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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
GOOGLAlphabet Inc
Recent Activity
Increased 12.76%
0.71%
$5.277M
27,878 shares@ $189.3 avg price
GOOGAlphabet Inc
Recent Activity
Increased 113.37%
0.71%
$5.272M
27,682 shares@ $190.45 avg price
JNJJohnson & Johnson
Recent Activity
Increased 92.33%
0.67%
$4.928M
34,076 shares@ $144.62 avg price
VVisa Inc
Recent Activity
Increased 49.89%
0.64%
$4.713M
14,911 shares@ $316.06 avg price
ABBVAbbvie Inc
Recent Activity
Increased 136.46%
0.58%
$4.281M
24,090 shares@ $177.7 avg price
METAMeta Platforms Inc
Recent Activity
Increased 10.88%
0.54%
$3.963M
6,768 shares@ $585.52 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 121.7%
0.51%
$3.776M
12,898 shares@ $292.74 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 41.88%
0.5%
$3.695M
34,349 shares@ $107.57 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.91%
0.49%
$3.626M
7,999 shares@ $453.29 avg price
SUSAIshares Tr
Recent Activity
Increased 0.41%
0.47%
$3.433M
28,233 shares@ $121.59 avg price