Relyea Zuckerberg Hanson
Latest statistics and disclosures from Relyea Zuckerberg Hanson's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, IWD, IWF, VEA, and represent 43.02% of Relyea Zuckerberg Hanson's stock portfolio.
- Added to shares of these 10 stocks: VTV, VEA, VUG, PG, EMXC, ESGU, SPYV, IWF, ARKW, V.
- Started 46 new stock positions in BLK, UPS, IRM, TTEK, AIQ, VRTX, MPC, SPYV, CVS, VKQ.
- Reduced shares in these 10 stocks: VWO (-$5.8M), ARKK, VTEB, IEMG, IWD, BRK.A, BRK.B, ESGE, EEM, IWN.
- Sold out of its positions in AVUV, QTUM, SUB, ESGE, NUEM, SCHZ, MMM, MDT.
- Relyea Zuckerberg Hanson was a net buyer of stock by $26M.
- Relyea Zuckerberg Hanson has $513M in assets under management (AUM), dropping by 16.91%.
- Central Index Key (CIK): 0001793691
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Relyea Zuckerberg Hanson holds 232 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Value Etf (VTV) | 12.9 | $66M | +7% | 443k | 149.50 |
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Vanguard Index Fds Growth Etf (VUG) | 12.8 | $65M | +6% | 210k | 310.88 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 6.9 | $35M | -3% | 214k | 165.25 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 6.5 | $33M | +2% | 110k | 303.17 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.0 | $20M | +27% | 423k | 47.90 |
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Apple (AAPL) | 3.0 | $15M | 79k | 192.53 |
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Microsoft Corporation (MSFT) | 2.2 | $12M | +5% | 31k | 376.04 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $10M | +2% | 22k | 475.32 |
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.9 | $9.7M | -5% | 58k | 167.96 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.9 | $9.7M | +2% | 54k | 179.97 |
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.7 | $8.5M | +2% | 32k | 270.79 |
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Ishares Tr Core Msci Intl (IDEV) | 1.6 | $8.4M | 132k | 63.66 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.6 | $8.1M | -4% | 34k | 241.77 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 1.3 | $6.6M | +43% | 63k | 104.92 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $6.6M | 28k | 237.22 |
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Eagle Bulk Shipping (EGLE) | 1.2 | $6.4M | 115k | 55.40 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.2 | $6.1M | 94k | 65.06 |
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Ark Etf Tr Next Gnrtn Inter (ARKW) | 1.1 | $5.5M | +19% | 73k | 75.90 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $5.0M | +13% | 12k | 436.78 |
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Fastly Cl A (FSLY) | 1.0 | $5.0M | 280k | 17.80 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $4.7M | +19% | 67k | 70.35 |
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Amazon (AMZN) | 0.8 | $4.1M | +5% | 27k | 151.94 |
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Procter & Gamble Company (PG) | 0.7 | $3.8M | +181% | 26k | 146.54 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $3.8M | +11% | 51k | 75.54 |
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Ark Etf Tr Innovation Etf (ARKK) | 0.7 | $3.7M | -31% | 70k | 52.37 |
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Ishares Msci Emrg Chn (EMXC) | 0.7 | $3.5M | +212% | 63k | 55.41 |
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Vanguard World Esg Us Stk Etf (ESGV) | 0.7 | $3.4M | -7% | 40k | 85.06 |
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UnitedHealth (UNH) | 0.6 | $3.3M | +6% | 6.3k | 526.50 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.1M | 22k | 139.69 |
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JPMorgan Chase & Co. (JPM) | 0.6 | $3.1M | +18% | 18k | 170.10 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.6 | $3.1M | -5% | 31k | 100.51 |
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Spdr Gold Tr Gold Shs (GLD) | 0.5 | $2.7M | +13% | 14k | 191.17 |
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NVIDIA Corporation (NVDA) | 0.5 | $2.6M | +2% | 5.2k | 495.26 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.6M | -24% | 7.2k | 356.66 |
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Johnson & Johnson (JNJ) | 0.5 | $2.5M | +7% | 16k | 156.74 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $2.5M | -7% | 9.9k | 252.23 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.3M | +13% | 5.7k | 409.54 |
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Exxon Mobil Corporation (XOM) | 0.4 | $2.3M | +30% | 23k | 99.98 |
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Visa Com Cl A (V) | 0.4 | $2.3M | +61% | 8.7k | 260.36 |
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Select Sector Spdr Tr Technology (XLK) | 0.4 | $2.2M | 12k | 192.48 |
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Pepsi (PEP) | 0.4 | $2.2M | 13k | 169.84 |
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Ishares Core Msci Emkt (IEMG) | 0.4 | $1.9M | -40% | 38k | 50.58 |
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McDonald's Corporation (MCD) | 0.3 | $1.7M | +41% | 5.6k | 296.51 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.6M | NEW | 35k | 46.63 |
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Meta Platforms Cl A (META) | 0.3 | $1.6M | +8% | 4.6k | 353.96 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.6M | 29k | 56.40 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $1.5M | -28% | 10k | 155.33 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.5M | -79% | 38k | 41.10 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.5M | +8% | 11k | 140.93 |
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Marsh & McLennan Companies (MMC) | 0.3 | $1.5M | 8.0k | 189.48 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.5M | +43% | 4.3k | 350.91 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $1.4M | 3.4k | 426.54 |
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Abbvie (ABBV) | 0.3 | $1.4M | +2% | 9.3k | 154.96 |
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Eli Lilly & Co. (LLY) | 0.3 | $1.4M | 2.4k | 582.94 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.4M | 8.1k | 170.40 |
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $1.4M | +36% | 19k | 72.54 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.3M | +5% | 12k | 111.63 |
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Automatic Data Processing (ADP) | 0.3 | $1.3M | +138% | 5.6k | 232.97 |
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Home Depot (HD) | 0.3 | $1.3M | +2% | 3.8k | 346.59 |
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Ishares Tr Esg Aware Msci (ESML) | 0.3 | $1.3M | +68% | 34k | 38.01 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.3M | -6% | 6.5k | 200.71 |
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Lightpath Technologies Com Cl A (LPTH) | 0.3 | $1.3M | 1.0M | 1.26 |
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Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.3M | -18% | 32k | 39.03 |
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Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.9k | 660.13 |
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Union Pacific Corporation (UNP) | 0.2 | $1.1M | +9% | 4.6k | 245.62 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $1.1M | +7% | 2.3k | 484.07 |
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Tesla Motors (TSLA) | 0.2 | $1.1M | -6% | 4.5k | 248.48 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.1M | +64% | 11k | 100.27 |
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Chubb (CB) | 0.2 | $1.1M | 4.9k | 226.01 |
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Morgan Stanley Com New (MS) | 0.2 | $1.1M | -3% | 11k | 93.25 |
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Honeywell International (HON) | 0.2 | $1.1M | -2% | 5.0k | 209.73 |
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $1.0M | -33% | 27k | 39.10 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $1.0M | -2% | 12k | 88.50 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.0M | -57% | 20k | 51.05 |
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Applied Materials (AMAT) | 0.2 | $1.0M | 6.3k | 162.07 |
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Broadcom (AVGO) | 0.2 | $970k | +5% | 869.00 | 1116.21 |
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Abbott Laboratories (ABT) | 0.2 | $924k | +33% | 8.4k | 110.07 |
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Coca-Cola Company (KO) | 0.2 | $910k | -2% | 15k | 58.93 |
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Merck & Co (MRK) | 0.2 | $876k | -2% | 8.0k | 109.03 |
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Intel Corporation (INTC) | 0.2 | $872k | +43% | 17k | 50.25 |
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Boston Scientific Corporation (BSX) | 0.2 | $854k | -3% | 15k | 57.81 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $803k | +4% | 1.7k | 477.63 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $783k | 10k | 75.32 |
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Chevron Corporation (CVX) | 0.1 | $762k | -2% | 5.1k | 149.16 |
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PPG Industries (PPG) | 0.1 | $760k | +4% | 5.1k | 149.54 |
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Goldman Sachs (GS) | 0.1 | $732k | -4% | 1.9k | 385.77 |
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Yum! Brands (YUM) | 0.1 | $731k | +7% | 5.6k | 130.66 |
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Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $718k | -7% | 25k | 28.46 |
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McKesson Corporation (MCK) | 0.1 | $705k | -12% | 1.5k | 462.98 |
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Stryker Corporation (SYK) | 0.1 | $703k | +70% | 2.3k | 299.46 |
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Boeing Company (BA) | 0.1 | $696k | -2% | 2.7k | 260.66 |
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Wal-Mart Stores (WMT) | 0.1 | $691k | +25% | 4.4k | 157.65 |
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Information Services (III) | 0.1 | $676k | 144k | 4.71 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $664k | 2.4k | 277.18 |
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Select Sector Spdr Tr Indl (XLI) | 0.1 | $663k | 5.8k | 113.99 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $658k | +9% | 1.1k | 596.60 |
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Cisco Systems (CSCO) | 0.1 | $652k | 13k | 50.52 |
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Thermo Fisher Scientific (TMO) | 0.1 | $643k | +19% | 1.2k | 530.80 |
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Linde SHS (LIN) | 0.1 | $640k | +2% | 1.6k | 410.76 |
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Global X Fds Artificial Etf (AIQ) | 0.1 | $635k | NEW | 20k | 31.18 |
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Illinois Tool Works (ITW) | 0.1 | $610k | 2.3k | 261.89 |
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S&p Global (SPGI) | 0.1 | $609k | -8% | 1.4k | 440.56 |
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Bank of America Corporation (BAC) | 0.1 | $600k | -25% | 18k | 33.67 |
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American Water Works (AWK) | 0.1 | $578k | +10% | 4.4k | 131.99 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $575k | 7.6k | 75.35 |
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First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $560k | 5.9k | 94.80 |
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Advanced Micro Devices (AMD) | 0.1 | $558k | +9% | 3.8k | 147.41 |
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Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $551k | 9.1k | 60.86 |
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Walt Disney Company (DIS) | 0.1 | $551k | +12% | 6.1k | 90.29 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $543k | -66% | 1.00 | 542625.00 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $530k | +12% | 3.4k | 157.79 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $526k | 2.4k | 218.12 |
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Emerson Electric (EMR) | 0.1 | $524k | +51% | 5.4k | 97.34 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $517k | -10% | 4.8k | 108.24 |
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salesforce (CRM) | 0.1 | $506k | +8% | 1.9k | 263.14 |
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Paychex (PAYX) | 0.1 | $498k | 4.2k | 119.11 |
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CSX Corporation (CSX) | 0.1 | $494k | -2% | 14k | 34.67 |
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Aon Shs Cl A (AON) | 0.1 | $491k | 1.7k | 291.07 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $486k | NEW | 4.5k | 108.41 |
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Ecolab (ECL) | 0.1 | $480k | +100% | 2.4k | 198.31 |
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Starbucks Corporation (SBUX) | 0.1 | $479k | +48% | 5.0k | 96.00 |
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Oracle Corporation (ORCL) | 0.1 | $479k | +29% | 4.5k | 105.43 |
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Church & Dwight (CHD) | 0.1 | $462k | -7% | 4.9k | 94.56 |
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Tetra Tech (TTEK) | 0.1 | $461k | NEW | 2.8k | 166.94 |
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Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $432k | 5.3k | 82.18 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $430k | +4% | 5.7k | 76.12 |
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Nextera Energy (NEE) | 0.1 | $426k | +8% | 7.0k | 60.74 |
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $426k | 4.6k | 92.16 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $422k | 8.2k | 51.27 |
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Nike CL B (NKE) | 0.1 | $410k | +25% | 3.8k | 108.56 |
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Netflix (NFLX) | 0.1 | $405k | -2% | 831.00 | 486.88 |
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Intellia Therapeutics (NTLA) | 0.1 | $403k | 13k | 30.49 |
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Caterpillar (CAT) | 0.1 | $402k | +5% | 1.4k | 295.77 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $401k | 9.2k | 43.85 |
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Raytheon Technologies Corp (RTX) | 0.1 | $400k | NEW | 4.8k | 84.15 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $392k | 2.9k | 136.38 |
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Northrop Grumman Corporation (NOC) | 0.1 | $390k | 832.00 | 468.18 |
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Amgen (AMGN) | 0.1 | $387k | +42% | 1.3k | 288.02 |
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Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $383k | +11% | 12k | 32.81 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $378k | +17% | 2.9k | 130.92 |
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Deere & Company (DE) | 0.1 | $376k | +13% | 939.00 | 399.87 |
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American Express Company (AXP) | 0.1 | $369k | 2.0k | 187.34 |
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Intuit (INTU) | 0.1 | $367k | 587.00 | 625.03 |
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United Parcel Service CL B (UPS) | 0.1 | $363k | NEW | 2.3k | 157.22 |
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Norfolk Southern (NSC) | 0.1 | $363k | +14% | 1.5k | 236.38 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $361k | +21% | 1.7k | 213.31 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $359k | -63% | 8.9k | 40.21 |
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Lockheed Martin Corporation (LMT) | 0.1 | $356k | NEW | 784.00 | 453.45 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $355k | 6.4k | 55.90 |
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AFLAC Incorporated (AFL) | 0.1 | $354k | 4.3k | 82.49 |
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Qualcomm (QCOM) | 0.1 | $339k | NEW | 2.3k | 144.63 |
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Moody's Corporation (MCO) | 0.1 | $337k | +20% | 863.00 | 390.56 |
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Charles Schwab Corporation (SCHW) | 0.1 | $336k | 4.9k | 68.80 |
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Cigna Corp (CI) | 0.1 | $333k | +3% | 1.1k | 299.45 |
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Danaher Corporation (DHR) | 0.1 | $331k | -35% | 1.4k | 231.39 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $328k | 4.4k | 75.10 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $327k | +3% | 3.2k | 103.45 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $326k | 1.8k | 178.81 |
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Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $324k | NEW | 29k | 11.00 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $323k | +26% | 4.5k | 72.43 |
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $322k | +3% | 3.0k | 107.62 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $316k | 4.1k | 78.03 |
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Progressive Corporation (PGR) | 0.1 | $316k | NEW | 2.0k | 159.30 |
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At&t (T) | 0.1 | $309k | +9% | 18k | 16.78 |
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Bristol Myers Squibb (BMY) | 0.1 | $309k | +11% | 6.0k | 51.31 |
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Pfizer (PFE) | 0.1 | $305k | -23% | 11k | 28.79 |
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Verizon Communications (VZ) | 0.1 | $302k | +11% | 8.0k | 37.70 |
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Zoetis Cl A (ZTS) | 0.1 | $301k | NEW | 1.5k | 197.40 |
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Lowe's Companies (LOW) | 0.1 | $295k | -14% | 1.3k | 222.61 |
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Parker-Hannifin Corporation (PH) | 0.1 | $288k | 626.00 | 460.40 |
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Wells Fargo & Company (WFC) | 0.1 | $277k | NEW | 5.6k | 49.22 |
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Waste Management (WM) | 0.1 | $277k | NEW | 1.5k | 179.11 |
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Hartford Financial Services (HIG) | 0.1 | $275k | +3% | 3.4k | 80.38 |
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Gilead Sciences (GILD) | 0.1 | $274k | +18% | 3.4k | 81.01 |
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Colgate-Palmolive Company (CL) | 0.1 | $273k | NEW | 3.4k | 79.70 |
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International Business Machines (IBM) | 0.1 | $271k | 1.7k | 163.55 |
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Hershey Company (HSY) | 0.1 | $267k | -25% | 1.4k | 186.49 |
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General Electric Com New (GE) | 0.1 | $267k | -2% | 2.1k | 127.64 |
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Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $264k | NEW | 22k | 11.82 |
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Southern Company (SO) | 0.1 | $258k | +6% | 3.7k | 70.12 |
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Hilton Worldwide Holdings (HLT) | 0.1 | $257k | NEW | 1.4k | 182.09 |
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Analog Devices (ADI) | 0.0 | $255k | -5% | 1.3k | 198.56 |
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Eaton Corp SHS (ETN) | 0.0 | $255k | 1.1k | 240.93 |
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Philip Morris International (PM) | 0.0 | $253k | -10% | 2.7k | 94.08 |
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $252k | -9% | 7.0k | 35.91 |
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Texas Instruments Incorporated (TXN) | 0.0 | $250k | -20% | 1.5k | 170.45 |
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Citigroup Com New (C) | 0.0 | $250k | NEW | 4.9k | 51.44 |
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BlackRock (BLK) | 0.0 | $246k | NEW | 303.00 | 812.03 |
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Clorox Company (CLX) | 0.0 | $244k | NEW | 1.7k | 142.59 |
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Discover Financial Services (DFS) | 0.0 | $242k | -13% | 2.2k | 112.40 |
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Servicenow (NOW) | 0.0 | $237k | NEW | 336.00 | 706.49 |
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Ishares Tr New York Mun Etf (NYF) | 0.0 | $237k | NEW | 4.4k | 54.09 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $237k | NEW | 1.6k | 147.14 |
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Ishares Tr S&p 100 Etf (OEF) | 0.0 | $234k | 1.0k | 223.30 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $228k | NEW | 2.8k | 82.96 |
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Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $223k | NEW | 3.8k | 58.73 |
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Anthem (ELV) | 0.0 | $223k | -3% | 473.00 | 471.59 |
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Select Sector Spdr Tr Energy (XLE) | 0.0 | $221k | 2.6k | 83.84 |
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Livexlive Media (LVO) | 0.0 | $220k | 158k | 1.39 |
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Verisk Analytics (VRSK) | 0.0 | $220k | -7% | 919.00 | 238.87 |
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ConocoPhillips (COP) | 0.0 | $219k | +2% | 1.9k | 116.08 |
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Iron Mountain (IRM) | 0.0 | $218k | NEW | 3.1k | 69.99 |
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Prologis (PLD) | 0.0 | $218k | -20% | 1.6k | 133.30 |
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TJX Companies (TJX) | 0.0 | $212k | NEW | 2.3k | 93.81 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $211k | NEW | 2.7k | 77.74 |
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Yum China Holdings (YUMC) | 0.0 | $211k | 5.0k | 42.43 |
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Simplify Exchange Traded Fun High Yield Plus (CDX) | 0.0 | $210k | NEW | 9.2k | 22.82 |
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State Street Corporation (STT) | 0.0 | $210k | NEW | 2.7k | 77.46 |
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Marathon Petroleum Corp (MPC) | 0.0 | $209k | NEW | 1.4k | 148.36 |
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Trimble Navigation (TRMB) | 0.0 | $207k | 3.9k | 53.20 |
|
|
PNC Financial Services (PNC) | 0.0 | $207k | NEW | 1.3k | 154.85 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $205k | NEW | 504.00 | 406.89 |
|
Carrier Global Corporation (CARR) | 0.0 | $204k | NEW | 3.5k | 57.45 |
|
CVS Caremark Corporation (CVS) | 0.0 | $201k | NEW | 2.5k | 78.96 |
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $200k | NEW | 1.7k | 117.22 |
|
Kinder Morgan (KMI) | 0.0 | $183k | NEW | 10k | 17.64 |
|
Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $150k | NEW | 15k | 10.02 |
|
Blackrock Muniyield Insured Fund (MYI) | 0.0 | $148k | NEW | 13k | 11.64 |
|
BlackRock MuniVest Fund (MVF) | 0.0 | $142k | NEW | 20k | 7.12 |
|
Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $139k | NEW | 15k | 9.53 |
|
Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $138k | NEW | 14k | 10.07 |
|
Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.0 | $137k | NEW | 16k | 8.45 |
|
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $137k | NEW | 24k | 5.71 |
|
Applied Therapeutics (APLT) | 0.0 | $134k | 40k | 3.35 |
|
|
Blackrock Munivest Fund II (MVT) | 0.0 | $113k | NEW | 11k | 10.77 |
|
Invesco Quality Municipal Inc Trust (IQI) | 0.0 | $108k | NEW | 11k | 9.51 |
|
E2open Parent Holdings Com Cl A (ETWO) | 0.0 | $86k | 20k | 4.39 |
|
|
Ocular Therapeutix (OCUL) | 0.0 | $79k | NEW | 18k | 4.46 |
|
Pet Acquisition LLC -Class A (WOOF) | 0.0 | $64k | -3% | 20k | 3.16 |
|
Globalstar (GSAT) | 0.0 | $41k | 21k | 1.94 |
|
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Amarin Corp Spons Adr New (AMRN) | 0.0 | $9.8k | 11k | 0.87 |
|
|
Chicken Soup For The Soul En Cl A (CSSE) | 0.0 | $3.9k | 18k | 0.22 |
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Past Filings by Relyea Zuckerberg Hanson
SEC 13F filings are viewable for Relyea Zuckerberg Hanson going back to 2019
- 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
- Relyea Zuckerberg Hanson 2020 Q3 filed Oct. 16, 2020
- Relyea Zuckerberg Hanson 2020 Q2 filed July 13, 2020