0001599633-15-000009.txt : 20151116
0001599633-15-000009.hdr.sgml : 20151116
20151116112930
ACCESSION NUMBER: 0001599633-15-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150930
FILED AS OF DATE: 20151116
DATE AS OF CHANGE: 20151116
EFFECTIVENESS DATE: 20151116
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: 151232619
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
09-30-2015
09-30-2015
Fusion Investment Group, LLC
ALLEGHENY BUILDING
429 FORBES AVE, SUITE 300
PITTSBURGH
PA
15219
13F HOLDINGS REPORT
028-16055
N
Scott Dooley
President/CEO/CCO
4123253972
Scott Dooley
Pittsburgh
PA
11-16-2015
0
164
42319
false
INFORMATION TABLE
2
2015Q313F-Fusion3.xml
AFLAC INC
COM
001055102
8
136
SH
SOLE
0
0
136
ABBOTT LABS
COM
002824100
5
131
SH
SOLE
0
0
131
ALCOA INC
COM
013817101
223
23085
SH
SOLE
0
0
23085
Altria Group Inc
Common Stock
22096103
369
6791
SH
SOLE
0
0
6791
AMERICAN EXPRESS CO
COM
025816109
403
5433
SH
SOLE
0
0
5433
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
AMGEN INC
COM
031162100
15
105
SH
SOLE
0
0
105
APPLE INC
COM
037833100
970
8797
SH
SOLE
0
0
8797
BAIDU INC
SPON ADR REP A
056752108
41
300
SH
SOLE
0
0
300
BANK NEW YORK MELLON CORP
COM
064058100
59
1500
SH
SOLE
0
0
1500
BAXTER INTL INC
COM
071813109
2
76
SH
SOLE
0
0
76
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
332
2547
SH
SOLE
0
0
2547
BRINKER INTL INC
COM
109641100
5
101
SH
SOLE
0
0
101
BRISTOL MYERS SQUIBB CO
COM
110122108
743
12551
SH
SOLE
0
0
12551
CVS HEALTH CORP
COM
126650100
10
102
SH
SOLE
0
0
102
CELGENE CORP
COM
151020104
17
155
SH
SOLE
0
0
155
CITIGROUP INC
COM NEW
172967424
1
20
SH
SOLE
0
0
20
COCA COLA CO
COM
191216100
9
230
SH
SOLE
0
0
230
CUMMINS INC
COM
231021106
6
59
SH
SOLE
0
0
59
DBX ETF TR
DBXTR HAR CS 300
233051879
395
12203
SH
SOLE
0
0
12203
DTE ENERGY CO
COM
233331107
111
1380
SH
SOLE
0
0
1380
DELAWARE ENHANCED GBL DIV &
COM
246060107
1
100
SH
SOLE
0
0
100
DISNEY WALT CO
COM DISNEY
254687106
677
6624
SH
SOLE
0
0
6624
DOW CHEM CO
COM
260543103
42
1000
SH
SOLE
0
0
1000
ECOLAB INC
COM
278865100
6
53
SH
SOLE
0
0
53
GENERAL ELECTRIC CO
COM
369604103
1027
40698
SH
SOLE
0
0
40698
GILEAD SCIENCES INC
COM
375558103
494
5035
SH
SOLE
0
0
5035
HOME DEPOT INC
COM
437076102
21
182
SH
SOLE
0
0
182
HONEYWELL INTL INC
COM
438516106
11
118
SH
SOLE
0
0
118
ISHARES
EM MKT SM-CP ETF
464286475
28
698
SH
SOLE
0
0
698
ISHARES
EM MK MINVOL ETF
464286533
527
10581
SH
SOLE
0
0
10581
ISHARES TR
CORE S&P500 ETF
464287200
850
4411
SH
SOLE
0
0
4411
ISHARES TR
CORE US AGGBD ET
464287226
602
5497
SH
SOLE
0
0
5497
ISHARES TR
MSCI EMG MKT ETF
464287234
14
421
SH
SOLE
0
0
421
ISHARES TR
IBOXX INV CP ETF
464287242
153
1317
SH
SOLE
0
0
1317
ISHARES TR
7-10 Y TR BD ETF
464287440
186
1721
SH
SOLE
0
0
1721
ISHARES TR
1-3 YR TR BD ETF
464287457
841
9897
SH
SOLE
0
0
9897
ISHARES TR
MSCI EAFE ETF
464287465
1787
31173
SH
SOLE
0
0
31173
ISHARES TR
CORE S&P MCP ETF
464287507
871
6377
SH
SOLE
0
0
6377
ISHARES TR
NASDQ BIOTEC ETF
464287556
178
587
SH
SOLE
0
0
587
ISHARES TR
RUSSELL 2000 ETF
464287655
62
569
SH
SOLE
0
0
569
ISHARES TR
U.S. INDS ETF
464287754
14
141
SH
SOLE
0
0
141
ISHARES TR
U.S. BAS MTL ETF
464287838
12
187
SH
SOLE
0
0
187
ISHARES TR
AGENCY BOND ETF
464288166
1132
9927
SH
SOLE
0
0
9927
ISHARES TR
MSCI AC ASIA ETF
464288182
584
11070
SH
SOLE
0
0
11070
ISHARES TR
MSCI ACWI ETF
464288257
1765
32716
SH
SOLE
0
0
32716
ISHARES TR
EAFE SML CP ETF
464288273
561
11742
SH
SOLE
0
0
11742
ISHARES TR
JP MOR EM MK ETF
464288281
208
1958
SH
SOLE
0
0
1958
ISHARES TR
DEVSMCP EXNA ETF
464288497
617
14053
SH
SOLE
0
0
14053
ISHARES TR
IBOXX HI YD ETF
464288513
117
1402
SH
SOLE
0
0
1402
ISHARES
AGGRES ALLOC ETF
464289859
23
516
SH
SOLE
0
0
516
JOHNSON & JOHNSON
COM
478160104
300
3208
SH
SOLE
0
0
3208
KRAFT HEINZ CO
COM
500754106
257
3637
SH
SOLE
0
0
3637
L BRANDS INC
COM
501797104
109
1210
SH
SOLE
0
0
1210
LAS VEGAS SANDS CORP
COM
517834107
149
3935
SH
SOLE
0
0
3935
LILLY ELI & CO
COM
532457108
10
114
SH
SOLE
0
0
114
LOCKHEED MARTIN CORP
COM
539830109
211
1019
SH
SOLE
0
0
1019
MCCORMICK & CO INC
COM NON VTG
579780206
122
1490
SH
SOLE
0
0
1490
MICROSOFT CORP
COM
594918104
15
343
SH
SOLE
0
0
343
MONDELEZ INTL INC
CL A
609207105
259
6189
SH
SOLE
0
0
6189
NIKE INC
CL B
654106103
16
132
SH
SOLE
0
0
132
NUVEEN MUN HIGH INCOME OPP F
COM
670682103
19
1455
SH
SOLE
0
0
1455
OCCIDENTAL PETE CORP DEL
COM
674599105
24
363
SH
SOLE
0
0
363
PFIZER INC
COM
717081103
11
339
SH
SOLE
0
0
339
PHILIP MORRIS INTL INC
COM
718172109
582
7332
SH
SOLE
0
0
7332
POLARIS INDS INC
COM
731068102
6
52
SH
SOLE
0
0
52
PROCTER & GAMBLE CO
COM
742718109
9
124
SH
SOLE
0
0
124
QUALCOMM INC
COM
747525103
7
139
SH
SOLE
0
0
139
RAYTHEON CO
COM NEW
755111507
297
2723
SH
SOLE
0
0
2723
Rocky Mtn Intl Ltd
Common Stock
774719108
0
475
SH
SOLE
0
0
475
SCHLUMBERGER LTD
COM
806857108
4
60
SH
SOLE
0
0
60
SONOCO PRODS CO
COM
835495102
36
960
SH
SOLE
0
0
960
SOUTHERN CO
COM
842587107
92
2060
SH
SOLE
0
0
2060
STANLEY BLACK & DECKER INC
COM
854502101
23
235
SH
SOLE
0
0
235
STARBUCKS CORP
COM
855244109
748
13170
SH
SOLE
0
0
13170
SUPERVALU INC
COM
868536103
36
5000
SH
SOLE
0
0
5000
TJX COS INC NEW
COM
872540109
4
58
SH
SOLE
0
0
58
TOLL BROTHERS INC
COM
889478103
9
253
SH
SOLE
0
0
253
TORO CO
COM
891092108
13
189
SH
SOLE
0
0
189
UNDER ARMOUR INC
CL A
904311107
431
4448
SH
SOLE
0
0
4448
V F CORP
COM
918204108
9
131
SH
SOLE
0
0
131
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
103
1637
SH
SOLE
0
0
1637
VANGUARD INDEX FDS
REIT ETF
922908553
129
1716
SH
SOLE
0
0
1716
VMWARE INC
CL A COM
928563402
39
500
SH
SOLE
0
0
500
WAL-MART STORES INC
COM
931142103
13
200
SH
SOLE
0
0
200
WELLS FARGO & CO NEW
COM
949746101
609
11862
SH
SOLE
0
0
11862
WHOLE FOODS MKT INC
COM
966837106
310
9796
SH
SOLE
0
0
9796
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
12
155
SH
SOLE
0
0
155
TRAVELERS COMPANIES INC
COM
89417E109
608
6113
SH
SOLE
0
0
6113
AT&T INC
COM
00206R102
618
18979
SH
SOLE
0
0
18979
ABBVIE INC
COM
00287Y109
437
8043
SH
SOLE
0
0
8043
ADVISORSHARES TR
STAR GLOB BUYW
00768Y768
23
906
SH
SOLE
0
0
906
AKAMAI TECHNOLOGIES INC
COM
00971T101
137
1990
SH
SOLE
0
0
1990
Alcoa Inc 5.9% 02/01/27
Corporate Bond
013817AJ0
9
10000
PRN
SOLE
0
0
10
ALLIANCEBERNSTEIN GBL HGH IN
COM
01879R106
130
11765
SH
SOLE
0
0
11765
ALTRIA GROUP INC
COM
02209S103
301
5526
SH
SOLE
0
0
5526
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
9
363
SH
SOLE
0
0
363
BAXALTA INC
COM
07177M103
2
76
SH
SOLE
0
0
76
CDW CORP
COM
12514G108
13
316
SH
SOLE
0
0
316
CALAMOS CONV & HIGH INCOME F
COM SHS
12811P108
122
11185
SH
SOLE
0
0
11185
CALIFORNIA RES CORP
COM
13057Q107
0
160
SH
SOLE
0
0
160
CISCO SYS INC
COM
17275R102
680
25908
SH
SOLE
0
0
25908
CONSTELLATION BRANDS INC
CL A
21036P108
11
91
SH
SOLE
0
0
91
CTRIP COM INTL LTD
AMERICAN DEP SHS
22943F100
5
75
SH
SOLE
0
0
75
DIREXION SHS ETF TR
DLY TECH BULL 3X
25459W102
11
384
SH
SOLE
0
0
384
DIREXION SHS ETF TR
DLY DEV MKT BULL
25459W789
17
370
SH
SOLE
0
0
370
DIREXION SHS ETF TR
DRX S&P500BULL
25459W862
122
1769
SH
SOLE
0
0
1769
DIREXION SHS ETF TR
DLY ENRGY BULL3X
25459W888
12
458
SH
SOLE
0
0
458
DIREXION SHS ETF TR
DLY FIN BULL NEW
25459Y694
42
1676
SH
SOLE
0
0
1676
DOMINION RES INC VA NEW
COM
25746U109
194
2761
SH
SOLE
0
0
2761
EXXON MOBIL CORP
COM
30231G102
63
843
SH
SOLE
0
0
843
FACEBOOK INC
CL A
30303M102
9
100
SH
SOLE
0
0
100
FEDEX CORP
COM
31428X106
29
200
SH
SOLE
0
0
200
FIRST TR MULTI CAP VALUE ALP
COM SHS
33733F101
22
469
SH
SOLE
0
0
469
FIRST TR ISE REVERE NAT GAS
COM
33734J102
0
72
SH
SOLE
0
0
72
FIRST TR EXCHANGE TRADED FD
NASDAQ CEA CYB
33734X846
197
11431
SH
SOLE
0
0
11431
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
727
30973
SH
SOLE
0
0
30973
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
370
9624
SH
SOLE
0
0
9624
Google Inc Cl A
Common Stock
38259P508
446
699
SH
SOLE
0
0
699
Google Inc Cl C
Common Stock
38259P706
614
1009
SH
SOLE
0
0
1009
ISHARES TR
MSCI POL CAP ETF
46429B606
389
18681
SH
SOLE
0
0
18681
ISHARES TR
FLTG RATE BD ETF
46429B655
103
2034
SH
SOLE
0
0
2034
ISHARES TR
USA MIN VOL ETF
46429B697
64
1609
SH
SOLE
0
0
1609
ISHARES TR
MRNGSTR INC ETF
46432F875
132
5571
SH
SOLE
0
0
5571
ISHARES INC
CORE MSCI EMKT
46434G103
2017
50553
SH
SOLE
0
0
50553
JPMORGAN CHASE & CO
COM
46625H100
254
4178
SH
SOLE
0
0
4178
KINDER MORGAN INC DEL
COM
49456B101
678
24466
SH
SOLE
0
0
24466
MARKET VECTORS ETF TR
VIETNAM ETF
57060U761
378
24430
SH
SOLE
0
0
24430
NEWS CORP NEW
CL A
65249B109
0
25
SH
SOLE
0
0
25
NUVEEN REAL ESTATE INCOME FD
COM
67071B108
188
18740
SH
SOLE
0
0
18740
PG&E CORP
COM
69331C108
204
3873
SH
SOLE
0
0
3873
PIMCO ETF TR
1-3YR USTREIDX
72201R106
835
16356
SH
SOLE
0
0
16356
PIMCO ETF TR
1-5 US TIP IDX
72201R205
543
10532
SH
SOLE
0
0
10532
PIMCO ETF TR
LOW DURTN AC ETF
72201R718
239
2378
SH
SOLE
0
0
2378
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
785
7796
SH
SOLE
0
0
7796
POWERSHARES DB G10 CURCY HAR
COM UT BEN INT
73935Y102
1
48
SH
SOLE
0
0
48
SPDR GOLD TRUST
GOLD SHS
78463V107
33
310
SH
SOLE
0
0
310
SPDR SERIES TRUST
BRCLY INTL CRP
78464A151
205
6537
SH
SOLE
0
0
6537
SPDR SERIES TRUST
SHRT INTL ETF
78464A334
293
9757
SH
SOLE
0
0
9757
SPDR SERIES TRUST
BARC SHT TR CP
78464A474
177
5800
SH
SOLE
0
0
5800
SPDR SERIES TRUST
DB INT GVT ETF
78464A490
178
3422
SH
SOLE
0
0
3422
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
151
2895
SH
SOLE
0
0
2895
SPDR SERIES TRUST
S&P BIOTECH
78464A870
4
66
SH
SOLE
0
0
66
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
948
14307
SH
SOLE
0
0
14307
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
229
4845
SH
SOLE
0
0
4845
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
192
3143
SH
SOLE
0
0
3143
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
405
17883
SH
SOLE
0
0
17883
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
218
4361
SH
SOLE
0
0
4361
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
222
5624
SH
SOLE
0
0
5624
SIRIUS XM HLDGS INC
COM
82968B103
1
375
SH
SOLE
0
0
375
3M CO
COM
88579Y101
7
51
SH
SOLE
0
0
51
TWENTY FIRST CENTY FOX INC
CL A
90130A101
3
100
SH
SOLE
0
0
100
UNITEDHEALTH GROUP INC
COM
91324P102
9
75
SH
SOLE
0
0
75
VANGUARD SCOTTSDALE FDS
SHTRM GVT BD ETF
92206C102
847
13846
SH
SOLE
0
0
13846
VERIZON COMMUNICATIONS INC
COM
92343V104
458
10541
SH
SOLE
0
0
10541
WISDOMTREE TR
HIGH DIV FD
97717W208
294
5288
SH
SOLE
0
0
5288
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
1434
40263
SH
SOLE
0
0
40263
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
106
3158
SH
SOLE
0
0
3158
WISDOMTREE TR
EM LCL DEBT FD
97717X867
139
4006
SH
SOLE
0
0
4006
AMDOCS LTD
SHS
G02602103
11
187
SH
SOLE
0
0
187
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
274
2796
SH
SOLE
0
0
2796
EATON CORP PLC
SHS
G29183103
528
10305
SH
SOLE
0
0
10305
EROS INTL PLC
SHS NEW
G3788M114
5
200
SH
SOLE
0
0
200