All Stocks Held By Fusion Family Wealth LLC

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Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
DVY	+4,502	+$528
MLI	+5,000	+$236
META	+641	+$227
SPYV	+4,706	+$219
JPM	+1,250	+$213

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SPYD	-11,671	-$409
JEPI	-6,848	-$367
DTH	-7,449	-$270
DEM	-5,539	-$208
SPAB	-8,500	-$207

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IEMG	+165,329	+$11,003
IJR	+87,564	+$10,426
IEFA	+54,141	+$6,389
QQQM	+35,903	+$6,647
VEA	+7,556	+$6,683
RWJ	+7,280	+$6,328
IVV	+1,885	+$2,146
VV	+25	+$1,037
EFA	+2	+$133
BSJP	UNCH	+$32

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VWO	-159,853	-$2,799
VB	-37,488	+$1,190
VSS	-27,590	-$495
QQQ	-19,404	+$8
BSCO	-16,638	-$29
RWK	-6,034	+$4,491
BSCQ	-5,330	+$755
VOO	-3,006	+$13,543
RWL	-204	+$9,557

Fusion Family Wealth LLC Info

Size ($ in 1000's)
At 12/31/2023: $887,149
At 09/30/2023: $808,647

Fusion Family Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fusion Family Wealth LLC 13F filings. Link to 13F filings: SEC filings

As of 12/31/2023, we find all stocks held by Fusion Family Wealth LLC to be as follows, presented in the table below with each row detailing each Fusion Family Wealth LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Fusion Family Wealth LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Fusion Family Wealth LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
VANGUARD INDEX FDS (VOO)	333,874	-3,006	$145,836
VOO	333,874	-3,006	$145,836
INVESCO EXCH TRADED FD TR II (RWL)	1,329,564	-204	$113,465
RWL	1,329,564	-204	$113,465
VANGUARD INTL EQUITY INDEX F (VWO)	1,835,624	-159,853	$75,444
VWO	1,835,624	-159,853	$75,444
VANGUARD TAX MANAGED FDS (VEA)	1,519,818	+7,556	$72,799
VEA	1,519,818	+7,556	$72,799
VANGUARD INDEX FDS (VB)	341,199	-37,488	$72,788
VB	341,199	-37,488	$72,788
INVESCO QQQ TR	135,808	-19,404	$55,616
QQQ	135,808	-19,404	$55,616
ISHARES INC (IEMG)	1,048,702	+165,329	$53,043
IEMG	1,048,702	+165,329	$53,043
INVESCO EXCH TRADED FD TR II (RWJ)	1,210,235	+7,280	$50,140
RWJ	1,210,235	+7,280	$50,140
INVESCO EXCH TRADED FD TR II (RWK)	451,546	-6,034	$47,426
RWK	451,546	-6,034	$47,426
ISHARES TR (IEFA)	481,112	+54,141	$33,865
IEFA	481,112	+54,141	$33,865
INVESCO EXCH TRD SLF IDX FD	1,661,154	-5,330	$32,060
BSCQ	1,661,154	-5,330	$32,060
VANGUARD INTL EQUITY INDEX F (VSS)	275,726	-27,590	$31,717
VSS	275,726	-27,590	$31,717
INVESCO EXCH TRD SLF IDX FD	1,464,474	-16,638	$30,586
BSCO	1,464,474	-16,638	$30,586
ISHARES TR (IJR)	155,572	+87,564	$16,841
IJR	155,572	+87,564	$16,841
ISHARES TR (IVV)	27,720	+1,885	$13,240
IVV	27,720	+1,885	$13,240
INVESCO EXCH TRADED FD TR II (QQQM)	64,108	+35,903	$10,805
QQQM	64,108	+35,903	$10,805
VANGUARD INDEX FDS (VV)	45,965	+25	$10,027
VV	45,965	+25	$10,027
SPDR S&P 500 ETF TR (SPY)	10,014	-26	$4,760
SPY	10,014	-26	$4,760
INVESCO EXCH TRD SLF IDX FD	127,094	UNCH	$2,889
BSJP	127,094	UNCH	$2,889
VANGUARD INDEX FDS (VO)	11,055	-87	$2,572
VO	11,055	-87	$2,572
ISHARES INC (EMXC)	29,419	UNCH	$1,630
EMXC	29,419	UNCH	$1,630
ISHARES TR (EFA)	20,721	+2	$1,561
EFA	20,721	+2	$1,561
VANGUARD INDEX FDS (VUG)	3,854	UNCH	$1,198
VUG	3,854	UNCH	$1,198
APPLE INC	4,022	UNCH	$774
AAPL	4,022	UNCH	$774
SPDR SER TR (SPMD)	14,891	UNCH	$725
SPMD	14,891	UNCH	$725
ISHARES TR (IJH)	2,033	-189	$563
IJH	2,033	-189	$563
ISHARES TR (DVY)	4,502	+4,502	$528
DVY	4,502	+4,502	$528
BERKSHIRE HATHAWAY INC DEL			$434
BRK.B	1,216	UNCH	$434
VANGUARD WORLD FD (MGV)	3,290	UNCH	$360
MGV	3,290	UNCH	$360
VANGUARD INDEX FDS (VTV)	2,276	UNCH	$340
VTV	2,276	UNCH	$340
ALPHABET INC	2,360	UNCH	$330
GOOGL	2,360	UNCH	$330
SPDR SER TR (SPSM)	7,806	UNCH	$329
SPSM	7,806	UNCH	$329
ISHARES TR (SUSA)	3,111	UNCH	$313
SUSA	3,111	UNCH	$313
ISHARES TR (IWF)	882	UNCH	$267
IWF	882	UNCH	$267
MASTERCARD INCORPORATED	602	UNCH	$257
MA	602	UNCH	$257
SPDR S&P MIDCAP 400 ETF TR (MDY)	500	UNCH	$254
MDY	500	UNCH	$254
MICROSOFT CORP	657	UNCH	$247
MSFT	657	UNCH	$247
MUELLER INDS INC	5,000	+5,000	$236
MLI	5,000	+5,000	$236
META PLATFORMS INC	641	+641	$227
META	641	+641	$227
SPDR SER TR (SPLG)	4,022	UNCH	$225
SPLG	4,022	UNCH	$225
SPDR SER TR (SPYV)	4,706	+4,706	$219
SPYV	4,706	+4,706	$219
JPMORGAN CHASE & CO	1,250	+1,250	$213
JPM	1,250	+1,250	$213
WISDOMTREE TR			$0 (exited)
DEM	0	-5,539	$0
WISDOMTREE TR			$0 (exited)
DTH	0	-7,449	$0
J P MORGAN EXCHANGE TRADED F			$0 (exited)
JEPI	0	-6,848	$0
SPDR SER TR			$0 (exited)
SPAB	0	-8,500	$0
SPDR SER TR	0	-11,671	$0 (exited)
SPYD	0	-11,671	$0

See Summary: Fusion Family Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Fusion Family Wealth LLC

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