Relyea Zuckerberg Hanson LLC
CIK: 0001793691SEC EDGAR →
Portfolio Value
$923K
Holdings
262
As of
Q4 2025
New Positions
262
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 243,326 | $119K | 12.87% |
| 2 | VANGUARD INDEX FDS | 460,805 | $88K | 9.54% |
| 3 | ISHARES TR | 117,900 | $56K | 6.05% |
| 4 | ISHARES TR | 207,859 | $44K | 4.74% |
| 5 | SPDR SERIES TRUST | 462,338 | $42K | 4.58% |
| 6 | VANGUARD TAX-MANAGED FDS | 574,332 | $36K | 3.89% |
| 7 | EA SERIES TRUST | 601,072 | $33K | 3.59% |
| 8 | MICROSOFT CORP | 56,123 | $27K | 2.94% |
| 9 | APPLE INC | 95,637 | $26K | 2.82% |
| 10 | NVIDIA CORPORATION | 123,954 | $23K | 2.51% |
Quarterly Changes
New Positions (262)
$119K · 243K shares
$88K · 461K shares
$56K · 118K shares
$44K · 208K shares
$42K · 462K shares
$36K · 574K shares
$33K · 601K shares
$27K · 56K shares
$26K · 96K shares
$23K · 124K shares
$17K · 207K shares
$17K · 166K shares
$13K · 29K shares
$12K · 78K shares
$11K · 33K shares
$11K · 76K shares
$10K · 50K shares
$9K · 88K shares
$9K · 29K shares
$9K · 29K shares
$9K · 28K shares
$9K · 23K shares
$8K · 69K shares
$8K · 56K shares
$8K · 766K shares
$8K · 89K shares
$8K · 37K shares
$8K · 34K shares
$7K · 24K shares
$7K · 32K shares
$7K · 69K shares
$6K · 28K shares
$6K · 60K shares
$6K · 16K shares
$5K · 45K shares
$5K · 14K shares
$5K · 55K shares
$5K · 12K shares
$5K · 93K shares
$4K · 28K shares
$4K · 35K shares
$4K · 45K shares
$4K · 15K shares
$4K · 65K shares
$3K · 24K shares
$3K · 26K shares
$3K · 129K shares
$3K · 22K shares
$3K · 7K shares
$3K · 13K shares
$3K · 274K shares
$3K · 83K shares
$3K · 23K shares
$3K · 34K shares
$3K · 37K shares
$3K · 7K shares
$3K · 8K shares
$3K · 32K shares
$2K · 9K shares
$2K · 125K shares
$2K · 89K shares
$2K · 15K shares
$2K · 31K shares
$2K · 11K shares
$2K · 45K shares
$2K · 18K shares
$2K · 7K shares
$2K · 33K shares
$2K · 7K shares
$2K · 7K shares
$2K · 23K shares
$2K · 6K shares
$2K · 8K shares
$1K · 8K shares
$1K · 14K shares
$1K · 28K shares
$1K · 10K shares
$1K · 4K shares
$1K · 14K shares
$1K · 35K shares
$1K · 7K shares
$1K · 4K shares
$1K · 7K shares
$1K · 23K shares
$1K · 11K shares
$1K · 6K shares
$1K · 5K shares
$1K · 8K shares
$996 · 18K shares
$967 · 2K shares
$933 · 6K shares
$932 · 10K shares
$929 · 4K shares
$912 · 18K shares
$909 · 3K shares
$908 · 9K shares
$900 · 3K shares
$886 · 3K shares
$866 · 11K shares
$864 · 4K shares
$839 · 17K shares
$828 · 25K shares
$820 · 4K shares
$811 · 6K shares
$808 · 4K shares
$803 · 5K shares
$792 · 5K shares
$767 · 3K shares
$760 · 5K shares
$754 · 1 shares
$738 · 8K shares
$699 · 6K shares
$696 · 5K shares
$695 · 2K shares
$682 · 2K shares
$681 · 3K shares
$668 · 116K shares
$657 · 6K shares
$647 · 2K shares
$644 · 7K shares
$644 · 2K shares
$635 · 4K shares
$616 · 5K shares
$612 · 6K shares
$607 · 4K shares
$602 · 24K shares
$596 · 6K shares
$595 · 5K shares
$591 · 3K shares
$582 · 2K shares
$581 · 5K shares
$575 · 5K shares
$572 · 6K shares
$565 · 7K shares
$559 · 637 shares
$549 · 4K shares
$548 · 839 shares
$538 · 4K shares
$531 · 789 shares
$530 · 7K shares
$527 · 6K shares
$522 · 7K shares
$505 · 5K shares
$505 · 8K shares
$501 · 1K shares
$496 · 2K shares
$492 · 964 shares
$489 · 16K shares
$486 · 4K shares
$480 · 726 shares
$478 · 4K shares
$471 · 3K shares
$465 · 2K shares
$465 · 4K shares
$462 · 6K shares
$459 · 2K shares
$452 · 2K shares
$450 · 1K shares
$450 · 12K shares
$449 · 10K shares
$446 · 960 shares
$442 · 4K shares
$441 · 780 shares
$434 · 4K shares
$430 · 7K shares
$421 · 3K shares
$420 · 7K shares
$417 · 2K shares
$414 · 1K shares
$404 · 3K shares
$402 · 770 shares
$399 · 5K shares
$398 · 3K shares
$397 · 3K shares
$395 · 1K shares
$394 · 325 shares
$394 · 2K shares
$385 · 676 shares
$382 · 4K shares
$377 · 2K shares
$376 · 15K shares
$374 · 3K shares
$365 · 10K shares
$364 · 68 shares
$358 · 5K shares
$350 · 433 shares
$348 · 4K shares
$347 · 4K shares
$337 · 2K shares
$333 · 2K shares
$329 · 645 shares
$319 · 2K shares
$317 · 8K shares
$316 · 4K shares
$307 · 4K shares
$306 · 6K shares
$306 · 4K shares
$304 · 3K shares
$300 · 2K shares
$284 · 3K shares
$283 · 802 shares
$283 · 729 shares
$280 · 4K shares
$277 · 1K shares
$275 · 2K shares
$270 · 2K shares
$267 · 1K shares
$264 · 10K shares
$261 · 576 shares
$261 · 3K shares
$261 · 842 shares
$258 · 2K shares
$255 · 253 shares
$253 · 2K shares
$251 · 1K shares
$249 · 4K shares
$246 · 9K shares
$245 · 1K shares
$245 · 1K shares
$240 · 770 shares
$240 · 1K shares
$239 · 496 shares
$239 · 3K shares
$236 · 2K shares
$234 · 670 shares
$234 · 684 shares
$232 · 846 shares
$232 · 5K shares
$226 · 4K shares
$225 · 2K shares
$222 · 474 shares
$222 · 4K shares
$220 · 2K shares
$219 · 9K shares
$217 · 2K shares
$217 · 4K shares
$215 · 1K shares
$213 · 18K shares
$212 · 1K shares
$210 · 2K shares
$209 · 5K shares
$204 · 4K shares
$204 · 3K shares
$203 · 864 shares
$158 · 23K shares
$98 · 13K shares
$64 · 23K shares
$24 · 14K shares
$20 · 30K shares
$10 · 17K shares
$10 · 17K shares
$4 · 7K shares
$4 · 9K shares
$3 · 3K shares
$2 · 4K shares
$2 · 4K shares
$1 · 2K shares
$1 · 2K shares
$1 · 2K shares
$1 · 2K shares
$1 · 1K shares
$1 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 117 | $632K | 68.5% |
| Technology | 37 | $111K | 12.0% |
| Unknown | 14 | $73K | 7.9% |
| Healthcare | 19 | $24K | 2.6% |
| Industrials | 30 | $22K | 2.4% |
| Communication Services | 7 | $21K | 2.2% |
| Consumer Cyclical | 13 | $19K | 2.1% |
| Consumer Defensive | 9 | $10K | 1.1% |
| Energy | 5 | $6K | 0.6% |
| Utilities | 6 | $2K | 0.3% |
| Basic Materials | 3 | $2K | 0.2% |
| Real Estate | 2 | $558 | 0.1% |