Fusion Family Wealth LLC Closed Holding Positions

Fusion Family Wealth LLC

  • $1.09 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Empire State Realty Op LP
Q1 2019 Filed on May 10, 2019
8,745
N/A
FLIC
First Of Long Island Corp

Financial Services
Q1 2019 Filed on May 10, 2019
6,675
$20.41 - $23.39 $136K - $156K
FFIC
Flushing Financial Corp

Financial Services
Q1 2019 Filed on May 10, 2019
30,511
$21.14 - $23.65 $645K - $722K
F
Ford Motor CO

Consumer Cyclical
Q1 2019 Filed on May 10, 2019
1,859
$7.78 - $8.99 $14.5K - $16.7K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2019 Filed on May 10, 2019
375
$50.75 - $59.92 $19K - $22.5K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2019 Filed on May 10, 2019
212
$62.53 - $70.05 $13.3K - $14.9K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2019 Filed on May 10, 2019
50
$33.14 - $38.8 $1.66K - $1.94K
HSY
Hershey CO

Consumer Defensive
Q1 2019 Filed on May 10, 2019
3,000
$104.3 - $114.83 $313K - $344K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q1 2019 Filed on May 10, 2019
536
$92.65 - $109.62 $49.7K - $58.8K
INTC
Intel Corp

Technology
Q1 2019 Filed on May 10, 2019
2,575
$44.49 - $54.64 $115K - $141K
United Technologies Corp
Q1 2019 Filed on May 10, 2019
50
N/A
Exco Resources Inc
Q1 2019 Filed on May 10, 2019
1,001
N/A
Zix Corp
Q1 2019 Filed on May 10, 2019
800
N/A
Xerox Corp
Q1 2019 Filed on May 10, 2019
36
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2019 Filed on May 10, 2019
4,746
$58.97 - $68.54 $280K - $325K
MGC
Vanguard Mega Cap ETF

ETFs
Q1 2019 Filed on May 10, 2019
50
N/A
VNO
Vornado Realty Trust

Real Estate
Q1 2019 Filed on May 10, 2019
750
$60.2 - $70.5 $45.2K - $52.9K
CNDT
Conduent Inc

Technology
Q1 2019 Filed on May 10, 2019
28
$10.59 - $15.35 $297 - $430
Scolr Pharma Inc
Q1 2019 Filed on May 10, 2019
500
N/A
BRT
Brt Apartments Corp.

Real Estate
Q1 2019 Filed on May 10, 2019
7,250
$11.59 - $13.91 $84K - $101K
BDX
Becton Dickinson & CO

Healthcare
Q1 2019 Filed on May 10, 2019
2,000
$206.05 - $248.17 $412K - $496K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2019 Filed on May 10, 2019
14
$287000.0 - $313875.0 $4.02M - $4.39M
Bridge Bancorp Inc
Q1 2019 Filed on May 10, 2019
686
N/A
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2019 Filed on May 10, 2019
317
$39.01 - $45.39 $12.4K - $14.4K
CX
Cemex Sab De Cv

Basic Materials
Q1 2019 Filed on May 10, 2019
57
$4.54 - $5.57 $259 - $317
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2019 Filed on May 10, 2019
449
N/A
AXP
American Express CO

Financial Services
Q1 2019 Filed on May 10, 2019
1,521
$93.43 - $113.55 $142K - $173K
ALL
Allstate Corp

Financial Services
Q1 2019 Filed on May 10, 2019
400
$80.3 - $95.06 $32.1K - $38K
ALJJ
Alj Regional Holdings Inc

Industrials
Q1 2019 Filed on May 10, 2019
3,000
$1.31 - $1.99 $3.93K - $5.97K
NFLX
Netflix Inc

Communication Services
Q1 2019 Filed on May 10, 2019
514
$267.66 - $377.87 $138K - $194K
SSO
Proshares Ultra S&P 500

ETFs
Q1 2019 Filed on May 10, 2019
1,177
N/A
ROP
Roper Technologies Inc

Industrials
Q1 2019 Filed on May 10, 2019
25
$258.8 - $341.97 $6.47K - $8.55K
ED
Consolidated Edison Inc

Utilities
Q1 2019 Filed on May 10, 2019
335
$74.45 - $85.68 $24.9K - $28.7K
VDE
Vanguard Energy ETF

ETFs
Q1 2019 Filed on May 10, 2019
10
N/A
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2019 Filed on May 10, 2019
164
$207.58 - $246.52 $34K - $40.4K
MDT
Medtronic PLC

Healthcare
Q1 2019 Filed on May 10, 2019
256
$82.45 - $93.79 $21.1K - $24K
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2019 Filed on May 10, 2019
228
$17.07 - $20.18 $3.89K - $4.6K
CRON
Cronos Group Inc.

Healthcare
Q1 2019 Filed on May 10, 2019
300
$11.31 - $23.7 $3.39K - $7.11K
Mallinckrodt PLC
Q1 2019 Filed on May 10, 2019
33
N/A
FISV
Fiserv Inc

Technology
Q1 2019 Filed on May 10, 2019
40
$70.11 - $88.28 $2.8K - $3.53K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2019 Filed on May 10, 2019
337
N/A
Glu Mobile Inc
Q1 2019 Filed on May 10, 2019
45,000
N/A
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q1 2019 Filed on May 10, 2019
99
$15.91 - $21.93 $1.58K - $2.17K
TREE
Lending Tree, Inc.

Financial Services
Q1 2019 Filed on May 10, 2019
10
$218.07 - $351.56 $2.18K - $3.52K
NRG
Nrg Energy, Inc.

Utilities
Q1 2019 Filed on May 10, 2019
14
$37.75 - $43.37 $529 - $607
WMT
Walmart Inc.

Consumer Defensive
Q1 2019 Filed on May 10, 2019
140
$92.86 - $102.2 $13K - $14.3K
CNP
Centerpoint Energy Inc

Utilities
Q1 2019 Filed on May 10, 2019
150
$28.0 - $31.4 $4.2K - $4.71K
C
Citigroup Inc

Financial Services
Q1 2019 Filed on May 10, 2019
412
$52.56 - $65.93 $21.7K - $27.2K
ABM
Abm Industries Inc

Industrials
Q1 2019 Filed on May 10, 2019
4,200
$30.95 - $36.98 $130K - $155K
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