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Size ($ in 1000's)
At 03/31/2024: $570,706
At 12/31/2023: $512,517
Relyea Zuckerberg Hanson LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Relyea Zuckerberg Hanson LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Relyea Zuckerberg Hanson LLC top holdings by largest position size, as per the latest 13f filing made by Relyea Zuckerberg Hanson LLC.
In the Relyea Zuckerberg Hanson LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Relyea Zuckerberg Hanson LLC in that top holding, then the share count change between reporting periods, and finally the Relyea Zuckerberg Hanson LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VUG) |
218,920 |
+8,585 |
$75,352 | | VUG | 218,920 | +8,585 | $75,352 | | VANGUARD INDEX FDS (VTV) |
454,305 |
+11,218 |
$73,988 | | VTV | 454,305 | +11,218 | $73,988 | | ISHARES TR (IWD) |
217,546 |
+3,895 |
$38,965 | | IWD | 217,546 | +3,895 | $38,965 | | ISHARES TR (IWF) |
112,024 |
+2,236 |
$37,758 | | IWF | 112,024 | +2,236 | $37,758 | | VANGUARD TAX MANAGED FDS (VEA) |
438,645 |
+15,687 |
$22,007 | | VEA | 438,645 | +15,687 | $22,007 | | APPLE INC |
79,699 |
+891 |
$13,667 | | AAPL | 79,699 | +891 | $13,667 | | MICROSOFT CORP |
31,967 |
+1,329 |
$13,449 | | MSFT | 31,967 | +1,329 | $13,449 | | SPDR S&P 500 ETF TR (SPY) |
21,938 |
+44 |
$11,475 | | SPY | 21,938 | +44 | $11,475 | | VANGUARD ADMIRAL FDS INC (VOOV) |
57,630 |
-71 |
$10,401 | | VOOV | 57,630 | -71 | $10,401 | | VANGUARD ADMIRAL FDS INC (VOOG) |
32,283 |
+769 |
$9,837 | | VOOG | 32,283 | +769 | $9,837 | | VANGUARD INDEX FDS (VBR) |
50,760 |
-3,008 |
$9,740 | | VBR | 50,760 | -3,008 | $9,740 | | ISHARES TR (IDEV) |
134,650 |
+3,114 |
$9,039 | | IDEV | 134,650 | +3,114 | $9,039 | | VANGUARD INDEX FDS (VBK) |
31,984 |
-1,552 |
$8,339 | | VBK | 31,984 | -1,552 | $8,339 | | ISHARES TR (ESGU) |
70,940 |
+8,296 |
$8,155 | | ESGU | 70,940 | +8,296 | $8,155 | | EAGLE BULK SHIPPING INC |
129,564 |
+14,219 |
$8,094 | | EGLE | 129,564 | +14,219 | $8,094 | | VANGUARD INDEX FDS (VTI) |
27,724 |
+88 |
$7,205 | | VTI | 27,724 | +88 | $7,205 | | SPDR SER TR (SPYG) |
93,069 |
-407 |
$6,808 | | SPYG | 93,069 | -407 | $6,808 | | VANGUARD INDEX FDS (VOO) |
12,190 |
+728 |
$5,860 | | VOO | 12,190 | +728 | $5,860 | | ARK ETF TR (ARKW) |
69,419 |
-3,136 |
$5,783 | | ARKW | 69,419 | -3,136 | $5,783 | | ISHARES TR (IEFA) |
72,523 |
+5,425 |
$5,383 | | IEFA | 72,523 | +5,425 | $5,383 | | AMAZON COM INC |
28,952 |
+1,767 |
$5,222 | | AMZN | 28,952 | +1,767 | $5,222 | | ISHARES INC (EMXC) |
90,532 |
+27,177 |
$5,212 | | EMXC | 90,532 | +27,177 | $5,212 | | NVIDIA CORPORATION |
5,599 |
+396 |
$5,059 | | NVDA | 5,599 | +396 | $5,059 | | VANGUARD WORLD FD (ESGV) |
49,972 |
+10,392 |
$4,657 | | ESGV | 49,972 | +10,392 | $4,657 | | ISHARES TR (ESGD) |
54,909 |
+4,450 |
$4,388 | | ESGD | 54,909 | +4,450 | $4,388 | | PROCTER AND GAMBLE CO |
25,228 |
-866 |
$4,093 | | PG | 25,228 | -866 | $4,093 | | JPMORGAN CHASE & CO |
19,824 |
+1,487 |
$3,971 | | JPM | 19,824 | +1,487 | $3,971 |  BERKSHIRE HATHAWAY INC DEL |
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$3,749 | | BRK.B | 7,407 | +226 | $3,115 | | BRK.A | 1 | UNCH | $634 | | FASTLY INC |
279,847 |
UNCH |
$3,630 | | FSLY | 279,847 | UNCH | $3,630 | | ALPHABET INC |
23,800 |
+1,408 |
$3,592 | | GOOGL | 23,800 | +1,408 | $3,592 | | ARK ETF TR (ARKK) |
67,502 |
-2,766 |
$3,380 | | ARKK | 67,502 | -2,766 | $3,380 | | INVESCO QQQ TR |
7,600 |
+1,906 |
$3,374 | | QQQ | 7,600 | +1,906 | $3,374 | | ISHARES TR (SUSA) |
30,412 |
-327 |
$3,320 | | SUSA | 30,412 | -327 | $3,320 | | SPDR GOLD TR (GLD) |
14,748 |
+400 |
$3,034 | | GLD | 14,748 | +400 | $3,034 | | UNITEDHEALTH GROUP INC |
5,874 |
-394 |
$2,906 | | UNH | 5,874 | -394 | $2,906 | | VISA INC |
9,970 |
+1,319 |
$2,783 | | V | 9,970 | +1,319 | $2,783 | | JOHNSON & JOHNSON |
16,999 |
+852 |
$2,689 | | JNJ | 16,999 | +852 | $2,689 | | EXXON MOBIL CORP |
22,460 |
-475 |
$2,611 | | XOM | 22,460 | -475 | $2,611 | | SELECT SECTOR SPDR TR (XLK) |
12,238 |
+624 |
$2,549 | | XLK | 12,238 | +624 | $2,549 | | ISHARES TR (IWO) |
9,232 |
-659 |
$2,500 | | IWO | 9,232 | -659 | $2,500 | | META PLATFORMS INC |
5,025 |
+395 |
$2,440 | | META | 5,025 | +395 | $2,440 | | PEPSICO INC |
13,692 |
+662 |
$2,396 | | PEP | 13,692 | +662 | $2,396 | | ELI LILLY & CO |
2,475 |
+98 |
$1,925 | | LLY | 2,475 | +98 | $1,925 | | ALPHABET INC |
12,564 |
+1,781 |
$1,913 | | GOOG | 12,564 | +1,781 | $1,913 | | SCHWAB STRATEGIC TR |
29,114 |
+82 |
$1,807 | | SCHX | 29,114 | +82 | $1,807 | | ABBVIE INC |
9,836 |
+534 |
$1,791 | | ABBV | 9,836 | +534 | $1,791 | | ACCENTURE PLC IRELAND |
5,139 |
+849 |
$1,781 | | ACN | 5,139 | +849 | $1,781 | | SPDR SER TR (SPYV) |
35,353 |
+105 |
$1,771 | | SPYV | 35,353 | +105 | $1,771 | | MASTERCARD INCORPORATED |
3,437 |
+50 |
$1,655 | | MA | 3,437 | +50 | $1,655 | | MCDONALDS CORP |
5,656 |
+54 |
$1,595 | | MCD | 5,656 | +54 | $1,595 |
See Full List: All Stocks Held By Relyea Zuckerberg Hanson LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Relyea Zuckerberg Hanson LLC
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