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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.04B
$2.79 Million 0.33% of portfolio
77,632
Q2 2025 Reduced 0.04%
$299B
$2.59 Million 0.31% of portfolio
36,608
Q2 2025 Reduced 1.23%
$384B
$2.6 Million 0.31% of portfolio
7,078
Q2 2025 Added 3.09%
$178B
$2.58 Million 0.3% of portfolio
8,637
Q2 2025 Reduced 1.87%
$0
$2.5 Million 0.29% of portfolio
47,643
Q2 2025 Added 72.77%
$0
$2.47 Million 0.29% of portfolio
13,584
Q2 2025 Added 28.87%
$0
$2.43 Million 0.29% of portfolio
8,516
Q2 2025 Reduced 0.87%
$661B
$2.31 Million 0.27% of portfolio
10,561
Q2 2025 Added 1.03%
$542B
$2.27 Million 0.27% of portfolio
4,039
Q2 2025 Added 7.14%
$1.93B
$2.16 Million 0.26% of portfolio
125,377
Q4 2024 Reduced 21.51%
$0
$2.16 Million 0.26% of portfolio
88,562
Q2 2025 Added 0.26%
$282B
$2.2 Million 0.26% of portfolio
31,697
Q2 2025 Added 6.62%
$0
$2.12 Million 0.25% of portfolio
33,589
Q2 2025 Reduced 15.25%
$414B
$2.13 Million 0.25% of portfolio
2,149
Q2 2025 Added 5.5%
$0
$2.11 Million 0.25% of portfolio
3,405
Q2 2025 Added 85.46%
$998B
$2.08 Million 0.24% of portfolio
6,535
Q2 2025 Added 25.6%
$53.4B
$1.96 Million 0.23% of portfolio
31,505
Q2 2024 Reduced 2.09%
$0
$1.83 Million 0.22% of portfolio
44,198
Q2 2025 Added 28.51%
$220B
$1.8 Million 0.21% of portfolio
6,167
Q2 2025 Reduced 0.4%
$0
$1.79 Million 0.21% of portfolio
8,282
Q2 2025 Added 4.06%
$265B
$1.75 Million 0.21% of portfolio
17,853
Q2 2025 Added 12.69%
$0
$1.73 Million 0.2% of portfolio
33,119
Q2 2025 Added 0.31%
$104B
$1.62 Million 0.19% of portfolio
7,403
Q2 2025 Added 0.68%
$249B
$1.59 Million 0.19% of portfolio
8,703
Q2 2025 Added 21.28%
$152B
$1.65 Million 0.19% of portfolio
15,340
Q2 2025 Added 2.79%
$0
$1.59 Million 0.19% of portfolio
6,988
Q2 2025 Reduced 35.13%
$9.71B
$1.63 Million 0.19% of portfolio
24,876
Q2 2025 Added 48.04%
$0
$1.56 Million 0.18% of portfolio
2,355
Q2 2025 Reduced 28.29%
$525B
$1.56 Million 0.18% of portfolio
1,168
Q2 2025 Added 8.05%
$0
$1.49 Million 0.18% of portfolio
11,052
Q2 2025 New
$0
$1.47 Million 0.17% of portfolio
8,063
Q2 2025 Added 135.0%
$242B
$1.42 Million 0.17% of portfolio
10,077
Q2 2025 Added 5.65%
$249B
$1.44 Million 0.17% of portfolio
2,039
Q2 2025 Added 3.66%
$0
$1.37 Million 0.16% of portfolio
20,308
Q2 2025 Reduced 4.68%
$0
$1.34 Million 0.16% of portfolio
8,525
Q2 2025 Added 0.58%
$160B
$1.27 Million 0.15% of portfolio
6,949
Q2 2025 Added 6.14%
$112B
$1.24 Million 0.15% of portfolio
4,264
Q2 2025 Reduced 2.85%
$0
$1.19 Million 0.14% of portfolio
8,915
Q2 2025 Added 0.32%
$198B
$1.18 Million 0.14% of portfolio
8,921
Q2 2025 Reduced 14.57%
$0
$1.18 Million 0.14% of portfolio
23,976
Q2 2025 Reduced 26.42%
$102B
$1.09 Million 0.13% of portfolio
1,484
Q2 2025 Reduced 2.24%
$0
$1.14 Million 0.13% of portfolio
11,044
Q3 2024 New
$263B
$1.11 Million 0.13% of portfolio
3,554
Q2 2025 Reduced 15.7%
$151B
$1.06 Million 0.13% of portfolio
4,557
Q2 2025 Reduced 5.5%
$138B
$1.04 Million 0.12% of portfolio
4,527
Q2 2025 Reduced 7.46%
$0
$986,000 0.12% of portfolio
22,578
Q2 2025 Added 1.15%
$153B
$1.04 Million 0.12% of portfolio
2,634
Q2 2025 Added 2.09%
$0
$967,000 0.11% of portfolio
33,116
Q2 2025 Added 0.06%
$88.5B
$967,000 0.11% of portfolio
7,253
Q2 2025 Reduced 2.76%

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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