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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 : 10     View All Holdings Currently Viewing:  Unchanged 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
   (CRL)1 Year Chart         CRL Charles River Laboratories ... 40 - $224.75 $1,174,000 4,332 0.74% 150,000 0 0.008    Biotechnology
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 60 - $81.47 $811,000 0 0.51% -561,000 0 0    Closed - End Fund - E...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 76 - $320.09 $565,000 1,948 0.36% 106,000 0 0.001    Diversified Computer ...
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 78 - $3,735.01 $541,000 149 0.34% 12,000 0 0    Internet Software & S...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 97 - $1,412.13 $390,000 294 0.25% 62,000 0 0    Semiconductor- Broad...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 99 - $284.68 $380,000 1,261 0.24% 48,000 0 0    Internet Software & S...
   (PSX)1 Year Chart         PSX Phillips 66 104 - $145.85 $336,000 2,060 0.21% 62,000 0 0    Oil & Gas Refining, P...
   (IBM)1 Year Chart         IBM International Business Mach... 106 - $168.97 $328,000 1,716 0.21% 47,000 0 0    Diversified Computer ...
   (AMGN)1 Year Chart         AMGN Amgen Inc 119 - $314.72 $266,000 937 0.17% -4,000 0 0    Biotechnology
   (CMI)1 Year Chart         CMI Cummins Inc 121 - $287.85 $264,000 897 0.17% 49,000 0 0.001    Diversified Machinery

      10 Records Found
  1    
Page 1 of 1
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