Formidable Asset Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Formidable Asset Management, LLC

CIK Number: 0001592613

597.93M
Market Value
354
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 5, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PG The Procter & G...
152.14
-0.18% 293.37K +0.33% 50M 126.03 8.36% Share
2 AAPL Apple Inc.
256.87
+1.81% 210.44K -2.68% 46.74M 134.08 7.81% Share
3 KONG Formidable Fort...
30.31
0.00% 723.38K -0.86% 20.5M 23.93 3.43% Share
4 FORH Formidable ETF
25.48
+0.55% 869.27K -3.46% 18.47M 25.25 3.09% Share
5 MSFT Microsoft Corpo...
506.91
-0.64% 47.74K +1.10% 17.92M 293.69 3.00% Share
6 NVDA NVIDIA Corporat...
177.69
+0.40% 144.87K +0.57% 15.7M 35.99 2.62% Share
7 META Meta Platforms,...
748.91
-1.54% 26.25K -2.45% 15.13M 245.09 2.53% Share
8 CHE Chemed Corporat...
450.28
-1.47% 20.09K +0.01% 12.36M 371.59 2.07% Share
9 LLY Eli Lilly and C...
714.37
-3.7% 9.49K -1.24% 7.84M 534.24 1.31% Share
10 QUAL iShares MSCI US...
191.33
-0.45% 40.98K +1.65% 7M 153.03 1.17% Share
11 JPM JPMorgan Chase ...
313.44
+0.01% 27.97K -3.91% 6.86M 179.04 1.15% Share
12 XOM Exxon Mobil Cor...
115.61
+0.92% 56.94K -3.76% 6.77M 97.06 1.13% Share
13 AMZN Amazon.com, Inc...
218.15
-0.94% 35.14K +2.60% 6.68M 161.16 1.12% Share
14 GOOG Alphabet Inc.
246.57
-0.51% 39.53K +0.99% 6.18M 142.34 1.03% Share
15 BRK-B Berkshire Hatha...
495.15
-0.39% 10.91K +1.64% 5.81M 311.58 0.97% Share
16 FLUX Flux Power Hold...
3.30
-0.3% 3M +14.87% 5.17M 3.8 0.86% Share
17 TBIL US Treasury 3 M...
49.97
-0.02% 102.24K +69.22% 5.11M 49.96 0.85% Share
18 JNJ Johnson & Johns...
177.75
+0.60% 29.35K +1.61% 4.87M 154.77 0.81% Share
19 HD The Home Depot,...
407.65
-0.52% 13.02K +0.15% 4.77M 340.12 0.80% Share
20 NEE NextEra Energy,...
74.66
+1.12% 63.61K +0.51% 4.51M 65.19 0.75% Share
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