Fusion Family Wealth LLC Portfolio Holdings by Sector
Fusion Family Wealth LLC
- $1.18 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO RWL VEA VWO VB IEMG RWJ RWK 36 stocks |
$1.17 Million
99.59% of portfolio
|
  12  
|
  12  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$1,038
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$949
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$590
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$512
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
MLI 1 stocks |
$397
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$338
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$282
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$273
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$229
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
|