Fund HoldingsFormidable Asset Management, LLC

Total Portfolio Value
$451.40M
Total Bought
$284.04M
Total Sold
$156.27M
Net Transaction
+$127.77M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PROCTER & GAMBLE(PG)305,667304,344-1,3234644,3929.83%+44,345
APPLE INC(AAPL)214,254211,963-2,2914236,2908.04%+36,249
ETF OPPORTUNITIES TRUST FORMIDABLE ETF
FORMIDABLE ETF
01,268,423+1,268,423027,8606.17%+27,860
ETF OPPORTUNITIES TR FORMIDABLE FORTRESS ETF
FORMI FORTR ETF
0997,299+997,299025,1175.56%+25,117
CHEMED CORPORATION NEW(CHE)026,619+26,619013,8343.06%+13,834
MICROSOFT CORP(MSFT)34,18433,750-4341210,6572.36%+10,645
NANO ONE MATERIALS CORP04,326,395+4,326,39509,4672.10%+9,467
EATON VANCE TAX MAN GL D
COM
01,255,704+1,255,70409,2552.05%+9,255
LITHIUM AMERS CORP F0486,903+486,90308,2651.83%+8,265
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT(GGN)02,119,270+2,119,27007,7571.72%+7,757
META PLATFORMS INC CLASS A(META)025,184+25,18407,5601.67%+7,560
JPMORGAN ULTRA SHORT INCOME ETF
ULTRA SHRT ETF
0136,748+136,74806,8621.52%+6,862
ACACIA RESH ACACIA1,728,8571,755,935+27,07876,4091.42%+6,402
THE FORMIDABLE FUND LLC05,355,379+5,355,37905,3551.19%+5,355
ISHARES CORE HIGH DIVIDEND ETF
CORE HIGH DV ETF
045,923+45,92304,5411.01%+4,541
NVIDIA CORP(NVDA)010,370+10,37004,5111.00%+4,511
EATON VANCE TAX ADVANTAG
COM
0208,305+208,30504,4120.98%+4,412
UNITED STS TREAS BILLS BILL04,000,000+4,000,00003,9530.88%+3,953
EXXON MOBIL CORP033,456+33,45603,9340.87%+3,934
ACTIVISION BLIZZARD43,27541,618-1,65743,8970.86%+3,893
PIONEER NAT RES COMPANY13,93116,840+2,90933,8660.86%+3,863
ALTRIA GROUP INC(MO)80,82585,933+5,10843,6130.80%+3,610
VANGUARD HIGH DIVIDEND YIELD ETF030,372+30,37203,1380.70%+3,138
BERKSHIRE HATHAWAY CLASS B07,515+7,51502,6330.58%+2,633
CHEVRON CORP(CVX)015,404+15,40402,5970.58%+2,597
PAYPAL HLDGS INCORPORATED(PYPL)042,726+42,72602,4980.55%+2,498
NIKE INC CLASS B(NKE)025,767+25,76702,4640.55%+2,464
ALPHABET INC. CLASS C(GOOG)018,588+18,58802,4510.54%+2,451
GRAINGER W W INCORPORATED(GWW)3,4843,515+3132,4320.54%+2,429
ELI LILLY & COMPANY(LLY)4,4464,421-2522,3750.53%+2,373
PFIZER INC(PFE)67,89169,762+1,87122,3140.51%+2,312
AMAZON COM INCORPORATED(AMZN)18,76318,148-61522,3070.51%+2,305
QUALCOMM INC(QCOM)020,577+20,57702,2850.51%+2,285
WILLIAMS SONOMA(WSM)014,375+14,37502,2340.49%+2,234
STOCK YDS BANCORP(SYBT)054,824+54,82402,1540.48%+2,154
BANK AMERICA CORPORATION078,099+78,09902,1380.47%+2,138
HENRY JACK & ASSOC(JKHY)13,17513,459+28422,0340.45%+2,032
PEPSICO INC(PEP)011,845+11,84502,0070.44%+2,007
TESLA INC(TSLA)7,9287,927-121,9830.44%+1,981
SPDR S&P 500 ETF(SPY)04,499+4,49901,9230.43%+1,923
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND(WT)052,678+52,67801,9070.42%+1,907
SCHWAB U.S. TIPS ETF036,399+36,39901,8380.41%+1,838
ADOBE INC(ADBE)3,6073,575-3221,8230.40%+1,821
ALPHABET INC. CLASS A(GOOG)013,835+13,83501,8100.40%+1,810
STARBUCKS CORP(SBUX)019,785+19,78501,8060.40%+1,806
QUALYS INC(QLYS)011,611+11,61101,7710.39%+1,771
GENERAL DYNAMICS CO(GD)07,960+7,96001,7590.39%+1,759
CISCO SYSTEMS INC(CSCO)38,38232,609-5,77321,7530.39%+1,751
EATON VANCE TAX-ADVANTAGED GLO080,397+80,39701,7160.38%+1,716
HOME DEPOT INC(HD)5,6165,538-7821,6730.37%+1,672
CHURCH & DWIGHT CO INC I(CHD)17,93417,759-17521,6270.36%+1,625
MERCK & CO. INC.(MRK)15,85115,766-8521,6230.36%+1,621
JPMORGAN CHASE & CO(JPM)11,13010,994-13621,5940.35%+1,593
FACTSET RESEARCH SYS(FDS)03,551+3,55101,5530.34%+1,553
ISHARES CORE S&P 500 ETF03,593+3,59301,5430.34%+1,543
JOHNSON & JOHNSON(JNJ)9,4819,716+23521,5130.34%+1,512
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
010,665+10,66501,5110.33%+1,511
THE FORMIDABLE FUND LIMITED PARTNERSHIP01,477,715+1,477,71501,4780.33%+1,478
MASTERCARD INC CLASS A(MA)03,719+3,71901,4720.33%+1,472
BAYTEX ENERGY CORP(BTE)148,949328,549+179,60001,4080.31%+1,407
BOEING CO(BA)07,290+7,29001,3970.31%+1,397
ADVENT CLAYMORE CONV SEC(AVK)0132,436+132,43601,3890.31%+1,389
KNIGHT SWIFT TRANSPORTATCLASS A(KNX)027,311+27,31101,3700.30%+1,370
ISHARES MSCI USA QLTY FACT ETF
MSCI USA QLT FCT
010,387+10,38701,3690.30%+1,369
BRITISH AMERICAN TOB-SP ADR(BTI)043,321+43,32101,3370.30%+1,337
INTEL CORP(INTC)037,482+37,48201,3320.30%+1,332
GENERAL ELECTRIC CO(GE)12,00111,800-20111,3040.29%+1,303
BIO-TECHNE CORP(TECH)19,07119,087+1621,2990.29%+1,298
REPUBLIC BANCORP INCORPORATED KY CLASS A(RBCAA)029,136+29,13601,2830.28%+1,283
ROSS STORES INC(ROST)011,330+11,33001,2800.28%+1,280
SYSCO CORPORATION(SYY)018,908+18,90801,2490.28%+1,249
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
040,158+40,15801,2450.28%+1,245
ENERGY TRANSFER, L.P.(ET)089,477+89,47701,2360.27%+1,236
RBB FD INCORPORATED US TREAS 3 MONTH BILL ETF
F/M US TREASURY
024,530+24,53001,2280.27%+1,228
EMERSON ELEC COMPANY(EMR)012,492+12,49201,2060.27%+1,206
GENUINE PARTS CO(GPC)08,078+8,07801,1660.26%+1,166
AUTO DATA PROCESSING5,1004,786-31411,1510.26%+1,150
MARKETWISE INC CLASS A0713,822+713,82201,1420.25%+1,142
ROYALTY PHARMA PLC(RPRX)041,546+41,54601,1160.25%+1,116
DONALDSON INCORPORATED(DCI)018,554+18,55401,1070.25%+1,107
WHEATON PRECIOUS METALS CORP COM(WPM)026,846+26,84601,0890.24%+1,089
TEXAS PAC LD CORP COM(TPL)0595+59501,0850.24%+1,085
AMERICAN TOWER CORP(AMT)06,395+6,39501,0420.23%+1,042
FIRST TR MLP & ENERGY INCOM FD0131,464+131,46401,0400.23%+1,040
ORACLE CORP(ORCL)9,8919,711-18011,0290.23%+1,027
MCDONALDS CORP(MCD)3,8883,888011,0240.23%+1,023
APTARGROUP INC08,132+8,13201,0170.23%+1,017
ARCHER DANIELS MIDLAND COMPANY013,127+13,12709900.22%+990
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW02,454+2,45409640.21%+964
NUVEEN DOW 30 DYNMC OVERWRT FD SHS068,861+68,86109430.21%+943
GENERAL MLS INCORPORATED(GIS)014,692+14,69209400.21%+940
SHAKE SHACK CLASS A(SHAK)015,835+15,83509200.20%+920
MCEWEN MINING INCORPORATED COM NEW(MUX)0140,746+140,74609150.20%+915
ABBOTT LABORATORIES9,4339,446+1319150.20%+914
VERTEX PHARMACEUTICALS INC COM(VRTX)02,621+2,62109120.20%+912
BOOKING HOLDINGS INCORPORATED(BKNG)0295+29509100.20%+910
GRACO INC(GGG)11,60211,953+35118710.19%+870
U S BANCORP(USB)026,182+26,18208660.19%+866
COTERRA ENERGY INCORPORATED031,369+31,36908490.19%+849
EXPEDITORS INTL WASH INC COM(EXPD)07,323+7,32308390.19%+839
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