The Analysis of Fusion Family Wealth, LLC's Holdings
Currently, Fusion Family Wealth, LLC holds 46 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in BSCS (+466.2K shares, valued at $9.6M), BSCQ (+381.2K shares, valued at $7.5M), RWL (+46.7K shares, valued at $5.3M); decreased their positions in VWO (-37.9K shares, valued at $2.0M), N/A (-1.8K shares, valued at $1.1M), VSS (-4.5K shares, valued at $643.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
RWL INVESCO EXCH TRADED FD TR II1.6M shares2.95%2025-12-312026-02-04
VEA VANGUARD TAX-MANAGED FDS1.9M shares1.56%2025-12-312026-02-04 VB VANGUARD INDEX FDS429.8K shares3.85%2025-12-312026-02-04 VWO VANGUARD INTL EQUITY INDEX F2.0M shares-1.82%2025-12-312026-02-04 IEMG ISHARES INC1.2M shares3.60%2025-12-312026-02-04 RWJ INVESCO EXCH TRADED FD TR II1.5M shares2.67%2025-12-312026-02-04 RWK INVESCO EXCH TRADED FD TR II537.5K shares3.50%2025-12-312026-02-04 IEFA ISHARES TR585.9K shares4.23%2025-12-312026-02-04 BSCS INVESCO EXCH TRD SLF IDX FD2.1M shares28.69%2025-12-312026-02-04 BSCQ INVESCO EXCH TRD SLF IDX FD2.2M shares21.10%2025-12-312026-02-04 QQQM INVESCO EXCH TRADED FD TR II152.4K shares1.54%2025-12-312026-02-04 IVV ISHARES TR36.9K shares-0.35%2025-12-312026-02-04 IJR ISHARES TR174.7K shares0.16%2025-12-312026-02-04 VV VANGUARD INDEX FDS43.3K shares-0.23%2025-12-312026-02-04 VSS VANGUARD INTL EQUITY INDEX F55.5K shares-7.48%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR9.6K shares-0.06%2025-12-312026-02-04 VO VANGUARD INDEX FDS11.2K shares3.81%2025-12-312026-02-04 EMXC ISHARES INC29.6K shares0.00%2025-12-312026-02-04 EFA ISHARES TR21.1K shares0.05%2025-12-312026-02-04 VUG VANGUARD INDEX FDS3.8K shares0.00%2025-12-312026-02-04 IJH ISHARES TR21.2K shares0.98%2025-12-312026-02-04 AAPL APPLE INC4.6K shares0.00%2025-12-312026-02-04 SPMD SPDR SERIES TRUST14.9K shares0.00%2025-12-312026-02-04 ALPHABET INC ALPHABET INC2.4K shares0.00%2025-12-312026-02-04 DVY ISHARES TR5.0K shares4.01%2025-12-312026-02-04 IDV ISHARES TR17.5K shares0.00%2025-12-312026-02-04 MLI MUELLER INDS INC5.0K shares0.00%2025-12-312026-02-04 MSFT MICROSOFT CORP1.0K shares0.00%2025-12-312026-02-04 IWF ISHARES TR997 shares0.00%2025-12-312026-02-04 META META PLATFORMS INC715 shares-13.33%2025-12-312026-02-04 MGV VANGUARD WORLD FD3.3K shares0.00%2025-12-312026-02-04 SUSA ISHARES TR2.9K shares0.00%2025-12-312026-02-04 VTV VANGUARD INDEX FDS2.0K shares0.00%2025-12-312026-02-04 APH AMPHENOL CORP NEW2.8K shares0.00%2025-12-312026-02-04 SPSM SPDR SERIES TRUST7.6K shares-3.91%2025-12-312026-02-04 MA MASTERCARD INCORPORATED602 shares0.00%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.975 shares0.10%2025-12-312026-02-04 SPYG SPDR SERIES TRUST2.6K shares0.00%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE893 shares0.00%2025-12-312026-02-04 SPYV SPDR SERIES TRUST4.7K shares0.00%2025-12-312026-02-04 SPYM SPDR SERIES TRUST3.0K shares-21.26%2025-12-312026-02-04 AMZN AMAZON COM INC942 shares0.00%2025-12-312026-02-04 TSLA TESLA INC453 shares0.00%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available