Relyea-Zuckerberg-Hanson

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCUL",
  "ARES",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "SBCF",
  null,
  "VONG",
  null,
  "GOOGL",
  "AXP",
  null,
  "T",
  "BLK",
  "AMRN",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BSX",
  null,
  "DUK",
  "FSLY",
  null,
  "GILD",
  "HLT",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "EMXC",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "IVW",
  "PANL",
  "IJH",
  "KMI",
  "LRCX",
  "ICF",
  "LIN",
  "LPTH",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  null,
  "GE",
  "HIG",
  "BX",
  "HSY",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  "PPG",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "NOW",
  "RTX",
  "GLD",
  "SPYG",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "VV",
  "SCHW",
  "SBLK",
  null,
  "VWO",
  null,
  "VIG",
  null,
  "IWO",
  "IWN",
  null,
  "WOOF",
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "TT",
  "VRSK",
  "AON",
  "AFL",
  "APH",
  "AMD",
  "FI",
  "AJG",
  "WM",
  "IWR",
  null,
  "AEP",
  "ETWO",
  "III",
  "AMZN",
  "MSI",
  null,
  "ESGD",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "VOOV",
  "VXUS",
  "VOOG",
  "VIOG",
  null,
  "VBK",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "YUM",
  null,
  "SCHD",
  "SCHG",
  null,
  "NSC",
  "SO",
  "TRMB",
  "SFL",
  "CRM",
  "SYY",
  null,
  "MCK",
  "SPYV",
  "GWW",
  "ESGU",
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CARR",
  "CBRE",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COST",
  "GLW",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "RSP",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "TTEK",
  "IWB",
  "NEE",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 252
Total Value: 742212789
Accession Number: 0001793691-25-000002
Form Type: 13F-HR
CIK: relyea-zuckerberg-hanson
Manager Name: Relyea-Zuckerberg-Hanson

Data Enrichment

87% identified

218 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

252 positions • $742.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 13

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Zoetis Inc.

ZTS|98978V103

Shares:1.9K

Value:$308.5K

% of Portfolio:0.0% ($308.5K/$742.2M)

CORNING INC /NY

GLW|219350105

Shares:6.6K

Value:$302.6K

% of Portfolio:0.0% ($302.6K/$742.2M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.3K

Value:$293.3K

% of Portfolio:0.0% ($293.3K/$742.2M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:584

Value:$289.2K

% of Portfolio:0.0% ($289.2K/$742.2M)

Bank of New York Mellon Corp

BK|064058100

Shares:3.4K

Value:$288.6K

% of Portfolio:0.0% ($288.6K/$742.2M)

464287499

IWR|464287499

Shares:3.4K

Value:$285.8K

% of Portfolio:0.0% ($285.8K/$742.2M)

464287606

IJK|464287606

Shares:3.4K

Value:$285.3K

% of Portfolio:0.0% ($285.3K/$742.2M)

921909768

VXUS|921909768

Shares:4.6K

Value:$285.1K

% of Portfolio:0.0% ($285.1K/$742.2M)

67092P300

Shares:7.0K

Value:$283.9K

% of Portfolio:0.0% ($283.9K/$742.2M)

ANALOG DEVICES INC

ADI|032654105

Shares:1.4K

Value:$281.3K

% of Portfolio:0.0% ($281.3K/$742.2M)

COMCAST CORP

CMCSA|20030N101

Shares:7.6K

Value:$279.3K

% of Portfolio:0.0% ($279.3K/$742.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.6K

Value:$278.0K

% of Portfolio:0.0% ($278.0K/$742.2M)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.8K

Value:$275.9K

% of Portfolio:0.0% ($275.9K/$742.2M)

46432F339

QUAL|46432F339

Shares:1.6K

Value:$275.3K

% of Portfolio:0.0% ($275.3K/$742.2M)

CLOROX CO /DE/

CLX|189054109

Shares:1.8K

Value:$270.5K

% of Portfolio:0.0% ($270.5K/$742.2M)

464288158

Shares:2.6K

Value:$269.9K

% of Portfolio:0.0% ($269.9K/$742.2M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:2.1K

Value:$269.8K

% of Portfolio:0.0% ($269.8K/$742.2M)

921932794

VIOG|921932794

Shares:2.5K

Value:$265.3K

% of Portfolio:0.0% ($265.3K/$742.2M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.5K

Value:$258.4K

% of Portfolio:0.0% ($258.4K/$742.2M)

Elevance Health, Inc.

ELV|036752103

Shares:593

Value:$257.9K

% of Portfolio:0.0% ($257.9K/$742.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Zoetis Inc.(ZTScusip98978V103)	1.9K	QoQ +6.84% (+120) YoY +2.62% (-48)	All Managers (Combined)	$308.5K	0.0% ($308.5K/$742.2M)	QoQ +7.92% (+$22.7K) YoY -0.14% (-$439)
CORNING INC /NY(GLWcusip219350105)	6.6K	QoQ +1.07% (-70) YoY NEW(+6.6K)	All Managers (Combined)	$302.6K	0.0% ($302.6K/$742.2M)	QoQ -2.63% (-$8.2K) YoY NEW(+$302.6K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$293.3K	0.0% ($293.3K/$742.2M)	QoQ NEW(+$293.3K) YoY NEW(+$293.3K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	584	QoQ -3.63% (-22) YoY NEW(+584)	All Managers (Combined)	$289.2K	0.0% ($289.2K/$742.2M)	QoQ -8.55% (-$27.1K) YoY NEW(+$289.2K)
Bank of New York Mellon Corp(BKcusip064058100)	3.4K	QoQ +4.81% (+158) YoY NEW(+3.4K)	All Managers (Combined)	$288.6K	0.0% ($288.6K/$742.2M)	QoQ +14.39% (+$36.3K) YoY NEW(+$288.6K)
(IWRcusip464287499)	3.4K	QoQ +0.02% (-1) YoY -12.41% (-476)	All Managers (Combined)	$285.8K	0.0% ($285.8K/$742.2M)	QoQ -3.74% (-$11.1K) YoY -11.38% (-$36.7K)
(IJKcusip464287606)	3.4K	QoQ +0.11% (-4) YoY NEW(+3.4K)	All Managers (Combined)	$285.3K	0.0% ($285.3K/$742.2M)	QoQ -8.28% (-$25.8K) YoY NEW(+$285.3K)
(VXUScusip921909768)	4.6K	QoQ +2.13% (+96) YoY +31.43% (+1.1K)	All Managers (Combined)	$285.1K	0.0% ($285.1K/$742.2M)	QoQ +7.61% (+$20.2K) YoY +35.33% (+$74.4K)
(cusip67092P300)✕	7.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$283.9K	0.0% ($283.9K/$742.2M)	QoQ +2.84% (+$7.9K) YoY +4.19% (+$11.4K)
ANALOG DEVICES INC(ADIcusip032654105)	1.4K	QoQ -0.78% (-11) YoY +6.08% (+80)	All Managers (Combined)	$281.3K	0.0% ($281.3K/$742.2M)	QoQ -5.82% (-$17.4K) YoY +8.16% (+$21.2K)
COMCAST CORP(CMCSAcusip20030N101)	7.6K	QoQ -0.15% (-12) YoY -19.83% (-1.9K)	All Managers (Combined)	$279.3K	0.0% ($279.3K/$742.2M)	QoQ -1.83% (-$5.2K) YoY -31.75% (-$130.0K)
Palo Alto Networks Inc(PANWcusip697435105)	1.6K	QoQ -2.74% (-46) YoY NEW(+1.6K)	All Managers (Combined)	$278.0K	0.0% ($278.0K/$742.2M)	QoQ -8.79% (-$26.8K) YoY NEW(+$278.0K)
LAM RESEARCH CORP(LRCXcusip512807306)	3.8K	QoQ +9.49% (+329) YoY NEW(+3.8K)	All Managers (Combined)	$275.9K	0.0% ($275.9K/$742.2M)	QoQ +10.20% (+$25.5K) YoY NEW(+$275.9K)
(QUALcusip46432F339)	1.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$275.3K	0.0% ($275.3K/$742.2M)	QoQ -4.03% (-$11.6K) YoY +3.97% (+$10.5K)
CLOROX CO /DE/(CLXcusip189054109)	1.8K	QoQ -0.97% (-18) YoY +7.55% (+129)	All Managers (Combined)	$270.5K	0.0% ($270.5K/$742.2M)	QoQ -10.21% (-$30.8K) YoY +3.43% (+$9.0K)
(cusip464288158)✕	2.6K	QoQ -18.83% (-593) YoY NEW(+2.6K)	All Managers (Combined)	$269.9K	0.0% ($269.9K/$742.2M)	QoQ -18.74% (-$62.3K) YoY NEW(+$269.9K)
CBRE GROUP, INC.(CBREcusip12504L109)	2.1K	QoQ +0.43% (+9) YoY NEW(+2.1K)	All Managers (Combined)	$269.8K	0.0% ($269.8K/$742.2M)	QoQ +0.04% (+$129) YoY NEW(+$269.8K)
(VIOGcusip921932794)	2.5K	QoQ -5.12% (-134) YoY -6.93% (-185)	All Managers (Combined)	$265.3K	0.0% ($265.3K/$742.2M)	QoQ -12.81% (-$39.0K) YoY -11.52% (-$34.6K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.5K	QoQ -2.71% (-41) YoY +7.61% (+104)	All Managers (Combined)	$258.4K	0.0% ($258.4K/$742.2M)	QoQ -11.32% (-$33.0K) YoY +17.04% (+$37.6K)
Elevance Health, Inc.(ELVcusip036752103)	593	QoQ NEW(+593) YoY +25.63% (+121)	All Managers (Combined)	$257.9K	0.0% ($257.9K/$742.2M)	QoQ NEW(+$257.9K) YoY +5.38% (+$13.2K)