Fusion Family Wealth LLC Portfolio Holdings by Sector
Fusion Family Wealth LLC
- $1.08 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO RWL VWO VB VEA RWJ IEMG RWK 36 stocks |
$1.08 Million
99.68% of portfolio
|
  22  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,010
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$833
0.08% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$559
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$383
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
MLI 1 stocks |
$370
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$297
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|