Relyea Zuckerberg Hanson LLC Portfolio Holdings
Relyea Zuckerberg Hanson LLC
- $741 Million
- Q4 2024
Relyea Zuckerberg Hanson LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $741 Million distributed in 254 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $97.9M, Vanguard Value ETF with a value of $77.7M, Ishares Russell 1000 Gr ETF with a value of $48.5M, Ishares Russell 1000 Val ETF with a value of $41.2M, and Microsoft Corp with a value of $24.1M.
Examining the 13F form we can see an increase of $85M in the current position value, from $656M to 741M.
Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.
Portfolio value
$741 Million
ETFs: $516 Million
Technology: $88.5 Million
Financial Services: $32.5 Million
Healthcare: $25 Million
Industrials: $20.5 Million
Communication Services: $18 Million
Consumer Cyclical: $17.8 Million
Consumer Defensive: $14.3 Million
Other: $8.46 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 254
- Current Value $741 Million
- Prior Value $656 Million
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 24 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 51 stocks