Fortune Financial Advisors, LLC Sells in Q4 2025

Fortune Financial Advisors, LLC

  • $148 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.1K
- 1.65%
$92.34 - $95.43 $194K - $200K
125K $11.8B
NVO
Novo Nordisk A S

Healthcare
-2.43K
- 8.23%
$45.68 - $59.65 $111K - $145K
27.1K $1.38B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.36K
- 9.87%
$185.12 - $192.11 $252K - $262K
12.4K $2.38B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.46K
- 14.32%
$63.25 - $66.24 $156K - $163K
14.7K $972M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-398
- 10.42%
$82.82 - $104.04 $33K - $41.4K
3.42K $289M
NVDA
Nvidia Corp

Technology
-434
- 13.22%
$179.83 - $207.04 $78K - $89.9K
2.85K $531M
ETN
Eaton Corp PLC

Industrials
-15
- 1.24%
$352.39 - $387.75 $5.29K - $5.82K
1.19K $380M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-644
- 10.99%
$114.27 - $121.15 $73.6K - $78K
5.22K $627M
ADBE
Adobe Inc.

Technology
-168
- 6.5%
$325.07 - $359.91 $54.6K - $60.5K
2.42K $845M
CARR
Carrier Global Corp

Industrials
-133
- 1.79%
$54.1 - $60.75 $7.2K - $8.08K
7.3K $386M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-596
- 5.63%
$41.91 - $43.15 $25K - $25.7K
10K $433M
BB
Blackberry LTD

Technology
-600
- 3.61%
$4.31 - $4.88 $2.59K - $2.93K
16K $60.6M
PSX
Phillips 66

Energy
-40
- 1.94%
$126.76 - $142.32 $5.07K - $5.69K
2.02K $261M
COP
Conocophillips

Energy
-98
- 1.57%
$85.66 - $95.46 $8.39K - $9.36K
6.16K $576M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.67%
$4804.01 - $5424.55 $4.8K - $5.42K
148 $793M
WM
Waste Management Inc

Industrials
-36
- 2.44%
$196.77 - $219.98 $7.08K - $7.92K
1.44K $316M
TDG
Trans Digm Group Inc

Industrials
-2
- 1.15%
$1237.71 - $1359.3 $2.48K - $2.72K
172 $229M
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 0.51%
$293.81 - $310.11 $4.99K - $5.27K
3.33K $1.02B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-96
- 3.48%
$454.87 - $482.76 $43.7K - $46.3K
2.66K $1.28B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7
- 0.3%
$191.01 - $199.18 $1.34K - $1.39K
2.34K $465M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 0.99%
$653.02 - $687.39 $13.7K - $14.4K
2.1K $1.43B
AVGO
Broadcom Inc.

Technology
-20
- 0.63%
$324.63 - $385.98 $6.49K - $7.72K
3.14K $1.09B
ISRG
Intuitive Surgical Inc

Healthcare
-18
- 1.88%
$429.59 - $576.2 $7.73K - $10.4K
938 $531M
AXP
American Express CO

Financial Services
-2
- 0.07%
$316.26 - $372.77 $633 - $746
2.79K $1.03B
AAPL
Apple Inc.

Technology
-408
- 2.77%
$245.27 - $275.25 $100K - $112K
14.3K $3.9B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-788
- 1.4%
N/A
55.6K $5.76B
GOOG
Alphabet Inc.

Communication Services
-166
- 4.77%
$237.49 - $291.74 $39.4K - $48.4K
3.32K $1.04B
GOOGL
Alphabet Inc.

Communication Services
-23
- 0.11%
$236.57 - $291.31 $5.44K - $6.7K
20.9K $6.54B
Activity Summary
Buys All Purchases 59 New Holdings 7 Increased Positions 52 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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