Relyea Zuckerberg Hanson LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Relyea Zuckerberg Hanson LLC reported 254 stock positions worth $743.6 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 13.2% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 10.5%) and iShares Russell 1000 Growth (IWF, 6.5%). Compared with Q3 2024, it opened 22 new positions, sold out of 14, added to 154 and reduced 51. The biggest buy was Nvidia (NVDA, shares +97%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001793691
- Portfolio Value
- $743.6M (Q4 2024)
- SEC Filing
- 0001793691-25-000001 ↗ filed Jan 15, 2025
Holdings Value
Holdings 254 stocks · $743.6M
| VUG Vanguard Mrngstar GR ETF-Sui | 13.16% | 238,408 | $97.9M | Add +3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 10.45% | 458,999 | $77.7M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 6.52% | 120,679 | $48.5M | Add +3.2% |
| IWD iShares Russell 1000 Value E | 5.53% | 222,296 | $41.2M | Add +0.7% |
| MSFT Microsoft Corp. | 3.25% | 57,273 | $24.1M | Add +70.9% |
| VEA Vanguard Ftse Developed ETF | 2.95% | 458,322 | $21.9M | Reduce -1.4% |
| AAPL Apple Inc. | 2.94% | 87,225 | $21.8M | Add +9.9% |
| NVDA Nvidia Corp. | 2.22% | 122,718 | $16.5M | Add +97.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.12% | 26,935 | $15.8M | Add +0.2% |
| VOOG Vanguard S&P 500 Growth ETF | 1.65% | 33,456 | $12.2M | Add +3.0% |
| IDEV iShares Core MSCI Dev MKTS | 1.49% | 171,958 | $11.1M | Add +23.3% |
| VOOV Vanguard S&P 500 Value ETF | 1.41% | 56,707 | $10.5M | Reduce -1.7% |
| ESGU iShares ESG Aware MSCI USA | 1.30% | 75,002 | $9.7M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.29% | 33,145 | $9.6M | Add +2.8% |
| XLK SS Technology Select Sector | 1.24% | 39,697 | $9.2M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 17,857 | $9.1M | Add +5.1% |
| SGOV iShares 0-3 Month Treasury B | 1.09% | 81,008 | $8.1M | Add +121.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.08% | 91,005 | $8.0M | Add +1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.08% | 40,358 | $8.0M | Reduce -7.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.03% | 27,452 | $7.7M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 1.01% | 13,946 | $7.5M | Add +7.3% |
| AMZN Amazon.com Inc. | 0.95% | 32,106 | $7.0M | Add +6.0% |
| IWB iShares Russell 1000 ETF | 0.93% | 21,487 | $6.9M | New |
| ESGV Vanguard ESG US Stock ETF | 0.93% | 65,716 | $6.9M | Add +2.7% |
| ARKW ARK Next Generation Technolo | 0.86% | 59,564 | $6.4M | Reduce -9.9% |
| AVUV Avantis US Small Cap Value | 0.76% | 58,665 | $5.7M | Add +1681.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.76% | 80,471 | $5.7M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.74% | 22,921 | $5.5M | Add +15.7% |
| GOOGL Alphabet Inc. Class A | 0.71% | 27,878 | $5.3M | Add +12.8% |
| GOOG Alphabet Inc. Class C | 0.71% | 27,682 | $5.3M | Add +113.4% |
| JNJ Johnson & Johnson | 0.66% | 34,076 | $4.9M | Add +92.3% |
| V Visa Inc. Class A | 0.63% | 14,911 | $4.7M | Add +49.9% |
| ESGD iShares Trust iShares ESG Aw | 0.58% | 56,715 | $4.3M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.58% | 24,090 | $4.3M | Add +136.4% |
| PG The Procter & Gamble Co. | 0.57% | 25,246 | $4.2M | Reduce -0.3% |
| XLI SS Industrial Select Sector | 0.54% | 30,411 | $4.0M | No change |
| META Meta Platforms Inc. Class A | 0.53% | 6,768 | $4.0M | Add +10.9% |
| ADP Automatic Data Processing | 0.51% | 12,898 | $3.8M | Add +121.7% |
| XOM Exxon Mobil Corp. | 0.50% | 34,349 | $3.7M | Add +41.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 7,999 | $3.6M | Add +0.9% |
| LPTH Lightpath Technologies Inc. Class A | 0.47% | 997,405 | $3.5M | Reduce -10.7% |
| SUSA iShares ESG Optimized MSCI U | 0.46% | 28,233 | $3.4M | Add +0.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.46% | 61,351 | $3.4M | Reduce -8.3% |
| ACN Accenture PLC Class A | 0.44% | 9,333 | $3.3M | Add +76.9% |
| XLY SS Consumer Disc Select Sect | 0.41% | 13,755 | $3.1M | No change |
| AVGO Broadcom Inc. | 0.41% | 13,277 | $3.1M | Add +13.6% |
| TTEK Tetra Tech Inc. | 0.41% | 76,460 | $3.0M | Add +367.4% |
| GLD SPDR Gold Shares | 0.38% | 11,691 | $2.8M | Reduce -17.5% |
| FSLY Fastly Inc. Class A | 0.37% | 294,516 | $2.8M | No change |
| HD Home Depot Inc. | 0.36% | 6,945 | $2.7M | Add +80.3% |
| ABT Abbott Laboratories | 0.36% | 23,609 | $2.7M | Add +173.0% |
| IWO iShares Russell 2000 Growth | 0.34% | 8,886 | $2.6M | Add +6.2% |
| TSLA Tesla Inc. | 0.33% | 6,027 | $2.4M | Add +11.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.32% | 11,398 | $2.4M | Add +3.0% |
| LLY Eli Lilly & Co. | 0.31% | 3,033 | $2.3M | Add +11.9% |
| UNH Unitedhealth Group Inc. | 0.31% | 4,592 | $2.3M | Reduce -10.6% |
| KO The Coca-Cola Co. | 0.30% | 35,584 | $2.2M | Add +92.7% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 10,538 | $2.1M | Add +4.6% |
| VGT Vanguard Info Tech ETF | 0.28% | 3,316 | $2.1M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 88,090 | $2.0M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.26% | 3,685 | $1.9M | Add +5.7% |
| SBLK Star Bulk Carriers Corp. | 0.25% | 125,377 | $1.9M | Reduce -21.5% |
| COST Costco Wholesale Corp. | 0.24% | 1,953 | $1.8M | Add +4.2% |
| MCD McDonald's Corp. | 0.24% | 6,088 | $1.8M | Add +9.1% |
| IWM iShares Russell 2000 ETF | 0.24% | 7,956 | $1.8M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.24% | 11,541 | $1.8M | Reduce -2.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 34,746 | $1.7M | Add +23.8% |
| CSCO Cisco Systems Inc. | 0.23% | 29,379 | $1.7M | Add +114.8% |
| VONV Vanguard Russell 1000 Value | 0.23% | 21,354 | $1.7M | Add +4.3% |
| ORCL Oracle Corp. | 0.23% | 10,364 | $1.7M | Add +96.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 32,946 | $1.7M | Reduce -7.4% |
| MRSH Marsh & McLennan Cos | 0.21% | 7,354 | $1.6M | Reduce -0.5% |
| IAU iShares Gold Trust | 0.21% | 31,505 | $1.6M | No change |
| IWN iShares Russell 2000 Value E | 0.20% | 9,073 | $1.5M | Reduce -6.0% |
| MS Morgan Stanley | 0.19% | 11,382 | $1.4M | Reduce -0.0% |
| WMT Walmart Inc. | 0.19% | 15,788 | $1.4M | Add +7.0% |
| ESML iShares ESG Aware MSCI USA S | 0.19% | 33,433 | $1.4M | Reduce -2.1% |
| VYM Vanguard High DVD Yield ETF | 0.18% | 10,728 | $1.4M | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.18% | 2,335 | $1.3M | Reduce -5.6% |
| XLF SS Financial Select Sector | 0.18% | 27,576 | $1.3M | No change |
| BSX Boston Scientific Corp. | 0.18% | 14,850 | $1.3M | Reduce -3.6% |
| CB Chubb Ltd. | 0.16% | 4,438 | $1.2M | Reduce -0.2% |
| HON Honeywell International Inc. | 0.16% | 5,274 | $1.2M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.16% | 20,594 | $1.2M | New |
| MRK Merck & Co. Inc. | 0.16% | 11,811 | $1.2M | Add +36.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.15% | 11,044 | $1.1M | No change |
| UNP Union Pacific Corp. | 0.15% | 4,837 | $1.1M | Add +2.0% |
| IVV iShares Core S&P 500 ETF | 0.15% | 1,836 | $1.1M | Add +6.6% |
| AMAT Applied Materials Inc. | 0.14% | 6,503 | $1.1M | Add +0.8% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.13% | 10,689 | $998K | Add +3.3% |
| VONG Vanguard Russell 1000 Growth | 0.13% | 9,521 | $983K | Add +2.2% |
| SYK Stryker Corp. | 0.13% | 2,583 | $930K | Add +3.6% |
| NFLX Netflix Inc. | 0.13% | 1,043 | $930K | Add +4.4% |
| SCHG Schwab US Large-Cap Growth | 0.12% | 33,071 | $922K | No change |
| EMR Emerson Electric Co. | 0.12% | 7,377 | $914K | Add +39.6% |
| ARES Ares Management Corp. Class A | 0.12% | 5,140 | $910K | New |
| PULS Pgim Ultra Short Bond ETF | 0.12% | 18,188 | $901K | New |
| NOW ServiceNow Inc. | 0.12% | 832 | $882K | Add +89.5% |
| BLK BlackRock Inc. | 0.12% | 838 | $859K | Add +115.4% |
| MCK McKesson Corp. | 0.11% | 1,498 | $854K | Reduce -3.0% |
Portfolio Sells Q3 2024 → Q4 2024
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.8% | 10.45% | −1.84 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.4% | 2.95% | −0.79 |
| SBLK Star Bulk Carriers Corp. | Reduce -21.5% | 0.25% | −0.32 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -1.7% | 1.41% | −0.27 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.7% | 1.08% | −0.26 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -8.3% | 0.46% | −0.16 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.7% | 0.58% | −0.15 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.4% | 1.30% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -10.6% | 0.31% | −0.14 |
| GLD SPDR Gold Shares | Reduce -17.5% | 0.38% | −0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.8% | 1.03% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.57% | −0.10 |
| PEP Pepsico Inc. | Reduce -2.8% | 0.24% | −0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -7.4% | 0.23% | −0.06 |
| BOXX Alpha Architect 1-3 MNTH Box | Sold out | 0.00% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.05 |
| BA The Boeing Co. | Sold out | 0.00% | −0.05 |
| IWN iShares Russell 2000 Value E | Reduce -6.0% | 0.20% | −0.04 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -0.5% | 0.21% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.4% | 0.11% | −0.04 |
| AMD Advanced Micro Devices | Reduce -2.7% | 0.07% | −0.04 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.04 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.04 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.04 |
| COP Conocophillips | Sold out | 0.00% | −0.03 |
| NTLA Intellia Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -0.6% | 0.24% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -29.1% | 0.04% | −0.03 |
| PPA Invesco Aerospace & Defense | Reduce -34.3% | 0.04% | −0.03 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.03 |
| CB Chubb Ltd. | Reduce -0.2% | 0.16% | −0.03 |
| PFE Pfizer Inc. | Reduce -29.8% | 0.04% | −0.03 |
| ESML iShares ESG Aware MSCI USA S | Reduce -2.1% | 0.19% | −0.03 |
| DHR Danaher Corp. | Reduce -1.0% | 0.07% | −0.03 |
| MUE BlackRock Munihold QLT FD II | Sold out | 0.00% | −0.02 |
| AMGN Amgen Inc. | Reduce -0.4% | 0.06% | −0.02 |
| LVO Liveone Inc. | Sold out | 0.00% | −0.02 |
| ZTS Zoetis Inc. | Reduce -13.5% | 0.04% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -18.6% | 0.03% | −0.02 |
| CI The Cigna Group | Reduce -5.7% | 0.04% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -6.7% | 0.08% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -0.1% | 0.28% | −0.02 |
| SBUX Starbucks Corp. | Reduce -7.6% | 0.06% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -3.6% | 0.18% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -3.5% | 0.05% | −0.02 |
| CARR Carrier Global Corp. | Reduce -1.1% | 0.04% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.2% | 0.04% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +97.0% | 2.22% | +1.07 |
| MSFT Microsoft Corp. | Add +70.9% | 3.25% | +1.05 |
| IWB iShares Russell 1000 ETF | New | 0.93% | +0.93 |
| AVUV Avantis US Small Cap Value | Add +1681.0% | 0.76% | +0.71 |
| SGOV iShares 0-3 Month Treasury B | Add +121.1% | 1.09% | +0.53 |
| GOOG Alphabet Inc. Class C | Add +113.4% | 0.71% | +0.38 |
| TTEK Tetra Tech Inc. | Add +367.4% | 0.41% | +0.29 |
| ABBV Abbvie Inc. | Add +136.4% | 0.58% | +0.27 |
| ADP Automatic Data Processing | Add +121.7% | 0.51% | +0.26 |
| JNJ Johnson & Johnson | Add +92.3% | 0.66% | +0.23 |
| V Visa Inc. Class A | Add +49.9% | 0.63% | +0.22 |
| ABT Abbott Laboratories | Add +173.0% | 0.36% | +0.21 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.16% | +0.16 |
| ACN Accenture PLC Class A | Add +76.9% | 0.44% | +0.16 |
| HD Home Depot Inc. | Add +80.3% | 0.36% | +0.13 |
| CSCO Cisco Systems Inc. | Add +114.8% | 0.23% | +0.12 |
| AAPL Apple Inc. | Add +9.9% | 2.94% | +0.12 |
| ARES Ares Management Corp. Class A | New | 0.12% | +0.12 |
| PULS Pgim Ultra Short Bond ETF | New | 0.12% | +0.12 |
| TSLA Tesla Inc. | Add +11.3% | 0.33% | +0.11 |
| AVGO Broadcom Inc. | Add +13.6% | 0.41% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +15.7% | 0.74% | +0.10 |
| KO The Coca-Cola Co. | Add +92.7% | 0.30% | +0.10 |
| ORCL Oracle Corp. | Add +96.0% | 0.23% | +0.10 |
| AMZN Amazon.com Inc. | Add +6.0% | 0.95% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +12.8% | 0.71% | +0.09 |
| GLDM SPDR Gold Minishares Trust | New | 0.08% | +0.08 |
| XOM Exxon Mobil Corp. | Add +41.9% | 0.50% | +0.07 |
| BLK BlackRock Inc. | Add +115.4% | 0.12% | +0.06 |
| NOW ServiceNow Inc. | Add +89.5% | 0.12% | +0.06 |
| NUDM Nuveen ESG Intl Devel MRK Eq | New | 0.05% | +0.05 |
| MO Altria Group Inc. | New | 0.05% | +0.05 |
| PM Philip Morris International | Add +112.5% | 0.11% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.05% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | New | 0.05% | +0.05 |
| URI United Rentals Inc. | New | 0.05% | +0.05 |
| INTC Intel Corp. | Add +211.6% | 0.08% | +0.04 |
| PYPL PayPal Holdings Inc. | Add +113.8% | 0.09% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.04% | +0.04 |
| APP AppLovin Corp. Class A | New | 0.04% | +0.04 |
| MMM 3M Co. | Add +131.0% | 0.08% | +0.04 |
| OZEM Roundhill GLP-1 & WGT LS ETF | New | 0.04% | +0.04 |
| EMR Emerson Electric Co. | Add +39.6% | 0.12% | +0.04 |
| BNY Bank of New York Mellon Corp. | New | 0.03% | +0.03 |
| INDB Independent Bank Corp. | New | 0.03% | +0.03 |
| KMI Kinder Morgan Inc. | New | 0.03% | +0.03 |
| BKNG Booking Holdings Inc. | New | 0.03% | +0.03 |
| CMI Cummins Inc. | New | 0.03% | +0.03 |
| APH Amphenol Corp. Class A | New | 0.03% | +0.03 |
| CDNS Cadence Design SYS Inc. | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 302 | $1.2B | VUG, VTV, IWF, IWD, BIL |
| Q1 2026 | 276 | $994.6M | VUG, VTV, IWF, BIL, IWD |
| Q4 2025 | 262 | $990.0M | VUG, VTV, IWF, IWD, BIL |
| Q3 2025 | 270 | $951.2M | VUG, VTV, IWF, IWD, BIL |
| Q2 2025 | 259 | $853.3M | VUG, VTV, IWF, IWD, BIL |
| Q1 2025 | 252 | $742.2M | VUG, VTV, IWF, IWD, BIL |
| Q4 2024 | 254 | $743.6M | VUG, VTV, IWF, IWD, MSFT |
| Q3 2024 | 246 | $657.2M | VUG, VTV, IWF, IWD, VEA |
| Q2 2024Amended | 235 | $596.2M | VUG, VTV, IWF, IWD, VEA |
| Q1 2024Amended | 236 | $570.7M | VUG, VTV, IWD, IWF, VEA |