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
CTRA
Coterra Energy Inc.

Energy
-1.41K
- 6.05%
$22.71 - $27.63 $32K - $39K
21.9K $558K
ETN
Eaton Corp PLC

Industrials
-3
- 0.07%
$326.96 - $377.52 $981 - $1.13K
4.06K $1.35M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-36
- 0.97%
$69.3 - $74.3 $2.49K - $2.67K
3.67K $262K
CME
Cme Group Inc.

Financial Services
-120
- 4.44%
$221.17 - $246.02 $26.5K - $29.5K
2.59K $600K
ENB
Enbridge Inc

Energy
-438
- 3.52%
$40.4 - $43.92 $17.7K - $19.2K
12K $509K
DDD
3 D Systems Corp

Technology
-900
- 4.17%
$2.67 - $4.09 $2.4K - $3.68K
20.7K $67K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-400
- 1.07%
$14.38 - $15.35 $5.75K - $6.14K
37.1K $554K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-74
- 5.16%
$370.24 - $418.94 $27.4K - $31K
1.36K $545K
CSCO
Cisco Systems, Inc.

Technology
-1.76K
- 9.17%
$52.45 - $60.02 $92.1K - $105K
17.4K $1.03M
IVW
Ishares S&P 500 Growth ETF

ETFs
-160
- 3.44%
$94.43 - $105.47 $15.1K - $16.9K
4.49K $455K
BX
Blackstone Inc.

Financial Services
-100
- 5.65%
$148.45 - $199.05 $14.8K - $19.9K
1.67K $287K
UEC
Uranium Energy Corp

Energy
-1.36K
- 2.44%
$6.55 - $8.6 $8.89K - $11.7K
54.4K $363K
EMR
Emerson Electric CO

Industrials
-1.39K
- 10.62%
$108.13 - $134.33 $151K - $187K
11.7K $1.45M
XLF
Financial Sector Spdr

ETFs
-4
- 0.05%
$44.89 - $51.34 $180 - $205
8.59K $414K
ARLP
Alliance Resource Partners LP

Energy
-742
- 2.08%
$24.84 - $28.58 $18.4K - $21.2K
34.9K $917K
EPD
Enterprise Products Partners L.P.

Energy
-197
- 1.35%
$28.66 - $34.43 $5.65K - $6.78K
14.4K $451K
ADP
Automatic Data Processing Inc

Industrials
-114
- 2.65%
$280.08 - $307.97 $31.9K - $35.1K
4.19K $1.23M
AB
Alliancebernstein Holding L.P.

Financial Services
-430
- 1.79%
$34.59 - $38.68 $14.9K - $16.6K
23.6K $874K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.23%
$873.59 - $994.69 $2.62K - $2.98K
1.29K $1.18M
BMY
Bristol Myers Squibb CO

Healthcare
-247
- 2.27%
$51.92 - $59.94 $12.8K - $14.8K
10.7K $602K
DOCU
Docusign, Inc.

Technology
-1.55K
- 23.42%
$61.42 - $106.99 $95.3K - $166K
5.08K $456K
FFIV
F5, Inc.

Technology
-412
- 8.46%
$213.56 - $263.36 $88K - $109K
4.46K $1.12M
MA
Mastercard Inc

Financial Services
-142
- 3.67%
$491.3 - $536.15 $69.8K - $76.1K
3.73K $1.96M
USB
Us Bancorp \De\

Financial Services
-96
- 0.35%
$43.98 - $53.66 $4.22K - $5.15K
27.6K $1.32M
WFC
Wells Fargo & Company

Financial Services
-299
- 5.51%
$54.98 - $77.35 $16.4K - $23.1K
5.13K $360K
DIS
Walt Disney CO

Communication Services
-317
- 4.4%
$92.39 - $117.6 $29.3K - $37.3K
6.89K $766K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-726
- 13.21%
$138.3 - $192.95 $100K - $140K
4.77K $842K
CRWD
Crowd Strike Holdings, Inc.

Technology
-170
- 7.61%
$275.15 - $388.2 $46.8K - $66K
2.06K $705K
COIN
Coinbase Global, Inc.

Technology
-15
- 1.11%
$163.17 - $343.62 $2.45K - $5.15K
1.33K $330K
BA
Boeing CO

Industrials
-128
- 2.1%
$138.14 - $180.72 $17.7K - $23.1K
5.95K $1.05M
CRM
Salesforce, Inc.

Technology
-105
- 3.15%
$270.87 - $367.87 $28.4K - $38.6K
3.23K $1.08M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-35
- 1.86%
$260.53 - $404.79 $9.12K - $14.2K
1.85K $707K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-1.52K
- 4.73%
$58.22 - $78.62 $88.7K - $120K
30.7K $2.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-8
- 2.45%
$4100.99 - $5300.34 $32.8K - $42.4K
319 $1.58M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.08K
- 7.86%
$129.13 - $198.21 $139K - $214K
12.6K $2.34M
ET
Energy Transfer LP

Energy
-1.6K
- 2.12%
$16.05 - $19.86 $25.6K - $31.7K
73.8K $1.45M
NFLX
Netflix Inc

Communication Services
-37
- 2.41%
$687.65 - $936.56 $25.4K - $34.7K
1.5K $1.34M
SHAK
Shake Shack Inc.

Consumer Cyclical
-190
- 1.41%
$101.73 - $138.76 $19.3K - $26.4K
13.3K $1.73M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-10
- 0.11%
$146.47 - $191.01 $1.46K - $1.91K
9.06K $1.69M
V
Visa Inc.

Financial Services
-58
- 0.46%
$273.87 - $320.91 $15.9K - $18.6K
12.6K $3.97M
GOOGL
Alphabet Inc.

Communication Services
-160
- 0.62%
$161.86 - $196.66 $25.9K - $31.5K
25.7K $4.86M
JPM
Jpmorgan Chase & CO

Financial Services
-626
- 2.11%
$205.18 - $250.29 $128K - $157K
29.1K $6.98M
GOOG
Alphabet Inc.

Communication Services
-405
- 1.02%
$163.08 - $198.16 $66K - $80.3K
39.1K $7.45M
AVGO
Broadcom Inc.

Technology
-1.27K
- 6.47%
$159.67 - $250.0 $202K - $317K
18.3K $4.24M
NVDA
Nvidia Corp

Technology
-544
- 0.38%
$117.0 - $148.88 $63.6K - $81K
144K $19.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-616
- 3.89%
$213.65 - $479.86 $132K - $296K
15.2K $6.14M
AAPL
Apple Inc.

Technology
-5.65K
- 2.55%
$221.69 - $259.02 $1.25M - $1.46M
216K $54.1M
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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