Fortune Financial Advisors, LLC Portfolio Holdings

Fortune Financial Advisors, LLC

  • $110 Billion
  • Q4 2024

Fortune Financial Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 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 $10.9B, Vaneck Morningstar Wide Moat E with a value of $4.94B, Vanguard with a value of $4.33B, Alphabet Inc. with a value of $3.75B, and Apple Inc. with a value of $3.54B.

Examining the 13F form we can see an decrease of $344M in the current position value, from $110B 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: $43.6 Billion
Technology: $14.7 Billion
Consumer Cyclical: $11 Billion
Industrials: $8.57 Billion
Financial Services: $8.51 Billion
Healthcare: $7.03 Billion
Consumer Defensive: $6.45 Billion
Communication Services: $5.63 Billion
Other: $3.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.9 Billion 9.87% of portfolio
122,298
Q4 2024 Added 3.76%
$0
$4.94 Billion 4.49% of portfolio
53,269
Q4 2024 Added 13.34%
$0
$4.33 Billion 3.93% of portfolio
74,358
Q4 2024 Added 7.54%
$1.23T
$3.75 Billion 3.41% of portfolio
19,808
Q4 2024 Added 1.38%
$3.74T
$3.54 Billion 3.21% of portfolio
14,122
Q4 2024 Reduced 1.25%
$533B
$3.29 Billion 2.99% of portfolio
6,249
Q4 2024 Added 0.4%
$0
$2.93 Billion 2.67% of portfolio
25,391
Q4 2024 Added 2.64%
$83.8B
$2.9 Billion 2.64% of portfolio
2,449
Q4 2024 Added 1.07%
$3.07T
$2.69 Billion 2.44% of portfolio
6,377
Q4 2024 Added 0.85%
$0
$2.64 Billion 2.4% of portfolio
15,072
Q4 2024 Reduced 1.33%
$786B
$2.61 Billion 2.37% of portfolio
10,886
Q4 2024 Added 1.24%
$0
$2.56 Billion 2.33% of portfolio
52,956
Q4 2024 Added 20.95%
$2.47T
$2.47 Billion 2.25% of portfolio
11,271
Q4 2024 Added 1.23%
$186B
$2.36 Billion 2.14% of portfolio
27,386
Q4 2024 Added 2.12%
$74.2B
$2.22 Billion 2.02% of portfolio
4,734
Q4 2024 Added 2.36%
$94.3B
$2.16 Billion 1.96% of portfolio
41,348
Q4 2024 Added 2.94%
$154B
$1.96 Billion 1.78% of portfolio
12,051
Q4 2024 Added 1.55%
$564B
$1.84 Billion 1.68% of portfolio
5,837
Q4 2024 Added 1.06%
$41.8B
$1.74 Billion 1.58% of portfolio
8,429
Q3 2024 Reduced 0.34%
$202B
$1.57 Billion 1.42% of portfolio
13,012
Q4 2024 Added 3.19%
$21.9B
$1.55 Billion 1.41% of portfolio
7,552
Q4 2024 Added 1.97%
$41.5B
$1.55 Billion 1.4% of portfolio
22,247
Q4 2024 Added 1.98%
$119B
$1.53 Billion 1.39% of portfolio
3,146
Q4 2024 Added 3.32%
$0
$1.49 Billion 1.35% of portfolio
21,078
Q4 2024 Reduced 3.04%
$0
$1.36 Billion 1.24% of portfolio
3,197
Q4 2024 Added 0.38%
$24.6B
$1.32 Billion 1.2% of portfolio
25,197
Q4 2024 Added 2.08%
$226B
$1.28 Billion 1.16% of portfolio
11,291
Q4 2024 Added 4.08%
$0
$1.24 Billion 1.13% of portfolio
2,124
Q4 2024 Reduced 0.52%
$8.18B
$1.24 Billion 1.13% of portfolio
4,824
Q4 2024 Added 2.05%
$1.58T
$1.2 Billion 1.09% of portfolio
2,055
Q4 2024 Reduced 0.82%
$6B
$1.2 Billion 1.09% of portfolio
22,591
Q4 2024 Added 410.76%
$0
$1.19 Billion 1.08% of portfolio
19,143
Q4 2024 Added 0.03%
$145B
$1.17 Billion 1.07% of portfolio
9,702
Q4 2024 Added 4.47%
$205B
$1.04 Billion 0.95% of portfolio
2,348
Q4 2024 Added 3.71%
$213B
$963 Million 0.87% of portfolio
3,322
Q4 2024 Added 1.62%
$0
$945 Million 0.86% of portfolio
10,221
Q4 2024 Added 0.1%
$0
$931 Million 0.85% of portfolio
8,077
Q4 2024 Reduced 1.19%
$300B
$939 Million 0.85% of portfolio
6,480
Q4 2024 Added 4.52%
Canadian Pacific Kansas City
-
$869 Million 0.79% of portfolio
-
Q4 2024 Added 5.19%
$0
$851 Million 0.77% of portfolio
9,307
Q4 2024 Reduced 59.86%
$8.3B
$800 Million 0.73% of portfolio
4,332
Q4 2023 Added 4.49%
$11.5B
$786 Million 0.71% of portfolio
1,567
Q4 2024 Added 276.68%
$16.5B
$775 Million 0.7% of portfolio
1,846
Q4 2024 Added 6.52%
$236B
$763 Million 0.69% of portfolio
2,569
Q4 2024 Reduced 1.76%
$186B
$740 Million 0.67% of portfolio
149
Q2 2023 New
$173B
$722 Million 0.66% of portfolio
13,247
Q4 2024 Added 2.41%
$150B
$720 Million 0.65% of portfolio
3,156
Q4 2024 Reduced 0.03%
$198B
$689 Million 0.63% of portfolio
4,529
Q4 2024 Added 6.41%
$26.4B
$690 Million 0.63% of portfolio
5,870
Q4 2024 Added 10.9%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $110 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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