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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.88B
$1.34 Billion 1.21% of portfolio
4,727
Q3 2024 Added 0.3%
$5.99B
$1.29 Billion 1.17% of portfolio
4,423
Q3 2024 Added 0.73%
$9.45B
$853 Million 0.77% of portfolio
4,332
Q4 2023 Added 4.49%
$7.06B
$556 Million 0.5% of portfolio
2,648
Q3 2024 Added 0.49%
$5.79B
$322 Million 0.29% of portfolio
10,338
Q3 2024 Reduced 0.58%
$2.13B
$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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