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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Relyea Zuckerberg Hanson LLC

Quarter ended Q3 2024 · Filed October 17, 2024 · Accession 0001793691-24-000005

Total Value
$657.2M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736231,013$88.7M13.50%
2VANGUARD INDEX FDS922908744462,529$80.7M12.29%
3ISHARES TR464287614116,937$43.9M6.68%
4ISHARES TR464287598220,773$41.9M6.38%
5VANGUARD TAX-MANAGED FDS921943858464,824$24.5M3.74%
6APPLE INCAAPL79,396$18.5M2.81%
7SPDR S&P 500 ETF TRSPY26,886$15.4M2.35%
8MICROSOFT CORPMSFT33,512$14.4M2.19%
9VANGUARD ADMIRAL FDS INC92193250532,466$11.2M1.71%
10VANGUARD ADMIRAL FDS INC92193270357,696$11.0M1.67%
11ISHARES TR46435G326139,442$9.9M1.50%
12ISHARES TR46435G42575,309$9.5M1.45%
13VANGUARD INDEX FDS92290876932,237$9.1M1.39%
14SELECT SECTOR SPDR TR81369Y80339,696$9.0M1.36%
15VANGUARD INDEX FDS92290861143,715$8.8M1.34%
16INVESCO QQQ TRIVZ16,988$8.3M1.26%
17NVIDIA CORPORATIONNVDA62,289$7.6M1.15%
18VANGUARD INDEX FDS92290859527,961$7.5M1.14%
19SPDR SER TR78464A40989,399$7.4M1.13%
20VANGUARD INDEX FDS92290836312,996$6.9M1.04%
21VANGUARD WORLD FD92191073363,964$6.5M0.99%
22ISHARES TR46432F84279,712$6.2M0.95%
23AMAZON COM INCAMZN30,297$5.6M0.86%
24ARK ETF TR00214Q40166,137$5.6M0.86%
25ISHARES TR46435G51657,123$4.8M0.73%
26PROCTER AND GAMBLE CO74271810925,312$4.4M0.67%
27JPMORGAN CHASE & CO.VYLD19,817$4.2M0.64%
28SELECT SECTOR SPDR TR81369Y70430,411$4.1M0.63%
29ALPHABET INCGOOG24,725$4.1M0.62%
30ISHARES INC46434G76466,906$4.1M0.62%
31STAR BULK CARRIERS CORP.SBLK159,730$3.8M0.58%
32ISHARES TR46436E71836,641$3.7M0.56%
33BERKSHIRE HATHAWAY INC DELBRK-A7,927$3.6M0.56%
34META PLATFORMS INCMETA6,104$3.5M0.53%
35SPDR GOLD TRGLD14,178$3.4M0.52%
36ISHARES TR46428880228,120$3.4M0.52%
37UNITEDHEALTH GROUP INCUNH5,138$3.0M0.46%
38JOHNSON & JOHNSONJNJ17,718$2.9M0.44%
39EXXON MOBIL CORPXOM24,211$2.8M0.43%
40SELECT SECTOR SPDR TR81369Y40713,755$2.8M0.42%
41VISA INCV9,948$2.7M0.42%
42ELI LILLY & COLLY2,710$2.4M0.37%
43ISHARES TR4642876488,366$2.4M0.36%
44FASTLY INCFSLY294,516$2.2M0.34%
45INVESCO EXCH TRADED FD TR IIIVZ11,061$2.2M0.34%
46ALPHABET INCGOOG12,974$2.2M0.33%
47PEPSICO INCPEP11,878$2.0M0.31%
48BROADCOM INCAVGO11,689$2.0M0.31%
49ABBVIE INCABBV10,188$2.0M0.31%
50VANGUARD SPECIALIZED FUNDS92190884410,075$2.0M0.30%
51SCHWAB STRATEGIC TR80852420129,277$2.0M0.30%
52VANGUARD WORLD FD92204A7023,321$1.9M0.30%
53SPDR SER TR78464A50835,579$1.9M0.29%
54ACCENTURE PLC IRELANDACN5,276$1.9M0.28%
55ISHARES TR4642876558,003$1.8M0.27%
56MASTERCARD INCORPORATEDMA3,485$1.7M0.26%
57VANGUARD SCOTTSDALE FDS92206C71420,477$1.7M0.26%
58MCDONALDS CORPMCD5,583$1.7M0.26%
59COSTCO WHSL CORP NEW22160K1051,874$1.7M0.25%
60MARSH & MCLENNAN COS INC5717481027,390$1.6M0.25%
61ISHARES TR4642876309,655$1.6M0.25%
62AUTOMATIC DATA PROCESSING INADP5,818$1.6M0.24%
63ISHARES GOLD TRIAU31,505$1.6M0.24%
64HOME DEPOT INCHD3,852$1.6M0.24%
65LIGHTPATH TECHNOLOGIES INCLPTH1,117,405$1.5M0.23%
66VANGUARD MUN BD FDS92290774628,062$1.4M0.22%
67ISHARES TR46435U66334,146$1.4M0.22%
68TESLA INCTSLA5,415$1.4M0.22%
69VANGUARD WHITEHALL FDS92194640610,698$1.4M0.21%
70COCA COLA COKO18,466$1.3M0.20%
71APPLIED MATLS INC0382221056,450$1.3M0.20%
72BOSTON SCIENTIFIC CORPBSX15,413$1.3M0.20%
73CHUBB LIMITEDCB4,447$1.3M0.20%
74SELECT SECTOR SPDR TR81369Y60527,576$1.2M0.19%
75GOLDMAN SACHS GROUP INCGSCE2,473$1.2M0.19%
76WALMART INCWMT14,754$1.2M0.18%
77MORGAN STANLEYMS-PQ11,383$1.2M0.18%
78UNION PAC CORPUNP4,740$1.2M0.18%
79ISHARES TR46429B74711,044$1.1M0.17%
80HONEYWELL INTL INC4385161065,291$1.1M0.17%
81THERMO FISHER SCIENTIFIC INCTMO1,628$1.0M0.15%
82ISHARES TR4642872001,722$993,2840.15%
83ABBOTT LABSABLZF8,649$986,1110.15%
84MERCK & CO INCMRK8,680$985,6610.15%
85VANGUARD ADMIRAL FDS INC92193277810,345$956,4690.15%
86ORACLE CORPORCL-PD5,288$901,0750.14%
87STRYKER CORPORATIONSYK2,492$900,4300.14%
88VANGUARD SCOTTSDALE FDS92206C6809,316$899,1660.14%
89VANGUARD SCOTTSDALE FDS92206C40911,115$882,7530.13%
90SCHWAB STRATEGIC TR8085243008,262$860,6940.13%
91S&P GLOBAL INCSPGI1,594$823,5610.13%
92GLOBAL X FDS37954Y63221,182$787,3180.12%
93TETRA TECH INC NEWTTEK16,357$771,3770.12%
94MCKESSON CORPMCK1,544$763,3860.12%
95ISHARES TR46428750712,088$753,3050.11%
96LINDE PLCLIN1,577$752,2390.11%
97CISCO SYS INCCSCO13,677$727,8710.11%
98NUSHARES ETF TRNU16,964$726,7210.11%
99ISHARES TR4642874658,536$713,8570.11%
100ECOLAB INCECL2,786$711,2790.11%
101BANK AMERICA CORP06050510417,891$709,9160.11%
102NETFLIX INCNFLX999$708,5610.11%
103CHEVRON CORP NEWCVX4,769$702,3780.11%
104BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.11%
105ADVANCED MICRO DEVICES INCAMD4,177$685,3620.10%
106NEXTERA ENERGY INCNEE-PW8,075$682,5810.10%
107SCHWAB STRATEGIC TR8085245088,087$671,9680.10%
108AIRBNB INCABNB5,296$671,5860.10%
109AMERICAN WTR WKS CO INC NEW0304201034,552$665,7080.10%
110RTX CORPORATIONRTX5,448$660,0230.10%
111ARK ETF TR00214Q10413,619$647,3230.10%
112FIRST TR EXCHANGE-TRADED FD33733B1005,902$645,2660.10%
113INVESCO EXCHANGE TRADED FD TIVZ9,055$638,7400.10%
114YUM BRANDS INCYUM4,551$635,8290.10%
115PROGRESSIVE CORP7433151032,456$623,2290.09%
116CATERPILLAR INCCAT1,581$618,2310.09%
117INVESCO EXCHANGE TRADED FD TIVZ3,431$614,6600.09%
118PPG INDS INC6935061074,639$614,4560.09%
119SALESFORCE INCCRM2,218$607,0890.09%
120ADOBE INCADBE1,167$604,2490.09%
121SEACOAST BKG CORP FLASE22,575$601,6240.09%
122DANAHER CORPORATION2358511022,131$592,5440.09%
123EMERSON ELEC COEMR5,284$577,9570.09%
124AMERICAN EXPRESS COAXP2,131$577,9270.09%
125ISHARES TR4642878044,778$558,8340.09%
126ILLINOIS TOOL WKS INC4523081092,104$551,3270.08%
127PAYCHEX INCPAYX4,079$547,3610.08%
128DISNEY WALT CO2546871065,624$540,9930.08%
129VANGUARD INDEX FDS9229086372,052$540,1400.08%
130AMGEN INCAMGN1,620$521,9800.08%
131CHURCH & DWIGHT CO INCCHD4,910$514,1750.08%
132STARBUCKS CORPSBUX5,227$509,5670.08%
133CSX CORPCSX14,664$506,3560.08%
134VANGUARD INTL EQUITY INDEX F92204285810,576$506,0520.08%
135INVESCO EXCHANGE TRADED FD TIVZ4,316$496,2330.08%
136WISDOMTREE TRWT5,262$493,5760.08%
137AON PLCAON1,383$478,6120.07%
138ISHARES TR4642871011,721$476,3630.07%
139AFLAC INCAFL4,242$474,2340.07%
140INFORMATION SVCS GROUP INC45675Y104143,575$473,7980.07%
141AT&T INCT-PC21,170$465,7400.07%
142MOODYS CORPMCO980$465,1020.07%
143QUALCOMM INCQCOM2,727$463,8070.07%
144LOWES COS INC5486611071,689$457,5660.07%
145INTERNATIONAL BUSINESS MACHSINTR2,059$455,2040.07%
146BLACKSTONE INCBX2,918$446,8330.07%
147ISHARES TR4642886468,458$445,3940.07%
148GE AEROSPACE3696043012,342$441,6900.07%
149PFIZER INCPFE15,250$441,3350.07%
150TEXAS INSTRS INC8825081042,133$440,5880.07%
151VERISK ANALYTICS INCVRSK1,617$433,3000.07%
152SPDR SER TR78464A8546,417$433,1990.07%
153ISHARES TR4642877053,483$430,6080.07%
154VANGUARD INDEX FDS9229087511,811$429,5450.07%
155STATE STR CORPSTT-PG4,849$429,0270.07%
156ISHARES TR4642873094,372$418,6190.06%
157VERIZON COMMUNICATIONS INCVZ9,278$416,6750.06%
158HARTFORD FINL SVCS GROUP INCHIG-PG3,500$411,6350.06%
159THE CIGNA GROUP1255231001,186$410,8950.06%
160NORFOLK SOUTHN CORP6558441081,622$403,0670.06%
161INTUITINTU648$402,4080.06%
162ZOETIS INCZTS2,027$395,9600.06%
163SERVICENOW INCNOW439$392,6370.06%
164PHILIP MORRIS INTL INC7181721093,225$391,4640.06%
165COLGATE PALMOLIVE COCL3,738$388,0880.06%
166ISHARES TR4642884143,552$385,8540.06%
167DEERE & CODE922$384,7780.06%
168NORTHROP GRUMMAN CORPNOC728$384,5910.06%
169EATON CORP PLCETN1,153$382,2570.06%
170PARKER-HANNIFIN CORPPH602$380,0990.06%
171CARRIER GLOBAL CORPORATIONCARR4,717$379,7080.06%
172EA SERIES TRUST02072L5653,470$377,9520.06%
173NOVO-NORDISK A SNONOF3,126$372,2400.06%
174BLACKROCK INCBLK389$369,6040.06%
175SOUTHERN COSOMN4,049$365,1090.06%
176LOCKHEED MARTIN CORPLMT623$364,2480.06%
177WELLS FARGO CO NEW9497461016,375$360,1500.05%
178TJX COS INC NEW8725401093,013$354,1440.05%
179WASTE MGMT INC DEL94106L1091,683$349,3390.05%
180IRON MTN INC DEL46284V1012,916$346,5600.05%
181CITIGROUP INCC-PR5,523$345,7400.05%
182SCHWAB STRATEGIC TR8085247974,060$343,1920.05%
183MONDELEZ INTL INC6092071054,653$342,7580.05%
184SCHWAB CHARLES CORPSCHW-PJ5,265$341,2330.05%
185ISHARES TR4642883236,247$339,4000.05%
186COMCAST CORP NEWCCZ7,998$334,0760.05%
187UBER TECHNOLOGIES INCUBER4,393$330,1780.05%
188BOEING COBA-PA2,141$325,5180.05%
189HILTON WORLDWIDE HLDGS INCHLT1,383$318,7820.05%
190OMNICOM GROUP INCOMC3,060$316,3900.05%
191AMERICAN CENTY ETF TR0250728773,294$316,0350.05%
192ISHARES TR4642876063,413$313,7260.05%
193ANALOG DEVICES INCADI1,348$310,2800.05%
194VANGUARD ADMIRAL FDS INC9219327942,551$305,6140.05%
195SELECT SECTOR SPDR TR81369Y2091,979$304,8060.05%
196UNITED PARCEL SERVICE INCUPS2,216$302,1330.05%
197CLOROX CO DELCLX1,848$301,0580.05%
198ISHARES TR4642874993,357$295,9020.05%
199CORNING INCGLW6,480$292,5720.04%
200NUSHARES ETF TRNU7,012$292,5410.04%
201ISHARES TR46432F3391,611$288,8520.04%
202DUKE ENERGY CORP NEWDUKB2,487$286,8060.04%
203DISCOVER FINL SVCS2547091082,037$285,7850.04%
204PNC FINL SVCS GROUP INC6934751051,479$273,3910.04%
205INTUITIVE SURGICAL INCISRG555$272,6550.04%
206PAYPAL HLDGS INCPYPL3,494$272,6370.04%
207ELEVANCE HEALTH INCELV521$270,9450.04%
208PALO ALTO NETWORKS INCPANW792$270,7060.04%
209TRANE TECHNOLOGIES PLCTT693$269,4560.04%
2103M COMMM1,947$266,1550.04%
211VERTEX PHARMACEUTICALS INCVRTX568$264,1650.04%
212GRAINGER W W INC384802104246$255,7710.04%
213T-MOBILE US INCTMUSZ1,238$255,4940.04%
214LAM RESEARCH CORPLRCX312$254,6230.04%
215CBRE GROUP INCCBRE2,024$251,9480.04%
216ISHARES TR4642875643,800$250,4580.04%
217PROLOGIS INC.PLDGP1,975$249,4250.04%
218MEDTRONIC PLCMDT2,752$247,7670.04%
219MOTOROLA SOLUTIONS INCMSI549$246,8480.04%
220FISERV INCFISV1,371$246,3000.04%
221VANGUARD STAR FDS9219097683,759$243,3840.04%
222HERSHEY COHSY1,249$239,4810.04%
223BRISTOL-MYERS SQUIBB COCELG-RI4,596$237,7970.04%
224TRIMBLE INCTRMB3,822$237,3080.04%
225MARATHON PETE CORPMARA1,445$235,4150.04%
226ISHARES TR4642871501,850$232,4330.04%
227ISHARES TR4642871681,710$231,0090.04%
228AMERICAN TOWER CORP NEW03027X100990$230,2450.04%
229CONOCOPHILLIPSCOP2,181$229,6300.03%
230INTELLIA THERAPEUTICS INCNTLA11,129$228,7010.03%
231PURE STORAGE INC74624M1024,515$226,8340.03%
232ISHARES TR4642881582,128$225,9720.03%
233NIKE INCNKE2,537$224,2300.03%
234SYSCO CORPSYY2,837$221,4560.03%
235INTEL CORPINTC9,273$217,5430.03%
236ISHARES TR46434V4641,108$217,3130.03%
237GILEAD SCIENCES INCGILD2,570$215,4780.03%
238MICRON TECHNOLOGY INCMU1,949$202,1310.03%
239BLACKROCK MUNIHOLDINGS QUALIBLK14,937$159,6810.02%
240OCULAR THERAPEUTIX INCOCUL17,600$153,1200.02%
241LIVEONE INCLVO158,137$150,0400.02%
242SFL CORPORATION LTDSFL10,896$126,0670.02%
243PETCO HEALTH & WELLNESS CO IWOOF23,132$105,2510.02%
244E2OPEN PARENT HOLDINGS INC29788T10319,517$86,0700.01%
245GLOBALSTAR INCGSAT20,000$24,8000.00%
246AMARIN CORP PLCAMRN11,318$7,0950.00%