Relyea Zuckerberg Hanson
Latest statistics and disclosures from Relyea Zuckerberg Hanson's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, IWD, IWF, VEA, and represent 43.47% of Relyea Zuckerberg Hanson's stock portfolio.
- Added to shares of these 10 stocks: VUG, VTV, EMXC, ESGV, ESGU, EGLE, QQQ, VEA, IWF, IWD.
- Started 12 new stock positions in IYW, MDT, ITOT, PSTG, PYPL, UBER, SYY, GWW, LRCX, MGK. VXUS, VLO.
- Reduced shares in these 10 stocks: , VWO, VBR, VBK, EEM, BMY, NUSC, XLI, , ARKW.
- Sold out of its positions in MVT, BMY, IQI, EEM, IEMG, NZF, XLE, YUMC.
- Relyea Zuckerberg Hanson was a net buyer of stock by $17M.
- Relyea Zuckerberg Hanson has $571M in assets under management (AUM), dropping by 11.35%.
- Central Index Key (CIK): 0001793691
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Portfolio Holdings for Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson holds 236 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 13.2 | $75M | +4% | 219k | 344.20 |
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| Vanguard Index Fds Value Etf (VTV) | 13.0 | $74M | +2% | 454k | 162.86 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 6.8 | $39M | 218k | 179.11 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.6 | $38M | +2% | 112k | 337.05 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.9 | $22M | +3% | 439k | 50.17 |
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| Apple (AAPL) | 2.4 | $14M | 80k | 171.48 |
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| Microsoft Corporation (MSFT) | 2.4 | $13M | +4% | 32k | 420.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $12M | 22k | 523.07 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.8 | $10M | 58k | 180.47 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.7 | $9.8M | +2% | 32k | 304.71 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.7 | $9.7M | -5% | 51k | 191.88 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.6 | $9.0M | +2% | 135k | 67.13 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.5 | $8.3M | -4% | 32k | 260.72 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.4 | $8.2M | +13% | 71k | 114.96 |
|
| Eagle Bulk Shipping (EGLE) | 1.4 | $8.1M | +12% | 130k | 62.47 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $7.2M | 28k | 259.90 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.2 | $6.8M | 93k | 73.15 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $5.9M | +6% | 12k | 480.68 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 1.0 | $5.8M | -4% | 69k | 83.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $5.4M | +8% | 73k | 74.22 |
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| Amazon (AMZN) | 0.9 | $5.2M | +6% | 29k | 180.38 |
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| Ishares Msci Emrg Chn (EMXC) | 0.9 | $5.2M | +42% | 91k | 57.57 |
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| NVIDIA Corporation (NVDA) | 0.9 | $5.1M | +7% | 5.6k | 903.64 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $4.7M | +26% | 50k | 93.19 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $4.4M | +8% | 55k | 79.91 |
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| Procter & Gamble Company (PG) | 0.7 | $4.1M | -3% | 25k | 162.25 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $4.0M | +8% | 20k | 200.30 |
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| Fastly Cl A (FSLY) | 0.6 | $3.6M | 280k | 12.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.6M | +6% | 24k | 150.93 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.6 | $3.4M | -3% | 68k | 50.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $3.4M | +33% | 7.6k | 443.99 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.6 | $3.3M | 30k | 109.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.1M | +3% | 7.4k | 420.52 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $3.0M | +2% | 15k | 205.72 |
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| UnitedHealth (UNH) | 0.5 | $2.9M | -6% | 5.9k | 494.66 |
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| Visa Com Cl A (V) | 0.5 | $2.8M | +15% | 10k | 279.09 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.7M | +5% | 17k | 158.19 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.6M | -2% | 23k | 116.24 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $2.5M | +5% | 12k | 208.27 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $2.5M | -6% | 9.2k | 270.79 |
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| Meta Platforms Cl A (META) | 0.4 | $2.4M | +8% | 5.0k | 485.58 |
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| Pepsi (PEP) | 0.4 | $2.4M | +5% | 14k | 175.01 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.9M | +4% | 2.5k | 777.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.9M | +16% | 13k | 152.26 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.8M | 29k | 62.06 |
|
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| Abbvie (ABBV) | 0.3 | $1.8M | +5% | 9.8k | 182.11 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.8M | +19% | 5.1k | 346.58 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.8M | 35k | 50.10 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.7M | 3.4k | 481.60 |
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| McDonald's Corporation (MCD) | 0.3 | $1.6M | 5.7k | 281.95 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $1.6M | 9.9k | 158.82 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $1.6M | +13% | 39k | 40.27 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $1.6M | -4% | 7.6k | 205.99 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.5M | 8.1k | 182.60 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $1.5M | 19k | 78.64 |
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| Home Depot (HD) | 0.3 | $1.4M | 3.8k | 383.61 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | +5% | 2.0k | 732.68 |
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| Automatic Data Processing (ADP) | 0.3 | $1.4M | 5.7k | 249.73 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.2 | $1.4M | 1.0M | 1.38 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.4M | 32k | 42.01 |
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| Applied Materials (AMAT) | 0.2 | $1.3M | 6.3k | 206.23 |
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| Chubb (CB) | 0.2 | $1.3M | 4.9k | 259.14 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.3M | -12% | 11k | 120.99 |
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| Broadcom (AVGO) | 0.2 | $1.3M | +9% | 952.00 | 1324.93 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.2M | 2.3k | 524.42 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.2M | -11% | 5.7k | 210.31 |
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| Honeywell International (HON) | 0.2 | $1.2M | +12% | 5.7k | 205.26 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.2M | +3% | 12k | 100.71 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.7k | 245.93 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.1M | +10% | 22k | 50.60 |
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| Merck & Co (MRK) | 0.2 | $1.1M | +4% | 8.4k | 131.96 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.1M | +2% | 12k | 94.16 |
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| Abbott Laboratories (ABT) | 0.2 | $1.0M | +7% | 9.1k | 113.66 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.0M | 15k | 68.49 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $991k | +40% | 1.7k | 581.29 |
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| Coca-Cola Company (KO) | 0.2 | $988k | +4% | 16k | 61.18 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $985k | -4% | 11k | 88.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $861k | -2% | 1.6k | 525.73 |
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| Stryker Corporation (SYK) | 0.1 | $849k | 2.4k | 357.80 |
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| Walt Disney Company (DIS) | 0.1 | $829k | +11% | 6.8k | 122.36 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $826k | -25% | 20k | 41.59 |
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| McKesson Corporation (MCK) | 0.1 | $826k | 1.5k | 536.85 |
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| Wal-Mart Stores (WMT) | 0.1 | $802k | +204% | 13k | 60.17 |
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| Chevron Corporation (CVX) | 0.1 | $792k | 5.0k | 157.74 |
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| Intel Corporation (INTC) | 0.1 | $792k | +3% | 18k | 44.17 |
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| Tesla Motors (TSLA) | 0.1 | $786k | 4.5k | 175.79 |
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| Yum! Brands (YUM) | 0.1 | $781k | 5.6k | 138.65 |
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| Goldman Sachs (GS) | 0.1 | $770k | -2% | 1.8k | 417.69 |
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| Linde SHS (LIN) | 0.1 | $739k | +2% | 1.6k | 464.38 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $729k | +401% | 12k | 60.74 |
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| PPG Industries (PPG) | 0.1 | $719k | -2% | 5.0k | 144.89 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $692k | 20k | 33.96 |
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| Advanced Micro Devices (AMD) | 0.1 | $689k | 3.8k | 180.49 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $682k | +19% | 4.0k | 169.36 |
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| Cisco Systems (CSCO) | 0.1 | $673k | +4% | 14k | 49.91 |
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| Bank of America Corporation (BAC) | 0.1 | $669k | 18k | 37.92 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $654k | -22% | 8.0k | 81.43 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $650k | -58% | 16k | 41.77 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | 1.00 | 634440.00 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $631k | 25k | 25.39 |
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| Illinois Tool Works (ITW) | 0.1 | $630k | 2.3k | 268.32 |
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| Ecolab (ECL) | 0.1 | $622k | +11% | 2.7k | 230.86 |
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| Oracle Corporation (ORCL) | 0.1 | $614k | +7% | 4.9k | 125.61 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $610k | 7.6k | 79.86 |
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| Emerson Electric (EMR) | 0.1 | $608k | 5.4k | 113.43 |
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| Tetra Tech (TTEK) | 0.1 | $603k | +18% | 3.3k | 184.71 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $603k | 9.1k | 66.57 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $603k | 5.9k | 102.10 |
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| S&p Global (SPGI) | 0.1 | $598k | 1.4k | 425.49 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $596k | +7% | 1.2k | 504.60 |
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| salesforce (CRM) | 0.1 | $583k | 1.9k | 301.18 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $581k | 2.4k | 239.76 |
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| Information Services (III) | 0.1 | $580k | 144k | 4.04 |
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| Aon Shs Cl A (AON) | 0.1 | $562k | 1.7k | 333.78 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $559k | +20% | 5.7k | 97.53 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $552k | NEW | 1.9k | 286.63 |
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| American Water Works (AWK) | 0.1 | $551k | +2% | 4.5k | 122.21 |
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| Netflix (NFLX) | 0.1 | $550k | +8% | 905.00 | 607.33 |
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| CSX Corporation (CSX) | 0.1 | $535k | 14k | 37.07 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $528k | 4.8k | 110.51 |
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| Caterpillar (CAT) | 0.1 | $525k | +5% | 1.4k | 366.55 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $523k | NEW | 3.9k | 135.07 |
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| Paychex (PAYX) | 0.1 | $516k | 4.2k | 122.80 |
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| Church & Dwight (CHD) | 0.1 | $512k | 4.9k | 104.31 |
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| Boeing Company (BA) | 0.1 | $508k | 2.6k | 192.99 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $488k | +7% | 6.1k | 80.62 |
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| Progressive Corporation (PGR) | 0.1 | $482k | +17% | 2.3k | 206.82 |
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| Starbucks Corporation (SBUX) | 0.1 | $472k | +3% | 5.2k | 91.40 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $469k | 4.6k | 101.57 |
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| Amgen (AMGN) | 0.1 | $467k | +22% | 1.6k | 284.32 |
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| Nextera Energy (NEE) | 0.1 | $466k | +3% | 7.3k | 63.91 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $461k | -37% | 3.7k | 125.96 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $456k | 5.3k | 86.66 |
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| American Express Company (AXP) | 0.1 | $456k | 2.0k | 227.69 |
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| Danaher Corporation (DHR) | 0.1 | $443k | +23% | 1.8k | 249.76 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $417k | 8.1k | 51.28 |
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| Deere & Company (DE) | 0.1 | $414k | +7% | 1.0k | 410.74 |
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| Cigna Corp (CI) | 0.1 | $412k | 1.1k | 363.19 |
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| Qualcomm (QCOM) | 0.1 | $412k | +3% | 2.4k | 169.27 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $409k | +3% | 9.4k | 43.35 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $403k | 3.1k | 128.40 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $402k | 840.00 | 478.70 |
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| Norfolk Southern (NSC) | 0.1 | $398k | 1.6k | 254.87 |
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| Intuit (INTU) | 0.1 | $393k | +3% | 605.00 | 650.00 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $392k | 6.4k | 61.53 |
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| Lowe's Companies (LOW) | 0.1 | $389k | +15% | 1.5k | 254.79 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $388k | -8% | 2.6k | 147.73 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $387k | 1.7k | 228.64 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $382k | -20% | 3.6k | 107.60 |
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| General Electric Com New (GE) | 0.1 | $382k | +4% | 2.2k | 175.54 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $373k | +4% | 820.00 | 455.07 |
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| AFLAC Incorporated (AFL) | 0.1 | $372k | 4.3k | 85.85 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $369k | 4.4k | 84.44 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $368k | +4% | 5.1k | 72.34 |
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| Hartford Financial Services (HIG) | 0.1 | $356k | 3.5k | 103.05 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $355k | -6% | 2.7k | 131.37 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $353k | 4.1k | 86.66 |
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| United Parcel Service CL B (UPS) | 0.1 | $352k | +2% | 2.4k | 148.61 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $352k | 633.00 | 555.43 |
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| Hershey Company (HSY) | 0.1 | $351k | +26% | 1.8k | 194.55 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $347k | +3% | 1.9k | 183.89 |
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| Eaton Corp SHS (ETN) | 0.1 | $342k | +3% | 1.1k | 312.61 |
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| Moody's Corporation (MCO) | 0.1 | $341k | 868.00 | 393.03 |
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| Verizon Communications (VZ) | 0.1 | $340k | 8.1k | 41.96 |
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| Wells Fargo & Company (WFC) | 0.1 | $339k | +3% | 5.8k | 57.96 |
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| Verisk Analytics (VRSK) | 0.1 | $337k | +55% | 1.4k | 235.73 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $336k | +42% | 6.2k | 53.81 |
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| Waste Management (WM) | 0.1 | $333k | 1.6k | 213.15 |
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| At&t (T) | 0.1 | $332k | +2% | 19k | 17.60 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $330k | +5% | 4.7k | 70.00 |
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| International Business Machines (IBM) | 0.1 | $328k | +3% | 1.7k | 190.96 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $326k | 29k | 11.07 |
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| Citigroup Com New (C) | 0.1 | $323k | +5% | 5.1k | 63.24 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $323k | +41% | 3.8k | 84.09 |
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| Colgate-Palmolive Company (CL) | 0.1 | $316k | +2% | 3.5k | 90.05 |
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| BlackRock (BLK) | 0.1 | $315k | +24% | 378.00 | 833.89 |
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| Pfizer (PFE) | 0.1 | $309k | +5% | 11k | 27.75 |
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| Zoetis Cl A (ZTS) | 0.1 | $309k | +19% | 1.8k | 169.19 |
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| Livexlive Media (LVO) | 0.1 | $308k | 158k | 1.95 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $304k | 1.4k | 213.31 |
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| Intellia Therapeutics (NTLA) | 0.1 | $302k | -16% | 11k | 27.51 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $300k | -10% | 2.7k | 112.45 |
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| Carrier Global Corporation (CARR) | 0.1 | $298k | +44% | 5.1k | 58.14 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $295k | -12% | 10k | 28.76 |
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| Uber Technologies (UBER) | 0.1 | $295k | NEW | 3.8k | 76.99 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $291k | +13% | 1.7k | 174.20 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $288k | 1.4k | 201.50 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $273k | 7.0k | 38.86 |
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| Applied Therapeutics (APLT) | 0.0 | $272k | 40k | 6.80 |
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| Philip Morris International (PM) | 0.0 | $265k | +7% | 2.9k | 91.62 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $265k | 1.6k | 164.35 |
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| Southern Company (SO) | 0.0 | $264k | 3.7k | 71.75 |
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| Servicenow (NOW) | 0.0 | $263k | +2% | 345.00 | 762.40 |
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| Clorox Company (CLX) | 0.0 | $262k | 1.7k | 153.11 |
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| Analog Devices (ADI) | 0.0 | $260k | +2% | 1.3k | 197.79 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $259k | 1.0k | 247.31 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $255k | 2.8k | 92.72 |
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| ConocoPhillips (COP) | 0.0 | $254k | +5% | 2.0k | 127.29 |
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| Lam Research Corporation (LRCX) | 0.0 | $254k | NEW | 261.00 | 971.58 |
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| Discover Financial Services (DFS) | 0.0 | $253k | -10% | 1.9k | 131.09 |
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| Trimble Navigation (TRMB) | 0.0 | $252k | 3.9k | 64.36 |
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| Iron Mountain (IRM) | 0.0 | $251k | 3.1k | 80.22 |
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| State Street Corporation (STT) | 0.0 | $251k | +19% | 3.2k | 77.31 |
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| TJX Companies (TJX) | 0.0 | $249k | +8% | 2.5k | 101.42 |
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| Gilead Sciences (GILD) | 0.0 | $246k | 3.4k | 73.25 |
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| W.W. Grainger (GWW) | 0.0 | $245k | NEW | 241.00 | 1017.69 |
|
| Anthem (ELV) | 0.0 | $245k | 472.00 | 518.57 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $235k | NEW | 3.5k | 66.99 |
|
| Nike CL B (NKE) | 0.0 | $235k | -33% | 2.5k | 93.97 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $234k | NEW | 4.5k | 51.99 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $226k | +11% | 2.8k | 79.76 |
|
| Prologis (PLD) | 0.0 | $225k | +5% | 1.7k | 130.22 |
|
| Valero Energy Corporation (VLO) | 0.0 | $225k | NEW | 1.3k | 170.71 |
|
| PNC Financial Services (PNC) | 0.0 | $221k | +2% | 1.4k | 161.60 |
|
| SYSCO Corporation (SYY) | 0.0 | $220k | NEW | 2.7k | 81.18 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $219k | 3.8k | 57.70 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $216k | +2% | 517.00 | 418.01 |
|
| Simplify Exchange Traded Fun High Yield Plus (CDX) | 0.0 | $214k | 9.3k | 22.92 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $213k | NEW | 1.8k | 115.33 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $211k | NEW | 3.5k | 60.31 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $211k | 1.7k | 123.15 |
|
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| Medtronic SHS (MDT) | 0.0 | $208k | NEW | 2.4k | 87.15 |
|
| Kinder Morgan (KMI) | 0.0 | $193k | 11k | 18.34 |
|
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| Ocular Therapeutix (OCUL) | 0.0 | $160k | 18k | 9.10 |
|
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| Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $152k | 15k | 10.18 |
|
|
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $146k | 13k | 11.46 |
|
|
| Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $141k | 14k | 10.33 |
|
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| Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $141k | 15k | 9.70 |
|
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| BlackRock MuniVest Fund (MVF) | 0.0 | $141k | 20k | 7.06 |
|
|
| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $140k | 24k | 5.86 |
|
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| Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.0 | $138k | 16k | 8.50 |
|
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| E2open Parent Holdings Com Cl A (ETWO) | 0.0 | $87k | 20k | 4.44 |
|
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| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $52k | +11% | 23k | 2.28 |
|
| Globalstar (GSAT) | 0.0 | $31k | 21k | 1.47 |
|
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| Amarin Corp Spons Adr New (AMRN) | 0.0 | $10k | 11k | 0.89 |
|
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| Chicken Soup For The Soul En Cl A (CSSE) | 0.0 | $2.8k | 18k | 0.16 |
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Past Filings by Relyea Zuckerberg Hanson
SEC 13F filings are viewable for Relyea Zuckerberg Hanson going back to 2019
- Relyea Zuckerberg Hanson 2024 Q1 filed April 22, 2024
- Relyea Zuckerberg Hanson 2023 Q4 filed Jan. 18, 2024
- Relyea Zuckerberg Hanson 2023 Q3 filed Oct. 16, 2023
- Relyea Zuckerberg Hanson 2023 Q2 filed July 17, 2023
- Relyea Zuckerberg Hanson 2023 Q1 filed April 18, 2023
- Relyea Zuckerberg Hanson 2022 Q4 filed Jan. 18, 2023
- Relyea Zuckerberg Hanson 2022 Q3 filed Nov. 2, 2022
- Relyea Zuckerberg Hanson 2022 Q2 filed July 18, 2022
- Relyea Zuckerberg Hanson 2022 Q1 filed April 19, 2022
- Relyea Zuckerberg Hanson 2021 Q4 restated filed Jan. 27, 2022
- Relyea Zuckerberg Hanson 2021 Q4 filed Jan. 14, 2022
- Relyea Zuckerberg Hanson 2021 Q3 filed Oct. 22, 2021
- Relyea Zuckerberg Hanson 2021 Q2 filed July 23, 2021
- Relyea Zuckerberg Hanson 2021 Q1 filed April 29, 2021
- Relyea Zuckerberg Hanson 2020 Q4 filed Jan. 28, 2021
- Relyea Zuckerberg Hanson 2020 Q3 filed Oct. 16, 2020