Fortune Financial Advisors, LLC Portfolio Holdings by Sector
Fortune Financial Advisors, LLC
- $133 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USMV MOAT VGSH VTIP IEI RSP TIP EFAV 28 stocks |
$49.3 Million
37.48% of portfolio
|
15
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$7.56 Million
5.75% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP 3 stocks |
$6.8 Million
5.17% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY TSCO MUSA 3 stocks |
$6.33 Million
4.81% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC LMT RTX TDG 4 stocks |
$5.35 Million
4.07% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$5.23 Million
3.98% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE BB 3 stocks |
$4.69 Million
3.57% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.75 Million
2.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
STE ABT 2 stocks |
$3.61 Million
2.74% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$3.49 Million
2.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH OLED 2 stocks |
$3.43 Million
2.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$2.9 Million
2.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.74 Million
2.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST PEP KO 3 stocks |
$2.69 Million
2.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$2.05 Million
1.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DPZ 2 stocks |
$1.93 Million
1.47% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$1.66 Million
1.26% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$1.64 Million
1.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
ASR 1 stocks |
$1.62 Million
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1.58 Million
1.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN CMI GE OTIS 4 stocks |
$1.56 Million
1.19% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV 1 stocks |
$1.45 Million
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL COP 2 stocks |
$1.43 Million
1.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$1.11 Million
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$804,491
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$758,668
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE 1 stocks |
$748,991
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$569,083
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$506,241
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$443,879
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$432,465
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$427,552
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$423,240
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$381,906
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$325,508
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$280,207
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
NEU 1 stocks |
$276,504
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$268,718
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$261,473
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD 1 stocks |
$255,343
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$224,299
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$204,112
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|