FA

Formidable Asset Management, LLC

13F
Formidable Asset Management, LLC
Last update 2025-05-05 384 Stocks (35 new)
Value $598.00 Mil Turnover 4 %
Countries:
Top Holdings: PG(8.36%)AAPL(7.81%)KONG(3.43%)FORH(3.09%)MSFT(3.00%)
Summary Stock Picks Current Portfolio
Formidable Asset Management, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PG 		Procter & Gamble Co
293,368
49,995.8
+0.33%
8.360
+0.03%
0.010
-6.18%
-1.69%
381,691.4
Consumer Packaged Goods
AAPL 		Apple Inc
210,435
46,743.9
-2.68%
7.810
-0.24%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
KONG 		Formidable Fortress ETF
723,375
20,504.6
-0.86%
3.430
-0.03%
92.740
+1.22%
+1.96%
21.3
 
FORH 		Formidable ETF
869,268
18,468.3
-3.46%
3.090
-0.11%
93.470
+9.53%
+6.93%
19.7
 
MSFT 		Microsoft Corp
47,741
17,921.6
+1.10%
3.000
+0.03%
0.000
+16.84%
+11.38%
3,476,052.1
Software
NVDA 		NVIDIA Corp
144,872
15,701.2
+0.57%
2.620
+0.01%
0.000
+19.35%
+4.25%
3,414,014.1
Semiconductors
META 		Meta Platforms Inc
26,253
15,131.4
-2.45%
2.530
-0.06%
0.000
+4.38%
+17.03%
1,721,358.7
Interactive Media
CHE 		Chemed Corp
20,087
12,359.9
0%
2.070
0%
0.140
-5.70%
+6.04%
8,203.9
Healthcare Providers & Services
EXG 		Eaton Vance Tax-Mgd Glbl Div Eq Inc
1,022,041
8,319.4
-2.68%
1.390
-0.04%
0.330
+5.51%
+10.19%
2,646.3
Asset Management
GGN 		GAMCO Global Gold Natural Resources & Income Trust
1,809,051
7,905.6
-0.39%
1.320
0%
1.160
+9.60%
+21.53%
687.8
Asset Management

Formidable Asset Management, LLC's Historical Top Holdings Breakdowns

Formidable Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NEE 		NextEra Energy Inc2025-03-31Reduce
-0.57%
●
66.96 ($70.58) 76.16
$71.50
1.30%
Reduce -75.8%
15,315
-47,966
ECAT 		BlackRock ESG Capital Allocation Trust2025-03-31New Buy
+0.37%
●
15.77 ($16.53) 17.14
$16.08
-2.72%
New holding
141,730
141,730
TBIL 		US Treasury 3 Month Bill ETF2025-03-31Add
+0.35%
●
49.85 ($49.94) 50.04
$49.87
-0.14%
Add 69.22%
102,240
41,820
AAPL 		Apple Inc2025-03-31Reduce
-0.24%
●
209.68 ($231.67) 247.1
$200.63
-13.40%
Reduce -2.68%
210,435
-5,800
ET 		Energy Transfer LP2025-03-31Sold Out
-0.24%
●
17.26 ($19.48) 21.08
$17.67
-9.29%
Sold Out
0
-73,798
XIFR 		XPLR Infrastructure LP2025-03-31Sold Out
-0.16%
●
8.38 ($11.34) 18.87
$8.66
-23.63%
Sold Out
0
-55,836
CORT 		Corcept Therapeutics Inc2025-03-31New Buy
+0.15%
●
49.85 ($60.87) 114.22
$69.05
13.44%
New holding
7,807
7,807
DTH 		WisdomTree International High Dividend Fund2025-03-31Reduce
-0.15%
●
37.33 ($40.38) 43.33
$46.17
14.34%
Reduce -31.55%
53,332
-24,577
HQL 		abrdn Life Sciences Investors2025-03-31New Buy
+0.14%
●
12.69 ($13.54) 14.36
$12.53
-7.46%
New holding
63,979
63,979
INTU 		Intuit Inc2025-03-31New Buy
+0.12%
●
555.63 ($600.51) 630.23
$766.64
27.66%
New holding
1,181
1,181

Formidable Asset Management, LLC Total Holding History ($B)

To

Formidable Asset Management, LLC's Asset Allocation

To

Formidable Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Formidable Asset Management, LLC's Hypothetical Growth since 2025-03-31

Formidable Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Formidable Asset Management, LLC's Holdings Heat Map

Size field:

Formidable Asset Management, LLC's Holdings Bubble Chart

Formidable Asset Management, LLC News

  • 1

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