Relyea Zuckerberg Hanson LLC Portfolio Holdings

Relyea Zuckerberg Hanson LLC

  • $912 Million
  • Q3 2025

Relyea Zuckerberg Hanson LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $912 Million distributed in 270 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $117M, Vanguard Value ETF with a value of $85.1M, Ishares Russell 1000 Gr ETF with a value of $55.8M, Ishares Russell 1000 Val ETF with a value of $42.3M, and Spdr Bloomberg 1 3 Month T Bil with a value of $38.4M.

Examining the 13F form we can see an increase of $64.3M in the current position value, from $847M to 912M.

Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.

Portfolio value $912 Million
ETFs: $645 Million
Technology: $112 Million
Financial Services: $38.9 Million
Healthcare: $26.2 Million
Communication Services: $23.2 Million
Industrials: $22.5 Million
Consumer Cyclical: $19.5 Million
Consumer Defensive: $13.7 Million
Other: $10.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$218B
$3.1 Million 0.34% of portfolio
23,129
Q3 2025 Reduced 3.93%
$1.39T
$2.92 Million 0.32% of portfolio
6,558
Q3 2025 Added 0.35%
$389B
$2.95 Million 0.32% of portfolio
7,274
Q3 2025 Added 2.77%
$0
$2.72 Million 0.3% of portfolio
11,357
Q3 2025 Reduced 17.45%
$1.72B
$2.76 Million 0.3% of portfolio
82,643
Q3 2025 Added 6.45%
$0
$2.66 Million 0.29% of portfolio
8,309
Q3 2025 Reduced 2.43%
$802B
$2.43 Million 0.27% of portfolio
3,183
Q3 2025 Reduced 18.34%
$0
$2.48 Million 0.27% of portfolio
13,598
Q3 2025 Added 0.1%
$974M
$2.34 Million 0.26% of portfolio
273,838
Q1 2025 Reduced 7.02%
$0
$2.33 Million 0.26% of portfolio
88,562
Q2 2025 Added 0.26%
$1.92B
$2.33 Million 0.26% of portfolio
125,377
Q4 2024 Reduced 21.51%
$298B
$2.39 Million 0.26% of portfolio
36,083
Q3 2025 Reduced 1.43%
$299B
$2.3 Million 0.25% of portfolio
33,670
Q3 2025 Added 6.22%
$64.3B
$2.29 Million 0.25% of portfolio
31,505
Q2 2024 Reduced 2.09%
$0
$2.23 Million 0.24% of portfolio
3,325
Q3 2025 Reduced 2.35%
$157B
$2.16 Million 0.24% of portfolio
8,765
Q3 2025 Added 1.48%
$528B
$2.15 Million 0.24% of portfolio
3,786
Q3 2025 Reduced 6.26%
$407B
$2.15 Million 0.24% of portfolio
2,325
Q3 2025 Added 8.19%
$0
$2.12 Million 0.23% of portfolio
46,955
Q3 2025 Added 6.24%
$0
$2.02 Million 0.22% of portfolio
14,516
Q3 2025 Added 31.34%
$223B
$1.96 Million 0.21% of portfolio
6,440
Q3 2025 Added 4.43%
$277B
$1.79 Million 0.2% of portfolio
17,347
Q3 2025 Reduced 2.83%
$0
$1.83 Million 0.2% of portfolio
33,119
Q2 2025 Added 0.31%
$0
$1.73 Million 0.19% of portfolio
6,994
Q3 2025 Added 0.09%
$0
$1.69 Million 0.19% of portfolio
6,989
Q3 2025 Reduced 15.61%
$0
$1.56 Million 0.17% of portfolio
21,794
Q3 2025 Added 7.32%
$270B
$1.59 Million 0.17% of portfolio
1,994
Q3 2025 Reduced 2.21%
$0
$1.49 Million 0.16% of portfolio
8,416
Q3 2025 Reduced 1.28%
$280B
$1.43 Million 0.16% of portfolio
9,023
Q3 2025 Reduced 10.46%
$485B
$1.42 Million 0.16% of portfolio
1,186
Q3 2025 Added 1.54%
$144B
$1.49 Million 0.16% of portfolio
15,264
Q3 2025 Reduced 0.5%
$203B
$1.33 Million 0.15% of portfolio
9,491
Q3 2025 Added 6.39%
$200B
$1.34 Million 0.15% of portfolio
6,540
Q3 2025 Reduced 5.89%
$322B
$1.39 Million 0.15% of portfolio
4,034
Q3 2025 Added 13.51%
$0
$1.41 Million 0.15% of portfolio
1,888
Q3 2025 Reduced 19.83%
$88.6B
$1.36 Million 0.15% of portfolio
6,740
Q3 2025 Reduced 8.96%
$0
$1.3 Million 0.14% of portfolio
25,980
Q3 2025 Added 8.36%
$165B
$1.15 Million 0.13% of portfolio
34,303
Q3 2025 Added 15.17%
$226B
$1.23 Million 0.13% of portfolio
7,569
Q3 2025 Reduced 13.03%
$115B
$1.18 Million 0.13% of portfolio
4,191
Q3 2025 Reduced 1.71%
$0
$1.14 Million 0.13% of portfolio
11,044
Q3 2024 New
$0
$1.13 Million 0.12% of portfolio
22,980
Q3 2025 Added 1.78%
$0
$1.06 Million 0.12% of portfolio
33,116
Q2 2025 Added 0.06%
$135B
$1.08 Million 0.12% of portfolio
4,556
Q3 2025 Added 0.64%
$0
$972,000 0.11% of portfolio
11,270
Q2 2025 Reduced 1.68%
$119B
$1.03 Million 0.11% of portfolio
1,332
Q3 2025 Reduced 10.24%
$140B
$968,000 0.11% of portfolio
2,619
Q3 2025 Reduced 0.57%
$73.3B
$970,000 0.11% of portfolio
3,545
Q3 2025 Added 17.54%
$218B
$940,000 0.1% of portfolio
1,940
Q3 2025 Added 29.94%

Summary

  • Portfolio
  • No. of Stocks 270
  • Current Value $912 Million
  • Prior Value $847 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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