Fortune Financial Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 95 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 $11.9B, Vaneck Morningstar Wide Moat E with a value of $5.33B, Vanguard with a value of $4.67B, Alphabet Inc. with a value of $3.66B, and Mastercard Inc with a value of $3.61B.
Examining the 13F form we can see an increase of $8.31B in the current position value, from $116B to 124B.
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
$124 Billion
ETFs: $48.1 Billion
Technology: $17 Billion
Consumer Cyclical: $12.2 Billion
Financial Services: $9.92 Billion
Industrials: $9.88 Billion
Consumer Defensive: $8.1 Billion
Healthcare: $7.29 Billion
Communication Services: $5.89 Billion
Other: $4.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
