Relyea Zuckerberg Hanson LLC Portfolio Holdings

Relyea Zuckerberg Hanson LLC

  • $847 Million
  • Q2 2025

Relyea Zuckerberg Hanson LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $847 Million distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $108M, Vanguard Value ETF with a value of $81M, Ishares Russell 1000 Gr ETF with a value of $50.8M, Ishares Russell 1000 Val ETF with a value of $41.9M, and Spdr Bloomberg 1 3 Month T Bil with a value of $34.1M.

Examining the 13F form we can see an increase of $110M in the current position value, from $738M to 847M.

Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.

Portfolio value $847 Million
ETFs: $601 Million
Technology: $99.8 Million
Financial Services: $38.9 Million
Healthcare: $24.5 Million
Industrials: $21.9 Million
Communication Services: $19.4 Million
Consumer Cyclical: $17.1 Million
Consumer Defensive: $15.2 Million
Other: $9.22 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$27.6 Million 3.25% of portfolio
55,441
Q2 2025 Added 3.58%
$3.69T
$23.5 Million 2.78% of portfolio
114,757
Q2 2025 Added 34.81%
$456B
$20.1 Million 2.38% of portfolio
127,444
Q2 2025 Added 2.65%
$859B
$8.18 Million 0.97% of portfolio
28,212
Q2 2025 Added 23.54%
$2.26T
$7.28 Million 0.86% of portfolio
33,176
Q2 2025 Added 6.07%
$1.78T
$5.41 Million 0.64% of portfolio
7,326
Q2 2025 Added 6.47%
$621B
$5.41 Million 0.64% of portfolio
11,141
Q2 2025 Added 36.25%
$551B
$5.28 Million 0.62% of portfolio
14,881
Q2 2025 Added 3.2%
$1.24T
$5.12 Million 0.6% of portfolio
28,868
Q2 2025 Added 0.79%
$1.21T
$5.09 Million 0.6% of portfolio
28,868
Q2 2025 Added 3.5%
$351B
$4.59 Million 0.54% of portfolio
24,705
Q2 2025 Added 1.61%
$452B
$4.31 Million 0.51% of portfolio
28,245
Q2 2025 Reduced 13.24%
$127B
$4.17 Million 0.49% of portfolio
15,121
Q2 2025 Added 9.52%
$368B
$4.11 Million 0.48% of portfolio
25,782
Q2 2025 Added 3.0%
$124B
$4.02 Million 0.47% of portfolio
13,033
Q2 2025 Added 0.23%
$442B
$3.72 Million 0.44% of portfolio
34,536
Q2 2025 Reduced 1.34%
$608B
$3.04 Million 0.36% of portfolio
3,898
Q2 2025 Added 23.9%
$101M
$2.92 Million 0.34% of portfolio
947,405
Q1 2025 Reduced 5.01%
$1.96B
$2.79 Million 0.33% of portfolio
77,632
Q2 2025 Reduced 0.04%
$306B
$2.59 Million 0.31% of portfolio
36,608
Q2 2025 Reduced 1.23%
$405B
$2.6 Million 0.31% of portfolio
7,078
Q2 2025 Added 3.09%
$150B
$2.58 Million 0.3% of portfolio
8,637
Q2 2025 Reduced 1.87%
$684B
$2.31 Million 0.27% of portfolio
10,561
Q2 2025 Added 1.03%
$548B
$2.27 Million 0.27% of portfolio
4,039
Q2 2025 Added 7.14%
$1.93B
$2.16 Million 0.26% of portfolio
125,377
Q4 2024 Reduced 21.51%
$293B
$2.2 Million 0.26% of portfolio
31,697
Q2 2025 Added 6.62%
$439B
$2.13 Million 0.25% of portfolio
2,149
Q2 2025 Added 5.5%
$1.08T
$2.08 Million 0.24% of portfolio
6,535
Q2 2025 Added 25.6%
$836M
$1.93 Million 0.23% of portfolio
273,838
Q1 2025 Reduced 7.02%
$222B
$1.8 Million 0.21% of portfolio
6,167
Q2 2025 Reduced 0.4%
$281B
$1.75 Million 0.21% of portfolio
17,853
Q2 2025 Added 12.69%
$101B
$1.62 Million 0.19% of portfolio
7,403
Q2 2025 Added 0.68%
$261B
$1.59 Million 0.19% of portfolio
8,703
Q2 2025 Added 21.28%
$147B
$1.65 Million 0.19% of portfolio
15,340
Q2 2025 Added 2.79%
$545B
$1.56 Million 0.18% of portfolio
1,168
Q2 2025 Added 8.05%
$250B
$1.42 Million 0.17% of portfolio
10,077
Q2 2025 Added 5.65%
$254B
$1.44 Million 0.17% of portfolio
2,039
Q2 2025 Added 3.66%
$162B
$1.27 Million 0.15% of portfolio
6,949
Q2 2025 Added 6.14%
$112B
$1.24 Million 0.15% of portfolio
4,264
Q2 2025 Reduced 2.85%
$202B
$1.18 Million 0.14% of portfolio
8,921
Q2 2025 Reduced 14.57%
$94.7B
$1.09 Million 0.13% of portfolio
1,484
Q2 2025 Reduced 2.24%
$245B
$1.11 Million 0.13% of portfolio
3,554
Q2 2025 Reduced 15.7%
$146B
$1.06 Million 0.13% of portfolio
4,557
Q2 2025 Reduced 5.5%
$135B
$1.04 Million 0.12% of portfolio
4,527
Q2 2025 Reduced 7.46%
$142B
$1.04 Million 0.12% of portfolio
2,634
Q2 2025 Added 2.09%
$78.6B
$967,000 0.11% of portfolio
7,253
Q2 2025 Reduced 2.76%
$33.2B
$944,000 0.11% of portfolio
5,454
Q2 2025 Added 0.5%
$229B
$822,000 0.1% of portfolio
5,631
Q2 2025 Added 1.83%
$210B
$889,000 0.1% of portfolio
3,019
Q2 2025 Added 34.48%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $847 Million
  • Prior Value $738 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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