Formidable Asset Management, LLC New Holdings in Q1 2025

Formidable Asset Management, LLC

  • $574 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
142K
New
$15.77 - $17.14 $2.24M - $2.43M
142K $2.24M
CORT
Corcept Therapeutics Inc

Healthcare
7.81K
New
$49.85 - $114.22 $389K - $892K
7.81K $891K
HQL
Tekla Life Sciences Investors

Financial Services
64K
New
$12.69 - $14.36 $812K - $919K
64K $811K
PHM
Pultegroup Inc

Consumer Cyclical
7.12K
New
$101.09 - $118.51 $720K - $844K
7.12K $731K
INTU
Intuit Inc

Technology
1.18K
New
$555.63 - $630.23 $656K - $744K
1.18K $725K
PAGP
Plains Gp Holdings LP

Energy
21.4K
New
$18.52 - $22.13 $397K - $474K
21.4K $457K
YOU
Clear Secure, Inc.

Technology
17K
New
$22.12 - $27.62 $377K - $471K
17K $441K
ADT
Adt Inc.

Industrials
54.1K
New
$6.87 - $8.23 $372K - $445K
54.1K $440K
PINS
Pinterest, Inc.

Communication Services
13.7K
New
$29.79 - $40.0 $407K - $546K
13.7K $423K
CAAP
Corporacion America Airports S.A.

Industrials
20.6K
New
$17.5 - $20.0 $361K - $412K
20.6K $377K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
21.1K
New
$16.47 - $17.25 $348K - $364K
21.1K $351K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.84K
New
$161.05 - $222.93 $297K - $411K
1.84K $338K
HOLX
Hologic Inc

Healthcare
5.45K
New
$60.7 - $73.77 $331K - $402K
5.45K $336K
ZTS
Zoetis Inc.

Healthcare
1.92K
New
$156.48 - $175.67 $301K - $337K
1.92K $316K
D
Dominion Energy, Inc

Utilities
5.59K
New
$52.85 - $57.43 $295K - $321K
5.59K $313K
HEZU
Ishares Currency Hedged Msci E

ETFs
7.86K
New
$35.85 - $40.72 $282K - $320K
7.86K $306K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.64K
New
$106.46 - $114.75 $281K - $302K
2.64K $290K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.45K
New
$81.83 - $82.73 $282K - $285K
3.45K $285K
BK
Bank Of New York Mellon Corp

Financial Services
2.94K
New
$75.42 - $88.95 $222K - $262K
2.94K $246K
ED
Consolidated Edison Inc

Utilities
2.19K
New
$88.0 - $110.59 $192K - $242K
2.19K $241K
ITW
Illinois Tool Works Inc

Industrials
939
New
$244.9 - $274.48 $230K - $258K
939 $232K
MSTR
Microstrategy Inc

Technology
789
New
$239.27 - $396.5 $189K - $313K
789 $227K
PAYX
Paychex Inc

Industrials
1.46K
New
$136.06 - $154.52 $198K - $225K
1.46K $224K
ELV
Elevance Health, Inc.

Healthcare
510
New
$365.9 - $436.25 $187K - $222K
510 $221K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
9.2K
New
$23.71 - $27.77 $218K - $255K
9.2K $218K
ADSK
Autodesk, Inc.

Technology
870
New
N/A
870 $213K
EQT
Eqt Corp

Energy
3.97K
New
$46.16 - $54.25 $183K - $215K
3.97K $212K
BSX
Boston Scientific Corp

Healthcare
2.05K
New
$89.38 - $106.18 $183K - $217K
2.05K $206K
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
VMO
Invesco Municipal Opportunity Trust

Financial Services
18.9K
New
$9.44 - $9.93 $178K - $187K
18.9K $178K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
12.8K
New
$8.44 - $9.01 $108K - $115K
12.8K $109K
Nextera Energy Inc
15.3K
New
N/A
15.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.48K
New
N/A
9.48K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
25.5K
New
N/A
25.5K $0
Lithium Argentina Ag
364K
New
N/A
364K $0
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
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