Fusion Family Wealth LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$1.09B
Signature - Title
Brett Stanton - Chief Compliance Officer
Location
Woodbury, NY
Summary
This page shows a list of all the recent 13F filings made by Fusion Family Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fusion Family Wealth LLC reported 45 stock holdings with total value $1.09B as of Q4 2024. Top holdings included VOO, RWL, VWO, VB, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 45 $1.09B +$59.8M -$33.6M +$26.2M VOO, RWL, VWO, VB, VEA 13F-HR 1/27/2025, 09:52 AM
Q3 2024 43 $1.09B +$40.2M -$108K +$40.1M VOO, RWL, VWO, VB, VEA 13F-HR 10/17/2024, 04:44 PM
Q2 2024 43 $982M +$13.2M -$2.46M +$10.7M VOO, RWL, VWO, VEA, VB 13F-HR 7/31/2024, 04:46 PM
Q1 2024 42 $965M +$40.4M -$17M +$23.4M VOO, RWL, VWO, VB, VEA 13F-HR 5/10/2024, 09:55 AM
Q4 2023 42 $887M +$30.7M -$29.6M +$1.05M VOO, RWL, VWO, VEA, VB 13F-HR 1/29/2024, 08:52 AM
Q3 2023 42 $808M +$37.3M -$2.65M +$34.6M VOO, RWL, VWO, VB, VEA 13F-HR 10/24/2023, 10:15 AM
Q2 2023 45 $832M +$20.5M -$2.01M +$18.5M VOO, RWL, VWO, VB, VEA 13F-HR 7/20/2023, 03:44 PM
Q1 2023 39 $778M +$9.25M -$3.05M +$6.2M VOO, RWL, VWO, VB, VEA 13F-HR 4/20/2023, 01:38 PM
Q4 2022 37 $730M VOO, RWL, VWO, VB, VEA 13F-HR 1/24/2023, 03:49 PM
Q3 2022 11 $190M RWL, BSCO, BSCM, RWK, SPMD 13F-HR 10/19/2022, 12:26 PM
Q2 2022 35 $698M +$111M -$19.8M +$91.6M VOO, VWO, RWL, VEA, VB 13F-HR 7/11/2022, 05:29 PM
Q1 2022 35 $741M +$114M -$13.5M +$100M VOO, RWL, VWO, VEA, VB 13F-HR 4/28/2022, 10:05 AM
Q4 2021 36 $672M +$3.41M -$30.7M -$27.3M VOO, RWL, VEA, VB, QQQ 13F-HR 1/20/2022, 12:21 PM
Q3 2021 37 $665M +$21.7M -$13M +$8.74M VOO, VEA, RWL, VB, VWO 13F-HR 10/14/2021, 08:28 AM
Q2 2021 36 $668M +$4.25M -$17.1M -$12.8M VOO, VEA, RWL, VB, VWO 13F-HR 7/30/2021, 08:37 AM
Q1 2021 103 $646M +$36.5M -$1.09M +$35.4M VOO, VEA, RWL, VB, VWO 13F-HR 4/29/2021, 03:59 PM
Q4 2020 93 $566M +$5.45M -$6.37M -$919K VOO, VEA, RWL, VB, VWO 13F-HR 2/8/2021, 04:40 PM
Q3 2020 101 $495M +$50.6M -$4.86M +$45.7M VOO, VEA, RWL, BSCO, BSCM 13F-HR 11/6/2020, 08:10 PM
Q2 2020 107 $424M +$58.7M -$72.9M -$14.1M VOO, VEA, RWL, BSCM, BSCO 13F-HR 8/12/2020, 09:51 PM
Q1 2020 123 $373M +$33.7M -$6.98M +$26.8M VOO, VEA, RWL, QQQ, VWO 13F-HR 5/6/2020, 02:59 PM
Q4 2019 128 $434M +$34.5M -$1.75M +$32.7M VOO, VEA, RWL, QQQ, VWO 13F-HR 1/29/2020, 04:19 PM
Q3 2019 131 $377M +$13.8M -$9.57M +$4.26M VOO, VEA, RWL, VWO, ECON 13F-HR 10/31/2019, 12:45 PM
Q2 2019 143 $402M +$101M -$1.55M +$99.9M VOO, VEA, RWL, VWO, QQQ 13F-HR 8/6/2019, 01:12 PM
Q1 2019 139 $362M +$18.2M -$19.2M -$954K VOO, VEA, RWLXXXX, VWO, QQQ 13F-HR 5/10/2019, 05:26 PM
Q4 2018 230 $340M +$39M -$6.56M +$32.4M VOO, VEA, RWLXXXX, VWO, QQQ 13F-HR 1/18/2019, 02:17 PM
Q3 2018 248 $373M +$26.9M -$553M -$527M VEA, VOO, RWLXXXX, VWO, VSS 13F-HR 11/7/2018, 02:04 PM
Q2 2018 262 $354M +$94.4M -$6.5M +$87.9M VEA, VOO, RWLXXXX, VSS, VWO 13F-HR 8/3/2018, 10:31 AM
Q1 2018 249 $297M +$19.1M -$9.45M +$9.64M VEA, VOO, RWLXXXX, QQQXXXX, VSS 13F-HR 5/2/2018, 04:28 PM
Q4 2017 262 $332M +$41.6M -$10.5M +$31.2M VEA, VOO, RWLXXXX, QQQXXXX, VSS 13F-HR 2/6/2018, 03:58 PM
Q3 2017 209 $295M +$18.3M -$15.7M +$2.63M VEA, VOO, RWLXXXX, QQQXXXX, VSS 13F-HR 10/30/2017, 04:38 PM
Q2 2017 255 $292M +$23.3M -$4.53M +$18.8M VEA, VOO, RWLXXXX, QQQXXXX, VSS 13F-HR 8/7/2017, 11:56 AM
Q1 2017 287 $267M +$111M -$9.38M +$102M VEA, VOO, RWLXXXX, QQQXXXX, VV 13F-HR 5/8/2017, 12:22 PM
Q4 2016 348 $169M RWLXXXX, QQQXXXX, VWO, BSCKXXXX, ECON 13F-HR 2/8/2017, 05:19 PM