Fusion-Family-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-28
Total Holdings
44
Total Value
1087572448
Accession Number
0001951757-25-000468
Form Type
13F-HR
Manager Name
Fusion-Family-Wealth
Data Enrichment
75% identified
33 identified11 unidentified

Holdings

44 positions
Manager:
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464287465
Shares:20.9K
Value:$1.7M
46434G764
Shares:29.5K
Value:$1.6M
922908736
Shares:4.2K
Value:$1.6M
Apple Inc.
Shares:4.6K
Value:$1.0M
78464A847
Shares:14.9K
Value:$762.1K
464287507
Shares:11.7K
Value:$680.1K
BERKSHIRE HATHAWAY INC
Shares:1.2K
Value:$647.6K
464287168
Shares:4.7K
Value:$626.5K
464288448
Shares:17.5K
Value:$542.8K
Meta Platforms, Inc.
Shares:824
Value:$475.2K
922908744
Shares:2.5K
Value:$437.7K
921910840
Shares:3.3K
Value:$423.9K
MICROSOFT CORP
Shares:1.0K
Value:$387.0K
MUELLER INDUSTRIES INC
Shares:5.0K
Value:$380.7K
Alphabet Inc.
Shares:2.4K
Value:$377.8K
464287614
Shares:997
Value:$360.0K
464288802
Shares:2.9K
Value:$331.3K
Mastercard Inc
Shares:602
Value:$330.0K
78468R853
Shares:7.9K
Value:$322.5K
78464A854
Shares:4.1K
Value:$272.4K