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Institutional Investment Manager
Fusion Investment Group, LLC
Fusion Investment Group, LLC (CIK: 0001599633) incorporated in Pennsylvania, located at Allegheny Building, Pittsburgh, PA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q1)
Original 13F HR (0001599633-14-000004) filed in 2014.05.13
#
Name
Shares
Value ($)
%
Options
Notes
151 MERCK & CO INC 500 28 0.03%
152 CHEVRON CORP NEW 206 27 0.03%
153 ISHARES TR 382 27 0.03%
154 HOME DEPOT INC 345 27 0.03%
155 DTE ENERGY CO 326 24 0.02%
156 MCCORMICK & CO INC 300 22 0.02%
157 STANLEY BLACK &DECKER INC 255 21 0.02%
158 QUALCOMM INC 272 21 0.02%
159 US BANCORP DEL 485 21 0.02%
160 NEWMONT CORP 1,048 20 0.02%
161 WAL-MART STORES INC 251 19 0.02%
162 NUVEEN MUN HIGH INCOME OPPOR 1,455 19 0.02%
163 TEJON RANCH CO 500 17 0.02%
164 ISHARES TR 141 17 0.02%
165 AMERICAN EXPRESS CO 188 17 0.02%
166 EQT CORP 175 17 0.02%
167 Hewlett Packard Co 500 16 0.02%
168 ISHARES TR 137 16 0.02%
169 ISHARES TR 187 16 0.02%
170 EATON VANCE ENHANCED EQUITY 1,240 16 0.02%
171 GENERAL MLS INC 307 16 0.02%
172 CHURCH & DWIGHT 234 16 0.02%
173 ISHARES TRUST CMBS ETF 315 16 0.02%
174 OMNICOM GROUP INC 200 15 0.02%
175 CINTAS CORP 257 15 0.02%
176 ALPS ETF TR 800 14 0.01%
177 ISHARES TR 141 14 0.01%
178 ABBVIE INC 244 13 0.01%
179 POWERSHS DB MULTI SECT COMM 305 13 0.01%
180 XILINX INC 215 12 0.01%
181 BARCLAYS BANK PLC 199 12 0.01%
182 ISHARES 7-10 YEAR TREASURY BOND ETF 121 12 0.01%
183 SPDR SER TR 78 11 0.01%
184 SELECT SECTOR SPDR TR 207 11 0.01%
185 WASTE MGMT INC DEL 222 10 0.01%
186 ATMOS ENERGY CORP 206 10 0.01%
187 AUTOMATIC DATA PROCESSING IN 133 10 0.01%
188 CARDINAL HEALTH INC 192 10 0.01%
189 CME GROUP INC 134 10 0.01%
190 JPMORGAN CHASE & CO 166 10 0.01%
191 CINCINNATI FINL CORP 182 10 0.01%
192 AGL Resources Inc 206 10 0.01%
193 SAFETY INS GROUP INC COM 155 10 0.01%
194 CONAGRA BRANDS INC 239 10 0.01%
195 CULLEN FROST BANKERS INC 135 10 0.01%
196 KIMBERLY CLARK CORP 80 10 0.01%
197 DIAMOND OFFSHR DRILLING 197 10 0.01%
198 POWERSHS DB MULTI SECT COMM 291 9 0.01%
199 ISHARES TR 76 9 0.01%
200 ISHARES INC 417 9 0.01%
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Restatement filing (0001599633-14-000007) filed in 2014.05.14
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES TR 1,330 89 0.09%
102 CA INC 2,824 87 0.09%
103 APACHE CORP 1,028 86 0.09%
104 WEYERHAEUSER CO 2,777 81 0.08%
105 RAYTHEON CO 845 79 0.08%
106 ISHARES MSCI 1,611 78 0.08%
107 BROADRIDGE FINL SOLUTIONS IN 2,092 78 0.08%
108 ISHARES TR 700 78 0.08%
109 EXELON CORP 2,313 78 0.08%
110 HANESBRANDS INC 1,009 77 0.08%
111 PROCTER AND GAMBLE CO 902 74 0.08%
112 GILEAD SCIENCES INC 1,036 73 0.07%
113 OCCIDENTAL PETE CORP DEL 747 71 0.07%
114 VALMONT INDS INC 456 68 0.07%
115 PPG INDS INC 346 67 0.07%
116 VANGUARD WHITEHALL FDS 987 63 0.06%
117 NUANCE COMM 3,684 63 0.06%
118 AMGEN INC 500 62 0.06%
119 SPDR SERIES TRUST 1,496 60 0.06%
120 ISHARES TR 1,413 58 0.06%
121 POWERSHARES ETF TR II 1,685 58 0.06%
122 ROCKWELL AUTOMATION INC 472 58 0.06%
123 VANGUARD INDEX FDS 574 58 0.06%
124 WISDOMTREE TR 806 57 0.06%
125 ISHARES TR 882 54 0.05%
126 FEDEX CORP 349 46 0.05%
127 WELLS FARGO & CO NEW 881 44 0.04%
128 GENERAL DYNAMICS CORP 400 44 0.04%
129 II VI INC 2,749 42 0.04%
130 ISHARES TR 1,118 42 0.04%
131 CLAYMORE EXCHANGE TRD FD TR 1,930 41 0.04%
132 PNC FINL SVCS GROUP INC 450 40 0.04%
133 FREEPORT-MCMORAN INC 1,180 40 0.04%
134 EMERSON ELECTRIC CO 600 40 0.04%
135 ISHARES TR 339 39 0.04%
136 INTERNATIONAL BUSINESS MACHS 190 37 0.04%
137 LILLY ELI & CO 510 34 0.03%
138 PFIZER INC 1,062 34 0.03%
139 Chubb Corporation 364 33 0.03%
140 MCKESSON CORP 185 33 0.03%
141 EATON VANCE LTD DURATION INC 2,100 32 0.03%
142 KLA-TENCOR CORP 467 32 0.03%
143 FIRST TR EXCHANGE-TRADED FD 401 31 0.03%
144 ISHARES TR 617 31 0.03%
145 BERKSHIRE HATHAWAY INC DEL 250 31 0.03%
146 HONEYWELL INTL INC 324 30 0.03%
147 ISHARES TR 350 29 0.03%
148 MERCK & CO INC 500 28 0.03%
149 CELGENE CORP 200 28 0.03%
150 POWERSHARES ETF TRUST 1,061 28 0.03%
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