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Fortune Financial Advisors, LLC13F | |
| Fortune Financial Advisors, LLC | |
| Last update 2025-04-29 | 95 Stocks (9 new) |
| Value $116.00 Mil | Turnover 6 % |
Fortune Financial Advisors, LL... Top Holdings of 2025-03-31
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| 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 | 122,841 | 11,505.3 | +0.44% | 9.920 | +0.04% | 0.050 | +0.30% | +5.42% | 23,917.3 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 55,390 | 4,874.3 | +3.98% | 4.200 | +0.16% | 0.040 | +1.03% | -2.07% | 12,812.7 | ||
VGSH | Vanguard Short-Term Government Bond ETF | 76,084 | 4,465.4 | +2.32% | 3.850 | +0.09% | 0.020 | +1.03% | +2.25% | 23,085.5 | ||
ORLY | O'Reilly Automotive Inc | 2,493 | 3,571.4 | +1.80% | 3.080 | +0.05% | 0.000 | +0.72% | +15.25% | 77,881.2 | Vehicles & Parts | |
MA | Mastercard Inc | 6,314 | 3,460.8 | +1.04% | 2.980 | +0.03% | 0.000 | +5.40% | +11.27% | 530,438.0 | Credit Services | |
AAPL | Apple Inc | 15,234 | 3,383.9 | +7.87% | 2.920 | +0.21% | 0.000 | -13.92% | -18.81% | 3,029,284.2 | Hardware | |
GOOGL | Alphabet Inc | 20,471 | 3,165.6 | +3.35% | 2.730 | +0.09% | 0.000 | -1.57% | -11.12% | 2,046,560.0 | Interactive Media | |
IEI | iShares 3-7 Year Treasury Bond ETF | 25,332 | 2,992.6 | -0.23% | 2.580 | -0.01% | 0.020 | +1.21% | +3.57% | 15,893.1 | ||
VTIP | Vanguard Short-Term Inflation-Protected Securities | 57,597 | 2,874.1 | +8.76% | 2.480 | +0.20% | 0.020 | +1.23% | +3.49% | 14,792.0 | ||
JPM | JPMorgan Chase & Co | 11,162 | 2,738.1 | +2.54% | 2.360 | +0.06% | 0.000 | +6.23% | +11.48% | 734,292.3 | Banks |
Fortune Financial Advisors, LLC's Historical Top Holdings Breakdowns
Fortune Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CHE | Chemed Corp | 2025-03-31 | New Buy | +0.58% | 521.84 ($568.39) 615.32 | $561.64 | -1.19% | New holding | 1,085 | 1,085 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Sold Out | -0.54% | 182.99 ($197.54) 207.75 | $189.73 | -3.95% | Sold Out | 0 | -2,994 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add | +0.48% | 507.05 ($540.58) 563.67 | $547.65 | 1.31% | Add 120.93% | 1,995 | 1,092 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | New Buy | +0.40% | 84.96 ($93.96) 100.71 | $88.56 | -5.75% | New holding | 5,328 | 5,328 | |
JNJ | Johnson & Johnson | 2025-03-31 | Sold Out | -0.39% | 142.06 ($156.47) 167.7 | $153.22 | -2.08% | Sold Out | 0 | -2,951 | |
FLOT | iShares Floating Rate Bond ETF | 2025-03-31 | New Buy | +0.33% | 50.87 ($50.99) 51.09 | $50.82 | -0.33% | New holding | 7,443 | 7,443 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add | +0.32% | 190.34 ($198.85) 205.23 | $199.93 | 0.54% | Add 164.29% | 3,034 | 1,886 | |
AAPL | Apple Inc | 2025-03-31 | Add | +0.21% | 209.68 ($231.67) 247.1 | $202.82 | -12.45% | Add 7.87% | 15,234 | 1,112 | |
VTIP | Vanguard Short-Term Inflation-Protected Securities | 2025-03-31 | Add | +0.20% | 48.43 ($49.09) 49.9 | $50.01 | 1.87% | Add 8.76% | 57,597 | 4,641 | |
ABBV | AbbVie Inc | 2025-03-31 | New Buy | +0.19% | 169.2 ($194.4) 216.66 | $187.34 | -3.63% | New holding | 1,044 | 1,044 |
Fortune Financial Advisors, LLC Total Holding History ($B)
Fortune Financial Advisors, LLC's Asset Allocation
Fortune Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Fortune Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
Fortune Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Fortune Financial Advisors, LLC's Holdings Heat Map
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Fortune Financial Advisors, LLC's Holdings Bubble Chart
Fortune Financial Advisors, LLC News
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