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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
ACNAccenture Plc Ireland
Recent Activity
Increased 76.9%
0.45%
$3.283M
9,333 shares@ $351.79 avg price
AVGOBroadcom Inc
Recent Activity
Increased 13.59%
0.42%
$3.078M
13,277 shares@ $231.84 avg price
TTEKTetra Tech Inc New
Recent Activity
Increased 367.45%
0.41%
$3.046M
76,460 shares@ $39.84 avg price
HDHome Depot Inc
Recent Activity
Increased 80.3%
0.37%
$2.701M
6,945 shares@ $388.99 avg price
ABTAbbott Labs
Recent Activity
Increased 172.97%
0.36%
$2.67M
23,609 shares@ $113.12 avg price
IWOIshares Tr
Recent Activity
Increased 6.22%
0.35%
$2.557M
8,886 shares@ $287.81 avg price
TSLATesla Inc
Recent Activity
Increased 11.31%
0.33%
$2.434M
6,027 shares@ $403.85 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 3.05%
0.33%
$2.399M
11,398 shares@ $210.46 avg price
LLYEli Lilly & Co
Recent Activity
Increased 11.92%
0.32%
$2.342M
3,033 shares@ $772.11 avg price
KOCoca Cola Co
Recent Activity
Increased 92.71%
0.3%
$2.215M
35,584 shares@ $62.26 avg price