Relyea Zuckerberg Hanson
Latest statistics and disclosures from Relyea Zuckerberg Hanson's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, IWF, IWD, BIL, and represent 35.60% of Relyea Zuckerberg Hanson's stock portfolio.
- Added to shares of these 10 stocks: Ea Series Trust (+$33M), BIL, SGOV, VEA, GLDM, XLF, JNJ, VONG, XLV, ESGD.
- Started 20 new stock positions in ANET, NBSD, BLNE, ACV, STX, XLU, GM, AEP, VTWG, DASH. VLO, AZO, CEG, ORLY, JEPI, NYF, DELL, NFJ, Ea Series Trust, BOXX.
- Reduced shares in these 10 stocks: AAPL, QQQ, XLI, IWD, VOOG, LPTH, RSP, VUG, BRK.B, IWF.
- Sold out of its positions in AMP, CMCSA, DHR, ETWO, FI, ICE, MDLZ, SBCF, SYY.
- Relyea Zuckerberg Hanson was a net buyer of stock by $28M.
- Relyea Zuckerberg Hanson has $951M in assets under management (AUM), dropping by 11.48%.
- Central Index Key (CIK): 0001793691
Tip: Access up to 7 years of quarterly data
Positions held by Relyea Zuckerberg Hanson consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson holds 270 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.3 | $117M | 244k | 479.61 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 8.9 | $85M | 456k | 186.49 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.9 | $56M | 119k | 468.41 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 4.5 | $42M | -3% | 208k | 203.59 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 4.0 | $38M | +12% | 418k | 91.75 |
|
| Ea Series Trust Alpha Architect | 3.4 | $33M | NEW | 603k | 53.99 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.2 | $30M | +8% | 500k | 59.92 |
|
| Microsoft Corporation (MSFT) | 3.1 | $29M | 56k | 517.95 |
|
|
| Apple (AAPL) | 2.6 | $25M | -14% | 99k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $23M | 126k | 186.58 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $20M | 30k | 666.19 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 1.7 | $16M | +2% | 204k | 80.17 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.5 | $14M | +19% | 141k | 100.70 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.3 | $13M | -10% | 29k | 435.46 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.2 | $11M | -3% | 78k | 145.60 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $11M | -2% | 39k | 281.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $11M | 33k | 328.17 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $11M | 17k | 612.39 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $10M | -18% | 17k | 600.38 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.0 | $9.9M | -2% | 50k | 199.47 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 1.0 | $9.8M | 56k | 174.61 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.0 | $9.2M | 88k | 104.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $8.8M | 28k | 315.44 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $8.4M | 23k | 365.48 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $8.1M | 39k | 208.71 |
|
|
| Amazon (AMZN) | 0.8 | $7.4M | 34k | 219.57 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.8 | $7.4M | 25k | 297.62 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $7.3M | -5% | 62k | 118.44 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $7.3M | 83k | 87.31 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $7.1M | 29k | 243.55 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $7.0M | 29k | 243.10 |
|
|
| Lightpath Technologies Com Cl A (LPTH) | 0.7 | $6.3M | -16% | 796k | 7.93 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.6 | $6.2M | +8% | 66k | 92.98 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $5.9M | 60k | 99.53 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $5.8M | +11% | 32k | 185.42 |
|
| Abbvie (ABBV) | 0.6 | $5.7M | 25k | 231.54 |
|
|
| Visa Com Cl A (V) | 0.6 | $5.5M | +8% | 16k | 341.39 |
|
| Meta Platforms Cl A (META) | 0.6 | $5.4M | 7.4k | 734.37 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.5 | $5.0M | +11% | 42k | 120.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.8M | -13% | 9.6k | 502.74 |
|
| Broadcom (AVGO) | 0.5 | $4.8M | -3% | 15k | 329.92 |
|
| Automatic Data Processing (ADP) | 0.4 | $4.3M | +11% | 15k | 293.50 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.4 | $4.2M | -32% | 28k | 154.23 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $4.2M | 12k | 355.47 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.9M | 35k | 112.75 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $3.8M | +7% | 43k | 89.37 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.7M | -7% | 24k | 153.65 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.4 | $3.6M | -2% | 26k | 135.65 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $3.5M | +36% | 65k | 53.87 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $3.1M | +65% | 41k | 76.45 |
|
| Abbott Laboratories (ABT) | 0.3 | $3.1M | -3% | 23k | 133.94 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.1M | +3% | 11k | 281.23 |
|
| Home Depot (HD) | 0.3 | $2.9M | +2% | 7.3k | 405.21 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.9M | 14k | 215.80 |
|
|
| Tesla Motors (TSLA) | 0.3 | $2.9M | 6.6k | 444.72 |
|
|
| Tetra Tech (TTEK) | 0.3 | $2.8M | +6% | 83k | 33.38 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $2.7M | -17% | 11k | 239.64 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $2.7M | -2% | 8.3k | 320.03 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.4M | -18% | 3.2k | 763.06 |
|
| Coca-Cola Company (KO) | 0.3 | $2.4M | 36k | 66.32 |
|
|
| Fastly Cl A (FSLY) | 0.2 | $2.3M | 274k | 8.55 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.3M | 89k | 26.34 |
|
|
| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.2 | $2.3M | 125k | 18.59 |
|
|
| Cisco Systems (CSCO) | 0.2 | $2.3M | +6% | 34k | 68.42 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $2.3M | 32k | 72.77 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.2M | -2% | 3.3k | 669.22 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.2M | 8.8k | 246.60 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $2.2M | -4% | 32k | 67.51 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.2M | -6% | 3.8k | 568.84 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.2M | +8% | 2.3k | 925.45 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $2.1M | +6% | 47k | 45.08 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $2.0M | +31% | 15k | 139.17 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.0M | +4% | 6.4k | 303.89 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.2 | $1.8M | 33k | 55.33 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $1.8M | -2% | 17k | 103.06 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $1.7M | 7.0k | 247.13 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | -15% | 7.0k | 241.97 |
|
| Goldman Sachs (GS) | 0.2 | $1.6M | -2% | 2.0k | 796.28 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.6M | +7% | 22k | 71.37 |
|
| Blackrock (BLK) | 0.2 | $1.5M | -17% | 1.3k | 1165.89 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $1.5M | 15k | 97.63 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.5M | 8.4k | 176.81 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $1.4M | -10% | 9.0k | 158.97 |
|
| Netflix (NFLX) | 0.1 | $1.4M | 1.2k | 1198.92 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.4M | -19% | 1.9k | 746.81 |
|
| UnitedHealth (UNH) | 0.1 | $1.4M | +13% | 4.0k | 345.28 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.4M | -8% | 6.7k | 201.54 |
|
| Applied Materials (AMAT) | 0.1 | $1.3M | -5% | 6.5k | 204.74 |
|
| Pepsi (PEP) | 0.1 | $1.3M | +6% | 9.5k | 140.43 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.3M | +8% | 26k | 50.07 |
|
| Philip Morris International (PM) | 0.1 | $1.2M | -13% | 7.6k | 162.19 |
|
| Chubb (CB) | 0.1 | $1.2M | 4.2k | 282.22 |
|
|
| Intel Corporation (INTC) | 0.1 | $1.2M | +15% | 34k | 33.55 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.1M | 11k | 103.36 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $1.1M | 23k | 49.39 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $1.1M | 4.6k | 236.38 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.1M | 33k | 31.91 |
|
|
| McKesson Corporation (MCK) | 0.1 | $1.0M | -10% | 1.3k | 772.54 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $973k | 11k | 86.30 |
|
|
| Ecolab (ECL) | 0.1 | $971k | +17% | 3.5k | 273.83 |
|
| Stryker Corporation (SYK) | 0.1 | $968k | 2.6k | 369.69 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $961k | +27% | 15k | 65.00 |
|
| Emerson Electric (EMR) | 0.1 | $954k | 7.3k | 131.19 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $941k | +29% | 1.9k | 484.93 |
|
| Honeywell International (HON) | 0.1 | $936k | -2% | 4.4k | 210.49 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $926k | 5.5k | 167.34 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $922k | +5% | 5.8k | 159.90 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $915k | 18k | 49.83 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $906k | -2% | 18k | 51.59 |
|
| Lowe's Companies (LOW) | 0.1 | $865k | +2% | 3.4k | 251.29 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $848k | 4.7k | 182.42 |
|
|
| International Business Machines (IBM) | 0.1 | $847k | 3.0k | 282.16 |
|
|
| Linde SHS (LIN) | 0.1 | $846k | 1.8k | 475.13 |
|
|
| Progressive Corporation (PGR) | 0.1 | $830k | +18% | 3.4k | 246.96 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $828k | 8.9k | 93.38 |
|
|
| Merck & Co (MRK) | 0.1 | $814k | 9.7k | 83.93 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $808k | -5% | 2.7k | 300.77 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $797k | -36% | 5.7k | 140.94 |
|
| Chevron Corporation (CVX) | 0.1 | $797k | +8% | 5.1k | 155.30 |
|
| Servicenow (NOW) | 0.1 | $775k | 842.00 | 920.28 |
|
|
| Caterpillar (CAT) | 0.1 | $770k | 1.6k | 477.05 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $749k | 7.9k | 95.22 |
|
|
| 3M Company (MMM) | 0.1 | $737k | 4.8k | 155.18 |
|
|
| At&t (T) | 0.1 | $718k | +11% | 25k | 28.24 |
|
| Information Services (III) | 0.1 | $665k | -9% | 116k | 5.75 |
|
| American Water Works (AWK) | 0.1 | $654k | 4.7k | 139.19 |
|
|
| American Express Company (AXP) | 0.1 | $644k | -20% | 1.9k | 332.16 |
|
| Advanced Micro Devices (AMD) | 0.1 | $640k | -3% | 4.0k | 161.79 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $633k | 2.1k | 307.93 |
|
|
| State Street Corporation (STT) | 0.1 | $631k | +10% | 5.4k | 116.01 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $613k | -20% | 6.4k | 96.55 |
|
| Citigroup Com New (C) | 0.1 | $603k | 5.9k | 101.50 |
|
|
| Capital One Financial (COF) | 0.1 | $598k | -4% | 2.8k | 212.61 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $594k | -61% | 3.1k | 189.69 |
|
| Yum! Brands (YUM) | 0.1 | $590k | 3.9k | 152.00 |
|
|
| Qualcomm (QCOM) | 0.1 | $582k | -3% | 3.5k | 166.37 |
|
| Wells Fargo & Company (WFC) | 0.1 | $578k | 6.9k | 83.83 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $576k | 6.1k | 95.14 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $571k | 6.0k | 95.47 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $558k | +4% | 776.00 | 718.54 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $554k | 4.7k | 117.06 |
|
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.1 | $548k | 6.7k | 81.88 |
|
|
| Walt Disney Company (DIS) | 0.1 | $542k | -4% | 4.7k | 114.50 |
|
| salesforce (CRM) | 0.1 | $537k | -15% | 2.3k | 237.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $533k | 4.5k | 118.83 |
|
|
| Uber Technologies (UBER) | 0.1 | $529k | +3% | 5.4k | 97.97 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $528k | 4.4k | 120.72 |
|
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $520k | 5.2k | 100.75 |
|
|
| TJX Companies (TJX) | 0.1 | $516k | 3.6k | 144.53 |
|
|
| Paychex (PAYX) | 0.1 | $514k | 4.1k | 126.76 |
|
|
| Norfolk Southern (NSC) | 0.1 | $514k | 1.7k | 300.41 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $510k | +29% | 4.8k | 106.77 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $509k | 6.5k | 78.34 |
|
|
| Intuit (INTU) | 0.1 | $504k | -2% | 738.00 | 682.91 |
|
| Illinois Tool Works (ITW) | 0.1 | $503k | 1.9k | 260.82 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $500k | -9% | 7.7k | 65.26 |
|
| Aon Shs Cl A (AON) | 0.1 | $500k | 1.4k | 356.66 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $497k | 1.3k | 374.31 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $495k | +18% | 7.4k | 67.06 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $492k | +2% | 3.7k | 133.90 |
|
| Altria (MO) | 0.1 | $486k | -30% | 7.4k | 66.06 |
|
| AFLAC Incorporated (AFL) | 0.1 | $485k | 4.3k | 111.70 |
|
|
| Nextera Energy (NEE) | 0.1 | $485k | -23% | 6.4k | 75.49 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $482k | -9% | 16k | 29.64 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $477k | -3% | 630.00 | 757.66 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $477k | 11k | 44.10 |
|
|
| Ge Vernova (GEV) | 0.0 | $474k | -4% | 771.00 | 614.92 |
|
| Moody's Corporation (MCO) | 0.0 | $472k | 990.00 | 476.48 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $470k | 3.5k | 133.39 |
|
|
| PPG Industries (PPG) | 0.0 | $462k | 4.4k | 105.11 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $459k | -2% | 2.7k | 170.85 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $453k | 1.8k | 254.26 |
|
|
| Corning Incorporated (GLW) | 0.0 | $444k | -19% | 5.4k | 82.03 |
|
| CSX Corporation (CSX) | 0.0 | $441k | 12k | 35.51 |
|
|
| Deere & Company (DE) | 0.0 | $440k | -5% | 962.00 | 457.26 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $440k | 1.9k | 226.91 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $428k | 3.5k | 123.77 |
|
|
| United Rentals (URI) | 0.0 | $420k | -10% | 440.00 | 954.66 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $418k | -8% | 3.4k | 123.76 |
|
| S&p Global (SPGI) | 0.0 | $414k | -11% | 851.00 | 486.79 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $412k | 676.00 | 609.59 |
|
|
| Verizon Communications (VZ) | 0.0 | $407k | -9% | 9.3k | 43.95 |
|
| Southern Company (SO) | 0.0 | $399k | 4.2k | 94.76 |
|
|
| Analog Devices (ADI) | 0.0 | $389k | 1.6k | 245.71 |
|
|
| Church & Dwight (CHD) | 0.0 | $387k | -3% | 4.4k | 87.63 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $371k | 1.4k | 259.44 |
|
|
| Micron Technology (MU) | 0.0 | $370k | 2.2k | 167.32 |
|
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $364k | 9.7k | 37.62 |
|
|
| Waste Management (WM) | 0.0 | $363k | -6% | 1.6k | 220.80 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $362k | 3.3k | 108.97 |
|
|
| Amgen (AMGN) | 0.0 | $361k | -21% | 1.3k | 282.20 |
|
| Starbucks Corporation (SBUX) | 0.0 | $354k | +27% | 4.2k | 84.60 |
|
| Verisk Analytics (VRSK) | 0.0 | $354k | -10% | 1.4k | 251.52 |
|
| Kla Corp Com New (KLAC) | 0.0 | $350k | -4% | 324.00 | 1078.60 |
|
| Nfj Dividend Interest (NFJ) | 0.0 | $349k | NEW | 27k | 13.01 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $345k | 3.1k | 112.35 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $344k | 4.7k | 73.46 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $339k | -2% | 1.4k | 239.40 |
|
| Gilead Sciences (GILD) | 0.0 | $338k | 3.0k | 111.00 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $338k | 4.7k | 72.11 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $336k | 1.7k | 194.50 |
|
|
| Booking Holdings (BKNG) | 0.0 | $329k | -3% | 61.00 | 5399.44 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $328k | -13% | 3.1k | 106.49 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $326k | -24% | 925.00 | 352.75 |
|
| Trimble Navigation (TRMB) | 0.0 | $320k | -5% | 3.9k | 81.65 |
|
| Iron Mountain (IRM) | 0.0 | $320k | 3.1k | 101.95 |
|
|
| Pfizer (PFE) | 0.0 | $319k | -6% | 13k | 25.48 |
|
| Cigna Corp (CI) | 0.0 | $317k | -5% | 1.1k | 288.26 |
|
| Palo Alto Networks (PANW) | 0.0 | $316k | +4% | 1.6k | 203.62 |
|
| PNC Financial Services (PNC) | 0.0 | $316k | 1.6k | 200.93 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $315k | 2.0k | 157.56 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $309k | 733.00 | 422.06 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $307k | +43% | 3.1k | 99.81 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $305k | NEW | 5.7k | 53.35 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $302k | -4% | 1.6k | 192.75 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $299k | NEW | 2.1k | 145.71 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $299k | NEW | 2.6k | 113.85 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $296k | -2% | 2.4k | 121.78 |
|
| Virtus Allianzgi Diversified (ACV) | 0.0 | $290k | NEW | 12k | 24.10 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $286k | -6% | 3.6k | 79.95 |
|
| Constellation Energy (CEG) | 0.0 | $281k | NEW | 854.00 | 329.23 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $276k | 6.3k | 43.83 |
|
|
| Roundhill Etf Trust Glp 1 & Weight L (OZEM) | 0.0 | $275k | 10k | 27.32 |
|
|
| Pure Storage Cl A (PSTG) | 0.0 | $272k | -25% | 3.3k | 83.81 |
|
| Cummins (CMI) | 0.0 | $272k | 645.00 | 422.25 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $271k | 1.9k | 145.64 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $268k | 1.7k | 155.49 |
|
|
| Medtronic SHS (MDT) | 0.0 | $268k | 2.8k | 95.24 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $268k | 762.00 | 351.26 |
|
|
| Kinder Morgan (KMI) | 0.0 | $257k | -3% | 9.1k | 28.31 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $255k | -5% | 511.00 | 499.32 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $255k | 557.00 | 457.29 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $253k | -25% | 1.4k | 183.71 |
|
| Valero Energy Corporation (VLO) | 0.0 | $252k | NEW | 1.5k | 170.27 |
|
| Boeing Company (BA) | 0.0 | $251k | -6% | 1.2k | 215.83 |
|
| AutoZone (AZO) | 0.0 | $249k | NEW | 58.00 | 4290.24 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $249k | +6% | 507.00 | 490.38 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $246k | NEW | 4.3k | 57.09 |
|
| W.W. Grainger (GWW) | 0.0 | $242k | 253.00 | 954.40 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $238k | 1.2k | 196.23 |
|
|
| Nike CL B (NKE) | 0.0 | $238k | 3.4k | 69.72 |
|
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $234k | 3.8k | 61.62 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $234k | 2.4k | 95.90 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $232k | -28% | 519.00 | 447.23 |
|
| American Tower Reit (AMT) | 0.0 | $230k | -16% | 1.2k | 192.33 |
|
| General Motors Company (GM) | 0.0 | $230k | NEW | 3.8k | 60.97 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $227k | -60% | 682.00 | 332.75 |
|
| ResMed (RMD) | 0.0 | $226k | 824.00 | 273.73 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $223k | -3% | 3.7k | 59.70 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $221k | -48% | 4.2k | 53.03 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $219k | NEW | 928.00 | 236.06 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $217k | -13% | 554.00 | 391.64 |
|
| American Electric Power Company (AEP) | 0.0 | $215k | NEW | 1.9k | 112.50 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $213k | 1.6k | 129.73 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $213k | NEW | 2.4k | 87.21 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $213k | -2% | 686.00 | 309.74 |
|
| O'reilly Automotive (ORLY) | 0.0 | $212k | NEW | 2.0k | 107.81 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $210k | 9.0k | 23.28 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $209k | 2.4k | 88.45 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $206k | NEW | 883.00 | 233.72 |
|
| Ocular Therapeutix (OCUL) | 0.0 | $206k | 18k | 11.69 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $204k | 785.00 | 260.44 |
|
|
| Doordash Cl A (DASH) | 0.0 | $202k | NEW | 744.00 | 271.99 |
|
| Neuberger Berman Etf Trust Short Duration I (NBSD) | 0.0 | $202k | NEW | 3.9k | 51.16 |
|
| Dell Technologies CL C (DELL) | 0.0 | $202k | NEW | 1.4k | 141.77 |
|
| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $117k | 23k | 5.08 |
|
|
| Sfl Corporation SHS (SFL) | 0.0 | $95k | 13k | 7.53 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $90k | 23k | 3.87 |
|
|
| Beeline Holdings Com New (BLNE) | 0.0 | $55k | NEW | 14k | 3.96 |
|
Past Filings by Relyea Zuckerberg Hanson
SEC 13F filings are viewable for Relyea Zuckerberg Hanson going back to 2019
- Relyea Zuckerberg Hanson 2025 Q3 filed Oct. 21, 2025
- Relyea Zuckerberg Hanson 2025 Q2 filed July 22, 2025
- Relyea Zuckerberg Hanson 2025 Q1 filed April 16, 2025
- Relyea Zuckerberg Hanson 2024 Q4 filed Jan. 15, 2025
- Relyea Zuckerberg Hanson 2023 Q3 restated filed Oct. 31, 2024
- Relyea Zuckerberg Hanson 2023 Q4 restated filed Oct. 31, 2024
- Relyea Zuckerberg Hanson 2024 Q1 restated filed Oct. 31, 2024
- Relyea Zuckerberg Hanson 2024 Q2 restated filed Oct. 31, 2024
- Relyea Zuckerberg Hanson 2024 Q3 filed Oct. 17, 2024
- Relyea Zuckerberg Hanson 2024 Q2 filed July 17, 2024
- 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