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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
EMXCIshares Inc
Recent Activity
Decreased -8.3%
0.46%
$3.402M
61,351 shares@ $55.46 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -17.54%
0.39%
$2.831M
11,691 shares@ $242.14 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -10.62%
0.32%
$2.323M
4,592 shares@ $505.85 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.15%
0.28%
$2.062M
3,316 shares@ $621.89 avg price
SBLKStar Bulk Carriers Corp.
Recent Activity
Decreased -21.5%
0.26%
$1.874M
125,377 shares@ $14.96 avg price
IWMIshares Tr
Recent Activity
Decreased -0.58%
0.24%
$1.758M
7,956 shares@ $220.97 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.83%
0.24%
$1.755M
11,541 shares@ $152.07 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -7.4%
0.23%
$1.685M
32,946 shares@ $51.14 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -0.48%
0.22%
$1.562M
7,354 shares@ $212.43 avg price
IWNIshares Tr
Recent Activity
Decreased -6.02%
0.21%
$1.49M
9,073 shares@ $164.18 avg price