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Institutional Investment Manager
Formidable Asset Management, LLC
Formidable Asset Management, LLC (CIK: 0001592613) incorporated in Ohio, located at 221 E. 4th Street, Cincinnati, OH. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q4)
Portfolio Summary: 555 holdings with a total value of $144,341,000.
#
Name
Shares
Value ($)
%
Options
Notes
551 EATON VANCE TAX-MANAGED GLOBAL COM 660,350 5,755,000 3.99%
552 EATON VANCE TAX ADVT DIV INC 359,131 6,762,000 4.68%
553 GENERAL ELECTRIC CO 226,872 6,862,000 4.75%
554 APPLE INC 82,491 8,306,000 5.75%
555 PROCTER AND GAMBLE CO 132,699 10,331,000 7.16%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-013278, filed 2016.02.02).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.