Director of Operations

0001793691-24-000004.txt : 20240717 0001793691-24-000004.hdr.sgml : 20240717 20240717103808 ACCESSION NUMBER: 0001793691-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240717 DATE AS OF CHANGE: 20240717 EFFECTIVENESS DATE: 20240717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Relyea Zuckerberg Hanson LLC CENTRAL INDEX KEY: 0001793691 ORGANIZATION NAME: IRS NUMBER: 061571660 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19656 FILM NUMBER: 241121284 BUSINESS ADDRESS: STREET 1: ONE LANDMARK SQUARE STREET 2: 11TH FLOOR CITY: STAMFORD STATE: CT ZIP: 06901 BUSINESS PHONE: 203-355-0880 MAIL ADDRESS: STREET 1: ONE LANDMARK SQUARE STREET 2: 11TH FLOOR CITY: STAMFORD STATE: CT ZIP: 06901 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001793691 XXXXXXXX 06-30-2024 06-30-2024 Relyea Zuckerberg Hanson LLC

ONE LANDMARK SQUARE 11TH FLOOR STAMFORD CT 06901

13F HOLDINGS REPORT 028-19656 N Jane Michener Director of Operations 203-355-0883 Jane Michener Stamford CT 07-17-2024 0 235 596195314 false INFORMATION TABLE 2 RZHAdvisors_13f.xml ABBOTT LABS COM 002824100 1004221 9664 SH SOLE 0 42 0 9622 ABBVIE INC COM 00287Y109 1710209 9971 SH SOLE 0 88 0 9883 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1535485 5061 SH SOLE 0 27 0 5034 ADOBE INC COM 00724F101 625538 1126 SH SOLE 0 34 0 1092 ADVANCED MICRO DEVICES INC COM 007903107 665710 4104 SH SOLE 0 106 0 3998 AFLAC INC COM 001055102 397859 4455 SH SOLE 0 63 0 4392 AIRBNB INC COM CL A 009066101 803336 5298 SH SOLE 0 21 0 5277 ALPHABET INC CAP STK CL C 02079K107 2457234 13397 SH SOLE 0 0 0 13397 ALPHABET INC CAP STK CL A 02079K305 4645772 25505 SH SOLE 0 566 0 24939 AMARIN CORP PLC SPONS ADR NEW 023111206 7787 11318 SH SOLE 0 0 0 11318 AMAZON COM INC COM 023135106 5777982 29899 SH SOLE 0 463 0 29436 AMERICAN EXPRESS CO COM 025816109 476530 2058 SH SOLE 0 482 0 1576 AMERICAN WTR WKS CO INC NEW COM 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COM 46625H100 4064448 20095 SH SOLE 0 184 0 19911 LAM RESEARCH CORP COM 512807108 297096 279 SH SOLE 0 0 0 279 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1296435 1028917 SH SOLE 0 0 0 1028917 LINDE PLC SHS G54950103 743513 1694 SH SOLE 0 25 0 1669 LIVEONE INC COM 53814X102 248275 158137 SH SOLE 0 0 0 158137 LOCKHEED MARTIN CORP COM 539830109 314116 672 SH SOLE 0 10 0 662 LOWES COS INC COM 548661107 356565 1617 SH SOLE 0 72 0 1545 MARATHON PETE CORP COM 56585A102 251383 1449 SH SOLE 0 22 0 1427 MARSH & MCLENNAN COS INC COM 571748102 1631910 7744 SH SOLE 0 47 0 7697 MASTERCARD INCORPORATED CL A 57636Q104 1556062 3527 SH SOLE 0 37 0 3490 MCDONALDS CORP COM 580135101 1432754 5622 SH SOLE 0 21 0 5601 MCKESSON CORP COM 58155Q103 912270 1562 SH SOLE 0 4 0 1558 MERCK & CO INC COM 58933Y105 1149662 9286 SH SOLE 0 627 0 8659 META PLATFORMS INC CL A 30303M102 2970685 5892 SH SOLE 0 120 0 5772 MICRON TECHNOLOGY INC COM 595112103 235044 1787 SH SOLE 0 50 0 1737 MICROSOFT CORP COM 594918104 14747468 32996 SH SOLE 0 405 0 32591 MONDELEZ INTL INC CL A 609207105 295819 4520 SH SOLE 0 490 0 4030 MOODYS CORP COM 615369105 406621 966 SH SOLE 0 18 0 948 MORGAN STANLEY COM NEW 617446448 1109424 11415 SH SOLE 0 28 0 11387 NETFLIX INC COM 64110L106 656658 973 SH SOLE 0 44 0 929 NEXTERA ENERGY INC COM 65339F101 608159 8589 SH SOLE 0 82 0 8507 NORFOLK SOUTHN CORP COM 655844108 339425 1581 SH SOLE 0 16 0 1565 NORTHROP GRUMMAN CORP COM 666807102 334047 766 SH SOLE 0 7 0 759 NOVO-NORDISK A S ADR 670100205 450769 3158 SH SOLE 0 0 0 3158 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 264983 7012 SH SOLE 0 0 0 7012 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 722464 18365 SH SOLE 0 0 0 18365 NVIDIA CORPORATION COM 67066G104 7432997 60167 SH SOLE 0 1340 0 58827 OCULAR THERAPEUTIX INC COM 67576A100 120384 17600 SH SOLE 0 0 0 17600 OMNICOM GROUP INC COM 681919106 276725 3085 SH SOLE 0 0 0 3085 ORACLE CORP COM 68389X105 721956 5113 SH SOLE 0 97 0 5016 PALO ALTO NETWORKS INC COM 697435105 225781 666 SH SOLE 0 5 0 661 PARKER-HANNIFIN CORP COM 701094104 286588 567 SH SOLE 0 25 0 542 PAYCHEX INC COM 704326107 507437 4280 SH SOLE 0 10 0 4270 PEPSICO INC COM 713448108 2223998 13484 SH SOLE 0 52 0 13432 PETCO HEALTH & WELLNESS CO I COM 71601V105 87465 23139 SH SOLE 0 0 0 23139 PFIZER INC COM 717081103 373421 13346 SH SOLE 0 958 0 12388 PHILIP MORRIS INTL INC COM 718172109 298564 2946 SH SOLE 0 65 0 2881 PNC FINL SVCS GROUP INC COM 693475105 220469 1418 SH SOLE 0 9 0 1409 PPG INDS INC COM 693506107 624641 4962 SH SOLE 0 30 0 4932 PROCTER AND GAMBLE CO COM 742718109 4273527 25913 SH SOLE 0 291 0 25622 PROGRESSIVE CORP COM 743315103 493415 2376 SH SOLE 0 39 0 2337 PURE STORAGE INC CL A 74624M102 290037 4517 SH SOLE 0 0 0 4517 QUALCOMM INC COM 747525103 519247 2607 SH SOLE 0 51 0 2556 RTX CORPORATION COM 75513E101 560115 5579 SH SOLE 0 248 0 5331 S&P GLOBAL INC COM 78409V104 667275 1496 SH SOLE 0 778 0 718 SALESFORCE INC COM 79466L302 502116 1953 SH SOLE 0 50 0 1903 SCHWAB CHARLES CORP COM 808513105 395577 5368 SH SOLE 0 90 0 5278 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 433122 5570 SH SOLE 0 0 0 5570 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 624968 8030 SH SOLE 0 0 0 8030 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1870599 29114 SH SOLE 0 0 0 29114 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 831930 8250 SH SOLE 0 0 0 8250 SEACOAST BKG CORP FLA COM NEW 811707801 533673 22575 SH SOLE 0 0 0 22575 SELECT SECTOR SPDR TR INDL 81369Y704 445922 3659 SH SOLE 0 0 0 3659 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2741205 12117 SH SOLE 0 0 0 12117 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 382594 2625 SH SOLE 0 0 0 2625 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 338837 1858 SH SOLE 0 0 0 1858 SERVICENOW INC COM 81762P102 287135 365 SH SOLE 0 8 0 357 SFL CORPORATION LTD SHS G7738W106 151236 10896 SH SOLE 0 0 0 10896 SOUTHERN CO COM 842587107 310616 4004 SH SOLE 0 0 0 4004 SPDR GOLD TR GOLD SHS 78463V107 3048412 14178 SH SOLE 0 644 0 13534 SPDR S&P 500 ETF TR TR UNIT 78462F103 14355089 26377 SH SOLE 0 0 0 26377 SPDR SER TR PRTFLO S&P500 GW 78464A409 7291783 90999 SH SOLE 0 0 0 90999 SPDR SER TR PORTFOLIO S&P500 78464A854 409358 6396 SH SOLE 0 0 0 6396 SPDR SER TR PRTFLO S&P500 VL 78464A508 1728907 35472 SH SOLE 0 0 0 35472 STAR BULK CARRIERS CORP. 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