An Overview of Fusion Family Wealth LLC's Q4 2022 vs. Q1 2023 13F Holdings
Ava Hoppe | 1 May, 2023
Fusion Family Wealth LLC is one of the best-known investment management firms in the world. It has recently released its 13F Holdings Comparison for Q4 2022 and Q1 2023. This blog post will take an in-depth look at some of the changes in holdings of this fund during this period and what it means for potential investors.
First, let's take a look at the Fusion Family Wealth LLC's Q4 2022 vs. Q1 2023 13F Holdings Comparison table. As you can see, there were a number of changes in holdings during this period.
Some of the highlights include:
- VOO (Vanguard Index FDS) saw an increase of 5% in the number of shares held.
- RWL (Invesco Exch Traded FD Tr II) saw a slight increase of 3.4% in the number of shares held.
- QQQ (Invesco QQQ TR) saw a significant increase of 24.6% in the number of shares held.
- VEA (Vanguard Tax-Managed FDS) saw an increase of 8.6% in the number of shares held.
- VSS (Vanguard Intl Equity Index F) saw an increase of 7.8% in the number of shares held.
- IJR (iShares TR) saw a decrease of 7.6% in the number of shares held.
One of the most significant changes in holdings is the increase in the number of shares held by Fusion Family Wealth LLC for QQQ, which is an ETF that tracks the Nasdaq 100 Index. This change is particularly interesting because the tech-heavy Nasdaq has seen some volatility in recent months. It's worth noting that the fund's increase in shares could be an indication of confidence in the tech sector, despite the recent turbulence.
Another interesting change in holdings is the increase in the number of shares held by Fusion Family Wealth LLC for VSS. This particular ETF tracks international small-cap stocks, and Fusion Family Wealth LLC's increase in shares could be an indication of confidence in the global economy.
On the other hand, it's worth mentioning that the decrease in the number of shares held for IJR is noteworthy. This ETF tracks small-cap U.S. equities and is often an indication of investors' confidence in the domestic market. The decrease in shares held may be due to a lack of confidence in the U.S. economy.
Overall, Fusion Family Wealth LLC's Q4 2022 vs. Q1 2023 13F Holdings Comparison provides some valuable insight into the fund's investment strategy and its outlook on the global economy. It will be interesting to see how these holdings change in the coming quarters as the market continues to shift and evolve.
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