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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Relyea-Zuckerberg-Hanson
Data Enrichment
87% identified218 identified34 unidentified
Holdings
252 positions • $742.2M total value
Manager:
Search and click to pin securities to the top
Page 13 of 13
Shares:1.9K
Value:$212.0K
% of Portfolio:0.0% ($212.0K/$742.2M)
46137V100
Shares:1.7K
Value:$200.7K
% of Portfolio:0.0% ($200.7K/$742.2M)
Shares:23.1K
Value:$109.8K
% of Portfolio:0.0% ($109.8K/$742.2M)
Shares:23.1K
Value:$70.6K
% of Portfolio:0.0% ($70.6K/$742.2M)
Shares:19.5K
Value:$39.0K
% of Portfolio:0.0% ($39.0K/$742.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
3.3K | QoQ +6.81% (+211)YoY NEW(+3.3K) | All Managers (Combined) | $217.1K | 0.0% ($217.1K/$742.2M) | YoY NEW(+$217.1K) | |
1.9K | QoQ NEW(+1.9K) YoY NEW(+1.9K) | All Managers (Combined) | $212.0K | 0.0% ($212.0K/$742.2M) | QoQ NEW(+$212.0K) YoY NEW(+$212.0K) | |
SYSCO CORP(SYYcusip871829107) | 2.8K | QoQ -2.09% (-60)YoY +3.62% (-98) | All Managers (Combined) | $210.4K | 0.0% ($210.4K/$742.2M) | |
2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $205.4K | 0.0% ($205.4K/$742.2M) | QoQ NEW(+$205.4K) YoY NEW(+$205.4K) | |
US BANCORP \DE\(USBcusip902973304) | 4.8K | QoQ +8.89% (-392)YoY NEW(+4.8K) | All Managers (Combined) | $202.7K | 0.0% ($202.7K/$742.2M) | YoY NEW(+$202.7K) |
(cusip46137V100)✕ | 1.7K | All Managers (Combined) | $200.7K | 0.0% ($200.7K/$742.2M) | ||
17.6K | All Managers (Combined) | $129.0K | 0.0% ($129.0K/$742.2M) | |||
23.1K | QoQ NEW(+23.1K) YoY NEW(+23.1K) | All Managers (Combined) | $109.8K | 0.0% ($109.8K/$742.2M) | QoQ NEW(+$109.8K) YoY NEW(+$109.8K) | |
SFL Corp Ltd.(SFLcusipG7738W106) | 12.6K | YoY NEW(+12.6K) | All Managers (Combined) | $103.7K | 0.0% ($103.7K/$742.2M) | YoY NEW(+$103.7K) |
23.1K | QoQ 0.00% (-0)YoY +2.06% (+468) | All Managers (Combined) | $70.6K | 0.0% ($70.6K/$742.2M) | ||
19.5K | All Managers (Combined) | $39.0K | 0.0% ($39.0K/$742.2M) | |||
11.3K | All Managers (Combined) | $5.1K | 0.0% ($5.1K/$742.2M) |