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
SJM
J M Smucker CO

Consumer Defensive
1.74K
New
$100.41 - $118.41 $175K - $206K
1.74K $206K
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.51K
New
$25.69 - $26.89 $193K - $202K
7.51K $201K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
+ 0.67%
$402.49 - $513.76 $5.63K - $7.19K
2.1K $1.02M
VMO
Invesco Municipal Opportunity Trust

Financial Services
18.9K
New
$9.44 - $9.93 $178K - $187K
18.9K $178K
CME
Cme Group Inc.

Financial Services
331
+ 12.8%
$225.82 - $266.54 $74.7K - $88.2K
2.92K $773K
PLTR
Palantir Technologies Inc.

Technology
1.25K
+ 20.64%
$64.98 - $124.62 $81.1K - $156K
7.3K $615K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.64K
+ 3.19%
$50.39 - $50.66 $133K - $134K
85.5K $4.33M
FDL
First Tr Morningstar Dividend

ETFs
1.19K
+ 3.83%
$39.69 - $43.83 $47.2K - $52.2K
32.2K $1.4M
FAST
Fastenal CO

Industrials
1.22K
+ 13.47%
$71.11 - $79.98 $86.6K - $97.4K
10.3K $795K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
989
+ 10.48%
$67.08 - $76.14 $66.3K - $75.3K
10.4K $768K
VIG
Vanguard Dividend Appreciation

ETFs
699
+ 4.36%
N/A
16.7K $3.05M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.93K
+ 28.09%
$48.65 - $53.06 $93.9K - $102K
8.8K $457K
UNP
Union Pacific Corp

Industrials
346
+ 6.54%
$225.21 - $254.42 $77.9K - $88K
5.64K $1.33M
ASML
Asml Holding Nv

Technology
232
+ 23.94%
$662.63 - $776.99 $154K - $180K
1.2K $795K
UNH
Unitedhealth Group Inc

Healthcare
48
+ 0.94%
$461.52 - $548.18 $22.2K - $26.3K
5.18K $2.71M
CB
Chubb LTD

Financial Services
12
+ 0.28%
$257.71 - $301.99 $3.09K - $3.62K
4.31K $1.3M
T
At&T Inc.

Communication Services
20
+ 0.1%
$21.56 - $28.28 $431 - $566
20.5K $578K
EOG
Eog Resources Inc

Energy
317
+ 2.48%
$120.54 - $138.05 $38.2K - $43.8K
13.1K $1.68M
BTI
British American Tobacco P.L.C.

Consumer Defensive
586
+ 3.36%
$35.35 - $42.74 $20.7K - $25K
18K $745K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
12.8K
New
$8.44 - $9.01 $108K - $115K
12.8K $109K
SLB
Schlumberger Limited

Energy
1.77K
+ 22.35%
$38.4 - $43.74 $68K - $77.4K
9.69K $404K
DFIV
Dimensional ETF Tr

ETFs
1.09K
+ 7.96%
$35.33 - $40.77 $38.4K - $44.4K
14.8K $580K
MU
Micron Technology Inc

Technology
935
+ 18.31%
$86.89 - $109.38 $81.2K - $102K
6.04K $524K
BKR
Baker Hughes CO

Energy
1.67K
+ 31.67%
$41.16 - $48.85 $68.9K - $81.7K
6.96K $305K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
801
+ 49.88%
$165.25 - $224.62 $132K - $180K
2.41K $399K
NVS
Novartis Ag

Healthcare
285
+ 8.73%
$97.14 - $115.57 $27.7K - $32.9K
3.55K $395K
WM
Waste Management Inc

Industrials
45
+ 1.98%
$200.54 - $233.78 $9.02K - $10.5K
2.32K $536K
CTRA
Coterra Energy Inc.

Energy
120
+ 0.55%
$25.51 - $29.83 $3.06K - $3.58K
22K $635K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.18K
+ 28.93%
$69.82 - $78.67 $82.6K - $93.1K
5.27K $371K
DHI
Horton D R Inc

Consumer Cyclical
1K
+ 21.43%
$125.29 - $147.65 $125K - $148K
5.67K $721K
ALL
Allstate Corp

Financial Services
4
+ 0.09%
$180.99 - $210.18 $724 - $841
4.5K $932K
OXY
Occidental Petroleum Corp

Energy
1.28K
+ 16.7%
$45.45 - $52.7 $58.2K - $67.5K
8.95K $441K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
639
+ 12.0%
$65.49 - $74.67 $41.8K - $47.7K
5.96K $427K
APD
Air Products & Chemicals, Inc.

Basic Materials
140
+ 3.84%
$283.24 - $338.07 $39.7K - $47.3K
3.79K $1.12M
OKE
Oneok Inc

Energy
689
+ 6.51%
$89.57 - $109.85 $61.7K - $75.7K
11.3K $1.12M
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.05%
$121.01 - $149.31 $121 - $149
2.19K $322K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
939
+ 7.11%
$37.07 - $40.63 $34.8K - $38.2K
14.1K $556K
NSC
Norfolk Southern Corp

Industrials
179
+ 6.53%
$227.69 - $259.76 $40.8K - $46.5K
2.92K $691K
RSG
Republic Services, Inc.

Industrials
1
+ 0.08%
$200.09 - $242.16 $200 - $242
1.18K $285K
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.09%
$89.14 - $117.41 $178 - $235
2.29K $257K
HUYA
Huya Inc.

Communication Services
9.5K
+ 8.8%
$2.85 - $4.54 $27.1K - $43.1K
118K $377K
GGG
Graco Inc

Industrials
595
+ 7.65%
$80.53 - $87.54 $47.9K - $52.1K
8.38K $699K
MAA
Mid America Apartment Communities Inc.

Real Estate
19
+ 0.67%
$146.9 - $170.92 $2.79K - $3.25K
2.87K $481K
JEPI
J P Morgan Exchange Traded Fd

ETFs
568
+ 7.2%
$56.17 - $59.71 $31.9K - $33.9K
8.46K $483K
FID
First Tr Exchange Trded Fd Vi

ETFs
4
+ 0.01%
$15.83 - $17.53 $63.3 - $70.1
29.4K $507K
SSYS
Stratasys Ltd.

Technology
350
+ 1.43%
$8.58 - $12.85 $3K - $4.5K
24.9K $243K
NICE
Nice Ltd.

Technology
573
+ 14.27%
$139.18 - $178.5 $79.8K - $102K
4.59K $707K
COP
Conocophillips

Energy
41
+ 1.21%
$88.6 - $105.85 $3.63K - $4.34K
3.43K $359K
FITB
Fifth Third Bancorp

Financial Services
1.8K
+ 10.99%
$37.48 - $44.96 $67.6K - $81.1K
18.2K $713K
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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