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CIK: 0001793691
Total reported value
$1.2B
$1.2B
254 檔
24.1%
In Q4 2024, Relyea Zuckerberg Hanson LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 254 disclosed stock positions.
In Q4 2024, Relyea Zuckerberg Hanson LLC displayed an active expansion posture, initiating 6 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.16% | -0.09% | +3.20% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.45% | -0.73% | -0.76% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.52% | -0.22% | +3.20% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.53% | -0.08% | +0.69% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.33% | +70.90% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.95% | +0.02% | -1.40% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.94% | +0.91% | +9.86% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.22% | -0.16% | +97.01% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.12% | +0.29% | +0.18% | |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.65% | +0.01% | +3.05% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.49% | -0.15% | +23.32% | |
| 12 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.41% | -0.12% | -1.71% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.30% | -0.05% | -0.41% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.29% | -0.01% | +2.82% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.24% | +0.62% | +0.00% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | +0.08% | +5.12% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.09% | -0.47% | +121.09% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.08% | -0.01% | +1.80% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.08% | +0.13% | -7.68% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.03% | +0.28% | -1.82% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.15% | +7.31% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.05% | +5.97% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.93% | -0.04% | — | |
| 24 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.93% | -0.05% | +2.74% | |
| 25 | ARKW | Ark Next Generation Internet | ETF-Other | 0.87% | — | -9.94% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.76% | -0.02% | +1680.97% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | -0.05% | +0.95% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.02% | +15.66% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.16% | +12.75% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.18% | +113.37% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.12% | +92.32% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | — | +49.89% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.58% | -0.07% | -0.71% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.03% | +136.45% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.05% | -0.26% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.54% | +0.39% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.06% | +10.88% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.51% | -0.06% | +121.69% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.20% | +41.87% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | — | +0.91% | |
| 41 | LPTH | Lightpath Technologies Inc-a | Stock-Other | 0.47% | +0.27% | -10.74% | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.46% | -0.01% | +0.40% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.46% | +0.01% | -8.30% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.08% | +76.90% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.42% | -0.03% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.03% | +13.59% | |
| 47 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.41% | -0.04% | +367.45% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.14% | -17.54% | |
| 49 | FSLY | Fastly Inc - Class A | Stock-Tech | 0.37% | -0.37% | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.01% | +80.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +97.01% | Add |
| 2 | MSFT | Microsoft CORP | +1.1% | +70.90% | Add |
| 3 | IWB | Ishares Russell 1000 ETF | +0.9% | NEW | New buy |
| 4 | AVUV | Avantis US Small Cap Value | +0.7% | +1680.97% | Add |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +121.09% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +113.37% | Add |
| 7 | TTEK | Tetra Tech Inc | +0.3% | +367.45% | Add |
| 8 | ABBV | Abbvie Inc | +0.3% | +136.45% | Add |
| 9 | ADP | Automatic Data Processing | +0.3% | +121.69% | Add |
| 10 | LPTH | Lightpath Technologies Inc-a | +0.2% | -10.74% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.2% | +92.32% | Add |
| 12 | V | Visa Inc-class A Shares | +0.2% | +49.89% | Add |
| 13 | ABT | Abbott Laboratories | +0.2% | +172.97% | Add |
| 14 | ACN | Accenture plc | +0.2% | +76.90% | Add |
| 15 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | NEW | New buy |
| 16 | AAPL | Apple Inc | +0.1% | +9.86% | Add |
| 17 | HD | Home Depot Inc | +0.1% | +80.30% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +114.81% | Add |
| 19 | ARES | Ares Management CORP - A | +0.1% | NEW | New buy |
| 20 | PULS | Pgim Ultra Short Bond ETF | +0.1% | NEW | New buy |
| 21 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 22 | TSLA | Tesla Inc | +0.1% | +11.30% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +15.66% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | +13.59% | Add |
| 25 | KO | Coca-cola Co/the | +0.1% | +92.70% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | +5.97% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.75% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | +95.99% | Add |
| 29 | GLDM | Spdr Gold Minishares Trust | +0.1% | NEW | New buy |
| 30 | XOM | Exxon Mobil CORP | +0.1% | +41.87% | Add |
| 31 | FSLY | Fastly Inc - Class A | 0% | — | Unchanged |
| 32 | ARKW | Ark Next Generation Internet | — | -9.94% | Trim |
| 33 | IDEV | Ishares Core Msci Dev Mkts | 0% | +23.32% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.12% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +7.31% | Add |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | +1.80% | Add |
| 37 | VOOG | Vanguard S&p 500 Growth ETF | -0.1% | +3.05% | Add |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | EXIT | Sold out |
| 39 | GLD | Spdr Gold Shares | -0.1% | -17.54% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -0.2% | -10.63% | Trim |
| 41 | IWF | Ishares Russell 1000 Growth | -0.2% | +3.20% | Add |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | -8.30% | Trim |
| 43 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +0.95% | Add |
| 44 | VBR | Vanguard Small-cap Value ETF | -0.3% | -7.68% | Trim |
| 45 | VOOV | Vanguard S&p 500 Value ETF | -0.3% | -1.71% | Trim |
| 46 | SBLK | Star Bulk Carriers Corp. | -0.3% | -21.51% | Trim |
| 47 | VUG | Vanguard Growth ETF | -0.3% | +3.20% | Add |
| 48 | VEA | Vanguard Ftse Developed ETF | -0.8% | -1.40% | Trim |
| 49 | IWD | Ishares Russell 1000 Value E | -0.9% | +0.69% | Add |
| 50 | VTV | Vanguard Value ETF | -1.8% | -0.76% | Trim |
According to official SEC Form 13F filings, Relyea Zuckerberg Hanson LLC reported a total U.S. public equity portfolio value of $1.2B across 254 disclosed positions in Q4 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 24.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWB
市值: $6.9M
Top Position Liquidated / Trimmed
VCSH
前期市值: $882.8K
During Q4 2024, Relyea Zuckerberg Hanson LLC's top holdings by market value included VUG (13.2%)、VTV (10.4%)、IWF (6.5%). The largest single position, VUG, represented 13.2% of total portfolio value.
In Q4 2024, Relyea Zuckerberg Hanson LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 32 positions, trimming 10 holdings, and fully liquidating 1 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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