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 | +27.33% | +9.25% | 167,127.0 | ||
VTV | Vanguard Value ETF | 457,300 | 78,994.0 | -0.37% | 10.640 | -0.04% | 0.050 | +9.83% | +4.94% | 132,881.1 | ||
IWF | iShares Russell 1000 Growth ETF | 120,965 | 43,679.3 | +0.24% | 5.890 | +0.01% | 0.040 | +27.12% | +8.14% | 113,776.0 | ||
IWD | iShares Russell 1000 Value ETF | 216,465 | 40,730.1 | -2.62% | 5.490 | -0.15% | 0.070 | +11.09% | +5.81% | 62,643.2 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 360,402 | 33,059.7 | +10,921.47% | 4.450 | +4.41% | 0.070 | +0.01% | +0.23% | 41,833.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 460,971 | 23,431.2 | +0.58% | 3.160 | +0.02% | 0.020 | +11.61% | +18.44% | 157,607.2 | ||
MSFT | Microsoft Corp | 53,524 | 20,092.5 | -6.55% | 2.710 | -0.21% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 85,127 | 18,909.3 | -2.41% | 2.550 | -0.07% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 26,991 | 15,098.7 | +0.21% | 2.030 | 0% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
NVDA | NVIDIA Corp | 124,151 | 13,455.5 | +1.17% | 1.810 | +0.02% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | 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 | $91.64 | 0.05% | Add 10921.47% | 360,402 | 357,132 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.27% | 369.1 ($404.54) 427.61 | $448.39 | 10.84% | 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 | $100.59 | 0.08% | Add 23.35% | 99,926 | 18,918 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.21% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | 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 | $63.70 | 13.55% | 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 | $195.88 | 2.85% | 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 | $137.06 | 6.43% | 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 | $139.34 | 4.01% | Sold Out | 0 | -5,566 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.07% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | 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 | $160.03 | 45.14% | Reduce -6.68% | 55,588 | -3,976 |
Relyea Zuckerberg Hanson LLC Total Holding History ($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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