Relyea Zuckerberg Hanson LLC Reduced Holdings in Q3 2025

Relyea Zuckerberg Hanson LLC

  • $912 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
-13K
- 32.13%
$147.94 - $154.99 $1.93M - $2.02M
27.5K $4.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4K
- 18.92%
$546.99 - $602.2 $2.19M - $2.41M
17.1K $10.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.93K
- 61.17%
$181.56 - $190.33 $895K - $939K
3.13K $593K
LLY
Eli Lilly & CO

Healthcare
-715
- 18.34%
$625.65 - $812.69 $447K - $581K
3.18K $2.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.5K
- 13.43%
$459.11 - $506.91 $687K - $758K
9.65K $4.85M
PG
Procter & Gamble CO

Consumer Defensive
-1.99K
- 7.73%
$150.47 - $161.22 $300K - $321K
23.8K $3.66M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.26K
- 36.6%
$132.9 - $142.03 $434K - $463K
5.65K $796K
PM
Philip Morris International Inc.

Consumer Defensive
-1.13K
- 13.03%
$157.77 - $183.27 $179K - $208K
7.57K $1.23M
OEF
Ishares S&P 100 ETF

ETFs
-1.04K
- 60.49%
N/A
682 $181K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.4K
- 17.45%
$216.09 - $242.18 $519K - $581K
11.4K $2.72M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3.42K
- 10.48%
$393.18 - $439.39 $1.34M - $1.5M
29.2K $12.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.92K
- 48.44%
$52.39 - $53.11 $205K - $208K
4.17K $221K
KO
Coca Cola CO

Consumer Defensive
-525
- 1.43%
$65.67 - $71.67 $34.5K - $37.6K
36.1K $2.39M
CRM
Salesforce, Inc.

Technology
-417
- 15.55%
$231.66 - $273.65 $96.6K - $114K
2.26K $536K
ABT
Abbott Laboratories

Healthcare
-947
- 3.93%
$120.51 - $136.62 $114K - $129K
23.1K $3.1M
ISRG
Intuitive Surgical Inc

Healthcare
-208
- 28.61%
$433.66 - $544.47 $90.2K - $113K
519 $232K
BSX
Boston Scientific Corp

Healthcare
-76
- 0.5%
$97.03 - $108.14 $7.37K - $8.22K
15.3K $1.49M
VGT
Vanguard Information Technolog

ETFs
-467
- 19.83%
$656.44 - $753.15 $307K - $352K
1.89K $1.41M
ADBE
Adobe Inc.

Technology
-307
- 24.92%
$333.65 - $392.1 $102K - $120K
925 $326K
MO
Altria Group, Inc.

Consumer Defensive
-3.29K
- 30.91%
$57.75 - $67.68 $190K - $223K
7.36K $486K
VRSK
Verisk Analytics, Inc.

Industrials
-165
- 10.48%
$242.3 - $312.95 $40K - $51.6K
1.41K $354K
AXP
American Express CO

Financial Services
-490
- 20.16%
$294.27 - $342.31 $144K - $168K
1.94K $644K
HON
Honeywell International Inc

Industrials
-111
- 2.44%
$207.7 - $240.4 $23.1K - $26.7K
4.45K $935K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.59K
- 20.06%
$92.26 - $97.51 $147K - $155K
6.35K $613K
MA
Mastercard Inc

Financial Services
-253
- 6.26%
$550.18 - $598.96 $139K - $152K
3.79K $2.15M
NEE
Nextera Energy Inc

Utilities
-2K
- 23.72%
$69.77 - $77.54 $139K - $155K
6.42K $484K
NOW
Service Now, Inc.

Technology
-7
- 0.82%
$850.86 - $1044.69 $5.96K - $7.31K
842 $774K
IWM
Ishares Russell 2000 ETF

ETFs
-1.29K
- 15.61%
$214.92 - $244.84 $278K - $317K
6.99K $1.69M
SPGI
S&P Global Inc.

Financial Services
-113
- 11.72%
$484.94 - $564.15 $54.8K - $63.7K
851 $414K
INTU
Intuit Inc

Technology
-19
- 2.51%
$646.03 - $807.39 $12.3K - $15.3K
738 $503K
TXN
Texas Instruments Inc

Technology
-477
- 25.73%
N/A
1.38K $267K
AMGN
Amgen Inc

Healthcare
-341
- 21.06%
$271.18 - $309.22 $92.5K - $105K
1.28K $360K
AMT
American Tower Corp

Real Estate
-232
- 16.22%
$192.32 - $232.35 $44.6K - $53.9K
1.2K $230K
PAYX
Paychex Inc

Industrials
-59
- 1.43%
$126.69 - $147.99 $7.47K - $8.73K
4.06K $514K
DE
Deere & CO

Industrials
-55
- 5.41%
$457.26 - $524.37 $25.1K - $28.8K
962 $439K
SYK
Stryker Corp

Healthcare
-15
- 0.57%
$368.57 - $403.53 $5.53K - $6.05K
2.62K $968K
DIS
Walt Disney CO

Communication Services
-198
- 4.02%
$112.25 - $124.0 $22.2K - $24.6K
4.73K $541K
CI
Cigna Corp

Healthcare
-66
- 5.67%
$262.23 - $334.39 $17.3K - $22.1K
1.1K $316K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-83
- 13.03%
$366.54 - $479.53 $30.4K - $39.8K
554 $216K
CL
Colgate Palmolive CO

Consumer Defensive
-256
- 6.68%
$79.36 - $93.33 $20.3K - $23.9K
3.58K $285K
CARR
Carrier Global Corp

Industrials
-118
- 3.06%
$58.75 - $80.73 $6.93K - $9.53K
3.74K $223K
MCK
Mckesson Corp

Healthcare
-152
- 10.24%
$659.01 - $772.54 $100K - $117K
1.33K $1.03M
CHD
Church & Dwight CO Inc

Consumer Defensive
-169
- 3.68%
$85.84 - $99.09 $14.5K - $16.7K
4.42K $387K
CB
Chubb LTD

Financial Services
-73
- 1.71%
$265.99 - $289.59 $19.4K - $21.1K
4.19K $1.18M
PPG
Ppg Industries Inc

Basic Materials
-70
- 1.57%
$103.65 - $119.07 $7.26K - $8.33K
4.4K $462K
MUB
Ishares National Muni Bond ETF

ETFs
-470
- 13.23%
$103.24 - $106.68 $48.5K - $50.1K
3.08K $328K
IBM
International Business Machines Corp

Technology
-16
- 0.53%
$234.77 - $292.47 $3.76K - $4.68K
3K $847K
WM
Waste Management Inc

Industrials
-106
- 6.06%
$213.88 - $237.1 $22.7K - $25.1K
1.64K $362K
VZ
Verizon Communications Inc

Communication Services
-997
- 9.71%
$40.84 - $45.06 $40.7K - $44.9K
9.27K $407K
Activity Summary
Buys All Purchases 119 New Holdings 20 Increased Positions 99 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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