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Home > Institutional Investor > Formidable Asset Management, Llc > Profile

Instuitional Investor - Formidable Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Formidable Asset Management, Llc
Portfolio Value $481,541,125
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Procter & Gamble Co
 PG 299,671 $43,913,737 9.11%
2.
Apple Inc.
 AAPL 207,142 $39,881,108 8.28%
3.
Etf Opportunities Trust
 1,248,047 $27,878,874 5.78%
4.
Etf Opportunities Trust
 1,004,638 $26,552,381 5.51%
5.
Chevron Corp
 CVX 15,057 $22,458,905 4.66%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)