Fortune Financial Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$110M
Signature - Title
Dennis Wallace - CEO
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Fortune Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fortune Financial Advisors, LLC reported 88 stock holdings with total value $110M as of Q4 2024. Top holdings included USMV, MOAT, VGSH, GOOGL, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 88 $110M +$5.57M -$2.86M +$2.71M USMV, MOAT, VGSH, GOOGL, AAPL 13F-HR 1/23/2025, 03:49 PM
Q3 2024 88 $110M +$1.61M -$59.3M -$57.7M USMV, MOAT, VGSH, AAPL, GOOGL 13F-HR 10/24/2024, 11:12 AM
Q2 2024 122 $163M +$9.82M -$3.92M +$5.9M USMV, MSFT, PG, AAPL, GOOGL Restatement 8/7/2024, 02:55 PM
Q1 2024 129 $157M +$13.9M -$7.83M +$6.02M USMV, MSFT, PG, AAPL, MOAT 13F-HR 4/23/2024, 08:31 AM
Q4 2023 126 $142M +$6.03M -$3.42M +$2.61M USMV, MSFT, PG, AAPL, MOAT 13F-HR 1/25/2024, 10:35 AM
Q3 2023 117 $128M +$4.63M -$2.09M +$2.55M USMV, MSFT, PG, AAPL, MOAT 13F-HR 10/25/2023, 09:05 AM
Q2 2023 120 $130M $0 $0 USMV, MSFT, PG, AAPL, FTNT 13F-HR 8/7/2023, 03:54 PM