Fusion Family Wealth, LLC Q1 2020 Filing
Filed May 6, 2020
Portfolio Value
$373.0M
Holdings
126
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (126 positions)
| Stock | Value |
|---|---|
HRBH & R BLOCK INC | $6K |
VTIVANGUARD TOTAL STK MKT | $5K |
IYMISHARES US BASIC MATERIAL SECTOR | $5K |
ACNACCENTURE PLC A | $5K |
DISWALT DISNEY CO | $5K |
XLREREAL ESTATE SELECT SECTOR SPDR TR | $4K |
IJTISHARES S&P SMALL-CAP 600 GROWTH | $4K |
DJPIPATH BLOOMBERG CMDTY TR ETN | $4K |
MDYGSPDR S&P 400 MID CAP GROWTH | $4K |
MDYVSPDR S&P 400 MID CAP VALUE | $3K |
SLBSCHLUMBERGER LIMITED COM USD0.01 | $3K |
—ISHARES IBONDS DEC 2021 TERM MUNI BOND | $3K |
BMY-RBRISTOL MYERS SQUIBB RTS | $3K |
KTBKONTOOR BRANDS INC | $3K |
KOCOCA COLA CO | $2K |
TXNTEXAS INSTRUMENTS INC | $2K |
APH1EURAPHRIA INC | $2K |
BONDPIMCO TRUST RETURN ACTIVE | $2K |
—ETFMG ALTERNATIVE HARVEST | $2K |
USOUNITED STS OIL FD LP UNITS | $1K |
NYCBEURNEW YORK COMMUNITY BANCORP | $1K |
IXCISHARES GLOBAL ENERGY | $1K |
DELLDELL TECHNOLOGIES INC | $1K |
HP5AEQUITY COMMONWEALTH COM SH BEN INT | $1K |
—COASTAL CARRIBEAN OIL & MINERALS LTD | $1K |
PRUPRUDENTIAL FINL INC | $1K |
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