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 3 of 13

Sort by:

81369Y704

Shares:27.5K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$742.2M)

SPDR GOLD TRUST

GLD|78463V107

Shares:11.7K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$742.2M)

464288802

Shares:28.2K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$742.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:23.7K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$742.2M)

Accenture plc

ACN|G1151C101

Shares:8.8K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$742.2M)

81369Y407

Shares:13.8K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$742.2M)

COCA COLA CO

KO|191216100

Shares:37.1K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$742.2M)

ELI LILLY & Co

LLY|532457108

Shares:3.1K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$742.2M)

HOME DEPOT, INC.

HD|437076102

Shares:6.9K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$742.2M)

Broadcom Inc.

AVGO|11135F101

Shares:13.8K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$742.2M)

TETRA TECH INC

TTEK|88162G103

Shares:77.7K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$742.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.2K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$742.2M)

464287648

IWO|464287648

Shares:8.6K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$742.2M)

46434G764

EMXC|46434G764

Shares:39.6K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$742.2M)

46138G649

Shares:10.8K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$742.2M)

Mastercard Inc

MA|57636Q104

Shares:3.8K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$742.2M)

921908844

VIG|921908844

Shares:10.5K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$742.2M)

Star Bulk Carriers Corp.

SBLK|Y8162K204

Shares:125.4K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$742.2M)

808524201

SCHX|808524201

Shares:88.3K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$742.2M)

MCDONALDS CORP

MCD|580135101

Shares:6.2K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$742.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y704)✕	27.5K	QoQ -9.56% (-2.9K) YoY +651.62% (+23.8K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$742.2M)	QoQ -10.03% (-$402.3K) YoY +682.11% (+$3.1M)
SPDR GOLD TRUST(GLDcusip78463V107)	11.7K	QoQ 0.00% (+0) YoY -20.72% (-3.1K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$742.2M)	QoQ +19.00% (+$537.9K) YoY +11.03% (-$334.7K)
(cusip464288802)✕	28.2K	QoQ 0.00% (-0) YoY -7.16% (-2.2K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$742.2M)	QoQ -5.52% (-$189.7K) YoY -2.31% (-$77.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	23.7K	QoQ +0.45% (+108) YoY +161.92% (+14.7K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$742.2M)	QoQ +17.81% (+$475.7K) YoY +205.68% (+$2.1M)
Accenture plc(ACNcusipG1151C101)	8.8K	QoQ -5.68% (-531) YoY +71.27% (+3.7K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$742.2M)	QoQ -16.34% (-$536.7K) YoY +54.20% (+$965.4K)
(cusip81369Y407)✕	13.8K	QoQ 0.00% (-1) YoY +629.76% (+11.9K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$742.2M)	QoQ -11.98% (-$369.7K) YoY +683.61% (+$2.4M)
COCA COLA CO(KOcusip191216100)	37.1K	QoQ +4.16% (+1.5K) YoY +129.41% (+20.9K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$742.2M)	QoQ +19.82% (+$439.2K) YoY +168.56% (+$1.7M)
ELI LILLY & Co(LLYcusip532457108)	3.1K	QoQ +3.72% (+113) YoY +27.11% (+671)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$742.2M)	QoQ +10.96% (+$256.8K) YoY +34.96% (+$673.2K)
HOME DEPOT, INC.(HDcusip437076102)	6.9K	QoQ -1.13% (-79) YoY +81.83% (+3.1K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$742.2M)	QoQ -6.85% (-$185.3K) YoY +73.71% (+$1.1M)
Broadcom Inc.(AVGOcusip11135F101)	13.8K	QoQ +3.99% (-530) YoY +1350.31% (+12.9K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$742.2M)	QoQ -24.89% (-$766.4K) YoY +83.26% (+$1.1M)
TETRA TECH INC(TTEKcusip88162G103)	77.7K	QoQ +1.57% (-1.2K) YoY +2277.98% (+74.4K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$742.2M)	QoQ -25.42% (-$774.5K) YoY +276.56% (+$1.7M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.2K	QoQ -8.18% (-376) YoY -28.22% (-1.7K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$742.2M)	QoQ -4.94% (-$114.8K) YoY -24.00% (-$697.6K)
(IWOcusip464287648)	8.6K	QoQ -3.31% (-295) YoY -6.94% (-641)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$742.2M)	QoQ -14.16% (-$362.2K) YoY -12.18% (-$304.6K)
(EMXCcusip46434G764)	39.6K	QoQ -35.40% (-21.7K) YoY -56.22% (-50.9K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$742.2M)	QoQ -35.82% (-$1.2M) YoY -58.10% (-$3.0M)
(cusip46138G649)✕	10.8K	QoQ -5.48% (-625) YoY NEW(+10.8K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$742.2M)	QoQ -13.31% (-$319.5K) YoY NEW(+$2.1M)
Mastercard Inc(MAcusip57636Q104)	3.8K	QoQ +2.30% (+85) YoY +9.68% (+333)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$742.2M)	QoQ +6.49% (+$126.0K) YoY +24.84% (+$411.3K)
(VIGcusip921908844)	10.5K	QoQ +0.02% (-3) YoY +30.76% (+2.5K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$742.2M)	QoQ -0.91% (-$19.0K) YoY +38.91% (+$572.8K)
Star Bulk Carriers Corp.(SBLKcusipY8162K204)	125.4K	QoQ 0.00% (+0) YoY NEW(+125.4K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$742.2M)	QoQ +4.08% (+$76.5K) YoY NEW(+$2.0M)
(SCHXcusip808524201)	88.3K	QoQ +0.27% (-238) YoY +203.38% (+59.2K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$742.2M)	QoQ -4.48% (-$91.6K) YoY +7.93% (+$143.5K)
MCDONALDS CORP(MCDcusip580135101)	6.2K	QoQ +1.70% (+104) YoY +9.47% (+536)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$742.2M)	QoQ +9.60% (+$169.4K) YoY +21.29% (+$339.6K)