Formidable Asset Management, LLC Purchases in Q1 2025

Formidable Asset Management, LLC

  • $574 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
142K
New
$15.77 - $17.14 $2.24M - $2.43M
142K $2.24M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.36K
+ 15.19%
$80.53 - $147.57 $351K - $643K
33.1K $4.37M
CHE
Chemed Corp

Healthcare
1
+ 0.0%
$521.84 - $615.32 $522 - $615
20.1K $12.4M
PG
Procter & Gamble CO

Consumer Defensive
963
+ 0.33%
$158.56 - $176.26 $153K - $170K
293K $50M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
176
+ 1.64%
$442.66 - $534.52 $77.9K - $94.1K
10.9K $5.81M
CORT
Corcept Therapeutics Inc

Healthcare
7.81K
New
$49.85 - $114.22 $389K - $892K
7.81K $891K
FLUX
Flux Power Holdings, Inc.

Industrials
389K
+ 14.87%
$1.21 - $2.23 $471K - $867K
3M $5.17M
HQL
Tekla Life Sciences Investors

Financial Services
64K
New
$12.69 - $14.36 $812K - $919K
64K $811K
PHM
Pultegroup Inc

Consumer Cyclical
7.12K
New
$101.09 - $118.51 $720K - $844K
7.12K $731K
INTU
Intuit Inc

Technology
1.18K
New
$555.63 - $630.23 $656K - $744K
1.18K $725K
CVX
Chevron Corp

Energy
264
+ 1.04%
$146.71 - $167.97 $38.7K - $44.3K
25.7K $4.3M
INTC
Intel Corp

Technology
20.6K
+ 71.62%
$19.1 - $27.39 $394K - $565K
49.4K $1.12M
UBER
Uber Technologies, Inc

Technology
5.81K
+ 59.57%
$63.17 - $81.49 $367K - $473K
15.6K $1.13M
AMGN
Amgen Inc

Healthcare
468
+ 6.4%
$258.59 - $327.36 $121K - $153K
7.78K $2.43M
AMD
Advanced Micro Devices Inc

Technology
6.42K
+ 57.96%
$96.63 - $129.55 $620K - $832K
17.5K $1.8M
PAGP
Plains Gp Holdings LP

Energy
21.4K
New
$18.52 - $22.13 $397K - $474K
21.4K $457K
V
Visa Inc.

Financial Services
23
+ 0.18%
$306.92 - $362.71 $7.06K - $8.34K
12.6K $4.42M
YOU
Clear Secure, Inc.

Technology
17K
New
$22.12 - $27.62 $377K - $471K
17K $441K
ADT
Adt Inc.

Industrials
54.1K
New
$6.87 - $8.23 $372K - $445K
54.1K $440K
GLDM
World Gold Trust

ETFs
4.9K
+ 35.82%
$52.19 - $61.89 $255K - $303K
18.6K $1.15M
IBM
International Business Machines Corp

Technology
270
+ 2.13%
$217.4 - $264.74 $58.7K - $71.5K
13K $3.22M
PINS
Pinterest, Inc.

Communication Services
13.7K
New
$29.79 - $40.0 $407K - $546K
13.7K $423K
VZ
Verizon Communications Inc

Communication Services
3.21K
+ 6.62%
$37.81 - $46.49 $121K - $149K
51.7K $2.35M
CAAP
Corporacion America Airports S.A.

Industrials
20.6K
New
$17.5 - $20.0 $361K - $412K
20.6K $377K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
21.2K
New
$17.74 - $22.07 $376K - $467K
21.2K $375K
ABBV
Abb Vie Inc.

Healthcare
119
+ 1.14%
$169.2 - $216.66 $20.1K - $25.8K
10.6K $2.22M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
21.1K
New
$16.47 - $17.25 $348K - $364K
21.1K $351K
NEM
Newmont Corp

Basic Materials
323
+ 1.06%
$37.79 - $48.39 $12.2K - $15.6K
30.7K $1.48M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.84K
New
$161.05 - $222.93 $297K - $411K
1.84K $338K
HOLX
Hologic Inc

Healthcare
5.45K
New
$60.7 - $73.77 $331K - $402K
5.45K $336K
PEP
Pepsico Inc

Consumer Defensive
2.49K
+ 12.04%
$142.64 - $156.42 $355K - $389K
23.1K $3.47M
ZTS
Zoetis Inc.

Healthcare
1.92K
New
$156.48 - $175.67 $301K - $337K
1.92K $316K
D
Dominion Energy, Inc

Utilities
5.59K
New
$52.85 - $57.43 $295K - $321K
5.59K $313K
HEZU
Ishares Currency Hedged Msci E

ETFs
7.86K
New
$35.85 - $40.72 $282K - $320K
7.86K $306K
MCD
Mcdonalds Corp

Consumer Cyclical
227
+ 2.31%
$279.74 - $321.29 $63.5K - $72.9K
10K $3.14M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.64K
New
$106.46 - $114.75 $281K - $302K
2.64K $290K
SHV
Ishares Tr

ETFs
2.61K
+ 61.88%
$110.11 - $110.51 $287K - $288K
6.82K $752K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.45K
New
$81.83 - $82.73 $282K - $285K
3.45K $285K
BK
Bank Of New York Mellon Corp

Financial Services
2.94K
New
$75.42 - $88.95 $222K - $262K
2.94K $246K
ED
Consolidated Edison Inc

Utilities
2.19K
New
$88.0 - $110.59 $192K - $242K
2.19K $241K
ITW
Illinois Tool Works Inc

Industrials
939
New
$244.9 - $274.48 $230K - $258K
939 $232K
MSTR
Microstrategy Inc

Technology
789
New
$239.27 - $396.5 $189K - $313K
789 $227K
PAYX
Paychex Inc

Industrials
1.46K
New
$136.06 - $154.52 $198K - $225K
1.46K $224K
ELV
Elevance Health, Inc.

Healthcare
510
New
$365.9 - $436.25 $187K - $222K
510 $221K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
9.2K
New
$23.71 - $27.77 $218K - $255K
9.2K $218K
AMT
American Tower Corp

Real Estate
435
+ 12.24%
$173.46 - $217.6 $75.5K - $94.7K
3.99K $868K
ADSK
Autodesk, Inc.

Technology
870
New
N/A
870 $213K
EQT
Eqt Corp

Energy
3.97K
New
$46.16 - $54.25 $183K - $215K
3.97K $212K
BSX
Boston Scientific Corp

Healthcare
2.05K
New
$89.38 - $106.18 $183K - $217K
2.05K $206K
Activity Summary
Buys All Purchases 167 New Holdings 37 Increased Positions 130 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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