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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
ABNBAirbnb Inc
Recent Activity
Increased 5.1%
0.1%
$731,428
5,566 shares@ $131.41 avg price
ECLEcolab Inc
Recent Activity
Increased 8.48%
0.1%
$708,134
3,022 shares@ $234.33 avg price
LINLinde Plc
Recent Activity
Increased 2.22%
0.1%
$675,098
1,612 shares@ $418.8 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 201.24%
0.1%
$675,052
24,361 shares@ $27.72 avg price
DISDisney Walt Co
Recent Activity
Increased 4.15%
0.09%
$652,201
5,857 shares@ $111.36 avg price
AXPAmerican Express Co
Recent Activity
Increased 2.21%
0.09%
$646,409
2,178 shares@ $296.8 avg price
EFAIshares Tr
Recent Activity
Increased 0.16%
0.09%
$646,355
8,549 shares@ $75.61 avg price
RTXRtx Corporation
Recent Activity
Increased 2.19%
0.09%
$644,264
5,567 shares@ $115.73 avg price
TAt&t Inc
Recent Activity
Increased 32.31%
0.09%
$637,742
28,008 shares@ $22.77 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 113.8%
0.09%
$637,565
7,470 shares@ $85.36 avg price