The Analysis of Fusion Family Wealth LLC's Holdings
Currently, Fusion Family Wealth LLC holds 47 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in VEA (+79.4K shares, valued at $4.8M), BSCP (+116.0K shares, valued at $2.4M), VB (+1.4K shares, valued at $346.3K); decreased their positions in VSS (-47.3K shares, valued at $67.4M), IEMG (-56.8K shares, valued at $3.7M), VOO (-4.0K shares, valued at $2.5M); initiated new positions in BSCP (+116.0K shares, valued at $2.4M), TSLA (+453 shares, valued at $201.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS373.7K shares-1.06%2025-09-302025-11-06
RWL INVESCO EXCH TRADED FD TR II1.6M shares0.13%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS1.9M shares4.33%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F2.1M shares-0.01%2025-09-302025-11-06 VB VANGUARD INDEX FDS413.8K shares0.33%2025-09-302025-11-06 VSS VANGUARD INTL EQUITY INDEX F60.0K shares-44.09%2025-09-302025-11-06 IEMG ISHARES INC1.1M shares-4.86%2025-09-302025-11-06 RWJ INVESCO EXCH TRADED FD TR II1.4M shares-0.35%2025-09-302025-11-06 RWK INVESCO EXCH TRADED FD TR II519.4K shares-0.53%2025-09-302025-11-06 QQQ INVESCO QQQ TR101.4K shares-2.42%2025-09-302025-11-06 IEFA ISHARES TR562.1K shares0.60%2025-09-302025-11-06 QQQM INVESCO EXCH TRADED FD TR II150.1K shares-0.90%2025-09-302025-11-06 BSCQ INVESCO EXCH TRD SLF IDX FD1.8M shares0.44%2025-09-302025-11-06 BSCS INVESCO EXCH TRD SLF IDX FD1.6M shares-0.17%2025-09-302025-11-06 IVV ISHARES TR37.0K shares-0.37%2025-09-302025-11-06 IJR ISHARES TR174.5K shares-2.66%2025-09-302025-11-06 VV VANGUARD INDEX FDS43.4K shares-0.98%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR9.6K shares2.10%2025-09-302025-11-06 VO VANGUARD INDEX FDS10.8K shares-0.27%2025-09-302025-11-06 BSCP INVESCO EXCH TRD SLF IDX FD116.0K sharesnew addition2025-09-302025-11-06 EMXC ISHARES INC29.6K shares0.53%2025-09-302025-11-06 EFA ISHARES TR21.1K shares1.16%2025-09-302025-11-06 VUG VANGUARD INDEX FDS3.8K shares-0.13%2025-09-302025-11-06 IJH ISHARES TR21.0K shares-0.03%2025-09-302025-11-06 AAPL APPLE INC4.6K shares0.00%2025-09-302025-11-06 SPMD SPDR SERIES TRUST14.9K shares0.00%2025-09-302025-11-06 DVY ISHARES TR4.8K shares2.50%2025-09-302025-11-06 IDV ISHARES TR17.5K shares0.00%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2025-09-302025-11-06 META META PLATFORMS INC825 shares0.12%2025-09-302025-11-06 GOOGL ALPHABET INC2.4K shares0.00%2025-09-302025-11-06 MSFT MICROSOFT CORP1.0K shares0.00%2025-09-302025-11-06 MLI MUELLER INDS INC5.0K shares0.00%2025-09-302025-11-06 IWF ISHARES TR997 shares0.00%2025-09-302025-11-06 MGV VANGUARD WORLD FD3.3K shares0.00%2025-09-302025-11-06 SUSA ISHARES TR2.9K shares0.00%2025-09-302025-11-06 VTV VANGUARD INDEX FDS2.0K shares0.05%2025-09-302025-11-06 SPSM SPDR SERIES TRUST7.9K shares-0.43%2025-09-302025-11-06 MA MASTERCARD INCORPORATED602 shares0.00%2025-09-302025-11-06 APH AMPHENOL CORP NEW2.8K shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.974 shares0.10%2025-09-302025-11-06 SPYM SPDR SERIES TRUST3.9K shares-6.64%2025-09-302025-11-06 SPYG SPDR SERIES TRUST2.6K shares0.00%2025-09-302025-11-06 GE GE AEROSPACE893 shares0.00%2025-09-302025-11-06 SPYV SPDR SERIES TRUST4.7K shares0.00%2025-09-302025-11-06 AMZN AMAZON COM INC942 shares0.00%2025-09-302025-11-06 TSLA TESLA INC453 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available