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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
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Increased 10.95%
0.09%
$628,694
5,050 shares@ $124.5 avg price
CATCaterpillar Inc
Recent Activity
Increased 6.84%
0.09%
$612,661
1,689 shares@ $362.74 avg price
ADBEAdobe Inc
Recent Activity
Increased 17.06%
0.09%
$607,433
1,366 shares@ $444.69 avg price
LOWLowes Cos Inc
Recent Activity
Increased 45.65%
0.09%
$607,219
2,460 shares@ $246.84 avg price
NEENextera Energy Inc
Recent Activity
Increased 4.38%
0.09%
$604,204
8,428 shares@ $71.7 avg price
PGRProgressive Corp
Recent Activity
Increased 0.74%
0.08%
$592,886
2,474 shares@ $239.65 avg price
MMM3m Co
Recent Activity
Increased 131.03%
0.08%
$580,662
4,498 shares@ $129.1 avg price
INTCIntel Corp
Recent Activity
Increased 211.64%
0.08%
$579,404
28,898 shares@ $20.05 avg price
PAYXPaychex Inc
Recent Activity
Increased 0.67%
0.08%
$575,743
4,106 shares@ $140.22 avg price
PPGPpg Inds Inc
Recent Activity
Increased 3.48%
0.08%
$573,336
4,800 shares@ $119.45 avg price