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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
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.29%
0.19%
$1.369M
10,728 shares@ $127.6 avg price
MRKMerck & Co Inc
Recent Activity
Increased 36.08%
0.16%
$1.175M
11,811 shares@ $99.48 avg price
UNPUnion Pac Corp
Recent Activity
Increased 2.05%
0.15%
$1.103M
4,837 shares@ $228.06 avg price
IVVIshares Tr
Recent Activity
Increased 6.63%
0.15%
$1.081M
1,836 shares@ $588.57 avg price
AMATApplied Matls Inc
Recent Activity
Increased 0.83%
0.15%
$1.058M
6,503 shares@ $162.64 avg price
VIOVVanguard Admiral Fds Inc
Recent Activity
Increased 3.33%
0.14%
$997,606
10,689 shares@ $93.34 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 2.21%
0.14%
$983,484
9,521 shares@ $103.3 avg price
SYKStryker Corporation
Recent Activity
Increased 3.66%
0.13%
$929,897
2,583 shares@ $360.01 avg price
NFLXNetflix Inc
Recent Activity
Increased 4.41%
0.13%
$929,647
1,043 shares@ $891.33 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 300.28%
0.13%
$921,679
33,071 shares@ $27.87 avg price