MondegarAI
Fusion Capital, LLC

Q2 2024 · 13F-HR

Fusion Capital, LLCholdings as filed

Filed 2024-08-06 · accession 0001104659-24-086181

$219.2M
Reported value
73
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$17.9M8.18%85,106CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$17.8M8.12%97,517CommonNONE
464287200IVVISHARES S&P 500 INDEX$12.5M5.72%22,911CommonNONE
512807108LRCXEURLAM RESEARCH CORP COM$9.8M4.46%9,182CommonNONE
922908736VUGVANGUARD GROWTH ETF$9.4M4.30%25,202CommonNONE
594918104MSFTMICROSOFT$9.4M4.27%20,940CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$8.1M3.70%40,134CommonNONE
30231G102XOMEXXON MOBIL CORP COM$7.8M3.57%68,007CommonNONE
149123101CATCATERPILLAR INC COM$7.8M3.54%23,271CommonNONE
92206C664VTWOVANGUARD RUSSELL 2000 ETF$7.5M3.42%91,390CommonNONE
031162100AMGNAMGEN INC$7.2M3.27%22,937CommonNONE
060505104BACBANK AMERICA CORP COM$7.1M3.24%178,870CommonNONE
437076102HDHOME DEPOT$6.6M3.03%19,308CommonNONE
80105N105SNYSANOFI SA$6.5M2.97%134,257CommonNONE
91913Y100VLOVALERO ENERGY CORP COM$6.1M2.80%39,123CommonNONE
088606108BHPBHP GROUP LTD SPONSORED ADS$6.0M2.74%105,406CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF$5.7M2.60%99,492CommonNONE
17275R102CSCOCISCO SYS INC$5.3M2.42%111,900CommonNONE
478160104JNJJOHNSON & JOHNSON COM$5.3M2.41%36,078CommonNONE
N53745100LYBLYONDELLBASELL$5.2M2.36%54,131CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$5.1M2.31%37,058CommonNONE
46138E362SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF$5.0M2.29%113,088CommonNONE
922908538VOTVANGUARD MID CAP GROWTH ETF$4.3M1.97%18,832CommonNONE
023135106AMZNAMAZON.COM INC$3.0M1.39%15,759CommonNONE
747525103QCOMQUALCOMM INC COM$2.9M1.34%14,776CommonNONE
67066G104NVDANVIDIA CORP$1.9M0.88%15,628CommonNONE
92189F486FLTRVANECK IG FLOATING RATE ETF$1.9M0.85%73,312CommonNONE
46434V878ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF$1.6M0.73%31,704CommonNONE
02079K305GOOGLGOOGLE INC$1.5M0.69%8,334CommonNONE
75513E101RTXRTX CORPORATION COM$1.5M0.69%14,972CommonNONE
532457108LLYELI LILLY & CO COM$1.3M0.58%1,404CommonNONE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$1.2M0.56%12,104CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$1.0M0.47%1,218CommonNONE
30303M102METAMETA PLATFORMS INC CL A$952,6510.43%1,889CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$750,2220.34%9,648CommonNONE
172967424CCITIGROUP INC$726,7010.33%11,451CommonNONE
097023105BABOEING CO COM$675,1000.31%3,709CommonNONE
166764100CVXCHEVRON CORP NEW COM$670,4370.31%4,286CommonNONE
548661107LOWLOWES COS INC COM$658,1140.30%2,985CommonNONE
808513105SCHWCHARLES SCHWAB CORP$641,1930.29%8,701CommonNONE
931142103WMTWALMART INC COM$612,0090.28%9,039CommonNONE
00287Y109ABBVABBVIE INC COM$571,7430.26%3,333CommonNONE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR$517,3020.24%2,287CommonNONE
14149Y108CAHCARDINAL HEALTH INC COM$515,6310.24%5,244CommonNONE
464288760ITAISHARES U.S. AEROSPACE & DEFENSE ETF$514,0640.23%3,893CommonNONE
64110L106NFLXNETFLIX COM INC$502,1110.23%744CommonNONE
48251W104KKRKKR & CO LP$496,3400.23%4,716CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$483,2760.22%2,942CommonNONE
922908595VBKVANGUARD SMALL-CAP GROWTH ETF$483,2210.22%1,932CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD$475,8820.22%4,012CommonNONE
00206R102TAT&T INC COM$463,4520.21%24,252CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$460,8620.21%4,980CommonNONE
33733E302FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD$427,7100.20%2,087CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF$417,6050.19%5,212CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$406,0160.19%2,327CommonNONE
78464A805SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$404,7850.18%6,101CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$399,4780.18%982CommonNONE
922908769VTIVANGUARD TOTAL STK MKT$390,8040.18%1,461CommonNONE
902973304USBUS BANCORP DEL COM NEW$383,6910.18%9,665CommonNONE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$378,4510.17%9,206CommonNONE
92826C839VVISA INC$357,1720.16%1,361CommonNONE
808524201SCHXSCHWAB STRATEGIC TR US LRG CAP ETF$324,2920.15%5,047CommonNONE
369604301GEGE AEROSPACE COM NEW$315,2950.14%1,983CommonNONE
46090E103QQQPOWERSHARES QQQ TR$307,3520.14%642CommonNONE
842587107SOSOUTHERN CO COM$299,8520.14%3,866CommonNONE
254687106DISDISNEY WALT CO COM$277,1460.13%2,791CommonNONE
742718109PGPROCTER AND GAMBLE CO COM$261,8430.12%1,588CommonNONE
97717W307DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND$222,7610.10%3,062CommonNONE
02079K107GOOGALPHABET INC CAP STK CL C$218,5120.10%1,191CommonNONE
126408103CSXCSX CORP$214,6480.10%6,417CommonNONE
90353T100UBERUBER TECHNOLOGIES INC COM$213,3880.10%2,936CommonNONE
92343V104VZVERIZON COMMUNICATIONS$212,4970.10%5,153CommonNONE
808524607SCHASCHWAB ETFS- US SMALL-CAP ETF$205,3830.09%4,328CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.