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CIK: 0001793691
Total reported value
$1.2B
$1.2B
246 檔
23.3%
At the close of Q3 2024, Relyea Zuckerberg Hanson LLC disclosed equity holdings valued at approximately $1.2B, spread across 246 reported holdings.
In Q3 2024, Relyea Zuckerberg Hanson LLC displayed an active expansion posture, initiating 10 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.50% | -0.09% | +3.20% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 12.29% | -0.73% | +0.21% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.68% | -0.22% | +1.07% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 6.38% | -0.08% | -0.36% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.74% | +0.02% | +3.80% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.91% | +0.22% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | +0.29% | +1.93% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.33% | +1.56% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.71% | +0.01% | +0.16% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.67% | -0.12% | +0.07% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.50% | -0.15% | +1.17% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.45% | -0.05% | +3.70% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.39% | -0.01% | -0.05% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.36% | +0.62% | +227.61% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.34% | +0.13% | -8.91% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | +0.08% | +241.74% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | -0.16% | +3.53% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.14% | +0.28% | -5.63% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | -0.01% | -1.76% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.15% | -0.62% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.99% | -0.05% | +22.11% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | -0.05% | -2.12% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.05% | +1.33% | |
| 24 | ARKW | Ark Next Generation Internet | ETF-Other | 0.86% | — | -2.05% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.73% | -0.07% | +3.17% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.05% | -2.32% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.02% | -1.38% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 0.63% | +0.39% | +731.13% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.16% | -3.06% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.62% | +0.01% | -30.70% | |
| 31 | SBLK | Star Bulk Carriers Corp. | Stock-Other | 0.58% | -0.02% | — | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.56% | -0.47% | +183.36% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | — | +3.12% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.06% | +3.60% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.14% | — | |
| 36 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.52% | -0.01% | -5.62% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.04% | -5.43% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.12% | +1.23% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.20% | +1.39% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.42% | -0.03% | +640.31% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | — | -2.37% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.05% | +2.57% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.36% | -0.01% | -4.39% | |
| 44 | FSLY | Fastly Inc - Class A | Stock-Tech | 0.34% | -0.37% | +2.04% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.34% | +0.01% | +8.68% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.18% | -3.16% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.04% | -11.91% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.03% | +1039.28% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | -0.03% | +2.18% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | — | +0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +0.9% | +227.61% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +241.74% | Add |
| 3 | XLI | Ss Industrial Select Sector | +0.6% | +731.13% | Add |
| 4 | XLY | Ss Consumer Disc Select Sect | +0.4% | +640.31% | Add |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +183.36% | Add |
| 6 | XLF | Ss Financial Select Sector | +0.2% | NEW | New buy |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | NEW | New buy |
| 8 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +22.11% | Add |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.1% | +28.41% | Add |
| 11 | VONG | Vanguard Russell 1000 Growth | +0.1% | +132.38% | Add |
| 12 | AVUV | Avantis US Small Cap Value | +0.1% | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.12% | Add |
| 14 | PYPL | Paypal Holdings Inc | 0% | NEW | New buy |
| 15 | MMM | 3m Co | 0% | NEW | New buy |
| 16 | CBRE | Cbre Group Inc - A | 0% | NEW | New buy |
| 17 | PLD | Prologis Inc | 0% | NEW | New buy |
| 18 | MDT | Medtronic plc | 0% | NEW | New buy |
| 19 | MSI | Motorola Solutions Inc | 0% | NEW | New buy |
| 20 | VEA | Vanguard Ftse Developed ETF | 0% | +3.80% | Add |
| 21 | META | Meta Platforms Inc-class A | 0% | +3.60% | Add |
| 22 | AVGO | Broadcom Inc | 0% | +1039.28% | Add |
| 23 | ACN | Accenture plc | 0% | +4.25% | Add |
| 24 | ABBV | Abbvie Inc | 0% | +2.18% | Add |
| 25 | HD | Home Depot Inc | 0% | +3.19% | Add |
| 26 | MCD | Mcdonald's CORP | 0% | -0.69% | Trim |
| 27 | AAPL | Apple Inc | 0% | +0.22% | Add |
| 28 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 29 | JNJ | Johnson & Johnson | 0% | +1.23% | Add |
| 30 | ESGU | Ishares Esg Aware Msci USA | — | +3.70% | Add |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | — | +3.17% | Add |
| 32 | IDEV | Ishares Core Msci Dev Mkts | 0% | +1.17% | Add |
| 33 | ARKW | Ark Next Generation Internet | 0% | -2.05% | Trim |
| 34 | VOOV | Vanguard S&p 500 Value ETF | 0% | +0.07% | Add |
| 35 | IEFA | Ishares Core Msci Eafe ETF | 0% | -2.12% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +1.93% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.05% | Trim |
| 38 | INTC | Intel CORP | -0.1% | -47.32% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.62% | Trim |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | -3.16% | Trim |
| 41 | AIQ | Global X Art Intel & Tech | -0.1% | -40.10% | Trim |
| 42 | IWD | Ishares Russell 1000 Value E | -0.1% | -0.36% | Trim |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | -0.1% | +0.16% | Add |
| 44 | VTV | Vanguard Value ETF | -0.1% | +0.21% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.06% | Trim |
| 46 | ARKK | Ark Innovation ETF | -0.3% | -71.46% | Trim |
| 47 | MSFT | Microsoft CORP | -0.3% | +1.56% | Add |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.3% | -30.70% | Trim |
| 49 | IWF | Ishares Russell 1000 Growth | -0.4% | +1.07% | Add |
| 50 | VUG | Vanguard Growth ETF | -0.5% | +3.20% | Add |
According to official SEC Form 13F filings, Relyea Zuckerberg Hanson LLC reported a total U.S. public equity portfolio value of $1.2B across 246 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, IWF) accounted for 23.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
XLF
市值: $1.2M
Top Position Liquidated / Trimmed
IWD
前期市值: $38.7M
During Q3 2024, Relyea Zuckerberg Hanson LLC's top holdings by market value included VUG (13.5%)、VTV (12.3%)、IWF (6.7%). The largest single position, VUG, represented 13.5% of total portfolio value.
In Q3 2024, Relyea Zuckerberg Hanson LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 27 positions, trimming 12 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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