Fund HoldingsFormidable Asset Management, LLC

Total Portfolio Value
$598.18M
Total Bought
$259.03M
Total Sold
$251.32M
Net Transaction
+$7.71M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ETF OPPORTUNITIES TRUST
FORMI FORTR ETF
0723,375+723,375020,5053.43%+20,505
ETF OPPORTUNITIES TRUST
FORMIDABLE ETF
0869,268+869,268018,4683.09%+18,468
META PLATFORMS INC(META)026,253+26,253015,1312.53%+15,131
GAMCO GLOBAL GOLD NAT RES &(GGN)01,809,051+1,809,05107,9061.32%+7,906
ISHARES TR
MSCI USA QLT FCT
040,977+40,97707,0031.17%+7,003
ALPHABET INC(GOOG)039,530+39,53006,1761.03%+6,176
BERKSHIRE HATHAWAY INC DEL010,911+10,91105,8110.97%+5,811
FLUX PWR HLDGS INC03,004,114+3,004,11405,1670.86%+5,167
RBB FD INC
F/M US TREASURY
0102,240+102,24005,1130.85%+5,113
VISA INC(V)012,599+12,59904,4160.74%+4,416
ALIBABA GROUP HLDG LTD(BABA)033,059+33,05904,3710.73%+4,371
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
085,523+85,52304,3300.72%+4,330
ALPHABET INC(GOOG)025,883+25,88304,0020.67%+4,002
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
051,185+51,18503,7770.63%+3,777
VANGUARD SPECIALIZED FUNDS016,747+16,74703,2490.54%+3,249
ISHARES TR
CORE HIGH DV ETF
026,001+26,00103,1490.53%+3,149
JD.COM INC(JD)074,739+74,73903,0730.51%+3,073
T ROWE PRICE ETF INC
PRICE DIV GRWT
075,250+75,25003,0400.51%+3,040
ACACIA RESH CORP0918,636+918,63602,9400.49%+2,940
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
074,917+74,91702,5100.42%+2,510
ACCENTURE PLC IRELAND
SHS CLASS A
07,833+7,83302,4440.41%+2,444
WISDOMTREE TR(WT)053,332+53,33202,2650.38%+2,265
BLACKROCK ESG CAP ALLC TERM(ECAT)0141,730+141,73002,2350.37%+2,235
ISHARES TR022,549+22,54902,0530.34%+2,053
MASTERCARD INCORPORATED(MA)03,692+3,69202,0240.34%+2,024
ISHARES TR020,755+20,75501,9790.33%+1,979
GLOBAL X FDS
RUSSELL 2000
0128,506+128,50601,9400.32%+1,940
REPUBLIC BANCORP INC KY(RBCAA)030,382+30,38201,9390.32%+1,939
RBB FD INC
US TREASRY 12 MT
038,515+38,51501,9340.32%+1,934
DELL TECHNOLOGIES INC(DELL)020,514+20,51401,8700.31%+1,870
ISHARES TR03,313+3,31301,8620.31%+1,862
VANGUARD WHITEHALL FDS014,377+14,37701,8540.31%+1,854
CHEMED CORP NEW(CHE)020,087+20,087012,3602.07%+12,360
GE AEROSPACE(GE)08,166+8,16601,6340.27%+1,634
EXPEDIA GROUP INC(EXPE)08,989+8,98901,5110.25%+1,511
DUKE ENERGY CORP NEW(DUK)011,650+11,65001,4210.24%+1,421
FIRST TR MORNINGSTAR DIVID L032,232+32,23201,4000.23%+1,400
SPDR S&P 500 ETF TR(SPY)02,272+2,27201,2710.21%+1,271
NIKE INC(NKE)019,441+19,44101,2340.21%+1,234
US BANCORP DEL(USB)027,830+27,83001,1750.20%+1,175
WILLIS TOWERS WATSON PLC LTD(WTW)03,452+3,45201,1670.20%+1,167
ISHARES BITCOIN TRUST ETF(IBIT)024,658+24,65801,1540.19%+1,154
WORLD GOLD TR(GLDM)018,561+18,56101,1490.19%+1,149
ROYALTY PHARMA PLC(RPRX)036,875+36,87501,1480.19%+1,148
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
055,523+55,52301,1270.19%+1,127
NOVO-NORDISK A S(NVO)015,948+15,94801,1070.19%+1,107
EATON CORP PLC(ETN)04,070+4,07001,1060.18%+1,106
SHAKE SHACK INC(SHAK)011,806+11,80601,0410.17%+1,041
VANGUARD WHITEHALL FDS011,923+11,92309890.17%+989
PROCTER AND GAMBLE CO(PG)0293,368+293,368049,9968.36%+49,996
VANECK ETF TRUST
GOLD MINERS ETF
020,604+20,60409470.16%+947
LITHIUM AMERS CORP NEW(LAC)0345,832+345,83209370.16%+937
SPDR GOLD TR(GLD)03,212+3,21209260.15%+926
GRAYSCALE BITCOIN TRUST ETF(GBTC)014,060+14,06009160.15%+916
CORCEPT THERAPEUTICS INC(CORT)07,807+7,80708920.15%+892
ALLIANCE RESOURCE PARTNERS L(ARLP)032,673+32,67308910.15%+891
KRANESHARES TRUST025,402+25,40208870.15%+887
ALLIANCEBERNSTEIN HLDG L P(AB)022,320+22,32008550.14%+855
INTERACTIVE BROKERS GROUP IN(IBKR)05,148+5,14808520.14%+852
FIRST TR VALUE LINE DIVID IN
SHS
019,022+19,02208480.14%+848
ABRDN LIFE SCIENCES INVESTOR(HQL)063,979+63,97908120.14%+812
BERKSHIRE HATHAWAY INC DEL01+107980.13%+798
ASML HOLDING N V
N Y REGISTRY SHS
01,201+1,20107960.13%+796
LITHIUM ARGENTINA AG(LAR)0364,223+364,22307790.13%+779
VANGUARD WHITEHALL FDS010,427+10,42707680.13%+768
NOMAD FOODS LTD(NOMD)038,697+38,69707600.13%+760
ISHARES TR06,815+6,81507530.13%+753
GLOBAL X FDS
GLOBAL X URANIUM
032,739+32,73907500.13%+750
BRITISH AMERN TOB PLC(BTI)018,032+18,03207460.12%+746
INVESCO QQQ TR01,587+1,58707440.12%+744
UNITED PARCEL SERVICE INC(UPS)06,763+6,76307440.12%+744
CAMBRIA ETF TR023,211+23,21107370.12%+737
PULTE GROUP INC(PHM)07,120+7,12007320.12%+732
CROWDSTRIKE HLDGS INC(CRWD)02,063+2,06307270.12%+727
INTUIT(INTU)01,181+1,18107250.12%+725
NICE LTD(NICE)04,589+4,58907070.12%+707
COMCAST CORP NEW(CCZ)019,165+19,16507070.12%+707
NEXTERA ENERGY INC(NEE)015,315+15,31506950.12%+695
JOHNSON & JOHNSON(JNJ)029,351+29,35104,8680.81%+4,868
ISHARES TR03,457+3,45706900.12%+690
INVESCO EXCH TRADED FD TR II015,325+15,32506790.11%+679
SKECHERS U S A INC011,937+11,93706780.11%+678
ISHARES TR08,289+8,28906770.11%+677
ETF SER SOLUTIONS
APTUS DRAWDOWN
015,155+15,15506730.11%+673
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)015,324+15,32406660.11%+666
VANGUARD INDEX FDS01,284+1,28406600.11%+660
PALANTIR TECHNOLOGIES INC(PLTR)07,295+7,29506160.10%+616
CHEVRON CORP NEW(CVX)025,685+25,68504,2970.72%+4,297
NUVEEN DOW 30 DYNMC OVERWRT042,422+42,42206150.10%+615
ISHARES TR05,859+5,85906130.10%+613
MPLX LP(MPLX)011,153+11,15305970.10%+597
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
014,752+14,75205810.10%+581
LINDE PLC(LIN)01,212+1,21205640.09%+564
SPDR SER TR
ST STR SP AERO
03,500+3,50005620.09%+562
SPDR INDEX SHS FDS
ST PORT MARK ETF
014,147+14,14705570.09%+557
FIRST TR EXCHANGE-TRADED FD06,209+6,20905570.09%+557
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)07,233+7,23305530.09%+553
UBER TECHNOLOGIES INC(UBER)015,556+15,55601,1330.19%+1,133
INTEL CORP(INTC)049,443+49,44301,1230.19%+1,123
AMGEN INC(AMGN)07,784+7,78402,4250.41%+2,425
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