Fortune Financial Advisors, LLC Portfolio Holdings

Fortune Financial Advisors, LLC

  • $110 Billion
  • Q3 2024

Fortune Financial Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 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 $10.8B, Vaneck Morningstar Wide Moat E with a value of $4.56B, Vanguard with a value of $4.08B, Apple Inc. with a value of $3.33B, and Alphabet Inc. with a value of $3.24B.

Examining the 13F form we can see an decrease of $52.9B in the current position value, from $163B 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: $43.2 Billion
Technology: $14.7 Billion
Consumer Cyclical: $10.1 Billion
Industrials: $9.4 Billion
Healthcare: $8.41 Billion
Financial Services: $7.64 Billion
Consumer Defensive: $6.9 Billion
Communication Services: $5.02 Billion
Other: $4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$628 Million 0.57% of portfolio
149
Q2 2023 New
$1.08T
$597 Million 0.54% of portfolio
3,571
Q3 2024 Added 0.06%
$20.9B
$552 Million 0.5% of portfolio
3,391
Q3 2024 Added 0.98%
$7.81B
$556 Million 0.5% of portfolio
2,648
Q3 2024 Added 0.49%
$0
$549 Million 0.5% of portfolio
3,060
Q3 2024 Reduced 0.62%
$0
$543 Million 0.49% of portfolio
13,319
Q3 2024 Reduced 1.93%
$61.9B
$543 Million 0.49% of portfolio
6,741
Q3 2024 Added 0.12%
$18.6B
$531 Million 0.48% of portfolio
3,263
Q3 2024 Reduced 27.5%
$405B
$522 Million 0.47% of portfolio
3,014
Q3 2024 Reduced 92.8%
$67.1B
$502 Million 0.45% of portfolio
2,911
Q3 2024 Added 890.14%
$191B
$469 Million 0.43% of portfolio
756
Q1 2024 Reduced 15.25%
$405B
$471 Million 0.43% of portfolio
2,907
Q3 2024 Reduced 18.41%
$23.9B
$432 Million 0.39% of portfolio
1,795
Q3 2024 Reduced 5.72%
$143B
$424 Million 0.38% of portfolio
1,278
Q3 2024 Reduced 1.54%
$0
$416 Million 0.38% of portfolio
14,129
Q3 2024 Added 0.41%
$0
$371 Million 0.34% of portfolio
761
Q3 2024 Reduced 1.3%
$188B
$353 Million 0.32% of portfolio
718
Q3 2024 Added 1.13%
$0
$355 Million 0.32% of portfolio
616
Q2 2024 Reduced 37.9%
$176B
$338 Million 0.31% of portfolio
2,791
Q2 2024 Reduced 0.14%
$187B
$332 Million 0.3% of portfolio
1,500
Q3 2024 Reduced 3.47%
$5.76B
$322 Million 0.29% of portfolio
10,338
Q3 2024 Reduced 0.58%
$149B
$299 Million 0.27% of portfolio
927
Q2 2024 Reduced 1.07%
$51.3B
$290 Million 0.26% of portfolio
897
Q4 2023 Added 0.22%
$0
$290 Million 0.26% of portfolio
2,041
Q3 2024 Reduced 49.99%
$0
$286 Million 0.26% of portfolio
8,848
Q3 2024 Reduced 11.29%
$154B
$283 Million 0.26% of portfolio
1,370
Q3 2024 Reduced 35.01%
$0
$281 Million 0.25% of portfolio
1,385
Q3 2024 Reduced 9.71%
$0
$278 Million 0.25% of portfolio
5,655
Q3 2024 Added 0.09%
$349B
$277 Million 0.25% of portfolio
2,282
Q3 2024 Reduced 33.8%
$63.2B
$271 Million 0.25% of portfolio
2,060
Q3 2023 New
$89.6B
$280 Million 0.25% of portfolio
1,349
Q2 2024 Reduced 1.46%
$0
$261 Million 0.24% of portfolio
8,102
Q3 2024 Reduced 2.87%
$268B
$233 Million 0.21% of portfolio
3,240
Q2 2024 Reduced 1.61%
$92.6B
$234 Million 0.21% of portfolio
1,006
Q3 2024 New
$11.8B
$205 Million 0.19% of portfolio
416
Q3 2024 New
$294B
$205 Million 0.19% of portfolio
1,039
Q3 2024 New
$1.38B
$43 Million 0.04% of portfolio
16,400
Q3 2024 Reduced 25.11%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $110 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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