Fusion-Family-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "GOOGL", "EMXC", "META", "IJH", null, null, null, "MA", "MSFT", "IJR", "IWF", null, "IEMG", "IVV", "AAPL", "SPY", "IEFA", null, "SPYG", null, "SPLG", "VO", "VV", null, "VWO", "VSS", "MLI", null, "VUG", "VEA", "MGV", "VB", "VOO", "VTV", "DVY", null, null, "SPYV", "BRK-B", "EFA", "QQQ", "MDY", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified33 identified11 unidentified
Holdings
44 positions • $1.1B total value
Manager:
Search and click to pin securities to the top
Page 3 of 3
Shares:500
Value:$266.7K
% of Portfolio:0.0% ($266.7K/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 500 | All Managers (Combined) | $266.7K | 0.0% ($266.7K/$1.1B) | |||
| 4.7K | All Managers (Combined) | $240.3K | 0.0% ($240.3K/$1.1B) | |||
| 972 | QoQ +0.10% (+1)YoY NEW(+972) | All Managers (Combined) | $238.4K | 0.0% ($238.4K/$1.1B) | YoY NEW(+$238.4K) | |
| 2.6K | QoQ 0.00% (-0)YoY NEW(+2.6K) | All Managers (Combined) | $209.7K | 0.0% ($209.7K/$1.1B) | YoY NEW(+$209.7K) |