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
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