Fortune Financial Advisors, LLC Top Holdings and 13F Report (2025) About Fortune Financial Advisors, LLCInvestment ActivityFortune Financial Advisors, LLC has $110.05 million in total holdings as of December 31, 2024.Fortune Financial Advisors, LLC owns shares of 88 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 5.06% of the portfolio was purchased this quarter.About 2.60% of the portfolio was sold this quarter.This quarter, Fortune Financial Advisors, LLC has purchased 88 new stocks and bought additional shares in 50 stocks.Fortune Financial Advisors, LLC sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares MSCI USA Min Vol Factor ETF $10,858,854VanEck Morningstar Wide Moat ETF $4,939,389Vanguard Short-Term Treasury Index ETF $4,326,149Alphabet $3,749,739Apple $3,536,339 Largest New Holdings this Quarter Vanguard S&P 500 ETF $486,545 HoldingVanguard Dividend Appreciation ETF $224,813 HoldingiShares Russell Mid-Cap Growth ETF $220,165 HoldingVictoryShares Core Intermediate Bond ETF $211,600 Holding Largest Purchases this Quarter Tractor Supply 18,168 shares (about $963.99K)VanEck Morningstar Wide Moat ETF 6,271 shares (about $581.48K)Murphy USA 1,151 shares (about $577.38K)Vanguard S&P 500 ETF 903 shares (about $486.55K)Vanguard Short-Term Inflation-Protected Securities ETF 9,173 shares (about $444.16K) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 13,881 shares (about $1.27M)iShares MSCI EAFE Min Vol Factor ETF 660 shares (about $46.67K)Apple 179 shares (about $44.82K)iShares TIPS Bond ETF 354 shares (about $37.72K)Invesco S&P 500 Equal Weight ETF 203 shares (about $35.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFortune Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSMViShares MSCI USA Min Vol Factor ETF$10,858,854$393,074 ▲3.8%122,2989.9%ETFMOATVanEck Morningstar Wide Moat ETF$4,939,389$581,481 ▲13.3%53,2694.5%ETFVGSHVanguard Short-Term Treasury Index ETF$4,326,149$303,292 ▲7.5%74,3583.9%ETFGOOGLAlphabet$3,749,739$51,112 ▲1.4%19,8083.4%Computer and TechnologyAAPLApple$3,536,339$44,824 ▼-1.3%14,1223.2%Computer and TechnologyMAMastercard$3,290,369$13,164 ▲0.4%6,2493.0%Business ServicesIEIiShares 3-7 Year Treasury Bond ETF$2,933,910$75,454 ▲2.6%25,3912.7%ETFORLYO'Reilly Automotive$2,904,024$30,831 ▲1.1%2,4492.6%Retail/WholesaleMSFTMicrosoft$2,687,795$22,760 ▲0.9%6,3772.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,641,043$35,571 ▼-1.3%15,0722.4%ETFJPMJPMorgan Chase & Co.$2,609,448$31,881 ▲1.2%10,8862.4%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,564,122$444,155 ▲21.0%52,9562.3%ManufacturingAMZNAmazon.com$2,472,745$30,056 ▲1.2%11,2712.2%Retail/WholesaleNVONovo Nordisk A/S$2,355,744$48,859 ▲2.1%27,3862.1%MedicalNOCNorthrop Grumman$2,221,559$51,151 ▲2.4%4,7342.0%AerospaceMOAltria Group$2,162,076$61,754 ▲2.9%41,3482.0%Consumer StaplesTIPiShares TIPS Bond ETF$2,050,648$37,718 ▼-1.8%19,2461.9%ETFAMATApplied Materials$1,959,879$29,924 ▲1.6%12,0511.8%Computer and TechnologyVVisa$1,844,667$19,278 ▲1.1%5,8371.7%Business ServicesGRMNGarmin$1,738,5660.0%8,4291.6%Computer and TechnologyPMPhilip Morris International$1,565,995$48,381 ▲3.2%13,0121.4%Consumer StaplesSTESTERIS$1,552,389$30,012 ▲2.0%7,5521.4%MedicalAPHAmphenol$1,545,069$30,072 ▲2.0%22,2471.4%Computer and TechnologyLMTLockheed Martin$1,528,946$49,086 ▲3.3%3,1461.4%AerospaceEFAViShares MSCI EAFE Min Vol Factor ETF$1,490,417$46,668 ▼-3.0%21,0781.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,360,331$5,106 ▲0.4%3,1971.2%FinanceMNSTMonster Beverage$1,324,354$26,963 ▲2.1%25,1971.2%Consumer StaplesABTAbbott Laboratories$1,277,110$50,107 ▲4.1%11,2911.2%MedicalSPYSPDR S&P 500 ETF Trust$1,244,957$6,448 ▼-0.5%2,1241.1%FinanceASRGrupo Aeroportuario del Sureste, S. A. B. de C. V.$1,242,807$24,990 ▲2.1%4,8241.1%TransportationMETAMeta Platforms$1,202,949$9,951 ▼-0.8%2,0551.1%Computer and TechnologyTSCOTractor Supply$1,198,672$963,989 ▲410.8%22,5911.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$1,192,805$312 ▲0.0%19,1431.1%ETFTJXTJX Companies$1,172,125$50,137 ▲4.5%9,7021.1%Retail/WholesaleADBEAdobe$1,044,109$37,353 ▲3.7%2,3480.9%Computer and TechnologyMCDMcDonald's$962,887$15,362 ▲1.6%3,3220.9%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$944,913$924 ▲0.1%10,2210.9%ETFCVXChevron$938,562$40,555 ▲4.5%6,4800.9%Oils/EnergyIJRiShares Core S&P Small-Cap ETF$930,643$11,176 ▼-1.2%8,0770.8%ETFCPCanadian Pacific Kansas City$869,019$42,915 ▲5.2%12,0080.8%TransportationBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$850,971$1,269,188 ▼-59.9%9,3070.8%ETFCRLCharles River Laboratories International$799,6870.0%4,3320.7%MedicalMUSAMurphy USA$786,061$577,381 ▲276.7%1,5670.7%Retail/WholesaleDOMINOS PIZZA INC$774,841$47,431 ▲6.5%1,8460.7%COMAXPAmerican Express$762,531$13,654 ▼-1.8%2,5690.7%FinanceBKNGBooking$740,2950.0%1490.7%Retail/WholesaleTTETotalEnergies$721,962$17,004 ▲2.4%13,2470.7%Oils/EnergyUNPUnion Pacific$719,773$228 ▼0.0%3,1560.7%TransportationFNVFranco-Nevada$690,253$67,849 ▲10.9%5,8700.6%Basic MaterialsPEPPepsiCo$688,612$41,508 ▲6.4%4,5290.6%Consumer StaplesGOOGAlphabet$679,727$381 ▼-0.1%3,5690.6%Computer and TechnologyAVGOBroadcom$669,155$5,797 ▼-0.9%2,8860.6%Computer and TechnologyCOPConocoPhillips$618,729$397 ▲0.1%6,2390.6%Oils/EnergyVBRVanguard Small-Cap Value ETF$593,271$33,686 ▼-5.4%2,9940.5%ETFQUALiShares MSCI USA Quality Factor ETF$545,129$178 ▲0.0%3,0610.5%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$544,986$7,214 ▼-1.3%13,1450.5%ETFPGProcter & Gamble$505,967$671 ▲0.1%3,0180.5%Consumer StaplesVOOVanguard S&P 500 ETF$486,545$486,545 ▲New Holding9030.4%ETFINTUIntuit$475,1220.0%7560.4%Computer and TechnologyCARRCarrier Global$460,587$478 ▲0.1%6,7480.4%Computer and TechnologyBAHBooz Allen Hamilton$451,293$31,399 ▲7.5%3,5070.4%Business ServicesJNJJohnson & Johnson$426,743$6,363 ▲1.5%2,9510.4%MedicalETNEaton$424,2460.0%1,2780.4%Industrial ProductsANGLVanEck Fallen Angel High Yield Bond ETF$407,172$2,093 ▲0.5%14,2020.4%ManufacturingSBACSBA Communications$394,232$28,334 ▲7.7%1,9340.4%FinanceQQQInvesco QQQ$388,9390.0%7610.4%FinanceOLEDUniversal Display$387,1540.0%2,6480.4%Computer and TechnologyISRGIntuitive Surgical$374,7670.0%7180.3%MedicalIVViShares Core S&P 500 ETF$362,6270.0%6160.3%ETFOTISOtis Worldwide$330,992$463 ▲0.1%3,5740.3%ConstructionIBMInternational Business Machines$329,7450.0%1,5000.3%Computer and TechnologyRTXRTX$323,056$116 ▲0.0%2,7920.3%AerospaceCMICummins$312,5480.0%8970.3%Auto/Tires/TrucksNVDANVIDIA$310,428$4,028 ▲1.3%2,3120.3%Computer and TechnologyHONHoneywell International$286,891$22,590 ▼-7.3%1,2700.3%Multi-Sector ConglomeratesMTUMiShares MSCI USA Momentum Factor ETF$286,811$207 ▲0.1%1,3860.3%ETFWMWaste Management$272,2190.0%1,3490.2%Business ServicesSDYSPDR S&P Dividend ETF$269,6490.0%2,0410.2%ETFRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$266,679$361 ▲0.1%8,8600.2%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$259,520$5,101 ▼-1.9%5,5460.2%ETFAMGNAmgen$241,4970.0%9270.2%MedicalRSPHInvesco S&P 500 Equal Weight Health Care ETF$237,3890.0%8,1020.2%ETFPSXPhillips 66$234,7010.0%2,0600.2%Oils/EnergyVIGVanguard Dividend Appreciation ETF$224,813$224,813 ▲New Holding1,1480.2%ETFIWPiShares Russell Mid-Cap Growth ETF$220,165$220,165 ▲New Holding1,7370.2%ETFUITBVictoryShares Core Intermediate Bond ETF$211,600$211,600 ▲New Holding4,6040.2%ETFKOCoca-Cola$201,7290.0%3,2400.2%Consumer StaplesBBBlackBerry$61,614$378 ▼-0.6%16,3000.1%Computer and TechnologyCLXClorox$0$552,414 ▼-100.0%00.0%Consumer StaplesREYNReynolds Consumer Products$0$321,512 ▼-100.0%00.0%Consumer DiscretionaryAMTAmerican Tower$0$233,856 ▼-100.0%00.0%FinanceABBVAbbVie$0$205,128 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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