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The Analysis of Fortune Financial Advisors, LLC's Holdings & P&L

Currently, Fortune Financial Advisors, LLC holds 148 types of securities in its portfolio with a total value $196.2M. In the most recent quarter, they have increased their positions in NVDA (+36.9K shares, valued at $6.4M), N/A (+9.0K shares, valued at $2.8M), N/A (+6.1K shares, valued at $2.4M); decreased their positions in AMZN (-902 shares, valued at $187.9K), N/A (-252 shares, valued at $150.5K), VBIL (-2.0K shares, valued at $148.3K); initiated new positions in N/A (+6.1K shares, valued at $2.4M), PJUL (+39.8K shares, valued at $1.8M), POWL (+2.9K shares, valued at $1.6M).

1M P&L

+3.5M+1.79%

3M P&L

+4.4M+2.31%

HY P&L

+20.9M+11.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A53.8M

31.2%

2Scientific & Technical Instruments15.8M

9.2%

3Semiconductors8.5M

4.9%

Top Industries by Stock Count

1N/A43 stocks

32.3%

2Semiconductors4 stocks

3.0%

3Aerospace & Defense4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GRMN GARMIN LTD65.7K shares-0.07%2026-03-312026-04-30

USMV ISHARES TR127.1K shares1.34%2026-03-312026-04-30

NVDA NVIDIA CORPORATION39.7K shares1293.51%2026-03-312026-04-30

ALPHABET INC ALPHABET INC20.7K shares-1.04%2026-03-312026-04-30

VGSH VANGUARD SCOTTSDALE FDS92.2K shares5.16%2026-03-312026-04-30

MOAT VANECK ETF TRUST54.6K shares-1.73%2026-03-312026-04-30

AAPL APPLE INC20.0K shares39.50%2026-03-312026-04-30

AMAT APPLIED MATLS INC12.8K shares-1.78%2026-03-312026-04-30

Sponsored

MSFT MICROSOFT CORP10.2K shares39.83%2026-03-312026-04-30

BROADCOM INC BROADCOM INC12.1K shares286.02%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC39.1K shares1.41%2026-03-312026-04-30

VTIP VANGUARD MALVERN FDS69.8K shares4.54%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP5.1K shares1.86%2026-03-312026-04-30

MA MASTERCARD INCORPORATED6.7K shares1.93%2026-03-312026-04-30

APH AMPHENOL CORP26.1K shares1.45%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO10.8K shares-2.26%2026-03-312026-04-30

Sponsored

IEI ISHARES TR26.3K shares-0.42%2026-03-312026-04-30

MO ALTRIA GROUP INC45.4K shares3.49%2026-03-312026-04-30

META META PLATFORMS INC4.7K shares107.51%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC15.5K shares2.85%2026-03-312026-04-30

AMZN AMAZON COM INC11.8K shares-7.10%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6.1K sharesnew addition2026-03-312026-04-30

EFAV ISHARES TR25.8K shares10.39%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.0K shares-3.33%2026-03-312026-04-30

Sponsored

LMT LOCKHEED MARTIN CORP3.5K shares2.25%2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP NEW28.0K shares1.81%2026-03-312026-04-30

TIP ISHARES TR18.2K shares-0.11%2026-03-312026-04-30

V VISA INC6.6K shares2.89%2026-03-312026-04-30

CVX CHEVRON CORPORATION9.5K shares29.93%2026-03-312026-04-30

STERIS PLC STERIS PLC8.5K shares3.91%2026-03-312026-04-30

TJX TJX COS INC NEW11.6K shares2.04%2026-03-312026-04-30

PJUL INNOVATOR ETFS TRUST39.8K sharesnew addition2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INC6.3K shares89.72%2026-03-312026-04-30

ASR GRUPO AEROPORTUARIO DEL SURE5.2K shares1.83%2026-03-312026-04-30

FNV FRANCO NEV CORP6.8K shares1.59%2026-03-312026-04-30

POWL POWELL INDS INC2.9K sharesnew addition2026-03-312026-04-30

ABT ABBOTT LABORATORIES14.8K shares19.39%2026-03-312026-04-30

MTUM ISHARES TR6.3K shares44.13%2026-03-312026-04-30

TPL TEXAS PACIFIC LAND CORPORATI3.0K shares2.04%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T2.0K shares-2.62%2026-03-312026-04-30

Sponsored

BIL SPDR SERIES TRUST14.4K shares21.17%2026-03-312026-04-30

TSCO TRACTOR SUPPLY CO28.7K shares6.17%2026-03-312026-04-30

UNP UNION PAC CORP5.1K shares51.57%2026-03-312026-04-30

DIA STATE STR SPDR DOW JONES IND2.7K shares0.15%2026-03-312026-04-30

RTX RTX CORPORATION6.1K shares118.02%2026-03-312026-04-30

LLY ELI LILLY & CO1.3K shares381.20%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares-11.38%2026-03-312026-04-30

MUSA MURPHY USA INC2.3K shares7.65%2026-03-312026-04-30

Sponsored

EATON CORP PLC EATON CORP PLC3.1K shares160.39%2026-03-312026-04-30

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY13.8K shares0.94%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC1.2K sharesnew addition2026-03-312026-04-30

HWKN HAWKINS INC6.7K sharesnew addition2026-03-312026-04-30

MCD MCDONALDS CORP3.3K shares-0.57%2026-03-312026-04-30

IJH ISHARES TR14.7K shares-0.19%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR9.0K shares20.73%2026-03-312026-04-30

KLAC KLA CORP660 sharesnew addition2026-03-312026-04-30

Sponsored

COP CONOCOPHILLIPS7.3K shares19.14%2026-03-312026-04-30

IEF ISHARES TR10.0K shares-2.08%2026-03-312026-04-30

AFRM AFFIRM HLDGS INC20.7K sharesnew addition2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC4.5K sharesnew addition2026-03-312026-04-30

STLD STEEL DYNAMICS INC5.0K sharesnew addition2026-03-312026-04-30

GLW CORNING INC6.5K sharesnew addition2026-03-312026-04-30

EAT BRINKER INTL INC6.2K sharesnew addition2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC1.8K sharesnew addition2026-03-312026-04-30

Sponsored

DPZ DOMINOS PIZZA INC2.3K shares4.83%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO2.7K shares-3.51%2026-03-312026-04-30

AMGN AMGEN INC2.3K shares144.88%2026-03-312026-04-30

PEP PEPSICO INC5.0K shares9.93%2026-03-312026-04-30

VTES VANGUARD WELLINGTON FD7.6K shares7.23%2026-03-312026-04-30

CHE CHEMED CORP NEW1.8K shares4.97%2026-03-312026-04-30

HON HONEYWELL INTL INC3.0K shares136.98%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS3.0K shares-8.20%2026-03-312026-04-30

Sponsored

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP15.8K sharesnew addition2026-03-312026-04-30

ENS ENERSYS3.6K sharesnew addition2026-03-312026-04-30

AXON AXON ENTERPRISE INC1.5K sharesnew addition2026-03-312026-04-30

RY ROYAL BK CDA3.8K sharesnew addition2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC146 shares-1.35%2026-03-312026-04-30

ANGL VANECK ETF TRUST21.2K shares43.26%2026-03-312026-04-30

IJR ISHARES TR4.8K shares-8.47%2026-03-312026-04-30

ADBE ADOBE INC2.4K shares-1.61%2026-03-312026-04-30

Sponsored

ABBV ABBVIE INC2.6K sharesnew addition2026-03-312026-04-30

TOL TOLL BROTHERS INC4.0K sharesnew addition2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR910 shares-9.36%2026-03-312026-04-30

FDX FEDEX CORP1.4K sharesnew addition2026-03-312026-04-30

TKR TIMKEN CO5.0K sharesnew addition2026-03-312026-04-30

BALT INNOVATOR ETFS TRUST15.2K sharesnew addition2026-03-312026-04-30

IEFA ISHARES TR5.5K shares137.15%2026-03-312026-04-30

CMI CUMMINS INC897 shares0.00%2026-03-312026-04-30

Sponsored

PSX PHILLIPS 662.5K shares24.75%2026-03-312026-04-30

FSLR FIRST SOLAR INC2.3K sharesnew addition2026-03-312026-04-30

QUAL ISHARES TR2.3K shares0.04%2026-03-312026-04-30

FITB FIFTH THIRD BANCORP9.6K sharesnew addition2026-03-312026-04-30

IVV ISHARES TR682 shares0.00%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC955 shares1.81%2026-03-312026-04-30

NRG NRG ENERGY INC3.0K sharesnew addition2026-03-312026-04-30

IMTM ISHARES TR8.8K shares97.44%2026-03-312026-04-30

Sponsored

GM GENERAL MTRS CO5.6K sharesnew addition2026-03-312026-04-30

CARR CARRIER GLOBAL CORPORATION7.3K shares0.08%2026-03-312026-04-30

SBAC SBA COMMUNICATIONS CORP2.4K shares3.51%2026-03-312026-04-30

PG PROCTER & GAMBLE CO2.8K shares-14.70%2026-03-312026-04-30

STM STMICROELECTRONICS N V11.8K sharesnew addition2026-03-312026-04-30

SMMV ISHARES TR9.0K shares-10.16%2026-03-312026-04-30

OKE ONEOK INC NEW4.3K sharesnew addition2026-03-312026-04-30

ASML ASML HLDG NV283 shares3.66%2026-03-312026-04-30

Sponsored

INTU INTUIT848 shares0.12%2026-03-312026-04-30

GLD SPDR GOLD TR847 shares27.37%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2026-03-312026-04-30

NOK NOKIA CORP45.0K sharesnew addition2026-03-312026-04-30

TRMB TRIMBLE INC5.4K sharesnew addition2026-03-312026-04-30

WM WASTE MGMT INC DEL1.5K shares1.25%2026-03-312026-04-30

OTIS OTIS WORLDWIDE CORP4.3K shares11.81%2026-03-312026-04-30

SPAB SPDR SERIES TRUST12.6K sharesnew addition2026-03-312026-04-30

Sponsored

BK BANK NEW YORK MELLON CORP2.7K sharesnew addition2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP3.4K sharesnew addition2026-03-312026-04-30

AWK AMERICAN WTR WKS CO INC NEW2.3K shares23.77%2026-03-312026-04-30

IWP ISHARES TR2.4K shares1.67%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC2.5K sharesnew addition2026-03-312026-04-30

UHS UNIVERSAL HLTH SVCS INC1.7K sharesnew addition2026-03-312026-04-30

SDY SPDR SERIES TRUST2.0K shares-7.90%2026-03-312026-04-30

CSCO CISCO SYS INC3.8K sharesnew addition2026-03-312026-04-30

Sponsored

MGM MGM RESORTS INTERNATIONAL7.9K sharesnew addition2026-03-312026-04-30

JPIE J P MORGAN EXCHANGE TRADED F6.3K sharesnew addition2026-03-312026-04-30

VTV VANGUARD INDEX FDS1.5K sharesnew addition2026-03-312026-04-30

TOTALENERGIES SE TOTALENERGIES SE3.1K sharesnew addition2026-03-312026-04-30

SPYM SPDR SERIES TRUST3.7K sharesnew addition2026-03-312026-04-30

IAGG ISHARES TR5.5K sharesnew addition2026-03-312026-04-30

JCPB J P MORGAN EXCHANGE TRADED F5.7K sharesnew addition2026-03-312026-04-30

VUG VANGUARD INDEX FDS616 sharesnew addition2026-03-312026-04-30

Sponsored

BAH BOOZ ALLEN HAMILTON HLDG COR3.4K shares-0.96%2026-03-312026-04-30

MTD METTLER TOLEDO INTERNATIONAL208 shares0.00%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE908 shares-29.23%2026-03-312026-04-30

VBIL VANGUARD INSTL INDEX FD3.4K shares-36.71%2026-03-312026-04-30

VIGI VANGUARD WHITEHALL FDS2.9K sharesnew addition2026-03-312026-04-30

NBIS NEBIUS GROUP N.V.2.4K sharesnew addition2026-03-312026-04-30

KO COCA COLA CO3.3K shares-3.75%2026-03-312026-04-30

QCOM QUALCOMM INC1.9K sharesnew addition2026-03-312026-04-30

Sponsored

IUSB ISHARES TR5.4K sharesnew addition2026-03-312026-04-30

TDY TELEDYNE TECHNOLOGIES INC399 sharesnew addition2026-03-312026-04-30

FNDF SCHWAB STRATEGIC TR4.6K shares4.00%2026-03-312026-04-30

UITB VICTORY PORTFOLIOS II4.8K shares4.24%2026-03-312026-04-30

AGG ISHARES TR2.3K sharesnew addition2026-03-312026-04-30

LINDE PLC LINDE PLC450 sharesnew addition2026-03-312026-04-30

MLM MARTIN MARIETTA MATLS INC375 sharesnew addition2026-03-312026-04-30

IJS ISHARES TR1.8K shares1.39%2026-03-312026-04-30

Sponsored

VTI VANGUARD INDEX FDS673 sharesnew addition2026-03-312026-04-30

NEU NEWMARKET CORP334 shares0.00%2026-03-312026-04-30

DIS DISNEY WALT CO2.2K sharesnew addition2026-03-312026-04-30

BB BLACKBERRY LTD10.0K shares-37.50%2026-03-312026-04-30

GRMN

GARMIN LTD

-0.07%

Shares65.7K

Event2026-03-31

Filed2026-04-30

USMV

ISHARES TR

1.34%

Shares127.1K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

1293.51%

Shares39.7K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-1.04%

Shares20.7K

Event2026-03-31

Filed2026-04-30

VGSH

VANGUARD SCOTTSDALE FDS

5.16%

Shares92.2K

Event2026-03-31

Filed2026-04-30

MOAT

VANECK ETF TRUST

-1.73%

Shares54.6K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

39.50%

Shares20.0K

Event2026-03-31

Filed2026-04-30

AMAT

APPLIED MATLS INC

-1.78%

Shares12.8K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

39.83%

Shares10.2K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

286.02%

Shares12.1K

Event2026-03-31

Filed2026-04-30

ORLY

OREILLY AUTOMOTIVE INC

1.41%

Shares39.1K

Event2026-03-31

Filed2026-04-30

VTIP

VANGUARD MALVERN FDS

4.54%

Shares69.8K

Event2026-03-31

Filed2026-04-30

NOC

NORTHROP GRUMMAN CORP

1.86%

Shares5.1K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED

1.93%

Shares6.7K

Event2026-03-31

Filed2026-04-30

APH

AMPHENOL CORP

1.45%

Shares26.1K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-2.26%

Shares10.8K

Event2026-03-31

Filed2026-04-30

IEI

ISHARES TR

-0.42%

Shares26.3K

Event2026-03-31

Filed2026-04-30

ALTRIA GROUP INC

3.49%

Shares45.4K

Event2026-03-31

Filed2026-04-30