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  Name: Fortune Financial Advisors LLC
  City: Overland Park
  State: KS
  Zip: 66210
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $157,875,000
  Total Value Change : $14,669,000
  Securities Held Change : 3
   
All Securities Held : 130
  New Positions : 14
  Closed Positions : 11
  Increased Positions : 42
  Unchanged Positions : 10
  Decreased Positions : 64

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 52 New $146.03 $935,000 6,328 0.59% 935,000 6,328 0    Closed - End Fund - E...
   (AVIV)1 Year Chart         AVIV Avantis International Large... 55 New $0.00 $882,000 16,316 0.56% 882,000 16,316 0.181    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 65 New $93.29 $759,000 8,097 0.48% 759,000 8,097 0.009    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 67 New $80.00 $725,000 8,995 0.46% 725,000 8,995 0.003    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 70 New $94.70 $660,000 7,118 0.42% 660,000 7,118 0.001    Closed - End Fund - Debt
   (SLX)1 Year Chart         SLX Vaneck Vectors Steel ETF 77 New $72.82 $559,000 7,701 0.35% 559,000 7,701 0.285    Closed - End Fund - E...
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 79 New $0.00 $540,000 10,712 0.34% 540,000 10,712 0.001    N/A
   (DE)1 Year Chart         DE Deere & Co 90 New $394.43 $440,000 1,072 0.28% 440,000 1,072 0    Farm & Construction M...
   (PULS)1 Year Chart         PULS Pgim Ultra Short Bond Etf 110 New $49.62 $299,000 6,010 0.19% 299,000 6,010 0.002    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 115 New $943.59 $276,000 306 0.17% 276,000 306 0    Semiconductor - Speci...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 122 New $0.00 $244,000 3,282 0.15% 244,000 3,282 0    N/A
   (NEU)1 Year Chart         NEU Newmarket Corp 125 New $556.91 $213,000 336 0.13% 213,000 336 0.003    Specialty Chemicals
   (KO)1 Year Chart         KO Coca-Cola Co 128 New $63.32 $201,000 3,293 0.13% 201,000 3,293 0    Beverage Soft Drinks...

      13 Records Found
  1    
Page 1 of 1
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