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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
MSMorgan Stanley
Recent Activity
Decreased 0%
0.2%
$1.431M
11,382 shares@ $125.72 avg price
ESMLIshares Tr
Recent Activity
Decreased -2.08%
0.19%
$1.406M
33,433 shares@ $42.05 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -5.58%
0.18%
$1.337M
2,335 shares@ $572.64 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -3.65%
0.18%
$1.326M
14,850 shares@ $89.32 avg price
CBChubb Limited
Recent Activity
Decreased -0.2%
0.17%
$1.226M
4,438 shares@ $276.3 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.32%
0.17%
$1.191M
5,274 shares@ $225.88 avg price
MCKMckesson Corp
Recent Activity
Decreased -2.97%
0.12%
$853,727
1,498 shares@ $569.92 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -0.36%
0.12%
$843,792
1,622 shares@ $520.22 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -3.72%
0.11%
$744,359
13,112 shares@ $56.77 avg price
YUMYum Brands Inc
Recent Activity
Decreased -6.7%
0.08%
$569,652
4,246 shares@ $134.17 avg price