Fusion Family Wealth LLC Portfolio Holdings by Sector
Fusion Family Wealth LLC
- $1.09 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO RWL VWO VEA VB IEMG RWJ RWK 36 stocks |
$1.08 Million
99.65% of portfolio
|
  20  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,027
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$851
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$647
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$387
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
MLI 1 stocks |
$380
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$329
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$238
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|