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 43.73% of Relyea Zuckerberg Hanson's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$6.7M), SBLK, SPY, QQQM, VUG, IWF, VTI, VTV, ABNB, IWD.
- Started 16 new stock positions in CRBN, ISRG, DUK, GLW, ABNB, IJJ, MU, SFL, OMC, TT. SBLK, BOXX, PANW, TMUS, QQQM, IJK.
- Reduced shares in these 10 stocks: Eagle Bulk Shipping (-$8.1M), QQQ, ARKK, VBK, MGK, IYW, VBR, NEA, ARKG, APLT.
- Sold out of its positions in ARKG, APLT, MYI, CVS, CSSE, GILD, VKI, IYW, KMI, NKE. NEA, PYPL, PLD, CDX, MGK, MDT, Eagle Bulk Shipping.
- Relyea Zuckerberg Hanson was a net buyer of stock by $19M.
- Relyea Zuckerberg Hanson has $596M in assets under management (AUM), dropping by 4.47%.
- Central Index Key (CIK): 0001793691
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Portfolio Holdings for Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson holds 235 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 14.0 | $84M | +2% | 224k | 374.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 12.4 | $74M | 462k | 160.41 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 7.1 | $42M | +3% | 116k | 364.51 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 6.5 | $39M | 222k | 174.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.7 | $22M | +2% | 448k | 49.42 |
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| Apple (AAPL) | 2.8 | $17M | 79k | 210.62 |
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| Microsoft Corporation (MSFT) | 2.5 | $15M | +3% | 33k | 446.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $14M | +20% | 26k | 544.23 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.8 | $11M | 32k | 333.45 |
|
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.7 | $10M | 58k | 175.78 |
|
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| Ishares Tr Core Msci Intl (IDEV) | 1.5 | $9.0M | +2% | 138k | 65.64 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.5 | $8.8M | -5% | 48k | 182.52 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.5 | $8.7M | +2% | 73k | 119.32 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $8.6M | +16% | 32k | 267.51 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $7.4M | +974% | 60k | 123.54 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.2 | $7.4M | -7% | 30k | 250.13 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.2 | $7.3M | -2% | 91k | 80.13 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $6.5M | +7% | 13k | 500.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $5.9M | +12% | 81k | 72.64 |
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| Amazon (AMZN) | 1.0 | $5.8M | +3% | 30k | 193.25 |
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| Ishares Msci Emrg Chn (EMXC) | 1.0 | $5.7M | +6% | 97k | 59.20 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.9 | $5.3M | -2% | 68k | 78.03 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $5.1M | +4% | 52k | 96.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $4.6M | +7% | 26k | 182.15 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $4.4M | 55k | 78.78 |
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| Procter & Gamble Company (PG) | 0.7 | $4.3M | +2% | 26k | 164.92 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $4.1M | 20k | 202.26 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.7 | $3.9M | NEW | 160k | 24.38 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.6 | $3.3M | -2% | 30k | 112.37 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.1M | +3% | 7.7k | 406.80 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $3.0M | -3% | 14k | 215.01 |
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| Meta Platforms Cl A (META) | 0.5 | $3.0M | +17% | 5.9k | 504.19 |
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| UnitedHealth (UNH) | 0.5 | $2.8M | -7% | 5.4k | 509.26 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.7M | +6% | 24k | 115.12 |
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| Select Sector Spdr Tr Technology (XLK) | 0.5 | $2.7M | 12k | 226.23 |
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| Visa Com Cl A (V) | 0.4 | $2.7M | +2% | 10k | 262.47 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.6M | +2% | 18k | 146.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.5M | +6% | 13k | 183.42 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.4M | +6% | 2.6k | 905.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.4M | -34% | 5.0k | 479.11 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $2.3M | -5% | 8.8k | 262.52 |
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| Pepsi (PEP) | 0.4 | $2.2M | 14k | 164.94 |
|
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| Fastly Cl A (FSLY) | 0.4 | $2.1M | +3% | 289k | 7.37 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.4 | $2.1M | -29% | 48k | 43.95 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $2.0M | NEW | 10k | 197.12 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.9M | +42% | 3.3k | 576.65 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.9M | 29k | 64.25 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.8M | +24% | 10k | 182.54 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.7M | +4% | 2.1k | 850.05 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.7M | 36k | 48.74 |
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| Abbvie (ABBV) | 0.3 | $1.7M | 10k | 171.52 |
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| Broadcom (AVGO) | 0.3 | $1.6M | +7% | 1.0k | 1605.91 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $1.6M | 7.7k | 210.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.6M | +38% | 8.0k | 202.88 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.6M | +2% | 3.5k | 441.19 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.5M | 5.1k | 303.40 |
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| Applied Materials (AMAT) | 0.3 | $1.5M | +2% | 6.5k | 235.99 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $1.5M | +4% | 20k | 76.57 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.5M | -2% | 9.6k | 152.29 |
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| McDonald's Corporation (MCD) | 0.2 | $1.4M | 5.6k | 254.85 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $1.4M | -5% | 37k | 38.50 |
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| Automatic Data Processing (ADP) | 0.2 | $1.4M | 5.8k | 238.68 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.4M | -2% | 32k | 43.93 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.4M | +9% | 12k | 118.60 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.3M | +12% | 13k | 100.71 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.2 | $1.3M | 1.0M | 1.26 |
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| Home Depot (HD) | 0.2 | $1.3M | 3.7k | 344.22 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.3M | +13% | 25k | 50.11 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $1.3M | +73% | 35k | 35.63 |
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| Chubb (CB) | 0.2 | $1.2M | 4.8k | 255.09 |
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| Goldman Sachs (GS) | 0.2 | $1.2M | +44% | 2.7k | 452.33 |
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| Coca-Cola Company (KO) | 0.2 | $1.2M | +14% | 19k | 63.65 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.2M | 15k | 77.01 |
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| Honeywell International (HON) | 0.2 | $1.2M | -3% | 5.5k | 213.54 |
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| Merck & Co (MRK) | 0.2 | $1.1M | +10% | 9.3k | 123.81 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.1M | 11k | 97.19 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.8k | 226.27 |
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| Abbott Laboratories (ABT) | 0.2 | $1.0M | +6% | 9.7k | 103.91 |
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| Wal-Mart Stores (WMT) | 0.2 | $975k | +8% | 14k | 67.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $942k | +5% | 1.7k | 547.23 |
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| McKesson Corporation (MCK) | 0.2 | $912k | 1.6k | 584.04 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $880k | -6% | 1.6k | 553.17 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $878k | -5% | 11k | 83.67 |
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| Stryker Corporation (SYK) | 0.1 | $843k | +4% | 2.5k | 340.24 |
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| Tesla Motors (TSLA) | 0.1 | $835k | -5% | 4.2k | 197.88 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $832k | +200% | 8.3k | 100.84 |
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| Chevron Corporation (CVX) | 0.1 | $819k | +4% | 5.2k | 156.42 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $803k | NEW | 5.3k | 151.63 |
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| Yum! Brands (YUM) | 0.1 | $752k | 5.7k | 132.46 |
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| Bank of America Corporation (BAC) | 0.1 | $751k | +6% | 19k | 39.77 |
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| Linde SHS (LIN) | 0.1 | $744k | +6% | 1.7k | 438.91 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $723k | -7% | 18k | 39.34 |
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| Oracle Corporation (ORCL) | 0.1 | $722k | +4% | 5.1k | 141.20 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $705k | 12k | 58.52 |
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| Walt Disney Company (DIS) | 0.1 | $688k | +2% | 6.9k | 99.29 |
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| Ecolab (ECL) | 0.1 | $681k | +6% | 2.9k | 238.02 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $669k | +11% | 8.5k | 78.33 |
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| Cisco Systems (CSCO) | 0.1 | $668k | +4% | 14k | 47.51 |
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| Tetra Tech (TTEK) | 0.1 | $668k | 3.3k | 204.47 |
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| S&p Global (SPGI) | 0.1 | $667k | +6% | 1.5k | 446.04 |
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| Advanced Micro Devices (AMD) | 0.1 | $666k | +7% | 4.1k | 162.21 |
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| Netflix (NFLX) | 0.1 | $657k | +7% | 973.00 | 674.88 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $626k | -4% | 1.1k | 555.54 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $625k | 8.0k | 77.83 |
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| PPG Industries (PPG) | 0.1 | $625k | 5.0k | 125.88 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $612k | 1.00 | 612241.00 |
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| Nextera Energy (NEE) | 0.1 | $608k | +17% | 8.6k | 70.81 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $590k | 5.9k | 99.98 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $588k | 9.1k | 64.91 |
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| American Water Works (AWK) | 0.1 | $588k | 4.6k | 129.15 |
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| Emerson Electric (EMR) | 0.1 | $585k | 5.3k | 110.17 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $564k | -14% | 3.4k | 164.29 |
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| Verisk Analytics (VRSK) | 0.1 | $563k | +46% | 2.1k | 269.55 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $560k | -2% | 5.6k | 100.40 |
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| Intel Corporation (INTC) | 0.1 | $545k | 18k | 30.97 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $534k | -9% | 23k | 23.64 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $522k | -13% | 2.1k | 249.58 |
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| Qualcomm (QCOM) | 0.1 | $519k | +7% | 2.6k | 199.17 |
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| Illinois Tool Works (ITW) | 0.1 | $512k | -7% | 2.2k | 236.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $510k | 4.8k | 106.66 |
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| Church & Dwight (CHD) | 0.1 | $509k | 4.9k | 103.68 |
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| Paychex (PAYX) | 0.1 | $507k | 4.3k | 118.56 |
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| Boeing Company (BA) | 0.1 | $502k | +4% | 2.8k | 182.01 |
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| salesforce (CRM) | 0.1 | $502k | 2.0k | 257.10 |
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| Caterpillar (CAT) | 0.1 | $500k | +4% | 1.5k | 333.20 |
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| CSX Corporation (CSX) | 0.1 | $496k | +2% | 15k | 33.45 |
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| Progressive Corporation (PGR) | 0.1 | $493k | 2.4k | 207.67 |
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| Danaher Corporation (DHR) | 0.1 | $493k | +11% | 2.0k | 249.89 |
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| Aon Shs Cl A (AON) | 0.1 | $483k | -2% | 1.6k | 293.64 |
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| Amgen (AMGN) | 0.1 | $482k | -6% | 1.5k | 312.45 |
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| American Express Company (AXP) | 0.1 | $477k | +2% | 2.1k | 231.55 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $462k | -32% | 11k | 43.76 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $454k | +64% | 1.7k | 264.33 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $451k | 3.2k | 142.74 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $446k | 3.7k | 121.87 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $445k | 5.3k | 84.59 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $443k | -6% | 4.3k | 102.72 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $433k | -7% | 5.6k | 77.76 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $430k | +3% | 8.4k | 51.24 |
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| Information Services (III) | 0.1 | $422k | 144k | 2.94 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $409k | 6.4k | 64.00 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $408k | +25% | 2.1k | 194.52 |
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| Moody's Corporation (MCO) | 0.1 | $407k | +11% | 966.00 | 420.93 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $405k | 4.4k | 92.54 |
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| Intuit (INTU) | 0.1 | $401k | 610.00 | 657.21 |
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| AFLAC Incorporated (AFL) | 0.1 | $398k | +2% | 4.5k | 89.31 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $396k | +5% | 5.4k | 73.69 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $395k | +7% | 1.8k | 218.08 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $393k | NEW | 3.5k | 113.46 |
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| At&t (T) | 0.1 | $391k | +8% | 20k | 19.11 |
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| Cigna Corp (CI) | 0.1 | $386k | +2% | 1.2k | 330.58 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $383k | 2.6k | 145.75 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $379k | 3.6k | 106.55 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $376k | 4.0k | 93.80 |
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| Verizon Communications (VZ) | 0.1 | $374k | +12% | 9.1k | 41.24 |
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| Pfizer (PFE) | 0.1 | $373k | +19% | 13k | 27.98 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $364k | NEW | 3.4k | 107.81 |
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| Ge Aerospace Com New (GE) | 0.1 | $361k | +4% | 2.3k | 158.98 |
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| State Street Corporation (STT) | 0.1 | $359k | +49% | 4.9k | 74.00 |
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| Colgate-Palmolive Company (CL) | 0.1 | $358k | +5% | 3.7k | 97.05 |
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| Wells Fargo & Company (WFC) | 0.1 | $357k | +2% | 6.0k | 59.39 |
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| Lowe's Companies (LOW) | 0.1 | $357k | +6% | 1.6k | 220.51 |
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| Waste Management (WM) | 0.1 | $356k | +6% | 1.7k | 213.39 |
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| Eaton Corp SHS (ETN) | 0.1 | $351k | +2% | 1.1k | 313.56 |
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| Deere & Company (DE) | 0.1 | $351k | -6% | 939.00 | 373.63 |
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| Hartford Financial Services (HIG) | 0.1 | $348k | 3.5k | 100.54 |
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| Norfolk Southern (NSC) | 0.1 | $339k | 1.6k | 214.69 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $339k | 1.9k | 182.37 |
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| Zoetis Cl A (ZTS) | 0.1 | $338k | +6% | 2.0k | 173.34 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $337k | 2.7k | 123.80 |
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| Starbucks Corporation (SBUX) | 0.1 | $335k | -16% | 4.3k | 77.86 |
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| Citigroup Com New (C) | 0.1 | $334k | +3% | 5.3k | 63.46 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $334k | -8% | 766.00 | 436.09 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $334k | 6.2k | 53.39 |
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| International Business Machines (IBM) | 0.1 | $316k | +6% | 1.8k | 172.95 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $315k | 1.4k | 218.20 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $314k | -18% | 672.00 | 467.43 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $311k | 3.8k | 81.08 |
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| Southern Company (SO) | 0.1 | $311k | +8% | 4.0k | 77.58 |
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| TJX Companies (TJX) | 0.1 | $300k | +11% | 2.7k | 110.08 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $300k | NEW | 3.4k | 88.12 |
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| Philip Morris International (PM) | 0.1 | $299k | 2.9k | 101.35 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $298k | -19% | 7.6k | 39.16 |
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| Lam Research Corporation (LRCX) | 0.0 | $297k | +6% | 279.00 | 1064.86 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $296k | -4% | 4.5k | 65.45 |
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| Analog Devices (ADI) | 0.0 | $295k | 1.3k | 228.27 |
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| Carrier Global Corporation (CARR) | 0.0 | $293k | -9% | 4.6k | 63.09 |
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| Anthem (ELV) | 0.0 | $292k | +14% | 539.00 | 541.91 |
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| Pure Storage Cl A (PSTG) | 0.0 | $290k | 4.5k | 64.21 |
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| United Parcel Service CL B (UPS) | 0.0 | $289k | -10% | 2.1k | 136.84 |
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| Servicenow (NOW) | 0.0 | $287k | +5% | 365.00 | 786.67 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $287k | -10% | 567.00 | 505.45 |
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| Hershey Company (HSY) | 0.0 | $284k | -14% | 1.5k | 183.78 |
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| Omni (OMC) | 0.0 | $277k | NEW | 3.1k | 89.70 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $277k | -5% | 2.5k | 110.24 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $275k | 1.6k | 170.76 |
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| Uber Technologies (UBER) | 0.0 | $273k | 3.8k | 72.68 |
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| BlackRock (BLK) | 0.0 | $273k | -8% | 346.00 | 787.78 |
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| Clorox Company (CLX) | 0.0 | $273k | +16% | 2.0k | 136.47 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $265k | 7.0k | 37.79 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $265k | NEW | 2.6k | 100.25 |
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| Corning Incorporated (GLW) | 0.0 | $262k | NEW | 6.7k | 38.85 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $260k | +7% | 554.00 | 468.72 |
|
| Iron Mountain (IRM) | 0.0 | $259k | -7% | 2.9k | 89.63 |
|
| Discover Financial Services (DFS) | 0.0 | $256k | 2.0k | 130.82 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $251k | 1.4k | 173.49 |
|
|
| Livexlive Media (LVO) | 0.0 | $248k | 158k | 1.57 |
|
|
| Intellia Therapeutics (NTLA) | 0.0 | $245k | 11k | 22.38 |
|
|
| Micron Technology (MU) | 0.0 | $235k | NEW | 1.8k | 131.53 |
|
| ConocoPhillips (COP) | 0.0 | $231k | 2.0k | 114.39 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $227k | NEW | 689.00 | 329.01 |
|
| Palo Alto Networks (PANW) | 0.0 | $226k | NEW | 666.00 | 339.01 |
|
| W.W. Grainger (GWW) | 0.0 | $223k | +2% | 247.00 | 902.81 |
|
| PNC Financial Services (PNC) | 0.0 | $221k | +3% | 1.4k | 155.48 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $220k | NEW | 495.00 | 444.85 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $220k | 1.8k | 118.78 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $218k | 3.9k | 55.92 |
|
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $218k | 3.8k | 57.29 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $217k | NEW | 1.2k | 176.19 |
|
| SYSCO Corporation (SYY) | 0.0 | $216k | +11% | 3.0k | 71.39 |
|
| Valero Energy Corporation (VLO) | 0.0 | $212k | +3% | 1.4k | 156.77 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $207k | 3.4k | 60.29 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $207k | 1.7k | 121.00 |
|
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $203k | NEW | 1.1k | 183.27 |
|
| Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $152k | 15k | 10.20 |
|
|
| Sfl Corporation SHS (SFL) | 0.0 | $151k | NEW | 11k | 13.88 |
|
| Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $145k | 15k | 9.96 |
|
|
| BlackRock MuniVest Fund (MVF) | 0.0 | $143k | 20k | 7.17 |
|
|
| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $142k | 24k | 5.94 |
|
|
| Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $140k | 14k | 10.21 |
|
|
| Ocular Therapeutix (OCUL) | 0.0 | $120k | 18k | 6.84 |
|
|
| E2open Parent Holdings Com Cl A (ETWO) | 0.0 | $88k | 20k | 4.49 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $88k | +2% | 23k | 3.78 |
|
| Globalstar (GSAT) | 0.0 | $22k | -4% | 20k | 1.12 |
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $7.8k | 11k | 0.69 |
|
Past Filings by Relyea Zuckerberg Hanson
SEC 13F filings are viewable for Relyea Zuckerberg Hanson going back to 2019
- 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
- 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