Formidable Asset Management, LLC Incresed Positions in Q1 2025

Formidable Asset Management, LLC

  • $574 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
FLUX
Flux Power Holdings, Inc.

Industrials
389K
+ 14.87%
$1.21 - $2.23 $471K - $867K
3M $5.17M
JNJ
Johnson & Johnson

Healthcare
465
+ 1.61%
$142.06 - $167.7 $66.1K - $78K
29.4K $4.87M
CVX
Chevron Corp

Energy
264
+ 1.04%
$146.71 - $167.97 $38.7K - $44.3K
25.7K $4.3M
UBER
Uber Technologies, Inc

Technology
5.81K
+ 59.57%
$63.17 - $81.49 $367K - $473K
15.6K $1.13M
INTC
Intel Corp

Technology
20.6K
+ 71.62%
$19.1 - $27.39 $394K - $565K
49.4K $1.12M
AMGN
Amgen Inc

Healthcare
468
+ 6.4%
$258.59 - $327.36 $121K - $153K
7.78K $2.43M
V
Visa Inc.

Financial Services
23
+ 0.18%
$306.92 - $362.71 $7.06K - $8.34K
12.6K $4.42M
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
VZ
Verizon Communications Inc

Communication Services
3.21K
+ 6.62%
$37.81 - $46.49 $121K - $149K
51.7K $2.35M
ABBV
Abb Vie Inc.

Healthcare
119
+ 1.14%
$169.2 - $216.66 $20.1K - $25.8K
10.6K $2.22M
NEM
Newmont Corp

Basic Materials
323
+ 1.06%
$37.79 - $48.39 $12.2K - $15.6K
30.7K $1.48M
PEP
Pepsico Inc

Consumer Defensive
2.49K
+ 12.04%
$142.64 - $156.42 $355K - $389K
23.1K $3.47M
MCD
Mcdonalds Corp

Consumer Cyclical
227
+ 2.31%
$279.74 - $321.29 $63.5K - $72.9K
10K $3.14M
SHV
Ishares Tr

ETFs
2.61K
+ 61.88%
$110.11 - $110.51 $287K - $288K
6.82K $752K
AMT
American Tower Corp

Real Estate
435
+ 12.24%
$173.46 - $217.6 $75.5K - $94.7K
3.99K $868K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
+ 0.67%
$402.49 - $513.76 $5.63K - $7.19K
2.1K $1.02M
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
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.93K
+ 28.09%
$48.65 - $53.06 $93.9K - $102K
8.8K $457K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.15K
+ 10.72%
$78.97 - $85.82 $91.1K - $99K
11.9K $988K
VIG
Vanguard Dividend Appreciation

ETFs
699
+ 4.36%
N/A
16.7K $3.05M
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
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
WM
Waste Management Inc

Industrials
45
+ 1.98%
$200.54 - $233.78 $9.02K - $10.5K
2.32K $536K
NVS
Novartis Ag

Healthcare
285
+ 8.73%
$97.14 - $115.57 $27.7K - $32.9K
3.55K $395K
CTRA
Coterra Energy Inc.

Energy
120
+ 0.55%
$25.51 - $29.83 $3.06K - $3.58K
22K $635K
DHI
Horton D R Inc

Consumer Cyclical
1K
+ 21.43%
$125.29 - $147.65 $125K - $148K
5.67K $721K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.18K
+ 28.93%
$69.82 - $78.67 $82.6K - $93.1K
5.27K $371K
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
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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