FF

Fusion Family Wealth LLC

13F
Fusion Family Wealth LLC
Last update 2024-10-17 43 Stocks (0 new)
Value $1.09 Bil Turnover 4 %
Countries:
Top Holdings: VOO(17.03%)RWL(12.78%)VWO(9.75%)VB(8.25%)VEA(8.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Fusion Family Wealth LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
350,596
184998.770
+3.70%
17.030
+0.61%
0.040
+11.55%
+21.36%
493529.541
 
RWL 		Invesco S&P 500 Revenue ETF
1,415,712
138838.840
+4.09%
12.780
+0.50%
3.570
+8.63%
+15.02%
3944.069
 
VWO 		Vanguard FTSE Emerging Markets ETF
2,213,570
105919.340
+5.54%
9.750
+0.51%
0.140
+13.15%
+15.35%
79711.430
 
VB 		Vanguard Small Cap ETF
377,752
89606.630
+5.69%
8.250
+0.44%
0.150
+12.14%
+12.90%
59967.783
 
VEA 		Vanguard FTSE Developed Markets ETF
1,694,164
89468.820
+3.99%
8.240
+0.32%
0.060
+6.74%
+6.08%
139217.980
 
IEMG 		iShares Core MSCI Emerging Markets ETF
1,106,619
63530.980
+2.84%
5.850
+0.16%
0.070
+11.73%
+12.04%
83741.405
 
RWJ 		Invesco S&P SmallCap 600 Revenue ETF
1,330,696
60826.100
+5.00%
5.600
+0.27%
3.650
+11.50%
+9.97%
1676.608
 
RWK 		Invesco S&P MidCap 400 Revenue ETF
483,221
56208.220
+4.76%
5.180
+0.24%
6.440
+9.38%
+11.57%
883.523
 
QQQ 		INVESCO QQQ Trust
98,422
48036.830
+0.11%
4.420
+0.01%
0.020
+13.06%
+20.19%
297491.724
 
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
337,781
42546.840
+6.10%
3.920
+0.23%
0.480
+7.35%
+5.45%
8784.733
 

Fusion Family Wealth LLC's Historical Top Holdings Breakdowns

Fusion Family Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.61%
●
496.64 ($516.09) 527.7
$530.10
2.71%
Add 3.7%
350,596
12,507
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Add
+0.51%
●
41.9 ($44.52) 48.26
$47.41
6.49%
Add 5.54%
2,213,570
116,184
RWL 		Invesco S&P 500 Revenue ETF2024-09-30Add
+0.50%
●
90.36 ($95.02) 98.07
$98.16
3.30%
Add 4.09%
1,415,712
55,620
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.44%
●
214.77 ($227.22) 237.72
$240.84
5.99%
Add 5.69%
377,752
20,344
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.32%
●
47.6 ($50.85) 53.31
$50.81
-0.08%
Add 3.99%
1,694,164
64,939
RWJ 		Invesco S&P SmallCap 600 Revenue ETF2024-09-30Add
+0.27%
●
39.15 ($43.21) 46.02
$45.56
5.44%
Add 5%
1,330,696
63,324
RWK 		Invesco S&P MidCap 400 Revenue ETF2024-09-30Add
+0.24%
●
107.13 ($112.46) 116.56
$116.82
3.88%
Add 4.76%
483,221
21,963
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF2024-09-30Add
+0.23%
●
112.99 ($120.55) 126.45
$121.30
0.62%
Add 6.1%
337,781
19,421
QQQM 		Invesco NASDAQ 100 ETF2024-09-30Add
+0.19%
●
178.94 ($194.76) 207
$202.58
4.02%
Add 7.47%
147,801
10,273
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Add
+0.16%
●
50.72 ($54.13) 58.37
$56.67
4.69%
Add 2.84%
1,106,619
30,521

Fusion Family Wealth LLC Total Holding History ($B)

To

Fusion Family Wealth LLC's Asset Allocation

To

Fusion Family Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fusion Family Wealth LLC's Hypothetical Growth since 2024-09-30

Fusion Family Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fusion Family Wealth LLC's Holdings Heat Map

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Fusion Family Wealth LLC's Holdings Bubble Chart

Fusion Family Wealth LLC News

  • 1

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