Formidable Asset Management, LLC Sells in Q4 2024

Formidable Asset Management, LLC

  • $587 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
-879
- 6.04%
$50.76 - $55.23 $44.6K - $48.5K
13.7K $710K
F
Ford Motor CO

Consumer Cyclical
-3.54K
- 20.23%
$9.69 - $11.4 $34.3K - $40.3K
14K $138K
APD
Air Products & Chemicals, Inc.

Basic Materials
-51
- 1.38%
$285.5 - $335.62 $14.6K - $17.1K
3.65K $1.06M
BDX
Becton Dickinson & CO

Healthcare
-10
- 0.36%
$220.02 - $243.75 $2.2K - $2.44K
2.79K $632K
VLO
Valero Energy Corp

Energy
-62
- 2.47%
$118.59 - $144.02 $7.35K - $8.93K
2.45K $299K
WTW
Willis Towers Watson PLC

Financial Services
-348
- 8.63%
$287.99 - $332.53 $100K - $116K
3.69K $1.15M
CAT
Caterpillar Inc

Industrials
-4
- 0.3%
$360.37 - $416.88 $1.44K - $1.67K
1.33K $483K
FEM
First Trust Emerging Markets A

ETFs
-95
- 0.5%
$22.03 - $24.21 $2.09K - $2.3K
18.9K $417K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-364
- 4.41%
$57.53 - $60.83 $20.9K - $22.1K
7.89K $453K
MNST
Monster Beverage Corp

Consumer Defensive
-780
- 5.66%
$49.24 - $56.38 $38.4K - $44K
13K $682K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-370
- 2.26%
$49.84 - $59.6 $18.4K - $22.1K
16K $847K
AEM
Agnico Eagle Mines LTD

Basic Materials
-133
- 1.49%
$75.99 - $88.85 $10.1K - $11.8K
8.77K $685K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-137
- 8.3%
$481.22 - $538.17 $65.9K - $73.7K
1.51K $774K
BAC
Bank Of America Corp

Financial Services
-6.55K
- 10.83%
$39.22 - $47.77 $257K - $313K
54K $2.37M
FIS
Fidelity National Information Services, Inc.

Technology
-79
- 0.97%
$80.14 - $90.95 $6.33K - $7.19K
8.05K $650K
SLB
Schlumberger Limited

Energy
-19
- 0.24%
$36.83 - $45.59 $700 - $866
7.92K $303K
ABNB
Airbnb, Inc.

Consumer Cyclical
-360
- 8.97%
$125.36 - $147.37 $45.1K - $53.1K
3.66K $480K
TT
Trane Technologies PLC

Industrials
-25
- 3.04%
$369.35 - $419.14 $9.23K - $10.5K
797 $294K
MAA
Mid America Apartment Communities Inc.

Real Estate
-78
- 2.66%
$149.17 - $165.2 $11.6K - $12.9K
2.86K $441K
BP
Bp PLC

Energy
-407
- 5.61%
$28.16 - $33.14 $11.5K - $13.5K
6.85K $202K
PARA
Paramount Global

Communication Services
-2.19K
- 17.67%
$10.27 - $11.57 $22.5K - $25.4K
10.2K $106K
FDS
Factset Research Systems Inc

Financial Services
-136
- 6.74%
$449.69 - $495.72 $61.2K - $67.4K
1.88K $903K
JNPR
Juniper Networks Inc

Technology
-230
- 2.44%
$35.08 - $39.26 $8.07K - $9.03K
9.21K $345K
HES
Hess Corp

Energy
-77
- 1.99%
$127.66 - $148.65 $9.83K - $11.4K
3.79K $503K
FITB
Fifth Third Bancorp

Financial Services
-200
- 1.2%
$41.76 - $48.44 $8.35K - $9.69K
16.4K $693K
TJX
Tjx Companies Inc

Consumer Cyclical
-401
- 4.29%
$112.15 - $127.2 $45K - $51K
8.94K $1.08M
VT
Vanguard Total World Stk Index

ETFs
-89
- 2.48%
$117.09 - $123.07 $10.4K - $11K
3.5K $411K
GWW
W.W. Grainger, Inc.

Industrials
-47
- 1.87%
$1023.06 - $1220.93 $48.1K - $57.4K
2.46K $2.6M
FARM
Farmer Brothers CO

Consumer Defensive
-3.94K
- 25.81%
$1.7 - $2.29 $6.7K - $9.02K
11.3K $21K
BFIX
Build Fds Tr Bd Innovation ETF
-750
- 4.5%
$24.13 - $25.07 $18.1K - $18.8K
15.9K $393K
ALL
Allstate Corp

Financial Services
-119
- 2.58%
$181.25 - $208.2 $21.6K - $24.8K
4.5K $867K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-1K
- 5.18%
$5.64 - $5.93 $5.64K - $5.93K
18.3K $104K
FDX
Fedex Corp

Industrials
-50
- 6.01%
$260.5 - $305.15 $13K - $15.3K
782 $220K
LCID
Lucid Group, Inc.

Consumer Cyclical
-25
- 0.24%
$2.01 - $3.44 $50.2 - $86
10.2K $30K
SNA
Snap On Inc

Industrials
-374
- 15.07%
$285.44 - $371.35 $107K - $139K
2.11K $715K
RYJ
Invesco Exchange Traded Fd Tr

ETFs
-50
- 1.35%
N/A
3.67K $254K
MSI
Motorola Solutions, Inc.

Technology
-40
- 2.94%
$449.08 - $504.6 $18K - $20.2K
1.32K $609K
OPK
Opko Health, Inc.

Healthcare
-600
- 3.83%
$1.4 - $1.64 $840 - $984
15K $22K
Canadian Pacific Kansas City
-637
- 3.08%
N/A
20.1K $0
UTES
Virtus Reaves Utilities ETF
-400
- 8.06%
N/A
4.56K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-64
- 0.16%
N/A
40.1K $0
Sitio Royalties Corp
-630
- 2.42%
N/A
25.4K $0
Katapult Holdings Inc
-400
- 3.33%
N/A
11.6K $0
First Tr Exchng Traded Fd Vi
-1.56K
- 2.59%
N/A
58.8K $0
Lithium Americas Argentina C
-30.4K
- 6.92%
N/A
409K $0
Ge Vernova Inc
-102
- 4.0%
N/A
2.45K $0
Lithium Amers Corp New
-24.6K
- 6.12%
N/A
377K $0
Ge Healthcare Technologies I
-508
- 16.44%
N/A
2.58K $0
Linde PLC
-14
- 1.09%
N/A
1.27K $0
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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