MondegarAI
Fusion Capital, LLC

Q1 2025 · 13F-HR

Fusion Capital, LLCholdings as filed

Filed 2025-05-15 · accession 0001104659-25-049192

$262.5M
Reported value
78
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92189F486FLTRVANECK IG FLOATING RATE ETF$26.7M10.2%1,045,905CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$19.7M7.52%101,707CommonNONE
037833100AAPLAPPLE INC$18.2M6.94%82,011CommonNONE
464287200IVVISHARES S&P 500 INDEX$13.1M4.99%23,290CommonNONE
922908736VUGVANGUARD GROWTH ETF$10.6M4.02%28,463CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$9.8M3.72%39,845CommonNONE
30231G102XOMEXXON MOBIL CORP COM$8.7M3.30%72,936CommonNONE
92206C664VTWOVANGUARD RUSSELL 2000 ETF$8.6M3.29%107,151CommonNONE
594918104MSFTMICROSOFT$8.1M3.08%21,501CommonNONE
149123101CATCATERPILLAR INC COM$7.7M2.93%23,332CommonNONE
437076102HDHOME DEPOT$7.7M2.92%20,901CommonNONE
060505104BACBANK AMERICA CORP COM$7.6M2.91%182,758CommonNONE
031162100AMGNAMGEN INC$7.4M2.82%23,790CommonNONE
17275R102CSCOCISCO SYS INC$7.3M2.78%118,227CommonNONE
80105N105SNYSANOFI SA$7.3M2.77%131,274CommonNONE
512807306LRCXLAM RESEARCH CORP COM NEW$7.1M2.72%98,038CommonNONE
478160104JNJJOHNSON & JOHNSON COM$6.5M2.49%39,475CommonNONE
922908538VOTVANGUARD MID CAP GROWTH ETF$6.4M2.43%26,089CommonNONE
46138E362SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF$6.1M2.31%120,518CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF$6.0M2.27%108,543CommonNONE
088606108BHPBHP GROUP LTD SPONSORED ADS$5.8M2.20%119,046CommonNONE
91913Y100VLOVALERO ENERGY CORP COM$5.8M2.20%43,698CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$5.2M1.97%46,899CommonNONE
N53745100LYBLYONDELLBASELL$4.8M1.84%68,748CommonNONE
023135106AMZNAMAZON.COM INC$3.4M1.30%18,000CommonNONE
747525103QCOMQUALCOMM INC COM$3.2M1.23%21,002CommonNONE
75513E101RTXRTX CORPORATION COM$2.0M0.77%15,240CommonNONE
67066G104NVDANVIDIA CORP$1.9M0.73%17,770CommonNONE
46434V878ICSHISHARES ULTRA SHORT-TERM BOND ACTIVE ETF$1.5M0.57%29,688CommonNONE
02079K305GOOGLGOOGLE INC$1.4M0.53%9,014CommonNONE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$1.3M0.49%25,500CommonNONE
166764100CVXCHEVRON CORP NEW COM$1.3M0.48%7,474CommonNONE
172967424CCITIGROUP INC$1.2M0.45%16,500CommonNONE
532457108LLYELI LILLY & CO COM$1.2M0.44%1,403CommonNONE
30303M102METAMETA PLATFORMS INC CL A$1.1M0.44%1,985CommonNONE
808513105SCHWCHARLES SCHWAB CORP$1.1M0.42%14,147CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$1.1M0.42%1,152CommonNONE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$1.1M0.41%42,976CommonNONE
097023105BABOEING CO COM$764,6060.29%4,483CommonNONE
931142103WMTWALMART INC COM$731,0930.28%8,328CommonNONE
14149Y108CAHCARDINAL HEALTH INC COM$727,5890.28%5,281CommonNONE
64110L106NFLXNETFLIX COM INC$701,7290.27%753CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$678,2630.26%24,258CommonNONE
464288760ITAISHARES U.S. AEROSPACE & DEFENSE ETF$659,2670.25%4,306CommonNONE
00287Y109ABBVABBVIE INC COM$650,2770.25%3,104CommonNONE
48251W104KKRKKR & CO LP$589,8070.22%5,102CommonNONE
902973304USBUS BANCORP DEL COM NEW$584,3250.22%13,840CommonNONE
00206R102TAT&T INC COM$581,0240.22%20,545CommonNONE
46090E103QQQPOWERSHARES QQQ TR$553,8340.21%1,181CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$548,0250.21%1,029CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD$545,5930.21%4,231CommonNONE
922908595VBKVANGUARD SMALL-CAP GROWTH ETF$528,5870.20%2,099CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$484,4400.18%2,575CommonNONE
33733E302FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD$462,9610.18%2,084CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$456,7220.17%4,920CommonNONE
92826C839VVISA INC$451,2870.17%1,288CommonNONE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR$448,3450.17%2,171CommonNONE
922908769VTIVANGUARD TOTAL STK MKT$442,4110.17%1,610CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$434,3910.17%2,508CommonNONE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$433,6300.17%8,706CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF$420,0730.16%5,227CommonNONE
78464A805SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$418,7460.16%6,157CommonNONE
369604301GEGE AEROSPACE COM NEW$389,5730.15%1,946CommonNONE
842587107SOSOUTHERN CO COM$337,9500.13%3,675CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$332,4830.13%943CommonNONE
548661107LOWLOWES COS INC COM$316,2300.12%1,356CommonNONE
808524201SCHXSCHWAB STRATEGIC TR US LRG CAP ETF$308,2710.12%13,962CommonNONE
88160R101TSLATESLA MOTORS INC$306,5860.12%1,183CommonNONE
92343V104VZVERIZON COMMUNICATIONS$260,0370.10%5,733CommonNONE
742718109PGPROCTER AND GAMBLE CO COM$257,7720.10%1,513CommonNONE
254687106DISDISNEY WALT CO COM$251,0680.10%2,544CommonNONE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$250,6150.10%4,131CommonNONE
97717W307DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND$243,0310.09%3,062CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$227,0290.09%4,850CommonNONE
90353T100UBERUBER TECHNOLOGIES INC COM$223,6800.09%3,070CommonNONE
808524607SCHASCHWAB ETFS- US SMALL-CAP ETF$212,3110.08%9,062CommonNONE
191216100KOCOCA COLA CO COM$204,6740.08%2,858CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$202,9260.08%363CommonNONE

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.