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, BIL, IWD, and represent 34.07% of Relyea Zuckerberg Hanson's stock portfolio.
- Added to shares of these 10 stocks: AVTM (+$18M), AAUA (+$17M), SGOV (+$17M), BIL, VONG, VTI, VEA, MRSH, VUG, NYM.
- Started 22 new stock positions in WMB, BKR, JCI, AAUA, GD, SCHD, FDX, PSX, SHLD, AGNC. ELDN, WELL, QTUM, ET, MSI, AZO, DELL, CI, EPD, AVTM, TRV, EQIX.
- Reduced shares in these 10 stocks: AAUS (-$8.1M), AAPL, , XLI, XLF, MSFT, SBLK, EMXC, NVDA, JPM.
- Sold out of its positions in ADBE, JEPI, NDAQ, PYPL, XLV, UPS, VTWG, ACV.
- Relyea Zuckerberg Hanson was a net buyer of stock by $39M.
- Relyea Zuckerberg Hanson has $995M in assets under management (AUM), dropping by 0.46%.
- Central Index Key (CIK): 0001793691
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Portfolio Holdings for Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson holds 276 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 10.8 | $108M | 247k | 436.79 |
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| Vanguard Index Fds Value Etf (VTV) | 9.1 | $91M | 464k | 196.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.0 | $50M | 117k | 426.40 |
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| Spdr Series Trust State Street Spd (BIL) | 4.7 | $46M | +9% | 506k | 91.64 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 4.4 | $44M | 207k | 213.67 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.9 | $39M | +5% | 607k | 64.08 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.3 | $33M | +99% | 331k | 100.66 |
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| Ea Series Trust Alpha Architect (AAUS) | 2.3 | $23M | -25% | 446k | 52.38 |
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| Apple (AAPL) | 2.1 | $21M | -15% | 81k | 253.79 |
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| NVIDIA Corporation (NVDA) | 2.1 | $21M | -5% | 117k | 174.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.9 | $19M | 30k | 650.34 |
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| Microsoft Corporation (MSFT) | 1.9 | $19M | -6% | 52k | 370.17 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.8 | $18M | +2% | 213k | 83.57 |
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| American Centy Etf Tr Avantis Total Eq (AVTM) | 1.8 | $18M | NEW | 371k | 47.01 |
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| Ea Series Trust Alpha Architect (AAUA) | 1.7 | $17M | NEW | 340k | 48.94 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $13M | +20% | 40k | 320.81 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.2 | $12M | 29k | 407.69 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.1 | $11M | 78k | 141.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $11M | +5% | 18k | 577.19 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $10M | 18k | 597.55 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.0 | $10M | 50k | 203.79 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.0 | $9.7M | -4% | 73k | 132.90 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $8.4M | +4% | 93k | 90.53 |
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| Johnson & Johnson (JNJ) | 0.8 | $8.4M | +9% | 34k | 244.44 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.8 | $8.3M | -3% | 85k | 97.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $8.2M | 29k | 287.56 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $8.2M | 23k | 356.56 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $8.0M | 37k | 217.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $7.9M | -5% | 27k | 286.86 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $7.8M | 69k | 112.27 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.8 | $7.7M | 766k | 10.03 |
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| Fastly Cl A (FSLY) | 0.8 | $7.6M | -5% | 260k | 29.06 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.8 | $7.5M | +53% | 69k | 109.69 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $7.4M | +2% | 25k | 302.25 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $7.0M | -14% | 24k | 294.16 |
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| Amazon (AMZN) | 0.7 | $6.9M | 33k | 208.27 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.7 | $6.7M | 56k | 120.61 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $6.6M | 69k | 95.62 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.7 | $6.6M | 59k | 110.47 |
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| Abbvie (ABBV) | 0.6 | $6.1M | 28k | 217.49 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $5.9M | +14% | 63k | 92.69 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $5.7M | -5% | 33k | 169.66 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $5.4M | +16% | 108k | 49.79 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $5.0M | 12k | 430.29 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.5 | $4.5M | +7% | 49k | 93.74 |
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| Broadcom (AVGO) | 0.5 | $4.5M | +2% | 15k | 309.52 |
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| Ab Active Etfs New York Interme (NYM) | 0.4 | $4.0M | +25% | 162k | 24.95 |
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| Meta Platforms Cl A (META) | 0.4 | $4.0M | 7.0k | 572.14 |
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| Visa Com Cl A (V) | 0.4 | $3.9M | -18% | 13k | 302.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.7M | -10% | 7.7k | 479.20 |
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| Ishares Tr Esg Optimized (SUSA) | 0.3 | $3.2M | 24k | 132.10 |
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| Procter & Gamble Company (PG) | 0.3 | $3.1M | -2% | 22k | 144.44 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.9M | -2% | 3.2k | 919.84 |
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| Marsh & McLennan Companies (MRSH) | 0.3 | $2.9M | +157% | 17k | 173.45 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.9M | 13k | 215.07 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $2.8M | 32k | 88.16 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $2.5M | 23k | 108.98 |
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| Abbott Laboratories (ABT) | 0.2 | $2.5M | -7% | 24k | 102.67 |
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| Tesla Motors (TSLA) | 0.2 | $2.4M | 6.5k | 371.75 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.4M | +15% | 2.4k | 996.41 |
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| Coca-Cola Company (KO) | 0.2 | $2.4M | -15% | 31k | 76.05 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.4M | 3.6k | 653.25 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $2.4M | -5% | 7.5k | 313.80 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $2.3M | -47% | 15k | 161.73 |
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| Applied Materials (AMAT) | 0.2 | $2.3M | +5% | 6.7k | 341.79 |
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| Automatic Data Processing (ADP) | 0.2 | $2.3M | -23% | 11k | 203.18 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.3M | 89k | 25.64 |
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| Cisco Systems (CSCO) | 0.2 | $2.2M | -16% | 28k | 77.59 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.2M | -5% | 17k | 124.28 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $2.1M | 45k | 47.02 |
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| Tetra Tech (TTEK) | 0.2 | $2.1M | -14% | 71k | 30.12 |
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| Home Depot (HD) | 0.2 | $2.0M | -16% | 6.2k | 328.90 |
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| McDonald's Corporation (MCD) | 0.2 | $1.9M | -5% | 6.1k | 310.77 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $1.9M | 34k | 56.58 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.9M | +10% | 25k | 75.10 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.8M | -3% | 3.6k | 499.67 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | 6.9k | 247.99 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.7M | +21% | 34k | 49.89 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $1.7M | 7.0k | 237.63 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.6M | 8.5k | 189.59 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.5M | +10% | 9.2k | 164.58 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.1 | $1.5M | -48% | 64k | 22.97 |
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| Chubb (CB) | 0.1 | $1.5M | +6% | 4.5k | 325.90 |
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| Oracle Corporation (ORCL) | 0.1 | $1.4M | -14% | 9.7k | 147.11 |
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| Goldman Sachs (GS) | 0.1 | $1.4M | -12% | 1.6k | 845.90 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $1.4M | -57% | 28k | 49.37 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.3M | 1.8k | 697.89 |
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| Merck & Co (MRK) | 0.1 | $1.2M | -23% | 10k | 120.28 |
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| Caterpillar (CAT) | 0.1 | $1.2M | +2% | 1.7k | 708.32 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | +13% | 5.9k | 206.91 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | +5% | 6.2k | 192.91 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.1M | 11k | 103.43 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.1M | +128% | 10k | 113.11 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.1M | -54% | 14k | 78.66 |
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| Netflix (NFLX) | 0.1 | $1.1M | +15% | 12k | 96.15 |
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| Pepsi (PEP) | 0.1 | $1.1M | -27% | 7.1k | 155.29 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.1M | -3% | 4.4k | 242.64 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $1.1M | 23k | 46.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | -42% | 5.3k | 198.28 |
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| UnitedHealth (UNH) | 0.1 | $982k | 3.6k | 270.57 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $981k | +7% | 20k | 49.50 |
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| Intel Corporation (INTC) | 0.1 | $976k | -36% | 22k | 44.13 |
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| Philip Morris International (PM) | 0.1 | $932k | -24% | 5.6k | 165.35 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $919k | 9.5k | 97.13 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $901k | +36% | 6.2k | 146.28 |
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| Ge Aerospace Com New (GE) | 0.1 | $892k | +9% | 3.1k | 283.76 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $889k | -11% | 1.8k | 491.47 |
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| Bank of America Corporation (BAC) | 0.1 | $881k | 18k | 48.75 |
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| Boston Scientific Corporation (BSX) | 0.1 | $858k | 14k | 62.75 |
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| Honeywell International (HON) | 0.1 | $852k | -9% | 3.8k | 226.05 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $848k | +174% | 14k | 59.03 |
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| Corning Incorporated (GLW) | 0.1 | $839k | +2% | 6.2k | 135.97 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $837k | 5.7k | 148.11 |
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| Linde SHS (LIN) | 0.1 | $836k | +3% | 1.7k | 495.90 |
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| Micron Technology (MU) | 0.1 | $834k | +3% | 2.5k | 337.84 |
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| Lowe's Companies (LOW) | 0.1 | $831k | 3.5k | 236.27 |
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| Stryker Corporation (SYK) | 0.1 | $824k | -3% | 2.5k | 328.61 |
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| Ecolab (ECL) | 0.1 | $809k | -14% | 3.0k | 266.01 |
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| Advanced Micro Devices (AMD) | 0.1 | $807k | +3% | 4.0k | 203.43 |
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| McKesson Corporation (MCK) | 0.1 | $775k | -29% | 895.00 | 865.36 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $771k | 7.6k | 101.74 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $753k | -5% | 3.5k | 213.66 |
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| International Business Machines (IBM) | 0.1 | $753k | +2% | 3.1k | 242.39 |
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| At&t (T) | 0.1 | $752k | +6% | 26k | 28.99 |
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| Ge Vernova (GEV) | 0.1 | $749k | +2% | 858.00 | 872.96 |
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| Nextera Energy (NEE) | 0.1 | $747k | +21% | 8.0k | 92.88 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $740k | 25k | 29.13 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $734k | -3% | 11k | 67.59 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $732k | +14% | 5.9k | 124.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $709k | +8% | 6.7k | 106.50 |
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| Citigroup Com New (C) | 0.1 | $691k | 6.1k | 113.41 |
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| Blackrock (BLK) | 0.1 | $678k | -46% | 705.00 | 962.29 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $650k | +15% | 6.9k | 93.98 |
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| Emerson Electric (EMR) | 0.1 | $647k | -35% | 4.9k | 131.02 |
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| State Street Corporation (STT) | 0.1 | $623k | -8% | 4.9k | 126.56 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $620k | 6.4k | 97.24 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $615k | 2.1k | 298.78 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $605k | +6% | 676.00 | 894.70 |
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| salesforce (CRM) | 0.1 | $595k | +44% | 3.2k | 186.67 |
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| TJX Companies (TJX) | 0.1 | $580k | 3.6k | 159.70 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $566k | 6.1k | 92.74 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $563k | +19% | 4.8k | 116.30 |
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| Analog Devices (ADI) | 0.1 | $552k | +12% | 1.7k | 318.15 |
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| Deere & Company (DE) | 0.1 | $552k | 979.00 | 563.30 |
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| Progressive Corporation (PGR) | 0.1 | $551k | -17% | 2.8k | 198.27 |
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| Wells Fargo & Company (WFC) | 0.1 | $545k | 6.8k | 79.62 |
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| Yum! Brands (YUM) | 0.1 | $542k | -13% | 3.5k | 155.48 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $541k | 4.8k | 113.60 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.1 | $538k | 6.7k | 80.06 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $534k | 4.9k | 109.22 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $524k | +17% | 4.0k | 130.96 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $522k | +4% | 6.8k | 76.55 |
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| American Express Company (AXP) | 0.1 | $519k | 1.7k | 302.48 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $517k | 7.7k | 67.53 |
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| Amgen (AMGN) | 0.1 | $510k | +5% | 1.4k | 351.85 |
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| Capital One Financial (COF) | 0.1 | $506k | 2.8k | 182.46 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $504k | 16k | 30.96 |
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| Illinois Tool Works (ITW) | 0.0 | $496k | 1.9k | 260.35 |
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| AFLAC Incorporated (AFL) | 0.0 | $491k | 4.5k | 109.71 |
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| Aon Shs Cl A (AON) | 0.0 | $480k | +4% | 1.5k | 322.85 |
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| Verizon Communications (VZ) | 0.0 | $475k | +21% | 9.5k | 50.20 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $470k | +28% | 13k | 36.11 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $467k | 1.8k | 261.92 |
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| Hartford Financial Services (HIG) | 0.0 | $466k | 3.4k | 135.23 |
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| Kla Corp Com New (KLAC) | 0.0 | $464k | -3% | 315.00 | 1472.41 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $454k | 10k | 45.06 |
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| Eaton Corp SHS (ETN) | 0.0 | $452k | 1.3k | 357.62 |
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| Information Services (III) | 0.0 | $449k | 117k | 3.84 |
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| Gilead Sciences (GILD) | 0.0 | $447k | 3.2k | 139.37 |
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| Amphenol Corp Cl A (APH) | 0.0 | $447k | 3.5k | 126.34 |
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| Pfizer (PFE) | 0.0 | $445k | +4% | 16k | 28.08 |
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| Danaher Corporation (DHR) | 0.0 | $441k | +99% | 2.3k | 189.60 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $437k | 1.4k | 304.08 |
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| Ishares Tr Low Carbon Optim (CRBN) | 0.0 | $437k | 2.0k | 222.85 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $435k | -33% | 11k | 38.42 |
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| American Water Works (AWK) | 0.0 | $432k | -30% | 3.2k | 136.09 |
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| Paychex (PAYX) | 0.0 | $431k | +18% | 4.7k | 92.12 |
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| Norfolk Southern (NSC) | 0.0 | $408k | -17% | 1.4k | 287.00 |
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| Waste Management (WM) | 0.0 | $408k | +3% | 1.8k | 229.76 |
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| Uber Technologies (UBER) | 0.0 | $407k | 5.7k | 71.93 |
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| Qualcomm (QCOM) | 0.0 | $404k | -9% | 3.1k | 128.76 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $399k | +11% | 866.00 | 460.99 |
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| Moody's Corporation (MCO) | 0.0 | $399k | -5% | 914.00 | 436.31 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $397k | -37% | 3.6k | 109.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $395k | 2.1k | 191.90 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $394k | -14% | 577.00 | 682.59 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $388k | 3.3k | 118.64 |
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| Southern Company (SO) | 0.0 | $382k | -9% | 4.0k | 96.51 |
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| PPG Industries (PPG) | 0.0 | $382k | -15% | 3.6k | 106.87 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $378k | 1.5k | 244.19 |
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| Williams Companies (WMB) | 0.0 | $377k | NEW | 5.2k | 72.78 |
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| CSX Corporation (CSX) | 0.0 | $372k | -27% | 9.1k | 41.05 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $371k | 4.8k | 77.11 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $369k | +43% | 827.00 | 446.54 |
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| Valero Energy Corporation (VLO) | 0.0 | $365k | 1.5k | 247.10 |
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| 3M Company (MMM) | 0.0 | $355k | -48% | 2.4k | 145.25 |
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| Cummins (CMI) | 0.0 | $348k | 647.00 | 538.28 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $348k | +46% | 1.8k | 194.13 |
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| Western Digital (WDC) | 0.0 | $343k | 1.3k | 270.49 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $343k | +14% | 567.00 | 604.51 |
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| PNC Financial Services (PNC) | 0.0 | $343k | +3% | 1.6k | 208.09 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $339k | +7% | 3.0k | 114.99 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $335k | +36% | 5.5k | 60.65 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $330k | 841.00 | 391.76 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $327k | -4% | 3.8k | 85.24 |
|
| United Rentals (URI) | 0.0 | $311k | 427.00 | 728.56 |
|
|
| Walt Disney Company (DIS) | 0.0 | $311k | -36% | 3.2k | 96.37 |
|
| Kinder Morgan (KMI) | 0.0 | $310k | +2% | 9.2k | 33.53 |
|
| Trane Technologies SHS (TT) | 0.0 | $307k | 736.00 | 416.84 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $304k | 5.7k | 53.12 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $302k | 2.8k | 106.15 |
|
|
| Intuit (INTU) | 0.0 | $300k | -4% | 694.00 | 432.38 |
|
| Iron Mountain (IRM) | 0.0 | $299k | 2.9k | 102.16 |
|
|
| Altria (MO) | 0.0 | $294k | -40% | 4.5k | 65.99 |
|
| Howmet Aerospace (HWM) | 0.0 | $291k | +2% | 1.3k | 230.46 |
|
| Metropcs Communications (TMUS) | 0.0 | $289k | 1.4k | 210.05 |
|
|
| General Motors Company (GM) | 0.0 | $288k | +2% | 3.9k | 74.51 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $286k | -8% | 718.00 | 398.00 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $282k | 2.3k | 124.49 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $282k | 1.7k | 165.72 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $279k | +3% | 2.1k | 135.46 |
|
| Church & Dwight (CHD) | 0.0 | $278k | -28% | 3.0k | 93.32 |
|
| W.W. Grainger (GWW) | 0.0 | $277k | 254.00 | 1088.70 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $276k | -25% | 3.1k | 89.60 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $276k | 2.7k | 103.13 |
|
|
| S&p Global (SPGI) | 0.0 | $273k | -16% | 641.00 | 425.43 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $270k | -2% | 824.00 | 327.07 |
|
| Trimble Navigation (TRMB) | 0.0 | $269k | +5% | 4.1k | 65.23 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $266k | 4.0k | 66.86 |
|
|
| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $264k | +61% | 37k | 7.08 |
|
| Cigna Corp (CI) | 0.0 | $260k | NEW | 974.00 | 266.67 |
|
| Palo Alto Networks (PANW) | 0.0 | $257k | 1.6k | 160.32 |
|
|
| Phillips 66 (PSX) | 0.0 | $256k | NEW | 1.4k | 182.18 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $253k | -22% | 1.3k | 191.81 |
|
| Servicenow (NOW) | 0.0 | $248k | -10% | 2.4k | 104.55 |
|
| American Electric Power Company (AEP) | 0.0 | $247k | 1.9k | 131.08 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $246k | 2.4k | 100.61 |
|
|
| Medtronic SHS (MDT) | 0.0 | $244k | +3% | 2.8k | 86.65 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $241k | 2.0k | 122.78 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $239k | NEW | 3.4k | 70.84 |
|
| Enterprise Products Partners (EPD) | 0.0 | $238k | NEW | 6.3k | 37.84 |
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $235k | 3.8k | 61.89 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $235k | 5.2k | 45.50 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $235k | NEW | 541.00 | 433.97 |
|
| Constellation Energy (CEG) | 0.0 | $234k | +4% | 837.00 | 279.38 |
|
| Travelers Companies (TRV) | 0.0 | $230k | NEW | 790.00 | 291.70 |
|
| Boeing Company (BA) | 0.0 | $230k | 1.2k | 199.03 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $228k | NEW | 1.4k | 164.13 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $227k | 4.9k | 45.89 |
|
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $227k | NEW | 2.1k | 107.30 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $226k | 9.1k | 24.75 |
|
|
| Equinix (EQIX) | 0.0 | $226k | NEW | 230.00 | 980.31 |
|
| General Dynamics Corporation (GD) | 0.0 | $225k | NEW | 654.00 | 343.22 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $223k | NEW | 1.1k | 197.71 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $223k | 4.2k | 52.56 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $220k | 1.7k | 132.48 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $219k | NEW | 7.1k | 30.68 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $218k | 685.00 | 318.29 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $216k | 778.00 | 277.87 |
|
|
| Booking Holdings (BKNG) | 0.0 | $215k | -25% | 51.00 | 4210.49 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $212k | NEW | 11k | 19.30 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $211k | NEW | 1.6k | 130.95 |
|
| Wisdomtree Tr True Developed I (DOL) | 0.0 | $211k | 3.1k | 67.98 |
|
|
| FedEx Corporation (FDX) | 0.0 | $210k | NEW | 590.00 | 355.91 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $207k | +11% | 529.00 | 390.41 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $205k | NEW | 3.4k | 61.05 |
|
| Neuberger Berman Etf Trust Short Duration I (NBSD) | 0.0 | $205k | 4.0k | 50.71 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $204k | 1.1k | 189.76 |
|
|
| AutoZone (AZO) | 0.0 | $203k | NEW | 60.00 | 3377.78 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $161k | NEW | 16k | 10.03 |
|
| Ocular Therapeutix (OCUL) | 0.0 | $149k | 18k | 8.47 |
|
|
| Sfl Corporation SHS (SFL) | 0.0 | $137k | 13k | 10.79 |
|
|
| Beeline Holdings Com New (BLNE) | 0.0 | $94k | +185% | 40k | 2.35 |
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $64k | 23k | 2.78 |
|
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $37k | NEW | 12k | 3.08 |
|
Past Filings by Relyea Zuckerberg Hanson
SEC 13F filings are viewable for Relyea Zuckerberg Hanson going back to 2019
- Relyea Zuckerberg Hanson 2026 Q1 filed April 30, 2026
- 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