Fusion Family Wealth LLC Portfolio Holdings by Sector
Fusion Family Wealth LLC
- $1.09 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO RWL VWO VB VEA RWJ IEMG RWK 36 stocks |
$1.09 Million
99.61% of portfolio
|
  16  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,158
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$948
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$551
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$434
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
MLI 1 stocks |
$396
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$316
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$232
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$206
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|