
12.2K $932K
UNH
Unitedhealth Group Inc

Healthcare
-188
- 3.54%
$485.52 - $625.25 $91.3K - $118K
5.13K $2.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
-927
- 27.42%
$567.81 - $607.81 $526K - $563K
2.45K $1.44M
TGT
Target Corp

Consumer Defensive
-1.72K
- 15.24%
$121.59 - $160.69 $209K - $277K
9.59K $1.3M
MSFT
Microsoft Corp

Technology
-96
- 0.2%
$406.35 - $454.46 $39K - $43.6K
47.2K $19.9M
MRK
Merck & Co., Inc.

Healthcare
-954
- 4.3%
$96.31 - $114.76 $91.9K - $109K
21.3K $2.11M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-7.21K
- 21.22%
$29.11 - $38.87 $210K - $280K
26.8K $783K
SBUX
Starbucks Corp

Consumer Cyclical
-2.43K
- 11.05%
$87.44 - $102.5 $213K - $249K
19.6K $1.78M
MBIN
Merchants Bancorp

Financial Services
-1K
- 2.82%
$35.94 - $45.87 $35.9K - $45.9K
34.4K $1.25M
GD
General Dynamics Corp

Industrials
-5
- 0.06%
$260.28 - $314.03 $1.3K - $1.57K
8.16K $2.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.33K
- 13.7%
$126.68 - $134.74 $295K - $314K
14.7K $1.87M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.4K
- 19.32%
$77.25 - $91.3 $494K - $584K
26.7K $2.28M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-6.1K
- 18.67%
$31.31 - $35.01 $191K - $214K
26.6K $831K
EL
Estee Lauder Companies Inc

Consumer Defensive
-2.09K
- 36.47%
$62.74 - $97.24 $131K - $203K
3.64K $273K
ABBV
Abb Vie Inc.

Healthcare
-440
- 4.03%
$164.99 - $203.87 $72.6K - $89.7K
10.5K $1.86M
HD
Home Depot, Inc.

Consumer Cyclical
-200
- 1.52%
$385.02 - $431.37 $77K - $86.3K
13K $5.06M
CVX
Chevron Corp

Energy
-1.51K
- 5.61%
$141.15 - $162.53 $213K - $246K
25.4K $3.68M
QCOM
Qualcomm Inc

Technology
-39
- 0.25%
$150.4 - $178.04 $5.87K - $6.94K
15.6K $2.4M
GPC
Genuine Parts CO

Consumer Cyclical
-993
- 19.2%
$113.11 - $143.63 $112K - $143K
4.18K $488K
AMAT
Applied Materials Inc

Technology
-133
- 2.54%
$161.44 - $213.89 $21.5K - $28.4K
5.1K $830K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-450
- 25.63%
$521.84 - $558.82 $235K - $251K
1.31K $703K
MPC
Marathon Petroleum Corp

Energy
-383
- 5.41%
$131.65 - $174.84 $50.4K - $67K
6.7K $934K
EME
Emcor Group, Inc.

Industrials
-566
- 33.16%
$427.96 - $526.95 $242K - $298K
1.14K $517K
CVS
Cvs Health Corp

Healthcare
-1.58K
- 22.5%
$43.78 - $67.46 $69.3K - $107K
5.46K $244K
MDT
Medtronic PLC

Healthcare
-1.82K
- 35.48%
$79.61 - $92.24 $145K - $168K
3.3K $263K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.01K
- 6.45%
$49.38 - $59.52 $50K - $60.2K
14.7K $741K
ERIE
Erie Indemnity CO

Financial Services
-76
- 5.93%
$401.65 - $542.86 $30.5K - $41.3K
1.21K $497K
TECH
Bio Techne Corp

Healthcare
-1.24K
- 9.95%
$66.37 - $78.17 $82.2K - $96.8K
11.2K $806K
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
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