Formidable Asset Management, LLC Sells in Q4 2025

Formidable Asset Management, LLC

  • $641 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-19
- 0.07%
$609.01 - $751.67 $11.6K - $14.3K
26.9K $16.4M
PG
Procter & Gamble CO

Consumer Defensive
-4.47K
- 1.55%
$145.5 - $153.18 $650K - $684K
285K $41.5M
CHE
Chemed Corp

Healthcare
-3.49K
- 17.2%
$429.66 - $465.54 $1.5M - $1.62M
16.8K $7.31M
FORH
ETF Opportunities Tr Formidabl

ETFs
-25.5K
- 3.13%
$24.19 - $27.45 $617K - $701K
790K $19.5M
MSTR
Microstrategy Inc

Technology
-3.45K
- 73.93%
$199.75 - $359.69 $688K - $1.24M
1.22K $242K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-171K
- 10.66%
$4.65 - $5.25 $796K - $899K
1.43M $7.03M
ORCL
Oracle Corp

Technology
-1.09K
- 7.42%
$217.57 - $313.0 $237K - $341K
13.6K $2.99M
NVO
Novo Nordisk A S

Healthcare
-15.3K
- 66.49%
$45.68 - $59.65 $697K - $911K
7.69K $372K
MO
Altria Group, Inc.

Consumer Defensive
-8.6K
- 19.86%
$56.38 - $66.65 $485K - $573K
34.7K $2.02M
HDV
Ishares Core High Dividend ETF

ETFs
-6.74K
- 26.43%
$118.22 - $122.79 $796K - $827K
18.8K $2.29M
HD
Home Depot, Inc.

Consumer Cyclical
-464
- 3.98%
$358.03 - $397.02 $166K - $184K
11.2K $4M
GWW
W.W. Grainger, Inc.

Industrials
-709
- 33.38%
$926.21 - $979.0 $657K - $694K
1.42K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
-1.74K
- 29.08%
$320.52 - $369.92 $556K - $642K
4.23K $1.36M
JD
Jd.Com, Inc.

Consumer Cyclical
-9.17K
- 13.37%
$29.31 - $36.17 $269K - $332K
59.4K $1.76M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-63.8K
- 6.51%
$9.01 - $9.36 $575K - $597K
916K $8.3M
BA
Boeing CO

Industrials
-2.43K
- 50.71%
$191.81 - $225.32 $466K - $548K
2.36K $453K
JPM
Jpmorgan Chase & CO

Financial Services
-558
- 2.04%
$294.11 - $320.41 $164K - $179K
26.9K $8.07M
INTC
Intel Corp

Technology
-17.8K
- 43.0%
$34.71 - $41.53 $618K - $740K
23.6K $819K
GD
General Dynamics Corp

Industrials
-1.64K
- 20.96%
$330.59 - $353.77 $542K - $580K
6.18K $2.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.69K
- 6.06%
$191.01 - $199.18 $514K - $536K
41.7K $8.1M
MSFT
Microsoft Corp

Technology
-36
- 0.08%
$496.82 - $542.07 $17.9K - $19.5K
47.9K $24.3M
WTW
Willis Towers Watson PLC

Financial Services
-1.33K
- 42.1%
$313.1 - $349.93 $417K - $466K
1.83K $590K
GE
General Electric CO

Industrials
-1.62K
- 20.18%
$291.49 - $314.28 $471K - $508K
6.39K $1.92M
ROST
Ross Stores, Inc.

Consumer Cyclical
-3.21K
- 46.16%
$147.71 - $162.85 $474K - $523K
3.75K $601K
PHM
Pultegroup Inc

Consumer Cyclical
-2.37K
- 32.35%
$118.23 - $137.61 $280K - $326K
4.96K $586K
UTHR
United Therapeutics Corp

Healthcare
-1K
- 48.54%
$415.34 - $466.4 $415K - $466K
1.06K $494K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-7.17K
- 41.97%
$50.39 - $55.82 $361K - $400K
9.91K $541K
PINS
Pinterest, Inc.

Communication Services
-8.54K
- 37.23%
$25.75 - $35.24 $220K - $301K
14.4K $383K
SHAK
Shake Shack Inc.

Consumer Cyclical
-3.54K
- 39.55%
$86.76 - $96.79 $307K - $343K
5.42K $490K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-3.81K
- 13.86%
$65.02 - $70.68 $248K - $269K
23.7K $1.57M
NICE
Nice Ltd.

Technology
-2.16K
- 43.03%
$123.99 - $139.19 $268K - $301K
2.86K $382K
URA
Global X Uranium ETF

ETFs
-5.69K
- 20.22%
$44.75 - $58.11 $254K - $330K
22.4K $1M
DOCU
Docusign, Inc.

Technology
-4.36K
- 47.19%
$67.01 - $73.14 $292K - $319K
4.88K $330K
PM
Philip Morris International Inc.

Consumer Defensive
-1.65K
- 23.39%
$144.33 - $160.86 $238K - $265K
5.4K $825K
GLDM
World Gold Trust

ETFs
-4.96K
- 26.21%
$76.32 - $86.69 $378K - $430K
14K $1.13M
QCOM
Qualcomm Inc

Technology
-1.9K
- 11.79%
$153.59 - $187.68 $292K - $357K
14.2K $2.37M
NVDA
Nvidia Corp

Technology
-1.55K
- 1.07%
$179.83 - $207.04 $279K - $321K
143K $26.7M
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.87K
- 26.76%
$81.8 - $90.01 $235K - $259K
7.86K $661K
SBUX
Starbucks Corp

Consumer Cyclical
-3.26K
- 21.04%
$78.46 - $87.26 $256K - $285K
12.2K $1.04M
GPC
Genuine Parts CO

Consumer Cyclical
-1.81K
- 54.94%
$122.69 - $140.39 $222K - $254K
1.48K $188K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-795
- 6.19%
$73.78 - $98.43 $58.7K - $78.3K
12K $888K
TDVG
T Rowe Price Exchange Traded F

Technology
-6.27K
- 10.7%
$43.17 - $44.88 $271K - $281K
52.3K $2.32M
CORT
Corcept Therapeutics Inc

Healthcare
-2.44K
- 28.1%
$71.1 - $90.32 $173K - $220K
6.23K $470K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-6.63K
- 51.11%
$38.94 - $47.57 $258K - $315K
6.34K $272K
USB
Us Bancorp \De\

Financial Services
-3.42K
- 12.85%
$45.28 - $48.26 $155K - $165K
23.2K $1.05M
NKE
Nike, Inc.

Consumer Cyclical
-1.57K
- 8.35%
$60.8 - $74.57 $95.5K - $117K
17.2K $1.08M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
-2.78K
- 21.41%
$53.2 - $60.47 $148K - $168K
10.2K $542K
RTX
Raytheon Technologies Corp

Industrials
-1.63K
- 20.74%
$157.0 - $179.44 $255K - $292K
6.22K $1.09M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-6.51K
- 4.68%
$24.01 - $24.68 $156K - $161K
132K $3.18M
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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