Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 8, 2018

Total Value ($000): $232,305 (100.0% shares, 0.0% debt)

Holdings (141)

PG PROCTER AND GAMBLE COMPANY 12.6%
Value ($000) $29,173 Shares 373,733 Est. Cost $61.08 Unrealized +1.2%
CHE CHEMED CORPORATION NEW 8.7%
Value ($000) $20,133 Shares 62,561 Est. Cost $136.11 Unrealized +124.2%
AAPL APPLE INCORPORATED 7.1%
Value ($000) $16,482 Shares 89,044 Est. Cost $19.48 Unrealized +119.5%
ADME ETF SER SOLUTIONS APTUS BEHAVIORAL MOMENTUM ETF 4.5%
Value ($000) $10,536 Shares 310,710 Est. Cost $27.79 Unrealized
ETF SER SOLUTIONS APTUS FORTIFIED VALUE ETF 4.4%
Value ($000) $10,328 Shares 370,313 Est. Cost $27.23 Unrealized
META FACEBOOK INCORPORATED CLASS A 3.5%
Value ($000) $8,167 Shares 42,030 Est. Cost $79.48 Unrealized +125.8%
EATON VANCE TAX MNGD GBL DV EQ 3.2%
Value ($000) $7,430 Shares 807,147 Est. Cost $9.34 Unrealized
BAC BANK AMER CORPORATION 2.9%
Value ($000) $6,622 Shares 234,891 Est. Cost $19.10 Unrealized +30.1%
EATON VANCE TAX ADVT DIV INCM 2.8%
Value ($000) $6,437 Shares 279,645 Est. Cost $22.13 Unrealized
SYBT STOCK YDS BANCORP INCORPORATED 2.2%
Value ($000) $5,181 Shares 135,816 Est. Cost $29.45 Unrealized +30.2%
MSFT MICROSOFT CORPORATION 2.2%
Value ($000) $5,035 Shares 51,053 Est. Cost $36.77 Unrealized +144.1%
SHAK SHAKE SHACK INCORPORATED CLASS A 2.0%
Value ($000) $4,574 Shares 69,103 Est. Cost $45.99 Unrealized +20.5%
SPTM SPDR FTSE PORTFOLIO TL STK 1.8%
Value ($000) $4,159 Shares 122,357 Est. Cost $33.99 Unrealized
XOM EXXON MOBIL CORPORATION 1.7%
Value ($000) $3,842 Shares 46,442 Est. Cost $54.42 Unrealized +3.2%
QUAL ISHARES TR USA QUALITY FCTR 1.6%
Value ($000) $3,656 Shares 43,817 Est. Cost $82.90 Unrealized
LVS LAS VEGAS SANDS CORPORATION 1.5%
Value ($000) $3,579 Shares 46,880 Est. Cost $40.85 Unrealized +60.8%
SPDW SPDR PORTFOLIO DEVELPED ETF 1.4%
Value ($000) $3,207 Shares 105,485 Est. Cost $30.40 Unrealized
NEAR ISHARES SHT MAT BD ETF 1.4%
Value ($000) $3,152 Shares 62,833 Est. Cost $50.16 Unrealized
OASIS PETE INCORPORATED NEW 1.3%
Value ($000) $2,956 Shares 227,900 Est. Cost $14.50 Unrealized
SPSB SPDR FTSE PORTFOLIO SHORT ETF 1.3%
Value ($000) $2,946 Shares 97,692 Est. Cost $30.16 Unrealized
INTC INTEL CORPORATION 1.2%
Value ($000) $2,871 Shares 57,752 Est. Cost $22.70 Unrealized +98.4%
NKE NIKE INCORPORATED CLASS B 1.0%
Value ($000) $2,363 Shares 29,655 Est. Cost $49.28 Unrealized +29.5%
GENERAL ELECTRIC COMPANY 1.0%
Value ($000) $2,303 Shares 169,224 Est. Cost $26.01 Unrealized
GIS GENERAL MLS INCORPORATED 0.9%
Value ($000) $2,146 Shares 48,497 Est. Cost $34.03 Unrealized -1.8%
DES WISDOM TREE US SMALLCAP DIVD ETF 0.9%
Value ($000) $2,139 Shares 72,151 Est. Cost $29.65 Unrealized
CVX CHEVRON CORPORATION NEW 0.8%
Value ($000) $1,973 Shares 15,607 Est. Cost $71.04 Unrealized +25.5%
SPEM SPDR PORTFOLIO EMG MK ETF 0.8%
Value ($000) $1,910 Shares 54,047 Est. Cost $35.34 Unrealized
USB US BANCORP DEL COM NEW 0.7%
Value ($000) $1,716 Shares 34,300 Est. Cost $26.80 Unrealized +39.0%
DOWDUPONT INCORPORATED 0.7%
Value ($000) $1,697 Shares 25,747 Est. Cost $69.24 Unrealized
PFE PFIZER INCORPORATED 0.7%
Value ($000) $1,677 Shares 46,227 Est. Cost $17.46 Unrealized +39.2%
PEP PEPSICO INCORPORATED 0.7%
Value ($000) $1,663 Shares 15,269 Est. Cost $61.92 Unrealized +32.0%
QLYS QUALYS INCORPORATED 0.7%
Value ($000) $1,593 Shares 18,900 Est. Cost $39.42 Unrealized +103.9%
TSCO TRACTOR SUPPLY COMPANY 0.7%
Value ($000) $1,541 Shares 20,152 Est. Cost $12.31 Unrealized +0.4%
NUVEEN DOW 30 DYN OVERWRITE SHS 0.7%
Value ($000) $1,520 Shares 82,271 Est. Cost $16.96 Unrealized
CHD CHURCH & DWIGHT INCORPORATED 0.6%
Value ($000) $1,499 Shares 28,205 Est. Cost $43.11 Unrealized +2.3%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $1,452 Shares 50,598 Est. Cost $13.35 Unrealized +77.2%
FLRN SPDR SERIES TRUST BLOMBERG 0.6%
Value ($000) $1,430 Shares 46,490 Est. Cost $30.76 Unrealized
STIP ISHARES 0-5 YR TIPS ETF 0.6%
Value ($000) $1,422 Shares 14,267 Est. Cost $99.67 Unrealized
JKHY HENRY JACK & ASSOC INCORPORATED 0.6%
Value ($000) $1,340 Shares 10,276 Est. Cost $113.36 Unrealized 0.0%
SYY SYSCO CORPORATION 0.6%
Value ($000) $1,296 Shares 18,983 Est. Cost $24.61 Unrealized +112.4%
VFC V F CORPORATION 0.6%
Value ($000) $1,293 Shares 15,855 Est. Cost $57.02 Unrealized +32.1%
ROST ROSS STORES INCORPORATED 0.5%
Value ($000) $1,274 Shares 15,032 Est. Cost $53.04 Unrealized +42.2%
CUBIC CORPORATION 0.5%
Value ($000) $1,267 Shares 19,731 Est. Cost $42.87 Unrealized
KNX KNIGHT SWIFT TRANSN HLDGS INCORPORATED CLASS A 0.5%
Value ($000) $1,240 Shares 32,442 Est. Cost $35.26 Unrealized +8.4%
PYPL PAYPAL HLDGS INCORPORATED 0.5%
Value ($000) $1,229 Shares 14,761 Est. Cost $36.32 Unrealized +118.9%
SBUX STARBUCKS CORPORATION 0.5%
Value ($000) $1,193 Shares 24,416 Est. Cost $46.32 Unrealized +3.8%
RBCAA REPUBLIC BANCORP KY CLASS A 0.5%
Value ($000) $1,140 Shares 25,155 Est. Cost $26.72 Unrealized +61.4%
SANDERSON FARMS INCORPORATED 0.5%
Value ($000) $1,092 Shares 10,384 Est. Cost $105.16 Unrealized
ATR APTARGROUP INCORPORATED 0.5%
Value ($000) $1,077 Shares 11,538 Est. Cost $68.68 Unrealized +22.7%
WSM WILLIAMS SONOMA INCORPORATED 0.4%
Value ($000) $1,020 Shares 16,623 Est. Cost $21.50 Unrealized +5.1%
MSM MSC INDL DIRECT INCORPORATED CLASS A 0.4%
Value ($000) $1,006 Shares 11,855 Est. Cost $76.31 Unrealized +18.7%
ARCC ARES CAP CORPORATION 0.4%
Value ($000) $982 Shares 59,678 Est. Cost $7.28 Unrealized +9.0%
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $972 Shares 15,103 Est. Cost $57.27 Unrealized -9.7%
GPC GENUINE PARTS COMPANY 0.4%
Value ($000) $953 Shares 10,386 Est. Cost $76.71 Unrealized -4.7%
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $940 Shares 14,046 Est. Cost $61.75 Unrealized
HRL HORMEL FOODS CORPORATION 0.4%
Value ($000) $844 Shares 22,695 Est. Cost $29.19 Unrealized +0.9%
DCI DONALDSON INCORPORATED 0.4%
Value ($000) $837 Shares 18,554 Est. Cost $30.16 Unrealized +35.3%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.4%
Value ($000) $825 Shares 16,397 Est. Cost $29.56 Unrealized +9.0%
EMR EMERSON ELEC COMPANY 0.3%
Value ($000) $799 Shares 11,552 Est. Cost $46.28 Unrealized +26.7%
HRB BLOCK H & R INCORPORATED 0.3%
Value ($000) $796 Shares 34,945 Est. Cost $19.62 Unrealized +0.2%
BMY BRISTOL MYERS SQUIBB COMPANY 0.3%
Value ($000) $769 Shares 13,901 Est. Cost $40.09 Unrealized +1.3%
WHITING PETE CORPORATION NEW COM NEW 0.3%
Value ($000) $769 Shares 14,590 Est. Cost $31.32 Unrealized
MARATHON OIL CORPORATION 0.3%
Value ($000) $764 Shares 36,613 Est. Cost $14.16 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $763 Shares 12,518 Est. Cost $28.49 Unrealized +86.6%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.3%
Value ($000) $763 Shares 20,460 Est. Cost $34.98 Unrealized
FOOT LOCKER INCORPORATED 0.3%
Value ($000) $742 Shares 14,102 Est. Cost $59.42 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 0.3%
Value ($000) $689 Shares 23,377 Est. Cost $22.79 Unrealized
GABELLI HLTHCARE & WELLNESS TR SHS 0.3%
Value ($000) $689 Shares 68,766 Est. Cost $10.13 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.3%
Value ($000) $685 Shares 68,245 Est. Cost $8.25 Unrealized
WFC WELLS FARGO COMPANY NEW 0.3%
Value ($000) $643 Shares 11,599 Est. Cost $31.00 Unrealized +39.8%
BP BP PLC SPONSORED ADR 0.3%
Value ($000) $641 Shares 14,033 Est. Cost $39.17 Unrealized
EATON VANCE TX ADV GLBL DIV FD 0.3%
Value ($000) $636 Shares 37,415 Est. Cost $17.21 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $618 Shares 14,028 Est. Cost $32.39 Unrealized +27.1%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.3%
Value ($000) $607 Shares 16,329 Est. Cost $38.09 Unrealized
FIRST TR MLP & ENERGY INCOME 0.3%
Value ($000) $599 Shares 45,963 Est. Cost $14.88 Unrealized
T AT&T INCORPORATED 0.3%
Value ($000) $594 Shares 18,477 Est. Cost $13.49 Unrealized +7.7%
DGRO ISHARES TR CORE DIV GRWTH 0.3%
Value ($000) $587 Shares 17,125 Est. Cost $32.38 Unrealized
KO COCA COLA COMPANY 0.2%
Value ($000) $571 Shares 13,015 Est. Cost $29.35 Unrealized +15.9%
EATON VANCE TX MGD DIV EQ INCM 0.2%
Value ($000) $555 Shares 45,810 Est. Cost $11.71 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVID LEADERS INDEX FUND 0.2%
Value ($000) $555 Shares 19,425 Est. Cost $22.51 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.2%
Value ($000) $534 Shares 12,401 Est. Cost $20.44 Unrealized +70.0%
F FORD MTR COMPANY DEL COM PAR $0.01 0.2%
Value ($000) $514 Shares 46,439 Est. Cost $8.34 Unrealized -7.2%
FEZ SPDR INDEX SHS FUNDS DJ EURO STOXX 50 ETF 0.2%
Value ($000) $465 Shares 12,142 Est. Cost $36.46 Unrealized
GROUPON INCORPORATED 0.2%
Value ($000) $458 Shares 106,605 Est. Cost $8.60 Unrealized
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.2%
Value ($000) $435 Shares 96,576 Est. Cost $4.37 Unrealized -21.1%
EATON VANCE RISK MNGD DIV EQTY 0.2%
Value ($000) $410 Shares 43,458 Est. Cost $9.42 Unrealized
FVD FIRST TR VALUE LINE DIVID INDX SHS 0.2%
Value ($000) $376 Shares 12,425 Est. Cost $21.52 Unrealized
XLF SECTOR SPDR TR SBI INT-FINL 0.2%
Value ($000) $375 Shares 14,103 Est. Cost $23.53 Unrealized
EATON VANCE ENH EQTY INCORPORATED FD II 0.2%
Value ($000) $354 Shares 21,028 Est. Cost $14.98 Unrealized
BIOSCRIP INCORPORATED 0.1%
Value ($000) $237 Shares 80,725 Est. Cost $3.96 Unrealized
ALPS ETF TRUST ALERIAN MLP ETF 0.1%
Value ($000) $233 Shares 23,105 Est. Cost $12.42 Unrealized
TEKLA HEALTHCARE OPPORTUNIT FD SHS 0.1%
Value ($000) $220 Shares 12,900 Est. Cost $18.44 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.1%
Value ($000) $204 Shares 13,819 Est. Cost $6.70 Unrealized +58.5%
BAC CALL: BANK OF AMERICA JAN 30 EXP 1/17/20 0.0%
Value ($000) $64 Shares 300 Est. Cost $19.10 Unrealized +30.1%
CALL: PROCTER AND GAMBLE COMPANY OCT 77.50 EXP 10/19/18 0.0%
Value ($000) $33 Shares 100 Est. Cost Unrealized
PBR CALL: PETROBRAS JAN 10 EXP 1/17/20 0.0%
Value ($000) $29 Shares 250 Est. Cost $8.25 Unrealized
AAPL CALL: APPL JAN 165 1/18/19 0.0%
Value ($000) $24 Shares 10 Est. Cost $19.48 Unrealized +119.5%
CALL: PROCTER AND GAMBLE COMPANY OCT 80 EXP 10/19/18 0.0%
Value ($000) $23 Shares 110 Est. Cost Unrealized
CALL: PROCTER & GAMBLE COMPANY JAN 82.50 EXP 01/18/19 0.0%
Value ($000) $20 Shares 100 Est. Cost Unrealized
CALL: PROCTER AND GAMBLE COMPANY SEP 80 EXP 09/21/18 0.0%
Value ($000) $16 Shares 100 Est. Cost Unrealized
CALL: PROCTER AND GAMBLE COMPANY JUN 75.50 EXP 06/29/18 0.0%
Value ($000) $14 Shares 50 Est. Cost Unrealized
CALL: PROCTER & GAMBLE COMPANY JAN 85 EXP 01/18/19 0.0%
Value ($000) $14 Shares 100 Est. Cost Unrealized
CALL: PROCTER AND GAMBLE COMPANY OCT 82.50 EXP 10/19/18 0.0%
Value ($000) $13 Shares 100 Est. Cost Unrealized
CALL: CHEMED CORPORATION NEW SEP 320 EXP 09/21/18 0.0%
Value ($000) $9 Shares 5 Est. Cost Unrealized
CALL: PROCTER AND GAMBLE COMPANY JUL 78.50 EXP 07/06/18 0.0%
Value ($000) $8 Shares 200 Est. Cost Unrealized
CALL: APPLE INCORPORATED OCT 190 EXP 10/19/18 0.0%
Value ($000) $7 Shares 10 Est. Cost Unrealized
PBR PUT: PETROBRAS JULY 9 EXP 7/20/18 0.0%
Value ($000) $4 Shares 300 Est. Cost $8.25 Unrealized
CALL: FACEBOOK INCORPORATED CLASS A SEP 210 EXP 09/21/18 0.0%
Value ($000) $4 Shares 7 Est. Cost $200.00 Unrealized
CALL: APPLE INCORPORATED DEC 210 EXP 12/21/18 0.0%
Value ($000) $4 Shares 10 Est. Cost Unrealized
CALL: NIKE INCORPORATED CLASS B OCT 75 EXP 10/19/18 0.0%
Value ($000) $4 Shares 5 Est. Cost Unrealized
CALL: MICROSOFT CORPORATION JUL 100 EXP 07/20/18 0.0%
Value ($000) $4 Shares 20 Est. Cost $250.00 Unrealized
CALL: APPLE INCORPORATED NOV 200 EXP 11/16/18 0.0%
Value ($000) $4 Shares 8 Est. Cost Unrealized
CALL: PEPSICO INCORPORATED OCT 110 EXP 10/19/18 0.0%
Value ($000) $3 Shares 8 Est. Cost Unrealized
CALL: MICROSOFT CORPORATION OCT 105 EXP 10/19/18 0.0%
Value ($000) $3 Shares 10 Est. Cost Unrealized
CALL: EXXON MOBIL CORPORATION NOV 87.50 EXP 11/16/18 0.0%
Value ($000) $3 Shares 13 Est. Cost Unrealized
CALL: NIKE INCORPORATED CLASS B AUG 75 EXP 08/17/18 0.0%
Value ($000) $2 Shares 4 Est. Cost Unrealized
CALL: EXXON MOBIL CORPORATION SEP 87.50 EXP 09/21/18 0.0%
Value ($000) $2 Shares 20 Est. Cost Unrealized
CALL: VERIZON COMMUNICATIONS JUN 48 EXP 06/29/18 0.0%
Value ($000) $2 Shares 7 Est. Cost Unrealized
CALL: CHEVRON CORPORATION NEW SEP 130 EXP 09/21/18 0.0%
Value ($000) $2 Shares 5 Est. Cost Unrealized
CALL: PEPSICO INCORPORATED JUL 108 EXP 07/06/18 0.0%
Value ($000) $1 Shares 9 Est. Cost Unrealized
CALL: VERIZON COMMUNICATIONS SEP 52.50 EXP 09/21/18 0.0%
Value ($000) $1 Shares 16 Est. Cost Unrealized
CALL: DOWDUPONT INCORPORATED SEP 70 EXP 09/21/18 0.0%
Value ($000) $1 Shares 9 Est. Cost Unrealized
CALL: BRISTOL MYERS SQUIBB COMPANY JUN 54 EXP 06/29/18 0.0%
Value ($000) $1 Shares 8 Est. Cost Unrealized
CALL: VERIZON COMMUNICATIONS OCT 52.50 EXP 10/19/18 0.0%
Value ($000) $1 Shares 11 Est. Cost Unrealized
CALL: EXXON MOBIL CORPORATION OCT 87.50 EXP 10/19/18 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
CALL: APPLE INCORPORATED SEP 205 EXP 09/21/18 0.0%
Value ($000) $1 Shares 3 Est. Cost Unrealized
CALL: COCA COLA COMPANY JUL 44 EXP 07/20/18 0.0%
Value ($000) $1 Shares 12 Est. Cost Unrealized
CALL: EMERSON ELEC COMPANY SEP 75 EXP 09/21/18 0.0%
Value ($000) $1 Shares 8 Est. Cost Unrealized
CALL: APPLE INCORPORATED DEC 205 EXP 12/21/18 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
CALL: INTEL CORPORATION SEP 60 EXP 09/21/18 0.0%
Value ($000) $1 Shares 42 Est. Cost $150.00 Unrealized
CALL: DOWDUPONT INCORPORATED JUN 68.50 EXP 06/29/18 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CALL: CHEVRON CORPORATION NEW JUL 129 EXP 07/06/18 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CALL: DOWDUPONT INCORPORATED SEP 72.50 EXP 09/21/18 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CALL: DOWDUPONT INCORPORATED AUG 72.50 EXP 08/17/18 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
CALL: PFIZER INCORPORATED JUN 36 EXP 06/29/18 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CALL: CISCO SYSTEMS INCORPORATED JUN 44 EXP 06/29/18 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
CALL: INTEL CORPORATION JUN 55 EXP 06/29/18 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
CALL: ABBOTT LABS JUN 62 EXP 06/29/18 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CALL: EXXON MOBIL CORPORATION JUN 83 EXP 06/29/18 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CALL: MICROSOFT CORPORATION JUN 99 EXP 06/29/18 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CALL: GENERAL ELECTRIC COMPANY JUN 15.50 EXP 06/29/18 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized