CIK 1592613
Formidable Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
394
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 394
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC | 7K | $1M+ | SH |
| ABT | ABBOTT LABS | 9K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| IVW | ISHARES TR | 10K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 10K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 16K | $1M+ | SH |
| CB | CHUBB LIMITED | 4K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 13K | $1M+ | SH |
| NKE | NIKE INC | 17K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 7K | $1M+ | SH |
| PFE | PFIZER INC | 46K | $1M+ | SH |
| NEE-PT | NEXTERA ENERGY INC | 25K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| AVK | ADVENT CONV & INCOME FD | 89K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 15K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 24K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 6K | $1M+ | SH |
| USB | US BANCORP DEL | 23K | $1M+ | SH |
| TJX | TJX COS INC NEW | 8K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 5K | $1M+ | SH |
| DHI | D R HORTON INC | 7K | $1M+ | SH |
| MBIN | MERCHANTS BANCORP IND | 34K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 5K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 12K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 33K | $1M+ | SH |
| URA | GLOBAL X FDS | 22K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 14K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 13K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 6K | $1M+ | SH |
| LAC | LITHIUM AMERS CORP NEW | 201K | $1M+ | SH |
| RTX | RTX CORPORATION | 6K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 12K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 12K | $1M+ | SH |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | 46K | $1M+ | SH |
| BGR | BLACKROCK ENERGY & RES TR | 74K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 4K | $1M+ | SH |
| IJR | ISHARES TR | 8K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| ZTS | ZOETIS INC | 7K | $500K+ | SH |
| SYY | SYSCO CORP | 12K | $500K+ | SH |
| MRK | MERCK & CO INC | 12K | $500K+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 6K | $500K+ | SH |
| GSK | GSK PLC | 23K | $500K+ | SH |
| GEV | GE VERNOVA INC | 2K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 9K | $500K+ | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 47K | $500K+ | SH |
| GLD | SPDR GOLD TR | 3K | $500K+ | SH |
| NRG | NRG ENERGY INC | 6K | $500K+ | SH |