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, VEA, and represent 42.57% of Relyea Zuckerberg Hanson's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$6.2M), QQQ (+$5.9M), XLI, VUG, SGOV, XLY, AVGO, XLF, ESGV, STIP.
- Started 16 new stock positions in VCSH, BMY, CBRE, NKE, AMT, GILD, XLF, AVUV, STIP, MSI. FI, MDT, PLD, MMM, PYPL, SUB.
- Reduced shares in these 10 stocks: EMXC, ARKK, VBR, AIQ, VBK, PEP, , SUSA, INTC, UNH.
- Sold out of its positions in BFK, MVF, DSM, VKQ, VLO.
- Relyea Zuckerberg Hanson was a net buyer of stock by $29M.
- Relyea Zuckerberg Hanson has $657M in assets under management (AUM), dropping by 10.23%.
- Central Index Key (CIK): 0001793691
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Portfolio Holdings for Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson holds 246 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 13.5 | $89M | +3% | 231k | 383.93 |
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| Vanguard Index Fds Value Etf (VTV) | 12.3 | $81M | 463k | 174.57 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.7 | $44M | 117k | 375.38 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 6.4 | $42M | 221k | 189.80 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.7 | $25M | +3% | 465k | 52.81 |
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| Apple (AAPL) | 2.8 | $19M | 79k | 233.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $15M | 27k | 573.77 |
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| Microsoft Corporation (MSFT) | 2.2 | $14M | 34k | 430.30 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.7 | $11M | 33k | 345.29 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.7 | $11M | 58k | 190.72 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.5 | $9.9M | 139k | 70.83 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.4 | $9.5M | +3% | 75k | 126.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $9.1M | 32k | 283.16 |
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| Select Sector Spdr Tr Technology (XLK) | 1.4 | $9.0M | +227% | 40k | 225.76 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $8.8M | -8% | 44k | 200.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $8.3M | +241% | 17k | 488.07 |
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| NVIDIA Corporation (NVDA) | 1.2 | $7.6M | +3% | 62k | 121.44 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.1 | $7.5M | -5% | 28k | 267.37 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.1 | $7.4M | 89k | 82.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $6.9M | 13k | 527.66 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 1.0 | $6.5M | +22% | 64k | 101.65 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $6.2M | -2% | 80k | 78.05 |
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| Amazon (AMZN) | 0.9 | $5.6M | 30k | 186.33 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.9 | $5.6M | -2% | 66k | 85.13 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $4.8M | +3% | 57k | 84.17 |
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| Procter & Gamble Company (PG) | 0.7 | $4.4M | -2% | 25k | 173.20 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $4.2M | 20k | 210.86 |
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| Select Sector Spdr Tr Indl (XLI) | 0.6 | $4.1M | +731% | 30k | 135.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.1M | -3% | 25k | 165.85 |
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| Ishares Msci Emrg Chn (EMXC) | 0.6 | $4.1M | -30% | 67k | 61.11 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.6 | $3.8M | 160k | 23.69 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $3.7M | +183% | 37k | 100.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.6M | +3% | 7.9k | 460.26 |
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| Meta Platforms Cl A (META) | 0.5 | $3.5M | +3% | 6.1k | 572.45 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $3.4M | 14k | 243.06 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.5 | $3.4M | -5% | 28k | 120.37 |
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| UnitedHealth (UNH) | 0.5 | $3.0M | -5% | 5.1k | 584.66 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.9M | 18k | 162.06 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.8M | 24k | 117.22 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $2.8M | +640% | 14k | 200.36 |
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| Visa Com Cl A (V) | 0.4 | $2.7M | -2% | 9.9k | 274.96 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.4M | +2% | 2.7k | 885.81 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $2.4M | -4% | 8.4k | 284.01 |
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| Fastly Cl A (FSLY) | 0.3 | $2.2M | +2% | 295k | 7.57 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $2.2M | +8% | 11k | 200.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.2M | -3% | 13k | 167.19 |
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| Pepsi (PEP) | 0.3 | $2.0M | -11% | 12k | 170.05 |
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| Broadcom (AVGO) | 0.3 | $2.0M | +1039% | 12k | 172.50 |
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| Abbvie (ABBV) | 0.3 | $2.0M | +2% | 10k | 197.48 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.0M | 10k | 198.07 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $2.0M | 29k | 67.85 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.9M | 3.3k | 586.46 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.9M | 36k | 52.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.9M | +4% | 5.3k | 353.46 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.8M | 8.0k | 220.88 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.7M | 3.5k | 493.83 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $1.7M | +4% | 21k | 83.33 |
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| McDonald's Corporation (MCD) | 0.3 | $1.7M | 5.6k | 304.52 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.7M | -8% | 1.9k | 886.59 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $1.6M | -4% | 7.4k | 223.10 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.6M | 9.7k | 166.82 |
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| Automatic Data Processing (ADP) | 0.2 | $1.6M | 5.8k | 276.74 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.6M | 32k | 49.70 |
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| Home Depot (HD) | 0.2 | $1.6M | +3% | 3.9k | 405.25 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.2 | $1.5M | +8% | 1.1M | 1.37 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.4M | +11% | 28k | 51.12 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.4M | -7% | 34k | 41.82 |
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| Tesla Motors (TSLA) | 0.2 | $1.4M | +28% | 5.4k | 261.63 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.4M | -6% | 11k | 128.19 |
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| Coca-Cola Company (KO) | 0.2 | $1.3M | 19k | 71.86 |
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| Applied Materials (AMAT) | 0.2 | $1.3M | 6.5k | 202.05 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.3M | 15k | 83.80 |
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| Chubb (CB) | 0.2 | $1.3M | -8% | 4.4k | 288.39 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.2M | NEW | 28k | 45.32 |
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| Goldman Sachs (GS) | 0.2 | $1.2M | -7% | 2.5k | 495.05 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.2M | +2% | 15k | 80.75 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.2M | 11k | 104.24 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 4.7k | 246.49 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $1.1M | NEW | 11k | 101.32 |
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| Honeywell International (HON) | 0.2 | $1.1M | -3% | 5.3k | 206.70 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.0M | +2% | 1.6k | 618.47 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $993k | 1.7k | 576.82 |
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| Abbott Laboratories (ABT) | 0.2 | $986k | -10% | 8.6k | 114.01 |
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| Merck & Co (MRK) | 0.1 | $986k | -6% | 8.7k | 113.56 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $957k | 10k | 92.46 |
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| Oracle Corporation (ORCL) | 0.1 | $901k | +3% | 5.3k | 170.40 |
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| Stryker Corporation (SYK) | 0.1 | $900k | 2.5k | 361.33 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $899k | +132% | 9.3k | 96.52 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $883k | NEW | 11k | 79.42 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $861k | 8.3k | 104.17 |
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| S&p Global (SPGI) | 0.1 | $824k | +6% | 1.6k | 516.66 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $787k | -40% | 21k | 37.17 |
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| Tetra Tech (TTEK) | 0.1 | $771k | +400% | 16k | 47.16 |
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| McKesson Corporation (MCK) | 0.1 | $763k | 1.5k | 494.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $753k | 12k | 62.32 |
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| Linde SHS (LIN) | 0.1 | $752k | -6% | 1.6k | 477.01 |
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| Cisco Systems (CSCO) | 0.1 | $728k | -2% | 14k | 53.22 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $727k | -7% | 17k | 42.84 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $714k | 8.5k | 83.63 |
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| Ecolab (ECL) | 0.1 | $711k | -2% | 2.8k | 255.30 |
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| Bank of America Corporation (BAC) | 0.1 | $710k | -5% | 18k | 39.68 |
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| Netflix (NFLX) | 0.1 | $709k | +2% | 999.00 | 709.27 |
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| Chevron Corporation (CVX) | 0.1 | $702k | -10% | 4.8k | 147.28 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
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| Advanced Micro Devices (AMD) | 0.1 | $685k | 4.2k | 164.08 |
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| Nextera Energy (NEE) | 0.1 | $683k | -5% | 8.1k | 84.53 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $672k | 8.1k | 83.09 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $672k | 5.3k | 126.81 |
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| American Water Works (AWK) | 0.1 | $666k | 4.6k | 146.25 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $660k | -2% | 5.4k | 121.15 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $647k | -71% | 14k | 47.53 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $645k | 5.9k | 109.33 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $639k | 9.1k | 70.54 |
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| Yum! Brands (YUM) | 0.1 | $636k | -19% | 4.6k | 139.71 |
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| Progressive Corporation (PGR) | 0.1 | $623k | +3% | 2.5k | 253.76 |
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| Caterpillar (CAT) | 0.1 | $618k | +5% | 1.6k | 391.04 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $615k | 3.4k | 179.15 |
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| PPG Industries (PPG) | 0.1 | $615k | -6% | 4.6k | 132.45 |
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| salesforce (CRM) | 0.1 | $607k | +13% | 2.2k | 273.71 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $604k | +3% | 1.2k | 517.78 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $602k | 23k | 26.65 |
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| Danaher Corporation (DHR) | 0.1 | $593k | +8% | 2.1k | 278.06 |
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| Emerson Electric (EMR) | 0.1 | $578k | 5.3k | 109.38 |
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| American Express Company (AXP) | 0.1 | $578k | +3% | 2.1k | 271.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $559k | 4.8k | 116.96 |
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| Illinois Tool Works (ITW) | 0.1 | $551k | -2% | 2.1k | 262.04 |
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| Paychex (PAYX) | 0.1 | $547k | -4% | 4.1k | 134.19 |
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| Walt Disney Company (DIS) | 0.1 | $541k | -18% | 5.6k | 96.19 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $540k | 2.1k | 263.23 |
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| Amgen (AMGN) | 0.1 | $522k | +4% | 1.6k | 322.21 |
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| Church & Dwight (CHD) | 0.1 | $514k | 4.9k | 104.72 |
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| Starbucks Corporation (SBUX) | 0.1 | $510k | +21% | 5.2k | 97.49 |
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| CSX Corporation (CSX) | 0.1 | $506k | 15k | 34.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $506k | 11k | 47.85 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $496k | 4.3k | 114.98 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $494k | 5.3k | 93.80 |
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| Aon Shs Cl A (AON) | 0.1 | $479k | -15% | 1.4k | 346.07 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $476k | 1.7k | 276.79 |
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| AFLAC Incorporated (AFL) | 0.1 | $474k | -4% | 4.2k | 111.79 |
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| Information Services (III) | 0.1 | $474k | 144k | 3.30 |
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| At&t (T) | 0.1 | $466k | +3% | 21k | 22.00 |
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| Moody's Corporation (MCO) | 0.1 | $465k | 980.00 | 474.59 |
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| Qualcomm (QCOM) | 0.1 | $464k | +4% | 2.7k | 170.08 |
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| Lowe's Companies (LOW) | 0.1 | $458k | +4% | 1.7k | 270.91 |
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| International Business Machines (IBM) | 0.1 | $455k | +12% | 2.1k | 221.08 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $447k | +7% | 2.9k | 153.13 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $445k | 8.5k | 52.66 |
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| Ge Aerospace Com New (GE) | 0.1 | $442k | +3% | 2.3k | 188.60 |
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| Pfizer (PFE) | 0.1 | $441k | +14% | 15k | 28.94 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $441k | 2.1k | 206.56 |
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| Verisk Analytics (VRSK) | 0.1 | $433k | -22% | 1.6k | 267.97 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $433k | 6.4k | 67.51 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $431k | 3.5k | 123.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $430k | 1.8k | 237.19 |
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| State Street Corporation (STT) | 0.1 | $429k | 4.8k | 88.48 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $419k | 4.4k | 95.75 |
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| Verizon Communications (VZ) | 0.1 | $417k | +2% | 9.3k | 44.91 |
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| Hartford Financial Services (HIG) | 0.1 | $412k | 3.5k | 117.61 |
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| Cigna Corp (CI) | 0.1 | $411k | 1.2k | 346.45 |
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| Norfolk Southern (NSC) | 0.1 | $403k | +2% | 1.6k | 248.50 |
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| Intuit (INTU) | 0.1 | $402k | +6% | 648.00 | 621.00 |
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| Zoetis Cl A (ZTS) | 0.1 | $396k | +3% | 2.0k | 195.34 |
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| Servicenow (NOW) | 0.1 | $393k | +20% | 439.00 | 894.39 |
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| Philip Morris International (PM) | 0.1 | $392k | +9% | 3.2k | 121.38 |
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| Colgate-Palmolive Company (CL) | 0.1 | $388k | 3.7k | 103.82 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $386k | 3.6k | 108.63 |
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| Deere & Company (DE) | 0.1 | $385k | 922.00 | 417.33 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $385k | -4% | 728.00 | 528.28 |
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| Eaton Corp SHS (ETN) | 0.1 | $382k | +3% | 1.2k | 331.53 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $380k | +6% | 602.00 | 631.39 |
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| Carrier Global Corporation (CARR) | 0.1 | $380k | 4.7k | 80.50 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $378k | +2% | 3.5k | 108.92 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $372k | 3.1k | 119.08 |
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| BlackRock (BLK) | 0.1 | $370k | +12% | 389.00 | 950.14 |
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| Southern Company (SO) | 0.1 | $365k | 4.0k | 90.17 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $364k | -7% | 623.00 | 584.67 |
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| Wells Fargo & Company (WFC) | 0.1 | $360k | +6% | 6.4k | 56.49 |
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| TJX Companies (TJX) | 0.1 | $354k | +10% | 3.0k | 117.54 |
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| Waste Management (WM) | 0.1 | $349k | 1.7k | 207.57 |
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| Iron Mountain (IRM) | 0.1 | $347k | 2.9k | 118.85 |
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| Citigroup Com New (C) | 0.1 | $346k | +4% | 5.5k | 62.60 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $343k | -27% | 4.1k | 84.53 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $343k | +2% | 4.7k | 73.66 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $341k | 5.3k | 64.81 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $339k | 6.2k | 54.33 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $334k | +5% | 8.0k | 41.77 |
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| Uber Technologies (UBER) | 0.1 | $330k | +16% | 4.4k | 75.16 |
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| Boeing Company (BA) | 0.0 | $326k | -22% | 2.1k | 152.04 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $319k | -4% | 1.4k | 230.50 |
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| Omni (OMC) | 0.0 | $316k | 3.1k | 103.40 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $316k | NEW | 3.3k | 95.94 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $314k | 3.4k | 91.92 |
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| Analog Devices (ADI) | 0.0 | $310k | +4% | 1.3k | 230.18 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $306k | 2.6k | 119.80 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $305k | -24% | 2.0k | 154.02 |
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| United Parcel Service CL B (UPS) | 0.0 | $302k | +4% | 2.2k | 136.34 |
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| Clorox Company (CLX) | 0.0 | $301k | -7% | 1.8k | 162.91 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $296k | -12% | 3.4k | 88.14 |
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| Corning Incorporated (GLW) | 0.0 | $293k | -3% | 6.5k | 45.15 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $293k | 7.0k | 41.72 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $289k | 1.6k | 179.30 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $287k | -5% | 2.5k | 115.32 |
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| Discover Financial Services (DFS) | 0.0 | $286k | +3% | 2.0k | 140.30 |
|
| PNC Financial Services (PNC) | 0.0 | $273k | +4% | 1.5k | 184.85 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $273k | +12% | 555.00 | 491.27 |
|
| Paypal Holdings (PYPL) | 0.0 | $273k | NEW | 3.5k | 78.03 |
|
| Anthem (ELV) | 0.0 | $271k | -3% | 521.00 | 520.05 |
|
| Palo Alto Networks (PANW) | 0.0 | $271k | +18% | 792.00 | 341.80 |
|
| Trane Technologies SHS (TT) | 0.0 | $270k | 693.00 | 388.83 |
|
|
| 3M Company (MMM) | 0.0 | $266k | NEW | 1.9k | 136.70 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $264k | +2% | 568.00 | 465.08 |
|
| W.W. Grainger (GWW) | 0.0 | $256k | 246.00 | 1039.72 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $256k | 1.2k | 206.38 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $255k | +11% | 312.00 | 816.10 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $252k | NEW | 2.0k | 124.48 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $251k | 3.8k | 65.91 |
|
|
| Prologis (PLD) | 0.0 | $249k | NEW | 2.0k | 126.29 |
|
| Medtronic SHS (MDT) | 0.0 | $248k | NEW | 2.8k | 90.03 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $247k | NEW | 549.00 | 449.63 |
|
| Fiserv (FI) | 0.0 | $246k | NEW | 1.4k | 179.65 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $243k | +9% | 3.8k | 64.75 |
|
| Hershey Company (HSY) | 0.0 | $240k | -19% | 1.2k | 191.74 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $238k | NEW | 4.6k | 51.74 |
|
| Trimble Navigation (TRMB) | 0.0 | $237k | 3.8k | 62.09 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $235k | 1.4k | 162.92 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $232k | 1.9k | 125.64 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $231k | 1.7k | 135.09 |
|
|
| American Tower Reit (AMT) | 0.0 | $230k | NEW | 990.00 | 232.57 |
|
| ConocoPhillips (COP) | 0.0 | $230k | +8% | 2.2k | 105.29 |
|
| Intellia Therapeutics (NTLA) | 0.0 | $229k | 11k | 20.55 |
|
|
| Pure Storage Cl A (PSTG) | 0.0 | $227k | 4.5k | 50.24 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $226k | NEW | 2.1k | 106.19 |
|
| Nike CL B (NKE) | 0.0 | $224k | NEW | 2.5k | 88.38 |
|
| SYSCO Corporation (SYY) | 0.0 | $222k | -5% | 2.8k | 78.06 |
|
| Intel Corporation (INTC) | 0.0 | $218k | -47% | 9.3k | 23.46 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $217k | 1.1k | 196.13 |
|
|
| Gilead Sciences (GILD) | 0.0 | $216k | NEW | 2.6k | 83.84 |
|
| Micron Technology (MU) | 0.0 | $202k | +9% | 1.9k | 103.71 |
|
| Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $160k | 15k | 10.69 |
|
|
| Ocular Therapeutix (OCUL) | 0.0 | $153k | 18k | 8.70 |
|
|
| Livexlive Media (LVO) | 0.0 | $150k | 158k | 0.95 |
|
|
| Sfl Corporation SHS (SFL) | 0.0 | $126k | 11k | 11.57 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $105k | 23k | 4.55 |
|
|
| E2open Parent Holdings Com Cl A (ETWO) | 0.0 | $86k | 20k | 4.41 |
|
|
| Globalstar (GSAT) | 0.0 | $25k | 20k | 1.24 |
|
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $7.1k | 11k | 0.63 |
|
Past Filings by Relyea Zuckerberg Hanson
SEC 13F filings are viewable for Relyea Zuckerberg Hanson going back to 2019
- 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
- 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