Relyea Zuckerberg Hanson LLC Purchases in Q4 2024

Relyea Zuckerberg Hanson LLC

  • $741 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.27K
New
$91.29 - $91.8 $299K - $300K
3.27K $298K
APP
App Lovin Corp

Technology
917
New
$130.67 - $401.5 $120K - $368K
917 $296K
XLK
Technology Sector Spdr

ETFs
1
+ 0.0%
$220.26 - $241.44 $220 - $241
39.7K $9.23M
BK
Bank Of New York Mellon Corp

Financial Services
3.28K
New
$70.82 - $81.87 $233K - $269K
3.28K $252K
KMI
Kinder Morgan, Inc.

Energy
9.12K
New
$22.59 - $28.54 $206K - $260K
9.12K $249K
INDB
Independent Bank Corp

Financial Services
3.89K
New
$56.88 - $74.97 $221K - $291K
3.89K $249K
BKNG
Booking Holdings Inc.

Consumer Cyclical
50
New
$4100.99 - $5300.34 $205K - $265K
50 $248K
WMT
Walmart Inc.

Consumer Defensive
1.03K
+ 7.01%
$79.1 - $95.7 $81.8K - $99K
15.8K $1.43M
NFLX
Netflix Inc

Communication Services
44
+ 4.4%
$687.65 - $936.56 $30.3K - $41.2K
1.04K $929K
MA
Mastercard Inc

Financial Services
200
+ 5.74%
$491.3 - $536.15 $98.3K - $107K
3.69K $1.94M
APH
Amphenol Corp

Technology
3.1K
New
$62.07 - $75.35 $192K - $233K
3.1K $215K
CDNS
Cadence Design Systems Inc

Technology
708
New
$249.1 - $324.54 $176K - $230K
708 $212K
USB
Us Bancorp \De\

Financial Services
4.41K
New
$43.98 - $53.66 $194K - $237K
4.41K $210K
GM
General Motors CO

Consumer Cyclical
3.77K
New
$44.82 - $60.2 $169K - $227K
3.77K $200K
MRK
Merck & Co., Inc.

Healthcare
3.13K
+ 36.07%
$96.31 - $114.76 $302K - $359K
11.8K $1.17M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
520
+ 6.22%
$278.19 - $315.36 $145K - $164K
8.89K $2.56M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
337
+ 3.05%
$198.04 - $221.51 $66.7K - $74.6K
11.4K $2.4M
CRM
Salesforce, Inc.

Technology
118
+ 5.32%
$270.87 - $367.87 $32K - $43.4K
2.34K $780K
T
At&T Inc.

Communication Services
6.84K
+ 32.3%
$21.22 - $23.88 $145K - $163K
28K $637K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
823
+ 74.28%
$192.71 - $203.05 $159K - $167K
1.93K $373K
LOW
Lowes Companies Inc

Consumer Cyclical
771
+ 45.65%
$244.52 - $284.07 $189K - $219K
2.46K $607K
NYF
Ishares New York Muni Bond ETF

ETFs
2.6K
+ 41.67%
$52.85 - $54.34 $138K - $141K
8.85K $470K
COST
Costco Wholesale Corp

Consumer Defensive
79
+ 4.22%
$873.59 - $994.69 $69K - $78.6K
1.95K $1.79M
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.31K
+ 19.49%
$41.74 - $46.2 $138K - $153K
20.3K $849K
WFC
Wells Fargo & Company

Financial Services
478
+ 7.5%
$54.98 - $77.35 $26.3K - $37K
6.85K $481K
DIS
Walt Disney CO

Communication Services
233
+ 4.14%
$92.39 - $117.6 $21.5K - $27.4K
5.86K $652K
SUB
Ishares Short Term National Mu

ETFs
1.02K
+ 47.98%
$104.94 - $106.2 $107K - $108K
3.15K $332K
BAC
Bank Of America Corp

Financial Services
604
+ 3.38%
$39.22 - $47.77 $23.7K - $28.9K
18.5K $812K
IVV
Ishares Core S&P 500 ETF

ETFs
114
+ 6.62%
$570.51 - $610.59 $65K - $69.6K
1.84K $1.08M
BX
Blackstone Inc.

Financial Services
170
+ 5.83%
$148.45 - $199.05 $25.2K - $33.8K
3.09K $532K
BMY
Bristol Myers Squibb CO

Healthcare
1.1K
+ 23.96%
$51.92 - $59.94 $57.2K - $66K
5.7K $322K
VONG
Vanguard Russell 1000 Growth E

ETFs
205
+ 2.2%
$95.27 - $107.82 $19.5K - $22.1K
9.52K $983K
VIG
Vanguard Dividend Appreciation

ETFs
463
+ 4.6%
N/A
10.5K $1.92M
CVX
Chevron Corp

Energy
590
+ 12.37%
$141.15 - $162.53 $83.3K - $95.9K
5.36K $776K
DFS
Discover Financial Services

Financial Services
15
+ 0.74%
$136.3 - $182.67 $2.04K - $2.74K
2.05K $355K
AXP
American Express CO

Financial Services
47
+ 2.21%
$267.35 - $305.57 $12.6K - $14.4K
2.18K $646K
MCD
Mcdonalds Corp

Consumer Cyclical
505
+ 9.05%
$288.47 - $316.54 $146K - $160K
6.09K $1.76M
TJX
Tjx Companies Inc

Consumer Cyclical
449
+ 14.9%
$112.15 - $127.2 $50.4K - $57.1K
3.46K $418K
GILD
Gilead Sciences, Inc.

Healthcare
437
+ 17.0%
$83.95 - $97.9 $36.7K - $42.8K
3.01K $277K
SCHG
Schwab Strategic Tr Us Large C

ETFs
24.8K
+ 300.28%
$25.93 - $105.3 $643K - $2.61M
33.1K $921K
ABNB
Airbnb, Inc.

Consumer Cyclical
270
+ 5.1%
$125.36 - $147.37 $33.8K - $39.8K
5.57K $731K
SCHW
Schwab Charles Corp

Financial Services
148
+ 2.81%
$63.31 - $82.85 $9.37K - $12.3K
5.41K $400K
HSY
Hershey CO

Consumer Defensive
496
+ 39.71%
$168.67 - $193.65 $83.7K - $96.1K
1.75K $295K
SCHX
Schwab Strategic Tr Us Large C

ETFs
58.8K
+ 200.88%
$22.4 - $68.28 $1.32M - $4.02M
88.1K $2.04M
STT
State Street Corp

Financial Services
70
+ 1.44%
$85.96 - $100.78 $6.02K - $7.05K
4.92K $482K
C
Citigroup Inc

Financial Services
92
+ 1.67%
$61.31 - $72.5 $5.64K - $6.67K
5.62K $395K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
113
+ 0.4%
$118.0 - $127.04 $13.3K - $14.4K
28.2K $3.43M
VRSK
Verisk Analytics, Inc.

Industrials
126
+ 7.79%
$262.86 - $294.75 $33.1K - $37.1K
1.74K $480K
ISRG
Intuitive Surgical Inc

Healthcare
51
+ 9.19%
$471.27 - $550.62 $24K - $28.1K
606 $316K
Activity Summary
Buys All Purchases 178 New Holdings 24 Increased Positions 154 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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