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
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-1.06K
- 3.62%
$8.76 - $8.98 $9.3K - $9.54K
28.2K $247K
TT
Trane Technologies PLC

Industrials
-29
- 3.63%
$408.5 - $448.65 $11.8K - $13K
769 $321K
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 0.81%
$653.02 - $687.39 $13.7K - $14.4K
2.56K $1.7M
FV
First Trust Dorsey Wright Focu

ETFs
-157
- 3.3%
$60.63 - $62.78 $9.52K - $9.86K
4.6K $279K
ABBV
Abb Vie Inc.

Healthcare
-171
- 1.65%
$211.96 - $244.38 $36.2K - $41.8K
10.2K $2.39M
XLF
Financial Sector Spdr

ETFs
-20
- 0.24%
$51.76 - $53.77 $1.04K - $1.08K
8.19K $429K
ALL
Allstate Corp

Financial Services
-46
- 1.07%
$190.0 - $214.3 $8.74K - $9.86K
4.26K $913K
VLO
Valero Energy Corp

Energy
-208
- 8.6%
$156.39 - $181.76 $32.5K - $37.8K
2.21K $402K
OPK
Opko Health, Inc.

Healthcare
-3K
- 20.98%
$1.28 - $1.58 $3.84K - $4.74K
11.3K $14K
EPD
Enterprise Products Partners L.P.

Energy
-672
- 4.58%
$30.19 - $32.26 $20.3K - $21.7K
14K $451K
BDX
Becton Dickinson & CO

Healthcare
-85
- 3.05%
$176.39 - $193.93 $15K - $16.5K
2.7K $515K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-74
- 0.49%
$50.35 - $52.33 $3.73K - $3.87K
15.1K $769K
AB
Alliancebernstein Holding L.P.

Financial Services
-600
- 3.19%
$37.26 - $40.4 $22.4K - $24.2K
18.2K $716K
Ge Vernova Inc
-371
- 19.05%
N/A
1.58K $0
First Tr Exchng Traded Fd Vi
-7.39K
- 13.47%
N/A
47.5K $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.52%
$459.47 - $491.71 $3.22K - $3.44K
1.33K $626K
OBIL
Rbb Fd Inc Us Treas 12 Month B
-1.29K
- 3.41%
N/A
36.5K $0
Viper Energy Inc
-612
- 5.71%
N/A
10.1K $0
Grayscale Ethereum Trust ETF
-160
- 0.6%
N/A
26.4K $0
Aptiv PLC
-350
- 5.71%
N/A
5.78K $0
Ishares Bitcoin Trust ETF
-817
- 3.43%
N/A
23K $0
Canadian Pacific Kansas City
-1.88K
- 10.95%
N/A
15.3K $0
Blackrock Inc
-98
- 11.81%
N/A
732 $0
KPLTW
Katapult Hldgs Inc Wt Exp 06/0
-6K
- 16.67%
$0.01 - $0.01 $60 - $60
30K $0
Katapult Holdings Inc
-905
- 8.22%
N/A
10.1K $0
Rbb Fd Inc
-2.53K
- 25.77%
N/A
7.29K $0
Lithium Amers Corp New
-43.8K
- 17.87%
N/A
201K $0
Linde PLC
-4
- 0.33%
N/A
1.21K $0
Ishares Ethereum Tr
-373
- 1.48%
N/A
24.9K $0
UTES
Virtus Reaves Utilities ETF
-1.4K
- 35.89%
N/A
2.5K $0
Lithium Argentina Ag
-29.5K
- 8.56%
N/A
315K $0
Labcorp Holdings Inc
-155
- 11.24%
N/A
1.22K $0
Organigram Global Inc
-5.07K
- 3.4%
N/A
144K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-23.2K
- 20.65%
N/A
89.2K $0
MDT
Medtronic PLC

Healthcare
-15
- 0.49%
$90.06 - $98.43 $1.35K - $1.48K
3.04K $292K
IVW
Ishares S&P 500 Growth ETF

ETFs
-12
- 0.11%
$118.29 - $126.28 $1.42K - $1.52K
10.5K $1.27M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-200
- 18.57%
$557.73 - $694.99 $112K - $139K
877 $608K
AFL
Aflac Inc

Financial Services
-3
- 0.11%
$105.7 - $115.01 $317 - $345
2.62K $299K
G
Genpact LTD

Technology
-892
- 5.71%
$37.89 - $45.54 $33.8K - $40.6K
14.7K $661K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.37K
- 5.71%
$33.19 - $35.78 $45.5K - $49K
22.6K $801K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.01%
$92.24 - $96.56 $92.2 - $96.6
8.13K $774K
GILD
Gilead Sciences, Inc.

Healthcare
-113
- 5.08%
$110.56 - $125.2 $12.5K - $14.1K
2.11K $262K
MMM
3 M CO

Industrials
-105
- 2.45%
$148.75 - $171.6 $15.6K - $18K
4.17K $690K
HURN
Huron Consulting Group Inc.

Industrials
-168
- 5.69%
$145.01 - $169.61 $24.4K - $28.5K
2.78K $460K
KO
Coca Cola CO

Consumer Defensive
-446
- 3.2%
$66.1 - $71.61 $29.5K - $31.9K
13.5K $952K
AMGN
Amgen Inc

Healthcare
-978
- 15.48%
$290.13 - $341.71 $284K - $334K
5.34K $1.82M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-76
- 3.82%
$402.9 - $437.15 $30.6K - $33.2K
1.91K $829K
DE
Deere & CO

Industrials
-48
- 1.22%
$439.11 - $480.78 $21.1K - $23.1K
3.88K $1.85M
CAT
Caterpillar Inc

Industrials
-20
- 1.54%
$480.82 - $585.49 $9.62K - $11.7K
1.28K $707K
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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