Formidable Asset Management, LLC
387 holdingsFiling period: 2026-06-30Current AUM: $671.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 178.3K | $45.2M | $53.1M | 7.91% | -2,210 | 2026-06-30 |
| 2 | PG | Procter & Gamble Co | 252.4K | $36.5M | $39.6M | 5.90% | -3,177 | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 141.4K | $24.8M | $26.8M | 3.99% | -1,185 | 2026-06-30 |
| 4 | KONG | ETF Opportunities Trust | 630.7K | $18.6M | $19.9M | 2.97% | -9,264 | 2026-06-30 |
| 5 | FORH | ETF Opportunities Trust | 729.8K | $17.8M | $17.0M | 2.54% | -9,144 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 47.5K | $17.6M | $25.1M | 3.74% | +781 | 2026-06-30 |
| 7 | META | Meta Platforms Inc | 25.3K | $14.5M | $17.8M | 2.66% | -3,551 | 2026-06-30 |
| 8 | GOOG | Alphabet Inc | 41.5K | $12.0M | $11.4M | 1.71% | -128 | 2026-06-30 |
| 9 | LLY | Eli Lilly & Co | 11.6K | $10.7M | $11.4M | 1.70% | -354 | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 41.2K | $8.6M | $9.5M | 1.41% | +2.3K | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 27.6K | $8.1M | $8.3M | 1.24% | +656 | 2026-06-30 |
| 12 | TSLA | Tesla Inc | 20.9K | $7.7M | $6.8M | 1.01% | +1.4K | 2026-06-30 |
| 13 | BABA | Alibaba Group Hldg Ltd | 60.7K | $7.5M | $8.5M | 1.26% | +307 | 2026-06-30 |
| 14 | GGN | Gamco Global Gold Nat Res & | 1.37M | $7.3M | $7.9M | 1.18% | -6,314 | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 27.1K | $7.3M | $6.9M | 1.03% | +1.6K | 2026-06-30 |
| 16 | XEXGX | Eaton Vance Tax-Managed Glob | 834.1K | $7.2M | $7.2M | 1.08% | -9,307 | 2026-06-30 |
| 17 | XOM | Exxon Mobil Corp | 40.0K | $6.8M | $8.8M | 1.31% | +2 | 2026-06-30 |
| 18 | XOM | Exxon Mobil Corp | 40.0K | $6.8M | $8.8M | 1.31% | +2 | 2026-06-30 |
| 19 | QUAL | iShares TR | 34.0K | $6.5M | $6.7M | 1.00% | -1,857 | 2026-06-30 |
| 20 | JNJ | Johnson & Johnson | 23.9K | $5.9M | $6.0M | 0.89% | -2,988 | 2026-06-30 |
| 21 | NEE | Nextera Energy Inc | 62.7K | $5.8M | $5.2M | 0.78% | -183 | 2026-06-30 |
| 22 | AVGO | Broadcom Inc | 18.8K | $5.8M | $5.1M | 0.77% | -16 | 2026-06-30 |
| 23 | CHE | Chemed Corp New | 13.1K | $5.1M | $5.6M | 0.84% | -1,299 | 2026-06-30 |
| 24 | BRK-B | Berkshire Hathaway Inc Del | 10.5K | $5.0M | $5.0M | 0.75% | -61 | 2026-06-30 |
| 25 | CVX | Chevron Corporation | 23.0K | $4.8M | $6.5M | 0.96% | +458 | 2026-06-30 |
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