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: Jul 16, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PG The Procter & G...
152.07
-0.72% 293.37K 0.00% 50M 126.03 8.36% Share
2 AAPL Apple Inc.
257.13
+0.66% 210.33K -0.05% 46.72M 134.08 7.81% Share
3 KONG Formidable Fort...
30.52
-0.08% 723.38K 0.00% 20.5M 23.93 3.43% Share
4 FORH Formidable ETF
25.59
-1.29% 869.27K 0.00% 18.47M 25.25 3.09% Share
5 MSFT Microsoft Corpo...
515.74
-0.76% 48.08K +0.72% 18.27M 295.14 3.06% Share
6 NVDA NVIDIA Corporat...
188.89
+0.88% 145.35K +0.33% 16.06M 36.39 2.69% Share
7 META Meta Platforms,...
727.05
+1.35% 26.24K -0.05% 15.32M 245.09 2.56% Share
8 CHE Chemed Corporat...
441.79
+0.26% 20.27K +0.89% 12.3M 372.6 2.06% Share
9 LLY Eli Lilly and C...
820.20
-0.63% 9.49K 0.00% 7.84M 534.24 1.31% Share
10 QUAL iShares MSCI US...
196.36
+0.27% 40.98K 0.00% 7M 153.03 1.17% Share
11 JPM JPMorgan Chase ...
307.56
-1.01% 27.91K -0.24% 6.85M 179.04 1.14% Share
12 XOM Exxon Mobil Cor...
111.30
-0.62% 56.94K 0.00% 6.77M 97.06 1.13% Share
13 AMZN Amazon.com, Inc...
222.41
+0.81% 35.13K -0.02% 6.68M 161.16 1.12% Share
14 GOOG Alphabet Inc.
246.43
+0.36% 39.66K +0.33% 6.29M 142.45 1.05% Share
15 BRK-B Berkshire Hatha...
495.96
-0.45% 10.91K 0.00% 5.81M 311.58 0.97% Share
16 TBIL US Treasury 3 M...
49.85
+0.01% 104.24K +1.96% 5.21M 49.96 0.87% Share
17 FLUX Flux Power Hold...
3.82
-5.21% 3M 0.00% 5.05M 3.8 0.84% Share
18 JNJ Johnson & Johns...
186.02
-0.02% 29.02K -1.13% 4.76M 154.77 0.80% Share
19 HD The Home Depot,...
395.01
-0.51% 12.98K -0.27% 4.76M 340.12 0.80% Share
20 NEE NextEra Energy,...
78.18
-0.63% 63.47K -0.22% 4.5M 65.19 0.75% Share
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