IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fusion Family Wealth, LLC

Q2 2019 Holdings

Filed 2019-08-06 | 154 holdings | $994.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
New York Community Bancorp(NYCBEUR)Common Stock649445103$191,8780.0%
Ishares Morningstar Large-Cap Growth(ILCG)ETF464287119$201030.0%
Invesco Preferred(PGX)ETF46138E511$231,5400.0%
Phillips 66(PSX)Common Stock718546104$232500.0%
Vanguard Total Intl Stock Index FD SHS(VXUS)ETF921909768$244500.0%
Vangurad Financials(VFH)ETF92204A405$263820.0%
Ishares TR U.S. Pharma(IHE)ETF464288836$261700.0%
Spdr Portfolio Large Cap(SPYM)ETF78464A854$277910.0%
Ishares Core S&P US Growth(IUSG)ETF464287671$274300.0%
Southwest Gas Holdings Inc(SWX)Common Stock844895102$273000.0%
General Electric CoCommon Stock369604103$282,6540.0%
Sector Spdr TR SHS BEN INT Financial(XLF)ETF81369Y605$281,0000.0%
Wisdomtree TR Intl Smallcap Divid FD(DLS)ETF97717W760$294500.0%
Ishares TR Ibonds Dec2023ETF46435G318$321,2290.0%
Ishares S&P 500 Value(IVE)ETF464287408$342900.0%
Vanguard High Dividend Yield SHS(VYM)ETF921946406$374200.0%
Pepsico Inc(PEP)Common Stock713448108$372830.0%
Ishares Russell 1000 Value(IWD)ETF464287598$383010.0%
Vanguard Intl Equity Index FDS Ftse PAC(VPL)ETF922042866$385800.0%
Oracle Corp COM(ORCL)Common Stock68389X105$407000.0%
Dunkin' Brands Group Inc(DNKN)Common Stock265504100$405000.0%
Kraneshares Emerging Markets(KEMQ)ETF500767876$401,7890.0%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$413750.0%
Merck & Co Inc New COM(MRK)Common Stock58933Y105$414860.0%
Church & Dwight Inc(CHD)Common Stock171340102$446000.0%
Spdr Gold TR Gold SHS(GLD)ETF78463V107$473510.0%
Ishares DJ U.S. Basic Material Sector(IYM)ETF464287838$485050.0%
Ishares Russell 2000(IWM)ETF464287655$483100.0%
Vanguard Intl Equity Index FDS Ftse Europe(VGK)ETF922042874$549750.0%
Ishares Select Dividend(DVY)ETF464287168$555500.0%
Bristol Myers Squibb(BMY)Common Stock110122108$581,2750.0%
Ishares TR US Home Cons(ITB)ETF464288752$591,5450.0%
Ishares Ibonds DEC 2021 Term Muni BondETF46435G789$592,3030.0%
Activision Blizzard Inc COM(ATVIEUR)Common Stock00507V109$601,2740.0%
Ishares Russell 1000(IWB)ETF464287622$684150.0%
Mettler-Toledo Intl(MTD)Common Stock592688105$74880.0%
Sector Spdr TR SHS BEN INT Energy(XLE)ETF81369Y506$801,2500.0%
The Home Depot Inc COM(HD)Common Stock437076102$844050.0%
VF Corp(VFC)Common Stock918204108$869820.0%
Wisdomtree TR Emerging Mkts High Divid FD(DEM)ETF97717W315$942,1030.0%
Verizon Communications(VZ)Common Stock92343V104$971,7010.0%
Ishares Global Energy(IXC)ETF464287341$972,9840.0%
Pfizer Inc(PFE)Common Stock717081103$1042,4090.0%
Invesco Bulletshares 2025 Corp BD(BSCP)ETF46138J825$1095,1340.0%
Ishares Russell 1000 Growth(IWF)ETF464287614$1107020.0%
First TR DOW Jones Select Microcap Index FD COM(FDM)ETF33718M105$1102,4260.0%
Ishares TR RUS Mid-Cap(IWR)ETF464287499$1152,0670.0%
Chevron Corp New COM(CVX)Common Stock166764100$1169360.0%
Celgene Corp(CELG)Common Stock151020104$1311,4170.0%
Amphenol Corp(APH)Common Stock032095101$1331,3830.0%
PreviousPage 2 of 4Next