Formidable Asset Management, LLC Purchases in Q3 2024

Formidable Asset Management, LLC

  • $609 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
12.7K
+ 4.26%
$160.76 - $177.82 $2.04M - $2.25M
311K $53.8M
JD
Jd.Com, Inc.

Consumer Cyclical
42.1K
+ 54.82%
$24.95 - $40.01 $1.05M - $1.68M
119K $4.75M
VIG
Vanguard Dividend Appreciation

ETFs
12.7K
New
$182.15 - $182.15 $2.31M - $2.31M
12.7K $2.31M
RYLD
Global X Fds Russell 2000 Cove

ETFs
104K
New
$15.22 - $16.33 $1.58M - $1.7M
104K $1.68M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.29K
+ 4.19%
$72.18 - $107.33 $93.1K - $138K
32.1K $3.4M
FFIV
F5, Inc.

Technology
4.87K
New
$170.44 - $223.6 $830K - $1.09M
4.87K $1.07M
EOG
Eog Resources Inc

Energy
7.97K
+ 186.32%
$117.9 - $132.65 $940K - $1.06M
12.2K $1.51M
URA
Global X Uranium ETF

ETFs
31.8K
New
$23.18 - $31.26 $736K - $993K
31.8K $908K
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 0.59%
$333.64 - $405.2 $25.7K - $31.2K
13.2K $5.35M
ADBE
Adobe Inc.

Technology
2.02K
+ 33.75%
$508.13 - $586.55 $1.03M - $1.19M
8.02K $4.15M
CCJ
Cameco Corp

Energy
16.5K
New
$36.9 - $53.72 $610K - $889K
16.5K $789K
VKTX
Viking Therapeutics, Inc.

Healthcare
7.64K
+ 29.7%
$49.84 - $70.47 $381K - $538K
33.4K $2.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
220
+ 2.08%
$405.19 - $478.57 $89.1K - $105K
10.8K $4.98M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
14.9K
New
$30.55 - $41.25 $456K - $616K
14.9K $616K
MCD
Mcdonalds Corp

Consumer Cyclical
147
+ 1.54%
$245.82 - $304.51 $36.1K - $44.8K
9.71K $2.96M
HUYA
Huya Inc.

Communication Services
80.1K
+ 388.83%
$3.95 - $5.1 $316K - $409K
101K $513K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.58K
+ 9.46%
$89.91 - $101.33 $232K - $261K
29.8K $2.92M
GE
General Electric CO

Industrials
283
+ 2.64%
$156.66 - $189.66 $44.3K - $53.7K
11K $2.08M
RBCAA
Republic Bancorp Inc

Financial Services
292
+ 0.98%
$51.45 - $68.36 $15K - $20K
30.1K $1.97M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.98K
New
$80.13 - $88.89 $319K - $354K
3.98K $351K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.5K
+ 9.46%
$50.25 - $50.74 $326K - $330K
75.1K $3.81M
DELL
Dell Technologies Inc.

Technology
5.5K
+ 35.1%
$87.89 - $145.97 $483K - $802K
21.2K $2.51M
UEC
Uranium Energy Corp

Energy
55.7K
New
$4.26 - $6.85 $237K - $382K
55.7K $345K
ATO
Atmos Energy Corp

Utilities
1.75K
+ 38.67%
$114.08 - $138.75 $200K - $243K
6.28K $870K
SLB
Schlumberger Limited

Energy
7.94K
New
$39.57 - $49.67 $314K - $394K
7.94K $332K
LRCX
Lam Research Corp

Technology
378
New
$731.56 - $1127.3 $277K - $426K
378 $308K
FDL
First Tr Morningstar Dividend

ETFs
5.78K
+ 58.4%
$37.66 - $42.06 $218K - $243K
15.7K $657K
OXY
Occidental Petroleum Corp

Energy
5.42K
New
$49.91 - $63.73 $270K - $345K
5.42K $279K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.89K
+ 2.72%
$32.65 - $36.69 $61.8K - $69.5K
71.4K $2.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.72K
New
$36.02 - $41.68 $242K - $280K
6.72K $277K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.71K
New
$66.31 - $74.08 $246K - $274K
3.71K $272K
ETN
Eaton Corp PLC

Industrials
634
+ 18.51%
$272.52 - $333.02 $173K - $211K
4.06K $1.34M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.22K
New
$72.41 - $86.76 $233K - $279K
3.22K $265K
DUK
Duke Energy Corp

Utilities
361
+ 2.57%
$99.35 - $117.71 $35.9K - $42.5K
14.4K $1.66M
DE
Deere & CO

Industrials
144
+ 3.6%
$344.84 - $418.0 $49.7K - $60.2K
4.14K $1.73M
TDVG
T Rowe Price Exchange Traded F

Technology
2.82K
+ 6.22%
$37.87 - $40.96 $107K - $116K
48.2K $1.97M
ED
Consolidated Edison Inc

Utilities
2.19K
New
$88.42 - $104.97 $193K - $230K
2.19K $227K
V
Visa Inc.

Financial Services
254
+ 2.05%
$253.74 - $291.56 $64.4K - $74.1K
12.6K $3.47M
PEG
Public Service Enterprise Group Inc

Utilities
2.5K
New
$73.58 - $89.21 $184K - $223K
2.5K $223K
PEP
Pepsico Inc

Consumer Defensive
660
+ 3.31%
$161.9 - $179.3 $107K - $118K
20.6K $3.5M
EXPE
Expedia Group, Inc.

Consumer Cyclical
77
+ 0.86%
$112.12 - $149.09 $8.63K - $11.5K
9.07K $1.34M
SLV
I Shares Silver Trust

ETFs
7.19K
New
$24.33 - $29.38 $175K - $211K
7.19K $204K
KBH
Kb Home

Consumer Cyclical
2.37K
New
$65.35 - $89.63 $155K - $212K
2.37K $203K
SHW
Sherwin Williams CO

Basic Materials
530
New
$294.65 - $384.0 $156K - $204K
530 $202K
AEE
Ameren Corp

Utilities
2.31K
New
$70.45 - $87.46 $162K - $202K
2.31K $201K
VZ
Verizon Communications Inc

Communication Services
814
+ 1.91%
$38.89 - $45.0 $31.7K - $36.6K
43.4K $1.95M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2K
+ 10.52%
$33.89 - $41.64 $67.8K - $83.3K
21K $836K
AVGO
Broadcom Inc.

Technology
17.6K
+ 885.4%
$136.27 - $1745.86 $2.4M - $30.7M
19.6K $3.38M
DHI
Horton D R Inc

Consumer Cyclical
415
+ 20.49%
$135.21 - $197.06 $56.1K - $81.8K
2.44K $465K
Activity Summary
Buys All Purchases 99 New Holdings 25 Increased Positions 74 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Formidable Asset Management, LLC Portfolio

Follow Formidable Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Formidable Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Formidable Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email