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
$3.77T
$27.6 Million 3.25% of portfolio
55,441
Q2 2025 Added 3.58%
$3.45T
$23.5 Million 2.78% of portfolio
114,757
Q2 2025 Added 34.81%
$416B
$20.1 Million 2.38% of portfolio
127,444
Q2 2025 Added 2.65%
$855B
$8.18 Million 0.97% of portfolio
28,212
Q2 2025 Added 23.54%
$2.32T
$7.28 Million 0.86% of portfolio
33,176
Q2 2025 Added 6.07%
$1.58T
$5.41 Million 0.64% of portfolio
7,326
Q2 2025 Added 6.47%
$622B
$5.41 Million 0.64% of portfolio
11,141
Q2 2025 Added 36.25%
$575B
$5.28 Million 0.62% of portfolio
14,881
Q2 2025 Added 3.2%
$1.17T
$5.12 Million 0.6% of portfolio
28,868
Q2 2025 Added 0.79%
$1.14T
$5.09 Million 0.6% of portfolio
28,868
Q2 2025 Added 3.5%
$331B
$4.59 Million 0.54% of portfolio
24,705
Q2 2025 Added 1.61%
$439B
$4.31 Million 0.51% of portfolio
28,245
Q2 2025 Reduced 13.24%
$113B
$4.17 Million 0.49% of portfolio
15,121
Q2 2025 Added 9.52%
$375B
$4.11 Million 0.48% of portfolio
25,782
Q2 2025 Added 3.0%
$126B
$4.02 Million 0.47% of portfolio
13,033
Q2 2025 Added 0.23%
$452B
$3.72 Million 0.44% of portfolio
34,536
Q2 2025 Reduced 1.34%
$738B
$3.04 Million 0.36% of portfolio
3,898
Q2 2025 Added 23.9%
$85.5M
$2.92 Million 0.34% of portfolio
947,405
Q1 2025 Reduced 5.01%
$2.03B
$2.79 Million 0.33% of portfolio
77,632
Q2 2025 Reduced 0.04%
$301B
$2.59 Million 0.31% of portfolio
36,608
Q2 2025 Reduced 1.23%
$380B
$2.6 Million 0.31% of portfolio
7,078
Q2 2025 Added 3.09%
$181B
$2.58 Million 0.3% of portfolio
8,637
Q2 2025 Reduced 1.87%
$642B
$2.31 Million 0.27% of portfolio
10,561
Q2 2025 Added 1.03%
$533B
$2.27 Million 0.27% of portfolio
4,039
Q2 2025 Added 7.14%
$1.95B
$2.16 Million 0.26% of portfolio
125,377
Q4 2024 Reduced 21.51%
$280B
$2.2 Million 0.26% of portfolio
31,697
Q2 2025 Added 6.62%
$417B
$2.13 Million 0.25% of portfolio
2,149
Q2 2025 Added 5.5%
$1.05T
$2.08 Million 0.24% of portfolio
6,535
Q2 2025 Added 25.6%
$876M
$1.93 Million 0.23% of portfolio
273,838
Q1 2025 Reduced 7.02%
$220B
$1.8 Million 0.21% of portfolio
6,167
Q2 2025 Reduced 0.4%
$260B
$1.75 Million 0.21% of portfolio
17,853
Q2 2025 Added 12.69%
$104B
$1.62 Million 0.19% of portfolio
7,403
Q2 2025 Added 0.68%
$256B
$1.59 Million 0.19% of portfolio
8,703
Q2 2025 Added 21.28%
$148B
$1.65 Million 0.19% of portfolio
15,340
Q2 2025 Added 2.79%
$530B
$1.56 Million 0.18% of portfolio
1,168
Q2 2025 Added 8.05%
$237B
$1.42 Million 0.17% of portfolio
10,077
Q2 2025 Added 5.65%
$239B
$1.44 Million 0.17% of portfolio
2,039
Q2 2025 Added 3.66%
$161B
$1.27 Million 0.15% of portfolio
6,949
Q2 2025 Added 6.14%
$116B
$1.24 Million 0.15% of portfolio
4,264
Q2 2025 Reduced 2.85%
$201B
$1.18 Million 0.14% of portfolio
8,921
Q2 2025 Reduced 14.57%
$102B
$1.09 Million 0.13% of portfolio
1,484
Q2 2025 Reduced 2.24%
$267B
$1.11 Million 0.13% of portfolio
3,554
Q2 2025 Reduced 15.7%
$159B
$1.06 Million 0.13% of portfolio
4,557
Q2 2025 Reduced 5.5%
$141B
$1.04 Million 0.12% of portfolio
4,527
Q2 2025 Reduced 7.46%
$149B
$1.04 Million 0.12% of portfolio
2,634
Q2 2025 Added 2.09%
$85.3B
$967,000 0.11% of portfolio
7,253
Q2 2025 Reduced 2.76%
$30.7B
$944,000 0.11% of portfolio
5,454
Q2 2025 Added 0.5%
$219B
$822,000 0.1% of portfolio
5,631
Q2 2025 Added 1.83%
$253B
$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
Track This Portfolio

Track Relyea Zuckerberg Hanson LLC Portfolio

Follow Relyea Zuckerberg Hanson LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Relyea Zuckerberg Hanson LLC, based on Form 13F filings with the SEC.

News

Stay updated on Relyea Zuckerberg Hanson LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email