Fortune Financial Advisors, LLC Incresed Positions in Q2 2025

Fortune Financial Advisors, LLC

  • $124 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
131
+ 1.9%
$354.56 - $497.45 $46.4K - $65.2K
7.02K $3.49B
APH
Amphenol Corp

Technology
1.4K
+ 6.08%
$59.09 - $98.75 $82.8K - $138K
24.5K $2.41B
AMAT
Applied Materials Inc

Technology
147
+ 1.18%
$126.95 - $183.52 $18.7K - $27K
12.7K $2.32B
GOOGL
Alphabet Inc.

Communication Services
269
+ 1.31%
$144.7 - $178.6 $38.9K - $48K
20.7K $3.66B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.48K
+ 2.68%
N/A
56.9K $5.33B
AMZN
Amazon Com Inc

Consumer Cyclical
179
+ 1.47%
$167.32 - $223.3 $30K - $40K
12.3K $2.71B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.67K
+ 2.98%
$85.42 - $94.39 $313K - $346K
127K $11.9B
META
Meta Platforms, Inc.

Communication Services
9
+ 0.42%
$484.66 - $738.09 $4.36K - $6.64K
2.17K $1.6B
PM
Philip Morris International Inc.

Consumer Defensive
163
+ 1.19%
$149.23 - $184.95 $24.3K - $30.1K
13.9K $2.53B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.28K
+ 11.19%
$73.0 - $85.5 $167K - $195K
22.7K $1.91B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.09K
+ 7.1%
$49.57 - $50.27 $203K - $206K
61.7K $3.1B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
641
+ 46.18%
$180.84 - $240.32 $116K - $154K
2.03K $488M
VGSH
Vanguard

ETFs
3.32K
+ 4.37%
$58.32 - $58.95 $194K - $196K
79.4K $4.67B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.2K
+ 25.01%
$91.43 - $91.74 $201K - $202K
11K $1.01B
Canadian Pacific Kansas City
611
+ 4.86%
N/A
13.2K $1.04B
INTU
Intuit Inc

Technology
7
+ 0.85%
$544.07 - $787.63 $3.81K - $5.51K
833 $656M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.04K
+ 4.09%
$116.93 - $119.39 $121K - $124K
26.4K $3.14B
MA
Mastercard Inc

Financial Services
104
+ 1.65%
$479.92 - $590.74 $49.9K - $61.4K
6.42K $3.61B
SPY
Spdr S&P 500 ETF Trust

ETFs
23
+ 1.09%
$496.48 - $617.85 $11.4K - $14.2K
2.13K $1.32B
STE
Steris PLC

Healthcare
130
+ 1.67%
$208.55 - $252.55 $27.1K - $32.8K
7.91K $1.9B
MNST
Monster Beverage Corp

Consumer Defensive
379
+ 1.44%
$55.01 - $64.24 $20.8K - $24.3K
26.7K $1.67B
CARR
Carrier Global Corp

Industrials
809
+ 11.97%
$55.55 - $75.83 $44.9K - $61.3K
7.57K $554M
CHE
Chemed Corp

Healthcare
518
+ 47.74%
$486.93 - $619.21 $252K - $321K
1.6K $781M
ISRG
Intuitive Surgical Inc

Healthcare
133
+ 18.4%
$451.58 - $565.94 $60.1K - $75.3K
856 $465M
ABT
Abbott Laboratories

Healthcare
367
+ 3.16%
$123.95 - $138.08 $45.5K - $50.7K
12K $1.63B
FNV
Franco Nevada Corp

Basic Materials
273
+ 4.54%
$143.04 - $178.17 $39K - $48.6K
6.29K $1.03B
LMT
Lockheed Martin Corp

Industrials
51
+ 1.57%
$430.82 - $486.45 $22K - $24.8K
3.31K $1.53B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 0.22%
$376.48 - $440.65 $2.26K - $2.64K
2.75K $1.21B
TJX
Tjx Companies Inc

Consumer Cyclical
275
+ 2.61%
$119.13 - $135.03 $32.8K - $37.1K
10.8K $1.33B
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$104.34 - $138.68 $104 - $139
2.4K $332M
V
Visa Inc.

Financial Services
45
+ 0.73%
$308.27 - $373.31 $13.9K - $16.8K
6.21K $2.21B
SBAC
Sba Communications Corp

Real Estate
38
+ 1.77%
$208.57 - $243.4 $7.93K - $9.25K
2.18K $513M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.04%
$113.75 - $148.48 $114 - $148
2.79K $408M
NVO
Novo Nordisk A S

Healthcare
694
+ 2.43%
$58.08 - $81.05 $40.3K - $56.2K
29.2K $2.02B
ADBE
Adobe Inc.

Technology
61
+ 2.47%
$340.0 - $420.68 $20.7K - $25.7K
2.53K $978M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.04%
$152.42 - $182.82 $152 - $183
2.35K $429M
HON
Honeywell International Inc

Industrials
2
+ 0.16%
$182.86 - $232.88 $366 - $466
1.27K $297M
AVUV
American Centy ETF Tr Avantis

ETFs
37
+ 0.69%
$75.17 - $91.21 $2.78K - $3.37K
5.37K $489M
OTIS
Otis Worldwide Corp

Industrials
248
+ 6.94%
$90.88 - $104.3 $22.5K - $25.9K
3.82K $379M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
42
+ 0.32%
$37.87 - $42.54 $1.59K - $1.79K
13.1K $551M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
59
+ 0.41%
$27.29 - $29.28 $1.61K - $1.73K
14.3K $419M
AMT
American Tower Corp

Real Estate
1
+ 0.1%
$203.96 - $228.19 $204 - $228
1.01K $223M
DPZ
Dominos Pizza Inc

Consumer Cyclical
46
+ 2.31%
$430.72 - $497.52 $19.8K - $22.9K
2.04K $918M
AWK
American Water Works Company, Inc.

Utilities
87
+ 5.85%
$133.82 - $151.96 $11.6K - $13.2K
1.57K $219M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4
+ 0.1%
$99.97 - $129.69 $400 - $519
3.82K $398M
PG
Procter & Gamble CO

Consumer Defensive
210
+ 6.65%
$157.66 - $172.39 $33.1K - $36.2K
3.37K $537M
TIP
Ishares Tr Tips Bd ETF

ETFs
61
+ 0.33%
$107.93 - $110.97 $6.58K - $6.77K
18.4K $2.03B
UNP
Union Pacific Corp

Industrials
26
+ 0.82%
$208.27 - $238.46 $5.42K - $6.2K
3.18K $733M
NOC
Northrop Grumman Corp

Industrials
79
+ 1.64%
$456.3 - $540.39 $36K - $42.7K
4.89K $2.44B
Activity Summary
Buys All Purchases 64 New Holdings 5 Increased Positions 59 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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