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:

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464287630

IWN|464287630

Shares:8.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$742.2M)

UNION PACIFIC CORP

UNP|907818108

Shares:4.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$742.2M)

92206C680

VONG|92206C680

Shares:12.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$742.2M)

921946406

VYM|921946406

Shares:8.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$742.2M)

46429B747

Shares:11.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$742.2M)

Philip Morris International Inc.

PM|718172109

Shares:7.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$742.2M)

MORGAN STANLEY

MS|617446448

Shares:9.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$742.2M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.0K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$742.2M)

98149E303

Shares:16.8K

Value:$1.0M