Relyea Zuckerberg Hanson LLC Portfolio Holdings
Relyea Zuckerberg Hanson LLC
- $595 Million
- Q2 2024
Relyea Zuckerberg Hanson LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $595 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $83.7M, Vanguard Value ETF with a value of $74M, Ishares Russell 1000 Gr ETF with a value of $42.2M, Ishares Russell 1000 Val ETF with a value of $38.7M, and Vanguard Ftse Developed Market with a value of $22.1M.
Examining the 13F form we can see an increase of $25.1M in the current position value, from $570M to 595M.
Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 235
- Current Value $595 Million
- Prior Value $570 Million
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 16 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 60 stocks