RZ

Relyea Zuckerberg Hanson LLC

13F
Relyea Zuckerberg Hanson LLC
Last update 2024-10-31 246 Stocks (16 new)
Value $657.00 Mil Turnover 6 %
Countries:
Top Holdings: VUG(13.50%)VTV(12.29%)IWF(6.68%)IWD(6.38%)VEA(3.74%)
Portfolio Report
Summary Stock Picks Current Portfolio
Relyea Zuckerberg Hanson LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
231,013
88692.750
+3.20%
13.500
+0.42%
0.070
+15.74%
+28.62%
137250.777
 
VTV 		Vanguard Value ETF
462,529
80743.660
+0.21%
12.290
+0.03%
0.070
+10.52%
+19.22%
126301.214
 
IWF 		iShares Russell 1000 Growth ETF
116,937
43895.690
+1.07%
6.680
+0.07%
0.040
+16.13%
+28.85%
101544.247
 
IWD 		iShares Russell 1000 Value ETF
220,773
41902.790
-0.36%
6.380
-0.02%
0.070
+10.98%
+17.89%
61121.938
 
VEA 		Vanguard FTSE Developed Markets ETF
464,824
24547.360
+3.80%
3.740
+0.14%
0.020
+5.20%
+4.72%
137436.999
 
AAPL 		Apple Inc
79,396
18499.290
+0.22%
2.810
+0.01%
0.000
+7.59%
+16.11%
3366293.782
Hardware
SPY 		S&P 500 ETF TRUST ETF
26,886
15426.260
+1.93%
2.350
+0.04%
0.000
+13.19%
+24.35%
611302.102
 
MSFT 		Microsoft Corp
33,512
14420.370
+1.56%
2.190
+0.03%
0.000
+5.34%
+12.35%
3123988.204
Software
VOOG 		Vanguard S&P 500 Growth ETF
32,466
11210.190
+0.16%
1.710
0%
0.090
+15.91%
+32.22%
12435.890
 
VOOV 		Vanguard S&P 500 Value ETF
57,696
11003.770
+0.07%
1.670
0%
0.220
+9.56%
+15.81%
5165.445
 

Relyea Zuckerberg Hanson LLC's Historical Top Holdings Breakdowns

Relyea Zuckerberg Hanson LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLK 		Technology Select Sector SPDR ETF2024-09-30Add
+0.94%
●
197.34 ($219.54) 237.68
$233.35
6.29%
Add 227.61%
39,696
27,579
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.89%
●
434.77 ($473.23) 502.96
$505.58
6.84%
Add 241.74%
16,988
12,017
XLI 		Industrial Select Sector SPDR2024-09-30Add
+0.55%
●
120.56 ($127.11) 135.44
$141.43
11.27%
Add 731.13%
30,411
26,752
VUG 		Vanguard Growth ETF2024-09-30Add
+0.42%
●
341.08 ($371.89) 391.94
$399.84
7.52%
Add 3.2%
231,013
7,160
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-09-30Add
+0.36%
●
100.3 ($100.53) 100.74
$100.37
-0.16%
Add 183.36%
36,641
23,710
XLY 		Consumer Discretionary Select Sector SPDR2024-09-30Add
+0.36%
●
170.05 ($186.95) 200.84
$209.42
12.02%
Add 640.31%
13,755
11,897
EMXC 		iShares MSCI Emerging Markets ex China ETF2024-09-30Reduce
-0.29%
●
56.04 ($60.04) 62.99
$59.37
-1.12%
Reduce -30.7%
66,906
-29,641
ARKK 		ARK Innovation ETF2024-09-30Reduce
-0.25%
●
39.47 ($44.94) 49.4
$52.14
16.02%
Reduce -71.46%
13,619
-34,092
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Reduce
-0.21%
●
61.11 ($65.37) 67.85
$23.39
-64.22%
Reduce -66.48%
29,277
-58,065
XLF 		Financial Select Sector SPDR2024-09-30New Buy
+0.19%
●
40.84 ($43.64) 45.74
$49.55
13.54%
New holding
27,576
27,576

Relyea Zuckerberg Hanson LLC Total Holding History ($B)

To

Relyea Zuckerberg Hanson LLC's Asset Allocation

To

Relyea Zuckerberg Hanson LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Relyea Zuckerberg Hanson LLC's Hypothetical Growth since 2024-09-30

Relyea Zuckerberg Hanson LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Relyea Zuckerberg Hanson LLC's Holdings Heat Map

Size field:

Relyea Zuckerberg Hanson LLC's Holdings Bubble Chart

Relyea Zuckerberg Hanson LLC News

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