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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
VCSHVanguard Scottsdale Fds
Recent Activity
Exited
0%
$882,753
11,115 shares@ $79.42 avg price
BOXXEa Series Trust
Recent Activity
Exited
0%
$377,952
3,470 shares@ $108.92 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$372,240
3,126 shares@ $119.08 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$369,604
389 shares@ $950.14 avg price
MDLZMondelez Intl Inc
Recent Activity
Exited
0%
$342,758
4,653 shares@ $73.67 avg price
BABoeing Co
Recent Activity
Exited
0%
$325,518
2,141 shares@ $152.05 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$270,945
521 shares@ $520.05 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$254,623
312 shares@ $816.1 avg price
PLDPrologis Inc.
Recent Activity
Exited
0%
$249,425
1,975 shares@ $126.3 avg price
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$235,415
1,445 shares@ $162.92 avg price