The Analysis of Fortune Financial Advisors, LLC's Holdings
Currently, Fortune Financial Advisors, LLC holds 99 types of securities in its portfolio with a total value $148.3M. In the most recent quarter, they have increased their positions in GRMN (+57.4K shares, valued at $11.6M), TPL (+2.0K shares, valued at $572.5K), VBIL (+5.3K shares, valued at $402.7K); decreased their positions in N/A (-1.4K shares, valued at $261.1K), USMV (-2.1K shares, valued at $197.6K), IJH (-2.5K shares, valued at $162.4K); initiated new positions in VBIL (+5.3K shares, valued at $402.7K), LLY (+266 shares, valued at $285.9K), GLD (+665 shares, valued at $263.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GRMN GARMIN LTD65.7K shares687.25%2025-12-312026-01-23
USMV ISHARES TR125.4K shares-1.65%2025-12-312026-01-23 ALPHABET INC ALPHABET INC20.9K shares-0.11%2025-12-312026-01-23 MOAT VANECK ETF TRUST55.6K shares-1.40%2025-12-312026-01-23 VGSH VANGUARD SCOTTSDALE FDS87.7K shares6.22%2025-12-312026-01-23 AAPL APPLE INC14.3K shares-2.77%2025-12-312026-01-23 MA MASTERCARD INCORPORATED6.6K shares0.38%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.11.1K shares0.13%2025-12-312026-01-23 MSFT MICROSOFT CORP7.3K shares1.92%2025-12-312026-01-23 ORLY OREILLY AUTOMOTIVE INC38.5K shares0.89%2025-12-312026-01-23 APH AMPHENOL CORP NEW25.7K shares1.17%2025-12-312026-01-23 AMAT APPLIED MATLS INC13.0K shares0.69%2025-12-312026-01-23 VTIP VANGUARD MALVERN FDS66.8K shares6.26%2025-12-312026-01-23 IEI ISHARES TR26.4K shares0.37%2025-12-312026-01-23 AMZN AMAZON COM INC12.7K shares1.75%2025-12-312026-01-23 NOC NORTHROP GRUMMAN CORP5.0K shares1.59%2025-12-312026-01-23 MO ALTRIA GROUP INC43.9K shares1.43%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC15.0K shares2.80%2025-12-312026-01-23 V VISA INC6.4K shares2.61%2025-12-312026-01-23 MNST MONSTER BEVERAGE CORP NEW27.5K shares2.16%2025-12-312026-01-23 STERIS PLC STERIS PLC8.2K shares2.13%2025-12-312026-01-23 EFAV ISHARES TR23.4K shares1.46%2025-12-312026-01-23 TIP ISHARES TR18.2K shares-1.32%2025-12-312026-01-23 TJX TJX COS INC NEW11.3K shares3.58%2025-12-312026-01-23 ASR GRUPO AEROPORTUARIO DEL SURE5.1K shares2.35%2025-12-312026-01-23 LMT LOCKHEED MARTIN CORP3.4K shares2.89%2025-12-312026-01-23 ABT ABBOTT LABS12.4K shares2.50%2025-12-312026-01-23 META META PLATFORMS INC2.3K shares2.30%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR2.1K shares-0.99%2025-12-312026-01-23 NVO NOVO-NORDISK A S27.1K shares-8.23%2025-12-312026-01-23 FNV FRANCO NEV CORP6.6K shares2.40%2025-12-312026-01-23 TSCO TRACTOR SUPPLY CO27.1K shares6.41%2025-12-312026-01-23 DIA SPDR DOW JONES INDL AVERAGE2.7K shares-3.48%2025-12-312026-01-23 CVX CHEVRON CORP NEW7.3K shares2.57%2025-12-312026-01-23 MTUM ISHARES TR4.4K shares53.35%2025-12-312026-01-23 BROADCOM INC BROADCOM INC3.1K shares-0.63%2025-12-312026-01-23 BIL SPDR SERIES TRUST11.8K shares7.22%2025-12-312026-01-23 ALPHABET INC ALPHABET INC3.3K shares-4.77%2025-12-312026-01-23 AXP AMERICAN EXPRESS CO2.8K shares-0.07%2025-12-312026-01-23 MCD MCDONALDS CORP3.3K shares-0.51%2025-12-312026-01-23 IEF ISHARES TR10.2K shares0.10%2025-12-312026-01-23 IJH ISHARES TR14.7K shares-14.32%2025-12-312026-01-23 DPZ DOMINOS PIZZA INC2.2K shares3.39%2025-12-312026-01-23 MUSA MURPHY USA INC2.1K shares7.14%2025-12-312026-01-23 ADBE ADOBE INC2.4K shares-6.50%2025-12-312026-01-23 TPL TEXAS PACIFIC LAND CORPORATI2.9K shares221.44%2025-12-312026-01-23 BKNG BOOKING HOLDINGS INC148 shares-0.67%2025-12-312026-01-23 UNP UNION PAC CORP3.4K shares5.36%2025-12-312026-01-23 AVUV AMERICAN CENTY ETF TR7.4K shares8.02%2025-12-312026-01-23 CHE CHEMED CORP NEW1.7K shares3.35%2025-12-312026-01-23 VTES VANGUARD WELLINGTON FD7.1K shares60.29%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS3.2K shares0.41%2025-12-312026-01-23 PEP PEPSICO INC4.6K shares0.00%2025-12-312026-01-23 IJR ISHARES TR5.2K shares-10.99%2025-12-312026-01-23 COP CONOCOPHILLIPS6.2K shares-1.57%2025-12-312026-01-23 INTU INTUIT847 shares1.68%2025-12-312026-01-23 NVDA NVIDIA CORPORATION2.9K shares-13.22%2025-12-312026-01-23 ISRG INTUITIVE SURGICAL INC938 shares-1.88%2025-12-312026-01-23 RTX RTX CORPORATION2.8K shares0.25%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO3.3K shares0.15%2025-12-312026-01-23 IVV ISHARES TR682 shares0.15%2025-12-312026-01-23 QUAL ISHARES TR2.3K shares-0.30%2025-12-312026-01-23 CMI CUMMINS INC897 shares0.00%2025-12-312026-01-23 SBAC SBA COMMUNICATIONS CORP NEW2.3K shares3.26%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2025-12-312026-01-23 ANGL VANECK ETF TRUST14.8K shares2.91%2025-12-312026-01-23 SMMV ISHARES TR10.0K shares-5.63%2025-12-312026-01-23 VBIL VANGUARD INSTL INDEX FD5.3K sharesnew addition2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE1.3K shares2.39%2025-12-312026-01-23 CARR CARRIER GLOBAL CORPORATION7.3K shares-1.79%2025-12-312026-01-23 FLOT ISHARES TR7.4K shares0.00%2025-12-312026-01-23 OTIS OTIS WORLDWIDE CORP3.8K shares0.03%2025-12-312026-01-23 IWP ISHARES TR2.4K shares0.04%2025-12-312026-01-23 WM WASTE MGMT INC DEL1.4K shares-2.44%2025-12-312026-01-23 SDY SPDR SERIES TRUST2.2K shares0.00%2025-12-312026-01-23 AMGN AMGEN INC927 shares0.00%2025-12-312026-01-23 ASML ASML HOLDING N V273 shares4.20%2025-12-312026-01-23 MTD METTLER TOLEDO INTERNATIONAL208 shares0.00%2025-12-312026-01-23 BAH BOOZ ALLEN HAMILTON HLDG COR3.4K shares-10.42%2025-12-312026-01-23 LLY ELI LILLY & CO266 sharesnew addition2025-12-312026-01-23 GLD SPDR GOLD TR665 sharesnew addition2025-12-312026-01-23 PSX PHILLIPS 662.0K shares-1.94%2025-12-312026-01-23 HON HONEYWELL INTL INC1.3K shares0.16%2025-12-312026-01-23 AWK AMERICAN WTR WKS CO INC NEW1.9K shares15.70%2025-12-312026-01-23 KO COCA COLA CO3.4K shares0.00%2025-12-312026-01-23 NEU NEWMARKET CORP334 shares0.00%2025-12-312026-01-23 TDG TRANSDIGM GROUP INC172 shares-1.15%2025-12-312026-01-23 UITB VICTORY PORTFOLIOS II4.6K shares0.00%2025-12-312026-01-23 IMTM ISHARES TR4.5K sharesnew addition2025-12-312026-01-23 IEFA ISHARES TR2.3K shares0.00%2025-12-312026-01-23 IJS ISHARES TR1.8K sharesnew addition2025-12-312026-01-23 RSPH INVESCO EXCHANGE TRADED FD T6.4K sharesnew addition2025-12-312026-01-23 FNDF SCHWAB STRATEGIC TR4.5K sharesnew addition2025-12-312026-01-23 BB BLACKBERRY LTD16.0K shares-3.61%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available