MondegarAI
Fusion Capital, LLC

Q4 2024 · 13F-HR

Fusion Capital, LLCholdings as filed

Filed 2025-02-05 · accession 0001104659-25-009449

$248.1M
Reported value
83
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$21.0M8.47%83,879CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$19.6M7.89%99,963CommonNONE
464287200IVVISHARES S&P 500 INDEX$13.8M5.56%23,439CommonNONE
92189F486FLTRVANECK IG FLOATING RATE ETF$12.2M4.90%477,625CommonNONE
922908736VUGVANGUARD GROWTH ETF$10.9M4.38%26,465CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$9.7M3.89%40,288CommonNONE
594918104MSFTMICROSOFT$9.1M3.68%21,671CommonNONE
92206C664VTWOVANGUARD RUSSELL 2000 ETF$8.9M3.58%99,517CommonNONE
149123101CATCATERPILLAR INC COM$8.5M3.41%23,322CommonNONE
060505104BACBANK AMERICA CORP COM$8.1M3.28%185,066CommonNONE
437076102HDHOME DEPOT$7.8M3.14%20,007CommonNONE
30231G102XOMEXXON MOBIL CORP COM$7.7M3.10%71,519CommonNONE
17275R102CSCOCISCO SYS INC$7.1M2.85%119,554CommonNONE
512807306LRCXLAM RESEARCH CORP COM NEW$7.1M2.85%97,815CommonNONE
80105N105SNYSANOFI SA$6.5M2.62%134,687CommonNONE
031162100AMGNAMGEN INC$6.2M2.50%23,805CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF$6.1M2.46%103,488CommonNONE
922908538VOTVANGUARD MID CAP GROWTH ETF$5.9M2.36%23,115CommonNONE
46138E362SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF$5.7M2.29%117,577CommonNONE
478160104JNJJOHNSON & JOHNSON COM$4.8M1.91%32,853CommonNONE
088606108BHPBHP GROUP LTD SPONSORED ADS$4.5M1.80%91,716CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$4.4M1.79%35,184CommonNONE
91913Y100VLOVALERO ENERGY CORP COM$4.4M1.75%35,496CommonNONE
023135106AMZNAMAZON.COM INC$3.9M1.57%17,805CommonNONE
N53745100LYBLYONDELLBASELL$3.7M1.48%49,287CommonNONE
747525103QCOMQUALCOMM INC COM$2.9M1.19%19,187CommonNONE
67066G104NVDANVIDIA CORP$2.3M0.91%16,832CommonNONE
81369Y100XLBMATERIALS SELECT SECTOR SPDR$2.0M0.82%24,314CommonNONE
75513E101RTXRTX CORPORATION COM$1.8M0.71%15,156CommonNONE
02079K305GOOGLGOOGLE INC$1.6M0.66%8,594CommonNONE
46434V878ICSHISHARES ULTRA SHORT-TERM BOND ACTIVE ETF$1.6M0.63%31,001CommonNONE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$1.3M0.51%45,744CommonNONE
30303M102METAMETA PLATFORMS INC CL A$1.1M0.46%1,931CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$1.1M0.44%1,197CommonNONE
532457108LLYELI LILLY & CO COM$1.1M0.44%1,402CommonNONE
172967424CCITIGROUP INC$1.0M0.42%14,770CommonNONE
464287192IYTISHARES US TRANSPORTATION ETF$993,3690.40%14,701CommonNONE
166764100CVXCHEVRON CORP NEW COM$968,7700.39%6,689CommonNONE
92204A504VHTVANGUARD HEALTH CARE ETF$900,5820.36%3,550CommonNONE
808513105SCHWCHARLES SCHWAB CORP$893,6700.36%12,075CommonNONE
92189F585CRAKVANECK OIL REFINERS ETF$842,0590.34%30,615CommonNONE
931142103WMTWALMART INC COM$762,4030.31%8,438CommonNONE
548661107LOWLOWES COS INC COM$740,0840.30%2,999CommonNONE
097023105BABOEING CO COM$731,5720.29%4,133CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$718,2260.29%26,289CommonNONE
48251W104KKRKKR & CO LP$699,3900.28%4,728CommonNONE
64110L106NFLXNETFLIX COM INC$671,6100.27%754CommonNONE
902973304USBUS BANCORP DEL COM NEW$646,1700.26%13,510CommonNONE
464288760ITAISHARES U.S. AEROSPACE & DEFENSE ETF$633,3820.26%4,358CommonNONE
14149Y108CAHCARDINAL HEALTH INC COM$622,0720.25%5,260CommonNONE
00287Y109ABBVABBVIE INC COM$600,1210.24%3,377CommonNONE
922908595VBKVANGUARD SMALL-CAP GROWTH ETF$587,1900.24%2,097CommonNONE
00206R102TAT&T INC COM$530,1910.21%23,285CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$513,9590.21%2,933CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD$512,5900.21%4,017CommonNONE
33733E302FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD$506,2800.20%2,082CommonNONE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR$504,4810.20%2,170CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$499,0440.20%4,915CommonNONE
922908769VTIVANGUARD TOTAL STK MKT$497,3000.20%1,716CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$470,2310.19%2,540CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF$459,1150.19%5,223CommonNONE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$447,5360.18%9,260CommonNONE
78464A805SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$438,6730.18%6,141CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$437,8680.18%966CommonNONE
88160R101TSLATESLA MOTORS INC$425,6470.17%1,054CommonNONE
92826C839VVISA INC$401,9460.16%1,272CommonNONE
46090E103QQQPOWERSHARES QQQ TR$380,3980.15%744CommonNONE
808524201SCHXSCHWAB STRATEGIC TR US LRG CAP ETF$336,3860.14%14,512CommonNONE
369604301GEGE AEROSPACE COM NEW$326,1030.13%1,955CommonNONE
842587107SOSOUTHERN CO COM$305,4430.12%3,710CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$281,2560.11%822CommonNONE
254687106DISDISNEY WALT CO COM$278,3770.11%2,500CommonNONE
742718109PGPROCTER AND GAMBLE CO COM$252,6020.10%1,507CommonNONE
92343V104VZVERIZON COMMUNICATIONS$243,4270.10%6,087CommonNONE
87612G101TRGPTARGA RES CORP COM$238,3730.10%1,335CommonNONE
97717W307DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND$238,1930.10%3,062CommonNONE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$237,1500.10%4,131CommonNONE
11135F101AVGOBROADCOM INC COM$231,3230.09%998CommonNONE
02079K107GOOGALPHABET INC CAP STK CL C$227,3850.09%1,194CommonNONE
808524607SCHASCHWAB ETFS- US SMALL-CAP ETF$221,2540.09%8,556CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$210,4410.08%359CommonNONE
126408103CSXCSX CORP$208,7680.08%6,469CommonNONE
617446448MSMORGAN STANLEY$206,2750.08%1,641CommonNONE

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.