Relyea Zuckerberg Hanson LLC Incresed Positions in Q2 2025

Relyea Zuckerberg Hanson LLC

  • $847 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
302
+ 11.89%
$166.81 - $257.39 $50.4K - $77.7K
2.84K $731K
MA
Mastercard Inc

Financial Services
269
+ 7.14%
$479.92 - $590.74 $129K - $159K
4.04K $2.27M
COST
Costco Wholesale Corp

Consumer Defensive
112
+ 5.5%
$908.13 - $1056.85 $102K - $118K
2.15K $2.13M
NOW
Service Now, Inc.

Technology
4
+ 0.47%
$721.65 - $1040.18 $2.89K - $4.16K
849 $872K
IWM
Ishares Russell 2000 ETF

ETFs
323
+ 4.06%
$174.82 - $215.79 $56.5K - $69.7K
8.28K $1.79M
LOW
Lowes Companies Inc

Consumer Cyclical
936
+ 38.65%
$210.83 - $235.28 $197K - $220K
3.36K $745K
MO
Altria Group, Inc.

Consumer Defensive
3.16K
+ 42.27%
$55.56 - $60.91 $176K - $193K
10.7K $624K
AIQ
Global X Funds Global X Artifi

ETFs
256
+ 1.15%
$31.5 - $43.69 $8.06K - $11.2K
22.6K $986K
UBER
Uber Technologies, Inc

Technology
585
+ 12.63%
$64.62 - $93.3 $37.8K - $54.6K
5.22K $486K
ARES
Ares Management Corp

Financial Services
27
+ 0.5%
$118.04 - $175.83 $3.19K - $4.75K
5.45K $944K
BSX
Boston Scientific Corp

Healthcare
417
+ 2.79%
$89.7 - $107.41 $37.4K - $44.8K
15.3K $1.65M
SCHG
Schwab Strategic Tr Us Large C

ETFs
21
+ 0.06%
$22.27 - $29.21 $468 - $613
33.1K $967K
BAC
Bank Of America Corp

Financial Services
752
+ 4.35%
$34.39 - $47.46 $25.9K - $35.7K
18K $853K
QCOM
Qualcomm Inc

Technology
709
+ 24.34%
$124.66 - $159.48 $88.4K - $113K
3.62K $576K
ABT
Abbott Laboratories

Healthcare
359
+ 1.51%
$123.95 - $138.08 $44.5K - $49.6K
24.1K $3.27M
ETN
Eaton Corp PLC

Industrials
60
+ 4.78%
$246.52 - $356.99 $14.8K - $21.4K
1.32K $469K
SUB
Ishares Short Term National Mu

ETFs
1.13K
+ 44.09%
$104.77 - $106.34 $118K - $120K
3.68K $391K
BKNG
Booking Holdings Inc.

Consumer Cyclical
9
+ 16.67%
$4164.15 - $5789.24 $37.5K - $52.1K
63 $364K
CRM
Salesforce, Inc.

Technology
356
+ 15.31%
$236.26 - $291.15 $84.1K - $104K
2.68K $731K
ISRG
Intuitive Surgical Inc

Healthcare
143
+ 24.49%
$451.58 - $565.94 $64.6K - $80.9K
727 $395K
C
Citigroup Inc

Financial Services
225
+ 3.89%
$58.13 - $85.12 $13.1K - $19.2K
6.02K $512K
SCHW
Schwab Charles Corp

Financial Services
316
+ 5.61%
$69.06 - $91.24 $21.8K - $28.8K
5.95K $542K
ADI
Analog Devices Inc

Technology
184
+ 13.19%
$164.6 - $238.02 $30.3K - $43.8K
1.58K $375K
RTX
Raytheon Technologies Corp

Industrials
101
+ 1.83%
$113.75 - $148.48 $11.5K - $15K
5.63K $822K
STT
State Street Corp

Financial Services
48
+ 0.98%
$75.33 - $106.34 $3.62K - $5.1K
4.94K $525K
PFE
Pfizer Inc

Healthcare
3.83K
+ 40.24%
$21.59 - $24.84 $82.6K - $95K
13.3K $323K
SYK
Stryker Corp

Healthcare
54
+ 2.09%
$337.37 - $395.63 $18.2K - $21.4K
2.63K $1.04M
PH
Parker Hannifin Corp

Industrials
34
+ 5.5%
$517.23 - $700.54 $17.6K - $23.8K
652 $455K
HD
Home Depot, Inc.

Consumer Cyclical
212
+ 3.09%
$335.24 - $380.78 $71.1K - $80.7K
7.08K $2.6M
IRM
Iron Mountain Inc

Real Estate
208
+ 7.1%
$76.93 - $105.25 $16K - $21.9K
3.14K $321K
EFA
Ishares Tr Msci Eafe ETF

ETFs
15
+ 0.17%
$72.96 - $90.39 $1.09K - $1.36K
8.86K $792K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
40
+ 2.84%
$201.28 - $266.34 $8.05K - $10.7K
1.45K $385K
IWN
Ishares Russell2000 Val ETF

ETFs
49
+ 0.58%
$131.84 - $157.76 $6.46K - $7.73K
8.53K $1.34M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
101
+ 0.31%
$45.11 - $52.34 $4.56K - $5.29K
33.1K $1.73M
TRMB
Trimble Inc.

Technology
258
+ 6.64%
$55.12 - $75.98 $14.2K - $19.6K
4.14K $314K
DUK
Duke Energy Corp

Utilities
591
+ 20.96%
$112.46 - $124.05 $66.5K - $73.3K
3.41K $402K
DE
Deere & CO

Industrials
35
+ 3.56%
$412.99 - $531.48 $14.5K - $18.6K
1.02K $517K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
28
+ 0.32%
$114.78 - $133.31 $3.21K - $3.73K
8.92K $1.19M
MMM
3 M CO

Industrials
194
+ 4.26%
$126.09 - $154.15 $24.5K - $29.9K
4.74K $722K
NSC
Norfolk Southern Corp

Industrials
76
+ 4.67%
$206.34 - $257.46 $15.7K - $19.6K
1.7K $436K
GLW
Corning Inc

Technology
92
+ 1.39%
$39.07 - $52.59 $3.59K - $4.84K
6.7K $352K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19
+ 0.29%
$58.41 - $72.69 $1.11K - $1.38K
6.48K $470K
ADP
Automatic Data Processing Inc

Industrials
30
+ 0.23%
$276.76 - $326.81 $8.3K - $9.8K
13K $4.02M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.23%
$105.2 - $141.69 $421 - $567
1.73K $244K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
7
+ 0.36%
$170.2 - $211.82 $1.19K - $1.48K
1.94K $410K
T
At&T Inc.

Communication Services
947
+ 4.33%
$26.33 - $28.94 $24.9K - $27.4K
22.8K $660K
QUAL
Ishares Msci Usa Quality Facto

ETFs
116
+ 7.2%
$152.42 - $182.82 $17.7K - $21.2K
1.73K $315K
SPGI
S&P Global Inc.

Financial Services
41
+ 4.44%
$438.31 - $527.29 $18K - $21.6K
964 $508K
PNC
Pnc Financial Services Group, Inc.

Financial Services
100
+ 6.8%
$149.76 - $186.42 $15K - $18.6K
1.57K $292K
Activity Summary
Buys All Purchases 145 New Holdings 21 Increased Positions 124 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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