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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
IJRIshares Tr
Recent Activity
Decreased -1.63%
0.08%
$541,478
4,700 shares@ $115.21 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -2.7%
0.07%
$490,891
4,064 shares@ $120.8 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.98%
0.07%
$484,419
2,110 shares@ $229.59 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -7.63%
0.06%
$440,552
4,828 shares@ $91.25 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.37%
0.06%
$420,673
1,614 shares@ $260.65 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -3.52%
0.05%
$357,950
8,951 shares@ $39.99 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -1.66%
0.05%
$333,912
1,655 shares@ $201.76 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -29.14%
0.05%
$330,016
7,494 shares@ $44.04 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Decreased -34.29%
0.05%
$325,404
2,836 shares@ $114.75 avg price
CARRCarrier Global Corporation
Recent Activity
Decreased -1.05%
0.05%
$318,600
4,667 shares@ $68.27 avg price