Formidable Asset Management, LLC Incresed Positions in Q4 2024

Formidable Asset Management, LLC

  • $587 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
5.39K
+ 73.87%
$204.9 - $238.04 $1.1M - $1.28M
12.7K $2.79M
AMZN
Amazon Com Inc

Consumer Cyclical
158
+ 0.46%
$180.88 - $232.93 $28.6K - $36.8K
34.2K $7.51M
TDVG
T Rowe Price Exchange Traded F

Technology
28.8K
+ 59.84%
$39.51 - $41.92 $1.14M - $1.21M
77K $3.05M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.46K
+ 15.66%
$176.42 - $186.91 $963K - $1.02M
40.3K $7.18M
META
Meta Platforms, Inc.

Communication Services
767
+ 2.93%
$554.08 - $632.68 $425K - $485K
26.9K $15.9M
VIG
Vanguard Dividend Appreciation

ETFs
3.35K
+ 26.36%
N/A
16K $2.92M
FDL
First Tr Morningstar Dividend

ETFs
15.4K
+ 97.95%
$39.59 - $43.95 $608K - $675K
31K $1.25M
PETS
Petmed Express Inc

Healthcare
108K
+ 394.54%
$3.7 - $6.6 $399K - $712K
135K $651K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.79K
+ 170.37%
$79.93 - $88.06 $542K - $598K
10.8K $861K
QLYS
Qualys, Inc.

Technology
2.97K
+ 58.17%
$119.24 - $159.23 $354K - $472K
8.07K $1.13M
IEF
Ishares Barclays

ETFs
5.53K
+ 35.52%
$92.08 - $98.18 $509K - $543K
21.1K $1.95M
RYLD
Global X Fds Russell 2000 Cove

ETFs
21.7K
+ 20.87%
$15.97 - $16.79 $346K - $364K
125K $2.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.73K
+ 154.74%
$67.29 - $73.38 $386K - $421K
9.44K $640K
AMD
Advanced Micro Devices Inc

Technology
5.15K
+ 86.87%
$118.88 - $172.8 $612K - $890K
11.1K $1.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.75K
+ 10.31%
$50.37 - $50.6 $390K - $392K
82.9K $4.17M
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.04%
$79.1 - $95.7 $1.11K - $1.34K
32.3K $2.92M
RJF
Raymond James Financial Inc

Financial Services
67
+ 0.86%
$123.0 - $170.1 $8.24K - $11.4K
7.9K $1.23M
KR
Kroger CO

Consumer Defensive
3.77K
+ 47.61%
$55.21 - $63.3 $208K - $239K
11.7K $714K
UBER
Uber Technologies, Inc

Technology
4.97K
+ 103.78%
$59.93 - $86.34 $298K - $429K
9.75K $588K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.49K
+ 96.61%
$38.37 - $42.82 $249K - $278K
13.2K $506K
GS
Goldman Sachs Group Inc

Financial Services
223
+ 19.22%
$486.1 - $608.57 $108K - $136K
1.38K $791K
DHI
Horton D R Inc

Consumer Cyclical
2.23K
+ 91.48%
$137.24 - $194.56 $306K - $434K
4.67K $653K
CCJ
Cameco Corp

Energy
2.22K
+ 13.39%
$48.64 - $61.14 $108K - $135K
18.8K $963K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.55K
+ 37.7%
$113.92 - $127.38 $177K - $198K
5.68K $653K
UTHR
United Therapeutics Corp

Healthcare
504
+ 34.54%
$348.66 - $410.0 $176K - $207K
1.96K $692K
CTSH
Cognizant Technology Solutions Corp

Technology
2.19K
+ 31.68%
$74.37 - $82.32 $163K - $181K
9.12K $701K
RBCAA
Republic Bancorp Inc

Financial Services
79
+ 0.26%
$61.27 - $78.12 $4.84K - $6.17K
30.2K $2.11M
URA
Global X Uranium ETF

ETFs
7.17K
+ 22.58%
$26.78 - $33.46 $192K - $240K
38.9K $1.04M
CTMX
Cytom X Therapeutics, Inc.

Healthcare
137K
+ 55.5%
$0.86 - $1.29 $117K - $176K
383K $394K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.99K
+ 40.63%
$46.48 - $51.32 $92.3K - $102K
6.87K $330K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.1K
+ 65.36%
$68.62 - $82.57 $144K - $174K
5.32K $365K
OXY
Occidental Petroleum Corp

Energy
2.25K
+ 41.55%
$45.36 - $55.91 $102K - $126K
7.67K $378K
SHOP
Shopify Inc.

Technology
55
+ 1.67%
$78.14 - $119.49 $4.3K - $6.57K
3.35K $356K
WST
West Pharmaceutical Services Inc

Healthcare
55
+ 2.73%
$285.69 - $344.0 $15.7K - $18.9K
2.07K $677K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.89K
+ 4.05%
$35.45 - $40.33 $103K - $117K
74.3K $2.66M
EOG
Eog Resources Inc

Energy
554
+ 4.52%
$118.22 - $136.54 $65.5K - $75.6K
12.8K $1.57M
PANW
Palo Alto Networks Inc

Technology
2.52K
+ 100.0%
$181.96 - $405.9 $458K - $1.02M
5.04K $916K
PNC
Pnc Financial Services Group, Inc.

Financial Services
25
+ 0.42%
$178.39 - $215.0 $4.46K - $5.38K
6.02K $1.16M
IVV
Ishares Core S&P 500 ETF

ETFs
20
+ 0.6%
$570.51 - $610.59 $11.4K - $12.2K
3.36K $1.98M
ABT
Abbott Laboratories

Healthcare
524
+ 5.11%
$111.93 - $119.39 $58.7K - $62.6K
10.8K $1.22M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 3.21%
$172.07 - $207.36 $8.6K - $10.4K
1.61K $317K
COP
Conocophillips

Energy
630
+ 22.87%
$95.12 - $114.72 $59.9K - $72.3K
3.39K $335K
SSYS
Stratasys Ltd.

Technology
965
+ 4.09%
$7.01 - $10.79 $6.76K - $10.4K
24.5K $218K
EBAY
Ebay Inc

Consumer Cyclical
539
+ 12.28%
$57.51 - $67.17 $31K - $36.2K
4.93K $305K
AXTI
Axt Inc

Technology
12.6K
+ 40.66%
$1.73 - $2.91 $21.8K - $36.6K
43.5K $94K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
218
+ 4.29%
$91.29 - $91.8 $19.9K - $20K
5.3K $484K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
1.18K
+ 7.87%
$38.83 - $50.84 $45.7K - $59.8K
16.1K $634K
T
At&T Inc.

Communication Services
40
+ 0.2%
$21.22 - $23.88 $849 - $955
20.4K $465K
RPRX
Royalty Pharma PLC

Healthcare
4.23K
+ 12.93%
$24.28 - $28.39 $103K - $120K
36.9K $941K
Activity Summary
Buys All Purchases 128 New Holdings 34 Increased Positions 94 Sells All Sells 198 Reductions 198 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