Relyea Zuckerberg Hanson LLC Reduced Holdings in Q4 2024

Relyea Zuckerberg Hanson LLC

  • $741 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-3.53K
- 0.76%
$168.32 - $181.87 $594K - $642K
459K $77.7M
VEA
Vanguard Ftse Developed Market

ETFs
-6.5K
- 1.4%
$47.57 - $52.44 $309K - $341K
458K $21.9M
SBLK
Star Bulk Carriers Corp.

Industrials
-34.4K
- 21.51%
$14.7 - $23.59 $505K - $810K
125K $1.87M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.36K
- 7.68%
$197.36 - $217.3 $663K - $729K
40.4K $8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.56K
- 8.3%
$55.45 - $61.08 $308K - $339K
61.4K $3.4M
UNH
Unitedhealth Group Inc

Healthcare
-546
- 10.63%
$485.52 - $625.25 $265K - $341K
4.59K $2.32M
GLD
Spdr Gold Trust

ETFs
-2.49K
- 17.54%
$236.59 - $257.5 $588K - $640K
11.7K $2.83M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-989
- 1.71%
$184.21 - $199.29 $182K - $197K
56.7K $10.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-408
- 0.71%
$75.65 - $83.47 $30.9K - $34.1K
56.7K $4.32M
PEP
Pepsico Inc

Consumer Defensive
-337
- 2.84%
$151.29 - $176.1 $51K - $59.3K
11.5K $1.75M
AMD
Advanced Micro Devices Inc

Technology
-113
- 2.71%
$118.88 - $172.8 $13.4K - $19.5K
4.06K $490K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.08K
- 29.14%
$44.04 - $49.49 $136K - $153K
7.49K $330K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.48K
- 34.29%
$113.79 - $124.5 $168K - $184K
2.84K $325K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 0.37%
$501.29 - $612.85 $3.01K - $3.68K
1.62K $843K
PFE
Pfizer Inc

Healthcare
-4.55K
- 29.82%
$24.8 - $30.19 $113K - $137K
10.7K $283K
PG
Procter & Gamble CO

Consumer Defensive
-66
- 0.26%
$161.05 - $179.7 $10.6K - $11.9K
25.2K $4.23M
IWN
Ishares Russell2000 Val ETF

ETFs
-582
- 6.03%
$162.69 - $181.35 $94.7K - $106K
9.07K $1.49M
UBER
Uber Technologies, Inc

Technology
-815
- 18.55%
$59.93 - $86.34 $48.8K - $70.4K
3.58K $215K
ZTS
Zoetis Inc.

Healthcare
-273
- 13.47%
$162.24 - $194.42 $44.3K - $53.1K
1.75K $285K
DHR
Danaher Corp

Healthcare
-21
- 0.99%
$226.16 - $274.52 $4.75K - $5.76K
2.11K $484K
CI
Cigna Corp

Healthcare
-68
- 5.73%
$265.59 - $358.58 $18.1K - $24.4K
1.12K $308K
AMGN
Amgen Inc

Healthcare
-6
- 0.37%
$258.78 - $328.31 $1.55K - $1.97K
1.61K $420K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-36
- 0.49%
$209.89 - $233.24 $7.56K - $8.4K
7.35K $1.56M
SBUX
Starbucks Corp

Consumer Cyclical
-399
- 7.63%
$87.44 - $102.5 $34.9K - $40.9K
4.83K $440K
YUM
Yum Brands Inc

Consumer Cyclical
-305
- 6.7%
$130.36 - $139.54 $39.8K - $42.6K
4.25K $569K
LMT
Lockheed Martin Corp

Industrials
-1
- 0.16%
$479.66 - $614.62 $480 - $615
622 $302K
CARR
Carrier Global Corp

Industrials
-50
- 1.06%
$66.69 - $82.65 $3.33K - $4.13K
4.67K $318K
VZ
Verizon Communications Inc

Communication Services
-327
- 3.52%
$39.6 - $45.21 $12.9K - $14.8K
8.95K $357K
CB
Chubb LTD

Financial Services
-9
- 0.2%
$271.57 - $301.89 $2.44K - $2.72K
4.44K $1.23M
OMC
Omnicom Group Inc.

Communication Services
-10
- 0.33%
$85.82 - $105.47 $858 - $1.05K
3.05K $262K
CMCSA
Comcast Corp

Communication Services
-418
- 5.23%
$37.39 - $45.14 $15.6K - $18.9K
7.58K $284K
UPS
United Parcel Service Inc

Industrials
-194
- 8.75%
$122.65 - $138.35 $23.8K - $26.8K
2.02K $254K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-20
- 3.52%
$396.64 - $516.74 $7.93K - $10.3K
548 $220K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-713
- 2.09%
$41.09 - $45.94 $29.3K - $32.8K
33.4K $1.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-78
- 1.63%
$113.92 - $127.38 $8.89K - $9.94K
4.7K $541K
WM
Waste Management Inc

Industrials
-28
- 1.66%
$201.79 - $228.46 $5.65K - $6.4K
1.66K $333K
TT
Trane Technologies PLC

Industrials
-1
- 0.14%
$369.35 - $419.14 $369 - $419
692 $255K
IWM
Ishares Russell 2000 ETF

ETFs
-47
- 0.59%
$216.13 - $242.4 $10.2K - $11.4K
7.96K $1.76M
BSX
Boston Scientific Corp

Healthcare
-563
- 3.65%
$83.62 - $91.5 $47.1K - $51.5K
14.9K $1.33M
PSTG
Pure Storage, Inc.

Technology
-174
- 3.85%
$48.19 - $66.6 $8.39K - $11.6K
4.34K $266K
MCK
Mckesson Corp

Healthcare
-46
- 2.98%
$482.27 - $628.5 $22.2K - $28.9K
1.5K $853K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-507
- 3.72%
$45.39 - $62.98 $23K - $31.9K
13.1K $744K
HON
Honeywell International Inc

Industrials
-17
- 0.32%
$202.84 - $236.0 $3.45K - $4.01K
5.27K $1.19M
GS
Goldman Sachs Group Inc

Financial Services
-138
- 5.58%
$486.1 - $608.57 $67.1K - $84K
2.34K $1.34M
VGT
Vanguard Information Technolog

ETFs
-5
- 0.15%
$571.78 - $647.97 $2.86K - $3.24K
3.32K $2.06M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-307
- 0.41%
$124.61 - $133.96 $38.3K - $41.1K
75K $9.66M
VBK
Vanguard Small Cap Growth ETF

ETFs
-509
- 1.82%
$264.18 - $304.19 $134K - $155K
27.5K $7.69M
MS
Morgan Stanley

Financial Services
-1
- 0.01%
$104.42 - $134.99 $104 - $135
11.4K $1.43M
ARKW
Ark Next Generation Internet E

ETFs
-6.57K
- 9.94%
$82.66 - $120.04 $543K - $789K
59.6K $6.43M
Activity Summary
Buys All Purchases 178 New Holdings 24 Increased Positions 154 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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