0001599633-15-000008.txt : 20150817
0001599633-15-000008.hdr.sgml : 20150817
20150814214246
ACCESSION NUMBER: 0001599633-15-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150817
DATE AS OF CHANGE: 20150814
EFFECTIVENESS DATE: 20150817
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: 151057618
BUSINESS ADDRESS:
STREET 1: ALLEGHENY BUILDING
STREET 2: 429 FORBES AVE, SUITE 300
CITY: PITTSBURGH
STATE: PA
ZIP: 15219
BUSINESS PHONE: 4123253970
MAIL ADDRESS:
STREET 1: ALLEGHENY BUILDING
STREET 2: 429 FORBES AVE, SUITE 300
CITY: PITTSBURGH
STATE: PA
ZIP: 15219
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
true
0001599633
XXXXXXXX
06-30-2015
06-30-2015
Fusion Investment Group, LLC
ALLEGHENY BUILDING
429 FORBES AVE, SUITE 300
PITTSBURGH
PA
15219
13F HOLDINGS REPORT
028-16055
N
Scott Dooley
President/CEO
4123253972
Scott Dooley
Pittsburgh
PA
08-14-2015
0
187
129145
false
INFORMATION TABLE
2
fig13F20150630.xml
COLGATE PALMOLIVE CO
COM
194162103
297
4544
SH
SOLE
0
0
4544
HANESBRANDS INC
Consumer Discretionary
410345102
218
6572
SH
SOLE
0
0
6572
INTERNATIONAL BUSINESS MACHS
COM
459200101
7022
43170
SH
SOLE
0
0
43170
ISHARES
CNTRY MIN VL ETF
464286525
443
6356
SH
SOLE
0
0
6356
ISHARES MSCI EMERGING MARKETS ETF
MSCI EMG MKT ETF
464287234
1226
30967
SH
SOLE
0
0
30967
ISHARES 20+ YEAR TREASURY BOND ETF
20+ YR TR BD ETF
464287432
320
2728
SH
SOLE
0
0
2728
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
1702
26821
SH
SOLE
0
0
26821
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
JP MOR EM MK ETF
464288281
1352
12308
SH
SOLE
0
0
12308
ISHARES IBOXX HIGH YIELD COR
IBOXX HI YD ETF
464288513
888
10001
SH
SOLE
0
0
10001
ISHARES 1-3 YEAR CREDIT BOND
Short Duration
464288646
979
9301
SH
SOLE
0
0
9301
QUALCOMM INC
COM
747525103
781
12471
SH
SOLE
0
0
12471
Rocky Mtn Intl Ltd
COM
774719108
0
475
SH
SOLE
0
0
475
UNITED TECHNOLOGIES CORP
COM
913017109
208
1874
SH
SOLE
0
0
1874
ALPS ETF TR
ALERIAN MLP
00162Q866
12
800
SH
SOLE
0
0
800
AT&T INC
COM
00206R102
693
19523
SH
SOLE
0
0
19523
ABBVIE INC
COM
00287Y109
601
8935
SH
SOLE
0
0
8935
ADVANCE AUTO PARTS INC
COM
00751Y106
145
910
SH
SOLE
0
0
910
ADVISORSHARES SAGE CORE RESE
Short Duration
00768Y651
248
2500
SH
SOLE
0
0
2500
ADVISORSHARES TR
STAR GLOB BUYW
00768Y768
22028
826869
SH
SOLE
0
0
826869
AKAMAI TECHNOLOGIES INC
COM
00971T101
139
1990
SH
SOLE
0
0
1990
ALCOA INC
COM
013817101
257
23085
SH
SOLE
0
0
23085
Alcoa Inc 5.9% 02/01/27
COM
013817AJ0
0
10000
SH
SOLE
0
0
10000
ALLIANCEBERNSTEIN GBL HGH IN
COM
01879R106
134
11129
SH
SOLE
0
0
11129
ALTRIA GROUP INC
COM
02209S103
670
13697
SH
SOLE
0
0
13697
AMERICAN ELEC PWR INC
COM
025537101
21
400
SH
SOLE
0
0
400
AMERICAN EXPRESS CO
COM
025816109
425
5474
SH
SOLE
0
0
5474
AMERICAN INTL GROUP INC
*W EXP 01/19/202
026874156
0
2
SH
SOLE
0
0
2
AMERICAN INTL GROUP INC
COM NEW
026874784
0
5
SH
SOLE
0
0
5
APPLE INC
COM
037833100
1238
9869
SH
SOLE
0
0
9869
BAIDU INC
SPON ADR REP A
056752108
60
300
SH
SOLE
0
0
300
BANK HAWAII CORP
COM
062540109
213
3200
SH
SOLE
0
0
3200
BANK NEW YORK MELLON CORP
COM
064058100
63
1500
SH
SOLE
0
0
1500
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
11
363
SH
SOLE
0
0
363
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
394
2894
SH
SOLE
0
0
2894
BRISTOL MYERS SQUIBB CO
COM
110122108
894
13432
SH
SOLE
0
0
13432
CALAMOS CONV & HIGH INCOME F
COM SHS
12811P108
132
9930
SH
SOLE
0
0
9930
CALAMOS STRATEGIC TOTL RETN
COM SH BEN INT
128125101
136
12384
SH
SOLE
0
0
12384
CALIFORNIA RES CORP
COM
13057Q107
1
160
SH
SOLE
0
0
160
CELGENE CORP
COM
151020104
46
400
SH
SOLE
0
0
400
CHUBB CORP
COM
171232101
19
200
SH
SOLE
0
0
200
Cisco Systems Inc
COM
17275R102
705
25699
SH
SOLE
0
0
25699
CITIGROUP INC
COM NEW
172967424
1
20
SH
SOLE
0
0
20
CLAYMORE EXCHANGE TRD FD TR
GUG BULL2018 E
18383M530
453
21291
SH
SOLE
0
0
21291
CLAYMORE EXCHANGE TRD FD TR
GUGG ENH SHT DUR
18383M654
451
9012
SH
SOLE
0
0
9012
CREE INC
COM
225447101
154
5898
SH
SOLE
0
0
5898
CTRIP COM INTL LTD
AMERICAN DEP SHS
22943F100
5
75
SH
SOLE
0
0
75
DNP SELECT INCOME FD
COM
23325P104
4
371
SH
SOLE
0
0
371
DTE ENERGY CO
COM
233331107
103
1380
SH
SOLE
0
0
1380
DELAWARE ENHANCED GBL DIV &
COM
246060107
1
100
SH
SOLE
0
0
100
DIREXION SHS ETF TR
DLY TECH BULL 3X
25459W102
13
384
SH
SOLE
0
0
384
DIREXION SHS ETF TR
DLY DEV MKT BULL
25459W789
24
370
SH
SOLE
0
0
370
DIREXION SHS ETF TR
DRX S&P500BULL
25459W862
156
1769
SH
SOLE
0
0
1769
DIREXION SHS ETF TR
DLY ENRGY BULL3X
25459W888
23
458
SH
SOLE
0
0
458
DIREXION SHS ETF TR
DLY FIN BULL NEW
25459Y694
52
1676
SH
SOLE
0
0
1676
DISNEY WALT CO
COM DISNEY
254687106
881
7723
SH
SOLE
0
0
7723
DOMINION RES INC VA NEW
COM
25746U109
198
2960
SH
SOLE
0
0
2960
DOW CHEM CO
COM
260543103
51
1000
SH
SOLE
0
0
1000
DU PONT E I DE NEMOURS & CO
COM
263534109
177
2781
SH
SOLE
0
0
2781
EXELON CORP
COM
30161N101
290
9218
SH
SOLE
0
0
9218
EXXON MOBIL CORP
COM
30231G102
98
1179
SH
SOLE
0
0
1179
FACEBOOK INC
CL A
30303M102
9
100
SH
SOLE
0
0
100
FEDEX CORP
COM
31428X106
34
200
SH
SOLE
0
0
200
FIRST TR MULTI CP VAL ALPHA
COM SHS
33733C108
915
19683
SH
SOLE
0
0
19683
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
6
90
SH
SOLE
0
0
90
FIRST TR ISE REVERE NAT GAS
COM
33734J102
1
72
SH
SOLE
0
0
72
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
264
5764
SH
SOLE
0
0
5764
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
737
24750
SH
SOLE
0
0
24750
FORD MTR CO DEL
COM PAR $0.01
345370860
15
1000
SH
SOLE
0
0
1000
GENERAL ELECTRIC CO
COM
369604103
1102
41469
SH
SOLE
0
0
41469
GLAXOSMITHKLINE PLC
SPONSORED ADR
3733W105
191
4578
SH
SOLE
0
0
4578
GILEAD SCIENCES INC
COM
375558103
318
2712
SH
SOLE
0
0
2712
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
198
4758
SH
SOLE
0
0
4758
Google Inc Cl A
CL A
38259P508
424
785
SH
SOLE
0
0
785
Google Inc Cl C
CL C
38259P706
556
1066
SH
SOLE
0
0
1066
HOME DEPOT INC
COM
437076102
11
100
SH
SOLE
0
0
100
ISHARES
EM MKT SM-CP ETF
464286475
34
698
SH
SOLE
0
0
698
ISHARES TR
CORE S&P500 ETF
464287200
769
3712
SH
SOLE
0
0
3712
ISHARES TR
CORE US AGGBD ET
464287226
7910
72715
SH
SOLE
0
0
72715
ISHARES MSCI EMERGING MARKETS ETF
MSCI EMG MKT ETF
464287234
17
421
SH
SOLE
0
0
421
ISHARES TR
IBOXX INV CP ETF
464287242
645
5577
SH
SOLE
0
0
5577
ISHARES 20+ YEAR TREASURY BOND ETF
20+ YR TR BD ETF
464287432
1497
12741
SH
SOLE
0
0
12741
ISHARES TR
7-10 Y TR BD ETF
464287440
88
836
SH
SOLE
0
0
836
ISHARES TR
1-3 YR TR BD ETF
464287457
840
9893
SH
SOLE
0
0
9893
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
1309
20616
SH
SOLE
0
0
20616
ISHARES TR
CORE S&P MCP ETF
464287507
785
5232
SH
SOLE
0
0
5232
ISHARES TR NASDAQBIOTECHNOLOGY ETF
NASDQ BIOTEC ETF
464287556
217
588
SH
SOLE
0
0
588
ISHARES TR
RUSSELL 2000 ETF
464287655
71
569
SH
SOLE
0
0
569
ISHARES TR
U.S. INDS ETF
464287754
15
141
SH
SOLE
0
0
141
ISHARES TR
U.S. BAS MTL ETF
464287838
15
187
SH
SOLE
0
0
187
ISHARES
AGENCY BOND ETF
464288166
1123
9918
SH
SOLE
0
0
9918
ISHARES
MSCI AC ASIA ETF
464288182
594
9427
SH
SOLE
0
0
9427
ISHARES
MSCI ACWI ETF
464288257
1584
26644
SH
SOLE
0
0
26644
ISHARES
EAFE SML CP ETF
464288273
344
6742
SH
SOLE
0
0
6742
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
JP MOR EM MK ETF
464288281
85
775
SH
SOLE
0
0
775
iShares Tr Intl Select Divid ETF Index Fd
INTL SEL DIV ETF
464288448
133
4124
SH
SOLE
0
0
4124
ISHARES
DEVSMCP EXNA ETF
464288497
552
11910
SH
SOLE
0
0
11910
ISHARES IBOXX HIGH YIELD COR
IBOXX HI YD ETF
464288513
1925
21671
SH
SOLE
0
0
21671
ISHARES
RESID RL EST CAP
464288562
35
617
SH
SOLE
0
0
617
ISHARES TR
FLTG RATE BD ETF
46429B655
156
3073
SH
SOLE
0
0
3073
ISHARES TR
USA MIN VOL ETF
46429B697
97
2396
SH
SOLE
0
0
2396
Ishares Morningstar Multi Asset Income
MRNGSTR INC ETF
46432F875
135
5471
SH
SOLE
0
0
5471
ISHARES INC
CORE MSCI EMKT
46434G103
2071
43107
SH
SOLE
0
0
43107
JPMORGAN CHASE & CO
COM
46625H100
322
4744
SH
SOLE
0
0
4744
JOHNSON & JOHNSON
COM
478160104
359
3676
SH
SOLE
0
0
3676
KAYNE ANDERSON MLP INVT CO
COM
486606106
227
7389
SH
SOLE
0
0
7389
KINDER MORGAN INC DEL
COM
49456B101
467
12156
SH
SOLE
0
0
12156
L BRANDS INC
COM
501797104
104
1210
SH
SOLE
0
0
1210
LAS VEGAS SANDS CORP
COM
517834107
205
3902
SH
SOLE
0
0
3902
LOCKHEED MARTIN CORP
COM
539830109
202
1087
SH
SOLE
0
0
1087
M & T BK CORP
COM
55261F104
154
1233
SH
SOLE
0
0
1233
MARKET VECTORS ETF TR
VIETNAM ETF
57060U761
384
20596
SH
SOLE
0
0
20596
MCCORMICK & CO INC
COM NON VTG
579780206
145
1790
SH
SOLE
0
0
1790
MERCK & CO INC NEW
COM
58933Y105
23
400
SH
SOLE
0
0
400
MONSANTO CO NEW
COM
61166W101
465
4368
SH
SOLE
0
0
4368
NEWS CORP NEW
CL A
65249B109
0
25
SH
SOLE
0
0
25
NOKIA CORP
SPONSORED ADR
654902204
7
1041
SH
SOLE
0
0
1041
NUVEEN MUN HIGH INCOME OPP F
COM
670682103
19
1455
SH
SOLE
0
0
1455
NUVEEN REAL ESTATE INCOME FD
COM
67071B108
187
18310
SH
SOLE
0
0
18310
OCCIDENTAL PETE CORP DEL
COM
674599105
28
363
SH
SOLE
0
0
363
PG&E CORP
COM
69331C108
197
4027
SH
SOLE
0
0
4027
PNC FINL SVCS GROUP INC
COM
693475105
11
114
SH
SOLE
0
0
114
PARKER HANNIFIN CORP
COM
701094104
2
14
SH
SOLE
0
0
14
PHILIP MORRIS INTL INC
COM
718172109
605
7542
SH
SOLE
0
0
7542
PIMCO ETF TR
1-3YR USTREIDX
72201R106
833
16349
SH
SOLE
0
0
16349
PIMCO ETF TR
1-5 US TIP IDX
72201R205
549
10518
SH
SOLE
0
0
10518
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2
15
SH
SOLE
0
0
15
POWERSHARES DB G10 CURCY HAR
COM UT BEN INT
73935Y102
1
48
SH
SOLE
0
0
48
POWERSHARES ETF TRUST II
CEF INC COMPST
73936Q843
1219
53405
SH
SOLE
0
0
53405
POWERSHARES GLOBAL ETF TRUST
INSUR NATL MUN
73936T474
501
20264
SH
SOLE
0
0
20264
POWERSHARES ETF TR II
S&P500 LOW VOL
73937B779
321
8753
SH
SOLE
0
0
8753
PRUDENTIAL FINL INC
COM
744320102
114
1300
SH
SOLE
0
0
1300
RAYTHEON CO
COM NEW
755111507
260
2725
SH
SOLE
0
0
2725
SPDR S&P 500 ETF TR
US Equity
78462F103
17066
82911
SH
SOLE
0
0
82911
SPDR GOLD TRUST
GOLD SHS
78463V107
666
5921
SH
SOLE
0
0
5921
SPDR BARCLAYS INT CORP BOND
BRCLY INTL CRP
78464A151
711
22604
SH
SOLE
0
0
22604
SPDR SERIES TRUST
SHRT INTL ETF
78464A334
129
4205
SH
SOLE
0
0
4205
SPDR BARCLAYS HIGH YIELD BD
High Yield
78464A417
461
12000
SH
SOLE
0
0
12000
SPDR SERIES TRUST
BARC SHT TR CP
78464A474
129
4214
SH
SOLE
0
0
4214
SPDR SERIES TRUST
DB INT GVT ETF
78464A490
75
1357
SH
SOLE
0
0
1357
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
70
1350
SH
SOLE
0
0
1350
SPDR SERIES TRUST
S&P BIOTECH
78464A870
6
22
SH
SOLE
0
0
22
MATERIALS SELECT SECTOR SPDR
Materials
81369Y100
178
3699
SH
SOLE
0
0
3699
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1892
24444
SH
SOLE
0
0
24444
CONSUMER STAPLES SPDR
Consumer Staples
81369Y308
1058
22225
SH
SOLE
0
0
22225
CONSUMER DISCRETIONARY SELT
Consumer Discretionary
81369Y407
465
6089
SH
SOLE
0
0
6089
ENERGY SELECT SECTOR SPDR
SBI INT-ENERGY
81369Y506
865
10027
SH
SOLE
0
0
10027
FINANCIAL SELECT SECTOR SPDR
SBI INT-FINL
81369Y605
1844
75629
SH
SOLE
0
0
75629
INDUSTRIAL SELECT SECT SPDR
SBI INT-INDS
81369Y704
668
12374
SH
SOLE
0
0
12374
TECHNOLOGY SELECT SECT SPDR
TECHNOLOGY
81369Y803
832
18210
SH
SOLE
0
0
18210
UTILITIES SELECT SECTOR SPDR
SBI INT-UTILS
81369Y886
732
17667
SH
SOLE
0
0
17667
SIRIUS XM HLDGS INC
COM
82968B103
1
375
SH
SOLE
0
0
375
SONOCO PRODS CO
COM
835495102
41
960
SH
SOLE
0
0
960
SOUTHERN CO
COM
842587107
120
2860
SH
SOLE
0
0
2860
STANLEY BLACK & DECKER INC
COM
854502101
25
235
SH
SOLE
0
0
235
STARBUCKS CORP
COM
855244109
862
16064
SH
SOLE
0
0
16064
SUPERVALU INC
COM
868536103
40
5000
SH
SOLE
0
0
5000
TARGET CORP
COM
87612E106
472
5781
SH
SOLE
0
0
5781
TESORO CORP
COM
881609101
84
1000
SH
SOLE
0
0
1000
THERMO FISHER SCIENTIFIC INC
COM
883556102
18
135
SH
SOLE
0
0
135
TRAVELERS COMPANIES INC
COM
89417E109
674
6967
SH
SOLE
0
0
6967
TWENTY FIRST CENTY FOX INC
CL A
90130A101
3
100
SH
SOLE
0
0
100
UNDER ARMOUR INC
CL A
904311107
423
5066
SH
SOLE
0
0
5066
US TREASURY N/B 4.5 2/15/2016
ACCRUED INCOME
912828EW6
1026
1000000
SH
SOLE
0
0
1000000
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
165
2458
SH
SOLE
0
0
2458
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4
96
SH
SOLE
0
0
96
VANGUARD SCOTTSDALE FDS
SHTRM GVT BD ETF
92206C102
846
13840
SH
SOLE
0
0
13840
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
502
6307
SH
SOLE
0
0
6307
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
447
8453
SH
SOLE
0
0
8453
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
62
725
SH
SOLE
0
0
725
VANGUARD INDEX FDS
REIT ETF
922908553
663
8872
SH
SOLE
0
0
8872
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
9
68
SH
SOLE
0
0
68
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
9
84
SH
SOLE
0
0
84
VERIZON COMMUNICATIONS INC
COM
92343V104
544
11666
SH
SOLE
0
0
11666
VMWARE INC
CL A COM
928563402
43
500
SH
SOLE
0
0
500
WAL-MART STORES INC
COM
931142103
14
200
SH
SOLE
0
0
200
WELLS FARGO & CO NEW
COM
949746101
719
12788
SH
SOLE
0
0
12788
WHOLE FOODS MKT INC
COM
966837106
314
7979
SH
SOLE
0
0
7979
WISDOMTREE TR
EQTY INC FD
97717W208
2882
48457
SH
SOLE
0
0
48457
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
2342
53976
SH
SOLE
0
0
53976
WISDOMTREE TR
EMERG MKTS ETF
97717W315
1203
27681
SH
SOLE
0
0
27681
WISDOMTREE TR
GLB EQTY INC FD
97717W877
1506
34687
SH
SOLE
0
0
34687
WISDOMTREE TR
EM LCL DEBT FD
97717X867
77
1973
SH
SOLE
0
0
1973
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
308
3182
SH
SOLE
0
0
3182
EATON CORP PLC
SHS
G29183103
202
2986
SH
SOLE
0
0
2986
EROS INTL PLC
SHS NEW
G3788M114
5
200
SH
SOLE
0
0
200
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
1
72
SH
SOLE
0
0
72
BLACKROCK LIQUIDITY T 60
CASH
X9USDBLKR
1046
1046062
SH
SOLE
0
0
1046062