Relyea Zuckerberg Hanson LLC Reduced Holdings in Q3 2024

Relyea Zuckerberg Hanson LLC

  • $656 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-29.6K
- 30.7%
$56.04 - $62.99 $1.66M - $1.87M
66.9K $4.09M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-34.1K
- 71.46%
$39.47 - $49.4 $1.35M - $1.68M
13.6K $647K
GOOGL
Alphabet Inc.

Communication Services
-780
- 3.06%
$148.65 - $191.18 $116K - $149K
24.7K $4.1M
AIQ
Global X Funds Global X Artifi

ETFs
-14.2K
- 40.1%
$31.85 - $37.36 $452K - $530K
21.2K $787K
INTC
Intel Corp

Technology
-8.33K
- 47.32%
$18.9 - $34.87 $157K - $290K
9.27K $217K
GOOG
Alphabet Inc.

Communication Services
-423
- 3.16%
$149.54 - $192.66 $63.3K - $81.5K
13K $2.17M
AMAT
Applied Materials Inc

Technology
-21
- 0.32%
$174.88 - $254.97 $3.67K - $5.35K
6.45K $1.3M
PEP
Pepsico Inc

Consumer Defensive
-1.61K
- 11.91%
$161.9 - $179.3 $260K - $288K
11.9K $2.02M
BA
Boeing CO

Industrials
-618
- 22.4%
$152.04 - $190.6 $94K - $118K
2.14K $325K
MRK
Merck & Co., Inc.

Healthcare
-606
- 6.53%
$111.15 - $128.97 $67.4K - $78.2K
8.68K $985K
DIS
Walt Disney CO

Communication Services
-1.31K
- 18.86%
$85.6 - $98.61 $112K - $129K
5.62K $540K
ABNB
Airbnb, Inc.

Consumer Cyclical
-2
- 0.04%
$113.01 - $154.34 $226 - $309
5.3K $671K
VRSK
Verisk Analytics, Inc.

Industrials
-470
- 22.52%
$260.31 - $285.99 $122K - $134K
1.62K $433K
YUM
Yum Brands Inc

Consumer Cyclical
-1.13K
- 19.88%
$125.95 - $139.96 $142K - $158K
4.55K $635K
CVX
Chevron Corp

Energy
-466
- 8.9%
$137.88 - $161.97 $64.3K - $75.5K
4.77K $702K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.51K
- 27.11%
$77.02 - $85.06 $116K - $128K
4.06K $343K
COST
Costco Wholesale Corp

Consumer Defensive
-182
- 8.85%
$801.83 - $917.05 $146K - $167K
1.87K $1.66M
XLV
Select Sector Spdr Fund Health

ETFs
-646
- 24.61%
$143.3 - $157.24 $92.6K - $102K
1.98K $304K
NVO
Novo Nordisk A S

Healthcare
-32
- 1.01%
$119.07 - $145.42 $3.81K - $4.65K
3.13K $372K
HON
Honeywell International Inc

Industrials
-176
- 3.22%
$196.73 - $220.21 $34.6K - $38.8K
5.29K $1.09M
PSTG
Pure Storage, Inc.

Technology
-2
- 0.04%
$45.73 - $67.71 $91.5 - $135
4.52K $226K
SCHW
Schwab Charles Corp

Financial Services
-103
- 1.92%
$61.74 - $76.08 $6.36K - $7.84K
5.27K $341K
HSY
Hershey CO

Consumer Defensive
-297
- 19.21%
$182.45 - $203.25 $54.2K - $60.4K
1.25K $239K
BAC
Bank Of America Corp

Financial Services
-990
- 5.24%
$36.65 - $44.13 $36.3K - $43.7K
17.9K $710K
ELV
Elevance Health, Inc.

Healthcare
-18
- 3.34%
$500.12 - $562.29 $9K - $10.1K
521 $270K
ABT
Abbott Laboratories

Healthcare
-1.02K
- 10.5%
$100.07 - $118.13 $102K - $120K
8.65K $986K
IWR
Ishares Russell Mid Cap ETF

ETFs
-479
- 12.49%
$79.92 - $88.19 $38.3K - $42.2K
3.36K $295K
MPC
Marathon Petroleum Corp

Energy
-4
- 0.28%
$158.61 - $180.75 $634 - $723
1.45K $235K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-7
- 0.03%
$3.37 - $3.37 $23.6 - $23.6
23.1K $77K
PPG
Ppg Industries Inc

Basic Materials
-323
- 6.51%
$118.32 - $134.55 $38.2K - $43.5K
4.64K $614K
EMR
Emerson Electric CO

Industrials
-22
- 0.41%
$98.19 - $118.87 $2.16K - $2.62K
5.28K $577K
AON
Aon PLC

Financial Services
-263
- 15.98%
$293.16 - $351.06 $77.1K - $92.3K
1.38K $478K
Linde PLC
-117
- 6.91%
N/A
1.58K $0
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.4K
- 7.63%
$38.89 - $42.97 $54.5K - $60.2K
17K $726K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-60
- 4.16%
$201.82 - $234.36 $12.1K - $14.1K
1.38K $318K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1
- 0.02%
$98.01 - $106.59 $98 - $107
4.91K $513K
SYY
Sysco Corp

Consumer Defensive
-181
- 6.0%
$69.16 - $78.98 $12.5K - $14.3K
2.84K $221K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-786
- 6.84%
$117.9 - $128.2 $92.7K - $101K
10.7K $1.37M
CSX
Csx Corp

Industrials
-171
- 1.15%
$32.48 - $35.45 $5.55K - $6.06K
14.7K $506K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.58K
- 7.03%
$38.03 - $42.06 $98.2K - $109K
34.1K $1.43M
GS
Goldman Sachs Group Inc

Financial Services
-198
- 7.41%
$459.02 - $510.25 $90.9K - $101K
2.47K $1.22M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-354
- 4.57%
$210.25 - $231.86 $74.4K - $82.1K
7.39K $1.65M
VBR
Vanguard Small Cap Value ETF

ETFs
-4.28K
- 8.91%
$179.99 - $201.6 $770K - $862K
43.7K $8.78M
VV
Vanguard Large Cap ETF

ETFs
-39
- 1.87%
$236.92 - $263.4 $9.24K - $10.3K
2.05K $540K
TRMB
Trimble Inc.

Technology
-77
- 1.97%
$49.82 - $62.06 $3.84K - $4.78K
3.82K $237K
DUK
Duke Energy Corp

Utilities
-151
- 5.72%
$99.35 - $117.71 $15K - $17.8K
2.49K $286K
ECL
Ecolab Inc.

Basic Materials
-76
- 2.66%
$228.86 - $255.76 $17.4K - $19.4K
2.79K $710K
CLX
Clorox CO

Consumer Defensive
-149
- 7.46%
$131.73 - $166.97 $19.6K - $24.9K
1.85K $301K
GLW
Corning Inc

Technology
-265
- 3.93%
$37.76 - $46.2 $10K - $12.2K
6.48K $292K
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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