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Jane Michener

@Relyea Zuckerberg Hanson Llc

Latest period2024 - Q4ReportedManaged Assets$743.55MTotal holdings254
Assets growth rate13.15%Assets growth rate (2-Q avg)11.69%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Relyea Zuckerberg Hanson Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 254 positions.

Assets under management

The assets under management (AUM) of Relyea Zuckerberg Hanson Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 743.55M in assets, with a quarterly growth rate of 13.15% and a 2-quarter average growth rate of 11.69%. The portfolio is managed by Jane Michener, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWBIshares Tr
Recent Activity
New Position
0.94%
$6.922M
21,487 shares@ $322.17 avg price
VEUVanguard Intl Equity Index F
Recent Activity
New Position
0.16%
$1.182M
20,594 shares@ $57.41 avg price
ARESAres Management Corporation
Recent Activity
New Position
0.13%
$909,946
5,140 shares@ $177.04 avg price
PULSPgim Etf Tr
Recent Activity
New Position
0.13%
$901,194
18,188 shares@ $49.55 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.12%
$858,582
838 shares@ $1024.57 avg price
GLDMWorld Gold Tr
Recent Activity
New Position
0.08%
$581,248
11,180 shares@ $51.99 avg price
NUDMNushares Etf Tr
Recent Activity
New Position
0.06%
$394,928
13,138 shares@ $30.06 avg price
MOAltria Group Inc
Recent Activity
New Position
0.06%
$385,521
7,373 shares@ $52.29 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.06%
$374,520
4,952 shares@ $75.64 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.05%
$364,454
6,870 shares@ $53.06 avg price