Relyea Zuckerberg Hanson LLC Incresed Positions in Q4 2024

Relyea Zuckerberg Hanson LLC

  • $741 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
BMY
Bristol Myers Squibb CO

Healthcare
1.1K
+ 23.96%
$51.92 - $59.94 $57.2K - $66K
5.7K $322K
VIG
Vanguard Dividend Appreciation

ETFs
463
+ 4.6%
N/A
10.5K $1.92M
VONG
Vanguard Russell 1000 Growth E

ETFs
205
+ 2.2%
$95.27 - $107.82 $19.5K - $22.1K
9.52K $983K
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
TJX
Tjx Companies Inc

Consumer Cyclical
449
+ 14.9%
$112.15 - $127.2 $50.4K - $57.1K
3.46K $418K
MCD
Mcdonalds Corp

Consumer Cyclical
505
+ 9.05%
$288.47 - $316.54 $146K - $160K
6.09K $1.76M
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
INTU
Intuit Inc

Technology
61
+ 9.41%
$602.01 - $706.25 $36.7K - $43.1K
709 $445K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
344
+ 3.33%
$89.88 - $101.38 $30.9K - $34.9K
10.7K $997K
AIQ
Global X Funds Global X Artifi

ETFs
247
+ 1.17%
$36.57 - $40.57 $9.03K - $10K
21.4K $828K
TRMB
Trimble Inc.

Technology
17
+ 0.44%
$60.21 - $75.4 $1.02K - $1.28K
3.84K $271K
FISV
Fiserv Inc

Technology
274
+ 19.99%
N/A
1.65K $205K
PANW
Palo Alto Networks Inc

Technology
883
+ 111.49%
$181.96 - $405.9 $161K - $358K
1.68K $304K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
35
+ 2.53%
$229.83 - $258.46 $8.04K - $9.05K
1.42K $350K
TXN
Texas Instruments Inc

Technology
161
+ 7.55%
N/A
2.29K $446K
SYK
Stryker Corp

Healthcare
91
+ 3.65%
$345.14 - $392.15 $31.4K - $35.7K
2.58K $930K
VONV
Vanguard Russell 1000 Value Et

ETFs
877
+ 4.28%
$80.87 - $87.69 $70.9K - $76.9K
21.4K $1.74M
PAYX
Paychex Inc

Industrials
27
+ 0.66%
$135.86 - $148.73 $3.67K - $4.02K
4.11K $575K
TMUS
T Mobile Us, Inc.

Communication Services
48
+ 3.88%
$206.1 - $246.94 $9.89K - $11.9K
1.29K $283K
AON
Aon PLC

Financial Services
17
+ 1.23%
$344.14 - $393.31 $5.85K - $6.69K
1.4K $502K
DE
Deere & CO

Industrials
34
+ 3.69%
$389.45 - $466.0 $13.2K - $15.8K
956 $405K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
736
+ 19.58%
$58.88 - $64.8 $43.3K - $47.7K
4.5K $264K
GLW
Corning Inc

Technology
59
+ 0.91%
$44.11 - $49.76 $2.6K - $2.94K
6.54K $310K
CBRE
Cbre Group, Inc.

Real Estate
30
+ 1.48%
$119.22 - $140.71 $3.58K - $4.22K
2.05K $269K
PNC
Pnc Financial Services Group, Inc.

Financial Services
32
+ 2.16%
$178.39 - $215.0 $5.71K - $6.88K
1.51K $291K
DUK
Duke Energy Corp

Utilities
319
+ 12.83%
$105.76 - $120.76 $33.7K - $38.5K
2.81K $302K
MCO
Moodys Corp

Financial Services
30
+ 3.06%
$454.04 - $500.88 $13.6K - $15K
1.01K $478K
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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