Jane Michener

@Relyea Zuckerberg Hanson Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$743.55M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMTAmerican Tower Corp New Recent Activity Exited	0%	$230,245 990 shares@ $232.58 avg price	Exited
COPConocophillips Recent Activity Exited	0%	$229,630 2,181 shares@ $105.29 avg price	Exited
NTLAIntellia Therapeutics Inc Recent Activity Exited	0%	$228,701 11,129 shares@ $20.56 avg price	Exited
MUMicron Technology Inc Recent Activity Exited	0%	$202,131 1,949 shares@ $103.72 avg price	Exited
MUEBlackrock Muniholdings Quali Recent Activity Exited	0%	$159,681 14,937 shares@ $10.7 avg price	Exited
LVOLiveone Inc Recent Activity Exited	0%	$150,040 158,137 shares@ $0.95 avg price	Exited