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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 : 11     View All Holdings Currently Viewing:  Closed 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
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 134 Closed $64.48 $0 0 0% -214,000 -3,478 0    N/A
   (LUV)1 Year Chart         LUV Southwest Airlines Co 140 Closed $27.86 $0 0 0% -437,000 -15,132 0    Regional Airlines
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 133 Closed $524.63 $0 0 0% -203,000 -386 0    Health Care Plans
   (MMM)1 Year Chart         MMM 3M Co 139 Closed $105.26 $0 0 0% -213,000 -1,949 0    Conglomerates
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 132 Closed $80.48 $0 0 0% -320,000 -4,254 0    N/A
   (LYG)1 Year Chart         LYG Lloyds Banking Group Plc 138 Closed $2.82 $0 0 0% -29,000 -12,337 0    Foreign Regional Banks
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 131 Closed $82.25 $0 0 0% -214,000 -2,574 0    Closed - End Fund - E...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 137 Closed $112.01 $0 0 0% -237,000 -2,272 0    Closed - End Fund - E...
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 130 Closed $87.70 $0 0 0% -300,000 -3,589 0    Closed - End Fund - E...
   (AMT)1 Year Chart         AMT American Tower Corp 136 Closed $194.51 $0 0 0% -216,000 -1,001 0    Integrated Telecommun...
   (GUNR)1 Year Chart         GUNR FlexShares Global Upstream ... 135 Closed $43.38 $0 0 0% -335,000 -8,179 0    N/A

      11 Records Found
  1    
Page 1 of 1
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