Relyea Zuckerberg Hanson LLC Reduced Holdings in Q1 2025

Relyea Zuckerberg Hanson LLC

  • $738 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-3.75K
- 6.55%
$375.39 - $447.2 $1.41M - $1.68M
53.5K $20.1M
AAPL
Apple Inc.

Technology
-2.1K
- 2.41%
$209.68 - $247.1 $440K - $518K
85.1K $18.9M
LPTH
Lightpath Technologies Inc

Technology
-50K
- 5.01%
$1.99 - $4.24 $99.5K - $212K
947K $1.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-21.7K
- 35.4%
$54.25 - $57.64 $1.18M - $1.25M
39.6K $2.19M
ARKW
Ark Next Generation Internet E

ETFs
-3.98K
- 6.68%
$91.59 - $125.64 $364K - $500K
55.6K $5.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-869
- 4.87%
$468.34 - $539.52 $407K - $469K
17K $7.97M
AMZN
Amazon Com Inc

Consumer Cyclical
-828
- 2.58%
$190.26 - $242.06 $158K - $200K
31.3K $5.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-824
- 13.67%
$222.15 - $428.22 $183K - $353K
5.2K $1.35M
FSLY
Fastly, Inc.

Technology
-20.7K
- 7.02%
$6.33 - $10.92 $131K - $226K
274K $1.73M
VBK
Vanguard Small Cap Growth ETF

ETFs
-959
- 3.49%
$247.97 - $296.33 $238K - $284K
26.5K $6.7M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.12K
- 2.77%
$183.02 - $207.75 $205K - $232K
39.2K $7.28M
VTI
Vanguard Total Stock Market Et

ETFs
-129
- 0.39%
$271.18 - $303.12 $35K - $39.1K
33K $9.03M
ACN
Accenture PLC

Technology
-531
- 5.69%
$300.91 - $398.25 $160K - $211K
8.8K $2.75M
XLI
Industrial Sector Spdr

ETFs
-2.91K
- 9.57%
$128.78 - $141.67 $375K - $412K
27.5K $3.58M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-67
- 0.31%
$302.31 - $337.54 $20.3K - $22.6K
21.4K $6.53M
SPGI
S&P Global Inc.

Financial Services
-747
- 44.73%
$478.26 - $543.77 $357K - $406K
923 $468K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-295
- 3.32%
$254.58 - $302.92 $75.1K - $89.4K
8.59K $2.2M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.26K
- 2.21%
$179.71 - $192.06 $226K - $241K
55.5K $10.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-625
- 5.48%
$192.82 - $222.1 $121K - $139K
10.8K $2.08M
MS
Morgan Stanley

Financial Services
-1.84K
- 16.2%
$111.68 - $141.08 $206K - $260K
9.54K $1.11M
VGT
Vanguard Information Technolog

ETFs
-32
- 0.97%
$542.38 - $646.34 $17.4K - $20.7K
3.28K $1.78M
GS
Goldman Sachs Group Inc

Financial Services
-368
- 15.76%
$524.81 - $672.19 $193K - $247K
1.97K $1.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.84K
- 17.16%
$126.11 - $135.06 $232K - $249K
8.89K $1.13M
IWN
Ishares Russell2000 Val ETF

ETFs
-597
- 6.58%
$149.27 - $169.4 $89.1K - $101K
8.48K $1.28M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.65K
- 12.58%
$47.25 - $67.02 $77.9K - $111K
11.5K $545K
PEP
Pepsico Inc

Consumer Defensive
-1.1K
- 9.52%
$142.64 - $156.42 $157K - $172K
10.4K $1.57M
MRK
Merck & Co., Inc.

Healthcare
-790
- 6.69%
$83.01 - $101.02 $65.6K - $79.8K
11K $989K
HD
Home Depot, Inc.

Consumer Cyclical
-79
- 1.14%
$347.25 - $424.87 $27.4K - $33.6K
6.87K $2.52M
AXP
American Express CO

Financial Services
-417
- 19.15%
$255.39 - $325.87 $106K - $136K
1.76K $473K
HON
Honeywell International Inc

Industrials
-452
- 8.57%
$202.75 - $226.52 $91.6K - $102K
4.82K $1.02M
CRM
Salesforce, Inc.

Technology
-11
- 0.47%
$268.36 - $359.95 $2.95K - $3.96K
2.33K $623K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-3.67K
- 16.23%
$25.31 - $30.02 $92.8K - $110K
18.9K $486K
DIS
Walt Disney CO

Communication Services
-586
- 10.01%
$96.87 - $114.0 $56.8K - $66.8K
5.27K $520K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.16K
- 6.23%
$49.25 - $50.66 $107K - $110K
32.6K $1.61M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.11K
- 39.28%
$113.59 - $123.29 $127K - $137K
1.72K $200K
BX
Blackstone Inc.

Financial Services
-119
- 3.85%
$136.53 - $186.74 $16.2K - $22.2K
2.97K $415K
UNH
Unitedhealth Group Inc

Healthcare
-376
- 8.19%
$461.52 - $548.18 $174K - $206K
4.22K $2.21M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.5K
- 16.51%
$63.77 - $68.75 $95.3K - $103K
7.56K $486K
FIW
First Trust Water ETF

ETFs
-968
- 16.4%
$99.48 - $106.74 $96.3K - $103K
4.93K $496K
ADBE
Adobe Inc.

Technology
-29
- 2.12%
$377.84 - $464.11 $11K - $13.5K
1.34K $512K
DHR
Danaher Corp

Healthcare
-205
- 9.72%
$201.62 - $250.59 $41.3K - $51.4K
1.91K $390K
BAC
Bank Of America Corp

Financial Services
-1.21K
- 6.52%
$39.61 - $47.74 $47.7K - $57.5K
17.3K $721K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-389
- 1.92%
$37.9 - $43.9 $14.7K - $17.1K
19.9K $765K
PPG
Ppg Industries Inc

Basic Materials
-305
- 6.35%
$107.44 - $124.29 $32.8K - $37.9K
4.5K $491K
CARR
Carrier Global Corp

Industrials
-799
- 17.12%
$62.07 - $70.55 $49.6K - $56.4K
3.87K $245K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-190
- 4.04%
$102.49 - $119.96 $19.5K - $22.8K
4.51K $471K
APP
App Lovin Corp

Technology
-54
- 5.89%
$238.08 - $510.13 $12.9K - $27.5K
863 $228K
SUB
Ishares Short Term National Mu

ETFs
-593
- 18.83%
$105.3 - $106.24 $62.4K - $63K
2.56K $269K
CSX
Csx Corp

Industrials
-567
- 3.86%
$29.11 - $33.67 $16.5K - $19.1K
14.1K $415K
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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