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Home > Institutional Investor > Fortune Financial Advisors, Llc > Profile

Instuitional Investor - Fortune Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fortune Financial Advisors, Llc
Portfolio Value $143,205,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 121,824 $9,505,935 6.63%
2.
Microsoft Corp
 MSFT 16,671 $6,268,804 4.37%
3.
Procter & Gamble Co
 PG 33,301 $4,879,975 3.4%
4.
Apple Inc.
 AAPL 24,693 $4,754,021 3.31%
5.
Vaneck Etf Trust
 45,509 $3,862,332 2.69%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)