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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$931B
$3.75 Billion 3.41% of portfolio
19,808
Q4 2024 Added 1.38%
$3.25T
$3.54 Billion 3.21% of portfolio
14,122
Q4 2024 Reduced 1.25%
$489B
$3.29 Billion 2.99% of portfolio
6,249
Q4 2024 Added 0.4%
$88.8B
$2.9 Billion 2.64% of portfolio
2,449
Q4 2024 Added 1.07%
$2.89T
$2.69 Billion 2.44% of portfolio
6,377
Q4 2024 Added 0.85%
$688B
$2.61 Billion 2.37% of portfolio
10,886
Q4 2024 Added 1.24%
$1.86T
$2.47 Billion 2.25% of portfolio
11,271
Q4 2024 Added 1.23%
$149B
$2.36 Billion 2.14% of portfolio
27,386
Q4 2024 Added 2.12%
$82.5B
$2.22 Billion 2.02% of portfolio
4,734
Q4 2024 Added 2.36%
$102B
$2.16 Billion 1.96% of portfolio
41,348
Q4 2024 Added 2.94%
$124B
$1.96 Billion 1.78% of portfolio
12,051
Q4 2024 Added 1.55%
$548B
$1.84 Billion 1.68% of portfolio
5,837
Q4 2024 Added 1.06%
$36.8B
$1.74 Billion 1.58% of portfolio
8,429
Q3 2024 Reduced 0.34%
$244B
$1.57 Billion 1.42% of portfolio
13,012
Q4 2024 Added 3.19%
$22.4B
$1.55 Billion 1.41% of portfolio
7,552
Q4 2024 Added 1.97%
$38.9B
$1.55 Billion 1.4% of portfolio
22,247
Q4 2024 Added 1.98%
$30.9B
$1.32 Billion 1.2% of portfolio
25,197
Q4 2024 Added 2.08%
$224B
$1.28 Billion 1.16% of portfolio
11,291
Q4 2024 Added 4.08%
$8.49B
$1.24 Billion 1.13% of portfolio
4,824
Q4 2024 Added 2.05%
$1.17T
$1.2 Billion 1.09% of portfolio
2,055
Q4 2024 Reduced 0.82%
$5.79B
$1.2 Billion 1.09% of portfolio
22,591
Q4 2024 Added 410.76%
$152B
$1.17 Billion 1.07% of portfolio
9,702
Q4 2024 Added 4.47%
$163B
$1.04 Billion 0.95% of portfolio
2,348
Q4 2024 Added 3.71%
$233B
$963 Million 0.87% of portfolio
3,322
Q4 2024 Added 1.62%
$265B
$939 Million 0.85% of portfolio
6,480
Q4 2024 Added 4.52%
$5.42B
$800 Million 0.73% of portfolio
4,332
Q4 2023 Added 4.49%
$11.8B
$786 Million 0.71% of portfolio
1,567
Q4 2024 Added 276.68%
$16.8B
$775 Million 0.7% of portfolio
1,846
Q4 2024 Added 6.52%
$191B
$763 Million 0.69% of portfolio
2,569
Q4 2024 Reduced 1.76%
$181B
$740 Million 0.67% of portfolio
149
Q2 2023 New
$173B
$722 Million 0.66% of portfolio
13,247
Q4 2024 Added 2.41%
$137B
$720 Million 0.65% of portfolio
3,156
Q4 2024 Reduced 0.03%
$202B
$689 Million 0.63% of portfolio
4,529
Q4 2024 Added 6.41%
$32.4B
$690 Million 0.63% of portfolio
5,870
Q4 2024 Added 10.9%
$983B
$680 Million 0.62% of portfolio
3,569
Q4 2024 Reduced 0.06%
$72.2B
$669 Million 0.61% of portfolio
2,886
Q4 2024 Reduced 0.86%
$110B
$619 Million 0.56% of portfolio
6,239
Q4 2024 Added 0.06%
$401B
$506 Million 0.46% of portfolio
3,018
Q4 2024 Added 0.13%
$167B
$475 Million 0.43% of portfolio
756
Q1 2024 Reduced 15.25%
$50.7B
$461 Million 0.42% of portfolio
6,748
Q4 2024 Added 0.1%
$14.8B
$451 Million 0.41% of portfolio
3,507
Q4 2024 Added 7.48%
$111B
$424 Million 0.39% of portfolio
1,278
Q3 2024 Reduced 1.54%
$404B
$427 Million 0.39% of portfolio
2,951
Q4 2024 Added 1.51%
$24.2B
$394 Million 0.36% of portfolio
1,934
Q4 2024 Added 7.74%
$5.49B
$387 Million 0.35% of portfolio
2,648
Q3 2024 Added 0.49%
$173B
$375 Million 0.34% of portfolio
718
Q3 2024 Added 1.13%
$41B
$331 Million 0.3% of portfolio
3,574
Q4 2024 Added 0.14%
$214B
$330 Million 0.3% of portfolio
1,500
Q3 2024 Reduced 3.47%
$190B
$323 Million 0.29% of portfolio
2,792
Q4 2024 Added 0.04%

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
Track This Portfolio

Track Fortune Financial Advisors, LLC Portfolio

Follow Fortune Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortune Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortune Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email