Managing Director

0001599633-14-000010.txt : 20140813 0001599633-14-000010.hdr.sgml : 20140813 20140813170435 ACCESSION NUMBER: 0001599633-14-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140813 DATE AS OF CHANGE: 20140813 EFFECTIVENESS DATE: 20140813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fusion Investment Group, LLC CENTRAL INDEX KEY: 0001599633 IRS NUMBER: 000000000 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16055 FILM NUMBER: 141038332 BUSINESS ADDRESS: STREET 1: ONE OXFORD CENTER STREET 2: 301 GRANT STREET, SUITE 450 CITY: PITTSBURGH STATE: PA ZIP: 15219 BUSINESS PHONE: 4123253977 MAIL ADDRESS: STREET 1: ONE OXFORD CENTER STREET 2: 301 GRANT STREET, SUITE 450 CITY: PITTSBURGH STATE: PA ZIP: 15219 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001599633 XXXXXXXX 06-30-2014 06-30-2014 false Fusion Investment Group, LLC

One Oxford Center 301 Grant Street, Suite 450 Pittsburgh PA 15219

13F HOLDINGS REPORT 028-16055 N Scott Dooley Managing Director 7249864250 Scott Dooley Pittsburgh PA 08-13-2014 0 245 116269 INFORMATION TABLE 2 infotable.xml 3-D Sys Corp Del COM NEW 88554D205 1 13 SH SOLE 0 0 13 Abbott Labs COM 002824100 8 200 SH SOLE 0 0 200 Abbvie Inc COM 00287Y109 247 4364 SH SOLE 0 0 4364 Accenture Plc Ireland SHS CLASS A G1151C101 481 5950 SH SOLE 0 0 5950 Advisorshares Tr STAR GLOB BUYW 00768Y768 23208 886478 SH SOLE 0 0 886120 Agilent Technologies Inc COM 00846U101 6 100 SH SOLE 0 0 100 Agl Res Inc Com COM 001204106 11 206 SH SOLE 0 0 206 Allergan Inc COM 018490102 107 633 SH SOLE 0 0 633 Alliancebernstein Gbl Hgh In COM 01879R106 364 25371 SH SOLE 0 0 25371 Alps Etf Tr ALERIAN MLP 00162Q866 15 800 SH SOLE 0 0 800 Altria Group Inc COM 02209S103 464 11072 SH SOLE 0 0 11072 American Elec Pwr Inc COM 025537101 22 400 SH SOLE 0 0 400 American Express Co COM 025816109 18 188 SH SOLE 0 0 188 American Intl Group Inc *W EXP 01/19/202 026874156 0 4 SH SOLE 0 0 4 American Intl Group Inc COM NEW 026874784 1 10 SH SOLE 0 0 10 Amgen Inc COM 031162100 59 500 SH SOLE 0 0 500 Apache Corp COM 037411105 273 2704 SH SOLE 0 0 2704 Apple Inc COM 037833100 1193 12830 SH SOLE 0 0 12830 At&T Inc COM 00206R102 856 24191 SH SOLE 0 0 24191 Atmos Energy Corp Com COM 049560105 11 206 SH SOLE 0 0 206 Automatic Data Processing Inc Com COM 053015103 11 133 SH SOLE 0 0 133 Bank Hawaii Corp COM 062540109 188 3200 SH SOLE 0 0 3200 Bank Of America Corporation COM 060505104 1 89 SH SOLE 0 0 89 Barclays Bank Plc ETN DJUBS SGAR38 06739H214 12 212 SH SOLE 0 0 212 Barclays Bk Plc DJUBS CMDT ETN36 06738C778 763 19341 SH SOLE 0 0 19341 Berkshire Hathaway Inc Del CL B NEW 084670702 32 250 SH SOLE 0 0 250 Bristol Myers Squibb Co COM 110122108 373 7695 SH SOLE 0 0 7695 Broadridge Finl Solutions In COM 11133T103 181 4351 SH SOLE 0 0 4351 Ca Inc COM 12673P105 313 10879 SH SOLE 0 0 10879 Calamos Conv & High Income F COM SHS 12811P108 233 15758 SH SOLE 0 0 15758 Calamos Strategic Totl Retn COM SH BEN INT 128125101 159 13222 SH SOLE 0 0 13222 Cardinal Health Inc Com COM 14149Y108 13 192 SH SOLE 0 0 192 Celgene Corp COM 151020104 34 400 SH SOLE 0 0 400 Chevron Corp New COM 166764100 27 206 SH SOLE 0 0 206 Chubb Corp COM 171232101 18 200 SH SOLE 0 0 200 Cincinnati Finl Corp Com COM 172062101 9 182 SH SOLE 0 0 182 Cisco Sys Inc COM 17275R102 2 100 SH SOLE 0 0 100 Citigroup Inc COM NEW 172967424 2 40 SH SOLE 0 0 40 Claymore Exchange Trd Fd Tr GUGG CRP BD 2016 18383M555 41 1825 SH SOLE 0 0 1825 Claymore Exchange Trd Fd Tr GUGG ENH SHT DUR 18383M654 306 6084 SH SOLE 0 0 6084 Claymore Exchange Trd Fd Tr GUG BULL2018 E 18383M530 309 14525 SH SOLE 0 0 14525 Cme Group Inc Com COM 12572Q105 10 134 SH SOLE 0 0 134 Coca Cola Co COM 191216100 197 4672 SH SOLE 0 0 4672 Colgate Palmolive Co COM 194162103 310 4544 SH SOLE 0 0 4544 Conocophillips COM 20825C104 658 7675 SH SOLE 0 0 7675 Ctrip Com Intl Ltd AMERICAN DEP SHS 22943F100 5 75 SH SOLE 0 0 75 Cullen Frodt Bankers COM 229899109 11 135 SH SOLE 0 0 135 Currencyshares Swiss Franc T SWISS FRANC SH 23129V109 10 95 SH SOLE 0 0 95 Darden Restaurants Inc COM 237194105 3 71 SH SOLE 0 0 71 Dbx Etf Tr DBXTR HAR CS 300 233051879 528 23490 SH SOLE 0 0 23490 Delaware Enhanced Gbl Div & COM 246060107 1 100 SH SOLE 0 0 100 Direxion Shs Etf Tr DLY TECH BULL 3X 25459W102 24 216 SH SOLE 0 0 216 Direxion Shs Etf Tr DLY ENRGY BULL3X 25459W888 26 198 SH SOLE 0 0 198 Direxion Shs Etf Tr DLY FIN BULL NEW 25459Y694 64 639 SH SOLE 0 0 639 Direxion Shs Etf Tr DRX S&P500BULL 25459W862 128 1679 SH SOLE 0 0 1679 Disney Walt Co COM DISNEY 254687106 589 6862 SH SOLE 0 0 6862 Dnp Select Income Fd COM 23325P104 4 371 SH SOLE 0 0 371 Dte Energy Co COM 233331107 25 326 SH SOLE 0 0 326 Du Pont E I De Nemours & Co COM 263534109 215 3286 SH SOLE 0 0 3286 Dunkin Brands Group Inc COM 265504100 205 4476 SH SOLE 0 0 4476 Eaton Vance Ltd Dur Income F COM 27828H105 33 2100 SH SOLE 0 0 2100 Emerson Elec Co COM 291011104 40 600 SH SOLE 0 0 600 Eqt Corp COM 26884L109 19 175 SH SOLE 0 0 175 Eros Intl Plc SHS NEW G3788M114 3 200 SH SOLE 0 0 200 Exelon Corp COM 30161N101 231 6296 SH SOLE 0 0 6296 Exxon Mobil Corp COM 30231G102 355 3528 SH SOLE 0 0 3528 Facebook Inc CL A 30303M102 7 100 SH SOLE 0 0 100 Federated Invs Inc COM 314211103 189 6109 SH SOLE 0 0 6109 Fedex Corp COM 31428X106 45 300 SH SOLE 0 0 300 First Tr Exchange Traded Fd DJ INTERNT IDX 33733E302 310 5208 SH SOLE 0 0 5208 First Tr Ise Revere Nat Gas COM 33734J102 3 108 SH SOLE 0 0 108 Ford Mtr Co Del COM PAR $0.01 345370860 311 18042 SH SOLE 0 0 18042 General Dynamics Corp COM 369550108 47 400 SH SOLE 0 0 400 General Electric Co COM 369604103 1328 50550 SH SOLE 0 0 50550 General Mls Inc COM 370334104 16 307 SH SOLE 0 0 307 Gilead Sciences Inc COM 375558103 376 4538 SH SOLE 0 0 4538 Google Inc CL A 38259P508 413 706 SH SOLE 0 0 706 Google Inc CL C 38259P706 420 729 SH SOLE 0 0 729 Hanesbrands Inc COM 410345102 712 7254 SH SOLE 0 0 7254 Hawaiian Elec Industries COM 419870100 3 100 SH SOLE 0 0 100 Hewlett Packard Co COM 428236103 17 500 SH SOLE 0 0 500 Hologic Inc COM 436440101 8 323 SH SOLE 0 0 323 Home Depot Inc COM 437076102 28 345 SH SOLE 0 0 345 Honeywell Intl Inc COM 438516106 30 324 SH SOLE 0 0 324 Hormel Foods Corp COM 440452100 335 6798 SH SOLE 0 0 6798 Ii Vi Inc COM 902104108 20 1380 SH SOLE 0 0 1380 Intel Corp COM 458140100 27 873 SH SOLE 0 0 873 International Business Machs COM 459200101 18 9400 SH Put SOLE 0 0 9400 International Business Machs COM 459200101 3648 20125 SH SOLE 0 0 20125 Ishares NASDQ BIOTEC ETF 464287556 1 5 SH SOLE 0 0 5 Ishares US HOME CONS ETF 464288752 1 55 SH SOLE 0 0 55 Ishares MSCI UK ETF 464286699 9 417 SH SOLE 0 0 417 Ishares 7-10 Y TR BD ETF 464287440 10 98 SH SOLE 0 0 98 Ishares U.S. INDS ETF 464287754 15 141 SH SOLE 0 0 141 Ishares U.S. BAS MTL ETF 464287838 16 187 SH SOLE 0 0 187 Ishares MSCI PAC JP ETF 464286665 18 360 SH SOLE 0 0 360 Ishares CHINA LG-CAP ETF 464287184 25 677 SH SOLE 0 0 677 Ishares RESID RL EST CAP 464288562 33 617 SH SOLE 0 0 617 Ishares RUSSELL 2000 ETF 464287655 36 301 SH SOLE 0 0 301 Ishares MBS ETF 464288588 41 375 SH SOLE 0 0 375 Ishares MSCI EMG MKT ETF 464287234 45 1048 SH SOLE 0 0 1048 Ishares MSCI STH KOR ETF 464286772 75 1150 SH SOLE 0 0 1150 Ishares TIPS BD ETF 464287176 81 700 SH SOLE 0 0 700 Ishares MSCI HONG KG ETF 464286871 98 4710 SH SOLE 0 0 4710 Ishares EM MKT SM-CP ETF 464286475 103 2079 SH SOLE 0 0 2079 Ishares IBOXX INV CP ETF 464287242 104 871 SH SOLE 0 0 871 Ishares MSCI EAFE ETF 464287465 127 1853 SH SOLE 0 0 1853 Ishares INTL SEL DIV ETF 464288448 220 5522 SH SOLE 0 0 5522 Ishares CNTRY MIN VL ETF 464286525 598 8954 SH SOLE 0 0 8954 Ishares MSCI BRZ CAP ETF 464286400 686 14357 SH SOLE 0 0 14357 Ishares IBOXX HI YD ETF 464288513 759 7962 SH SOLE 0 0 7962 Ishares CORE S&P500 ETF 464287200 786 3989 SH SOLE 0 0 3989 Ishares JP MOR EM MK ETF 464288281 822 7133 SH SOLE 0 0 7133 Ishares CORE S&P MCP ETF 464287507 834 5832 SH SOLE 0 0 5832 Ishares 20+ YR TR BD ETF 464287432 880 7759 SH SOLE 0 0 7759 Ishares AGENCY BOND ETF 464288166 1113 9882 SH SOLE 0 0 9882 Ishares EAFE SML CP ETF 464288273 1942 36687 SH SOLE 0 0 36687 Ishares 1-3 YR TR BD ETF 464287457 2480 29318 SH SOLE 0 0 29318 Ishares MSCI ACWI ETF 464288257 7081 117504 SH SOLE 0 0 117504 Ishares CORE TOTUSBD ETF 464287226 9296 84967 SH SOLE 0 0 84967 Ishares Inc CORE MSCI EMKT 46434G103 5189 100373 SH SOLE 0 0 100373 Ishares Morningstar Multi Asset Income Multi Asset Income 46432F875 155 5761 SH SOLE 0 0 5761 Ishares Tr CMBS ETF 46429B366 16 315 SH SOLE 0 0 315 Ishares Tr 0-5 YR TIPS ETF 46429B747 40 390 SH SOLE 0 0 390 Ishares Tr CORE MSCI EAFE 46432F842 55 882 SH SOLE 0 0 882 Ishares Tr FLTG RATE BD ETF 46429B655 233 4588 SH SOLE 0 0 4588 Johnson & Johnson COM 478160104 110 1046 SH SOLE 0 0 1046 Jpmorgan Chase & Co COM 46625H100 10 166 SH SOLE 0 0 166 Kayne Anderson Enrgy Ttl Rt COM 48660P104 589 10280 SH SOLE 0 0 10280 Kayne Anderson Mlp Invt Co COM 486606106 764 19380 SH SOLE 0 0 19380 Kimberly Clark Corp COM 494368103 9 80 SH SOLE 0 0 80 Kla-Tencor Corp Com COM 482480100 11 150 SH SOLE 0 0 150 Lockheed Martin Corp COM 539830109 403 2512 SH SOLE 0 0 2512 M & T Bk Corp COM 55261F104 436 3522 SH SOLE 0 0 3522 Market Vectors Etf Tr CHINAAMC A S ETF 57060U597 720 25628 SH SOLE 0 0 25628 Mccormick & Co Inc COM NON VTG 579780206 21 300 SH SOLE 0 0 300 Mckesson Corp COM 58155Q103 34 185 SH SOLE 0 0 185 Merck & Co Inc New COM 58933Y105 29 500 SH SOLE 0 0 500 Metlife Inc COM 59156R108 4 73 SH SOLE 0 0 73 Microsoft Corp COM 594918104 18 426 SH SOLE 0 0 426 Mohawk Inds Inc COM 608190104 241 1762 SH SOLE 0 0 1762 News Corp New CL A 65249B109 1 50 SH SOLE 0 0 50 Nuance Communications Inc COM 67020Y100 110 5884 SH SOLE 0 0 5884 Nuveen Mun High Income Opp F COM 670682103 19 1455 SH SOLE 0 0 1455 Nuveen Real Estate Income Fd COM 67071B108 205 18305 SH SOLE 0 0 18305 Occidental Pete Corp Del COM 674599105 41 400 SH SOLE 0 0 400 Omnicom Group Inc COM 681919106 14 200 SH SOLE 0 0 200 Parker Hannifin Corp COM 701094104 2 14 SH SOLE 0 0 14 Pfizer Inc COM 717081103 23 762 SH SOLE 0 0 762 Philip Morris Intl Inc COM 718172109 474 5622 SH SOLE 0 0 5622 Phillips 66 COM 718546104 418 5194 SH SOLE 0 0 5194 Pimco Etf Tr ENHAN SHRT MAT 72201R833 43 423 SH SOLE 0 0 423 Pimco Etf Tr 1-5 US TIP IDX 72201R205 544 10156 SH SOLE 0 0 10156 Pimco Etf Tr 1-3YR USTREIDX 72201R106 728 14298 SH SOLE 0 0 14298 Pnc Finl Svcs Group Inc COM 693475105 31 350 SH SOLE 0 0 350 Powershares Db G10 Curcy Har COM UT BEN INT 73935Y102 330 12640 SH SOLE 0 0 12640 Powershares Etf Tr Ii S&P500 LOW VOL 73937B779 24 667 SH SOLE 0 0 667 Powershares Etf Tr Ii S&P500 LOW VOL 73937B779 90 2529 SH SOLE 0 0 2529 Powershares Etf Trust WATER RESOURCE 73935X575 157 5899 SH SOLE 0 0 5899 Powershares Etf Trust Ii CEF INC COMPST 73936Q843 1313 51474 SH SOLE 0 0 51474 Powershares Global Etf Trust INSUR NATL MUN 73936T474 348 14098 SH SOLE 0 0 14098 Powershs Db Multi Sect Comm DB ENERGY FUND 73936B101 11 346 SH SOLE 0 0 346 Powershs Db Multi Sect Comm DB PREC MTLS 73936B200 14 318 SH SOLE 0 0 318 Ppg Inds Inc COM 693506107 73 346 SH SOLE 0 0 346 Procter & Gamble Co COM 742718109 71 902 SH SOLE 0 0 902 Prudential Finl Inc COM 744320102 355 4000 SH SOLE 0 0 4000 Qualcomm Inc COM 747525103 1010 12743 SH SOLE 0 0 12743 Raytheon Co COM NEW 755111507 321 3481 SH SOLE 0 0 3481 Rockwell Automation Inc COM 773903109 226 1780 SH SOLE 0 0 1780 Rocky Mtn Intl Ltd COM 774719108 0 475 SH SOLE 0 0 475 Select Sector Spdr Tr SBI INT-INDS 81369Y704 5 87 SH SOLE 0 0 87 Select Sector Spdr Tr SBI INT-FINL 81369Y605 293 12904 SH SOLE 0 0 12904 Select Sector Spdr Tr SBI CONS STPLS 81369Y308 522 11694 SH SOLE 0 0 11694 Select Sector Spdr Tr SBI INT-UTILS 81369Y886 544 12297 SH SOLE 0 0 12297 Sirius Xm Hldgs Inc COM 82968B103 1 375 SH SOLE 0 0 375 Southern Co COM 842587107 38 835 SH SOLE 0 0 835 Spdr Gold Trust GOLD SHS 78463V107 36 3700 SH Call SOLE 0 0 3700 Spdr Gold Trust GOLD SHS 78463V107 564 4406 SH SOLE 0 0 4406 Spdr Index Shs Fds S&P EM MKT DIV 78463X533 24 597 SH SOLE 0 0 597 Spdr S&P 500 Etf Tr TR UNIT 78462F103 9772 52707 SH SOLE 0 0 52707 Spdr Series Trust S&P BIOTECH 78464A870 5 33 SH SOLE 0 0 33 Spdr Series Trust DB INT GVT ETF 78464A490 75 1215 SH SOLE 0 0 1215 Spdr Series Trust S&P DIVID ETF 78464A763 153 2000 SH SOLE 0 0 2000 Spdr Series Trust BRCLY INTL CRP 78464A151 197 5198 SH SOLE 0 0 5198 Spdr Series Trust BARC SHT TR CP 78464A474 241 7835 SH SOLE 0 0 7835 Spdr Series Trust BRCLYS INTL ETF 78464A516 261 4294 SH SOLE 0 0 4294 Spdr Series Trust SHRT INTL ETF 78464A334 523 14329 SH SOLE 0 0 14329 Spdr Series Trust S&P OILGAS EXP 78464A730 765 9337 SH SOLE 0 0 9337 St Joe Co COM 790148100 8 300 SH SOLE 0 0 300 Stanley Black & Decker Inc COM 854502101 22 255 SH SOLE 0 0 255 Starbucks Corp COM 855244109 500 6464 SH SOLE 0 0 6464 Stryker Corp COM 863667101 4 50 SH SOLE 0 0 50 Target Corp COM 87612E106 288 4970 SH SOLE 0 0 4970 Tejon Ranch Co *W EXP 08/31/201 879080133 0 74 SH SOLE 0 0 74 Tejon Ranch Co COM 879080109 16 500 SH SOLE 0 0 500 Thermo Fisher Scientific Inc COM 883556102 302 2555 SH SOLE 0 0 2555 Travelers Companies Inc COM 89417E109 569 6043 SH SOLE 0 0 6043 Twenty First Centy Fox Inc CL A 90130A101 7 200 SH SOLE 0 0 200 Umpqua Hldgs Corp COM 904214103 0 11 SH SOLE 0 0 11 Under Armour Inc CL A 904311107 643 10808 SH SOLE 0 0 10808 Union Pacific Corp Com COM 907818108 25 250 SH SOLE 0 0 250 United Technologies Corp COM 913017109 216 1874 SH SOLE 0 0 1874 Us Bancorp Del COM NEW 902973304 21 485 SH SOLE 0 0 485 V F Corp COM 918204108 291 4664 SH SOLE 0 0 4664 Valmont Inds Inc COM 920253101 229 1507 SH SOLE 0 0 1507 Vanguard Index Fds SML CP GRW ETF 922908595 84 654 SH SOLE 0 0 654 Vanguard Index Fds SM CP VAL ETF 922908611 87 819 SH SOLE 0 0 819 Vanguard Index Fds REIT ETF 922908553 257 3433 SH SOLE 0 0 3433 Vanguard Intl Equity Index F FTSE EMR MKT ETF 922042858 52 1215 SH SOLE 0 0 1215 Vanguard Scottsdale Fds LG-TERM COR BD 92206C813 81 895 SH SOLE 0 0 895 Vanguard Scottsdale Fds MORTG-BACK SEC 92206C771 296 5616 SH SOLE 0 0 5616 Vanguard Scottsdale Fds SHRT TRM CORP BD 92206C409 348 4334 SH SOLE 0 0 4334 Vanguard Scottsdale Fds SHTRM GVT BD ETF 92206C102 1519 24931 SH SOLE 0 0 24931 Vanguard Whitehall Fds Inc HIGH DIV YLD 921946406 177 2672 SH SOLE 0 0 2672 Verizon Communications Inc COM 92343V104 458 9360 SH SOLE 0 0 9360 Voltari Corp COM NEW 92870X309 0 141 SH SOLE 0 0 141 Wal-Mart Stores Inc COM 931142103 19 251 SH SOLE 0 0 251 Waste Management COM 94106L109 10 222 SH SOLE 0 0 222 Wells Fargo & Co New COM 949746101 230 4394 SH SOLE 0 0 4394 Weyerhaeuser Co COM 962166104 2 50 SH SOLE 0 0 50 Whole Foods Mkt Inc COM 966837106 327 8471 SH SOLE 0 0 8471 Wisdomtree Tr DIV EX-FINL FD 97717W406 94 1269 SH SOLE 0 0 1269 Wisdomtree Tr EM LCL DEBT FD 97717X867 115 2435 SH SOLE 0 0 2435 Wisdomtree Tr EMERG CUR STR FD 97717W133 955 46430 SH SOLE 0 0 46430 Wisdomtree Tr EMERG MKTS ETF 97717W315 1395 26916 SH SOLE 0 0 26916 Wisdomtree Tr GLB EQTY INC FD 97717W877 2041 41325 SH SOLE 0 0 41325 Wisdomtree Tr EMG MKTS SMCAP 97717W281 3731 77767 SH SOLE 0 0 77767 Xilinx Inc COM 983919101 31 663 SH SOLE 0 0 663 Zimmer Hldgs Inc COM 98956P102 5 49 SH SOLE 0 0 49