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  Name: Relyea Zuckerberg Hanson LLC
  City: STAMFORD
  State: CT
  Zip: 06901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $657,182,000
  Total Value Change : $60,988,000
  Securities Held Change : 11
   
All Securities Held : 246
  New Positions : 11
  Closed Positions : 5
  Increased Positions : 126
  Unchanged Positions : 26
  Decreased Positions : 83

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Holdings Found : 26     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SBLK)1 Year Chart         SBLK Star Bulk Carriers Corp 31 - $19.17 $3,784,000 159,730 0.58% -110,000 0 0.166    Water Transportation
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 35 - $257.50 $3,446,000 14,178 0.52% 398,000 0 0.003    Closed - End Fund - E...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 63 - $52.65 $1,566,000 31,505 0.24% 182,000 0 0.002    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 82 - $582.67 $993,000 1,722 0.15% 51,000 0 0    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 99 - $79.71 $714,000 8,536 0.11% 45,000 0 0.001    Closed - End Fund - E...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 104 - $682,600.00 $691,000 1 0.11% 79,000 0 0    Property & Casualty I...
   (FIW)1 Year Chart         FIW First Trust ISE Water 112 - $106.60 $645,000 5,902 0.1% 55,000 0 0.066    Closed - End Fund - Debt
   (PHO)1 Year Chart         PHO Invesco Water Resource Port 113 - $69.07 $639,000 9,055 0.1% 51,000 0 0.033    Closed - End Fund - Debt
   (SBCF)1 Year Chart         SBCF Seacoast Banking Corp Of Fl... 121 - $27.34 $602,000 22,575 0.09% 68,000 0 0.03    Domestic Regional Banks
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 125 - $115.81 $559,000 4,778 0.09% 49,000 0 0.001    Closed - End Fund - E...
   (DHS)1 Year Chart         DHS WisdomTree Trust High-Yield... 136 - $82.50 $494,000 5,262 0.08% 49,000 0 0.048    Closed - End Fund - E...
   (III)1 Year Chart         III Information Services Group ... 140 - $3.14 $474,000 143,575 0.07% 52,000 0 0    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 156 - $97.93 $419,000 4,372 0.06% 14,000 0 0.001    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 166 - $107.02 $386,000 3,552 0.06% 8,000 0 0    Closed - End Fund - E...
   (NYF)1 Year Chart         NYF iShares S&P NY AMT-Free Mun... 185 - $53.52 $339,000 6,247 0.05% 5,000 0 0.075    N/A
   (NULV)1 Year Chart         NULV Nushares Esg Large Cap Valu... 199 - $0.00 $293,000 7,012 0.04% 28,000 0 0.004    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 201 - $0.00 $289,000 1,611 0.04% 14,000 0 0    N/A
   (ICF)1 Year Chart         ICF iShares Tr Cohen & Steers 216 - $0.00 $250,000 3,800 0.04% 32,000 0 0.002    Closed - End Fund - E...
   (CRBN)1 Year Chart         CRBN Ishares Msci Acwi Low Carbo... 236 - $0.00 $217,000 1,108 0.03% 14,000 0 0.003    N/A
   (MUE)1 Year Chart         MUE Blackrock Muniholdings Insu... 239 - $10.25 $160,000 14,937 0.02% 8,000 0 0.066    Closed - End Fund - Debt
   (OCUL)1 Year Chart         OCUL Ocular Therapeutix, Inc 240 - $0.00 $153,000 17,600 0.02% 33,000 0 0.011    N/A
   (LVO)1 Year Chart         LVO Liveone Ord Shs 241 - $3.07 $150,000 158,137 0.02% -98,000 0 0.22    N/A
   (SFL)1 Year Chart         SFL SFL Corp Ltd 242 - $10.59 $126,000 10,896 0.02% -25,000 0 0.01    Water Transportation
   (ETWO)1 Year Chart         ETWO E2open Parent Holdings Ord ... 244 - $0.00 $86,000 19,517 0.01% -2,000 0 0.005    N/A
   (GSAT)1 Year Chart         GSAT Globalstar, Inc. 245 - $1.07 $25,000 20,000 0% 3,000 0 0.001    Wireless Communications
   (AMRN)1 Year Chart         AMRN Amarin Corp Plc 246 - $0.60 $7,000 11,318 0% -1,000 0 0.003    Drug Manufacturers - ...

      26 Records Found
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