Relyea Zuckerberg Hanson LLC Portfolio Holdings
Relyea Zuckerberg Hanson LLC
- $912 Million
- Q3 2025
Relyea Zuckerberg Hanson LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $912 Million distributed in 270 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $117M, Vanguard Value ETF with a value of $85.1M, Ishares Russell 1000 Gr ETF with a value of $55.8M, Ishares Russell 1000 Val ETF with a value of $42.3M, and Spdr Bloomberg 1 3 Month T Bil with a value of $38.4M.
Examining the 13F form we can see an increase of $64.3M in the current position value, from $847M to 912M.
Below you can find more details about Relyea Zuckerberg Hanson LLC portfolio as well as his latest detailed transactions.
Portfolio value
$912 Million
ETFs: $645 Million
Technology: $112 Million
Financial Services: $38.9 Million
Healthcare: $26.2 Million
Communication Services: $23.2 Million
Industrials: $22.5 Million
Consumer Cyclical: $19.5 Million
Consumer Defensive: $13.7 Million
Other: $10.3 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 270
- Current Value $912 Million
- Prior Value $847 Million
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 20 stocks
- Additional Purchases 99 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks