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

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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