Relyea Zuckerberg Hanson

Relyea Zuckerberg Hanson as of Dec. 31, 2025

Portfolio Holdings for Relyea Zuckerberg Hanson

Relyea Zuckerberg Hanson holds 262 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.0 $119M 243k 487.86
Vanguard Index Fds Value Etf (VTV) 8.9 $88M 461k 190.99
Ishares Tr Rus 1000 Grw Etf (IWF) 5.6 $56M 118k 473.30
Ishares Tr Rus 1000 Val Etf (IWD) 4.4 $44M 208k 210.34
Spdr Series Trust State Street Spd (BIL) 4.3 $42M 462k 91.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.6 $36M 574k 62.47
Ea Series Trust Alpha Architect (AAUS) 3.3 $33M 601k 55.11
Microsoft Corporation (MSFT) 2.7 $27M 56k 483.62
Apple (AAPL) 2.6 $26M 96k 271.86
NVIDIA Corporation (NVDA) 2.3 $23M 124k 186.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $20M 30k 681.92
Ishares Tr Core Msci Intl (IDEV) 1.7 $17M 207k 82.48
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.7 $17M 166k 100.38
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.3 $13M 29k 444.58
Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $12M 78k 148.98
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $11M 33k 335.27
Select Sector Spdr Tr State Street Tec (XLK) 1.1 $11M 76k 143.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $11M 17k 627.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $11M 17k 614.30
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.0 $10M 50k 204.85
Spdr Series Trust State Street Spd (SPYG) 0.9 $9.4M 88k 106.70
Alphabet Cap Stk Cl C (GOOG) 0.9 $9.1M 29k 313.80
Alphabet Cap Stk Cl A (GOOGL) 0.9 $9.1M 29k 313.00
JPMorgan Chase & Co. (JPM) 0.9 $8.9M 28k 322.22
Ishares Tr Rus 1000 Etf (IWB) 0.9 $8.6M 23k 373.44
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $8.4M 70k 120.96
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.8 $8.3M 56k 147.73
Lightpath Technologies Com Cl A (LPTH) 0.8 $8.3M 766k 10.80
Ishares Tr Core Msci Eafe (IEFA) 0.8 $8.0M 89k 89.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $7.8M 37k 211.79
Amazon (AMZN) 0.8 $7.7M 34k 230.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $7.2M 24k 302.12
Johnson & Johnson (JNJ) 0.7 $6.5M 32k 206.95
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $6.5M 69k 95.09
Abbvie (ABBV) 0.7 $6.4M 28k 228.49
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $6.1M 60k 101.98
Visa Com Cl A (V) 0.6 $5.6M 16k 350.71
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.6 $5.4M 45k 121.75
Broadcom (AVGO) 0.5 $4.9M 14k 346.10
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $4.7M 55k 85.37
Meta Platforms Cl A (META) 0.5 $4.7M 7.1k 660.09
Spdr Gold Tr Gold Shs (GLD) 0.5 $4.6M 12k 396.31
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.5 $4.6M 93k 49.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.3M 8.5k 502.65
Select Sector Spdr Tr State Street Ind (XLI) 0.4 $4.3M 28k 155.12
Exxon Mobil Corporation (XOM) 0.4 $4.2M 35k 120.34
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $4.2M 45k 92.30
Automatic Data Processing (ADP) 0.4 $3.7M 15k 257.22
Select Sector Spdr Tr State Street Fin (XLF) 0.4 $3.6M 65k 54.77
Eli Lilly & Co. (LLY) 0.4 $3.5M 3.3k 1074.76
Ishares Tr Esg Optimized (SUSA) 0.3 $3.3M 24k 139.34
Abbott Laboratories (ABT) 0.3 $3.2M 26k 125.29
Ab Active Etfs New York Interme (NYM) 0.3 $3.2M 129k 25.00
Procter & Gamble Company (PG) 0.3 $3.2M 22k 143.31
Tesla Motors (TSLA) 0.3 $2.9M 6.5k 449.72
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.9M 13k 219.77
Fastly Cl A (FSLY) 0.3 $2.8M 274k 10.18
Tetra Tech (TTEK) 0.3 $2.8M 83k 33.54
Select Sector Spdr Tr State Street Con (XLY) 0.3 $2.7M 23k 119.41
Cisco Systems (CSCO) 0.3 $2.6M 34k 77.03
Coca-Cola Company (KO) 0.3 $2.6M 37k 69.91
Home Depot (HD) 0.3 $2.6M 7.5k 344.11
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $2.6M 7.9k 323.02
Ishares Gold Tr Ishares New (IAU) 0.3 $2.6M 32k 81.17
Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.5M 9.2k 268.30
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.5M 3.6k 684.96
Star Bulk Carriers Corp. Shs Par (SBLK) 0.2 $2.4M 125k 19.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.4M 89k 26.91
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $2.3M 15k 154.80
Ishares Msci Emrg Chn (EMXC) 0.2 $2.3M 31k 72.68
Oracle Corporation (ORCL) 0.2 $2.2M 11k 194.91
Mastercard Incorporated Cl A (MA) 0.2 $2.1M 3.7k 570.91
Ishares Tr Esg Aware Msci (ESML) 0.2 $2.1M 45k 45.98
Wal-Mart Stores (WMT) 0.2 $2.0M 18k 111.41
McDonald's Corporation (MCD) 0.2 $2.0M 6.5k 305.64
Spdr Series Trust State Street Spd (SPYV) 0.2 $1.9M 33k 56.81
Costco Wholesale Corporation (COST) 0.2 $1.8M 2.1k 862.24
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $1.8M 7.0k 252.94
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.7M 6.9k 246.18
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.7M 23k 73.56
Goldman Sachs (GS) 0.2 $1.7M 1.9k 878.92
Applied Materials (AMAT) 0.2 $1.6M 6.4k 256.99
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.5M 8.4k 181.21
Morgan Stanley Com New (MS) 0.1 $1.5M 8.3k 177.54
Merck & Co (MRK) 0.1 $1.4M 14k 105.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M 28k 50.29
Blackrock (BLK) 0.1 $1.4M 1.3k 1070.67
Pepsi (PEP) 0.1 $1.4M 9.7k 143.51
Vanguard World Inf Tech Etf (VGT) 0.1 $1.4M 1.8k 753.97
Chubb (CB) 0.1 $1.3M 4.2k 312.09
Boston Scientific Corporation (BSX) 0.1 $1.3M 14k 95.35
Intel Corporation (INTC) 0.1 $1.3M 35k 36.90
Marsh & McLennan Companies 0.1 $1.2M 6.5k 185.53
UnitedHealth (UNH) 0.1 $1.2M 3.6k 330.09
Philip Morris International (PM) 0.1 $1.2M 7.5k 160.40
Thermo Fisher Scientific (TMO) 0.1 $1.2M 2.0k 579.42
Global X Fds Artificial Etf (AIQ) 0.1 $1.2M 23k 50.86
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.1M 11k 102.39
Raytheon Technologies Corp (RTX) 0.1 $1.1M 5.9k 183.41
Union Pacific Corporation (UNP) 0.1 $1.1M 4.6k 231.33
McKesson Corporation (MCK) 0.1 $1.0M 1.3k 820.29
Emerson Electric (EMR) 0.1 $1.0M 7.7k 132.73
Bank of America Corporation (BAC) 0.1 $997k 18k 55.00
Caterpillar (CAT) 0.1 $967k 1.7k 572.76
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $934k 5.8k 161.62
Netflix (NFLX) 0.1 $933k 9.9k 93.76
Ecolab (ECL) 0.1 $929k 3.5k 262.55
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $912k 18k 49.59
Stryker Corporation (SYK) 0.1 $910k 2.6k 351.49
Ishares Tr Msci Eafe Etf (EFA) 0.1 $908k 9.5k 96.03
International Business Machines (IBM) 0.1 $900k 3.0k 296.21
Ge Aerospace Com New (GE) 0.1 $886k 2.9k 307.98
Ark Etf Tr Innovation Etf (ARKK) 0.1 $867k 11k 76.92
Lowe's Companies (LOW) 0.1 $864k 3.6k 241.18
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $840k 17k 49.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $828k 25k 32.62
Advanced Micro Devices (AMD) 0.1 $821k 3.8k 214.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $811k 5.7k 143.52
Honeywell International (HON) 0.1 $809k 4.1k 195.08
Palantir Technologies Cl A (PLTR) 0.1 $803k 4.5k 177.75
Chevron Corporation (CVX) 0.1 $793k 5.2k 152.42
Progressive Corporation (PGR) 0.1 $768k 3.4k 227.75
3M Company (MMM) 0.1 $761k 4.8k 160.10
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $755k 1.00 754800.00
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $739k 7.6k 97.76
Citigroup Com New (C) 0.1 $700k 6.0k 116.69
State Street Corporation (STT) 0.1 $696k 5.4k 129.01
Linde SHS (LIN) 0.1 $696k 1.6k 426.52
Micron Technology (MU) 0.1 $683k 2.4k 285.41
Capital One Financial (COF) 0.1 $681k 2.8k 242.40
Information Services (III) 0.1 $668k 116k 5.78
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $658k 6.2k 106.69
Vanguard Index Fds Large Cap Etf (VV) 0.1 $647k 2.1k 314.77
Wells Fargo & Company (WFC) 0.1 $645k 6.9k 93.21
American Express Company (AXP) 0.1 $644k 1.7k 369.95
Lam Research Corp Com New (LRCX) 0.1 $635k 3.7k 171.18
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $616k 5.1k 120.19
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $613k 6.4k 96.28
Yum! Brands (YUM) 0.1 $607k 4.0k 151.28
At&t (T) 0.1 $603k 24k 24.84
Charles Schwab Corporation (SCHW) 0.1 $596k 6.0k 99.91
American Water Works (AWK) 0.1 $595k 4.6k 130.50
Qualcomm (QCOM) 0.1 $592k 3.5k 171.04
salesforce (CRM) 0.1 $582k 2.2k 264.91
Walt Disney Company (DIS) 0.1 $581k 5.1k 113.77
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $576k 4.7k 121.28
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $572k 6.1k 94.16
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $565k 6.7k 84.24
Parker-Hannifin Corporation (PH) 0.1 $560k 637.00 878.40
TJX Companies (TJX) 0.1 $550k 3.6k 153.61
Ge Vernova (GEV) 0.1 $548k 839.00 653.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $539k 4.4k 123.26
Applovin Corp Com Cl A (APP) 0.1 $532k 789.00 673.82
Nextera Energy (NEE) 0.1 $530k 6.6k 80.28
Corning Incorporated (GLW) 0.1 $528k 6.0k 87.56
Spdr Series Trust State Street Spd (SPYM) 0.1 $523k 6.5k 80.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $506k 7.7k 66.00
Wisdomtree Tr Us High Dividend (DHS) 0.1 $505k 5.0k 101.82
Aon Shs Cl A (AON) 0.1 $502k 1.4k 352.96
Norfolk Southern (NSC) 0.1 $497k 1.7k 288.72
Moody's Corporation (MCO) 0.0 $493k 964.00 510.85
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $489k 16k 30.07
AFLAC Incorporated (AFL) 0.0 $486k 4.4k 110.27
Intuit (INTU) 0.0 $481k 726.00 662.42
Amphenol Corp Cl A (APH) 0.0 $478k 3.5k 135.15
Hartford Financial Services (HIG) 0.0 $471k 3.4k 137.80
Illinois Tool Works (ITW) 0.0 $466k 1.9k 246.29
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $465k 4.0k 115.09
Uber Technologies (UBER) 0.0 $463k 5.7k 81.71
Vanguard Index Fds Small Cp Etf (VB) 0.0 $460k 1.8k 257.98
Ishares Tr Low Carbon Optim (CRBN) 0.0 $452k 2.0k 230.58
CSX Corporation (CSX) 0.0 $450k 12k 36.25
Amgen (AMGN) 0.0 $450k 1.4k 327.31
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $450k 10k 44.65
Deere & Company (DE) 0.0 $447k 960.00 465.57
Paychex (PAYX) 0.0 $442k 3.9k 112.18
Intuitive Surgical Com New (ISRG) 0.0 $442k 780.00 566.36
PPG Industries (PPG) 0.0 $435k 4.2k 102.46
Altria (MO) 0.0 $431k 7.5k 57.66
Blackstone Group Inc Com Cl A (BX) 0.0 $421k 2.7k 154.14
Paypal Holdings (PYPL) 0.0 $420k 7.2k 58.38
Analog Devices (ADI) 0.0 $418k 1.5k 271.21
Hilton Worldwide Holdings (HLT) 0.0 $414k 1.4k 287.25
Servicenow (NOW) 0.0 $404k 2.6k 153.19
S&p Global (SPGI) 0.0 $403k 770.00 522.68
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $399k 5.2k 76.23
Gilead Sciences (GILD) 0.0 $399k 3.3k 122.74
Duke Energy Corp Com New (DUK) 0.0 $398k 3.4k 117.23
Eaton Corp SHS (ETN) 0.0 $395k 1.2k 318.39
Kla Corp Com New (KLAC) 0.0 $395k 325.00 1215.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $394k 2.1k 191.54
Northrop Grumman Corporation (NOC) 0.0 $386k 676.00 570.46
Southern Company (SO) 0.0 $383k 4.4k 87.19
Waste Management (WM) 0.0 $378k 1.7k 219.68
Pfizer (PFE) 0.0 $376k 15k 24.90
Bank of New York Mellon Corporation (BK) 0.0 $374k 3.2k 116.10
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $366k 10k 36.21
Booking Holdings (BKNG) 0.0 $364k 68.00 5355.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $359k 4.8k 75.44
United Rentals (URI) 0.0 $350k 433.00 809.32
Church & Dwight (CHD) 0.0 $349k 4.2k 83.85
Starbucks Corporation (SBUX) 0.0 $347k 4.1k 84.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $338k 1.7k 198.62
PNC Financial Services (PNC) 0.0 $333k 1.6k 208.73
Cummins (CMI) 0.0 $329k 645.00 510.52
Cbre Group Cl A (CBRE) 0.0 $319k 2.0k 160.79
Verizon Communications (VZ) 0.0 $317k 7.8k 40.73
Colgate-Palmolive Company (CL) 0.0 $316k 4.0k 79.03
Trimble Navigation (TRMB) 0.0 $307k 3.9k 78.35
Ishares Tr New York Mun Etf (NYF) 0.0 $306k 5.7k 53.51
General Motors Company (GM) 0.0 $306k 3.8k 81.33
Ishares Tr National Mun Etf (MUB) 0.0 $305k 2.8k 107.11
Palo Alto Networks (PANW) 0.0 $300k 1.6k 184.20
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $285k 2.6k 108.64
Trane Technologies SHS (TT) 0.0 $284k 729.00 389.29
Constellation Energy (CEG) 0.0 $284k 802.00 353.44
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $280k 4.0k 70.41
Metropcs Communications (TMUS) 0.0 $277k 1.4k 203.05
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $275k 2.3k 121.31
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $270k 1.7k 156.67
Danaher Corporation (DHR) 0.0 $268k 1.2k 228.98
Virtus Allianzgi Diversified (ACV) 0.0 $264k 10k 26.29
Medtronic SHS (MDT) 0.0 $261k 2.7k 96.06
Marriott Intl Cl A (MAR) 0.0 $261k 842.00 310.24
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $261k 576.00 453.36
Arista Networks Com Shs (ANET) 0.0 $259k 2.0k 131.03
W.W. Grainger (GWW) 0.0 $256k 253.00 1010.85
Marathon Petroleum Corp (MPC) 0.0 $254k 1.6k 162.64
Howmet Aerospace (HWM) 0.0 $252k 1.2k 205.02
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $249k 4.4k 57.25
Kinder Morgan (KMI) 0.0 $247k 9.0k 27.49
Boeing Company (BA) 0.0 $246k 1.1k 217.12
Verisk Analytics (VRSK) 0.0 $245k 1.1k 223.70
Cadence Design Systems (CDNS) 0.0 $241k 770.00 312.58
Valero Energy Corporation (VLO) 0.0 $241k 1.5k 162.80
Lockheed Martin Corporation (LMT) 0.0 $240k 496.00 483.78
Iron Mountain (IRM) 0.0 $240k 2.9k 82.96
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $237k 2.4k 96.89
Adobe Systems Incorporated (ADBE) 0.0 $235k 670.00 349.99
Ishares Tr S&p 100 Etf (OEF) 0.0 $234k 684.00 342.73
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $233k 846.00 275.39
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $233k 5.2k 45.05
Ishares Tr Select Us Reit (ICF) 0.0 $227k 3.8k 59.67
United Parcel Service CL B (UPS) 0.0 $225k 2.3k 99.21
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $223k 4.2k 52.88
Crowdstrike Hldgs Cl A (CRWD) 0.0 $222k 474.00 468.76
American Electric Power Company (AEP) 0.0 $220k 1.9k 115.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $220k 9.1k 24.04
Bristol Myers Squibb (BMY) 0.0 $218k 4.0k 53.94
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $217k 1.7k 131.61
Western Digital (WDC) 0.0 $216k 1.3k 172.27
Ocular Therapeutix (OCUL) 0.0 $214k 18k 12.14
Texas Instruments Incorporated (TXN) 0.0 $212k 1.2k 173.47
Nasdaq Omx (NDAQ) 0.0 $210k 2.2k 97.13
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $210k 4.9k 42.69
Wisdomtree Tr True Developed I (DOL) 0.0 $204k 3.1k 65.86
Neuberger Berman Etf Trust Short Duration I (NBSD) 0.0 $204k 4.0k 51.19
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $204k 864.00 235.95
Pangaea Logistics Solution L SHS (PANL) 0.0 $159k 23k 6.88
Sfl Corporation SHS (SFL) 0.0 $99k 13k 7.81
Pet Acquisition LLC -Class A (WOOF) 0.0 $65k 23k 2.81
Beeline Holdings Com New (BLNE) 0.0 $24k 14k 1.72