FF

Fortune Financial Advisors, LLC

13F
Fortune Financial Advisors, LLC
Last update 2024-10-24 88 Stocks (3 new)
Value $110.00 Mil Turnover 1 %
Countries:
Top Holdings: USMV(9.75%)MOAT(4.13%)VGSH(3.70%)AAPL(3.02%)GOOGL(2.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
Fortune Financial Advisors, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USMV 		iShares MSCI USA Min Vol Factor ETF
117,871
10762.760
-0.01%
9.750
0%
0.040
+6.80%
+16.28%
24034.262
 
MOAT 		VanEck Morningstar Wide Moat ETF
46,998
4556.490
+2.84%
4.130
+0.11%
0.030
+9.54%
+12.60%
15795.654
 
VGSH 		Vanguard Short-Term Government Bond ETF
69,145
4080.920
+2.90%
3.700
+0.10%
0.020
-0.72%
-0.14%
19917.096
 
AAPL 		Apple Inc
14,301
3332.240
-40.46%
3.020
-1.25%
0.000
+6.90%
+16.50%
3377630.649
Hardware
GOOGL 		Alphabet Inc
19,538
3240.360
-15.49%
2.940
-0.40%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
NVO 		Novo Nordisk AS
26,818
3193.220
+0.13%
2.890
0%
0.000
-12.27%
+7.63%
490086.209
Drug Manufacturers
MA 		Mastercard Inc
6,224
3073.580
-18.77%
2.780
-0.39%
0.000
+14.53%
+19.22%
464018.655
Credit Services
IEI 		iShares 3-7 Year Treasury Bond ETF
24,738
2958.770
+1.42%
2.680
+0.04%
0.020
-2.19%
-0.63%
14525.843
 
ORLY 		O'Reilly Automotive Inc
2,423
2790.330
-0.21%
2.530
0%
0.000
+5.14%
+22.34%
67227.912
Retail - Cyclical
RSP 		Invesco S&P 500 Equal Weight ETF
15,275
2736.610
-0.43%
2.480
-0.01%
0.000
+9.73%
+13.23%
66718.951
 

Fortune Financial Advisors, LLC's Historical Top Holdings Breakdowns

Fortune Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PG 		Procter & Gamble Co2024-09-30Reduce
-3.93%
●
160.76 ($169.76) 177.79
$165.76
-2.36%
Reduce -92.8%
3,014
-38,871
MSFT 		Microsoft Corp2024-09-30Reduce
-3.43%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Reduce -66.43%
6,323
-12,514
APO 		Apollo Global Management Inc2024-09-30Sold Out
-2.04%
●
99.16 ($115.44) 125.81
$149.27
29.31%
Sold Out
0
-28,176
FTNT 		Fortinet Inc2024-09-30Sold Out
-1.98%
●
55.39 ($68.31) 77.55
$77.92
14.07%
Sold Out
0
-53,572
BX 		Blackstone Inc2024-09-30Sold Out
-1.73%
●
120.77 ($138.73) 159.66
$169.62
22.27%
Sold Out
0
-22,864
LNG 		Cheniere Energy Inc2024-09-30Sold Out
-1.50%
●
172.24 ($179.84) 186.09
$192.58
7.08%
Sold Out
0
-14,019
AAPL 		Apple Inc2024-09-30Reduce
-1.25%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Reduce -40.46%
14,301
-9,720
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Sold Out
-0.93%
●
50.25 ($50.53) 50.74
$50.41
-0.24%
Sold Out
0
-29,952
XLV 		Health Care Select Sector SPDR2024-09-30Sold Out
-0.87%
●
143.3 ($151.58) 157.24
$147.89
-2.43%
Sold Out
0
-9,775
PANW 		Palo Alto Networks Inc2024-09-30Sold Out
-0.84%
●
294.18 ($336.63) 368.01
$366.29
8.81%
Sold Out
0
-4,069

Fortune Financial Advisors, LLC Total Holding History ($B)

To

Fortune Financial Advisors, LLC's Asset Allocation

To

Fortune Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fortune Financial Advisors, LLC's Hypothetical Growth since 2024-09-30

Fortune Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fortune Financial Advisors, LLC's Holdings Heat Map

Size field:

Fortune Financial Advisors, LLC's Holdings Bubble Chart

Fortune Financial Advisors, LLC News

  • 1

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