Fund HoldingsFormidable Asset Management, LLC

Total Portfolio Value
$608.88M
Total Bought
$243.10M
Total Sold
$272.79M
Net Transaction
-$29.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ETF OPPORTUNITIES TRUST
FORMI FORTR ETF
0729,632+729,632020,9873.45%+20,987
ETF OPPORTUNITIES TRUST
FORMIDABLE ETF
0900,442+900,442018,9833.12%+18,983
META PLATFORMS INC(META)026,913+26,913015,7582.59%+15,758
ALPHABET INC(GOOG)039,143+39,14307,4541.22%+7,454
ISHARES TR
MSCI USA QLT FCT
040,311+40,31107,1791.18%+7,179
GAMCO GLOBAL GOLD NAT RES &(GGN)01,816,056+1,816,05606,8471.12%+6,847
BERKSHIRE HATHAWAY INC DEL010,735+10,73504,8660.80%+4,866
ALPHABET INC(GOOG)025,654+25,65404,8560.80%+4,856
ACACIA RESH CORP01,002,922+1,002,92204,3530.71%+4,353
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
082,879+82,87904,1750.69%+4,175
FLUX PWR HLDGS INC02,615,225+2,615,22504,1330.68%+4,133
VISA INC(V)012,576+12,57603,9750.65%+3,975
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
046,965+46,96503,8060.63%+3,806
VANGUARD SPECIALIZED FUNDS016,048+16,04803,1430.52%+3,143
JD.COM INC(JD)089,201+89,20103,0930.51%+3,093
T ROWE PRICE ETF INC
PRICE DIV GRWT
077,005+77,00503,0490.50%+3,049
RBB FD INC
F/M US TREASURY
060,420+60,42003,0130.49%+3,013
ISHARES TR
CORE HIGH DV ETF
026,689+26,68902,9960.49%+2,996
WISDOMTREE TR(WT)077,909+77,90902,9430.48%+2,943
ACCENTURE PLC IRELAND
SHS CLASS A
08,152+8,15202,8680.47%+2,868
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
074,309+74,30902,6640.44%+2,664
DELL TECHNOLOGIES INC(DELL)021,725+21,72502,5040.41%+2,504
APPLE INC(AAPL)221,889216,235-5,65451,70054,1508.89%+2,449
ALIBABA GROUP HLDG LTD(BABA)028,699+28,69902,4330.40%+2,433
REPUBLIC BANCORP INC KY(RBCAA)030,199+30,19902,1100.35%+2,110
GLOBAL X FDS
RUSSELL 2000
0125,469+125,46902,0500.34%+2,050
RBB FD INC
US TREASRY 12 MT
040,076+40,07602,0060.33%+2,006
ISHARES TR024,893+24,89302,0030.33%+2,003
TESLA INC(TSLA)15,81815,202-6164,1386,1391.01%+2,001
ISHARES TR03,363+3,36301,9800.33%+1,980
MASTERCARD INCORPORATED(MA)03,729+3,72901,9630.32%+1,963
ISHARES TR021,090+21,09001,9500.32%+1,950
VANGUARD WHITEHALL FDS014,687+14,68701,8740.31%+1,874
NVIDIA CORPORATION(NVDA)0144,053+144,053019,3453.18%+19,345
SHAKE SHACK INC(SHAK)013,305+13,30501,7270.28%+1,727
EXPEDIA GROUP INC(EXPE)09,057+9,05701,6880.28%+1,688
NIKE INC(NKE)021,285+21,28501,6110.26%+1,611
DUKE ENERGY CORP NEW(DUK)014,053+14,05301,5140.25%+1,514
GE AEROSPACE(GE)08,781+8,78101,4650.24%+1,465
ENERGY TRANSFER L P(ET)073,798+73,79801,4460.24%+1,446
EATON CORP PLC(ETN)04,056+4,05601,3460.22%+1,346
SPDR S&P 500 ETF TR(SPY)02,454+2,45401,3230.22%+1,323
US BANCORP DEL(USB)027,569+27,56901,3190.22%+1,319
ISHARES BITCOIN TRUST ETF(IBIT)024,573+24,57301,3040.21%+1,304
NOVO-NORDISK A S(NVO)014,576+14,57601,2540.21%+1,254
FIRST TR MORNINGSTAR DIVID L031,042+31,04201,2500.21%+1,250
INTERNATIONAL BUSINESS MACHS(IBM)7,29512,684+5,3891,6132,7880.46%+1,175
AMAZON COM INC(AMZN)034,247+34,24707,5131.23%+7,513
WILLIS TOWERS WATSON PLC LTD(WTW)03,685+3,68501,1540.19%+1,154
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
058,834+58,83401,1470.19%+1,147
LITHIUM AMERS CORP NEW(LAC)0376,954+376,95401,1200.18%+1,120
LITHIUM AMERICAS ARGENTINA C0409,117+409,11701,0720.18%+1,072
GRAYSCALE BITCOIN TRUST ETF(GBTC)014,110+14,11001,0440.17%+1,044
GLOBAL X FDS
GLOBAL X URANIUM
038,941+38,94101,0430.17%+1,043
NEXTERA ENERGY PARTNERS LP(XIFR)055,836+55,83609940.16%+994
ROYALTY PHARMA PLC(RPRX)036,911+36,91109420.15%+942
ALLIANCE RESOURCE PARTNERS L(ARLP)034,899+34,89909170.15%+917
ALLIANCEBERNSTEIN HLDG L P(AB)023,580+23,58008750.14%+875
BROADCOM INC(AVGO)19,57018,304-1,2663,3764,2440.70%+868
VANGUARD WHITEHALL FDS010,769+10,76908610.14%+861
UNITED PARCEL SERVICE INC(UPS)06,723+6,72308480.14%+848
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)015,970+15,97008470.14%+847
BLACKROCK INC(BLK)0822+82208430.14%+843
INTERACTIVE BROKERS GROUP IN(IBKR)04,769+4,76908430.14%+843
CAMBRIA ETF TR026,564+26,56408320.14%+832
FIRST TR VALUE LINE DIVID IN
SHS
019,022+19,02208300.14%+830
SPDR GOLD TR(GLD)03,236+3,23607840.13%+784
KRANESHARES TRUST026,781+26,78107830.13%+783
INVESCO QQQ TR01,514+1,51407740.13%+774
SKECHERS U S A INC011,443+11,44307690.13%+769
ISHARES TR03,355+3,35507410.12%+741
GRAYSCALE ETHEREUM TRUST ETF(ETHE)025,765+25,76507220.12%+722
COMCAST CORP NEW(CCZ)019,144+19,14407180.12%+718
VANECK ETF TRUST
GOLD MINERS ETF
021,004+21,00407120.12%+712
WORLD GOLD TR(GLDM)013,666+13,66607100.12%+710
ETF SER SOLUTIONS
APTUS DRAWDOWN
015,170+15,17007090.12%+709
JPMORGAN CHASE & CO.(JPM)29,73729,111-6266,2706,9781.15%+708
CROWDSTRIKE HLDGS INC(CRWD)02,063+2,06307060.12%+706
VANGUARD INDEX FDS01,306+1,30607040.12%+704
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)09,120+9,12007010.12%+701
NOMAD FOODS LTD(NOMD)041,721+41,72107000.11%+700
NUVEEN DOW 30 DYNMC OVERWRT045,631+45,63106870.11%+687
NICE LTD(NICE)04,016+4,01606820.11%+682
BERKSHIRE HATHAWAY INC DEL01+106810.11%+681
ASML HOLDING N V
N Y REGISTRY SHS
0969+96906720.11%+672
ISHARES TR05,676+5,67606540.11%+654
VANGUARD WHITEHALL FDS09,438+9,43806410.11%+641
INVESCO EXCH TRADED FD TR II016,115+16,11506350.10%+635
BRITISH AMERN TOB PLC(BTI)017,446+17,44606340.10%+634
ISHARES TR08,289+8,28906270.10%+627
MPLX LP(MPLX)012,744+12,74406100.10%+610
MOTOROLA SOLUTIONS INC(MSI)01,319+1,31906100.10%+610
SYNOPSYS INC(SNPS)01,245+1,24506040.10%+604
SPDR SER TR
ST STR SP AERO
03,500+3,50005800.10%+580
PETMED EXPRESS INC0135,251+135,25106520.11%+652
ISHARES TR01,359+1,35905460.09%+546
FIRST TR EXCHANGE-TRADED FD06,206+6,20605450.09%+545
BAIN CAP SPECIALTY FIN INC(BCSF)030,547+30,54705350.09%+535
LINDE PLC(LIN)01,272+1,27205330.09%+533
SPDR INDEX SHS FDS
ST PORT MARK ETF
013,208+13,20805070.08%+507
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