Fusion Capital, LLC Portfolio Holdings
Fusion Capital, LLC
- $240 Million
- Q4 2024
Fusion Capital, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $240 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21M, Vanguard Dividend Appreciation with a value of $18.2M, Ishares Core S&P 500 ETF with a value of $13.8M, Vaneck ETF Tr Investment Grade with a value of $12.2M, and Vanguard Growth ETF with a value of $10.9M.
Examining the 13F form we can see an increase of $15.7M in the current position value, from $224M to 240M.
Below you can find more details about Fusion Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$240 Million
ETFs: $97.6 Million
Technology: $42.9 Million
Financial Services: $22.1 Million
Healthcare: $19.8 Million
Industrials: $15.9 Million
Energy: $13.3 Million
Consumer Cyclical: $12.9 Million
Basic Materials: $8.14 Million
Other: $7.13 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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