The Analysis of Relyea Zuckerberg Hanson LLC's Holdings
Currently, Relyea Zuckerberg Hanson LLC holds 262 types of securities in its portfolio with a total value $990.0M. In the most recent quarter, they have increased their positions in XLK (+37.7K shares, valued at $5.4M), VUSB (+92.9K shares, valued at $4.6M), VEA (+74.0K shares, valued at $4.6M); decreased their positions in AAPL (-2.8K shares, valued at $771.3K), N/A (-1.1K shares, valued at $551.9K), IWF (-1.2K shares, valued at $545.7K); initiated new positions in VUSB (+92.9K shares, valued at $4.6M), N/A (+128.7K shares, valued at $3.2M), DHR (+1.2K shares, valued at $267.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS243.3K shares-0.31%2025-12-312026-01-20
VTV VANGUARD INDEX FDS460.8K shares1.02%2025-12-312026-01-20 IWF ISHARES TR117.9K shares-0.97%2025-12-312026-01-20 IWD ISHARES TR207.9K shares-0.04%2025-12-312026-01-20 BIL SPDR SERIES TRUST462.3K shares10.51%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS574.3K shares14.79%2025-12-312026-01-20 AAUS EA SERIES TRUST601.1K shares-0.31%2025-12-312026-01-20 MSFT MICROSOFT CORP56.1K shares-0.29%2025-12-312026-01-20 AAPL APPLE INC95.6K shares-2.88%2025-12-312026-01-20 NVDA NVIDIA CORPORATION124.0K shares-1.31%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR29.8K shares0.49%2025-12-312026-01-20 IDEV ISHARES TR207.4K shares1.72%2025-12-312026-01-20 SGOV ISHARES TR166.1K shares17.77%2025-12-312026-01-20 VOOG VANGUARD ADMIRAL FDS INC29.2K shares0.17%2025-12-312026-01-20 ESGU ISHARES TR78.2K shares0.94%2025-12-312026-01-20 VTI VANGUARD INDEX FDS33.2K shares1.34%2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR76.2K shares97.85%2025-12-312026-01-20 VOOV VANGUARD ADMIRAL FDS INC50.4K shares1.23%2025-12-312026-01-20 SPYG SPDR SERIES TRUST87.8K shares-0.36%2025-12-312026-01-20 ALPHABET INC ALPHABET INC29.0K shares-0.98%2025-12-312026-01-20 ALPHABET INC ALPHABET INC29.1K shares0.95%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.27.6K shares-0.81%2025-12-312026-01-20 IWB ISHARES TR23.0K shares0.02%2025-12-312026-01-20 ESGV VANGUARD WORLD FD69.5K shares12.18%2025-12-312026-01-20 ARKW ARK ETF TR56.0K shares-0.09%2025-12-312026-01-20 LPTH LIGHTPATH TECHNOLOGIES INC765.6K shares-3.77%2025-12-312026-01-20 IEFA ISHARES TR89.3K shares7.39%2025-12-312026-01-20 VBR VANGUARD INDEX FDS36.8K shares-5.08%2025-12-312026-01-20 AMZN AMAZON COM INC33.5K shares-0.76%2025-12-312026-01-20 VBK VANGUARD INDEX FDS23.9K shares-3.75%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON31.5K shares0.08%2025-12-312026-01-20 ESGD ISHARES TR68.5K shares3.22%2025-12-312026-01-20 ABBV ABBVIE INC28.2K shares14.29%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR59.6K shares0.17%2025-12-312026-01-20 V VISA INC15.9K shares-1.53%2025-12-312026-01-20 VONG VANGUARD SCOTTSDALE FDS44.8K shares7.66%2025-12-312026-01-20 BROADCOM INC BROADCOM INC14.1K shares-2.81%2025-12-312026-01-20 GLDM WORLD GOLD TR55.4K shares34.90%2025-12-312026-01-20 META META PLATFORMS INC7.1K shares-3.49%2025-12-312026-01-20 GLD SPDR GOLD TR11.7K shares0.00%2025-12-312026-01-20 VUSB VANGUARD BD INDEX FDS92.9K sharesnew addition2025-12-312026-01-20 XLI SELECT SECTOR SPDR TR27.6K shares0.16%2025-12-312026-01-20 XOM EXXON MOBIL CORP35.1K shares0.82%2025-12-312026-01-20 VONV VANGUARD SCOTTSDALE FDS45.2K shares5.40%2025-12-312026-01-20 ADP AUTOMATIC DATA PROCESSING IN14.5K shares0.31%2025-12-312026-01-20 XLF SELECT SECTOR SPDR TR64.9K shares0.20%2025-12-312026-01-20 LLY ELI LILLY & CO3.3K shares2.20%2025-12-312026-01-20 SUSA ISHARES TR23.9K shares-9.45%2025-12-312026-01-20 ABT ABBOTT LABS25.9K shares11.97%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO22.2K shares-6.71%2025-12-312026-01-20 TSLA TESLA INC6.5K shares-0.38%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS13.3K shares-1.83%2025-12-312026-01-20 FSLY FASTLY INC273.8K shares0.00%2025-12-312026-01-20 TTEK TETRA TECH INC NEW82.7K shares0.02%2025-12-312026-01-20 XLY SELECT SECTOR SPDR TR22.7K shares100.02%2025-12-312026-01-20 CSCO CISCO SYS INC33.6K shares-0.33%2025-12-312026-01-20 KO COCA COLA CO36.9K shares2.24%2025-12-312026-01-20 HD HOME DEPOT INC7.5K shares2.63%2025-12-312026-01-20 IWO ISHARES TR7.9K shares-4.48%2025-12-312026-01-20 IVV ISHARES TR3.6K shares8.63%2025-12-312026-01-20 SBLK STAR BULK CARRIERS CORP.125.4K shares0.00%2025-12-312026-01-20 SCHX SCHWAB STRATEGIC TR88.6K shares0.00%2025-12-312026-01-20 XLV SELECT SECTOR SPDR TR15.1K shares4.31%2025-12-312026-01-20 EMXC ISHARES INC31.4K shares-1.54%2025-12-312026-01-20 ORCL ORACLE CORP11.3K shares3.39%2025-12-312026-01-20 MA MASTERCARD INCORPORATED3.7K shares-2.51%2025-12-312026-01-20 ESML ISHARES TR45.3K shares-3.63%2025-12-312026-01-20 WMT WALMART INC18.3K shares5.69%2025-12-312026-01-20 MCD MCDONALDS CORP6.5K shares1.04%2025-12-312026-01-20 SPYV SPDR SERIES TRUST33.1K shares0.00%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW2.1K shares-10.32%2025-12-312026-01-20 QQQM INVESCO EXCH TRADED FD TR II7.0K shares0.09%2025-12-312026-01-20 IWM ISHARES TR6.9K shares-1.33%2025-12-312026-01-20 VEU VANGUARD INTL EQUITY INDEX F22.7K shares3.96%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC1.9K shares-5.37%2025-12-312026-01-20 AMAT APPLIED MATLS INC6.4K shares-2.54%2025-12-312026-01-20 IWN ISHARES TR8.4K shares-0.38%2025-12-312026-01-20 MS MORGAN STANLEY8.3K shares-8.00%2025-12-312026-01-20 VTEB VANGUARD MUN BD FDS28.3K shares8.86%2025-12-312026-01-20 PEP PEPSICO INC9.7K shares2.45%2025-12-312026-01-20 VGT VANGUARD WORLD FD1.8K shares-2.38%2025-12-312026-01-20 CB CHUBB LIMITED4.2K shares0.00%2025-12-312026-01-20 BSX BOSTON SCIENTIFIC CORP13.5K shares-11.38%2025-12-312026-01-20 INTC INTEL CORP34.6K shares0.97%2025-12-312026-01-20 MMC MARSH & MCLENNAN COS INC6.5K shares-2.89%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC3.6K shares-9.89%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC7.5K shares-1.49%2025-12-312026-01-20 TMO THERMO FISHER SCIENTIFIC INC2.0K shares5.15%2025-12-312026-01-20 AIQ GLOBAL X FDS23.0K shares0.00%2025-12-312026-01-20 STIP ISHARES TR11.0K shares0.00%2025-12-312026-01-20 RTX RTX CORPORATION5.9K shares5.82%2025-12-312026-01-20 UNP UNION PAC CORP4.6K shares0.59%2025-12-312026-01-20 MCK MCKESSON CORP1.3K shares-5.11%2025-12-312026-01-20 EMR EMERSON ELEC CO7.7K shares5.54%2025-12-312026-01-20 BAC BANK AMERICA CORP18.1K shares3.15%2025-12-312026-01-20 CAT CATERPILLAR INC1.7K shares4.58%2025-12-312026-01-20 ARES ARES MANAGEMENT CORPORATION5.8K shares0.26%2025-12-312026-01-20 NFLX NETFLIX INC9.9K shares738.62%2025-12-312026-01-20 ECL ECOLAB INC3.5K shares-0.14%2025-12-312026-01-20 PULS PGIM ETF TR18.4K shares0.14%2025-12-312026-01-20 SYK STRYKER CORPORATION2.6K shares-1.18%2025-12-312026-01-20 EFA ISHARES TR9.5K shares6.70%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS3.0K shares1.20%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE2.9K shares7.11%2025-12-312026-01-20 ARKK ARK ETF TR11.3K shares0.00%2025-12-312026-01-20 LOW LOWES COS INC3.6K shares4.13%2025-12-312026-01-20 IBIT ISHARES BITCOIN TRUST ETF16.9K shares14.36%2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR25.4K shares-23.32%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC3.8K shares-3.08%2025-12-312026-01-20 VYM VANGUARD WHITEHALL FDS5.7K shares0.00%2025-12-312026-01-20 HON HONEYWELL INTL INC4.1K shares-6.73%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC4.5K shares-2.80%2025-12-312026-01-20 CVX CHEVRON CORP NEW5.2K shares1.40%2025-12-312026-01-20 PGR PROGRESSIVE CORP3.4K shares0.33%2025-12-312026-01-20 MMM 3M CO4.8K shares0.00%2025-12-312026-01-20 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-20 VIOV VANGUARD ADMIRAL FDS INC7.6K shares-3.95%2025-12-312026-01-20 STT STATE STR CORP5.4K shares-0.77%2025-12-312026-01-20 LINDE PLC LINDE PLC1.6K shares-8.42%2025-12-312026-01-20 MU MICRON TECHNOLOGY INC2.4K shares8.09%2025-12-312026-01-20 COF CAPITAL ONE FINL CORP2.8K shares-0.04%2025-12-312026-01-20 III INFORMATION SVCS GROUP INC115.6K shares0.00%2025-12-312026-01-20 SUB ISHARES TR6.2K shares29.10%2025-12-312026-01-20 VV VANGUARD INDEX FDS2.1K shares0.10%2025-12-312026-01-20 WFC WELLS FARGO CO NEW6.9K shares0.35%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO1.7K shares-10.26%2025-12-312026-01-20 IJR ISHARES TR5.1K shares14.41%2025-12-312026-01-20 IWR ISHARES TR6.4K shares0.20%2025-12-312026-01-20 YUM YUM BRANDS INC4.0K shares3.43%2025-12-312026-01-20 T AT&T INC24.3K shares-4.52%2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP6.0K shares-0.18%2025-12-312026-01-20 AWK AMERICAN WTR WKS CO INC NEW4.6K shares-2.96%2025-12-312026-01-20 QCOM QUALCOMM INC3.5K shares-1.03%2025-12-312026-01-20 CRM SALESFORCE INC2.2K shares-2.92%2025-12-312026-01-20 DIS DISNEY WALT CO5.1K shares8.03%2025-12-312026-01-20 SUSL ISHARES TR4.7K shares0.30%2025-12-312026-01-20 USMV ISHARES TR6.1K shares0.40%2025-12-312026-01-20 CVLC MORGAN STANLEY ETF TRUST6.7K shares0.34%2025-12-312026-01-20 PH PARKER-HANNIFIN CORP637 shares1.11%2025-12-312026-01-20 TJX TJX COS INC NEW3.6K shares0.34%2025-12-312026-01-20 GEV GE VERNOVA INC839 shares8.82%2025-12-312026-01-20 IVW ISHARES TR4.4K shares0.00%2025-12-312026-01-20 APP APPLOVIN CORP789 shares1.68%2025-12-312026-01-20 NEE NEXTERA ENERGY INC6.6K shares2.91%2025-12-312026-01-20 GLW CORNING INC6.0K shares11.24%2025-12-312026-01-20 SPYM SPDR SERIES TRUST6.5K shares0.29%2025-12-312026-01-20 IJH ISHARES TR7.7K shares0.00%2025-12-312026-01-20 DHS WISDOMTREE TR5.0K shares-3.86%2025-12-312026-01-20 AON PLC AON PLC1.4K shares1.50%2025-12-312026-01-20 NSC NORFOLK SOUTHN CORP1.7K shares0.53%2025-12-312026-01-20 MCO MOODYS CORP964 shares-2.63%2025-12-312026-01-20 SCHM SCHWAB STRATEGIC TR16.3K shares0.00%2025-12-312026-01-20 AFL AFLAC INC4.4K shares1.45%2025-12-312026-01-20 INTU INTUIT726 shares-1.63%2025-12-312026-01-20 APH AMPHENOL CORP NEW3.5K shares4.67%2025-12-312026-01-20 HIG HARTFORD INSURANCE GROUP INC3.4K shares-2.95%2025-12-312026-01-20 ITW ILLINOIS TOOL WKS INC1.9K shares-2.07%2025-12-312026-01-20 BOXX EA SERIES TRUST4.0K shares53.96%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC5.7K shares4.99%2025-12-312026-01-20 VB VANGUARD INDEX FDS1.8K shares0.06%2025-12-312026-01-20 CRBN ISHARES TR2.0K shares1.19%2025-12-312026-01-20 CSX CSX CORP12.4K shares0.08%2025-12-312026-01-20 AMGN AMGEN INC1.4K shares7.59%2025-12-312026-01-20 NUSC NUSHARES ETF TR10.1K shares-6.89%2025-12-312026-01-20 DE DEERE & CO960 shares-0.21%2025-12-312026-01-20 PAYX PAYCHEX INC3.9K shares-2.76%2025-12-312026-01-20 ISRG INTUITIVE SURGICAL INC780 shares50.29%2025-12-312026-01-20 PPG PPG INDS INC4.2K shares-3.48%2025-12-312026-01-20 MO ALTRIA GROUP INC7.5K shares1.54%2025-12-312026-01-20 PYPL PAYPAL HLDGS INC7.2K shares-2.48%2025-12-312026-01-20 ADI ANALOG DEVICES INC1.5K shares-2.78%2025-12-312026-01-20 HLT HILTON WORLDWIDE HLDGS INC1.4K shares0.84%2025-12-312026-01-20 NOW SERVICENOW INC2.6K shares213.54%2025-12-312026-01-20 SPGI S&P GLOBAL INC770 shares-9.52%2025-12-312026-01-20 FBTC FIDELITY WISE ORIGIN BITCOIN5.2K shares70.32%2025-12-312026-01-20 GILD GILEAD SCIENCES INC3.3K shares6.63%2025-12-312026-01-20 KLAC KLA CORP325 shares0.31%2025-12-312026-01-20 NOC NORTHROP GRUMMAN CORP676 shares0.00%2025-12-312026-01-20 SO SOUTHERN CO4.4K shares4.33%2025-12-312026-01-20 WM WASTE MGMT INC DEL1.7K shares4.69%2025-12-312026-01-20 PFE PFIZER INC15.1K shares20.76%2025-12-312026-01-20 BK BANK NEW YORK MELLON CORP3.2K shares-2.92%2025-12-312026-01-20 NUDM NUSHARES ETF TR10.1K shares4.45%2025-12-312026-01-20 BKNG BOOKING HOLDINGS INC68 shares11.48%2025-12-312026-01-20 VXUS VANGUARD STAR FDS4.8K shares1.62%2025-12-312026-01-20 URI UNITED RENTALS INC433 shares-1.59%2025-12-312026-01-20 CHD CHURCH & DWIGHT CO INC4.2K shares-5.90%2025-12-312026-01-20 SBUX STARBUCKS CORP4.1K shares-1.53%2025-12-312026-01-20 QUAL ISHARES TR1.7K shares-1.56%2025-12-312026-01-20 PNC PNC FINL SVCS GROUP INC1.6K shares1.59%2025-12-312026-01-20 CMI CUMMINS INC645 shares0.00%2025-12-312026-01-20 CBRE CBRE GROUP INC2.0K shares-0.65%2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC7.8K shares-15.93%2025-12-312026-01-20 CL COLGATE PALMOLIVE CO4.0K shares11.83%2025-12-312026-01-20 TRMB TRIMBLE INC3.9K shares0.00%2025-12-312026-01-20 NYF ISHARES TR5.7K shares0.00%2025-12-312026-01-20 GM GENERAL MTRS CO3.8K shares-0.24%2025-12-312026-01-20 MUB ISHARES TR2.8K shares-7.62%2025-12-312026-01-20 PANW PALO ALTO NETWORKS INC1.6K shares5.09%2025-12-312026-01-20 FIW FIRST TR EXCHANGE-TRADED FD2.6K shares-14.59%2025-12-312026-01-20 TT TRANE TECHNOLOGIES PLC729 shares-0.55%2025-12-312026-01-20 CEG CONSTELLATION ENERGY CORP802 shares-6.09%2025-12-312026-01-20 PHO INVESCO EXCHANGE TRADED FD T4.0K shares-14.94%2025-12-312026-01-20 TMUS T-MOBILE US INC1.4K shares-3.53%2025-12-312026-01-20 VIOG VANGUARD ADMIRAL FDS INC2.3K shares-6.78%2025-12-312026-01-20 PPA INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2025-12-312026-01-20 DHR DANAHER CORPORATION1.2K sharesnew addition2025-12-312026-01-20 ACV VIRTUS DIVERSIFIED INCM & CO10.1K shares-16.60%2025-12-312026-01-20 MAR MARRIOTT INTL INC NEW842 shares7.26%2025-12-312026-01-20 VRTX VERTEX PHARMACEUTICALS INC576 shares3.97%2025-12-312026-01-20 GWW WW GRAINGER INC253 shares0.00%2025-12-312026-01-20 MPC MARATHON PETE CORP1.6K shares-0.38%2025-12-312026-01-20 HWM HOWMET AEROSPACE INC1.2K shares1.15%2025-12-312026-01-20 JEPI J P MORGAN EXCHANGE TRADED F4.4K shares0.90%2025-12-312026-01-20 KMI KINDER MORGAN INC DEL9.0K shares-1.04%2025-12-312026-01-20 BA BOEING CO1.1K shares-2.50%2025-12-312026-01-20 VRSK VERISK ANALYTICS INC1.1K shares-22.21%2025-12-312026-01-20 CDNS CADENCE DESIGN SYSTEM INC770 shares1.05%2025-12-312026-01-20 VLO VALERO ENERGY CORP1.5K shares-0.20%2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP496 shares-2.94%2025-12-312026-01-20 IRM IRON MTN INC DEL2.9K shares-7.99%2025-12-312026-01-20 IJK ISHARES TR2.4K shares0.20%2025-12-312026-01-20 ADBE ADOBE INC670 shares-27.57%2025-12-312026-01-20 OEF ISHARES TR684 shares0.29%2025-12-312026-01-20 NULV NUSHARES ETF TR5.2K shares-17.99%2025-12-312026-01-20 ICF ISHARES TR3.8K shares0.00%2025-12-312026-01-20 UPS UNITED PARCEL SERVICE INC2.3K sharesnew addition2025-12-312026-01-20 IGSB ISHARES TR4.2K shares1.18%2025-12-312026-01-20 CRWD CROWDSTRIKE HLDGS INC474 shares-6.51%2025-12-312026-01-20 AEP AMERICAN ELEC PWR CO INC1.9K shares-0.21%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR9.1K shares1.63%2025-12-312026-01-20 BMY BRISTOL-MYERS SQUIBB CO4.0K sharesnew addition2025-12-312026-01-20 IJJ ISHARES TR1.7K shares0.61%2025-12-312026-01-20 WDC WESTERN DIGITAL CORP1.3K sharesnew addition2025-12-312026-01-20 OCUL OCULAR THERAPEUTIX INC17.6K shares0.00%2025-12-312026-01-20 TXN TEXAS INSTRS INC1.2K shares-11.18%2025-12-312026-01-20 NDAQ NASDAQ INC2.2K shares-8.23%2025-12-312026-01-20 XLU SELECT SECTOR SPDR TR4.9K shares101.48%2025-12-312026-01-20 DOL WISDOMTREE TR3.1K sharesnew addition2025-12-312026-01-20 NBSD NEUBERGER BERMAN ETF TRUST4.0K shares1.19%2025-12-312026-01-20 VTWG VANGUARD SCOTTSDALE FDS864 shares-2.15%2025-12-312026-01-20 PANL PANGAEA LOGISTICS SOLUTION L23.1K shares0.00%2025-12-312026-01-20 SFL SFL CORPORATION LTD12.6K shares0.00%2025-12-312026-01-20 WOOF PETCO HEALTH & WELLNESS CO I23.1K shares0.00%2025-12-312026-01-20 BLNE BEELINE HOLDINGS INC14.0K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available