F4

Fortune 45 LLC

13F
Fortune 45 LLC
Last update 2025-05-15 30 Stocks (6 new)
Value $153.00 Mil Turnover 14 %
Countries:
Top Holdings: VOO(38.83%)QQQ(23.98%)SPIB(5.00%)VTV(3.90%)SPSB(3.79%)
Summary Stock Picks Current Portfolio
Fortune 45 LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
115,349
59,280.3
-2.24%
38.830
-0.93%
0.010
+19.71%
+7.97%
658,032.1
 
QQQ
INVESCO QQQ Trust
78,073
36,611.2
+6.63%
23.980
+1.49%
0.010
+26.41%
+10.07%
357,846.7
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
229,654
7,633.8
-24.51%
5.000
-1.59%
0.080
+3.06%
+4.65%
10,458.2
 
VTV
Vanguard Value ETF
34,511
5,961.8
+281.00%
3.900
+2.88%
0.000
+10.79%
+6.85%
134,245.4
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
192,133
5,783.3
New Holding
3.790
+3.79%
0.080
+1.70%
+3.29%
8,180.3
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
57,689
4,716.9
+19.33%
3.090
+0.50%
0.010
+4.09%
+5.35%
53,435.3
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
8,197
3,442.1
+0.38%
2.250
+0.01%
0.010
+14.00%
+5.44%
37,840.7
 
AAPL
Apple Inc
15,137
3,363.1
+8.47%
2.200
+0.17%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
AMZN
Amazon.com Inc
14,845
2,824.4
+7.66%
1.850
+0.13%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
NVDA
NVIDIA Corp
25,794
2,795.7
+15.09%
1.830
+0.24%
0.000
+68.90%
+24.39%
4,072,965.9
Semiconductors

Fortune 45 LLC's Historical Top Holdings Breakdowns

Fortune 45 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
IGLB
iShares 10 Year Investment Grade Corporate Bond ETF
iShares 10 Year Investment Grade Corporate Bond ETF
2025-03-31
Sold Out
Sold Out
-4.52%
●
48.32 ($49.91) 51.21
$49.70
-0.42%
Sold Out
0
-140,309
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
2025-03-31
New Buy
New Buy
+3.79%
●
29.82 ($29.96) 30.1
$30.13
0.57%
New holding
192,133
192,133
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+2.88%
●
167.73 ($174.39) 179.21
$178.87
2.57%
Add 281%
34,511
25,453
XMMO
Invesco S&P MidCap Momentum ETF
2025-03-31
New Buy
New Buy
+1.73%
●
110.9 ($123.2) 132.93
$130.08
5.58%
New holding
23,250
23,250
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-1.59%
●
32.5 ($32.96) 33.3
$33.52
1.70%
Reduce -24.51%
229,654
-74,582
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+1.49%
●
468.34 ($508.07) 539.52
$561.25
10.47%
Add 6.63%
78,073
4,853
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-1.18%
●
49.78 ($51.86) 53.19
$53.31
2.80%
Reduce -72.73%
13,255
-35,358
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.93%
●
507.05 ($540.58) 563.67
$577.95
6.91%
Reduce -2.24%
115,349
-2,641
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.50%
●
79.17 ($80.9) 82.04
$82.64
2.15%
Add 19.33%
57,689
9,345
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.36%
●
442.66 ($486.15) 534.52
$478.13
-1.65%
Add 31.99%
4,258
1,032

Fortune 45 LLC Total Holding History ($B)

To

Fortune 45 LLC's Asset Allocation

To

Fortune 45 LLC Past Portfolios

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

Top Ranked Articles

  • 1

Fortune 45 LLC's Hypothetical Growth since 2025-03-31

Fortune 45 LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fortune 45 LLC's Holdings Heat Map

Size field:

Fortune 45 LLC's Holdings Bubble Chart

Fortune 45 LLC News

  • 1

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