Fund HoldingsFusion Capital, LLC

Total Portfolio Value
$355.55M
Total Bought
$15.66M
Total Sold
$3.11M
Net Transaction
+$12.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
186,481261,781+75,3009,46213,2413.72%+3,779
VANECK IG FLOATING RATE ETF
IG FLOA RATE ETF
1,363,0021,412,133+49,13134,82535,98110.12%+1,156
LAM RESEARCH CORP COM NEW(LRCX)96,60294,988-1,61415,21116,2604.57%+1,049
AMGEN INC(AMGN)25,68226,062+3807,6648,5302.40%+866
JOHNSON & JOHNSON COM(JNJ)40,96141,493+5327,7368,5872.42%+851
VANGUARD RUSSELL 2000 ETF
VNG RUS2000IDX
119,392126,346+6,95411,88412,5743.54%+690
EXXON MOBIL CORP COM76,62177,547+9268,7629,3322.62%+570
VANGUARD DIVIDEND APPRECIATION ETF101,008102,197+1,18921,92522,4616.32%+536
BHP GROUP LTD SPONSORED ADS125,926127,726+1,8007,1847,7112.17%+527
CISCO SYS INC(CSCO)120,041119,896-1458,7769,2362.60%+459
VANGUARD MID CAP GROWTH ETF30,19633,173+2,9778,8149,2602.60%+446
CRH PLC ORD
ORD
44,98745,981+9945,3585,7381.61%+380
FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF
DORSEY WRT 5 ETF
112,424116,197+3,7736,9437,3112.06%+368
BANK AMERICA CORP COM184,547186,029+1,4829,86410,2322.88%+368
GOOGLE INC(GOOG)9,0179,153+1362,5362,8650.81%+329
CITIGROUP INC(C)18,12618,231+1051,8352,1270.60%+292
ELI LILLY & CO COM(LLY)1,1901,191+11,0271,2800.36%+253
SPDR GOLD ETF(GLD)0555+55502200.06%+220
PUBLIC SVC ENTERPRISE GRP INC COM(PEG)02,615+2,61502100.06%+210
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF125,045127,547+2,5025,9176,1221.72%+205
POWERSHARES FTSE RAFI US 1500 S/M PT
RAFI US 1500
04,386+4,38602010.06%+201
ISHARES S&P 500 INDEX23,21623,493+27715,90816,0924.53%+184
JPMORGAN CHASE & CO. COM(JPM)39,31138,526-78512,23112,4143.49%+183
CHARLES SCHWAB CORP(SCHW)14,93615,479+5431,4121,5470.43%+135
META PLATFORMS INC CL A(META)2,0012,140+1391,2981,4130.40%+115
VANGUARD FTSE ALL-WORLD EX-US4,1355,521+1,3863004060.11%+106
US BANCORP DEL COM NEW(USB)15,63615,63607308340.23%+104
BOEING CO COM(BA)5,1885,263+751,0431,1430.32%+100
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
2,7283,136+4085136010.17%+88
WALMART INC COM(WMT)8,0198,01908118930.25%+82
CARDINAL HEALTH INC COM(CAH)5,3355,33501,0181,0960.31%+79
RTX CORPORATION COM(RTX)13,45113,501+502,4012,4760.70%+75
WYNDHAM WORLDWIDE CORP(TNL)8,7828,848+665516240.18%+73
KKR & CO LP(KKR)6,9446,979+358228900.25%+68
SCHWAB US DIVIDEND EQUITY ETF27,79328,628+8357437850.22%+42
ALLEGION PLC ORD SHS(ALLE)26,58027,924+1,3444,4064,4461.25%+40
ALPHABET INC CAP STK CL C(GOOG)1,2121,213+13423810.11%+39
ABBVIE INC COM(ABBV)3,1703,188+186917280.20%+37
GOLDMAN SACHS GROUP INC COM(GS)367368+12903240.09%+34
VANGUARD SMALL-CAP GROWTH ETF2,1922,308+1166666970.20%+32
BERKSHIRE HATHAWAY INC DEL CL B NEW1,1451,14505475760.16%+29
SECURITY FEDERAL CORP10,92810,92803383660.10%+28
TESLA MOTORS INC(TSLA)1,4491,529+806626880.19%+26
APPLE INC(AAPL)81,98081,621-35922,16522,1906.24%+25
GE VERNOVA INC COM(GEV)457442-152672890.08%+22
VANGUARD S&P 500 ETF473503+302973160.09%+19
WELLS FARGO CO NEW COM(WFC)2,7822,791+92422600.07%+18
VANGUARD HIGH DIVIDEND YIELD4,5674,591+246426590.19%+17
ISHARES RUSSELL 1000 VALUE ETF2,2742,280+64654800.13%+14
VISA INC(V)1,2221,224+24174290.12%+13
AMERICAN EXPRESS CO COM(AXP)657658+12372430.07%+6
VERIZON COMMUNICATIONS(VZ)5,3855,407+222142200.06%+6
LOWES COS INC COM(LOW)1,4101,415+53363410.10%+5
SCHWAB ETFS- US SMALL-CAP ETF8,5818,611+302412450.07%+4
MCDONALDS CORP COM(MCD)671669-22002040.06%+4
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)3,0623,06202662700.08%+4
COCA COLA CO COM(KO)3,1553,167+122172210.06%+4
DISNEY WALT CO COM(DIS)2,3022,30202592620.07%+3
CSX CORP(CSX)6,4286,433+52322330.07%+2
SCHWAB STRATEGIC TR US LRG CAP ETF12,95512,992+373493500.10%0
SPDR S&P 500 ETF TRUST(SPY)35935902452450.07%-0
NORFOLK SOUTHERN CRP(NSC)730710-202072050.06%-2
VANGUARD TOTAL STK MKT1,7001,694-65705680.16%-2
ISHARES U.S. AEROSPACE & DEFENSE ETF4,2784,27809239180.26%-5
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
8,4177,934-4834414350.12%-6
ROYAL CARRIBBEAN CRUISES LTD
COM
79679602282220.06%-6
NEXTERA ENERGY INC COM(NEE)3,0132,930-832452350.07%-10
VANGUARD MEGA CAP GROWTH ETF1,3431,345+25655550.16%-10
PROCTER AND GAMBLE CO COM(PG)1,4871,482-52242120.06%-11
MORGAN STANLEY(MS)1,7161,518-1982812700.08%-12
POWERSHARES QQQ TR1,3141,324+108278130.23%-14
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
5,7995,578-2214784600.13%-17
ISHARES S&P 500 GROWTH ETF4,8684,785-836085900.17%-18
GE AEROSPACE COM NEW(GE)1,8711,809-625785570.16%-21
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
4,2274,239+123273030.09%-24
BROADCOM INC COM(AVGO)1,1031,105+24083820.11%-25
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
4,9344,749-1855335070.14%-26
QUALCOMM INC COM(QCOM)24,64225,878+1,2364,4584,4261.24%-31
CHEVRON CORP NEW COM(CVX)9,5979,720+1231,5141,4810.42%-32
SOUTHERN CO COM(SO)4,8874,899+124604270.12%-32
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
2,0944,137+2,0436305960.17%-34
SCHWAB US LARGE CAP GROWTH ETF40,21939,940-2791,3421,3030.37%-40
PALO ALTO NETWORKS INC COM(PANW)1,1921,19202632200.06%-43
VANECK URANIUM AND NUCLEAR ETF
URANI NUCLE ETF
1,7621,806+442732240.06%-49
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD2,0331,954-795775260.15%-51
UBER TECHNOLOGIES INC COM(UBER)3,7603,785+253633090.09%-54
COSTCO WHOLESALE CORP(COST)1,1341,135+11,0339790.28%-54
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
ULTRA SHORT DUR
27,32426,178-1,1461,3871,3240.37%-62
ISHARES BITCOIN TRUST ETF(IBIT)4,9934,99303112480.07%-63
ADVANCED MICRO DEVICES INC COM(AMD)1,8421,84204723940.11%-77
CROWDSTRIKE HLDGS INC CL A(CRWD)1,0751,07505845040.14%-80
VANGUARD GROWTH ETF29,31629,769+45314,62414,5234.08%-101
COREWEAVE INC COM CL A(CRWV)2,5343,034+5003392170.06%-122
NETFLIX COM INC(NFLX)7297,285+6,5568156830.19%-132
VALERO ENERGY CORP COM(VLO)44,92045,612+6927,6177,4252.09%-191
SANOFI SA(SNY)142,811144,324+1,5137,2236,9941.97%-229
AMAZON.COM INC(AMZN)17,83917,858+194,3574,1221.16%-235
CATERPILLAR INC COM(CAT)23,49623,240-25613,56313,3143.74%-250
NVIDIA CORP(NVDA)19,32319,401+783,9133,6181.02%-294
MICROSOFT(MSFT)21,62322,235+61211,19710,7533.02%-443
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