Formidable Asset Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $609 Million distributed in 373 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $53.8M, Apple Inc. with a value of $51.7M, ETF Opportunities Tr Formidabl with a value of $22.5M, ETF Opportunities Tr Formidabl with a value of $21.7M, and Microsoft Corp with a value of $20.4M.

Examining the 13F form we can see an increase of $5.06M in the current position value, from $604M to 609M.

Formidable Asset Management, LLC is based out at Cincinnati, OH

Below you can find more details about Formidable Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $609 Million
Technology: $125 Million
ETFs: $104 Million
Consumer Defensive: $78.3 Million
Financial Services: $74.5 Million
Healthcare: $52.6 Million
Consumer Cyclical: $46 Million
Industrials: $42.5 Million
Communication Services: $32 Million
Other: $51.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 373
  • Current Value $609 Million
  • Prior Value $604 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 249 stocks
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