Fusion Family Wealth LLC Portfolio Holdings

Fusion Family Wealth LLC

  • $1.09 Billion
  • Q4 2024

Fusion Family Wealth LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $196M, Invesco Exchange Traded Fd Tr with a value of $144M, Vanguard Ftse Emerging Mkts Et with a value of $99.8M, Vanguard Small Cap ETF with a value of $94.6M, and Vanguard Ftse Developed Market with a value of $83.1M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $1.08B to 1.09B.

Below you can find more details about Fusion Family Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.09 Billion
ETFs: $1.09 Billion
Technology: $1.59 Million
Financial Services: $1.1 Million
Communication Services: $948,000
Industrials: $396,000
Consumer Cyclical: $206,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $1.09 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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