Relyea Zuckerberg Hanson LLC Portfolio Holdings
Relyea Zuckerberg Hanson LLC
- $738 Million
- Q1 2025
Relyea Zuckerberg Hanson LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $738 Million distributed in 252 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $90.3M, Vanguard Value ETF with a value of $78.1M, Ishares Russell 1000 Gr ETF with a value of $43.6M, Ishares Russell 1000 Val ETF with a value of $40.3M, and Spdr Bloomberg 1 3 Month T Bil with a value of $33.1M.
Examining the 13F form we can see an decrease of $2.98M in the current position value, from $741M to 738M.
Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.
Portfolio value
$738 Million
ETFs: $527 Million
Technology: $74 Million
Financial Services: $33.1 Million
Healthcare: $27.8 Million
Industrials: $19.8 Million
Communication Services: $16 Million
Consumer Defensive: $15.3 Million
Consumer Cyclical: $14.6 Million
Other: $9.75 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 252
- Current Value $738 Million
- Prior Value $741 Million
- Filing
- Period Q1 2025
- Filing Date April 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 10 stocks
- Additional Purchases 123 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks