Relyea Zuckerberg Hanson LLC Incresed Positions in Q3 2024

Relyea Zuckerberg Hanson LLC

  • $656 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
951
+ 0.21%
$159.75 - $174.57 $152K - $166K
463K $80.7M
XLK
Technology Sector Spdr

ETFs
27.6K
+ 227.61%
$197.34 - $237.68 $5.44M - $6.55M
39.7K $8.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12K
+ 241.74%
$434.77 - $502.96 $5.22M - $6.04M
17K $8.29M
VUG
Vanguard Growth ETF

ETFs
7.16K
+ 3.2%
$341.08 - $391.94 $2.44M - $2.81M
231K $88.7M
XLI
Industrial Sector Spdr

ETFs
26.8K
+ 731.13%
$120.56 - $135.44 $3.23M - $3.62M
30.4K $4.12M
VEA
Vanguard Ftse Developed Market

ETFs
17K
+ 3.8%
$47.6 - $53.31 $811K - $908K
465K $24.5M
XLY
Select Sector Spdr Consumer Di

ETFs
11.9K
+ 640.31%
$170.05 - $200.86 $2.02M - $2.39M
13.8K $2.76M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.7K
+ 183.36%
$100.3 - $100.74 $2.38M - $2.39M
36.6K $3.69M
AAPL
Apple Inc.

Technology
173
+ 0.22%
$207.23 - $234.82 $35.9K - $40.6K
79.4K $18.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.24K
+ 1.07%
$332.02 - $382.76 $411K - $473K
117K $43.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
509
+ 1.93%
$517.38 - $573.86 $263K - $292K
26.9K $15.4M
VOOV
Vanguard S&P 500 Value ETF

ETFs
39
+ 0.07%
$175.0 - $190.72 $6.83K - $7.44K
57.7K $11M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.68K
+ 3.7%
$113.45 - $126.18 $304K - $339K
75.3K $9.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.61K
+ 1.17%
$63.46 - $71.43 $102K - $115K
139K $9.88M
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
+ 28.41%
$191.76 - $263.26 $230K - $315K
5.42K $1.42M
META
Meta Platforms, Inc.

Communication Services
212
+ 3.6%
$453.41 - $572.44 $96.1K - $121K
6.1K $3.49M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.31K
+ 132.38%
$85.48 - $98.39 $454K - $522K
9.32K $899K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
240
+ 3.12%
$405.19 - $478.57 $97.2K - $115K
7.93K $3.65M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.76K
+ 3.17%
$75.63 - $84.89 $133K - $149K
57.1K $4.81M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
51
+ 0.16%
$305.34 - $350.41 $15.6K - $17.9K
32.5K $11.2M
AVGO
Broadcom Inc.

Technology
10.7K
+ 1039.28%
$136.27 - $1745.86 $1.45M - $18.6M
11.7K $2.02M
ACN
Accenture PLC

Technology
215
+ 4.25%
$295.44 - $355.81 $63.5K - $76.5K
5.28K $1.86M
JNJ
Johnson & Johnson

Healthcare
216
+ 1.23%
$145.48 - $167.38 $31.4K - $36.2K
17.7K $2.87M
ABBV
Abb Vie Inc.

Healthcare
217
+ 2.18%
$163.84 - $199.33 $35.6K - $43.3K
10.2K $2.01M
HD
Home Depot, Inc.

Consumer Cyclical
119
+ 3.19%
$333.64 - $405.2 $39.7K - $48.2K
3.85K $1.56M
LPTH
Lightpath Technologies Inc

Technology
88.5K
+ 8.6%
$1.11 - $1.44 $98.2K - $127K
1.12M $1.53M
ADP
Automatic Data Processing Inc

Industrials
15
+ 0.26%
$233.44 - $279.45 $3.5K - $4.19K
5.82K $1.61M
WMT
Walmart Inc.

Consumer Defensive
353
+ 2.45%
$66.91 - $81.4 $23.6K - $28.7K
14.8K $1.19M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
883
+ 8.68%
$178.94 - $207.0 $158K - $183K
11.1K $2.22M
VONV
Vanguard Russell 1000 Value Et

ETFs
913
+ 4.67%
$76.07 - $83.33 $69.5K - $76.1K
20.5K $1.71M
ORCL
Oracle Corp

Technology
175
+ 3.42%
$125.9 - $170.35 $22K - $29.8K
5.29K $900K
SBUX
Starbucks Corp

Consumer Cyclical
927
+ 21.56%
$72.51 - $98.6 $67.2K - $91.4K
5.23K $509K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.82K
+ 11.16%
$49.93 - $51.15 $141K - $144K
28.1K $1.43M
SPGI
S&P Global Inc.

Financial Services
98
+ 6.55%
$446.32 - $527.38 $43.7K - $51.7K
1.59K $823K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
107
+ 0.3%
$48.51 - $52.86 $5.19K - $5.66K
35.6K $1.88M
IWM
Ishares Russell 2000 ETF

ETFs
16
+ 0.2%
$200.87 - $224.6 $3.21K - $3.59K
8K $1.77M
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.07%
$150.05 - $171.34 $1.05K - $1.2K
9.66K $1.61M
IBM
International Business Machines Corp

Technology
232
+ 12.7%
$175.1 - $223.38 $40.6K - $51.8K
2.06K $455K
PGR
Progressive Corp

Financial Services
80
+ 3.37%
$209.46 - $259.24 $16.8K - $20.7K
2.46K $623K
NVDA
Nvidia Corp

Technology
2.12K
+ 3.53%
$98.91 - $134.91 $210K - $286K
62.3K $7.56M
TMO
Thermo Fisher Scientific Inc.

Healthcare
37
+ 2.33%
$531.86 - $624.21 $19.7K - $23.1K
1.63K $1.01M
CAT
Caterpillar Inc

Industrials
82
+ 5.47%
$316.8 - $391.12 $26K - $32.1K
1.58K $618K
SCHX
Schwab Strategic Tr Us Large C

ETFs
163
+ 0.56%
$61.11 - $67.85 $9.96K - $11.1K
29.3K $1.99M
BSX
Boston Scientific Corp

Healthcare
146
+ 0.96%
$72.96 - $84.0 $10.7K - $12.3K
15.4K $1.29M
BX
Blackstone Inc.

Financial Services
199
+ 7.32%
$120.77 - $159.66 $24K - $31.8K
2.92K $446K
NOW
Service Now, Inc.

Technology
74
+ 20.27%
$730.87 - $937.36 $54.1K - $69.4K
439 $392K
CRM
Salesforce, Inc.

Technology
265
+ 13.57%
$238.42 - $276.53 $63.2K - $73.3K
2.22K $607K
TTEK
Tetra Tech Inc

Industrials
13.1K
+ 400.37%
$45.59 - $237.74 $597K - $3.11M
16.4K $771K
AXP
American Express CO

Financial Services
73
+ 3.55%
$225.92 - $271.17 $16.5K - $19.8K
2.13K $577K
Activity Summary
Buys All Purchases 137 New Holdings 16 Increased Positions 121 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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