| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | 19 | Q2 2024 | 9.9% |
| APPLE INC | 19 | Q2 2024 | 10.4% |
| ISHARES S&P 500 INDEX | 19 | Q2 2024 | 6.8% |
| VANGUARD RUSSELL 2000 ETF | 19 | Q2 2024 | 4.8% |
| HOME DEPOT | 19 | Q2 2024 | 3.5% |
| LILLY ELI & CO COM | 19 | Q2 2024 | 5.4% |
| UNITED PARCEL SERVICE INC | 19 | Q2 2024 | 3.4% |
| EXXON MOBIL CORP COM | 19 | Q2 2024 | 4.5% |
| AMGEN INC | 19 | Q2 2024 | 3.4% |
| MICROSOFT | 19 | Q2 2024 | 4.3% |
View Fusion Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-13 |
View Fusion Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.