Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 12, 2016

Total Value ($000): $179,685 (100.0% shares, 0.0% debt)

Holdings (158)

PG PROCTER & GAMBLE COMPANY 17.7%
Value ($000) $31,830 Shares 373,068 Est. Cost $60.81 Unrealized +4.1%
AAPL APPLE INCORPORATED 5.1%
Value ($000) $9,171 Shares 91,744 Est. Cost $18.96 Unrealized +19.3%
GENERAL ELECTRIC COMPANY 4.6%
Value ($000) $8,205 Shares 250,299 Est. Cost $26.01 Unrealized
EATON VANCE TAX ADVT DIV INCM 3.9%
Value ($000) $6,982 Shares 334,857 Est. Cost $3.55 Unrealized
META FACEBOOK INCORPORATED CLASS A 3.3%
Value ($000) $5,940 Shares 48,755 Est. Cost $79.48 Unrealized +44.0%
EATON VANCE TAX MNGD GBL DV EQ 3.1%
Value ($000) $5,627 Shares 638,190 Est. Cost $9.65 Unrealized
XOM EXXON MOBIL CORPORATION 2.4%
Value ($000) $4,351 Shares 46,319 Est. Cost $54.35 Unrealized +6.4%
BAC BANK AMER CORPORATION 1.8%
Value ($000) $3,156 Shares 219,191 Est. Cost $11.47 Unrealized -1.2%
SYBT STOCK YDS BANCORP INCORPORATED 1.6%
Value ($000) $2,803 Shares 95,079 Est. Cost $24.47 Unrealized +10.9%
ADCARE HEALTH SYSTEMS INCORPORATED COM NEW 1.6%
Value ($000) $2,801 Shares 1,359,799 Est. Cost $3.99 Unrealized
MSFT MICROSOFT CORPORATION 1.5%
Value ($000) $2,703 Shares 48,348 Est. Cost $34.00 Unrealized +35.2%
AMERICAN CAP LIMITED 1.5%
Value ($000) $2,661 Shares 163,966 Est. Cost $13.81 Unrealized
CHICAGO BRIDGE & IRON COMPANY N V 1.4%
Value ($000) $2,460 Shares 63,302 Est. Cost $38.91 Unrealized
LVS LAS VEGAS SANDS CORPORATION 1.3%
Value ($000) $2,407 Shares 51,258 Est. Cost $40.85 Unrealized -10.6%
PEP PEPSICO INCORPORATED 1.0%
Value ($000) $1,877 Shares 17,230 Est. Cost $61.61 Unrealized +25.1%
CVX CHEVRON CORPORATION NEW 1.0%
Value ($000) $1,839 Shares 17,420 Est. Cost $70.95 Unrealized -5.9%
INTC INTEL CORPORATION 1.0%
Value ($000) $1,809 Shares 50,697 Est. Cost $21.31 Unrealized +17.9%
GIS GENERAL MLS INCORPORATED 1.0%
Value ($000) $1,793 Shares 25,007 Est. Cost $35.76 Unrealized +27.1%
PFE PFIZER INCORPORATED 1.0%
Value ($000) $1,731 Shares 47,190 Est. Cost $17.39 Unrealized +21.1%
MRK MERCK & COMPANY INCORPORATED 0.9%
Value ($000) $1,528 Shares 25,991 Est. Cost $34.74 Unrealized +13.7%
NUVEEN DOW 30 DYN OVERWRITE SHS 0.8%
Value ($000) $1,507 Shares 102,596 Est. Cost $15.42 Unrealized
SLB SCHLUMBERGER LIMITED 0.8%
Value ($000) $1,390 Shares 17,245 Est. Cost $58.24 Unrealized 0.0%
F FORD MTR COMPANY DEL COM PAR $0.01 0.7%
Value ($000) $1,317 Shares 95,864 Est. Cost $8.34 Unrealized -4.9%
USB US BANCORP DEL COM NEW 0.7%
Value ($000) $1,302 Shares 31,030 Est. Cost $24.46 Unrealized +19.3%
CHD CHURCH & DWIGHT INCORPORATED 0.7%
Value ($000) $1,283 Shares 12,881 Est. Cost $42.58 Unrealized 0.0%
DOW CHEMICAL COMPANY 0.7%
Value ($000) $1,279 Shares 24,155 Est. Cost $44.69 Unrealized
HD HOME DEPOT INCORPORATED 0.7%
Value ($000) $1,257 Shares 9,146 Est. Cost $59.53 Unrealized +76.3%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.7%
Value ($000) $1,176 Shares 8,046 Est. Cost $116.72 Unrealized +22.5%
QLYS QUALYS INCORPORATED 0.6%
Value ($000) $1,117 Shares 35,690 Est. Cost $39.42 Unrealized -28.7%
GD GENERAL DYNAMICS CORPORATION 0.6%
Value ($000) $1,103 Shares 7,634 Est. Cost $90.77 Unrealized +24.6%
NKE NIKE INCORPORATED CLASS B 0.6%
Value ($000) $1,023 Shares 17,705 Est. Cost $48.94 Unrealized +2.8%
IBM INTERNATIONAL BUSINESS MACHINES 0.6%
Value ($000) $1,004 Shares 6,222 Est. Cost $112.54 Unrealized -15.5%
SYY SYSCO CORPORATION 0.5%
Value ($000) $983 Shares 18,982 Est. Cost $24.61 Unrealized +53.1%
GWW GRAINGER W W INCORPORATED 0.5%
Value ($000) $977 Shares 4,503 Est. Cost $183.45 Unrealized +7.0%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $967 Shares 4,456 Est. Cost $183.92 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.5%
Value ($000) $928 Shares 7,743 Est. Cost $65.69 Unrealized +28.2%
MMM 3M COMPANY 0.5%
Value ($000) $917 Shares 5,052 Est. Cost $78.50 Unrealized +30.5%
WHOLE FOODS MKT INCORPORATED 0.5%
Value ($000) $895 Shares 27,203 Est. Cost $31.97 Unrealized
PYPL PAYPAL HLDGS INCORPORATED 0.5%
Value ($000) $889 Shares 22,209 Est. Cost $35.85 Unrealized +6.4%
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $884 Shares 9,115 Est. Cost $69.61 Unrealized +7.0%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $884 Shares 48,075 Est. Cost $12.66 Unrealized +0.7%
MENTOR GRAPHICS CORPORATION 0.5%
Value ($000) $880 Shares 40,219 Est. Cost $21.88 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 0.5%
Value ($000) $816 Shares 10,779 Est. Cost $39.77 Unrealized +27.0%
TECH BIO TECHNE CORPORATION 0.4%
Value ($000) $794 Shares 7,123 Est. Cost $24.23 Unrealized 0.0%
AMGN AMGEN INCORPORATED 0.4%
Value ($000) $793 Shares 4,859 Est. Cost $116.50 Unrealized +0.2%
EMR EMERSON ELEC COMPANY 0.4%
Value ($000) $791 Shares 14,074 Est. Cost $46.28 Unrealized -10.2%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $791 Shares 6,320 Est. Cost $71.60 Unrealized +21.6%
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 0.4%
Value ($000) $789 Shares 34,389 Est. Cost $22.15 Unrealized
GPC GENUINE PARTS COMPANY 0.4%
Value ($000) $789 Shares 7,889 Est. Cost $66.50 Unrealized +10.3%
MO ALTRIA GROUP INCORPORATED 0.4%
Value ($000) $788 Shares 11,418 Est. Cost $18.40 Unrealized +80.5%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.4%
Value ($000) $775 Shares 1,046 Est. Cost $35.61 Unrealized +0.1%
VFC V F CORPORATION 0.4%
Value ($000) $768 Shares 11,966 Est. Cost $57.29 Unrealized +3.2%
DIS DISNEY WALT COMPANY COM DISNEY 0.4%
Value ($000) $755 Shares 7,687 Est. Cost $56.94 Unrealized +61.9%
KNIGHT TRANSN INCORPORATED 0.4%
Value ($000) $743 Shares 26,668 Est. Cost $27.86 Unrealized
UNITED TECHNOLOGIES CORPORATION 0.4%
Value ($000) $743 Shares 7,003 Est. Cost $105.11 Unrealized
RBCAA REPUBLIC BANCORP KY CLASS A 0.4%
Value ($000) $723 Shares 24,132 Est. Cost $26.61 Unrealized +1.2%
MSM MSC INDL DIRECT INCORPORATED CLASS A 0.4%
Value ($000) $715 Shares 9,920 Est. Cost $74.22 Unrealized 0.0%
FDS FACTSET RESH SYSTEMS INCORPORATED 0.4%
Value ($000) $707 Shares 4,190 Est. Cost $139.95 Unrealized 0.0%
ATR APTARGROUP INCORPORATED 0.4%
Value ($000) $698 Shares 8,690 Est. Cost $67.94 Unrealized 0.0%
SPECTRA ENERGY CORPORATION 0.4%
Value ($000) $697 Shares 18,887 Est. Cost $35.03 Unrealized
JKHY HENRY JACK & ASSOC INCORPORATED 0.4%
Value ($000) $692 Shares 7,858 Est. Cost $74.49 Unrealized 0.0%
ROST ROSS STORES INCORPORATED 0.4%
Value ($000) $682 Shares 11,492 Est. Cost $50.49 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PUB LIMITED SHS 0.4%
Value ($000) $676 Shares 5,448 Est. Cost $107.68 Unrealized 0.0%
SANDERSON FARMS INCORPORATED 0.4%
Value ($000) $668 Shares 7,658 Est. Cost $87.23 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $662 Shares 16,055 Est. Cost $31.33 Unrealized +10.4%
DCI DONALDSON INCORPORATED 0.4%
Value ($000) $657 Shares 18,554 Est. Cost $30.16 Unrealized -5.3%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.4%
Value ($000) $654 Shares 7,696 Est. Cost $46.70 Unrealized +15.2%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.4%
Value ($000) $653 Shares 6,551 Est. Cost $48.61 Unrealized +26.3%
WFC WELLS FARGO & COMPANY NEW 0.4%
Value ($000) $649 Shares 13,354 Est. Cost $30.46 Unrealized +22.2%
CINF CINCINNATI FINL CORPORATION 0.4%
Value ($000) $646 Shares 8,627 Est. Cost $34.28 Unrealized +52.7%
WSM WILLIAMS SONOMA INCORPORATED 0.4%
Value ($000) $646 Shares 11,938 Est. Cost $21.78 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $643 Shares 15,085 Est. Cost $28.49 Unrealized +17.1%
LOW LOWES COMPANIES INCORPORATED 0.4%
Value ($000) $642 Shares 7,911 Est. Cost $36.43 Unrealized +77.9%
QCOM QUALCOMM INCORPORATED 0.4%
Value ($000) $642 Shares 11,496 Est. Cost $46.88 Unrealized -14.1%
MA MASTERCARD INCORPORATED CLASS A 0.4%
Value ($000) $639 Shares 6,853 Est. Cost $67.91 Unrealized +32.9%
T AT&T INCORPORATED 0.4%
Value ($000) $638 Shares 14,937 Est. Cost $12.86 Unrealized +17.5%
HRB BLOCK H & R INCORPORATED 0.4%
Value ($000) $633 Shares 26,326 Est. Cost $20.61 Unrealized -25.7%
NVS NOVARTIS A G SPONSORED ADR 0.4%
Value ($000) $630 Shares 7,586 Est. Cost $91.62 Unrealized
PSA PUBLIC STORAGE REIT 0.3%
Value ($000) $619 Shares 2,459 Est. Cost $174.22 Unrealized 0.0%
CUBIC CORPORATION 0.3%
Value ($000) $618 Shares 15,361 Est. Cost $40.23 Unrealized
KANSAS CITY SOUTHERN COM NEW 0.3%
Value ($000) $615 Shares 6,265 Est. Cost $111.03 Unrealized
EATON VANCE TX ADV GLBL DIV FD 0.3%
Value ($000) $611 Shares 41,225 Est. Cost $15.65 Unrealized
MARATHON OIL CORPORATION 0.3%
Value ($000) $609 Shares 40,898 Est. Cost $13.89 Unrealized
GROUPON INCORPORATED COM CLASS A 0.3%
Value ($000) $604 Shares 161,165 Est. Cost $8.60 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.3%
Value ($000) $598 Shares 10,454 Est. Cost $60.30 Unrealized
WHITING PETE CORPORATION NEW 0.3%
Value ($000) $595 Shares 67,105 Est. Cost $24.17 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.3%
Value ($000) $592 Shares 782 Est. Cost $36.72 Unrealized -0.8%
HRL HORMEL FOODS CORPORATION 0.3%
Value ($000) $588 Shares 15,964 Est. Cost $29.51 Unrealized 0.0%
FOOT LOCKER INCORPORATED 0.3%
Value ($000) $587 Shares 10,094 Est. Cost $59.10 Unrealized
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.3%
Value ($000) $569 Shares 157,851 Est. Cost $4.56 Unrealized -29.2%
TJX TJX COMPANIES INCORPORATED NEW 0.3%
Value ($000) $563 Shares 6,730 Est. Cost $22.53 Unrealized +48.0%
HSY HERSHEY COMPANY 0.3%
Value ($000) $560 Shares 5,133 Est. Cost $70.70 Unrealized +5.2%
KO COCA COLA COMPANY 0.3%
Value ($000) $536 Shares 11,768 Est. Cost $28.89 Unrealized +15.3%
FDL FIRST TRUST MORNINGSTAR DIVID LEADERS INDEX FUND 0.3%
Value ($000) $536 Shares 19,473 Est. Cost $21.57 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.3%
Value ($000) $532 Shares 7,404 Est. Cost $54.74 Unrealized -2.2%
BLACKROCK INCORPORATED 0.3%
Value ($000) $523 Shares 1,455 Est. Cost $340.37 Unrealized
LABORATORY CORPORATION AMER HLDGS COM NEW 0.3%
Value ($000) $515 Shares 3,730 Est. Cost $116.38 Unrealized
MET METLIFE INCORPORATED 0.3%
Value ($000) $461 Shares 10,693 Est. Cost $28.82 Unrealized -2.3%
EATON VANCE TX MGD DIV EQ INCM 0.3%
Value ($000) $461 Shares 43,510 Est. Cost $10.34 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.3%
Value ($000) $451 Shares 3,990 Est. Cost $107.86 Unrealized
NFLX NETFLIX INCORPORATED 0.2%
Value ($000) $446 Shares 4,995 Est. Cost $10.14 Unrealized -5.3%
BA BOEING COMPANY 0.2%
Value ($000) $444 Shares 3,294 Est. Cost $100.70 Unrealized +17.7%
PNC PNC FINL SVCS GROUP INCORPORATED 0.2%
Value ($000) $437 Shares 5,291 Est. Cost $52.78 Unrealized +19.3%
PRGO PERRIGO COMPANY PLC SHS 0.2%
Value ($000) $430 Shares 4,534 Est. Cost $103.58 Unrealized 0.0%
SCRIPPS NETWORKS INTERACT INCORPORATED CLASS A COM 0.2%
Value ($000) $421 Shares 6,315 Est. Cost $77.97 Unrealized
VZ VERIZON COMMUNICATIONS INCORPORATED 0.2%
Value ($000) $419 Shares 7,542 Est. Cost $27.13 Unrealized +16.0%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.2%
Value ($000) $413 Shares 50,795 Est. Cost $4.40 Unrealized
BOND PIMCO TOTAL RETURN ACTIVE ETF 0.2%
Value ($000) $411 Shares 3,825 Est. Cost $106.60 Unrealized
EATON VANCE RISK MNGD DIV EQTY 0.2%
Value ($000) $409 Shares 41,786 Est. Cost $10.97 Unrealized
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $408 Shares 11,340 Est. Cost $30.79 Unrealized
FDX FEDEX CORPORATION 0.2%
Value ($000) $397 Shares 2,480 Est. Cost $92.99 Unrealized +49.7%
GILD GILEAD SCIENCES INCORPORATED 0.2%
Value ($000) $395 Shares 4,560 Est. Cost $70.85 Unrealized -11.4%
FVD FIRST TR VALUE LINE DIVID INDX SHS 0.2%
Value ($000) $394 Shares 14,400 Est. Cost $20.07 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 0.2%
Value ($000) $392 Shares 16,193 Est. Cost $24.21 Unrealized
CFR CULLEN FROST BANKERS INCORPORATED 0.2%
Value ($000) $384 Shares 5,645 Est. Cost $49.61 Unrealized -5.9%
BAX BAXTER INTERNATIONAL INCORPORATED 0.2%
Value ($000) $361 Shares 7,728 Est. Cost $31.42 Unrealized +19.3%
PRU PRUDENTIAL FINL INCORPORATED 0.2%
Value ($000) $347 Shares 4,588 Est. Cost $47.49 Unrealized +3.1%
OXY OCCIDENTAL PETE CORPORATION DEL 0.2%
Value ($000) $344 Shares 4,512 Est. Cost $65.84 Unrealized -13.8%
ALLERGAN PLC SHS 0.2%
Value ($000) $336 Shares 1,359 Est. Cost $247.24 Unrealized
KMB KIMBERLY CLARK CORPORATION 0.2%
Value ($000) $336 Shares 2,513 Est. Cost $61.69 Unrealized +52.3%
EATON VANCE ENH EQTY INCORPORATED FD II 0.2%
Value ($000) $324 Shares 24,271 Est. Cost $11.88 Unrealized
REYNOLDS AMERICAN INCORPORATED 0.2%
Value ($000) $320 Shares 6,115 Est. Cost $48.04 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $316 Shares 3,750 Est. Cost $76.21 Unrealized 0.0%
CSCO CISCO SYSTEMS INCORPORATED 0.2%
Value ($000) $314 Shares 10,260 Est. Cost $18.15 Unrealized +14.9%
BIOSCRIP INCORPORATED 0.2%
Value ($000) $306 Shares 117,707 Est. Cost $3.96 Unrealized
E M C CORPORATION MASS 0.2%
Value ($000) $298 Shares 10,570 Est. Cost $25.71 Unrealized
BDX BECTON DICKINSON & COMPANY 0.2%
Value ($000) $286 Shares 1,686 Est. Cost $91.02 Unrealized +52.0%
ABBV ABBVIE INCORPORATED 0.2%
Value ($000) $282 Shares 4,443 Est. Cost $27.16 Unrealized +50.8%
KHC KRAFT HEINZ COMPANY 0.2%
Value ($000) $279 Shares 3,159 Est. Cost $49.21 Unrealized +8.9%
VV VANGUARD LARGE CAP ETF 0.2%
Value ($000) $277 Shares 2,785 Est. Cost $90.78 Unrealized
FRONTIER COMMUNICATIONS CORPORATION 0.2%
Value ($000) $276 Shares 54,809 Est. Cost $4.85 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $269 Shares 2,240 Est. Cost $108.57 Unrealized
SCCO SOUTHERN COPPER CORPORATION 0.1%
Value ($000) $263 Shares 10,061 Est. Cost $17.87 Unrealized +1.4%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $262 Shares 5,809 Est. Cost $23.91 Unrealized +45.7%
POWERSHARES QQQ TRUST UNIT SERIES 1 0.1%
Value ($000) $261 Shares 2,300 Est. Cost $79.68 Unrealized
JPM JPMORGAN CHASE & COMPANY 0.1%
Value ($000) $260 Shares 4,060 Est. Cost $40.72 Unrealized +18.7%
MALLINCKRODT PUB LTD CO 0.1%
Value ($000) $260 Shares 4,076 Est. Cost $63.95 Unrealized
TBT PROSHARES ULTRASHORT 20+ YEAR TREASURY 0.1%
Value ($000) $256 Shares 8,087 Est. Cost $52.50 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.1%
Value ($000) $240 Shares 1,428 Est. Cost $101.58 Unrealized +26.0%
NSC NORFOLK SOUTHERN CORPORATION 0.1%
Value ($000) $231 Shares 2,515 Est. Cost $61.87 Unrealized +12.7%
ROK ROCKWELL AUTOMATION INCORPORATED 0.1%
Value ($000) $224 Shares 1,877 Est. Cost $86.25 Unrealized +10.7%
AMZN AMAZON COM INCORPORATED 0.1%
Value ($000) $221 Shares 297 Est. Cost $33.82 Unrealized 0.0%
SJM SMUCKER J M COMPANY COM NEW 0.1%
Value ($000) $219 Shares 1,440 Est. Cost $92.69 Unrealized +7.0%
IEV ISHARES TR EUROPE ETF 0.1%
Value ($000) $216 Shares 5,650 Est. Cost $46.22 Unrealized
OASIS PETE INCORPORATED NEW 0.1%
Value ($000) $209 Shares 23,625 Est. Cost $23.94 Unrealized
CLAYMORE ETF TRUST GUGGENHEIM RAYMOND JAMES 0.1%
Value ($000) $206 Shares 5,900 Est. Cost $32.54 Unrealized
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $201 Shares 1,609 Est. Cost $84.07 Unrealized +17.9%
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.1%
Value ($000) $184 Shares 10,850 Est. Cost $12.46 Unrealized
FIRST TR MLP & ENERGY INCOME 0.1%
Value ($000) $177 Shares 11,350 Est. Cost $18.53 Unrealized
FXN FIRST TRUST ETF II ENERGY ALPHADEX FUND 0.1%
Value ($000) $165 Shares 11,080 Est. Cost $22.57 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.1%
Value ($000) $159 Shares 10,094 Est. Cost $13.03 Unrealized
BTE BAYTEX ENERGY 0.1%
Value ($000) $123 Shares 21,600 Est. Cost $4.76 Unrealized 0.0%
OPK OPKO HEALTH INCORPORATED 0.1%
Value ($000) $103 Shares 10,450 Est. Cost $10.16 Unrealized 0.0%
ARIAD PHARMACEUTICALS INCORPORATED 0.1%
Value ($000) $102 Shares 13,480 Est. Cost $7.57 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.1%
Value ($000) $95 Shares 10,350 Est. Cost $6.13 Unrealized +7.3%
SEADRILL LIMITED 0.0%
Value ($000) $83 Shares 26,085 Est. Cost $3.18 Unrealized
ALCOBRA LIMITED SHS 0.0%
Value ($000) $61 Shares 14,485 Est. Cost $4.21 Unrealized
REX ENERGY CORPORATION 0.0%
Value ($000) $27 Shares 39,689 Est. Cost $4.19 Unrealized