Relyea Zuckerberg Hanson LLC Portfolio Holdings

Relyea Zuckerberg Hanson LLC

  • $912 Million
  • Q3 2025

Relyea Zuckerberg Hanson LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $912 Million distributed in 270 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $117M, Vanguard Value ETF with a value of $85.1M, Ishares Russell 1000 Gr ETF with a value of $55.8M, Ishares Russell 1000 Val ETF with a value of $42.3M, and Spdr Bloomberg 1 3 Month T Bil with a value of $38.4M.

Examining the 13F form we can see an increase of $64.3M in the current position value, from $847M to 912M.

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

Portfolio value $912 Million
ETFs: $645 Million
Technology: $112 Million
Financial Services: $38.9 Million
Healthcare: $26.2 Million
Communication Services: $23.2 Million
Industrials: $22.5 Million
Consumer Cyclical: $19.5 Million
Consumer Defensive: $13.7 Million
Other: $10.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$29.2 Million 3.2% of portfolio
56,284
Q3 2025 Added 1.52%
$4.35T
$25.1 Million 2.75% of portfolio
98,474
Q3 2025 Reduced 14.19%
$505B
$23.4 Million 2.57% of portfolio
125,605
Q3 2025 Reduced 1.44%
$913B
$8.77 Million 0.96% of portfolio
27,788
Q3 2025 Reduced 1.5%
$2.49T
$7.41 Million 0.81% of portfolio
33,755
Q3 2025 Added 1.75%
$1.72T
$7.14 Million 0.78% of portfolio
29,336
Q3 2025 Added 1.62%
$1.68T
$7 Million 0.77% of portfolio
28,796
Q3 2025 Reduced 0.25%
$235M
$6.21 Million 0.68% of portfolio
795,605
Q3 2025 Reduced 16.02%
$494B
$5.84 Million 0.64% of portfolio
31,504
Q3 2025 Added 11.54%
$386B
$5.71 Million 0.63% of portfolio
24,646
Q3 2025 Reduced 0.24%
$557B
$5.51 Million 0.6% of portfolio
16,146
Q3 2025 Added 8.5%
$1.46T
$5.4 Million 0.59% of portfolio
7,358
Q3 2025 Added 0.44%
$150B
$4.79 Million 0.53% of portfolio
14,531
Q3 2025 Reduced 3.9%
$621B
$4.85 Million 0.53% of portfolio
9,645
Q3 2025 Reduced 13.43%
$108B
$4.25 Million 0.47% of portfolio
14,494
Q3 2025 Added 11.21%
$477B
$3.93 Million 0.43% of portfolio
34,837
Q3 2025 Added 0.87%
$708B
$3.07 Million 0.34% of portfolio
10,929
Q3 2025 Added 3.48%
$216B
$3.1 Million 0.34% of portfolio
23,129
Q3 2025 Reduced 3.93%
$1.44T
$2.92 Million 0.32% of portfolio
6,558
Q3 2025 Added 0.35%
$389B
$2.95 Million 0.32% of portfolio
7,274
Q3 2025 Added 2.77%
$1.71B
$2.76 Million 0.3% of portfolio
82,643
Q3 2025 Added 6.45%
$820B
$2.43 Million 0.27% of portfolio
3,183
Q3 2025 Reduced 18.34%
$974M
$2.34 Million 0.26% of portfolio
273,838
Q1 2025 Reduced 7.02%
$1.93B
$2.33 Million 0.26% of portfolio
125,377
Q4 2024 Reduced 21.51%
$298B
$2.39 Million 0.26% of portfolio
36,083
Q3 2025 Reduced 1.43%
$300B
$2.3 Million 0.25% of portfolio
33,670
Q3 2025 Added 6.22%
$158B
$2.16 Million 0.24% of portfolio
8,765
Q3 2025 Added 1.48%
$526B
$2.15 Million 0.24% of portfolio
3,786
Q3 2025 Reduced 6.26%
$403B
$2.15 Million 0.24% of portfolio
2,325
Q3 2025 Added 8.19%
$220B
$1.96 Million 0.21% of portfolio
6,440
Q3 2025 Added 4.43%
$275B
$1.79 Million 0.2% of portfolio
17,347
Q3 2025 Reduced 2.83%
$269B
$1.59 Million 0.17% of portfolio
1,994
Q3 2025 Reduced 2.21%
$278B
$1.43 Million 0.16% of portfolio
9,023
Q3 2025 Reduced 10.46%
$498B
$1.42 Million 0.16% of portfolio
1,186
Q3 2025 Added 1.54%
$144B
$1.49 Million 0.16% of portfolio
15,264
Q3 2025 Reduced 0.5%
$201B
$1.33 Million 0.15% of portfolio
9,491
Q3 2025 Added 6.39%
$201B
$1.34 Million 0.15% of portfolio
6,540
Q3 2025 Reduced 5.89%
$319B
$1.39 Million 0.15% of portfolio
4,034
Q3 2025 Added 13.51%
$88.4B
$1.36 Million 0.15% of portfolio
6,740
Q3 2025 Reduced 8.96%
$164B
$1.15 Million 0.13% of portfolio
34,303
Q3 2025 Added 15.17%
$224B
$1.23 Million 0.13% of portfolio
7,569
Q3 2025 Reduced 13.03%
$115B
$1.18 Million 0.13% of portfolio
4,191
Q3 2025 Reduced 1.71%
$135B
$1.08 Million 0.12% of portfolio
4,556
Q3 2025 Added 0.64%
$117B
$1.03 Million 0.11% of portfolio
1,332
Q3 2025 Reduced 10.24%
$135B
$968,000 0.11% of portfolio
2,619
Q3 2025 Reduced 0.57%
$73.1B
$970,000 0.11% of portfolio
3,545
Q3 2025 Added 17.54%
$222B
$940,000 0.1% of portfolio
1,940
Q3 2025 Added 29.94%
$262B
$925,000 0.1% of portfolio
5,533
Q3 2025 Reduced 1.74%
$25.6B
$921,000 0.1% of portfolio
5,764
Q3 2025 Added 5.68%

Summary

  • Portfolio
  • No. of Stocks 270
  • Current Value $912 Million
  • Prior Value $847 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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