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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
CIThe Cigna Group
Recent Activity
Decreased -5.73%
0.05%
$308,738
1,118 shares@ $276.16 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -0.16%
0.05%
$302,311
622 shares@ $486.04 avg price
ZTSZoetis Inc
Recent Activity
Decreased -13.46%
0.04%
$285,857
1,754 shares@ $162.98 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -5.22%
0.04%
$284,477
7,580 shares@ $37.53 avg price
PFEPfizer Inc
Recent Activity
Decreased -29.82%
0.04%
$283,930
10,702 shares@ $26.54 avg price
PSTGPure Storage Inc
Recent Activity
Decreased -3.85%
0.04%
$266,668
4,341 shares@ $61.44 avg price
OMCOmnicom Group Inc
Recent Activity
Decreased -0.32%
0.04%
$262,436
3,050 shares@ $86.05 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -0.14%
0.04%
$255,653
692 shares@ $369.45 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -8.75%
0.04%
$255,015
2,022 shares@ $126.13 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -3.52%
0.03%
$220,680
548 shares@ $402.71 avg price