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 8 of 13

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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.1K

Value:$509.6K

% of Portfolio:0.1% ($509.6K/$742.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.5K

Value:$508.6K

% of Portfolio:0.1% ($508.6K/$742.2M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:7.7K

Value:$499.4K

% of Portfolio:0.1% ($499.4K/$742.2M)

33733B100

Shares:4.9K

Value:$496.9K

% of Portfolio:0.1% ($496.9K/$742.2M)

PPG INDUSTRIES INC

PPG|693506107

Shares:4.5K

Value:$491.5K

% of Portfolio:0.1% ($491.5K/$742.2M)

46137V142

Shares:7.6K

Value:$487.8K

% of Portfolio:0.1% ($487.8K/$742.2M)

SEACOAST BANKING CORP OF FLORIDA

SBCF|811707801

Shares:18.9K

Value:$486.6K

% of Portfolio:0.1% ($486.6K/$742.2M)

INTUIT INC.

INTU|461202103

Shares:781

Value:$479.5K

% of Portfolio:0.1% ($479.5K/$742.2M)

AFLAC INC

AFL|001055102

Shares:4.3K

Value:$478.2K

% of Portfolio:0.1% ($478.2K/$742.2M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.8K

Value:$473.8K

% of Portfolio:0.1% ($473.8K/$742.2M)

464287804

IJR|464287804

Shares:4.5K

Value:$471.6K

% of Portfolio:0.1% ($471.6K/$742.2M)

S&P Global Inc.

SPGI|78409V104

Shares:923

Value:$469.0K

% of Portfolio:0.1% ($469.0K/$742.2M)

464287101

Shares:1.7K

Value:$467.0K

% of Portfolio:0.1% ($467.0K/$742.2M)

464288323

Shares:8.8K

Value:$466.0K

% of Portfolio:0.1% ($466.0K/$742.2M)

MOODYS CORP /DE/

MCO|615369105

Shares:1.0K

Value:$465.7K

% of Portfolio:0.1% ($465.7K/$742.2M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.5K

Value:$463.9K

% of Portfolio:0.1% ($463.9K/$742.2M)

DEERE & CO

DE|244199105

Shares:982

Value:$460.9K

% of Portfolio:0.1% ($460.9K/$742.2M)

464288646

Shares:8.6K

Value:$449.9K

% of Portfolio:0.1% ($449.9K/$742.2M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:7.5K

Value:$449.3K

% of Portfolio:0.1% ($449.3K/$742.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.9K

Value:$447.4K

% of Portfolio:0.1% ($447.4K/$742.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.1K	QoQ +3.57% (+245) YoY +21.35% (+1.2K)	All Managers (Combined)	$509.6K	0.1% ($509.6K/$742.2M)	QoQ +5.86% (+$28.2K) YoY +50.30% (+$170.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.5K	QoQ +4.78% (+116) YoY +16.82% (+366)	All Managers (Combined)	$508.6K	0.1% ($508.6K/$742.2M)	QoQ +25.74% (+$104.1K) YoY +33.22% (+$126.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	7.7K	QoQ +2.44% (-183) YoY +118.15% (+4.1K)	All Managers (Combined)	$499.4K	0.1% ($499.4K/$742.2M)	QoQ -21.67% (-$138.2K) YoY +112.49% (+$264.4K)
(cusip33733B100)✕	4.9K	QoQ -16.40% (-968) YoY -16.40% (-968)	All Managers (Combined)	$496.9K	0.1% ($496.9K/$742.2M)	QoQ -17.49% (-$105.4K) YoY -17.53% (-$105.7K)
PPG INDUSTRIES INC(PPGcusip693506107)	4.5K	QoQ -6.35% (-305) YoY -9.35% (-464)	All Managers (Combined)	$491.5K	0.1% ($491.5K/$742.2M)	QoQ -14.27% (-$81.8K) YoY -31.59% (-$227.0K)
(cusip46137V142)✕	7.6K	QoQ -16.51% (-1.5K) YoY -16.51% (-1.5K)	All Managers (Combined)	$487.8K	0.1% ($487.8K/$742.2M)	QoQ -18.12% (-$108.0K) YoY -19.08% (-$115.0K)
SEACOAST BANKING CORP OF FLORIDA(SBCFcusip811707801)	18.9K	QoQ -16.23% (-3.7K) YoY -23.93% (-6.0K)	All Managers (Combined)	$486.6K	0.1% ($486.6K/$742.2M)	QoQ -21.71% (-$134.9K) YoY -22.91% (-$144.7K)
INTUIT INC.(INTUcusip461202103)	781	QoQ +10.15% (+72) YoY +29.09% (+176)	All Managers (Combined)	$479.5K	0.1% ($479.5K/$742.2M)	QoQ +7.61% (+$33.9K) YoY +21.93% (+$86.3K)
AFLAC INC(AFLcusip001055102)	4.3K	QoQ -0.20% (-9) YoY -0.76% (-33)	All Managers (Combined)	$478.2K	0.1% ($478.2K/$742.2M)	QoQ +7.26% (-$32.4K) YoY +28.52% (-$106.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.8K	QoQ -19.14% (-417) YoY -12.03% (-241)	All Managers (Combined)	$473.8K	0.1% ($473.8K/$742.2M)	QoQ -26.70% (-$172.6K) YoY +3.94% (-$18.0K)
(IJRcusip464287804)	4.5K	QoQ -4.04% (-190) YoY -5.60% (-268)	All Managers (Combined)	$471.6K	0.1% ($471.6K/$742.2M)	QoQ -12.90% (-$69.9K) YoY -10.69% (-$56.4K)
S&P Global Inc.(SPGIcusip78409V104)	923	QoQ -44.73% (-747) YoY -34.35% (-483)	All Managers (Combined)	$469.0K	0.1% ($469.0K/$742.2M)	QoQ -43.60% (-$362.7K) YoY -21.59% (-$129.2K)
(cusip464287101)✕	1.7K	QoQ +0.05% (-1) YoY +64.81% (+678)	All Managers (Combined)	$467.0K	0.1% ($467.0K/$742.2M)	QoQ -6.16% (-$30.7K) YoY +80.53% (+$208.3K)
(cusip464288323)✕	8.8K	QoQ 0.00% (-0) YoY +41.66% (+2.6K)	All Managers (Combined)	$466.0K	0.1% ($466.0K/$742.2M)	QoQ -1.07% (-$5.0K) YoY +38.61% (+$129.8K)
MOODYS CORP /DE/(MCOcusip615369105)	1.0K	QoQ -0.99% (-10) YoY +15.20% (+132)	All Managers (Combined)	$465.7K	0.1% ($465.7K/$742.2M)	QoQ -2.59% (-$12.4K) YoY +36.50% (+$124.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.5K	QoQ +11.09% (-451) YoY +18.22% (-696)	All Managers (Combined)	$463.9K	0.1% ($463.9K/$742.2M)	QoQ -5.50% (-$27.0K) YoY -32.70% (-$225.4K)
DEERE & CO(DEcusip244199105)	982	QoQ +2.71% (+26) YoY -2.67% (-27)	All Managers (Combined)	$460.9K	0.1% ($460.9K/$742.2M)	QoQ +13.78% (+$55.8K) YoY +11.21% (-$46.5K)
(cusip464288646)✕	8.6K	QoQ +0.53% (+46) YoY +5.60% (+456)	All Managers (Combined)	$449.9K	0.1% ($449.9K/$742.2M)	QoQ +1.83% (+$8.1K) YoY +7.84% (+$32.7K)
ALTRIA GROUP, INC.(MOcusip02209S103)	7.5K	QoQ +1.53% (+113) YoY NEW(+7.5K)	All Managers (Combined)	$449.3K	0.1% ($449.3K/$742.2M)	QoQ +16.54% (+$63.8K) YoY NEW(+$449.3K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.9K	QoQ -5.32% (-164) YoY +19.77% (+481)	All Managers (Combined)	$447.4K	0.1% ($447.4K/$742.2M)	QoQ -5.34% (-$25.3K) YoY +8.68% (+$35.8K)