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
STWD
Starwood Property Trust, Inc.

Real Estate
74
+ 0.39%
$18.41 - $20.53 $1.36K - $1.52K
18.9K $372K
FEM
First Trust Emerging Markets A

ETFs
1
+ 0.01%
$21.28 - $23.9 $21.3 - $23.9
18.9K $433K
FTCS
First Trust Capital Strength E

ETFs
3
+ 0.05%
$86.39 - $91.35 $259 - $274
6.21K $556K
IBKR
Interactive Brokers Group, Inc.

Financial Services
379
+ 7.95%
$161.03 - $235.53 $61K - $89.3K
5.15K $852K
HSY
Hershey CO

Consumer Defensive
2
+ 0.05%
$144.74 - $186.36 $289 - $373
3.98K $680K
Grayscale Ethereum Mini Tr E
12.2K
+ 102.78%
N/A
24K $0
Grayscale Ethereum Trust ETF
1.9K
+ 7.37%
N/A
27.7K $0
Organigram Hldgs Inc
1.23K
+ 0.75%
N/A
166K $0
Dimensional ETF Trust
1K
+ 6.73%
N/A
15.9K $0
Gsk PLC
2.41K
+ 34.67%
N/A
9.35K $0
Talen Energy Corp
1.94K
+ 193.71%
N/A
2.94K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
41.8K
+ 69.22%
N/A
102K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.48K
New
N/A
9.48K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
357
+ 7.39%
N/A
5.19K $0
Ishares Bitcoin Trust ETF
85
+ 0.35%
N/A
24.7K $0
Nextera Energy Inc
15.3K
New
N/A
15.3K $0
Ishares Ethereum Tr
9.49K
+ 85.22%
N/A
20.6K $0
Lithium Argentina Ag
364K
New
N/A
364K $0
JGRO
J P Morgan Exchange Traded Fd
4.22K
+ 8.99%
N/A
51.2K $0
GS
Goldman Sachs Group Inc

Financial Services
64
+ 4.63%
$524.81 - $672.19 $33.6K - $43K
1.45K $790K
CMCSA
Comcast Corp

Communication Services
21
+ 0.11%
$33.19 - $38.23 $697 - $803
19.2K $707K
MLM
Martin Marietta Materials Inc

Basic Materials
11
+ 2.18%
$460.39 - $552.64 $5.06K - $6.08K
515 $246K
RVT
Royce Value Trust, Inc.

Financial Services
227
+ 2.01%
$14.07 - $16.68 $3.19K - $3.79K
11.5K $163K
SYY
Sysco Corp

Consumer Defensive
1
+ 0.01%
$70.0 - $77.13 $70 - $77.1
12.2K $914K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
188
+ 0.65%
$8.46 - $9.3 $1.59K - $1.75K
29.1K $246K
TT
Trane Technologies PLC

Industrials
1
+ 0.13%
$332.0 - $400.86 $332 - $401
798 $268K
AXTI
Axt Inc

Technology
5.38K
+ 12.36%
$1.31 - $2.44 $7.04K - $13.1K
48.9K $68K
NEE
Nextera Energy Inc

Utilities
325
+ 0.51%
$66.96 - $76.16 $21.8K - $24.8K
63.6K $4.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
73
+ 4.82%
$468.34 - $539.52 $34.2K - $39.4K
1.59K $744K
VFF
Village Farms International, Inc.

Consumer Defensive
12.4K
+ 4.95%
$0.6 - $0.85 $7.41K - $10.5K
262K $157K
ADM
Archer Daniels Midland CO

Consumer Defensive
6
+ 0.04%
$45.22 - $52.17 $271 - $313
14.7K $705K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
200
+ 1.3%
$21.0 - $24.67 $4.2K - $4.93K
15.6K $329K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
183
+ 3.22%
$102.49 - $119.96 $18.8K - $22K
5.86K $612K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.05%
$222.66 - $268.42 $445 - $537
3.67K $855K
SNPS
Synopsys Inc

Technology
50
+ 4.02%
$428.58 - $551.54 $21.4K - $27.6K
1.3K $555K
PANW
Palo Alto Networks Inc

Technology
30
+ 0.6%
$167.82 - $208.28 $5.03K - $6.25K
5.07K $864K
IWM
Ishares Russell 2000 ETF

ETFs
102
+ 3.04%
$198.1 - $229.79 $20.2K - $23.4K
3.46K $689K
GNRC
Generac Holdings Inc.

Industrials
156
+ 5.72%
$126.65 - $164.06 $19.8K - $25.6K
2.89K $365K
AMAT
Applied Materials Inc

Technology
190
+ 3.72%
$145.06 - $195.51 $27.6K - $37.1K
5.29K $768K
COIN
Coinbase Global, Inc.

Technology
190
+ 14.27%
$172.23 - $301.3 $32.7K - $57.2K
1.52K $261K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 2.19%
$4295.4 - $5141.88 $30.1K - $36K
326 $1.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
82
+ 1.36%
$168.84 - $202.89 $13.8K - $16.6K
6.1K $1.07M
EME
Emcor Group, Inc.

Industrials
14
+ 1.23%
$361.16 - $535.99 $5.06K - $7.5K
1.16K $426K
SKX
Skechers Usa Inc

Consumer Cyclical
494
+ 4.32%
$54.98 - $78.24 $27.2K - $38.7K
11.9K $677K
UPS
United Parcel Service Inc

Industrials
40
+ 0.59%
$109.66 - $136.26 $4.39K - $5.45K
6.76K $743K
RYLD
Global X Fds Russell 2000 Cove

ETFs
3.04K
+ 2.42%
$14.93 - $16.85 $45.3K - $51.2K
129K $1.94M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.01%
$43.6 - $69.06 $43.6 - $69.1
6.88K $299K
CRM
Salesforce, Inc.

Technology
284
+ 8.8%
$268.36 - $359.95 $76.2K - $102K
3.51K $942K
USB
Us Bancorp \De\

Financial Services
261
+ 0.95%
$40.92 - $50.9 $10.7K - $13.3K
27.8K $1.17M
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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