Relyea Zuckerberg Hanson LLC Top Holdings and 13F Report (2025) About Relyea Zuckerberg Hanson LLCInvestment ActivityRelyea Zuckerberg Hanson LLC has $951.22 million in total holdings as of September 30, 2025.Relyea Zuckerberg Hanson LLC owns shares of 270 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 5.89% of the portfolio was purchased this quarter.About 2.97% of the portfolio was sold this quarter.This quarter, Relyea Zuckerberg Hanson LLC has purchased 259 new stocks and bought additional shares in 99 stocks.Relyea Zuckerberg Hanson LLC sold shares of 121 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Growth ETF $117,069,174Vanguard Value ETF $85,063,862iShares Russell 1000 Growth ETF $55,765,492iShares Russell 1000 Value ETF $42,333,742SPDR Bloomberg 1-3 Month T-Bill ETF $38,385,036 Largest New Holdings this Quarter 02072Q853 - EA SERIES TRUST $32,552,578 Holding92840R101 - Virtus Dividend, Interest & Premium Strategy Fund $348,681 Holding464288323 - iShares New York Muni Bond ETF $305,375 Holding040413205 - ARISTA NETWORKS INC $299,434 Holding02072L565 - Alpha Architect 1-3 Month Box ETF $298,959 Holding Largest Purchases this Quarter EA SERIES TRUST 602,937 shares (about $32.55M)SPDR Bloomberg 1-3 Month T-Bill ETF 46,945 shares (about $4.31M)iShares 0-3 Month Treasury Bond ETF 22,588 shares (about $2.27M)Vanguard FTSE Developed Markets ETF 37,409 shares (about $2.24M)SPDR Gold MiniShares Trust 16,212 shares (about $1.24M) Largest Sales this Quarter Apple 16,283 shares (about $4.15M)Invesco QQQ 4,000 shares (about $2.40M)Industrial Select Sector SPDR Fund 13,024 shares (about $2.01M)iShares Russell 1000 Value ETF 7,805 shares (about $1.59M)Vanguard S&P 500 Growth ETF 3,417 shares (about $1.49M) 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$117,069,174$765,459 ▼-0.6%244,09212.3%ETFVTVVanguard Value ETF$85,063,862$423,892 ▼-0.5%456,1318.9%ETFIWFiShares Russell 1000 Growth ETF$55,765,492$704,019 ▼-1.2%119,0535.9%ETFIWDiShares Russell 1000 Value ETF$42,333,742$1,589,022 ▼-3.6%207,9364.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$38,385,036$4,307,199 ▲12.6%418,3664.0%ETFEA SERIES TRUST$32,552,578$32,552,578 ▲New Holding602,9373.4%ALPHA ARCHITECTVEAVanguard FTSE Developed Markets ETF$29,980,082$2,241,548 ▲8.1%500,3353.2%ETFMSFTMicrosoft$29,152,424$436,634 ▲1.5%56,2843.1%Computer and TechnologyAAPLApple$25,074,535$4,146,157 ▼-14.2%98,4742.6%Computer and TechnologyNVDANVIDIA$23,435,342$343,120 ▼-1.4%125,6052.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$19,749,213$211,849 ▲1.1%29,6452.1%FinanceIDEViShares Core MSCI International Developed Markets ETF$16,346,819$386,099 ▲2.4%203,9021.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$14,203,855$2,274,615 ▲19.1%141,0511.5%ETFVOOGVanguard S&P 500 Growth ETF$12,710,297$1,487,977 ▼-10.5%29,1881.3%ETFESGUiShares ESG Aware MSCI USA ETF$11,281,875$353,373 ▼-3.0%77,4851.2%ManufacturingXLKTechnology Select Sector SPDR Fund$10,861,399$322,727 ▼-2.9%38,5351.1%ETFVTIVanguard Total Stock Market ETF$10,762,996$82,043 ▼-0.8%32,7971.1%ETFVOOVanguard S&P 500 ETF$10,631,066$91,246 ▲0.9%17,3601.1%ETFQQQInvesco QQQ$10,292,282$2,401,512 ▼-18.9%17,1431.1%FinanceVOOVVanguard S&P 500 Value ETF$9,923,013$244,550 ▼-2.4%49,7471.0%ETFARKWARK Next Generation Internet ETF$9,794,131$130,260 ▲1.3%56,0911.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,204,391$58,421 ▼-0.6%88,0721.0%ETFJPMJPMorgan Chase & Co.$8,765,321$133,745 ▼-1.5%27,7880.9%FinanceIWBiShares Russell 1000 ETF$8,414,529$1,462 ▲0.0%23,0230.9%ETFVBRVanguard Small-Cap Value ETF$8,083,972$69,709 ▲0.9%38,7330.8%ETFAMZNAmazon.com$7,411,673$127,133 ▲1.7%33,7550.8%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$7,401,283$22,619 ▼-0.3%24,8680.8%ETFESGVVanguard ESG U.S. Stock ETF$7,333,689$436,215 ▼-5.6%61,9190.8%ETFIEFAiShares Core MSCI EAFE ETF$7,264,232$18,772 ▲0.3%83,2000.8%ETFGOOGAlphabet$7,144,828$113,982 ▲1.6%29,3360.8%Computer and TechnologyGOOGLAlphabet$7,000,316$17,503 ▼-0.2%28,7960.7%Computer and TechnologyLPTHLightPath Technologies$6,309,148$1,203,774 ▼-16.0%795,6050.7%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$6,172,436$463,688 ▲8.1%66,3850.6%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$5,920,806$74,747 ▼-1.2%59,4880.6%ETFJNJJohnson & Johnson$5,841,485$604,285 ▲11.5%31,5040.6%MedicalABBVAbbVie$5,706,512$13,661 ▼-0.2%24,6460.6%MedicalVVisa$5,512,092$431,859 ▲8.5%16,1460.6%Business ServicesMETAMeta Platforms$5,403,491$23,500 ▲0.4%7,3580.6%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$5,009,094$528,878 ▲11.8%41,5690.5%ETFBRK.BBerkshire Hathaway$4,848,927$752,099 ▼-13.4%9,6450.5%FinanceAVGOBroadcom$4,794,060$194,652 ▼-3.9%14,5310.5%Computer and TechnologyADPAutomatic Data Processing$4,254,054$428,810 ▲11.2%14,4940.4%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$4,242,621$2,008,721 ▼-32.1%27,5080.4%ETFGLDSPDR Gold Shares$4,155,8000.0%11,6910.4%FinanceXOMExxon Mobil$3,927,871$33,938 ▲0.9%34,8370.4%EnergyVONVVanguard Russell 1000 Value ETF$3,835,845$264,088 ▲7.4%42,9210.4%ETFPGProcter & Gamble$3,655,083$306,383 ▼-7.7%23,7880.4%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$3,574,330$103,093 ▼-2.8%26,3500.4%ETFXLFFinancial Select Sector SPDR Fund$3,490,687$924,145 ▲36.0%64,7980.4%ETFGLDMSPDR Gold MiniShares Trust$3,141,139$1,239,392 ▲65.2%41,0880.3%FinanceABTAbbott Laboratories$3,097,944$126,843 ▼-3.9%23,1290.3%MedicalORCLOracle$3,073,572$103,493 ▲3.5%10,9290.3%Computer and TechnologyHDHome Depot$2,947,466$79,420 ▲2.8%7,2740.3%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$2,934,387$3,021 ▲0.1%13,5980.3%ETFTSLATesla$2,916,474$10,229 ▲0.4%6,5580.3%Auto/Tires/TrucksTTEKTetra Tech$2,758,630$167,268 ▲6.5%82,6430.3%IndustrialsXLYConsumer Discretionary Select Sector SPDR Fund$2,721,644$575,147 ▼-17.4%11,3570.3%FinanceIWOiShares Russell 2000 Growth ETF$2,659,110$66,246 ▼-2.4%8,3090.3%ETFLLYEli Lilly and Company$2,428,816$545,587 ▼-18.3%3,1830.3%MedicalKOCocaCola$2,392,995$34,818 ▼-1.4%36,0830.3%Consumer StaplesFSLYFastly$2,341,3150.0%273,8380.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$2,332,7260.0%88,5620.2%ETFSBLKStar Bulk Carriers$2,330,7650.0%125,3770.2%TransportationCSCOCisco Systems$2,303,695$134,992 ▲6.2%33,6700.2%Computer and TechnologyIAUiShares Gold Trust$2,292,6190.0%31,5050.2%FinanceIVViShares Core S&P 500 ETF$2,225,171$53,538 ▼-2.3%3,3250.2%ETFACNAccenture$2,161,460$31,565 ▲1.5%8,7650.2%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$2,156,154$111,460 ▼-4.9%31,9380.2%ManufacturingMAMastercard$2,153,631$143,917 ▼-6.3%3,7860.2%Business ServicesCOSTCostco Wholesale$2,151,661$162,878 ▲8.2%2,3250.2%Retail/WholesaleESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,116,728$124,285 ▲6.2%46,9550.2%ETFXLVHealth Care Select Sector SPDR Fund$2,020,173$482,080 ▲31.3%14,5160.2%ETFMCDMcDonald's$1,957,083$82,963 ▲4.4%6,4400.2%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$1,832,4710.0%33,1190.2%ETFWMTWalmart$1,787,807$52,149 ▼-2.8%17,3470.2%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$1,728,424$1,483 ▲0.1%6,9940.2%ETFIWMiShares Russell 2000 ETF$1,691,119$312,865 ▼-15.6%6,9890.2%FinanceGSThe Goldman Sachs Group$1,587,778$35,833 ▼-2.2%1,9940.2%FinanceVEUVanguard FTSE All-World ex-US ETF$1,555,461$106,057 ▲7.3%21,7940.2%ETFBLACKROCK INC$1,534,308$328,780 ▼-17.6%1,3160.2%COMBSXBoston Scientific$1,490,224$7,420 ▼-0.5%15,2640.2%MedicalIWNiShares Russell 2000 Value ETF$1,488,072$19,273 ▼-1.3%8,4160.2%ETFMSMorgan Stanley$1,434,369$167,552 ▼-10.5%9,0230.2%FinanceNFLXNetflix$1,421,919$21,581 ▲1.5%1,1860.1%Consumer DiscretionaryVGTVanguard Information Technology ETF$1,409,976$348,760 ▼-19.8%1,8880.1%ETFUNHUnitedHealth Group$1,392,873$165,736 ▲13.5%4,0340.1%MedicalMMCMarsh & McLennan Companies$1,358,403$133,623 ▼-9.0%6,7400.1%FinanceAMATApplied Materials$1,339,011$83,739 ▼-5.9%6,5400.1%Computer and TechnologyPEPPepsiCo$1,332,847$80,047 ▲6.4%9,4910.1%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$1,300,796$100,339 ▲8.4%25,9800.1%ETFPMPhilip Morris International$1,227,651$183,929 ▼-13.0%7,5690.1%Consumer StaplesCBChubb$1,182,782$20,602 ▼-1.7%4,1910.1%FinanceINTCIntel$1,150,863$151,579 ▲15.2%34,3030.1%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,141,5080.0%11,0440.1%ETFAIQGlobal X Artificial Intelligence & Technology ETF$1,134,967$19,855 ▲1.8%22,9800.1%ETFUNPUnion Pacific$1,076,968$6,855 ▲0.6%4,5560.1%TransportationSCHGSchwab U.S. Large-Cap Growth ETF$1,056,7290.0%33,1160.1%ETFMCKMcKesson$1,029,026$117,426 ▼-10.2%1,3320.1%MedicalARKKARK Innovation ETF$972,6410.0%11,2700.1%ETFECLEcolab$970,715$144,854 ▲17.5%3,5450.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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