Relyea Zuckerberg Hanson LLC Incresed Positions in Q1 2024

Relyea Zuckerberg Hanson LLC

  • $570 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
8.59K
+ 4.08%
$301.05 - $346.61 $2.58M - $2.98M
219K $75.4M
VTV
Vanguard Value ETF

ETFs
11.2K
+ 2.53%
$147.46 - $162.86 $1.65M - $1.83M
454K $74M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.24K
+ 2.04%
$294.43 - $339.01 $658K - $758K
112K $37.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.9K
+ 1.82%
$161.84 - $179.11 $630K - $698K
218K $39M
NVDA
Nvidia Corp

Technology
396
+ 7.61%
$475.69 - $950.02 $188K - $376K
5.6K $5.06M
MSFT
Microsoft Corp

Technology
1.33K
+ 4.34%
$367.75 - $429.37 $489K - $571K
32K $13.4M
VEA
Vanguard Ftse Developed Market

ETFs
15.7K
+ 3.71%
$46.21 - $50.27 $725K - $789K
439K $22M
EGLE
Eagle Bulk Shipping Inc.

Industrials
14.2K
+ 12.33%
$53.32 - $64.54 $758K - $918K
130K $8.09M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
27.2K
+ 42.9%
$52.7 - $57.65 $1.43M - $1.57M
90.5K $5.21M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8.3K
+ 13.24%
$102.91 - $114.96 $854K - $954K
70.9K $8.16M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10.4K
+ 26.26%
$83.14 - $93.19 $864K - $968K
50K $4.66M
AMZN
Amazon Com Inc

Consumer Cyclical
1.77K
+ 6.5%
$144.57 - $180.38 $255K - $319K
29K $5.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 0.2%
$467.28 - $523.17 $20.6K - $23K
21.9K $11.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.91K
+ 33.47%
$396.28 - $446.38 $755K - $851K
7.6K $3.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
728
+ 6.35%
$429.43 - $481.35 $313K - $350K
12.2K $5.86M
JPM
Jpmorgan Chase & CO

Financial Services
1.49K
+ 8.11%
$167.09 - $200.3 $248K - $298K
19.8K $3.97M
META
Meta Platforms, Inc.

Communication Services
395
+ 8.53%
$344.47 - $512.19 $136K - $202K
5.03K $2.44M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.11K
+ 2.37%
$61.63 - $67.27 $192K - $209K
135K $9.04M
IEFA
Ishares Tr

ETFs
5.43K
+ 8.09%
$68.14 - $74.43 $370K - $404K
72.5K $5.38M
VTI
Vanguard Total Stock Market Et

ETFs
88
+ 0.32%
$232.77 - $260.14 $20.5K - $22.9K
27.7K $7.21M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.45K
+ 8.82%
$73.39 - $80.18 $327K - $357K
54.9K $4.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
226
+ 3.15%
$359.29 - $420.52 $81.2K - $95K
7.41K $3.11M
LLY
Eli Lilly & CO

Healthcare
98
+ 4.12%
$592.2 - $792.28 $58K - $77.6K
2.48K $1.93M
V
Visa Inc.

Financial Services
1.32K
+ 15.25%
$257.98 - $290.37 $340K - $383K
9.97K $2.78M
GOOGL
Alphabet Inc.

Communication Services
1.41K
+ 6.29%
$131.4 - $153.51 $185K - $216K
23.8K $3.59M
GOOG
Alphabet Inc.

Communication Services
1.78K
+ 16.52%
$132.56 - $154.84 $236K - $276K
12.6K $1.91M
ABBV
Abb Vie Inc.

Healthcare
534
+ 5.74%
$159.82 - $182.1 $85.3K - $97.2K
9.84K $1.79M
TMO
Thermo Fisher Scientific Inc.

Healthcare
492
+ 40.59%
$528.82 - $599.43 $260K - $295K
1.7K $990K
XLK
Technology Sector Spdr

ETFs
624
+ 5.37%
$184.12 - $211.02 $115K - $132K
12.2K $2.55M
GLD
Spdr Gold Trust

ETFs
400
+ 2.79%
$184.42 - $205.72 $73.8K - $82.3K
14.7K $3.03M
AVGO
Broadcom Inc.

Technology
83
+ 9.55%
$1049.01 - $1407.01 $87.1K - $117K
952 $1.26M
AMAT
Applied Materials Inc

Technology
59
+ 0.94%
$149.0 - $212.61 $8.79K - $12.5K
6.34K $1.31M
DIS
Walt Disney CO

Communication Services
674
+ 11.05%
$89.29 - $122.36 $60.2K - $82.5K
6.78K $828K
ACN
Accenture PLC

Technology
849
+ 19.79%
$333.82 - $386.91 $283K - $328K
5.14K $1.78M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.78K
+ 13.97%
$36.33 - $40.27 $173K - $192K
38.9K $1.57M
MRK
Merck & Co., Inc.

Healthcare
388
+ 4.83%
$113.24 - $131.95 $43.9K - $51.2K
8.42K $1.11M
MA
Mastercard Inc

Financial Services
50
+ 1.48%
$418.77 - $488.64 $20.9K - $24.4K
3.44K $1.66M
COST
Costco Wholesale Corp

Consumer Defensive
97
+ 5.18%
$644.69 - $785.59 $62.5K - $76.2K
1.97K $1.44M
PEP
Pepsico Inc

Consumer Defensive
662
+ 5.08%
$162.04 - $175.01 $107K - $116K
13.7K $2.4M
BSX
Boston Scientific Corp

Healthcare
229
+ 1.55%
$57.6 - $68.62 $13.2K - $15.7K
15K $1.03M
CB
Chubb LTD

Financial Services
37
+ 0.76%
$225.25 - $260.21 $8.33K - $9.63K
4.92K $1.28M
SCHX
Schwab Strategic Tr Us Large C

ETFs
82
+ 0.28%
$55.41 - $62.08 $4.54K - $5.09K
29.1K $1.81M
PGR
Progressive Corp

Financial Services
345
+ 17.37%
$161.63 - $206.82 $55.8K - $71.4K
2.33K $482K
JNJ
Johnson & Johnson

Healthcare
852
+ 5.28%
$155.22 - $162.74 $132K - $139K
17K $2.69M
RTX
Raytheon Technologies Corp

Industrials
977
+ 20.55%
$85.02 - $97.53 $83.1K - $95.3K
5.73K $558K
RSP
Invesco S&P 500 Equal Weight E

ETFs
665
+ 19.8%
$153.84 - $169.37 $102K - $113K
4.02K $681K
SYK
Stryker Corp

Healthcare
26
+ 1.11%
$293.94 - $358.71 $7.64K - $9.33K
2.37K $849K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.43%
$338.26 - $395.2 $5.41K - $6.32K
3.78K $1.45M
NFLX
Netflix Inc

Communication Services
74
+ 8.9%
$468.5 - $629.24 $34.7K - $46.6K
905 $549K
Activity Summary
Buys All Purchases 162 New Holdings 12 Increased Positions 150 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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