Fortune Financial Advisors, LLC Reduced Holdings in Q3 2024

Fortune Financial Advisors, LLC

  • $110 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-38.9K
- 92.8%
$160.76 - $177.82 $6.25M - $6.91M
3.01K $522M
MSFT
Microsoft Corp

Technology
-12.5K
- 66.43%
$395.15 - $467.56 $4.94M - $5.85M
6.32K $2.72B
AAPL
Apple Inc.

Technology
-9.72K
- 40.46%
$207.23 - $234.82 $2.01M - $2.28M
14.3K $3.33B
CVX
Chevron Corp

Energy
-6.15K
- 49.79%
$137.88 - $161.97 $848K - $996K
6.2K $913M
GOOGL
Alphabet Inc.

Communication Services
-3.58K
- 15.49%
$148.65 - $191.18 $532K - $685K
19.5K $3.24B
JPM
Jpmorgan Chase & CO

Financial Services
-5.24K
- 32.78%
$194.9 - $224.8 $1.02M - $1.18M
10.8K $2.27B
AMZN
Amazon Com Inc

Consumer Cyclical
-4.4K
- 28.3%
$161.02 - $200.0 $708K - $879K
11.1K $2.07B
META
Meta Platforms, Inc.

Communication Services
-1.76K
- 45.89%
$453.41 - $572.44 $797K - $1.01M
2.07K $1.19B
ADBE
Adobe Inc.

Technology
-1.08K
- 32.22%
$508.13 - $586.55 $547K - $631K
2.26K $1.17B
V
Visa Inc.

Financial Services
-1.88K
- 24.57%
$253.74 - $291.56 $477K - $548K
5.78K $1.59B
MA
Mastercard Inc

Financial Services
-1.44K
- 18.77%
$429.6 - $500.99 $618K - $720K
6.22K $3.07B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.04K
- 49.99%
$125.95 - $142.04 $257K - $290K
2.04K $290M
HON
Honeywell International Inc

Industrials
-738
- 35.01%
$196.73 - $220.21 $145K - $163K
1.37K $283M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1.24K
- 27.5%
$138.82 - $162.76 $172K - $201K
3.26K $531M
NVDA
Nvidia Corp

Technology
-1.17K
- 33.8%
$98.91 - $134.91 $115K - $157K
2.28K $277M
JNJ
Johnson & Johnson

Healthcare
-656
- 18.41%
$145.48 - $167.38 $95.4K - $110K
2.91K $471M
PEP
Pepsico Inc

Consumer Defensive
-354
- 7.68%
$161.9 - $179.3 $57.3K - $63.5K
4.26K $724M
TTE
Total Energies Se

Energy
-60
- 0.46%
$68.61 - $68.61 $4.12K - $4.12K
12.9K $836M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.67K
- 8.02%
$57.32 - $62.65 $95.6K - $105K
19.1K $1.19B
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.13K
- 11.29%
N/A
8.85K $286M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-207
- 0.88%
$91.42 - $91.82 $18.9K - $19K
23.2K $2.13B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-149
- 9.71%
$175.46 - $203.3 $26.1K - $30.3K
1.39K $281M
BB
Blackberry LTD

Technology
-5.5K
- 25.11%
$2.11 - $2.63 $11.6K - $14.5K
16.4K $43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 1.3%
$434.77 - $502.96 $4.35K - $5.03K
761 $371M
RYH
Invesco S&P 500 Equal Weight H

ETFs
-239
- 2.87%
N/A
8.1K $261M
ETN
Eaton Corp PLC

Industrials
-20
- 1.54%
$272.52 - $333.02 $5.45K - $6.66K
1.28K $424M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-19
- 0.62%
$162.64 - $179.3 $3.09K - $3.41K
3.06K $549M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-60
- 0.58%
$26.56 - $32.5 $1.59K - $1.95K
10.3K $322M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-501
- 5.78%
$105.53 - $118.34 $52.9K - $59.3K
8.17K $956M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-262
- 1.93%
$36.99 - $40.84 $9.69K - $10.7K
13.3K $543M
SPY
Spdr S&P 500 ETF Trust

ETFs
-34
- 1.57%
$517.38 - $573.86 $17.6K - $19.5K
2.14K $1.23B
VBR
Vanguard Small Cap Value ETF

ETFs
-11
- 0.35%
$179.99 - $201.6 $1.98K - $2.22K
3.16K $635M
SBAC
Sba Communications Corp

Real Estate
-109
- 5.72%
$189.0 - $245.01 $20.6K - $26.7K
1.8K $432M
IBM
International Business Machines Corp

Technology
-54
- 3.47%
$175.1 - $223.38 $9.46K - $12.1K
1.5K $332M
Canadian Pacific Kansas City
-145
- 1.25%
N/A
11.4K $976M
TIP
Ishares Tr Tips Bd ETF

ETFs
-14
- 0.07%
$105.92 - $110.83 $1.48K - $1.55K
19.6K $2.17B
AXP
American Express CO

Financial Services
-141
- 5.12%
$225.92 - $271.17 $31.9K - $38.2K
2.62K $709M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-10
- 0.31%
$386.81 - $423.12 $3.87K - $4.23K
3.19K $1.35B
GRMN
Garmin LTD

Technology
-29
- 0.34%
$161.1 - $183.29 $4.67K - $5.32K
8.43K $1.48B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-345
- 1.56%
$69.31 - $77.34 $23.9K - $26.7K
21.7K $1.67B
MCD
Mcdonalds Corp

Consumer Cyclical
-45
- 1.36%
$245.82 - $304.51 $11.1K - $13.7K
3.27K $995M
MO
Altria Group, Inc.

Consumer Defensive
-319
- 0.79%
$45.95 - $54.71 $14.7K - $17.5K
40.2K $2.05B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-66
- 0.43%
$162.83 - $179.16 $10.7K - $11.8K
15.3K $2.74B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-5
- 0.21%
$1015.62 - $1159.62 $5.08K - $5.8K
2.42K $2.79B
LMT
Lockheed Martin Corp

Industrials
-2
- 0.07%
$460.3 - $584.56 $921 - $1.17K
3.05K $1.78B
NOC
Northrop Grumman Corp

Industrials
-10
- 0.22%
$423.73 - $533.14 $4.24K - $5.33K
4.63K $2.44B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-9
- 0.01%
$83.76 - $91.82 $754 - $826
118K $10.8B
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fortune Financial Advisors, LLC Portfolio

Follow Fortune Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortune Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortune Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email