Relyea Zuckerberg Hanson LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $738 Million distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $90.3M, Vanguard Value ETF with a value of $78.1M, Ishares Russell 1000 Gr ETF with a value of $43.6M, Ishares Russell 1000 Val ETF with a value of $40.3M, and Spdr Bloomberg 1 3 Month T Bil with a value of $33.1M.

Examining the 13F form we can see an decrease of $2.98M in the current position value, from $741M to 738M.

Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.

Portfolio value $738 Million
ETFs: $527 Million
Technology: $74 Million
Financial Services: $33.1 Million
Healthcare: $27.8 Million
Industrials: $19.8 Million
Communication Services: $16 Million
Consumer Defensive: $15.3 Million
Consumer Cyclical: $14.6 Million
Other: $9.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $738 Million
  • Prior Value $741 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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