Relyea Zuckerberg Hanson

Relyea Zuckerberg Hanson as of June 30, 2025

Portfolio Holdings for Relyea Zuckerberg Hanson

Relyea Zuckerberg Hanson holds 259 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.6 $108M 246k 438.40
Vanguard Index Fds Value Etf (VTV) 9.5 $81M 458k 176.74
Ishares Tr Rus 1000 Grw Etf (IWF) 6.0 $51M 121k 424.58
Ishares Tr Rus 1000 Val Etf (IWD) 4.9 $42M 216k 194.23
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 4.0 $34M 371k 91.73
Microsoft Corporation (MSFT) 3.2 $28M 55k 497.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $26M 463k 57.01
Apple (AAPL) 2.8 $24M 115k 205.17
NVIDIA Corporation (NVDA) 2.4 $20M 127k 157.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $18M 29k 617.84
Ishares Tr Core Msci Intl (IDEV) 1.8 $15M 199k 76.04
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.5 $13M 33k 396.54
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.4 $12M 119k 100.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $12M 21k 551.64
Ishares Tr Esg Awr Msci Usa (ESGU) 1.3 $11M 80k 135.30
Select Sector Spdr Tr Technology (XLK) 1.2 $10M 40k 253.23
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $10M 33k 303.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $9.8M 17k 568.01
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.1 $9.6M 51k 188.71
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.0 $8.4M 89k 95.32
JPMorgan Chase & Co. (JPM) 1.0 $8.2M 28k 289.91
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.0 $8.2M 55k 147.62
Ishares Tr Rus 1000 Etf (IWB) 0.9 $7.8M 23k 339.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $7.5M 38k 195.01
Amazon (AMZN) 0.9 $7.3M 33k 219.39
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $7.2M 66k 109.64
Ishares Tr Core Msci Eafe (IEFA) 0.8 $6.9M 83k 83.48
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $6.9M 25k 276.94
Select Sector Spdr Tr Indl (XLI) 0.7 $6.0M 41k 147.52
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $5.5M 60k 91.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $5.5M 61k 89.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $5.4M 11k 485.77
Meta Platforms Cl A (META) 0.6 $5.4M 7.3k 738.08
Visa Com Cl A (V) 0.6 $5.3M 15k 355.04
Alphabet Cap Stk Cl C (GOOG) 0.6 $5.1M 29k 177.39
Alphabet Cap Stk Cl A (GOOGL) 0.6 $5.1M 29k 176.23
Abbvie (ABBV) 0.5 $4.6M 25k 185.62
Johnson & Johnson (JNJ) 0.5 $4.3M 28k 152.75
Broadcom (AVGO) 0.5 $4.2M 15k 275.66
Procter & Gamble Company (PG) 0.5 $4.1M 26k 159.32
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $4.1M 37k 109.20
Automatic Data Processing (ADP) 0.5 $4.0M 13k 308.39
Exxon Mobil Corporation (XOM) 0.4 $3.7M 35k 107.80
Spdr Gold Tr Gold Shs (GLD) 0.4 $3.6M 12k 304.83
Ishares Tr Esg Optimized (SUSA) 0.4 $3.4M 27k 126.75
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $3.4M 40k 85.21
Abbott Laboratories (ABT) 0.4 $3.3M 24k 136.01
Eli Lilly & Co. (LLY) 0.4 $3.0M 3.9k 779.59
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $3.0M 14k 217.32
Lightpath Technologies Com Cl A (LPTH) 0.3 $2.9M 947k 3.08
Tetra Tech (TTEK) 0.3 $2.8M 78k 35.96
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.8M 14k 204.66
Home Depot (HD) 0.3 $2.6M 7.1k 366.63
Coca-Cola Company (KO) 0.3 $2.6M 37k 70.75
Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.6M 8.6k 298.90
Select Sector Spdr Tr Financial (XLF) 0.3 $2.5M 48k 52.37
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $2.4M 8.5k 285.84
Oracle Corporation (ORCL) 0.3 $2.3M 11k 218.63
Mastercard Incorporated Cl A (MA) 0.3 $2.3M 4.0k 561.97
Cisco Systems (CSCO) 0.3 $2.2M 32k 69.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $2.2M 89k 24.44
Star Bulk Carriers Corp. Shs Par (SBLK) 0.3 $2.2M 125k 17.25
Costco Wholesale Corporation (COST) 0.2 $2.1M 2.1k 990.10
Ishares Msci Emrg Chn (EMXC) 0.2 $2.1M 34k 63.14
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.1M 3.4k 620.98
Tesla Motors (TSLA) 0.2 $2.1M 6.5k 317.66
Ishares Gold Tr Ishares New (IAU) 0.2 $2.0M 32k 62.36
Fastly Cl A (FSLY) 0.2 $1.9M 274k 7.06
Ishares Tr Esg Aware Msci (ESML) 0.2 $1.8M 44k 41.33
McDonald's Corporation (MCD) 0.2 $1.8M 6.2k 292.19
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.8M 8.3k 215.78
Wal-Mart Stores (WMT) 0.2 $1.7M 18k 97.78
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $1.7M 33k 52.34
Blackrock (BLK) 0.2 $1.7M 1.6k 1049.14
Boston Scientific Corporation (BSX) 0.2 $1.6M 15k 107.41
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $1.6M 25k 65.52
Marsh & McLennan Companies (MMC) 0.2 $1.6M 7.4k 218.65
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $1.6M 7.0k 227.11
Philip Morris International (PM) 0.2 $1.6M 8.7k 182.13
Netflix (NFLX) 0.2 $1.6M 1.2k 1339.13
Vanguard World Inf Tech Etf (VGT) 0.2 $1.6M 2.4k 663.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.5M 11k 134.79
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.5M 8.1k 181.75
Goldman Sachs (GS) 0.2 $1.4M 2.0k 707.84
Morgan Stanley Com New (MS) 0.2 $1.4M 10k 140.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.4M 20k 67.22
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.3M 8.5k 157.76
Applied Materials (AMAT) 0.1 $1.3M 6.9k 183.07
Chubb (CB) 0.1 $1.2M 4.3k 289.72
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.2M 8.9k 133.31
Pepsi (PEP) 0.1 $1.2M 8.9k 132.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.2M 24k 49.03
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.1M 11k 102.91
UnitedHealth (UNH) 0.1 $1.1M 3.6k 311.95
McKesson Corporation (MCK) 0.1 $1.1M 1.5k 732.78
Honeywell International (HON) 0.1 $1.1M 4.6k 232.86
Stryker Corporation (SYK) 0.1 $1.0M 2.6k 395.65
Union Pacific Corporation (UNP) 0.1 $1.0M 4.5k 230.09
Global X Fds Artificial Etf (AIQ) 0.1 $986k 23k 43.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $967k 33k 29.21
Emerson Electric (EMR) 0.1 $967k 7.3k 133.34
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $945k 5.5k 173.21
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $913k 18k 49.76
International Business Machines (IBM) 0.1 $890k 3.0k 294.77
Servicenow (NOW) 0.1 $873k 849.00 1028.08
Bank of America Corporation (BAC) 0.1 $854k 18k 47.32
Linde SHS (LIN) 0.1 $840k 1.8k 469.31
Raytheon Technologies Corp (RTX) 0.1 $822k 5.6k 146.03
Ecolab (ECL) 0.1 $813k 3.0k 269.46
Ishares Tr Msci Eafe Etf (EFA) 0.1 $792k 8.9k 89.39
Ark Etf Tr Innovation Etf (ARKK) 0.1 $792k 11k 70.29
American Express Company (AXP) 0.1 $775k 2.4k 318.98
Merck & Co (MRK) 0.1 $773k 9.8k 79.16
Progressive Corporation (PGR) 0.1 $755k 2.8k 266.86
Lowe's Companies (LOW) 0.1 $745k 3.4k 221.88
Ge Aerospace Com New (GE) 0.1 $732k 2.8k 257.43
salesforce (CRM) 0.1 $731k 2.7k 272.69
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $731k 7.9k 91.97
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $729k 1.00 728800.00
3M Company (MMM) 0.1 $722k 4.7k 152.23
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $711k 12k 61.21
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $686k 8.0k 85.57
Chevron Corporation (CVX) 0.1 $680k 4.7k 143.20
Intel Corporation (INTC) 0.1 $667k 30k 22.40
American Water Works (AWK) 0.1 $667k 4.8k 139.11
At&t (T) 0.1 $661k 23k 28.94
Caterpillar (CAT) 0.1 $634k 1.6k 388.13
Capital One Financial (COF) 0.1 $627k 2.9k 212.79
Altria (MO) 0.1 $624k 11k 58.63
Palantir Technologies Cl A (PLTR) 0.1 $623k 4.6k 136.32
Information Services (III) 0.1 $612k 128k 4.80
Walt Disney Company (DIS) 0.1 $611k 4.9k 124.00
Thermo Fisher Scientific (TMO) 0.1 $605k 1.5k 405.35
Paychex (PAYX) 0.1 $598k 4.1k 145.46
Intuit (INTU) 0.1 $596k 757.00 787.63
Vanguard Index Fds Large Cap Etf (VV) 0.1 $586k 2.1k 285.27
Nextera Energy (NEE) 0.1 $584k 8.4k 69.42
Advanced Micro Devices (AMD) 0.1 $580k 4.1k 141.90
Yum! Brands (YUM) 0.1 $579k 3.9k 148.18
Qualcomm (QCOM) 0.1 $577k 3.6k 159.24
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $566k 6.0k 93.88
Wells Fargo & Company (WFC) 0.1 $548k 6.8k 80.13
Charles Schwab Corporation (SCHW) 0.1 $543k 6.0k 91.24
State Street Corporation (STT) 0.1 $526k 4.9k 106.34
Ishares Tr S&p 100 Etf (OEF) 0.1 $525k 1.7k 304.33
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $525k 8.5k 62.02
Deere & Company (DE) 0.1 $517k 1.0k 508.49
Citigroup Com New (C) 0.1 $512k 6.0k 85.12
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $511k 4.7k 108.35
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $511k 6.7k 76.54
S&p Global (SPGI) 0.1 $508k 964.00 527.36
PPG Industries (PPG) 0.1 $508k 4.5k 113.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $505k 18k 28.05
Wisdomtree Tr Us High Dividend (DHS) 0.1 $505k 5.3k 95.98
Moody's Corporation (MCO) 0.1 $498k 993.00 501.59
Aon Shs Cl A (AON) 0.1 $495k 1.4k 356.84
Verisk Analytics (VRSK) 0.1 $490k 1.6k 311.51
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $490k 4.5k 109.29
Uber Technologies (UBER) 0.1 $487k 5.2k 93.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $481k 4.4k 110.10
Adobe Systems Incorporated (ADBE) 0.1 $477k 1.2k 386.88
Illinois Tool Works (ITW) 0.1 $473k 1.9k 247.26
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $471k 6.5k 72.70
Eaton Corp SHS (ETN) 0.1 $470k 1.3k 357.05
AFLAC Incorporated (AFL) 0.1 $465k 4.4k 105.46
Paypal Holdings (PYPL) 0.1 $464k 6.2k 74.32
Parker-Hannifin Corporation (PH) 0.1 $455k 652.00 698.14
Amgen (AMGN) 0.1 $452k 1.6k 279.21
Hartford Financial Services (HIG) 0.1 $449k 3.5k 126.87
Verizon Communications (VZ) 0.1 $444k 10k 43.27
Church & Dwight (CHD) 0.1 $441k 4.6k 96.11
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $441k 11k 40.74
Norfolk Southern (NSC) 0.1 $436k 1.7k 255.97
TJX Companies (TJX) 0.1 $433k 3.5k 123.50
Ge Vernova (GEV) 0.1 $427k 807.00 528.88
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $427k 8.1k 52.76
Vanguard Index Fds Small Cp Etf (VB) 0.0 $417k 1.8k 237.01
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $411k 1.9k 211.86
Blackstone Group Inc Com Cl A (BX) 0.0 $410k 2.7k 149.58
CSX Corporation (CSX) 0.0 $404k 12k 32.63
Duke Energy Corp Com New (DUK) 0.0 $403k 3.4k 118.02
Waste Management (WM) 0.0 $400k 1.7k 228.79
Intuitive Surgical Com New (ISRG) 0.0 $395k 727.00 543.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $392k 3.7k 106.33
Hilton Worldwide Holdings (HLT) 0.0 $385k 1.4k 266.34
Cigna Corp (CI) 0.0 $385k 1.2k 330.59
Texas Instruments Incorporated (TXN) 0.0 $385k 1.9k 207.61
Southern Company (SO) 0.0 $383k 4.2k 91.82
Analog Devices (ADI) 0.0 $376k 1.6k 238.03
Seacoast Bkg Corp Fla Com New (SBCF) 0.0 $373k 14k 27.62
Ishares Tr National Mun Etf (MUB) 0.0 $371k 3.6k 104.48
United Rentals (URI) 0.0 $368k 489.00 753.40
Booking Holdings (BKNG) 0.0 $365k 63.00 5789.43
Amphenol Corp Cl A (APH) 0.0 $364k 3.7k 98.76
Corning Incorporated (GLW) 0.0 $352k 6.7k 52.59
Lam Research Corp Com New (LRCX) 0.0 $350k 3.6k 97.34
Colgate-Palmolive Company (CL) 0.0 $349k 3.8k 90.91
Metropcs Communications (TMUS) 0.0 $346k 1.5k 238.28
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $343k 9.7k 35.49
Gilead Sciences (GILD) 0.0 $337k 3.0k 110.87
Northrop Grumman Corporation (NOC) 0.0 $333k 666.00 500.20
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $332k 3.1k 107.98
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $327k 4.7k 69.91
Pfizer (PFE) 0.0 $323k 13k 24.24
Iron Mountain (IRM) 0.0 $322k 3.1k 102.58
Trane Technologies SHS (TT) 0.0 $321k 733.00 437.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $317k 4.6k 69.09
American Tower Reit (AMT) 0.0 $316k 1.4k 221.03
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $316k 1.7k 182.82
Trimble Navigation (TRMB) 0.0 $315k 4.1k 75.98
Palo Alto Networks (PANW) 0.0 $305k 1.5k 204.64
Kla Corp Com New (KLAC) 0.0 $303k 338.00 895.74
Bank of New York Mellon Corporation (BK) 0.0 $301k 3.3k 91.12
Starbucks Corporation (SBUX) 0.0 $300k 3.3k 91.64
PNC Financial Services (PNC) 0.0 $293k 1.6k 186.42
Ameriprise Financial (AMP) 0.0 $291k 546.00 533.73
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $284k 2.5k 114.45
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $284k 637.00 445.20
Carrier Global Corporation (CARR) 0.0 $282k 3.9k 73.19
Cbre Group Cl A (CBRE) 0.0 $278k 2.0k 140.12
Kinder Morgan (KMI) 0.0 $276k 9.4k 29.40
Micron Technology (MU) 0.0 $274k 2.2k 123.25
Marathon Petroleum Corp (MPC) 0.0 $272k 1.6k 166.12
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $264k 6.3k 41.91
W.W. Grainger (GWW) 0.0 $261k 251.00 1041.57
Boeing Company (BA) 0.0 $260k 1.2k 209.53
Applovin Corp Com Cl A (APP) 0.0 $260k 742.00 350.08
Roundhill Etf Trust Glp 1 & Weight L (OZEM) 0.0 $254k 10k 25.22
Lockheed Martin Corporation (LMT) 0.0 $252k 543.00 463.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $251k 1.9k 135.05
Mondelez Intl Cl A (MDLZ) 0.0 $250k 3.7k 67.44
Pure Storage Cl A (PSTG) 0.0 $250k 4.3k 57.58
Fiserv (FI) 0.0 $245k 1.4k 172.41
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $245k 1.7k 141.72
Crowdstrike Hldgs Cl A (CRWD) 0.0 $241k 474.00 509.31
Medtronic SHS (MDT) 0.0 $241k 2.8k 87.17
Nike CL B (NKE) 0.0 $239k 3.4k 71.03
Motorola Solutions Com New (MSI) 0.0 $238k 567.00 420.46
Ishares Tr Select Us Reit (ICF) 0.0 $232k 3.8k 61.16
Cadence Design Systems (CDNS) 0.0 $231k 748.00 308.15
Intercontinental Exchange (ICE) 0.0 $230k 1.3k 183.47
Arthur J. Gallagher & Co. (AJG) 0.0 $224k 701.00 320.12
Howmet Aerospace (HWM) 0.0 $224k 1.2k 186.13
Danaher Corporation (DHR) 0.0 $222k 1.1k 197.59
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $222k 2.4k 90.98
Marriott Intl Cl A (MAR) 0.0 $213k 779.00 273.21
SYSCO Corporation (SYY) 0.0 $212k 2.8k 75.74
ResMed (RMD) 0.0 $211k 819.00 258.00
Nasdaq Omx (NDAQ) 0.0 $211k 2.4k 89.42
Cummins (CMI) 0.0 $210k 640.00 327.75
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $202k 1.6k 123.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $201k 9.1k 22.10
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $201k 2.1k 93.99
Comcast Corp Cl A (CMCSA) 0.0 $201k 5.6k 35.69
Ocular Therapeutix (OCUL) 0.0 $163k 18k 9.28
Pangaea Logistics Solution L SHS (PANL) 0.0 $109k 23k 4.70
Sfl Corporation SHS (SFL) 0.0 $105k 13k 8.33
Pet Acquisition LLC -Class A (WOOF) 0.0 $65k 23k 2.83
E2open Parent Holdings Com Cl A (ETWO) 0.0 $63k 20k 3.23