Relyea Zuckerberg Hanson

Relyea Zuckerberg Hanson as of March 31, 2025

Portfolio Holdings for Relyea Zuckerberg Hanson

Relyea Zuckerberg Hanson holds 252 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.2 $90M 244k 370.82
Vanguard Index Fds Value Etf (VTV) 10.6 $79M 457k 172.74
Ishares Tr Rus 1000 Grw Etf (IWF) 5.9 $44M 121k 361.09
Ishares Tr Rus 1000 Val Etf (IWD) 5.5 $41M 217k 188.16
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.5 $33M 360k 91.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $23M 461k 50.83
Microsoft Corporation (MSFT) 2.7 $20M 54k 375.39
Apple (AAPL) 2.5 $19M 85k 222.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $15M 27k 559.40
NVIDIA Corporation (NVDA) 1.8 $14M 124k 108.38
Ishares Tr Core Msci Intl (IDEV) 1.6 $12M 173k 68.89
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.5 $11M 34k 334.48
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.4 $10M 56k 184.19
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.4 $10M 100k 100.67
Ishares Tr Esg Awr Msci Usa (ESGU) 1.3 $10M 82k 121.91
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $9.1M 33k 274.84
Select Sector Spdr Tr Technology (XLK) 1.1 $8.2M 40k 206.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $8.0M 17k 468.92
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $7.3M 91k 80.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $7.3M 39k 186.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $7.3M 14k 513.89
Vanguard World Esg Us Stk Etf (ESGV) 0.9 $6.7M 68k 97.95
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $6.7M 27k 251.77
Ishares Tr Rus 1000 Etf (IWB) 0.9 $6.6M 21k 306.74
Ishares Tr Core Msci Eafe (IEFA) 0.8 $6.2M 83k 75.65
Amazon (AMZN) 0.8 $6.0M 31k 190.26
JPMorgan Chase & Co. (JPM) 0.8 $5.6M 23k 245.30
Johnson & Johnson (JNJ) 0.7 $5.4M 33k 165.84
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.7 $5.3M 56k 94.67
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $5.2M 60k 87.17
Abbvie (ABBV) 0.7 $5.1M 24k 209.52
Visa Com Cl A (V) 0.7 $5.1M 14k 350.46
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $4.7M 58k 81.69
Alphabet Cap Stk Cl C (GOOG) 0.6 $4.5M 29k 156.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $4.4M 8.2k 532.58
Alphabet Cap Stk Cl A (GOOGL) 0.6 $4.3M 28k 154.64
Procter & Gamble Company (PG) 0.6 $4.3M 25k 170.42
Exxon Mobil Corporation (XOM) 0.6 $4.2M 35k 118.93
Automatic Data Processing (ADP) 0.5 $4.0M 13k 305.54
Meta Platforms Cl A (META) 0.5 $4.0M 6.9k 576.40
Select Sector Spdr Tr Indl (XLI) 0.5 $3.6M 28k 131.07
Spdr Gold Tr Gold Shs (GLD) 0.5 $3.4M 12k 288.14
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $3.2M 28k 114.87
Abbott Laboratories (ABT) 0.4 $3.1M 24k 132.65
Accenture Plc Ireland Shs Class A (ACN) 0.4 $2.7M 8.8k 312.03
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $2.7M 14k 197.46
Coca-Cola Company (KO) 0.4 $2.7M 37k 71.62
Eli Lilly & Co. (LLY) 0.4 $2.6M 3.1k 825.99
Home Depot (HD) 0.3 $2.5M 6.9k 366.47
Broadcom (AVGO) 0.3 $2.3M 14k 167.42
Tetra Tech (TTEK) 0.3 $2.3M 78k 29.25
UnitedHealth (UNH) 0.3 $2.2M 4.2k 523.73
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $2.2M 8.6k 255.54
Ishares Msci Emrg Chn (EMXC) 0.3 $2.2M 40k 55.09
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $2.1M 11k 193.01
Mastercard Incorporated Cl A (MA) 0.3 $2.1M 3.8k 548.15
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.0M 11k 193.98
Star Bulk Carriers Corp. Shs Par (SBLK) 0.3 $2.0M 125k 15.56
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $2.0M 88k 22.08
McDonald's Corporation (MCD) 0.3 $1.9M 6.2k 312.38
Costco Wholesale Corporation (COST) 0.3 $1.9M 2.0k 945.85
Lightpath Technologies Com Cl A (LPTH) 0.3 $1.9M 947k 2.01
Ishares Gold Tr Ishares New (IAU) 0.3 $1.9M 32k 58.96
Cisco Systems (CSCO) 0.2 $1.8M 30k 61.71
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $1.8M 22k 82.54
Marsh & McLennan Companies (MMC) 0.2 $1.8M 7.4k 244.04
Vanguard World Inf Tech Etf (VGT) 0.2 $1.8M 3.3k 542.34
Fastly Cl A (FSLY) 0.2 $1.7M 274k 6.33
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $1.7M 33k 51.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.6M 33k 49.62
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.6M 8.0k 199.49
Pepsi (PEP) 0.2 $1.6M 10k 149.94
Boston Scientific Corporation (BSX) 0.2 $1.5M 15k 100.88
Oracle Corporation (ORCL) 0.2 $1.5M 11k 139.82
Wal-Mart Stores (WMT) 0.2 $1.4M 16k 87.79
Select Sector Spdr Tr Financial (XLF) 0.2 $1.4M 28k 49.81
Tesla Motors (TSLA) 0.2 $1.3M 5.2k 259.16
Chubb (CB) 0.2 $1.3M 4.4k 301.96
Ishares Tr Esg Aware Msci (ESML) 0.2 $1.3M 34k 38.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.3M 21k 60.66
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.3M 8.5k 150.98
Union Pacific Corporation (UNP) 0.2 $1.2M 4.9k 236.25
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $1.2M 12k 92.79
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.1M 8.9k 128.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $1.1M 11k 103.47
Philip Morris International (PM) 0.2 $1.1M 7.2k 158.73
Morgan Stanley Com New (MS) 0.1 $1.1M 9.5k 116.67
Goldman Sachs (GS) 0.1 $1.1M 2.0k 546.25
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $1.0M 17k 61.89
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.0M 1.8k 561.96
McKesson Corporation (MCK) 0.1 $1.0M 1.5k 672.99
Honeywell International (HON) 0.1 $1.0M 4.8k 211.74
Netflix (NFLX) 0.1 $1.0M 1.1k 932.53
Merck & Co (MRK) 0.1 $989k 11k 89.76
Stryker Corporation (SYK) 0.1 $960k 2.6k 372.23
Chevron Corporation (CVX) 0.1 $952k 5.7k 167.30
Applied Materials (AMAT) 0.1 $950k 6.5k 145.12
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $906k 18k 49.73
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $901k 11k 83.92
Linde SHS (LIN) 0.1 $869k 1.9k 465.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $829k 33k 25.04
Blackrock (BLK) 0.1 $821k 868.00 946.10
Emerson Electric (EMR) 0.1 $818k 7.5k 109.65
Global X Fds Artificial Etf (AIQ) 0.1 $812k 22k 36.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $798k 1.00 798442.00
Thermo Fisher Scientific (TMO) 0.1 $797k 1.6k 497.66
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $796k 5.4k 146.62
Ecolab (ECL) 0.1 $788k 3.1k 253.52
Progressive Corporation (PGR) 0.1 $779k 2.8k 282.97
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $762k 20k 38.34
Intel Corporation (INTC) 0.1 $744k 33k 22.71
Raytheon Technologies Corp (RTX) 0.1 $733k 5.5k 132.47
Ishares Tr Msci Eafe Etf (EFA) 0.1 $723k 8.8k 81.73
Bank of America Corporation (BAC) 0.1 $722k 17k 41.73
American Water Works (AWK) 0.1 $719k 4.9k 147.52
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $710k 12k 58.35
Yum! Brands (YUM) 0.1 $675k 4.3k 157.36
Servicenow (NOW) 0.1 $673k 845.00 796.14
3M Company (MMM) 0.1 $668k 4.5k 146.87
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $640k 24k 26.20
Paychex (PAYX) 0.1 $639k 4.1k 154.28
salesforce (CRM) 0.1 $624k 2.3k 268.36
At&t (T) 0.1 $619k 22k 28.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $594k 3.4k 173.22
Nextera Energy (NEE) 0.1 $594k 8.4k 70.89
Aon Shs Cl A (AON) 0.1 $570k 1.4k 399.18
Lowe's Companies (LOW) 0.1 $565k 2.4k 233.19
Information Services (III) 0.1 $561k 144k 3.91
International Business Machines (IBM) 0.1 $558k 2.2k 248.66
Church & Dwight (CHD) 0.1 $555k 5.0k 110.09
Caterpillar (CAT) 0.1 $555k 1.7k 329.73
Ark Etf Tr Innovation Etf (ARKK) 0.1 $545k 12k 47.58
Amgen (AMGN) 0.1 $536k 1.7k 311.55
Illinois Tool Works (ITW) 0.1 $530k 2.1k 247.96
Vanguard Index Fds Large Cap Etf (VV) 0.1 $528k 2.1k 257.00
Wisdomtree Tr Us High Dividend (DHS) 0.1 $522k 5.3k 99.16
Walt Disney Company (DIS) 0.1 $520k 5.3k 98.70
Verisk Analytics (VRSK) 0.1 $514k 1.7k 297.63
Starbucks Corporation (SBUX) 0.1 $514k 5.2k 98.09
Adobe Systems Incorporated (ADBE) 0.1 $513k 1.3k 383.53
Wells Fargo & Company (WFC) 0.1 $510k 7.1k 71.79
Ge Aerospace Com New (GE) 0.1 $509k 2.5k 200.17
Paypal Holdings (PYPL) 0.1 $499k 7.7k 65.25
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $497k 4.9k 100.71
PPG Industries (PPG) 0.1 $492k 4.5k 109.35
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $488k 7.6k 64.52
Seacoast Bkg Corp Fla Com New (SBCF) 0.1 $487k 19k 25.73
Intuit (INTU) 0.1 $480k 781.00 613.99
AFLAC Incorporated (AFL) 0.1 $478k 4.3k 111.19
American Express Company (AXP) 0.1 $474k 1.8k 269.05
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $472k 4.5k 104.56
S&p Global (SPGI) 0.1 $469k 923.00 508.17
Ishares Tr S&p 100 Etf (OEF) 0.1 $467k 1.7k 270.90
Ishares Tr New York Mun Etf (NYF) 0.1 $466k 8.9k 52.65
Moody's Corporation (MCO) 0.1 $466k 1.0k 465.69
Advanced Micro Devices (AMD) 0.1 $464k 4.5k 102.74
Deere & Company (DE) 0.1 $461k 982.00 469.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $450k 8.6k 52.37
Altria (MO) 0.1 $449k 7.5k 60.02
Qualcomm (QCOM) 0.1 $447k 2.9k 153.59
Verizon Communications (VZ) 0.1 $443k 9.8k 45.36
Charles Schwab Corporation (SCHW) 0.1 $441k 5.6k 78.28
State Street Corporation (STT) 0.1 $438k 4.9k 89.53
Hartford Financial Services (HIG) 0.1 $435k 3.5k 123.73
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $425k 6.5k 65.76
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $421k 3.5k 119.71
Southern Company (SO) 0.1 $419k 4.6k 91.94
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $418k 13k 31.85
Texas Instruments Incorporated (TXN) 0.1 $417k 2.3k 179.69
CSX Corporation (CSX) 0.1 $416k 14k 29.43
Blackstone Group Inc Com Cl A (BX) 0.1 $415k 3.0k 139.78
TJX Companies (TJX) 0.1 $412k 3.4k 121.80
Citigroup Com New (C) 0.1 $411k 5.8k 70.99
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $410k 8.8k 46.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $406k 4.4k 92.83
Cigna Corp (CI) 0.1 $397k 1.2k 329.01
Vanguard Index Fds Small Cp Etf (VB) 0.1 $396k 1.8k 221.78
Danaher Corporation (DHR) 0.1 $391k 1.9k 205.03
Waste Management (WM) 0.1 $388k 1.7k 231.48
Norfolk Southern (NSC) 0.1 $386k 1.6k 236.85
Parker-Hannifin Corporation (PH) 0.1 $375k 618.00 607.45
Ishares Tr National Mun Etf (MUB) 0.1 $375k 3.6k 105.44
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $369k 762.00 484.82
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $369k 1.9k 191.23
Metropcs Communications (TMUS) 0.0 $368k 1.4k 266.73
Medtronic SHS (MDT) 0.0 $361k 4.0k 89.86
United Rentals (URI) 0.0 $354k 565.00 626.70
Colgate-Palmolive Company (CL) 0.0 $346k 3.7k 93.71
Gilead Sciences (GILD) 0.0 $344k 3.1k 112.05
Duke Energy Corp Com New (DUK) 0.0 $344k 2.8k 121.99
Eaton Corp SHS (ETN) 0.0 $341k 1.3k 271.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $341k 12k 27.96
Uber Technologies (UBER) 0.0 $337k 4.6k 72.86
Northrop Grumman Corporation (NOC) 0.0 $334k 652.00 512.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $334k 7.4k 45.26
Fiserv (FI) 0.0 $331k 1.5k 220.83
Palantir Technologies Cl A (PLTR) 0.0 $326k 3.9k 84.40
Bristol Myers Squibb (BMY) 0.0 $323k 5.3k 60.99
Hilton Worldwide Holdings (HLT) 0.0 $320k 1.4k 227.55
Discover Financial Services 0.0 $313k 1.8k 170.71
Zoetis Cl A (ZTS) 0.0 $309k 1.9k 164.63
Corning Incorporated (GLW) 0.0 $303k 6.6k 45.78
American Tower Reit (AMT) 0.0 $293k 1.3k 217.61
Intuitive Surgical Com New (ISRG) 0.0 $289k 584.00 495.27
Bank of New York Mellon Corporation (BK) 0.0 $289k 3.4k 83.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $286k 3.4k 85.08
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $285k 3.4k 83.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $285k 4.6k 62.10
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $284k 7.0k 40.49
Analog Devices (ADI) 0.0 $281k 1.4k 201.68
Comcast Corp Cl A (CMCSA) 0.0 $279k 7.6k 36.90
Palo Alto Networks (PANW) 0.0 $278k 1.6k 170.64
Lam Research Corp Com New (LRCX) 0.0 $276k 3.8k 72.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $275k 1.6k 170.89
Clorox Company (CLX) 0.0 $271k 1.8k 147.25
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $270k 2.6k 105.59
Cbre Group Cl A (CBRE) 0.0 $270k 2.1k 130.78
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $265k 2.5k 106.90
PNC Financial Services (PNC) 0.0 $258k 1.5k 175.77
Anthem (ELV) 0.0 $258k 593.00 434.97
Tema Etf Trust Glp-1 Obesity (HRTS) 0.0 $257k 8.8k 29.33
Kinder Morgan (KMI) 0.0 $257k 9.0k 28.53
Trimble Navigation (TRMB) 0.0 $255k 3.9k 65.65
Trane Technologies SHS (TT) 0.0 $254k 755.00 337.00
Hershey Company (HSY) 0.0 $254k 1.5k 171.03
Lockheed Martin Corporation (LMT) 0.0 $254k 568.00 446.80
W.W. Grainger (GWW) 0.0 $252k 255.00 989.07
Iron Mountain (IRM) 0.0 $252k 2.9k 86.05
Booking Holdings (BKNG) 0.0 $249k 54.00 4607.07
Motorola Solutions Com New (MSI) 0.0 $248k 566.00 437.81
Carrier Global Corporation (CARR) 0.0 $245k 3.9k 63.40
Kla Corp Com New (KLAC) 0.0 $243k 358.00 679.80
Pfizer (PFE) 0.0 $241k 9.5k 25.34
Mondelez Intl Cl A (MDLZ) 0.0 $240k 3.5k 67.86
Arthur J. Gallagher & Co. (AJG) 0.0 $239k 691.00 345.24
Ishares Tr Cohen Steer Reit (ICF) 0.0 $234k 3.8k 61.53
Applovin Corp Com Cl A (APP) 0.0 $229k 863.00 264.97
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $226k 1.9k 122.03
United Parcel Service CL B (UPS) 0.0 $224k 2.0k 109.99
Intercontinental Exchange (ICE) 0.0 $221k 1.3k 172.50
Amphenol Corp Cl A (APH) 0.0 $217k 3.3k 65.60
American Electric Power Company (AEP) 0.0 $212k 1.9k 109.27
SYSCO Corporation (SYY) 0.0 $210k 2.8k 75.04
Micron Technology (MU) 0.0 $205k 2.4k 86.89
Us Bancorp Del Com New (USB) 0.0 $203k 4.8k 42.22
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $201k 1.7k 116.57
Ocular Therapeutix (OCUL) 0.0 $129k 18k 7.33
Pangaea Logistics Solution L SHS (PANL) 0.0 $110k 23k 4.76
Sfl Corporation SHS (SFL) 0.0 $104k 13k 8.20
Pet Acquisition LLC -Class A (WOOF) 0.0 $71k 23k 3.05
E2open Parent Holdings Com Cl A (ETWO) 0.0 $39k 20k 2.00
Amarin Corp Spons Adr New 0.0 $5.1k 11k 0.45