Fortune Financial Advisors

Fortune Financial Advisors as of March 31, 2025

Portfolio Holdings for Fortune Financial Advisors

Fortune Financial Advisors holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 9.9 $12M 123k 93.66
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.2 $4.9M 55k 88.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.8 $4.5M 76k 58.69
O'reilly Automotive (ORLY) 3.1 $3.6M 2.5k 1432.58
Mastercard Incorporated Cl A (MA) 3.0 $3.5M 6.3k 548.12
Apple (AAPL) 2.9 $3.4M 15k 222.13
Alphabet Cap Stk Cl A (GOOGL) 2.7 $3.2M 21k 154.64
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.6 $3.0M 25k 118.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.5 $2.9M 58k 49.90
JPMorgan Chase & Co. (JPM) 2.4 $2.7M 11k 245.30
Microsoft Corporation (MSFT) 2.2 $2.6M 6.9k 375.38
Altria (MO) 2.2 $2.6M 43k 60.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.1 $2.5M 14k 173.23
Northrop Grumman Corporation (NOC) 2.1 $2.5M 4.8k 512.03
Amazon (AMZN) 2.0 $2.3M 12k 190.26
Philip Morris International (PM) 1.9 $2.2M 14k 158.73
Visa Com Cl A (V) 1.9 $2.2M 6.2k 350.48
Ishares Tr Tips Bd Etf (TIP) 1.8 $2.0M 18k 111.09
Novo-nordisk A S Adr (NVO) 1.7 $2.0M 29k 69.44
Applied Materials (AMAT) 1.6 $1.8M 13k 145.12
Garmin SHS (GRMN) 1.6 $1.8M 8.3k 217.13
Steris Shs Usd (STE) 1.5 $1.8M 7.8k 226.65
Ishares Tr Msci Eafe Min Vl (EFAV) 1.4 $1.6M 20k 77.92
Monster Beverage Corp (MNST) 1.3 $1.5M 26k 58.52
Abbott Laboratories (ABT) 1.3 $1.5M 12k 132.64
Amphenol Corp Cl A (APH) 1.3 $1.5M 23k 65.59
Lockheed Martin Corporation (LMT) 1.3 $1.5M 3.3k 446.73
Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) 1.2 $1.3M 4.9k 273.82
Tractor Supply Company (TSCO) 1.1 $1.3M 24k 55.10
TJX Companies (TJX) 1.1 $1.3M 11k 121.80
Meta Platforms Cl A (META) 1.1 $1.2M 2.2k 576.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.2M 2.1k 559.40
Chevron Corporation (CVX) 1.0 $1.2M 6.9k 167.30
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $1.2M 2.7k 419.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.1M 19k 58.35
McDonald's Corporation (MCD) 0.9 $1.0M 3.3k 312.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.0M 2.0k 513.91
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.8 $970k 10k 95.37
Franco-Nevada Corporation (FNV) 0.8 $948k 6.0k 157.56
Adobe Systems Incorporated (ADBE) 0.8 $947k 2.5k 383.53
Domino's Pizza (DPZ) 0.8 $915k 2.0k 459.36
Totalenergies Se Sponsored Ads 0.8 $898k 14k 64.69
Canadian Pacific Kansas City (CP) 0.8 $883k 13k 70.21
Murphy Usa (MUSA) 0.7 $842k 1.8k 469.77
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $823k 7.9k 104.57
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.7 $807k 8.8k 91.73
American Express Company (AXP) 0.7 $761k 2.8k 269.07
Union Pacific Corporation (UNP) 0.6 $746k 3.2k 236.21
Booking Holdings (BKNG) 0.6 $686k 149.00 4606.91
Pepsi (PEP) 0.6 $683k 4.6k 149.92
Chemed Corp Com Stk (CHE) 0.6 $668k 1.1k 615.40
ConocoPhillips (COP) 0.6 $656k 6.2k 105.01
Charles River Laboratories (CRL) 0.6 $651k 4.3k 150.52
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $589k 3.0k 194.00
Alphabet Cap Stk Cl C (GOOG) 0.5 $555k 3.5k 156.23
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.5 $542k 13k 41.45
Procter & Gamble Company (PG) 0.5 $539k 3.2k 170.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $531k 1.1k 468.83
Broadcom (AVGO) 0.4 $520k 3.1k 167.44
Intuit (INTU) 0.4 $507k 826.00 614.05
Sba Communications Corp Cl A (SBAC) 0.4 $472k 2.1k 219.99
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $465k 5.3k 87.17
Carrier Global Corporation (CARR) 0.4 $428k 6.8k 63.40
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.4 $411k 14k 28.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $401k 2.3k 170.89
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.3 $399k 3.8k 104.58
Ishares Tr Core S&p500 Etf (IVV) 0.3 $393k 700.00 561.90
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $380k 7.4k 51.05
International Business Machines (IBM) 0.3 $373k 1.5k 248.66
Raytheon Technologies Corp (RTX) 0.3 $370k 2.8k 132.47
Otis Worldwide Corp (OTIS) 0.3 $369k 3.6k 103.20
Intuitive Surgical Com New (ISRG) 0.3 $358k 723.00 495.27
NVIDIA Corporation (NVDA) 0.3 $346k 3.2k 108.37
Eaton Corp SHS (ETN) 0.3 $336k 1.2k 271.85
Universal Display Corporation (OLED) 0.3 $330k 2.4k 139.49
Waste Management (WM) 0.3 $312k 1.3k 231.51
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $301k 2.2k 135.70
Amgen (AMGN) 0.2 $289k 927.00 311.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $281k 2.4k 117.50
Cummins (CMI) 0.2 $281k 897.00 313.29
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $281k 1.4k 202.18
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.2 $273k 8.9k 30.82
Honeywell International (HON) 0.2 $269k 1.3k 211.80
Phillips 66 (PSX) 0.2 $254k 2.1k 123.48
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.2 $248k 5.2k 47.53
Coca-Cola Company (KO) 0.2 $246k 3.4k 71.62
Victory Portfolios Ii Core Intermediat (UITB) 0.2 $242k 5.2k 46.94
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $241k 8.1k 29.75
American Water Works (AWK) 0.2 $219k 1.5k 147.49
American Tower Reit (AMT) 0.2 $219k 1.0k 217.63
Abbvie (ABBV) 0.2 $219k 1.0k 209.61
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $216k 2.6k 82.94
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $215k 6.0k 36.14
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $215k 2.2k 97.49
Blackberry (BB) 0.1 $63k 17k 3.77