Formidable Asset Management, LLC Sells in Q3 2024

Formidable Asset Management, LLC

  • $609 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ERIE
Erie Indemnity CO

Financial Services
-694
- 35.12%
$356.56 - $544.84 $247K - $378K
1.28K $691K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
-12K
- 4.65%
$1.12 - $1.51 $13.4K - $18.1K
246K $290K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-108
- 7.01%
$332.02 - $382.76 $35.9K - $41.3K
1.43K $537K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-4.25K
- 25.47%
$9.4 - $11.18 $39.9K - $47.5K
12.4K $136K
CRM
Salesforce, Inc.

Technology
-305
- 8.38%
$238.42 - $276.53 $72.7K - $84.3K
3.33K $912K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-817
- 9.01%
$54.98 - $59.51 $44.9K - $48.6K
8.25K $491K
AEM
Agnico Eagle Mines LTD

Basic Materials
-2.36K
- 20.97%
$65.04 - $84.24 $154K - $199K
8.9K $717K
PETS
Petmed Express Inc

Healthcare
-2.2K
- 7.45%
$2.94 - $4.04 $6.47K - $8.89K
27.3K $100K
ELV
Elevance Health, Inc.

Healthcare
-13
- 2.5%
$500.12 - $562.29 $6.5K - $7.31K
508 $264K
PRU
Prudential Financial Inc

Financial Services
-202
- 10.54%
$105.53 - $127.32 $21.3K - $25.7K
1.71K $207K
FARM
Farmer Brothers CO

Consumer Defensive
-2.53K
- 14.21%
$1.94 - $2.94 $4.9K - $7.43K
15.3K $30K
ROK
Rockwell Automation, Inc

Industrials
-17
- 1.04%
$248.27 - $294.37 $4.22K - $5K
1.62K $435K
KO
Coca Cola CO

Consumer Defensive
-2.16K
- 12.66%
$62.69 - $73.01 $136K - $158K
14.9K $1.07M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-3.51K
- 15.39%
$5.44 - $5.91 $19.1K - $20.7K
19.3K $111K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-139
- 4.38%
$92.56 - $99.46 $12.9K - $13.8K
3.03K $290K
FCX
Freeport Mcmoran Inc

Basic Materials
-338
- 7.12%
$39.52 - $51.92 $13.4K - $17.5K
4.41K $219K
MNST
Monster Beverage Corp

Consumer Defensive
-803
- 5.51%
$45.01 - $52.47 $36.1K - $42.1K
13.8K $718K
PARA
Paramount Global

Communication Services
-1.12K
- 8.28%
$9.98 - $11.95 $11.2K - $13.4K
12.4K $131K
DDD
3 D Systems Corp

Technology
-1.15K
- 5.06%
$1.88 - $4.1 $2.16K - $4.72K
21.6K $61K
MDT
Medtronic PLC

Healthcare
-814
- 13.72%
$76.84 - $91.03 $62.5K - $74.1K
5.12K $460K
VALE
Vale S.A.

Basic Materials
-1.95K
- 5.45%
$9.9 - $11.8 $19.3K - $23K
33.8K $394K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-1.82K
- 5.94%
$8.4 - $9.19 $15.2K - $16.7K
28.7K $263K
UBER
Uber Technologies, Inc

Technology
-212
- 4.24%
$58.48 - $77.47 $12.4K - $16.4K
4.78K $359K
CSX
Csx Corp

Industrials
-440
- 3.73%
$32.48 - $35.45 $14.3K - $15.6K
11.4K $392K
KMB
Kimberly Clark Corp

Consumer Defensive
-93
- 3.76%
$135.05 - $148.35 $12.6K - $13.8K
2.38K $339K
LHX
L3 Harris Technologies, Inc.

Industrials
-79
- 6.99%
$221.96 - $243.27 $17.5K - $19.2K
1.05K $250K
DD
Du Pont De Nemours, Inc.

Basic Materials
-267
- 10.47%
$77.22 - $89.49 $20.6K - $23.9K
2.28K $203K
Gsk PLC
-920
- 14.44%
N/A
5.45K $0
Lithium Americas Argentina C
-42.8K
- 8.88%
N/A
440K $0
Labcorp Holdings Inc
-26
- 1.84%
N/A
1.39K $0
Linde PLC
-43
- 3.24%
N/A
1.29K $0
Lithium Amers Corp New
-43.9K
- 9.85%
N/A
402K $0
Mcewen Mng Inc
-5.1K
- 23.37%
N/A
16.7K $0
First Tr Exchng Traded Fd Vi
-5.07K
- 7.74%
N/A
60.4K $0
MSI
Motorola Solutions, Inc.

Technology
-225
- 14.2%
$385.65 - $450.49 $86.8K - $101K
1.36K $611K
Sitio Royalties Corp
-1.26K
- 4.61%
N/A
26.1K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-1.58K
- 3.78%
N/A
40.1K $0
FV
First Trust Dorsey Wright Focu

ETFs
-88
- 1.5%
$51.35 - $59.82 $4.52K - $5.26K
5.78K $336K
Direxion Shs ETF Tr
-150
- 7.95%
N/A
1.74K $0
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
-2.89K
- 8.8%
$4.59 - $5.19 $13.3K - $15K
29.9K $150K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-2.84K
- 3.87%
$23.75 - $26.54 $67.4K - $75.3K
70.5K $1.87M
NFLX
Netflix Inc

Communication Services
-77
- 4.78%
$598.55 - $722.26 $46.1K - $55.6K
1.54K $1.09M
EPD
Enterprise Products Partners L.P.

Energy
-19
- 0.13%
$27.88 - $30.0 $530 - $570
14.6K $425K
IVV
Ishares Core S&P 500 ETF

ETFs
-177
- 5.03%
$520.18 - $576.82 $92.1K - $102K
3.34K $1.93M
OPK
Opko Health, Inc.

Healthcare
-400
- 2.49%
$1.21 - $1.68 $484 - $672
15.6K $23K
ZTS
Zoetis Inc.

Healthcare
-129
- 10.02%
$172.58 - $196.48 $22.3K - $25.3K
1.16K $226K
BDX
Becton Dickinson & CO

Healthcare
-77
- 2.68%
$221.47 - $242.41 $17.1K - $18.7K
2.8K $674K
TSCO
Tractor Supply CO

Consumer Cyclical
-81
- 6.15%
$251.95 - $290.93 $20.4K - $23.6K
1.24K $359K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-17
- 0.92%
$159.84 - $178.33 $2.72K - $3.03K
1.82K $321K
Activity Summary
Buys All Purchases 99 New Holdings 25 Increased Positions 74 Sells All Sells 249 Reductions 249 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