Relyea Zuckerberg Hanson LLC Portfolio Holdings
Relyea Zuckerberg Hanson LLC
- $570 Million
- Q1 2024
Relyea Zuckerberg Hanson LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $570 Million distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $75.4M, Vanguard Value ETF with a value of $74M, Ishares Russell 1000 Val ETF with a value of $39M, Ishares Russell 1000 Gr ETF with a value of $37.8M, and Vanguard Ftse Developed Market with a value of $22M.
Examining the 13F form we can see an increase of $58.1M in the current position value, from $512M to 570M.
Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.
Portfolio value
$570 Million
ETFs: $414 Million
Technology: $49.2 Million
Financial Services: $25.3 Million
Industrials: $20.5 Million
Healthcare: $19.4 Million
Consumer Defensive: $12 Million
Consumer Cyclical: $11.5 Million
Communication Services: $10.7 Million
Other: $7.45 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 236
- Current Value $570 Million
- Prior Value $512 Million
- Filing
- Period Q1 2024
- Filing Date April 22, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 12 stocks
- Additional Purchases 150 stocks
- Sold out of 0 stocks
- Reduced holdings in 42 stocks