| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q2 2024 | 6.7% |
| MICROSOFT CORP | 5 | Q2 2024 | 5.2% |
| PROCTER AND GAMBLE CO | 5 | Q2 2024 | 4.2% |
| APPLE INC | 5 | Q2 2024 | 3.7% |
| VANECK ETF TRUST | 5 | Q2 2024 | 2.7% |
| FORTINET INC | 5 | Q2 2024 | 2.9% |
| MASTERCARD INCORPORATED | 5 | Q2 2024 | 2.4% |
| VANGUARD SCOTTSDALE FDS | 5 | Q2 2024 | 2.4% |
| ALPHABET INC | 5 | Q2 2024 | 2.6% |
| JPMORGAN CHASE & CO. | 5 | Q2 2024 | 2.1% |
View Fortune Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-24 |
| N-PX | 2024-08-13 |
| 13F-HR/A | 2024-08-07 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-07 |
View Fortune Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.