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Fortune 45 LLC
Fortune 45 LLC is a registered investment advisor headquartered in Gonzales, Louisiana. The firm provides investment advisory and related financial planning services to clients. Founded in Louisiana, Fortune 45 offers personalized investment, retirement planning, and financial advisory solutions. Publicly available filings indicate Jesse Rodrigue is a key signatory on regulatory documents, suggesting a small to mid-sized team focused on serving individual and possibly small business clients.
Investment Strategy
Fortune 45 LLC focuses on providing tailored investment advisory and financial planning services to its clients, including strategies for long-term investing, retirement planning, and personalized wealth management. The firm emphasizes real-time, client-focused advising both online and in-person, aiming to deliver comprehensive financial solutions adapted to client needs.
Latest 13F Filing Activity
Fortune 45 LLC filed their most recent 13F report on Jun 30, 2025 disclosing 29 equity positions with a total 13F market value of $174M. The fund increased holdings in Vanguard Index FDS, Invesco QQQ TR, Nvidia Corporation among other positions. Fortune 45 LLC reduced exposure to Invesco Exchange Traded FD T, Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 39.80% | $69.1M | 121,595 | $436.21 | $568.03 | +$9.8M |
Q QQQ | INVESCO QQQ TR | 25.70% | $44.6M | 80,839 | $402.78 | $551.64 | +$8.0M |
S SPIB | SPDR SERIES TRUST | 4.68% | $8.1M | 242,109 | $32.92 | $33.58 | +$496.3K |
S SPSB | SPDR SERIES TRUST | 3.59% | $6.2M | 206,127 | $30.11 | $30.19 | +$439.7K |
V VTV | VANGUARD INDEX FDS | 3.47% | $6.0M | 34,024 | $171.84 | $176.74 | +$51.7K |
Industry Allocation
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