Relyea Zuckerberg Hanson LLC Portfolio Holdings
Relyea Zuckerberg Hanson LLC
- $656 Million
- Q3 2024
Relyea Zuckerberg Hanson LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $656 Million distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $88.7M, Vanguard Value ETF with a value of $80.7M, Ishares Russell 1000 Gr ETF with a value of $43.9M, Ishares Russell 1000 Val ETF with a value of $41.9M, and Vanguard Ftse Developed Market with a value of $24.5M.
Examining the 13F form we can see an increase of $60.6M in the current position value, from $595M to 656M.
Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.
Portfolio value
$656 Million
ETFs: $484 Million
Technology: $58.4 Million
Financial Services: $26.7 Million
Healthcare: $20.8 Million
Industrials: $17.3 Million
Consumer Cyclical: $13.6 Million
Consumer Defensive: $13 Million
Communication Services: $13 Million
Other: $8.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 246
- Current Value $656 Million
- Prior Value $595 Million
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 16 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks