RZ
| |
Relyea Zuckerberg Hanson LLC13F | |
| Relyea Zuckerberg Hanson LLC | |
| Last update 2025-04-16 | 252 Stocks (10 new) |
| Value $742.00 Mil | Turnover 6 % |
Relyea Zuckerberg Hanson LLC Top Holdings of 2025-03-31
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| 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 | 243,812 | 90,410.2 | +2.27% | 12.180 | +0.27% | 0.060 | +22.75% | +7.86% | 164,480.8 | ||
VTV | Vanguard Value ETF | 457,300 | 78,994.0 | -0.37% | 10.640 | -0.04% | 0.050 | +10.76% | +6.49% | 132,298.5 | ||
IWF | iShares Russell 1000 Growth ETF | 120,965 | 43,679.3 | +0.24% | 5.890 | +0.01% | 0.040 | +22.27% | +6.69% | 112,514.3 | ||
IWD | iShares Russell 1000 Value ETF | 216,465 | 40,730.1 | -2.62% | 5.490 | -0.15% | 0.070 | +11.95% | +6.96% | 64,258.0 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 360,402 | 33,059.7 | +10,921.47% | 4.450 | +4.41% | 0.070 | +1.03% | +2.21% | 42,813.7 | ||
VEA | Vanguard FTSE Developed Markets ETF | 460,971 | 23,431.2 | +0.58% | 3.160 | +0.02% | 0.020 | +16.01% | +20.43% | 157,306.4 | ||
MSFT | Microsoft Corp | 53,524 | 20,092.5 | -6.55% | 2.710 | -0.21% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AAPL | Apple Inc | 85,127 | 18,909.3 | -2.41% | 2.550 | -0.07% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 26,991 | 15,098.7 | +0.21% | 2.030 | 0% | 0.000 | +17.14% | +7.04% | 641,384.0 | ||
NVDA | NVIDIA Corp | 124,151 | 13,455.5 | +1.17% | 1.810 | +0.02% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors |
Relyea Zuckerberg Hanson LLC's Historical Top Holdings Breakdowns
Relyea Zuckerberg Hanson LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +4.41% | 91.45 ($91.59) 91.75 | $91.56 | -0.03% | Add 10921.47% | 360,402 | 357,132 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.27% | 369.1 ($404.54) 427.61 | $441.63 | 9.17% | Add 2.27% | 243,812 | 5,404 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +0.26% | 100.34 ($100.51) 100.68 | $100.51 | 0% | Add 23.35% | 99,926 | 18,918 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.21% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | Reduce -6.55% | 53,524 | -3,749 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | Reduce Reduce | -0.16% | 54.25 ($56.1) 57.64 | $63.27 | 12.78% | Reduce -35.4% | 39,632 | -21,719 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Reduce Reduce | -0.15% | 182.82 ($190.45) 196.21 | $196.30 | 3.07% | Reduce -2.62% | 216,465 | -5,831 | |
ESGU | iShares MSCI USA ESG Optimized ETF | 2025-03-31 | Add Add | +0.11% | 120.24 ($128.78) 134.3 | $136.04 | 5.64% | Add 9.26% | 81,946 | 6,944 | |
ABNB | Airbnb Inc | 2025-03-31 | Sold Out Sold Out | -0.10% | 119.38 ($133.97) 161.42 | $135.35 | 1.03% | Sold Out | 0 | -5,566 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.07% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -2.41% | 85,127 | -2,098 | |
ARKW | ARK Next Generation Internet ETF | 2025-03-31 | Reduce Reduce | -0.06% | 91.59 ($110.26) 125.64 | $149.33 | 35.43% | Reduce -6.68% | 55,588 | -3,976 |
Relyea Zuckerberg Hanson LLC Total Holding History ($B)
Relyea Zuckerberg Hanson LLC's Asset Allocation
Relyea Zuckerberg Hanson LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Relyea Zuckerberg Hanson LLC's Hypothetical Growth since 2025-03-31
Relyea Zuckerberg Hanson LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Relyea Zuckerberg Hanson LLC's Holdings Heat Map
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Relyea Zuckerberg Hanson LLC's Holdings Bubble Chart
Relyea Zuckerberg Hanson LLC News
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