Relyea Zuckerberg Hanson LLC Top Holdings and 13F Report (2025) About Relyea Zuckerberg Hanson LLCInvestment ActivityRelyea Zuckerberg Hanson LLC has $743.55 million in total holdings as of December 31, 2024.Relyea Zuckerberg Hanson LLC owns shares of 254 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 17.01% of the portfolio was purchased this quarter.About 2.34% of the portfolio was sold this quarter.This quarter, Relyea Zuckerberg Hanson LLC has purchased 235 new stocks and bought additional shares in 131 stocks.Relyea Zuckerberg Hanson LLC sold shares of 69 stocks and completely divested from 18 stocks this quarter.Largest Holdings Vanguard Growth ETF $97,852,154Vanguard Value ETF $77,708,606iShares Russell 1000 Growth ETF $48,462,374iShares Russell 1000 Value ETF $41,153,717Microsoft $24,140,394 Largest New Holdings this Quarter iShares Russell 1000 ETF $6,922,342 HoldingAvantis U.S. Small Cap Value ETF $5,662,980 HoldingFinancial Select Sector SPDR Fund $1,332,757 HoldingVanguard FTSE All-World ex-US ETF $1,182,285 HoldingiShares 0-5 Year TIPS Bond ETF $1,111,026 Holding Largest Purchases this Quarter Microsoft 24,277 shares (about $10.23M)NVIDIA 62,551 shares (about $8.40M)iShares Russell 1000 ETF 21,487 shares (about $6.92M)iShares 0-3 Month Treasury Bond ETF 68,077 shares (about $6.83M)Invesco QQQ 12,886 shares (about $6.59M) Largest Sales this Quarter ARK Innovation ETF 34,599 shares (about $1.96M)iShares MSCI Emerging Markets ex China ETF 35,196 shares (about $1.95M)Vanguard Small-Cap Value ETF 7,633 shares (about $1.51M)ARK Next Generation Internet ETF 7,954 shares (about $858.88K)Vanguard Small-Cap Growth ETF 2,178 shares (about $609.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRelyea Zuckerberg Hanson LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$97,852,154$5,973,953 ▲6.5%238,40813.2%ETFVTVVanguard Value ETF$77,708,606$436,625 ▼-0.6%458,99910.5%ETFIWFiShares Russell 1000 Growth ETF$48,462,374$1,999,471 ▲4.3%120,6796.5%ETFIWDiShares Russell 1000 Value ETF$41,153,717$136,256 ▲0.3%222,2965.5%ETFMSFTMicrosoft$24,140,394$10,232,681 ▲73.6%57,2733.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$21,916,938$503,448 ▲2.4%458,3222.9%ETFAAPLApple$21,842,881$2,003,861 ▲10.1%87,2252.9%Computer and TechnologyNVDANVIDIA$16,479,793$8,399,970 ▲104.0%122,7182.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$15,786,095$327,033 ▲2.1%26,9352.1%FinanceVOOGVanguard S&P 500 Growth ETF$12,246,929$381,069 ▲3.2%33,4561.6%ETFIDEViShares Core MSCI International Developed Markets ETF$11,086,149$2,200,300 ▲24.8%171,9581.5%ETFVOOVVanguard S&P 500 Value ETF$10,463,040$175,285 ▼-1.6%56,7071.4%ETFESGUiShares ESG Aware MSCI USA ETF$9,661,755$306,205 ▲3.3%75,0021.3%ManufacturingVTIVanguard Total Stock Market ETF$9,605,833$258,513 ▲2.8%33,1451.3%ETFXLKTechnology Select Sector SPDR Fund$9,230,313$6,412,878 ▲227.6%39,6971.2%ETFQQQInvesco QQQ$9,129,282$6,587,889 ▲259.2%17,8571.2%FinanceSGOViShares 0-3 Month Treasury Bond ETF$8,126,697$6,829,463 ▲526.5%81,0081.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$7,999,359$527 ▲0.0%91,0051.1%ETFVBRVanguard Small-Cap Value ETF$7,998,220$1,512,721 ▼-15.9%40,3581.1%ETFVBKVanguard Small-Cap Growth ETF$7,688,312$609,979 ▼-7.4%27,4521.0%ETFVOOVanguard S&P 500 ETF$7,514,415$468,237 ▲6.6%13,9461.0%ETFAMZNAmazon.com$7,043,735$484,194 ▲7.4%32,1060.9%Retail/WholesaleIWBiShares Russell 1000 ETF$6,922,342$6,922,342 ▲New Holding21,4870.9%ETFESGVVanguard ESG US Stock ETF$6,892,927$1,398,493 ▲25.5%65,7160.9%ETFARKWARK Next Generation Internet ETF$6,431,771$858,880 ▼-11.8%59,5640.9%ETFAVUVAvantis U.S. Small Cap Value ETF$5,662,980$5,662,980 ▲New Holding58,6650.8%ETFIEFAiShares Core MSCI EAFE ETF$5,655,471$68,031 ▼-1.2%80,4710.8%ETFJPMJPMorgan Chase & Co.$5,494,502$677,434 ▲14.1%22,9210.7%FinanceGOOGLAlphabet$5,277,303$449,209 ▲9.3%27,8780.7%Computer and TechnologyGOOGAlphabet$5,271,773$2,720,442 ▲106.6%27,6820.7%Computer and TechnologyJNJJohnson & Johnson$4,928,002$2,396,898 ▲94.7%34,0760.7%MedicalVVisa$4,712,629$1,492,074 ▲46.3%14,9110.6%Business ServicesESGDiShares ESG Aware MSCI EAFE ETF$4,318,309$102,714 ▲2.4%56,7150.6%ManufacturingABBVAbbVie$4,280,775$2,508,936 ▲141.6%24,0900.6%MedicalPGProcter & Gamble$4,232,487$111,822 ▼-2.6%25,2460.6%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$4,006,929$3,524,822 ▲731.1%30,4110.5%ETFMETAMeta Platforms$3,962,759$512,910 ▲14.9%6,7680.5%Computer and TechnologyADPAutomatic Data Processing$3,775,637$2,076,922 ▲122.3%12,8980.5%Business ServicesXOMExxon Mobil$3,694,917$1,126,256 ▲43.8%34,3490.5%EnergyBRK.BBerkshire Hathaway$3,625,787$141,423 ▲4.1%7,9990.5%FinanceLPTHLightPath Technologies$3,520,840$111,237 ▼-3.1%997,4050.5%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$3,432,808$189,678 ▼-5.2%28,2330.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,401,913$1,951,618 ▼-36.5%61,3510.5%ManufacturingACNAccenture$3,283,248$1,502,843 ▲84.4%9,3330.4%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$3,085,984$2,669,135 ▲640.3%13,7550.4%FinanceAVGOBroadcom$3,078,024$2,840,165 ▲1,194.1%13,2770.4%Computer and TechnologyTTEKTetra Tech$3,046,157$2,915,920 ▲2,238.9%76,4600.4%IndustrialsGLDSPDR Gold Shares$2,830,742$602,177 ▼-17.5%11,6910.4%FinanceFSLYFastly$2,780,231$55,696 ▲2.0%294,5160.4%Computer and TechnologyHDHome Depot$2,701,499$1,249,419 ▲86.0%6,9450.4%Retail/WholesaleABTAbbott Laboratories$2,670,452$1,577,341 ▲144.3%23,6090.4%MedicalIWOiShares Russell 2000 Growth ETF$2,557,479$39,142 ▲1.6%8,8860.3%ETFTSLATesla$2,433,944$730,950 ▲42.9%6,0270.3%Auto/Tires/TrucksQQQMInvesco NASDAQ 100 ETF$2,398,792$256,758 ▲12.0%11,3980.3%ETFLLYEli Lilly and Company$2,341,799$301,894 ▲14.8%3,0330.3%MedicalUNHUnitedHealth Group$2,322,828$425,413 ▼-15.5%4,5920.3%MedicalKOCoca-Cola$2,215,444$1,063,891 ▲92.4%35,5840.3%Consumer StaplesVIGVanguard Dividend Appreciation ETF$2,063,726$93,414 ▲4.7%10,5380.3%ETFVGTVanguard Information Technology ETF$2,062,174$1,866 ▼-0.1%3,3160.3%ETFSCHXSchwab US Large-Cap ETF$2,041,923$1,367,062 ▲202.6%88,0900.3%ETFMAMastercard$1,940,518$83,203 ▲4.5%3,6850.3%Business ServicesSBLKStar Bulk Carriers$1,874,391$513,579 ▼-21.5%125,3770.3%TransportationCOSTCostco Wholesale$1,789,673$94,386 ▼-5.0%1,9530.2%Retail/WholesaleMCDMcDonald's$1,764,794$135,084 ▲8.3%6,0880.2%Retail/WholesaleIWMiShares Russell 2000 ETF$1,757,963$6,850 ▼-0.4%7,9560.2%FinancePEPPepsiCo$1,754,937$295,455 ▼-14.4%11,5410.2%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$1,741,828$476,288 ▲37.6%34,7460.2%ETFCSCOCisco Systems$1,739,216$906,282 ▲108.8%29,3790.2%Computer and TechnologyVONVVanguard Russell 1000 Value$1,735,016$145,438 ▲9.1%21,3540.2%ETFORCLOracle$1,727,057$875,027 ▲102.7%10,3640.2%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$1,684,838$129,178 ▼-7.1%32,9460.2%ETFMMCMarsh & McLennan Companies$1,562,159$82,845 ▼-5.0%7,3540.2%FinanceIAUiShares Gold Trust$1,559,8130.0%31,5050.2%FinanceIWNiShares Russell 2000 Value ETF$1,489,563$94,401 ▼-6.0%9,0730.2%ETFMSMorgan Stanley$1,430,909$4,149 ▼-0.3%11,3820.2%FinanceWMTWalmart$1,426,416$125,313 ▲9.6%15,7880.2%Retail/WholesaleESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,405,840$138,595 ▼-9.0%33,4330.2%ETFVYMVanguard High Dividend Yield ETF$1,368,838$96,462 ▼-6.6%10,7280.2%ETFGSThe Goldman Sachs Group$1,337,112$192,407 ▼-12.6%2,3350.2%FinanceXLFFinancial Select Sector SPDR Fund$1,332,757$1,332,757 ▲New Holding27,5760.2%ETFBSXBoston Scientific$1,326,402$37,246 ▼-2.7%14,8500.2%MedicalCBChubb$1,226,219$110,244 ▼-8.2%4,4380.2%FinanceHONHoneywell International$1,191,275$43,594 ▼-3.5%5,2740.2%Multi-Sector ConglomeratesVEUVanguard FTSE All-World ex-US ETF$1,182,285$1,182,285 ▲New Holding20,5940.2%ETFMRKMerck & Co., Inc.$1,174,924$251,180 ▲27.2%11,8110.2%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$1,111,026$1,111,026 ▲New Holding11,0440.1%ETFUNPUnion Pacific$1,103,094$19,385 ▲1.8%4,8370.1%TransportationIVViShares Core S&P 500 ETF$1,080,609$67,097 ▲6.6%1,8360.1%ETFAMATApplied Materials$1,057,592$5,204 ▲0.5%6,5030.1%Computer and TechnologyVIOVVanguard S&P Small-Cap 600 Value ETF$997,606$17,826 ▲1.8%10,6890.1%ETFVONGVanguard Russell 1000 Growth ETF$983,484$569,369 ▲137.5%9,5210.1%ETFSYKStryker$929,897$38,161 ▲4.3%2,5830.1%MedicalNFLXNetflix$929,647$62,392 ▲7.2%1,0430.1%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$921,679$691,754 ▲300.9%33,0710.1%ETFEMREmerson Electric$914,287$256,675 ▲39.0%7,3770.1%IndustrialsARESAres Management$909,946$909,946 ▲New Holding5,1400.1%FinancePULSPGIM Ultra Short Bond ETF$901,194$901,194 ▲New Holding18,1880.1%ETFNOWServiceNow$882,020$495,076 ▲127.9%8320.1%Computer and TechnologyBLACKROCK INC$858,582$858,582 ▲New Holding8380.1%COMMCKMcKesson$853,727$36,474 ▼-4.1%1,4980.1%MedicalShowing largest 100 holdings. 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