Relyea Zuckerberg Hanson LLC Purchases in Q1 2025

Relyea Zuckerberg Hanson LLC

  • $738 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
300
+ 3.51%
$74.85 - $84.89 $22.5K - $25.5K
8.85K $723K
SBUX
Starbucks Corp

Consumer Cyclical
413
+ 8.55%
$91.75 - $115.81 $37.9K - $47.8K
5.24K $514K
AON
Aon PLC

Financial Services
27
+ 1.93%
$348.44 - $409.32 $9.41K - $11.1K
1.43K $569K
GILD
Gilead Sciences, Inc.

Healthcare
66
+ 2.19%
$89.14 - $117.41 $5.88K - $7.75K
3.07K $344K
SO
Southern CO

Utilities
252
+ 5.85%
$80.96 - $92.96 $20.4K - $23.4K
4.56K $419K
MO
Altria Group, Inc.

Consumer Defensive
113
+ 1.53%
$50.81 - $60.02 $5.74K - $6.78K
7.49K $449K
PAYX
Paychex Inc

Industrials
34
+ 0.83%
$136.06 - $154.52 $4.63K - $5.25K
4.14K $638K
WM
Waste Management Inc

Industrials
23
+ 1.39%
$200.54 - $233.78 $4.61K - $5.38K
1.68K $388K
DE
Deere & CO

Industrials
26
+ 2.72%
$408.57 - $509.27 $10.6K - $13.2K
982 $460K
UNP
Union Pacific Corp

Industrials
55
+ 1.14%
$225.21 - $254.42 $12.4K - $14K
4.89K $1.16M
SCHW
Schwab Charles Corp

Financial Services
222
+ 4.1%
$71.24 - $83.64 $15.8K - $18.6K
5.64K $441K
BK
Bank Of New York Mellon Corp

Financial Services
158
+ 4.81%
$75.42 - $88.95 $11.9K - $14.1K
3.44K $288K
CHD
Church & Dwight CO Inc

Consumer Defensive
76
+ 1.53%
$101.42 - $113.2 $7.71K - $8.6K
5.04K $554K
INTU
Intuit Inc

Technology
72
+ 10.16%
$555.63 - $630.23 $40K - $45.4K
781 $479K
WFC
Wells Fargo & Company

Financial Services
245
+ 3.58%
$66.78 - $81.42 $16.4K - $19.9K
7.1K $509K
ZTS
Zoetis Inc.

Healthcare
120
+ 6.84%
$156.48 - $175.67 $18.8K - $21.1K
1.87K $308K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
96
+ 2.14%
$58.01 - $64.46 $5.57K - $6.19K
4.59K $286K
C
Citigroup Inc

Financial Services
176
+ 3.13%
$67.23 - $84.63 $11.8K - $14.9K
5.79K $411K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
46
+ 0.54%
$51.52 - $52.37 $2.37K - $2.41K
8.59K $449K
URI
United Rentals, Inc.

Industrials
73
+ 14.84%
$594.17 - $789.56 $43.4K - $57.6K
565 $354K
TXN
Texas Instruments Inc

Technology
27
+ 1.18%
N/A
2.32K $451K
PULS
Pgim ETF Tr

ETFs
26
+ 0.14%
$49.56 - $49.78 $1.29K - $1.29K
18.2K $905K
APH
Amphenol Corp

Technology
211
+ 6.81%
$61.62 - $78.55 $13K - $16.6K
3.31K $217K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.03%
N/A
10.5K $1.92M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 8.0%
$4295.4 - $5141.88 $17.2K - $20.6K
54 $248K
Lam Research Corp
329
+ 9.49%
N/A
3.8K $0
Ishares Bitcoin Trust ETF
1.88K
+ 27.42%
N/A
8.75K $0
Blackrock Inc
30
+ 3.58%
N/A
868 $0
CBRE
Cbre Group, Inc.

Real Estate
9
+ 0.44%
$121.79 - $147.13 $1.1K - $1.32K
2.06K $269K
Linde PLC
253
+ 15.69%
N/A
1.87K $0
Tema ETF Trust
8.77K
New
N/A
8.77K $0
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.06%
N/A
1.72K $458K
TT
Trane Technologies PLC

Industrials
63
+ 9.1%
$332.0 - $400.86 $20.9K - $25.3K
755 $254K
SFL
Sfl Corp Ltd.

Industrials
1.75K
+ 16.07%
$8.11 - $11.12 $14.2K - $19.5K
12.6K $103K
GLW
Corning Inc

Technology
70
+ 1.07%
$44.91 - $54.25 $3.14K - $3.8K
6.61K $302K
USB
Us Bancorp \De\

Financial Services
392
+ 8.89%
$40.92 - $50.9 $16K - $20K
4.8K $202K
MSI
Motorola Solutions, Inc.

Technology
12
+ 2.17%
$411.73 - $482.1 $4.94K - $5.79K
566 $247K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.03%
$82.81 - $92.93 $82.8 - $92.9
3.36K $285K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.05%
$120.29 - $134.6 $120 - $135
1.85K $226K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
72
+ 0.22%
$49.78 - $53.19 $3.58K - $3.83K
33K $1.67M
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.79%
$953.54 - $1132.42 $1.91K - $2.26K
255 $251K
AIQ
Global X Funds Global X Artifi

ETFs
893
+ 4.17%
$36.38 - $42.77 $32.5K - $38.2K
22.3K $812K
PH
Parker Hannifin Corp

Industrials
1
+ 0.16%
$591.65 - $707.05 $592 - $707
618 $375K
TRMB
Trimble Inc.

Technology
45
+ 1.17%
$65.52 - $77.49 $2.95K - $3.49K
3.88K $254K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
13
+ 0.37%
$117.4 - $131.02 $1.53K - $1.7K
3.52K $418K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21
+ 0.33%
$64.88 - $72.1 $1.36K - $1.51K
6.46K $422K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4
+ 0.12%
$81.62 - $96.63 $326 - $387
3.43K $284K
AMD
Advanced Micro Devices Inc

Technology
451
+ 11.1%
$96.63 - $129.55 $43.6K - $58.4K
4.52K $463K
META
Meta Platforms, Inc.

Communication Services
113
+ 1.67%
$576.36 - $736.67 $65.1K - $83.2K
6.88K $3.97M
Activity Summary
Buys All Purchases 133 New Holdings 10 Increased Positions 123 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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