Fusion Family Wealth, LLC Q3 2019 Filing
Filed October 31, 2019
Portfolio Value
$377.0B
Holdings
143
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (143 positions)
| Stock | Value |
|---|---|
IJSISHARES S&P SMALL-CAP 600 VALUE | $11.0M |
SPEMSPDR S&P EMERGING MARKETS | $11.0M |
ESEVERSOURCE ENERGY COM | $11.0M |
VNQVANGUARD REIT | $10.0M |
IVWISHARES S&P 500 GROWTH | $9.0M |
SPSMSPDR RUSSELL 2000 | $8.0M |
VYMVANGUARD HIGH DIVIDEND YIELD SHS | $8.0M |
ABBVABBVIE INC | $8.0M |
SLBSCHLUMBERGER LIMITED COM USD0.01 | $7.0M |
TSLATESLA MOTORS INC | $7.0M |
AMLPUSDALPS TR ALERIAN MLP | $7.0M |
DISWALT DISNEY CO | $6.0M |
ACNACCENTURE PLC A | $6.0M |
IJTISHARES S&P SMALL-CAP 600 GROWTH | $5.0M |
DJPIPATH BLOOMBERG CMDTY TR ETN | $5.0M |
VTIVANGUARD TOTAL STK MKT | $5.0M |
XLRESELECT SECTOR SPDR TR RL EST SEL SEC | $5.0M |
KTBKONTOOR BRANDS INC | $5.0M |
MDYVSPDR S&P 400 MID CAP VALUE | $4.0M |
MDYGSPDR S&P 400 MID CAP GROWTH | $4.0M |
APH1EURAPHRIA INC | $4.0M |
—MG ALTERNATIVE HARVEST | $3.0M |
KOCOCA COLA CO | $3.0M |
ARIAPOLLO COML REAL ESTATE FIN INC COM | $2.0M |
BONDPIMCO TRUST RETURN ACTIVE EXCH-TRADED FUND | $2.0M |
GOOGALPHABET INC CAP STK CL C | $2.0M |
GOOGLALPHABET INC CAP STK CL A | $2.0M |
HP5AEQUITY COMMONWEALTH COM SH BEN INT | $2.0M |
PRUPRUDENTIAL FINL INC | $2.0M |
IXCISHARES GLOBAL ENERGY | $2.0M |
XOPUSDSPDR SER TR S&P OIL & GAS EXPL & PRODTN | $1.0M |
FCGFIRST TR EXCHANGE TRADED FUND TR NATURAL GAS | $1.0M |
WYWEYERHAEUSER CO COM | $1.0M |
DELLDELL TECHNOLOGIES INC | $1.0M |
PMTPENNYMAC MORTGAGE INVESTMENT | $1.0M |
USOUNITED STS OIL FD LP UNITS | $1.0M |
ARRUSDARMOUR RESIDENTIAL REIT INC COM NEW | $1.0M |
NYCBEURNEW YORK COMMUNITY BANCORP | $1.0M |
GEGENERAL ELECTRIC CO | $1.0M |
—COASTAL CARRIBEAN OIL & MINERALS LTD | $1.0M |
—SPDR SER TR S&P OIL & GAS EQUIP | $1.0M |
—VANECK VECTORS TR UNCVTL OIL GAS | $1.0M |
IEZISHARES US OIL EQ&SV | $1.0M |
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