Fusion Family Wealth LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

In today's article, we will be analyzing the changes in holdings of Fusion Family Wealth LLC's 13F filings for Q1 2023 and Q2 2023. This insightful analysis will provide a comprehensive overview of the shifts in their portfolio, highlighting the companies and sectors that have experienced notable changes. So, let's dive into the data and uncover the interesting trends in Fusion Family Wealth LLC's holdings.

Fusion Family Wealth LLC Q1 2023 vs. Q2 2023: Key Findings

1. Vanguard Index FDS (VOO):

- The number of shares held increased from 327,679 in Q1 2023 to 334,151 in Q2 2023, representing a 2% growth.

- The value of holdings also saw an increase, from $123,230,000 in Q1 2023 to $136,092,000 in Q2 2023, indicating a 10.4% surge.

- Vanguard Index FDS has been an attractive investment for Fusion Family Wealth LLC, showing positive growth in both shares and value.

2. Invesco Exch Traded FD TR II (RWL):

- Fusion Family Wealth LLC's holdings in RWL increased from 1,298,039 shares in Q1 2023 to 1,322,823 shares in Q2 2023, marking a 7.1% rise.

- The value of holdings also grew from $98,780,000 in Q1 2023 to $105,825,000 in Q2 2023, denoting a 7.1% increase.

- Fusion Family Wealth LLC continues to show confidence in Invesco Exch Traded FD TR II as an investment option.

3. Vanguard Intl Equity Index F (VWO):

- The number of shares held by Fusion Family Wealth LLC increased from 1,820,907 in Q1 2023 to 1,950,236 in Q2 2023, reflecting a 7.8% growth.

- The value of holdings also experienced an upward trend, rising from $73,564,000 in Q1 2023 to $79,335,000 in Q2 2023, indicating a 7.8% increase.

- VWO remains a strong investment choice for Fusion Family Wealth LLC, showing consistent growth in both shares and value.

4. Vanguard Index FDS (VB):

- Fusion Family Wealth LLC's holdings in VB increased from 360,600 shares in Q1 2023 to 375,174 shares in Q2 2023, representing a 4% growth.

- The value of holdings also saw an increase, from $68,355,000 in Q1 2023 to $74,618,000 in Q2 2023, denoting a 9.2% surge.

- Fusion Family Wealth LLC continues to have confidence in the potential of Vanguard Index FDS as an investment option.

5. Vanguard Tax-Managed FDS (VEA):

- The number of shares held by Fusion Family Wealth LLC increased from 1,469,773 in Q1 2023 to 1,500,651 in Q2 2023, reflecting a 4.4% growth.

- The value of holdings also experienced an upward trend, rising from $66,389,000 in Q1 2023 to $69,300,000 in Q2 2023, indicating a 4.4% increase.

- Fusion Family Wealth LLC remains optimistic about the potential of Vanguard Tax-Managed FDS as a profitable investment option.

Analyzing the Trends:

From our analysis, it is evident that Fusion Family Wealth LLC has made strategic adjustments to its portfolio in Q2 2023 compared to Q1 2023. The total number of shares held increased for several key investments, including Vanguard Index FDS (VOO), Invesco Exch Traded FD TR II (RWL), and Vanguard Intl Equity Index F (VWO). This demonstrates the firm's confidence in the growth prospects of these companies.

Moreover, the value of these holdings also saw significant growth, indicating favorable market conditions and wise investment decisions made by Fusion Family Wealth LLC. These positive changes in shares and value reflect a well-informed approach to managing their portfolio.

While several investments experienced growth, there were a few exceptions. For example, Invesco Exch Traded FD TR II (BSJP) recorded a decrease in shares and value when comparing the two quarters. This suggests that Fusion Family Wealth LLC may have adjusted their holdings based on market analysis or divested from this particular investment option.

Conclusion:

In conclusion, Fusion Family Wealth LLC has made strategic adjustments to their portfolio, resulting in notable increases in holdings for certain companies. Investments in Vanguard Index FDS (VOO), Invesco Exch Traded FD TR II (RWL), and Vanguard Intl Equity Index F (VWO) have displayed positive growth, both in terms of shares held and value.

This analysis provides valuable insights into the investment decisions made by Fusion Family Wealth LLC and highlights the sectors and companies they have chosen to focus on. It is essential to stay informed about such developments to make informed investment decisions and understand the current trends in the market.

Disclaimer: The data presented in this article is based on publicly available information and should not be considered as financial advice. Investment decisions should be made after careful analysis and consultation with a professional financial advisor.