Fortune Financial Advisors, LLC Portfolio Holdings

Fortune Financial Advisors, LLC

  • $116 Billion
  • Q1 2025

Fortune Financial Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $116 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 $11.5B, Vaneck Morningstar Wide Moat E with a value of $4.87B, Vanguard with a value of $4.47B, O Reilly Automotive Inc with a value of $3.57B, and Mastercard Inc with a value of $3.46B.

Examining the 13F form we can see an increase of $5.95B in the current position value, from $110B to 116B.

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 $116 Billion
ETFs: $46.1 Billion
Technology: $14.2 Billion
Consumer Cyclical: $11.9 Billion
Financial Services: $9.12 Billion
Industrials: $8.77 Billion
Consumer Defensive: $7.75 Billion
Healthcare: $7.47 Billion
Communication Services: $4.97 Billion
Other: $4.82 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.5 Billion 9.92% of portfolio
122,841
Q1 2025 Added 0.44%
$0
$4.87 Billion 4.2% of portfolio
55,390
Q1 2025 Added 3.98%
$0
$4.47 Billion 3.85% of portfolio
76,084
Q1 2025 Added 2.32%
$88.9B
$3.57 Billion 3.08% of portfolio
2,493
Q1 2025 Added 1.8%
$523B
$3.46 Billion 2.98% of portfolio
6,314
Q1 2025 Added 1.04%
$3.42T
$3.38 Billion 2.92% of portfolio
15,234
Q1 2025 Added 7.87%
$957B
$3.17 Billion 2.73% of portfolio
20,471
Q1 2025 Added 3.35%
$0
$2.99 Billion 2.58% of portfolio
25,332
Q1 2025 Reduced 0.23%
$0
$2.87 Billion 2.48% of portfolio
57,597
Q1 2025 Added 8.76%
$718B
$2.74 Billion 2.36% of portfolio
11,162
Q1 2025 Added 2.54%
$2.95T
$2.59 Billion 2.23% of portfolio
6,887
Q1 2025 Added 8.0%
$106B
$2.56 Billion 2.21% of portfolio
42,628
Q1 2025 Added 3.1%
$0
$2.47 Billion 2.13% of portfolio
14,238
Q1 2025 Reduced 5.53%
$74.9B
$2.46 Billion 2.12% of portfolio
4,807
Q1 2025 Added 1.54%
$1.88T
$2.31 Billion 1.99% of portfolio
12,157
Q1 2025 Added 7.86%
$266B
$2.18 Billion 1.88% of portfolio
13,739
Q1 2025 Added 5.59%
$0
$2.04 Billion 1.76% of portfolio
18,350
Q1 2025 Reduced 4.66%
$150B
$1.98 Billion 1.71% of portfolio
28,518
Q1 2025 Added 4.13%
$35.8B
$1.81 Billion 1.56% of portfolio
8,346
Q1 2025 Reduced 0.98%
$130B
$1.81 Billion 1.56% of portfolio
12,503
Q1 2025 Added 3.75%
$22.5B
$1.76 Billion 1.52% of portfolio
7,782
Q1 2025 Added 3.05%
$0
$1.59 Billion 1.37% of portfolio
20,385
Q1 2025 Reduced 3.29%
$31.7B
$1.54 Billion 1.33% of portfolio
26,304
Q1 2025 Added 4.39%
$229B
$1.54 Billion 1.33% of portfolio
11,602
Q1 2025 Added 2.75%
$45.8B
$1.51 Billion 1.3% of portfolio
23,053
Q1 2025 Added 3.62%
$125B
$1.45 Billion 1.25% of portfolio
3,256
Q1 2025 Added 3.5%
$9.5B
$1.35 Billion 1.16% of portfolio
4,913
Q1 2025 Added 1.84%
$5.62B
$1.3 Billion 1.12% of portfolio
23,570
Q1 2025 Added 4.33%
$149B
$1.28 Billion 1.1% of portfolio
10,521
Q1 2025 Added 8.44%
$1.25T
$1.25 Billion 1.07% of portfolio
2,161
Q1 2025 Added 5.16%
$0
$1.18 Billion 1.02% of portfolio
2,106
Q1 2025 Reduced 0.85%
$266B
$1.16 Billion 1.0% of portfolio
6,912
Q1 2025 Added 6.67%
$0
$1.15 Billion 0.99% of portfolio
2,747
Q1 2025 Reduced 14.08%
$0
$1.1 Billion 0.95% of portfolio
18,846
Q1 2025 Reduced 1.55%
$235B
$1.04 Billion 0.9% of portfolio
3,325
Q1 2025 Added 0.09%
$0
$1.03 Billion 0.88% of portfolio
1,995
Q1 2025 Added 120.93%
$0
$969 Million 0.84% of portfolio
10,165
Q1 2025 Reduced 0.55%
$174B
$947 Million 0.82% of portfolio
2,468
Q1 2025 Added 5.11%
$32.9B
$948 Million 0.82% of portfolio
6,018
Q1 2025 Added 2.52%
$17.4B
$915 Million 0.79% of portfolio
1,991
Q1 2025 Added 7.85%
$173B
$898 Million 0.77% of portfolio
13,877
Q1 2025 Added 4.76%
Canadian Pacific Kansas City
-
$883 Million 0.76% of portfolio
-
Q1 2025 Added 4.69%
$11.3B
$842 Million 0.73% of portfolio
1,792
Q1 2025 Added 14.36%
$0
$823 Million 0.71% of portfolio
7,866
Q1 2025 Reduced 2.61%
$0
$807 Million 0.7% of portfolio
8,797
Q1 2025 Reduced 5.48%
$199B
$761 Million 0.66% of portfolio
2,828
Q1 2025 Added 10.08%
$133B
$746 Million 0.64% of portfolio
3,158
Q1 2025 Added 0.06%
$187B
$682 Million 0.59% of portfolio
4,552
Q1 2025 Added 0.51%
$202B
$686 Million 0.59% of portfolio
149
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $116 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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