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 32.54% of Relyea Zuckerberg Hanson's stock portfolio.
- Added to shares of these 10 stocks: AAUB (+$13M), SUB (+$6.9M), XOM, BIL, VEA, American Centy Etf Tr, ESGV, IDEV, ESGU, CRWD.
- Started 17 new stock positions in ITOT, IBB, ILMN, XOM, NET, ARKG, American Centy Etf Tr, NTRA, IVES, VTEI. MDT, NEM, ITA, RONB, P, VCTR, AAUB.
- Reduced shares in these 10 stocks: , MSFT, SGOV, IWD, AAPL, NVDA, VUG, VUSB, VEU, GOOG.
- Sold out of its positions in APP, CI, CVS, CARR, COHR, DOV, ELDN, Exxon Mobil Corporation, GD, SHLD. ICF, MUB, NOC, RKLB, XLU, TMUS, TRMB, USB, VUSB, VTWG, VRT, ACV, ASML.
- Relyea Zuckerberg Hanson was a net seller of stock by $-9.0M.
- Relyea Zuckerberg Hanson has $1.2B in assets under management (AUM), dropping by 0.74%.
- Central Index Key (CIK): 0001793691
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Portfolio Holdings for Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson holds 296 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 11.0 | $133M | 1.5M | 90.11 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 8.2 | $99M | 457k | 216.08 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.8 | $58M | 459k | 125.26 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 4.4 | $53M | +10% | 581k | 91.64 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 4.2 | $51M | -4% | 206k | 247.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.1 | $49M | +5% | 697k | 70.61 |
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| Apple (AAPL) | 3.2 | $39M | -5% | 117k | 333.02 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 2.6 | $32M | -7% | 317k | 100.68 |
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| Ea Series Trust Alpha Architect (AAUS) | 2.2 | $27M | 438k | 61.64 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.2 | $26M | -4% | 34k | 762.64 |
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| NVIDIA Corporation (NVDA) | 2.0 | $24M | -8% | 104k | 228.38 |
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| Microsoft Corporation (MSFT) | 2.0 | $24M | -10% | 46k | 512.90 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.7 | $21M | +5% | 233k | 89.48 |
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| American Centy Etf Tr Avan Tota Eq Etf (AVTM) | 1.7 | $20M | 370k | 54.73 |
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| Ea Series Trust Alpha Architect (AAUA) | 1.6 | $20M | 338k | 58.77 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.6 | $20M | 100k | 195.75 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 1.3 | $16M | 42k | 374.24 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.2 | $15M | 173k | 85.48 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $15M | 21k | 700.85 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.1 | $14M | +5% | 83k | 166.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $13M | -3% | 18k | 739.78 |
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| Ea Series Trust Alpha Architect (AAUB) | 1.0 | $13M | NEW | 245k | 51.27 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.9 | $11M | 50k | 220.34 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.9 | $11M | 85k | 128.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $11M | -7% | 31k | 344.08 |
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| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.9 | $10M | -7% | 31k | 337.83 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.8 | $10M | +12% | 75k | 135.53 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.8 | $10M | -2% | 82k | 123.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $9.8M | 101k | 96.88 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $9.8M | -12% | 29k | 340.74 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.8 | $9.8M | -8% | 42k | 231.03 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $9.6M | 23k | 416.13 |
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| Johnson & Johnson (JNJ) | 0.7 | $9.0M | -2% | 34k | 264.74 |
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| Amazon (AMZN) | 0.7 | $8.9M | -5% | 36k | 249.15 |
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| Ark Etf Tr Next Gen Tech (ARKW) | 0.7 | $8.8M | 55k | 160.14 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $8.1M | -6% | 25k | 330.82 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $7.9M | +690% | 76k | 104.54 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.7 | $7.9M | 766k | 10.31 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $7.7M | +6% | 65k | 117.77 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.6 | $7.2M | 70k | 103.05 |
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| Abbvie (ABBV) | 0.6 | $6.8M | -5% | 26k | 261.59 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.6 | $6.8M | 41k | 166.98 |
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| Fastly Cl A (FSLY) | 0.5 | $6.6M | 257k | 25.67 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $5.4M | +2% | 50k | 108.70 |
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| Broadcom (AVGO) | 0.4 | $5.2M | 15k | 351.19 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $5.2M | 63k | 82.18 |
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| Meta Platforms Cl A (META) | 0.4 | $5.1M | -4% | 7.0k | 725.21 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.4 | $5.0M | NEW | 31k | 162.75 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $4.9M | 92k | 53.40 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $4.5M | 12k | 380.84 |
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| Visa Com Cl A (V) | 0.4 | $4.4M | -10% | 12k | 359.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.1M | -7% | 8.3k | 497.95 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.6M | -8% | 3.1k | 1156.90 |
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| Applied Materials (AMAT) | 0.3 | $3.4M | 6.7k | 511.39 |
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| Ab Active Etfs New Yo Inter Etf (NYM) | 0.3 | $3.2M | -22% | 135k | 24.07 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.1M | -7% | 14k | 233.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.0M | +2% | 3.9k | 765.77 |
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| Cisco Systems (CSCO) | 0.2 | $2.9M | -4% | 27k | 107.63 |
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| Procter & Gamble Company (PG) | 0.2 | $2.8M | -8% | 19k | 145.28 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.8M | -5% | 18k | 155.20 |
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| Micron Technology (MU) | 0.2 | $2.7M | -3% | 2.6k | 1065.13 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $2.7M | -27% | 17k | 155.68 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.7M | 89k | 30.00 |
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| Intel Corporation (INTC) | 0.2 | $2.7M | -9% | 22k | 120.23 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $2.7M | 34k | 78.10 |
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| Coca-Cola Company (KO) | 0.2 | $2.6M | -8% | 30k | 86.08 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $2.5M | 7.0k | 356.92 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.2 | $2.5M | 23k | 108.84 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.4M | -4% | 3.9k | 611.76 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $2.4M | 14k | 168.42 |
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| Tesla Motors (TSLA) | 0.2 | $2.3M | 6.6k | 354.81 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $2.3M | 44k | 52.00 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $2.3M | -19% | 13k | 170.73 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $2.1M | 7.0k | 304.65 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.2 | $2.0M | 34k | 61.13 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.0M | -4% | 3.7k | 551.53 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | -8% | 2.2k | 910.31 |
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| Automatic Data Processing (ADP) | 0.2 | $2.0M | -14% | 7.7k | 258.07 |
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| American Centy Etf Tr Avantis All Intl | 0.2 | $2.0M | NEW | 40k | 49.75 |
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| Tetra Tech (TTEK) | 0.2 | $2.0M | -15% | 60k | 32.95 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.2 | $1.9M | 64k | 29.36 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.9M | +2% | 9.0k | 209.44 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.9M | 15k | 125.67 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.8M | -4% | 6.7k | 277.90 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.8M | -5% | 1.9k | 922.35 |
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| Home Depot (HD) | 0.1 | $1.7M | -16% | 5.8k | 284.50 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.6M | -38% | 35k | 47.36 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.6M | -3% | 8.7k | 188.08 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.6M | -14% | 16k | 103.92 |
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| Caterpillar (CAT) | 0.1 | $1.5M | +5% | 1.9k | 810.65 |
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| Goldman Sachs (GS) | 0.1 | $1.5M | 1.7k | 900.36 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $1.5M | 23k | 65.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.4M | 10k | 142.26 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.4M | 14k | 99.08 |
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| Chubb (CB) | 0.1 | $1.4M | 4.3k | 325.22 |
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| UnitedHealth (UNH) | 0.1 | $1.4M | -6% | 3.8k | 367.07 |
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| Abbott Laboratories (ABT) | 0.1 | $1.4M | -15% | 14k | 98.83 |
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| Merck & Co (MRK) | 0.1 | $1.3M | -8% | 9.2k | 145.31 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | -3% | 8.6k | 152.06 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.2M | +88% | 26k | 47.34 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.2M | -22% | 1.8k | 656.63 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | +12% | 6.3k | 187.05 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.1M | -8% | 4.2k | 272.15 |
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| Chevron Corporation (CVX) | 0.1 | $1.1M | -8% | 5.5k | 204.23 |
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| Oracle Corporation (ORCL) | 0.1 | $1.1M | -18% | 8.1k | 137.29 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.1M | 11k | 99.70 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | -7% | 5.9k | 185.66 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | +4% | 20k | 54.43 |
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| Philip Morris International (PM) | 0.1 | $1.0M | -20% | 5.4k | 190.83 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.0M | -14% | 3.1k | 328.52 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.0M | -4% | 1.5k | 674.95 |
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| Blackrock (BLK) | 0.1 | $999k | -17% | 944.00 | 1058.74 |
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| Ge Aerospace Com New (GE) | 0.1 | $999k | 3.2k | 312.26 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $993k | 20k | 49.46 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $988k | +300% | 3.7k | 264.75 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $967k | 11k | 89.10 |
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| McDonald's Corporation (MCD) | 0.1 | $954k | -21% | 4.1k | 230.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $953k | -3% | 9.2k | 103.90 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $921k | 26k | 35.93 |
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| Corning Incorporated (GLW) | 0.1 | $915k | +5% | 6.0k | 153.76 |
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| Palo Alto Networks (PANW) | 0.1 | $873k | 2.2k | 397.31 |
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| Amgen (AMGN) | 0.1 | $847k | +23% | 2.0k | 421.51 |
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| Ge Vernova (GEV) | 0.1 | $838k | -3% | 882.00 | 950.62 |
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| Ecolab (ECL) | 0.1 | $829k | 3.0k | 274.59 |
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| State Street Corporation (STT) | 0.1 | $828k | -5% | 4.7k | 174.61 |
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| Citigroup Com New (C) | 0.1 | $822k | 6.3k | 129.49 |
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| Netflix (NFLX) | 0.1 | $811k | 12k | 69.58 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $806k | -2% | 7.3k | 110.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $803k | 5.9k | 136.03 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $797k | 13k | 59.31 |
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| Linde SHS (LIN) | 0.1 | $780k | -8% | 1.6k | 474.79 |
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| McKesson Corporation (MCK) | 0.1 | $774k | 907.00 | 853.81 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $755k | +65% | 15k | 50.79 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $752k | -66% | 9.1k | 82.97 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $747k | 1.00 | 747005.00 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $727k | 761.00 | 955.28 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.1 | $724k | 2.1k | 351.82 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $690k | 6.5k | 106.70 |
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| Stryker Corporation (SYK) | 0.1 | $683k | -9% | 2.5k | 275.41 |
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| Deere & Company (DE) | 0.1 | $680k | +2% | 1.0k | 671.55 |
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| At&t (T) | 0.1 | $674k | +6% | 28k | 24.40 |
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| International Business Machines (IBM) | 0.1 | $663k | -8% | 3.0k | 219.89 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $656k | -13% | 1.4k | 456.30 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $647k | 4.7k | 136.30 |
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| Kla Corp Com New (KLAC) | 0.1 | $641k | -3% | 3.3k | 194.93 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.1 | $635k | 6.7k | 94.63 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $627k | +3% | 1.2k | 522.81 |
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| Analog Devices (ADI) | 0.1 | $621k | -2% | 1.6k | 396.72 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $616k | 6.9k | 89.76 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $614k | -11% | 6.3k | 97.73 |
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| Qualcomm (QCOM) | 0.0 | $604k | +18% | 3.3k | 184.02 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $598k | 6.1k | 97.44 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $598k | 6.6k | 91.12 |
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| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.0 | $595k | +17% | 2.3k | 256.16 |
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| Amphenol Corp Cl A (APH) | 0.0 | $595k | +92% | 7.1k | 84.30 |
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| Servicenow (NOW) | 0.0 | $586k | +4% | 4.4k | 134.01 |
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| Emerson Electric (EMR) | 0.0 | $581k | -14% | 3.7k | 155.12 |
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| Valero Energy Corporation (VLO) | 0.0 | $578k | 1.5k | 387.65 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $575k | +6% | 7.3k | 78.41 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $573k | 4.8k | 118.40 |
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| Eaton Corp SHS (ETN) | 0.0 | $560k | 1.3k | 429.85 |
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| Progressive Corporation (PGR) | 0.0 | $557k | 2.7k | 207.31 |
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| American Express Company (AXP) | 0.0 | $557k | -19% | 1.8k | 304.13 |
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| Capital One Financial (COF) | 0.0 | $556k | -3% | 2.9k | 193.10 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $553k | 16k | 34.02 |
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| Pepsi (PEP) | 0.0 | $552k | -29% | 4.4k | 126.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $551k | 7.7k | 71.95 |
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| Boston Scientific Corporation (BSX) | 0.0 | $551k | -2% | 13k | 43.65 |
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| Wells Fargo & Company (WFC) | 0.0 | $551k | -2% | 6.9k | 80.06 |
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| Marvell Technology (MRVL) | 0.0 | $550k | 2.1k | 264.21 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $548k | 7.1k | 77.25 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $548k | 4.9k | 111.97 |
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| Lowe's Companies (LOW) | 0.0 | $546k | -12% | 3.0k | 184.30 |
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| Sandisk Corp (SNDK) | 0.0 | $539k | -2% | 310.00 | 1739.89 |
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| Dell Technologies CL C (DELL) | 0.0 | $529k | -19% | 983.00 | 537.95 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $527k | +6% | 6.2k | 84.97 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $517k | 13k | 39.71 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $516k | +5% | 2.8k | 183.38 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.0 | $510k | 1.8k | 284.53 |
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| AFLAC Incorporated (AFL) | 0.0 | $508k | 4.5k | 111.78 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $503k | 3.5k | 144.64 |
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| Nextera Energy (NEE) | 0.0 | $500k | -6% | 6.6k | 75.74 |
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| CSX Corporation (CSX) | 0.0 | $499k | +11% | 11k | 46.51 |
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| TJX Companies (TJX) | 0.0 | $497k | 3.8k | 132.31 |
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| Booking Holdings (BKNG) | 0.0 | $496k | 3.0k | 162.91 |
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| Paychex (PAYX) | 0.0 | $484k | 4.9k | 98.50 |
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| Gilead Sciences (GILD) | 0.0 | $478k | 3.2k | 149.06 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $477k | -21% | 3.0k | 160.65 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $475k | -57% | 6.5k | 72.64 |
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.0 | $471k | NEW | 4.9k | 95.34 |
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| Western Digital (WDC) | 0.0 | $465k | -13% | 1.0k | 454.47 |
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| Illinois Tool Works (ITW) | 0.0 | $461k | -2% | 1.8k | 257.32 |
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| Danaher Corporation (DHR) | 0.0 | $457k | -10% | 2.1k | 221.55 |
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| Coeur Mng Com New (CDE) | 0.0 | $457k | +2% | 26k | 17.60 |
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| Arista Networks Com Shs (ANET) | 0.0 | $449k | 2.2k | 203.59 |
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| United Rentals (URI) | 0.0 | $447k | 447.00 | 1000.79 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $442k | +7% | 15k | 29.31 |
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| Cummins (CMI) | 0.0 | $434k | +28% | 840.00 | 516.44 |
|
| Hartford Financial Services (HIG) | 0.0 | $430k | 3.5k | 122.36 |
|
|
| Norfolk Southern (NSC) | 0.0 | $426k | -3% | 1.4k | 309.00 |
|
| Yum! Brands (YUM) | 0.0 | $424k | -8% | 3.1k | 136.33 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $422k | -4% | 8.7k | 48.52 |
|
| Verizon Communications (VZ) | 0.0 | $412k | -7% | 9.0k | 45.87 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $410k | -14% | 1.3k | 318.12 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $408k | -24% | 1.5k | 280.07 |
|
| Trane Technologies SHS (TT) | 0.0 | $405k | +15% | 895.00 | 452.07 |
|
| Walt Disney Company (DIS) | 0.0 | $391k | -3% | 3.7k | 104.89 |
|
| Honeywell International (HON) | 0.0 | $390k | 1.8k | 210.94 |
|
|
| Sfl Corporation SHS (SFL) | 0.0 | $383k | 29k | 13.16 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $382k | -38% | 967.00 | 395.44 |
|
| Phillips 66 (PSX) | 0.0 | $368k | 1.4k | 255.31 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $366k | -22% | 3.2k | 114.03 |
|
| PPG Industries (PPG) | 0.0 | $355k | -4% | 3.4k | 104.32 |
|
| salesforce (CRM) | 0.0 | $344k | -2% | 1.5k | 229.57 |
|
| Kinder Morgan (KMI) | 0.0 | $338k | +13% | 11k | 30.15 |
|
| Moody's Corporation (MCO) | 0.0 | $335k | -15% | 738.00 | 454.34 |
|
| Iron Mountain (IRM) | 0.0 | $326k | 2.9k | 110.97 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $325k | +30% | 2.2k | 148.65 |
|
| W.W. Grainger (GWW) | 0.0 | $322k | 259.00 | 1243.93 |
|
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.0 | $321k | 2.1k | 151.62 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $312k | -27% | 1.5k | 207.97 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $308k | 2.2k | 137.98 |
|
|
| Altria (MO) | 0.0 | $305k | -7% | 4.5k | 67.34 |
|
| PNC Financial Services (PNC) | 0.0 | $305k | -17% | 1.4k | 222.30 |
|
| General Motors Company (GM) | 0.0 | $305k | 4.0k | 76.99 |
|
|
| Pfizer (PFE) | 0.0 | $301k | -24% | 11k | 28.52 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $300k | -8% | 4.7k | 63.89 |
|
| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $299k | 37k | 8.02 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $298k | -2% | 1.3k | 226.18 |
|
| Uber Technologies (UBER) | 0.0 | $297k | -17% | 4.3k | 68.51 |
|
| Aon Shs Cl A (AON) | 0.0 | $294k | -15% | 1.1k | 276.85 |
|
| Travelers Companies (TRV) | 0.0 | $293k | 821.00 | 356.54 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $291k | -12% | 2.6k | 112.10 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $291k | 5.8k | 50.52 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $290k | +15% | 11k | 27.47 |
|
| Southern Company (SO) | 0.0 | $289k | -17% | 3.5k | 82.88 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $288k | 1.3k | 230.27 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $288k | -48% | 1.9k | 150.86 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $285k | 839.00 | 339.56 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $284k | -4% | 699.00 | 406.63 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $284k | 558.00 | 509.38 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $284k | NEW | 1.4k | 207.18 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $283k | -3% | 1.3k | 222.24 |
|
| Honeywell Aerospace (HONA) | 0.0 | $282k | -2% | 1.8k | 154.97 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $279k | -15% | 4.5k | 62.40 |
|
| Church & Dwight (CHD) | 0.0 | $279k | 3.0k | 94.22 |
|
|
| Illumina (ILMN) | 0.0 | $278k | NEW | 1.0k | 273.68 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $277k | 9.9k | 27.96 |
|
|
| American Water Works (AWK) | 0.0 | $276k | -29% | 2.1k | 129.46 |
|
| Natera (NTRA) | 0.0 | $274k | NEW | 662.00 | 413.31 |
|
| Fortinet (FTNT) | 0.0 | $273k | 1.5k | 178.76 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $269k | 2.5k | 109.61 |
|
|
| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.0 | $265k | 906.00 | 292.10 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $263k | 1.7k | 154.65 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $263k | 688.00 | 382.20 |
|
|
| Flex Ord (FLEX) | 0.0 | $258k | -9% | 2.3k | 109.99 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $258k | NEW | 1.6k | 166.31 |
|
| 3M Company (MMM) | 0.0 | $255k | +19% | 1.6k | 164.15 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $253k | 2.0k | 128.47 |
|
|
| Equinix (EQIX) | 0.0 | $249k | +2% | 246.00 | 1011.73 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $246k | -3% | 3.5k | 70.00 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $242k | NEW | 2.1k | 115.31 |
|
| Cadence Design Systems (CDNS) | 0.0 | $240k | -13% | 728.00 | 330.19 |
|
| Williams-Sonoma (WSM) | 0.0 | $239k | 1.1k | 227.94 |
|
|
| Everpure Cl A (P) | 0.0 | $239k | NEW | 1.8k | 130.78 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $239k | 535.00 | 445.97 |
|
|
| Boeing Company (BA) | 0.0 | $237k | -19% | 1.3k | 186.05 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $234k | NEW | 674.00 | 347.28 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $233k | -23% | 655.00 | 355.67 |
|
| S&p Global (SPGI) | 0.0 | $233k | -10% | 590.00 | 394.56 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $232k | 4.4k | 52.65 |
|
|
| Wisdomtree Tr True Dev Intl Fd (DOL) | 0.0 | $231k | 3.1k | 74.30 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $230k | 1.7k | 137.74 |
|
|
| Wedbush Ser Tr Dan Ive Revo Etf (IVES) | 0.0 | $227k | NEW | 5.5k | 41.05 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $227k | NEW | 4.2k | 54.23 |
|
| Constellation Energy (CEG) | 0.0 | $226k | 889.00 | 254.03 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $225k | -26% | 2.6k | 85.33 |
|
| American Electric Power Company (AEP) | 0.0 | $225k | 1.9k | 118.64 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $225k | -30% | 2.4k | 93.97 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $221k | 4.3k | 51.23 |
|
|
| Baron Etf Tr First Princ Etf (RONB) | 0.0 | $221k | NEW | 9.4k | 23.43 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $218k | 11k | 19.77 |
|
|
| Waste Management (WM) | 0.0 | $216k | -38% | 1.1k | 203.87 |
|
| eBay (EBAY) | 0.0 | $216k | 2.0k | 106.06 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $215k | 664.00 | 323.45 |
|
|
| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.0 | $214k | NEW | 1.9k | 110.62 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $213k | 2.0k | 103.79 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $211k | NEW | 1.0k | 210.63 |
|
| Medtronic SHS (MDT) | 0.0 | $204k | NEW | 2.4k | 86.29 |
|
| SYSCO Corporation (SYY) | 0.0 | $203k | +6% | 2.6k | 77.96 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $202k | 3.0k | 67.83 |
|
|
| Williams Companies (WMB) | 0.0 | $201k | -26% | 3.0k | 67.96 |
|
| Ocular Therapeutix (OCUL) | 0.0 | $135k | 18k | 7.67 |
|
|
| Information Services (III) | 0.0 | $120k | -61% | 22k | 5.53 |
|
| Beeline Holdings Com New (BLNE) | 0.0 | $84k | +100% | 100k | 0.84 |
|
| Petco Health & Wellness Co I Cl A Com (WOOF) | 0.0 | $47k | -11% | 21k | 2.27 |
|
Past Filings by Relyea Zuckerberg Hanson
SEC 13F filings are viewable for Relyea Zuckerberg Hanson going back to 2019
- Relyea Zuckerberg Hanson 2026 Q3 filed Oct. 20, 2026
- Relyea Zuckerberg Hanson 2026 Q2 filed July 16, 2026
- Relyea Zuckerberg Hanson 2026 Q2 restated filed July 16, 2026
- 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