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 35.20% of Relyea Zuckerberg Hanson's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$5.4M), VUSB, VEA, BIL, NYM, SGOV, XLY, GLDM, ESGV, VTV.
- Started 7 new stock positions in VUSB, BMY, UPS, DOL, WDC, DHR, NYM.
- Reduced shares in these 10 stocks: AAPL, BRK.B, IWF, VBR, VUG, NFJ, SUSA, LPTH, CI, NVDA.
- Sold out of its positions in AMT, AZO, CI, CARR, DELL, DASH, AJG, ITOT, MSI, NKE. ORLY, PSTG, RMD, OZEM, NFJ.
- Relyea Zuckerberg Hanson was a net buyer of stock by $26M.
- Relyea Zuckerberg Hanson has $990M in assets under management (AUM), dropping by 4.08%.
- Central Index Key (CIK): 0001793691
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Portfolio Holdings for Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson holds 262 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.0 | $119M | 243k | 487.86 |
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| Vanguard Index Fds Value Etf (VTV) | 8.9 | $88M | 461k | 190.99 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.6 | $56M | 118k | 473.30 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 4.4 | $44M | 208k | 210.34 |
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| Spdr Series Trust State Street Spd (BIL) | 4.3 | $42M | +10% | 462k | 91.38 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.6 | $36M | +14% | 574k | 62.47 |
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| Ea Series Trust Alpha Architect (AAUS) | 3.3 | $33M | 601k | 55.11 |
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| Microsoft Corporation (MSFT) | 2.7 | $27M | 56k | 483.62 |
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| Apple (AAPL) | 2.6 | $26M | -2% | 96k | 271.86 |
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| NVIDIA Corporation (NVDA) | 2.3 | $23M | 124k | 186.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $20M | 30k | 681.92 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.7 | $17M | 207k | 82.48 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.7 | $17M | +17% | 166k | 100.38 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.3 | $13M | 29k | 444.58 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.2 | $12M | 78k | 148.98 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $11M | 33k | 335.27 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.1 | $11M | +97% | 76k | 143.97 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $11M | 17k | 627.14 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $11M | 17k | 614.30 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.0 | $10M | 50k | 204.85 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.9 | $9.4M | 88k | 106.70 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $9.1M | 29k | 313.80 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $9.1M | 29k | 313.00 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $8.9M | 28k | 322.22 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $8.6M | 23k | 373.44 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $8.4M | +12% | 70k | 120.96 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.8 | $8.3M | 56k | 147.73 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.8 | $8.3M | -3% | 766k | 10.80 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $8.0M | +7% | 89k | 89.46 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $7.8M | -5% | 37k | 211.79 |
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| Amazon (AMZN) | 0.8 | $7.7M | 34k | 230.82 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $7.2M | -3% | 24k | 302.12 |
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| Johnson & Johnson (JNJ) | 0.7 | $6.5M | 32k | 206.95 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $6.5M | +3% | 69k | 95.09 |
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| Abbvie (ABBV) | 0.7 | $6.4M | +14% | 28k | 228.49 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $6.1M | 60k | 101.98 |
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| Visa Com Cl A (V) | 0.6 | $5.6M | 16k | 350.71 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $5.4M | +7% | 45k | 121.75 |
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| Broadcom (AVGO) | 0.5 | $4.9M | -2% | 14k | 346.10 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $4.7M | +34% | 55k | 85.37 |
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| Meta Platforms Cl A (META) | 0.5 | $4.7M | -3% | 7.1k | 660.09 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.6M | 12k | 396.31 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $4.6M | NEW | 93k | 49.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.3M | -11% | 8.5k | 502.65 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.4 | $4.3M | 28k | 155.12 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $4.2M | 35k | 120.34 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $4.2M | +5% | 45k | 92.30 |
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| Automatic Data Processing (ADP) | 0.4 | $3.7M | 15k | 257.22 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $3.6M | 65k | 54.77 |
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| Eli Lilly & Co. (LLY) | 0.4 | $3.5M | +2% | 3.3k | 1074.76 |
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| Ishares Tr Esg Optimized (SUSA) | 0.3 | $3.3M | -9% | 24k | 139.34 |
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| Abbott Laboratories (ABT) | 0.3 | $3.2M | +11% | 26k | 125.29 |
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| Ab Active Etfs New York Interme (NYM) | 0.3 | $3.2M | NEW | 129k | 25.00 |
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| Procter & Gamble Company (PG) | 0.3 | $3.2M | -6% | 22k | 143.31 |
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| Tesla Motors (TSLA) | 0.3 | $2.9M | 6.5k | 449.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.9M | 13k | 219.77 |
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| Fastly Cl A (FSLY) | 0.3 | $2.8M | 274k | 10.18 |
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| Tetra Tech (TTEK) | 0.3 | $2.8M | 83k | 33.54 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.3 | $2.7M | +100% | 23k | 119.41 |
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| Cisco Systems (CSCO) | 0.3 | $2.6M | 34k | 77.03 |
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| Coca-Cola Company (KO) | 0.3 | $2.6M | +2% | 37k | 69.91 |
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| Home Depot (HD) | 0.3 | $2.6M | +2% | 7.5k | 344.11 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $2.6M | -4% | 7.9k | 323.02 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $2.6M | 32k | 81.17 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.5M | +5% | 9.2k | 268.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.5M | +8% | 3.6k | 684.96 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.2 | $2.4M | 125k | 19.22 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.4M | 89k | 26.91 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $2.3M | +4% | 15k | 154.80 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $2.3M | 31k | 72.68 |
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| Oracle Corporation (ORCL) | 0.2 | $2.2M | +3% | 11k | 194.91 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.1M | -2% | 3.7k | 570.91 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $2.1M | -3% | 45k | 45.98 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.0M | +5% | 18k | 111.41 |
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| McDonald's Corporation (MCD) | 0.2 | $2.0M | 6.5k | 305.64 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $1.9M | 33k | 56.81 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | -10% | 2.1k | 862.24 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $1.8M | 7.0k | 252.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | 6.9k | 246.18 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.7M | +3% | 23k | 73.56 |
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| Goldman Sachs (GS) | 0.2 | $1.7M | -5% | 1.9k | 878.92 |
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| Applied Materials (AMAT) | 0.2 | $1.6M | -2% | 6.4k | 256.99 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.5M | 8.4k | 181.21 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.5M | -8% | 8.3k | 177.54 |
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| Merck & Co (MRK) | 0.1 | $1.4M | +40% | 14k | 105.26 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.4M | +8% | 28k | 50.29 |
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| Blackrock (BLK) | 0.1 | $1.4M | 1.3k | 1070.67 |
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| Pepsi (PEP) | 0.1 | $1.4M | +2% | 9.7k | 143.51 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.4M | -2% | 1.8k | 753.97 |
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| Chubb (CB) | 0.1 | $1.3M | 4.2k | 312.09 |
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| Boston Scientific Corporation (BSX) | 0.1 | $1.3M | -11% | 14k | 95.35 |
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| Intel Corporation (INTC) | 0.1 | $1.3M | 35k | 36.90 |
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| Marsh & McLennan Companies | 0.1 | $1.2M | -2% | 6.5k | 185.53 |
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| UnitedHealth (UNH) | 0.1 | $1.2M | -9% | 3.6k | 330.09 |
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| Philip Morris International (PM) | 0.1 | $1.2M | 7.5k | 160.40 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | +5% | 2.0k | 579.42 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $1.2M | 23k | 50.86 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.1M | 11k | 102.39 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | +5% | 5.9k | 183.41 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.1M | 4.6k | 231.33 |
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| McKesson Corporation (MCK) | 0.1 | $1.0M | -5% | 1.3k | 820.29 |
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| Emerson Electric (EMR) | 0.1 | $1.0M | +5% | 7.7k | 132.73 |
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| Bank of America Corporation (BAC) | 0.1 | $997k | +3% | 18k | 55.00 |
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| Caterpillar (CAT) | 0.1 | $967k | +4% | 1.7k | 572.76 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $934k | 5.8k | 161.62 |
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| Netflix (NFLX) | 0.1 | $933k | +738% | 9.9k | 93.76 |
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| Ecolab (ECL) | 0.1 | $929k | 3.5k | 262.55 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $912k | 18k | 49.59 |
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| Stryker Corporation (SYK) | 0.1 | $910k | 2.6k | 351.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $908k | +6% | 9.5k | 96.03 |
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| International Business Machines (IBM) | 0.1 | $900k | 3.0k | 296.21 |
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| Ge Aerospace Com New (GE) | 0.1 | $886k | +7% | 2.9k | 307.98 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $867k | 11k | 76.92 |
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| Lowe's Companies (LOW) | 0.1 | $864k | +4% | 3.6k | 241.18 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $840k | +14% | 17k | 49.65 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $828k | -23% | 25k | 32.62 |
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| Advanced Micro Devices (AMD) | 0.1 | $821k | -3% | 3.8k | 214.16 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $811k | 5.7k | 143.52 |
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| Honeywell International (HON) | 0.1 | $809k | -6% | 4.1k | 195.08 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $803k | -2% | 4.5k | 177.75 |
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| Chevron Corporation (CVX) | 0.1 | $793k | 5.2k | 152.42 |
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| Progressive Corporation (PGR) | 0.1 | $768k | 3.4k | 227.75 |
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| 3M Company (MMM) | 0.1 | $761k | 4.8k | 160.10 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $739k | -3% | 7.6k | 97.76 |
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| Citigroup Com New (C) | 0.1 | $700k | 6.0k | 116.69 |
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| State Street Corporation (STT) | 0.1 | $696k | 5.4k | 129.01 |
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| Linde SHS (LIN) | 0.1 | $696k | -8% | 1.6k | 426.52 |
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| Micron Technology (MU) | 0.1 | $683k | +8% | 2.4k | 285.41 |
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| Capital One Financial (COF) | 0.1 | $681k | 2.8k | 242.40 |
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| Information Services (III) | 0.1 | $668k | 116k | 5.78 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $658k | +29% | 6.2k | 106.69 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $647k | 2.1k | 314.77 |
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| Wells Fargo & Company (WFC) | 0.1 | $645k | 6.9k | 93.21 |
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| American Express Company (AXP) | 0.1 | $644k | -10% | 1.7k | 369.95 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $635k | 3.7k | 171.18 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $616k | +14% | 5.1k | 120.19 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $613k | 6.4k | 96.28 |
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| Yum! Brands (YUM) | 0.1 | $607k | +3% | 4.0k | 151.28 |
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| At&t (T) | 0.1 | $603k | -4% | 24k | 24.84 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $596k | 6.0k | 99.91 |
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| American Water Works (AWK) | 0.1 | $595k | -2% | 4.6k | 130.50 |
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| Qualcomm (QCOM) | 0.1 | $592k | 3.5k | 171.04 |
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| salesforce (CRM) | 0.1 | $582k | -2% | 2.2k | 264.91 |
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| Walt Disney Company (DIS) | 0.1 | $581k | +8% | 5.1k | 113.77 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $576k | 4.7k | 121.28 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $572k | 6.1k | 94.16 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.1 | $565k | 6.7k | 84.24 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $560k | 637.00 | 878.40 |
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| TJX Companies (TJX) | 0.1 | $550k | 3.6k | 153.61 |
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| Ge Vernova (GEV) | 0.1 | $548k | +8% | 839.00 | 653.59 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $539k | 4.4k | 123.26 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $532k | 789.00 | 673.82 |
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| Nextera Energy (NEE) | 0.1 | $530k | +2% | 6.6k | 80.28 |
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| Corning Incorporated (GLW) | 0.1 | $528k | +11% | 6.0k | 87.56 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $523k | 6.5k | 80.22 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $506k | 7.7k | 66.00 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $505k | -3% | 5.0k | 101.82 |
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| Aon Shs Cl A (AON) | 0.1 | $502k | 1.4k | 352.96 |
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| Norfolk Southern (NSC) | 0.1 | $497k | 1.7k | 288.72 |
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| Moody's Corporation (MCO) | 0.0 | $493k | -2% | 964.00 | 510.85 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $489k | 16k | 30.07 |
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| AFLAC Incorporated (AFL) | 0.0 | $486k | 4.4k | 110.27 |
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| Intuit (INTU) | 0.0 | $481k | 726.00 | 662.42 |
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| Amphenol Corp Cl A (APH) | 0.0 | $478k | +4% | 3.5k | 135.15 |
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| Hartford Financial Services (HIG) | 0.0 | $471k | -2% | 3.4k | 137.80 |
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| Illinois Tool Works (ITW) | 0.0 | $466k | -2% | 1.9k | 246.29 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $465k | +53% | 4.0k | 115.09 |
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| Uber Technologies (UBER) | 0.0 | $463k | +4% | 5.7k | 81.71 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $460k | 1.8k | 257.98 |
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| Ishares Tr Low Carbon Optim (CRBN) | 0.0 | $452k | 2.0k | 230.58 |
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| CSX Corporation (CSX) | 0.0 | $450k | 12k | 36.25 |
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| Amgen (AMGN) | 0.0 | $450k | +7% | 1.4k | 327.31 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $450k | -6% | 10k | 44.65 |
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| Deere & Company (DE) | 0.0 | $447k | 960.00 | 465.57 |
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| Paychex (PAYX) | 0.0 | $442k | -2% | 3.9k | 112.18 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $442k | +50% | 780.00 | 566.36 |
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| PPG Industries (PPG) | 0.0 | $435k | -3% | 4.2k | 102.46 |
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| Altria (MO) | 0.0 | $431k | 7.5k | 57.66 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $421k | 2.7k | 154.14 |
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| Paypal Holdings (PYPL) | 0.0 | $420k | -2% | 7.2k | 58.38 |
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| Analog Devices (ADI) | 0.0 | $418k | -2% | 1.5k | 271.21 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $414k | 1.4k | 287.25 |
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| Servicenow (NOW) | 0.0 | $404k | +213% | 2.6k | 153.19 |
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| S&p Global (SPGI) | 0.0 | $403k | -9% | 770.00 | 522.68 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $399k | +70% | 5.2k | 76.23 |
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| Gilead Sciences (GILD) | 0.0 | $399k | +6% | 3.3k | 122.74 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $398k | 3.4k | 117.23 |
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| Eaton Corp SHS (ETN) | 0.0 | $395k | -6% | 1.2k | 318.39 |
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| Kla Corp Com New (KLAC) | 0.0 | $395k | 325.00 | 1215.08 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $394k | -34% | 2.1k | 191.54 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $386k | 676.00 | 570.46 |
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| Southern Company (SO) | 0.0 | $383k | +4% | 4.4k | 87.19 |
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| Waste Management (WM) | 0.0 | $378k | +4% | 1.7k | 219.68 |
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| Pfizer (PFE) | 0.0 | $376k | +20% | 15k | 24.90 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $374k | -2% | 3.2k | 116.10 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $366k | +4% | 10k | 36.21 |
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| Booking Holdings (BKNG) | 0.0 | $364k | +11% | 68.00 | 5355.49 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $359k | 4.8k | 75.44 |
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| United Rentals (URI) | 0.0 | $350k | 433.00 | 809.32 |
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| Church & Dwight (CHD) | 0.0 | $349k | -5% | 4.2k | 83.85 |
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| Starbucks Corporation (SBUX) | 0.0 | $347k | 4.1k | 84.21 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $338k | 1.7k | 198.62 |
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| PNC Financial Services (PNC) | 0.0 | $333k | 1.6k | 208.73 |
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| Cummins (CMI) | 0.0 | $329k | 645.00 | 510.52 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $319k | 2.0k | 160.79 |
|
|
| Verizon Communications (VZ) | 0.0 | $317k | -15% | 7.8k | 40.73 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $316k | +11% | 4.0k | 79.03 |
|
| Trimble Navigation (TRMB) | 0.0 | $307k | 3.9k | 78.35 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $306k | 5.7k | 53.51 |
|
|
| General Motors Company (GM) | 0.0 | $306k | 3.8k | 81.33 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $305k | -7% | 2.8k | 107.11 |
|
| Palo Alto Networks (PANW) | 0.0 | $300k | +5% | 1.6k | 184.20 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $285k | -14% | 2.6k | 108.64 |
|
| Trane Technologies SHS (TT) | 0.0 | $284k | 729.00 | 389.29 |
|
|
| Constellation Energy (CEG) | 0.0 | $284k | -6% | 802.00 | 353.44 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $280k | -14% | 4.0k | 70.41 |
|
| Metropcs Communications (TMUS) | 0.0 | $277k | -3% | 1.4k | 203.05 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $275k | -6% | 2.3k | 121.31 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $270k | 1.7k | 156.67 |
|
|
| Danaher Corporation (DHR) | 0.0 | $268k | NEW | 1.2k | 228.98 |
|
| Virtus Allianzgi Diversified (ACV) | 0.0 | $264k | -16% | 10k | 26.29 |
|
| Medtronic SHS (MDT) | 0.0 | $261k | -3% | 2.7k | 96.06 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $261k | +7% | 842.00 | 310.24 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $261k | +3% | 576.00 | 453.36 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $259k | -3% | 2.0k | 131.03 |
|
| W.W. Grainger (GWW) | 0.0 | $256k | 253.00 | 1010.85 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $254k | 1.6k | 162.64 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $252k | 1.2k | 205.02 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $249k | 4.4k | 57.25 |
|
|
| Kinder Morgan (KMI) | 0.0 | $247k | 9.0k | 27.49 |
|
|
| Boeing Company (BA) | 0.0 | $246k | -2% | 1.1k | 217.12 |
|
| Verisk Analytics (VRSK) | 0.0 | $245k | -22% | 1.1k | 223.70 |
|
| Cadence Design Systems (CDNS) | 0.0 | $241k | 770.00 | 312.58 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $241k | 1.5k | 162.80 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $240k | -2% | 496.00 | 483.78 |
|
| Iron Mountain (IRM) | 0.0 | $240k | -7% | 2.9k | 82.96 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $237k | 2.4k | 96.89 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $235k | -27% | 670.00 | 349.99 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $234k | 684.00 | 342.73 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $233k | -8% | 846.00 | 275.39 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $233k | -17% | 5.2k | 45.05 |
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $227k | 3.8k | 59.67 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $225k | NEW | 2.3k | 99.21 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $223k | 4.2k | 52.88 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $222k | -6% | 474.00 | 468.76 |
|
| American Electric Power Company (AEP) | 0.0 | $220k | 1.9k | 115.31 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $220k | 9.1k | 24.04 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $218k | NEW | 4.0k | 53.94 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $217k | 1.7k | 131.61 |
|
|
| Western Digital (WDC) | 0.0 | $216k | NEW | 1.3k | 172.27 |
|
| Ocular Therapeutix (OCUL) | 0.0 | $214k | 18k | 12.14 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $212k | -11% | 1.2k | 173.47 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $210k | -8% | 2.2k | 97.13 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $210k | +101% | 4.9k | 42.69 |
|
| Wisdomtree Tr True Developed I (DOL) | 0.0 | $204k | NEW | 3.1k | 65.86 |
|
| Neuberger Berman Etf Trust Short Duration I (NBSD) | 0.0 | $204k | 4.0k | 51.19 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $204k | -2% | 864.00 | 235.95 |
|
| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $159k | 23k | 6.88 |
|
|
| Sfl Corporation SHS (SFL) | 0.0 | $99k | 13k | 7.81 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $65k | 23k | 2.81 |
|
|
| Beeline Holdings Com New (BLNE) | 0.0 | $24k | 14k | 1.72 |
|
Past Filings by Relyea Zuckerberg Hanson
SEC 13F filings are viewable for Relyea Zuckerberg Hanson going back to 2019
- Relyea Zuckerberg Hanson 2025 Q4 filed Jan. 20, 2026
- 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