Director of Operations

0001793691-24-000002.txt : 20240422 0001793691-24-000002.hdr.sgml : 20240422 20240422101312 ACCESSION NUMBER: 0001793691-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 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: 24859828 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 03-31-2024 03-31-2024 Relyea Zuckerberg Hanson LLC

ONE LANDMARK SQUARE 11TH FLOOR STAMFORD CT 06901

13F HOLDINGS REPORT 028-19656 N Jane Michener Director of Operations 2033550883 Jane Michener Stamford CT 04-22-2024 0 236 570702055 false INFORMATION TABLE 2 RZHAdvisors_13f.xml ABBOTT LABS COM 002824100 1029210 9055 SH SOLE 0 56 0 8999 ABBVIE INC COM 00287Y109 1791226 9836 SH SOLE 0 88 0 9748 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1781080 5139 SH SOLE 0 27 0 5112 ADOBE INC COM 00724F101 595933 1181 SH SOLE 0 34 0 1147 ADVANCED MICRO DEVICES INC COM 007903107 689291 3819 SH SOLE 0 106 0 3713 AFLAC INC COM 001055102 372080 4334 SH SOLE 0 63 0 4271 ALPHABET INC CAP STK CL A 02079K305 3592134 23800 SH SOLE 0 566 0 23234 ALPHABET INC CAP STK CL C 02079K107 1913042 12564 SH SOLE 0 0 0 12564 AMARIN CORP PLC SPONS ADR NEW 023111206 10082 11318 SH SOLE 0 0 0 11318 AMAZON COM INC COM 023135106 5222362 28952 SH SOLE 0 463 0 28489 AMERICAN EXPRESS CO COM 025816109 455835 2002 SH SOLE 0 482 0 1520 AMERICAN WTR WKS CO INC NEW COM 030420103 550820 4507 SH SOLE 0 0 0 4507 AMGEN INC COM 031162100 467422 1644 SH SOLE 0 30 0 1614 ANALOG DEVICES INC COM 032654105 260094 1315 SH SOLE 0 36 0 1279 AON PLC SHS CL A G0403H108 561755 1683 SH SOLE 0 19 0 1664 APPLE INC COM 037833100 13666823 79699 SH SOLE 0 774 0 78925 APPLIED MATLS INC COM 038222105 1306467 6335 SH SOLE 0 88 0 6247 APPLIED THERAPEUTICS INC COM 03828A101 272000 40000 SH SOLE 0 0 0 40000 ARK ETF TR NEXT GNRTN INTER 00214Q401 5782641 69419 SH SOLE 0 2525 0 66894 ARK ETF TR INNOVATION ETF 00214Q104 3380479 67502 SH SOLE 0 0 0 67502 ARK ETF TR GENOMIC REV ETF 00214Q302 294975 10256 SH SOLE 0 0 0 10256 AT&T INC COM 00206R102 332147 18872 SH SOLE 0 467 0 18405 AUTOMATIC DATA PROCESSING IN COM 053015103 1428453 5720 SH SOLE 0 35 0 5685 BANK AMERICA CORP COM 060505104 669433 17654 SH SOLE 0 264 0 17390 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3114792 7407 SH SOLE 0 96 0 7311 BERKSHIRE HATHAWAY INC DEL CL A 084670108 634440 1 SH SOLE 0 0 0 1 BLACKROCK INC COM 09247X101 315210 378 SH SOLE 0 0 0 378 BLACKROCK MUN 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SOLE 0 0 0 4911 CISCO SYS INC COM 17275R102 672701 13478 SH SOLE 0 231 0 13247 CITIGROUP INC COM NEW 172967424 322524 5100 SH SOLE 0 195 0 4905 CLOROX CO DEL COM 189054109 261512 1708 SH SOLE 0 0 0 1708 COCA COLA CO COM 191216100 988443 16156 SH SOLE 0 187 0 15969 COLGATE PALMOLIVE CO COM 194162103 315544 3504 SH SOLE 0 0 0 3504 COMCAST CORP NEW CL A 20030N101 409224 9440 SH SOLE 0 288 0 9152 CONOCOPHILLIPS COM 20825C104 254322 1998 SH SOLE 0 65 0 1933 COSTCO WHSL CORP NEW COM 22160K105 1441921 1968 SH SOLE 0 19 0 1949 CSX CORP COM 126408103 535330 14441 SH SOLE 0 96 0 14345 CVS HEALTH CORP COM 126650100 226040 2834 SH SOLE 0 57 0 2777 DANAHER CORPORATION COM 235851102 443078 1774 SH SOLE 0 23 0 1751 DEERE & CO COM 244199105 414437 1009 SH SOLE 0 16 0 993 DISCOVER FINL SVCS COM 254709108 252873 1929 SH SOLE 0 0 0 1929 DISNEY WALT CO COM 254687106 829015 6775 SH SOLE 0 69 0 6706 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 86655 19517 SH SOLE 0 0 0 19517 EAGLE BULK SHIPPING INC COM Y2187A150 8093853 129564 SH SOLE 0 0 0 129564 EATON CORP PLC SHS G29183103 341683 1093 SH SOLE 0 27 0 1066 ECOLAB INC COM 278865100 622177 2695 SH SOLE 0 26 0 2669 ELEVANCE HEALTH INC COM 036752103 244766 472 SH SOLE 0 0 0 472 ELI LILLY & CO COM 532457108 1925390 2475 SH SOLE 0 51 0 2424 EMERSON ELEC CO COM 291011104 607856 5359 SH SOLE 0 37 0 5322 EXXON MOBIL CORP COM 30231G102 2610697 22460 SH SOLE 0 223 0 22237 FASTLY INC CL A 31188V100 3629616 279847 SH SOLE 0 0 0 279847 FIRST TR EXCHANGE-TRADED FD WTR ETF 33733B100 602594 5902 SH SOLE 0 0 0 5902 GENERAL ELECTRIC CO COM NEW 369604301 381801 2175 SH SOLE 0 59 0 2116 GILEAD SCIENCES INC COM 375558103 245534 3352 SH SOLE 0 99 0 3253 GLOBAL X FDS ARTIFICIAL ETF 37954Y632 691941 20375 SH SOLE 0 0 0 20375 GLOBALSTAR INC COM 378973408 30844 20982 SH SOLE 0 982 0 20000 GOLDMAN SACHS GROUP INC COM 38141G104 769803 1843 SH SOLE 0 27 0 1816 GRAINGER W W INC COM 384802104 245263 241 SH SOLE 0 4 0 237 HARTFORD FINL SVCS GROUP INC COM 416515104 355626 3451 SH SOLE 0 22 0 3429 HERSHEY CO COM 427866108 351166 1805 SH SOLE 0 0 0 1805 HILTON WORLDWIDE HLDGS INC COM 43300A203 304393 1427 SH SOLE 0 25 0 1402 HOME DEPOT INC COM 437076102 1448505 3776 SH SOLE 0 32 0 3744 HONEYWELL INTL INC COM 438516106 1159746 5650 SH SOLE 0 45 0 5605 ILLINOIS TOOL WKS INC COM 452308109 629483 2346 SH SOLE 0 19 0 2327 INFORMATION SVCS GROUP INC COM 45675Y104 580043 143575 SH SOLE 0 0 0 143575 INTEL CORP COM 458140100 791863 17928 SH SOLE 0 189 0 17739 INTELLIA THERAPEUTICS INC COM 45826J105 301950 10976 SH SOLE 0 0 0 10976 INTERNATIONAL BUSINESS MACHS COM 459200101 327878 1717 SH SOLE 0 34 0 1683 INTUIT COM 461202103 393250 605 SH SOLE 0 17 0 588 INVESCO ADVANTAGE MUN INCOME SH BEN INT 46132E103 137878 16221 SH SOLE 0 0 0 16221 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 681509 4024 SH SOLE 0 0 0 4024 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 602791 9055 SH SOLE 0 0 0 9055 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 469446 4622 SH SOLE 0 1390 0 3232 INVESCO MUNICIPAL TRUST COM 46131J103 141028 14539 SH SOLE 0 0 0 14539 INVESCO QQQ TR UNIT SER 1 46090E103 3374306 7600 SH SOLE 0 0 0 7600 IRON MTN INC DEL COM 46284V101 250691 3125 SH SOLE 0 0 0 3125 ISHARES GOLD TR ISHARES NEW 464285204 1351756 32177 SH SOLE 0 0 0 32177 ISHARES INC MSCI EMRG CHN 46434G764 5211927 90532 SH SOLE 0 0 0 90532 ISHARES TR 0-3 MNTH TREASRY 46436E718 1156730 11486 SH SOLE 0 816 0 10670 ISHARES TR ESG AWARE MSCI 46435U663 1568434 38948 SH SOLE 0 0 0 38948 ISHARES TR SELECT DIVID ETF 464287168 210471 1709 SH SOLE 0 0 0 1709 ISHARES TR MSCI USA ESG SLC 464288802 3320102 30412 SH SOLE 0 0 0 30412 ISHARES TR CORE S&P TTL STK 464287150 212665 1844 SH SOLE 0 0 0 1844 ISHARES TR ISHS 1-5YR INVS 464288646 417223 8136 SH SOLE 0 0 0 8136 ISHARES TR NATIONAL MUN ETF 464288414 382195 3552 SH SOLE 0 0 0 3552 ISHARES TR NEW YORK MUN ETF 464288323 336151 6247 SH SOLE 0 0 0 6247 ISHARES TR ESG AW MSCI EAFE 46435G516 4387780 54909 SH SOLE 0 0 0 54909 ISHARES TR CORE MSCI INTL 46435G326 9039068 134650 SH SOLE 0 0 0 134650 ISHARES TR ESG AWR MSCI USA 46435G425 8155294 70940 SH SOLE 0 0 0 70940 ISHARES TR CORE MSCI EAFE 46432F842 5382620 72523 SH SOLE 0 0 0 72523 ISHARES TR MSCI USA QLT FCT 46432F339 264768 1611 SH SOLE 0 0 0 1611 ISHARES TR CORE S&P MCP ETF 464287507 729389 12008 SH SOLE 0 0 0 12008 ISHARES TR CORE S&P SCP ETF 464287804 528025 4778 SH SOLE 0 0 0 4778 ISHARES TR CORE S&P500 ETF 464287200 860620 1637 SH SOLE 0 0 0 1637 ISHARES TR S&P 500 GRWT ETF 464287309 369172 4372 SH SOLE 0 0 0 4372 ISHARES TR RUS 1000 VAL ETF 464287598 38964685 217546 SH SOLE 0 0 0 217546 ISHARES TR RUS 1000 GRW ETF 464287614 37757726 112024 SH SOLE 0 0 0 112024 ISHARES TR RUSSELL 2000 ETF 464287655 1208667 5747 SH SOLE 0 0 0 5747 ISHARES TR RUS 2000 VAL ETF 464287630 1573867 9910 SH SOLE 0 0 0 9910 ISHARES TR RUS 2000 GRW ETF 464287648 2499901 9232 SH SOLE 0 0 0 9232 ISHARES TR MSCI EAFE ETF 464287465 609571 7633 SH SOLE 0 0 0 7633 ISHARES TR RUS MID CAP ETF 464287499 322494 3835 SH SOLE 0 0 0 3835 ISHARES TR COHEN STEER REIT 464287564 219260 3800 SH SOLE 0 0 0 3800 ISHARES TR U.S. TECH ETF 464287721 522711 3870 SH SOLE 0 0 0 3870 ISHARES TR S&P 100 ETF 464287101 258683 1046 SH SOLE 0 0 0 1046 JOHNSON & JOHNSON COM 478160104 2689030 16999 SH SOLE 0 726 0 16273 JPMORGAN CHASE & CO COM 46625H100 3970750 19824 SH SOLE 0 184 0 19640 KINDER MORGAN INC DEL COM 49456B101 192868 10516 SH SOLE 0 128 0 10388 LAM RESEARCH CORP COM 512807108 253583 261 SH SOLE 0 0 0 261 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1419905 1028917 SH SOLE 0 0 0 1028917 LINDE PLC SHS G54950103 739286 1592 SH SOLE 0 25 0 1567 LIVEONE INC COM 53814X102 308367 158137 SH SOLE 0 0 0 158137 LOCKHEED MARTIN CORP COM 539830109 373160 820 SH SOLE 0 10 0 810 LOWES COS INC COM 548661107 388557 1525 SH SOLE 0 72 0 1453 MARATHON PETE CORP COM 56585A102 288347 1431 SH SOLE 0 22 0 1409 MARSH & MCLENNAN COS INC COM 571748102 1566570 7605 SH SOLE 0 47 0 7558 MASTERCARD INCORPORATED CL A 57636Q104 1655255 3437 SH SOLE 0 37 0 3400 MCDONALDS CORP COM 580135101 1594689 5656 SH SOLE 0 21 0 5635 MCKESSON CORP COM 58155Q103 825675 1538 SH SOLE 0 4 0 1534 MEDTRONIC PLC SHS G5960L103 207504 2381 SH SOLE 0 63 0 2318 MERCK & CO INC COM 58933Y105 1111605 8424 SH SOLE 0 627 0 7797 META PLATFORMS INC CL A 30303M102 2440056 5025 SH SOLE 0 120 0 4905 MICROSOFT CORP COM 594918104 13449170 31967 SH SOLE 0 378 0 31589 MONDELEZ INTL INC CL A 609207105 329969 4714 SH SOLE 0 490 0 4224 MOODYS CORP COM 615369105 341151 868 SH SOLE 0 18 0 850 MORGAN STANLEY COM NEW 617446448 1095697 11637 SH SOLE 0 14 0 11623 NETFLIX INC COM 64110L106 549634 905 SH SOLE 0 44 0 861 NEXTERA ENERGY INC COM 65339F101 465718 7287 SH SOLE 0 0 0 7287 NIKE INC CL B 654106103 234826 2499 SH SOLE 0 55 0 2444 NORFOLK SOUTHN CORP COM 655844108 397597 1560 SH SOLE 0 16 0 1544 NORTHROP GRUMMAN CORP COM 666807102 402110 840 SH SOLE 0 7 0 833 NOVO-NORDISK A S ADR 670100205 403433 3142 SH SOLE 0 0 0 3142 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 272486 7012 SH SOLE 0 0 0 7012 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 826253 19867 SH SOLE 0 0 0 19867 NUVEEN AMT FREE QLTY MUN INC COM 670657105 325760 29427 SH SOLE 0 0 0 29427 NVIDIA CORPORATION COM 67066G104 5059455 5599 SH SOLE 0 116 0 5483 OCULAR THERAPEUTIX INC COM 67576A100 160160 17600 SH SOLE 0 0 0 17600 ORACLE CORP COM 68389X105 613479 4884 SH SOLE 0 97 0 4787 PARKER-HANNIFIN CORP COM 701094104 351589 633 SH SOLE 0 25 0 608 PAYCHEX INC COM 704326107 516374 4205 SH SOLE 0 10 0 4195 PAYPAL HLDGS INC COM 70450Y103 235001 3508 SH SOLE 0 53 0 3455 PEPSICO INC COM 713448108 2396216 13692 SH SOLE 0 0 0 13692 PETCO HEALTH & WELLNESS CO I COM 71601V105 51674 22664 SH SOLE 0 0 0 22664 PFIZER INC COM 717081103 309198 11142 SH SOLE 0 600 0 10542 PHILIP MORRIS INTL INC COM 718172109 265240 2895 SH SOLE 0 80 0 2815 PNC FINL SVCS GROUP INC COM 693475105 220744 1366 SH SOLE 0 9 0 1357 PPG INDS INC COM 693506107 718530 4959 SH SOLE 0 30 0 4929 PROCTER AND GAMBLE CO COM 742718109 4093177 25228 SH SOLE 0 177 0 25051 PROGRESSIVE CORP COM 743315103 482100 2331 SH SOLE 0 39 0 2292 PROLOGIS INC. COM 74340W103 224890 1727 SH SOLE 0 72 0 1655 PURE STORAGE INC CL A 74624M102 233695 4495 SH SOLE 0 0 0 4495 QUALCOMM INC COM 747525103 411653 2432 SH SOLE 0 51 0 2381 RTX CORPORATION COM 75513E101 558932 5731 SH SOLE 0 248 0 5483 S&P GLOBAL INC COM 78409V104 598238 1406 SH SOLE 0 778 0 628 SALESFORCE INC COM 79466L302 582783 1935 SH SOLE 0 50 0 1885 SCHWAB CHARLES CORP COM 808513105 368436 5093 SH SOLE 0 90 0 5003 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 487781 6050 SH SOLE 0 0 0 6050 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 653875 8030 SH SOLE 0 0 0 8030 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1806838 29114 SH SOLE 0 0 0 29114 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 254980 2750 SH SOLE 0 0 0 2750 SEACOAST BKG CORP FLA COM NEW 811707801 631221 24861 SH SOLE 0 0 0 24861 SELECT SECTOR SPDR TR INDL 81369Y704 460888 3659 SH SOLE 0 0 0 3659 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2548808 12238 SH SOLE 0 0 0 12238 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 387791 2625 SH SOLE 0 0 0 2625 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 346633 1885 SH SOLE 0 0 0 1885 SERVICENOW INC COM 81762P102 263028 345 SH SOLE 0 8 0 337 SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD PLUS 82889N830 213854 9329 SH SOLE 0 0 0 9329 SOUTHERN CO COM 842587107 264180 3682 SH SOLE 0 0 0 3682 SPDR GOLD TR GOLD SHS 78463V107 3033959 14748 SH SOLE 0 644 0 14104 SPDR S&P 500 ETF TR TR UNIT 78462F103 11475144 21938 SH SOLE 0 0 0 21938 SPDR SER TR PRTFLO S&P500 GW 78464A409 6808002 93069 SH SOLE 0 0 0 93069 SPDR SER TR PRTFLO S&P500 VL 78464A508 1771187 35353 SH SOLE 0 0 0 35353 SPDR SER TR PORTFOLIO S&P500 78464A854 392194 6374 SH SOLE 0 0 0 6374 STARBUCKS CORP COM 855244109 471615 5160 SH SOLE 0 112 0 5048 STATE STR CORP COM 857477103 250560 3241 SH SOLE 0 11 0 3230 STRYKER CORPORATION COM 863667101 849426 2374 SH SOLE 0 19 0 2355 SYSCO CORP COM 871829107 219673 2706 SH SOLE 0 38 0 2668 TESLA INC COM 88160R101 786309 4473 SH SOLE 0 133 0 4340 TETRA TECH INC NEW COM 88162G103 603272 3266 SH SOLE 0 0 0 3266 TEXAS INSTRS INC COM 882508104 290560 1668 SH SOLE 0 42 0 1626 THE CIGNA GROUP COM 125523100 412221 1135 SH SOLE 0 36 0 1099 THERMO FISHER SCIENTIFIC INC COM 883556102 990523 1704 SH SOLE 0 22 0 1682 TJX COS INC NEW COM 872540109 248783 2453 SH SOLE 0 96 0 2357 TRIMBLE INC COM 896239100 251841 3913 SH SOLE 0 0 0 3913 UBER TECHNOLOGIES INC COM 90353T100 294564 3826 SH SOLE 0 131 0 3695 UNION PAC CORP COM 907818108 1146534 4662 SH SOLE 0 31 0 4631 UNITED PARCEL SERVICE INC CL B 911312106 351605 2366 SH SOLE 0 27 0 2339 UNITEDHEALTH GROUP INC COM 91324P102 2905656 5874 SH SOLE 0 49 0 5825 VALERO ENERGY CORP COM 91913Y100 224478 1315 SH SOLE 0 0 0 1315 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 299903 2667 SH SOLE 0 0 0 2667 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 985155 11142 SH SOLE 0 0 0 11142 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 9836811 32283 SH SOLE 0 0 0 32283 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 10400527 57630 SH SOLE 0 0 0 57630 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5859528 12190 SH SOLE 0 0 0 12190 VANGUARD INDEX FDS LARGE CAP ETF 922908637 580452 2421 SH SOLE 0 0 0 2421 VANGUARD INDEX FDS VALUE ETF 922908744 73988109 454305 SH SOLE 0 0 0 454305 VANGUARD INDEX FDS SM CP VAL ETF 922908611 9739826 50760 SH SOLE 0 0 0 50760 VANGUARD INDEX FDS SML CP GRW ETF 922908595 8338745 31984 SH SOLE 0 0 0 31984 VANGUARD INDEX FDS SMALL CP ETF 922908751 387315 1694 SH SOLE 0 0 0 1694 VANGUARD INDEX FDS GROWTH ETF 922908736 75352185 218920 SH SOLE 0 0 0 218920 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7205472 27724 SH SOLE 0 0 0 27724 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 650034 15562 SH SOLE 0 0 0 15562 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1124466 22223 SH SOLE 0 0 0 22223 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 352548 4068 SH SOLE 0 0 0 4068 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1465349 18634 SH SOLE 0 0 0 18634 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1471940 8061 SH SOLE 0 0 0 8061 VANGUARD STAR FDS VG TL INTL STK F 921909768 210658 3493 SH SOLE 0 0 0 3493 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 22006810 438645 SH SOLE 0 0 0 438645 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1264421 10451 SH SOLE 0 0 0 10451 VANGUARD WORLD FD MEGA GRWTH IND 921910816 551761 1925 SH SOLE 0 0 0 1925 VANGUARD WORLD FD INF TECH ETF 92204A702 1220333 2327 SH SOLE 0 0 0 2327 VANGUARD WORLD FD ESG US STK ETF 921910733 4656909 49972 SH SOLE 0 0 0 49972 VERISK ANALYTICS INC COM 92345Y106 336629 1428 SH SOLE 0 7 0 1421 VERIZON COMMUNICATIONS INC COM 92343V104 339960 8102 SH SOLE 0 87 0 8015 VERTEX PHARMACEUTICALS INC COM 92532F100 216111 517 SH SOLE 0 19 0 498 VISA INC COM CL A 92826C839 2782556 9970 SH SOLE 0 86 0 9884 WALMART INC COM 931142103 802193 13332 SH SOLE 0 252 0 13080 WASTE MGMT INC DEL COM 94106L109 333156 1563 SH SOLE 0 26 0 1537 WELLS FARGO CO NEW COM 949746101 339035 5849 SH SOLE 0 238 0 5611 WISDOMTREE TR US HIGH DIVIDEND 97717W208 456005 5262 SH SOLE 0 5262 0 0 YUM BRANDS INC COM 988498101 780461 5629 SH SOLE 0 21 0 5608 ZOETIS INC CL A 98978V103 308949 1826 SH SOLE 0 15 0 1811