Fortune Financial Advisors, LLC Portfolio Holdings
Q3 2025•94 long positions•$132.9M portfolio value
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Holding99 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.1M 9.13% | +$94.3K Bought | — 127.5K shares | 126.5K → 127.5K +$94.3K | +0.78% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.6M 4.21% | -$47.6K Sold | — 56.4K shares | 56.9K → 56.4K −$47.6K | -0.84% | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $5.1M 3.83% | +$45.2K Bought | 0.0% 20.9K shares | 20.7K → 20.9K +$45.2K | +0.9% | $2.95T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.9M 3.65% | +$183.5K Bought | — 82.5K shares | 79.4K → 82.5K +$183.5K | +3.93% | — — | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $4.1M 3.1% | +$42.0K Bought | 0.004% 38.2K shares | 37.8K → 38.2K +$42.0K | +1.03% | $91.5B Large Cap | Q2 2023 Held for 2y 5m | |
Consumer Electronics Technology | $3.8M 2.82% | +$39.5K Bought | 0.0% 14.7K shares | 14.6K → 14.7K +$39.5K | +1.06% | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $3.7M 2.8% | +$75.1K Bought | 0.001% 6.6K shares | 6.4K → 6.6K +$75.1K | +2.06% | $514.21B Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $3.7M 2.78% | +$59.6K Bought | 0.0% 7.1K shares | 7.0K → 7.1K +$59.6K | +1.64% | $3.85T Mega Cap | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $3.5M 2.63% | -$7.9K Sold | 0.0% 11.1K shares | 11.1K → 11.1K −$7.9K | -0.23% | $867.35B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.2M 2.39% | +$59.1K Bought | — 62.9K shares | 61.7K → 62.9K +$59.1K | +1.89% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.1M 2.37% | -$4.1K Sold | — 26.3K shares | 26.4K → 26.3K −$4.1K | -0.13% | — — | Q2 2023 Held for 2y 5m | |
Hardware, Equipment & Parts Technology | $3.1M 2.37% | +$117.7K Bought | 0.002% 25.4K shares | 24.5K → 25.4K +$117.7K | +3.89% | $151.09B Large Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $3.0M 2.26% | +$20.7K Bought | 0.003% 4.9K shares | 4.9K → 4.9K +$20.7K | +0.7% | $87.2B Large Cap | Q2 2023 Held for 2y 5m | |
Tobacco Consumer Defensive | $2.9M 2.15% | +$23.6K Bought | 0.003% 43.3K shares | 42.9K → 43.3K +$23.6K | +0.83% | $110.97B Large Cap | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $2.7M 2.06% | +$32.3K Bought | 0.0% 12.5K shares | 12.3K → 12.5K +$32.3K | +1.19% | $2.34T Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $2.6M 1.99% | +$52.8K Bought | 0.002% 12.9K shares | 12.7K → 12.9K +$52.8K | +2.04% | $163.10B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.6M 1.97% | -$62.6K Sold | — 13.8K shares | 14.1K → 13.8K −$62.6K | -2.33% | — — | Q2 2023 Held for 2y 5m | |
Tobacco Consumer Defensive | $2.4M 1.78% | +$117.4K Bought | 0.001% 14.6K shares | 13.9K → 14.6K +$117.4K | +5.21% | $252.48B Mega Cap | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $2.1M 1.61% | +$22.5K Bought | 0.0% 6.3K shares | 6.2K → 6.3K +$22.5K | +1.06% | $662.60B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.1M 1.55% | +$7.5K Bought | — 18.5K shares | 18.4K → 18.5K +$7.5K | +0.36% | — — | Q2 2023 Held for 2y 5m | |
Hardware, Equipment & Parts Technology | $2.1M 1.55% | — | 0.004% 8.3K shares | — | — | $47.4B Large Cap | Q2 2023 Held for 2y 5m | |
Medical - Devices Healthcare | $2.0M 1.49% | +$29.0K Bought | 0.008% 8.0K shares | 7.9K → 8.0K +$29.0K | +1.48% | $24.4B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.0M 1.47% | +$32.2K Bought | — 23.0K shares | 22.7K → 23.0K +$32.2K | +1.68% | — — | Q2 2023 Held for 2y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.8M 1.36% | +$17.1K Bought | 0.003% 26.9K shares | 26.7K → 26.9K +$17.1K | +0.95% | $65.7B Large Cap | Q2 2023 Held for 2y 5m | |
Aerospace & Defense Industrials | $1.7M 1.25% | +$8.5K Bought | 0.001% 3.3K shares | 3.3K → 3.3K +$8.5K | +0.51% | $116.55B Large Cap | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $1.6M 1.23% | +$19.4K Bought | — 29.6K shares | 29.2K → 29.6K +$19.4K | +1.19% | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $1.6M 1.22% | +$31.6K Bought | 0.0% 2.2K shares | 2.2K → 2.2K +$31.6K | +1.98% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
Medical - Devices Healthcare | $1.6M 1.22% | +$18.1K Bought | 0.001% 12.1K shares | 12.0K → 12.1K +$18.1K | +1.13% | $233.12B Mega Cap | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $1.6M 1.22% | +$16.8K Bought | — 5.0K shares | 5.0K → 5.0K +$16.8K | +1.05% | — — | Q2 2023 Held for 2y 5m | |
Apparel - Retail Consumer Cyclical | $1.6M 1.19% | +$21.0K Bought | 0.001% 10.9K shares | 10.8K → 10.9K +$21.0K | +1.34% | $160.86B Large Cap | Q2 2023 Held for 2y 5m | |
Gold Basic Materials | $1.4M 1.09% | +$44.8K Bought | 0.003% 6.5K shares | 6.3K → 6.5K +$44.8K | +3.2% | $43.0B Large Cap | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $1.4M 1.09% | +$68.6K Bought | 0.005% 25.4K shares | 24.2K → 25.4K +$68.6K | +4.98% | $30.1B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.4M 1.06% | -$6.0K Sold | — 2.1K shares | 2.1K → 2.1K −$6.0K | -0.42% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.3M 0.967% | +$102.3K Bought | — 2.1K shares | 1.9K → 2.1K +$102.3K | +8.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.962% | +$1.4K Bought | — 2.8K shares | 2.8K → 2.8K +$1.4K | +0.11% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.1M 0.844% | -$81.0K Sold | — 17.2K shares | 18.4K → 17.2K −$81.0K | -6.74% | — — | Q2 2023 Held for 2y 5m | |
Oil & Gas Integrated Energy | $1.1M 0.834% | +$11.0K Bought | 0.0% 7.1K shares | 7.1K → 7.1K +$11.0K | +1.01% | $312.88B Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $1.0M 0.785% | +$18.1K Bought | 0.0% 3.2K shares | 3.1K → 3.2K +$18.1K | +1.77% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
Restaurants Consumer Cyclical | $1.0M 0.765% | +$5.8K Bought | 0.0% 3.3K shares | 3.3K → 3.3K +$5.8K | +0.57% | $216.86B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.0M 0.763% | +$4.7K Bought | — 11.0K shares | 11.0K → 11.0K +$4.7K | +0.46% | — — | Q2 2023 Held for 2y 5m | |
Railroads Industrials | $1.0M 0.755% | +$21.1K Bought | 0.001% 13.5K shares | 13.2K → 13.5K +$21.1K | +2.15% | $68.4B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $980.9K 0.738% | +$482.3 Bought | — 10.2K shares | 10.2K → 10.2K +$482.3 | +0.05% | — — | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $927.1K 0.698% | -$1.3K Sold | 0.0% 2.8K shares | 2.8K → 2.8K −$1.3K | -0.14% | $231.14B Mega Cap | Q2 2023 Held for 2y 5m | |
Restaurants Consumer Cyclical | $916.6K 0.69% | +$37.1K Bought | 0.006% 2.1K shares | 2.0K → 2.1K +$37.1K | +4.22% | $14.7B Large Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $911.2K 0.686% | +$19.0K Bought | 0.001% 2.6K shares | 2.5K → 2.6K +$19.0K | +2.14% | $147.66B Large Cap | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $848.0K 0.638% | -$16.3K Sold | 0.0% 3.5K shares | 3.5K → 3.5K −$16.3K | -1.89% | $2.95T Mega Cap | Q2 2023 Held for 2y 5m | |
Oil & Gas Exploration & Production Energy | $840.4K 0.632% | +$840.4K New | 0.004% 900.0 shares | 0 → 900.0 +$840.4K | New | $21.5B Large Cap | Q3 2025 Held for 2 months | |
Travel Services Consumer Cyclical | $804.5K 0.605% | — | 0.0% 149.0 shares | — | — | $174.99B Large Cap | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $767.4K 0.577% | +$60.2K Bought | 0.01% 2.0K shares | 1.8K → 2.0K +$60.2K | +8.51% | $7.5B Mid Cap | Q3 2024 Held for 1y 2m | |
Railroads Industrials | $758.7K 0.571% | +$6.1K Bought | 0.001% 3.2K shares | 3.2K → 3.2K +$6.1K | +0.82% | $140.18B Large Cap | Q2 2023 Held for 2y 5m |
