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 9 of 13

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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:9.8K

Value:$442.6K

% of Portfolio:0.1% ($442.6K/$742.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:5.6K

Value:$441.1K

% of Portfolio:0.1% ($441.1K/$742.2M)

STATE STREET CORP

STT|857477103

Shares:4.9K

Value:$438.2K

% of Portfolio:0.1% ($438.2K/$742.2M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:3.5K

Value:$435.4K

% of Portfolio:0.1% ($435.4K/$742.2M)

78464A854

SPLG|78464A854

Shares:6.5K

Value:$424.8K

% of Portfolio:0.1% ($424.8K/$742.2M)

464287705

IJJ|464287705

Shares:3.5K

Value:$420.8K

% of Portfolio:0.1% ($420.8K/$742.2M)

SOUTHERN CO

SO|842587107

Shares:4.6K

Value:$419.2K

% of Portfolio:0.1% ($419.2K/$742.2M)

67092P805

Shares:13.1K

Value:$418.4K

% of Portfolio:0.1% ($418.4K/$742.2M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:2.3K

Value:$417.1K

% of Portfolio:0.1% ($417.1K/$742.2M)

CSX CORP

CSX|126408103

Shares:14.1K

Value:$416.0K

% of Portfolio:0.1% ($416.0K/$742.2M)

Blackstone Inc.

BX|09260D107

Shares:3.0K

Value:$415.0K

% of Portfolio:0.1% ($415.0K/$742.2M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:3.4K

Value:$412.2K

% of Portfolio:0.1% ($412.2K/$742.2M)

CITIGROUP INC

C|172967424

Shares:5.8K

Value:$411.1K

% of Portfolio:0.1% ($411.1K/$742.2M)

46438F101

Shares:8.8K

Value:$409.8K

% of Portfolio:0.1% ($409.8K/$742.2M)

464287309

IVW|464287309

Shares:4.4K

Value:$405.9K

% of Portfolio:0.1% ($405.9K/$742.2M)

Cigna Group

CI|125523100

Shares:1.2K

Value:$397.1K

% of Portfolio:0.1% ($397.1K/$742.2M)

922908751

VB|922908751

Shares:1.8K

Value:$396.1K

% of Portfolio:0.1% ($396.1K/$742.2M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.9K

Value:$390.6K

% of Portfolio:0.1% ($390.6K/$742.2M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.7K

Value:$388.4K

% of Portfolio:0.1% ($388.4K/$742.2M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.6K

Value:$385.6K

% of Portfolio:0.1% ($385.6K/$742.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	9.8K	QoQ +9.01% (+807) YoY +20.43% (+1.7K)	All Managers (Combined)	$442.6K	0.1% ($442.6K/$742.2M)	QoQ +23.65% (+$84.7K) YoY +30.19% (+$102.7K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	5.6K	QoQ +4.10% (+222) YoY +10.64% (+542)	All Managers (Combined)	$441.1K	0.1% ($441.1K/$742.2M)	QoQ +10.10% (+$40.5K) YoY +19.72% (+$72.7K)
STATE STREET CORP(STTcusip857477103)	4.9K	QoQ -0.50% (-25) YoY +51.00% (+1.7K)	All Managers (Combined)	$438.2K	0.1% ($438.2K/$742.2M)	QoQ -9.23% (-$44.6K) YoY +74.87% (+$187.6K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	3.5K	QoQ -0.08% (-3) YoY +1.97% (+68)	All Managers (Combined)	$435.4K	0.1% ($435.4K/$742.2M)	QoQ +13.00% (-$50.1K) YoY +22.43% (+$79.8K)
(SPLGcusip78464A854)	6.5K	QoQ +0.32% (-21) YoY +1.34% (+86)	All Managers (Combined)	$424.8K	0.1% ($424.8K/$742.2M)	QoQ -4.29% (-$19.1K) YoY +8.32% (+$32.6K)
(IJJcusip464287705)	3.5K	QoQ +0.37% (-13) YoY NEW(+3.5K)	All Managers (Combined)	$420.8K	0.1% ($420.8K/$742.2M)	QoQ -3.83% (-$16.8K) YoY NEW(+$420.8K)
SOUTHERN CO(SOcusip842587107)	4.6K	QoQ +5.85% (+252) YoY +23.81% (+877)	All Managers (Combined)	$419.2K	0.1% ($419.2K/$742.2M)	QoQ +18.22% (+$64.6K) YoY +58.66% (+$155.0K)
(cusip67092P805)✕	13.1K	QoQ 0.00% (+0) YoY NEW(+13.1K)	All Managers (Combined)	$418.4K	0.1% ($418.4K/$742.2M)	QoQ +5.95% (+$23.5K) YoY NEW(+$418.4K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	2.3K	QoQ +1.17% (-27) YoY +39.14% (+653)	All Managers (Combined)	$417.1K	0.1% ($417.1K/$742.2M)	QoQ -3.03% (-$13.1K) YoY +43.53% (+$126.5K)
CSX CORP(CSXcusip126408103)	14.1K	QoQ -3.85% (-567) YoY -2.12% (-307)	All Managers (Combined)	$416.0K	0.1% ($416.0K/$742.2M)	QoQ -12.31% (-$58.4K) YoY -22.29% (-$119.4K)
Blackstone Inc.(BXcusip09260D107)	3.0K	QoQ -3.85% (-119) YoY +9.92% (+268)	All Managers (Combined)	$415.0K	0.1% ($415.0K/$742.2M)	QoQ -22.05% (-$117.4K) YoY +16.95% (+$60.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	3.4K	QoQ -2.25% (-78) YoY +37.95% (+931)	All Managers (Combined)	$412.2K	0.1% ($412.2K/$742.2M)	QoQ -1.45% (-$6.1K) YoY +65.67% (+$163.4K)
CITIGROUP INC(Ccusip172967424)	5.8K	QoQ +3.13% (+176) YoY +13.54% (+691)	All Managers (Combined)	$411.1K	0.1% ($411.1K/$742.2M)	QoQ +4.01% (+$15.9K) YoY +27.46% (+$88.6K)
(cusip46438F101)✕	8.8K	QoQ +27.42% (+1.9K) YoY NEW(+8.8K)	All Managers (Combined)	$409.8K	0.1% ($409.8K/$742.2M)	QoQ +12.43% (+$45.3K) YoY NEW(+$409.8K)
(IVWcusip464287309)	4.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$405.9K	0.1% ($405.9K/$742.2M)	QoQ -8.56% (-$38.0K) YoY +9.93% (+$36.7K)
Cigna Group(CIcusip125523100)	1.2K	QoQ +7.96% (+89) YoY +6.34% (-72)	All Managers (Combined)	$397.1K	0.1% ($397.1K/$742.2M)	QoQ +28.62% (+$88.4K) YoY -3.66% (-$15.1K)
(VBcusip922908751)	1.8K	QoQ -2.35% (-43) YoY +5.43% (+92)	All Managers (Combined)	$396.1K	0.1% ($396.1K/$742.2M)	QoQ -9.85% (-$43.3K) YoY +2.26% (+$8.8K)
DANAHER CORP /DE/(DHRcusip235851102)	1.9K	QoQ -9.71% (-205) YoY +7.38% (-131)	All Managers (Combined)	$390.6K	0.1% ($390.6K/$742.2M)	QoQ -19.37% (-$93.8K) YoY -11.84% (-$52.5K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.7K	QoQ +1.38% (+23) YoY +7.35% (+115)	All Managers (Combined)	$388.4K	0.1% ($388.4K/$742.2M)	QoQ +16.32% (+$54.5K) YoY +16.58% (+$55.3K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.6K	QoQ -1.63% (-27) YoY +4.35% (-68)	All Managers (Combined)	$385.6K	0.1% ($385.6K/$742.2M)	QoQ -0.73% (-$2.8K) YoY -3.01% (-$12.0K)