Fortune Financial Advisors, LLC Portfolio Holdings

Fortune Financial Advisors, LLC

  • $110 Billion
  • Q4 2024

Fortune Financial Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Min Vol Facto with a value of $10.9B, Vaneck Morningstar Wide Moat E with a value of $4.94B, Vanguard with a value of $4.33B, Alphabet Inc. with a value of $3.75B, and Apple Inc. with a value of $3.54B.

Examining the 13F form we can see an decrease of $344M in the current position value, from $110B to 110B.

Fortune Financial Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Fortune Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion
ETFs: $43.6 Billion
Technology: $14.7 Billion
Consumer Cyclical: $11 Billion
Industrials: $8.57 Billion
Financial Services: $8.51 Billion
Healthcare: $7.03 Billion
Consumer Defensive: $6.45 Billion
Communication Services: $5.63 Billion
Other: $3.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52B
$313 Million 0.28% of portfolio
897
Q4 2023 Added 0.22%
$367B
$310 Million 0.28% of portfolio
2,312
Q4 2024 Added 1.31%
$152B
$287 Million 0.26% of portfolio
1,270
Q4 2024 Reduced 7.3%
$86.2B
$272 Million 0.25% of portfolio
1,349
Q2 2024 Reduced 1.46%
$149B
$241 Million 0.22% of portfolio
927
Q2 2024 Reduced 1.07%
$59B
$235 Million 0.21% of portfolio
2,060
Q3 2023 New
$266B
$202 Million 0.18% of portfolio
3,240
Q2 2024 Reduced 1.61%
$2.41B
$61.6 Million 0.06% of portfolio
16,300
Q4 2024 Reduced 0.61%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $110 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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