Sulzberger Capital Advisors
Latest statistics and disclosures from Sulzberger Capital Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002056727
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Positions held by Sulzberger Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 56 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 8.1 | $7.1M | 65k | 110.11 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.4 | $6.6M | 12k | 538.84 |
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| NVIDIA Corporation (NVDA) | 7.0 | $6.2M | 46k | 134.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.7 | $5.9M | 20k | 289.81 |
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| Microsoft Corporation (MSFT) | 6.3 | $5.5M | 13k | 421.53 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.8 | $5.1M | 89k | 57.53 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.3 | $4.7M | 22k | 210.45 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 4.4 | $3.9M | 70k | 56.38 |
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| Apple (AAPL) | 3.9 | $3.5M | 14k | 250.42 |
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| Amazon (AMZN) | 3.4 | $3.0M | 14k | 219.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $3.0M | 6.7k | 453.28 |
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| Nextera Energy (NEE) | 3.4 | $3.0M | 41k | 71.69 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $2.9M | 15k | 189.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $1.9M | 3.7k | 511.23 |
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| Procter & Gamble Company (PG) | 2.1 | $1.8M | 11k | 167.67 |
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| Home Depot (HD) | 2.0 | $1.8M | 4.5k | 388.99 |
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| Broadcom (AVGO) | 1.8 | $1.6M | 7.0k | 231.84 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $1.5M | 6.4k | 239.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $1.3M | 2.3k | 586.08 |
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| Eli Lilly & Co. (LLY) | 1.4 | $1.3M | 1.6k | 772.00 |
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| Vanguard World Utilities Etf (VPU) | 1.3 | $1.2M | 7.2k | 163.44 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 1.2 | $1.0M | 18k | 57.27 |
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| Palo Alto Networks (PANW) | 1.0 | $899k | 4.9k | 181.96 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $806k | 3.5k | 232.52 |
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| Costco Wholesale Corporation (COST) | 0.9 | $805k | 879.00 | 916.27 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $754k | 7.0k | 107.58 |
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| Cisco Systems (CSCO) | 0.8 | $679k | 12k | 59.20 |
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| Netflix (NFLX) | 0.7 | $622k | 698.00 | 891.32 |
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| General Dynamics Corporation (GD) | 0.7 | $602k | 2.3k | 263.50 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.6 | $554k | 5.3k | 104.89 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.6 | $515k | 2.9k | 177.05 |
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| Abbvie (ABBV) | 0.5 | $483k | 2.7k | 177.70 |
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| Automatic Data Processing (ADP) | 0.5 | $482k | 1.6k | 292.73 |
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| Goldman Sachs (GS) | 0.5 | $466k | 813.00 | 572.62 |
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| Johnson & Johnson (JNJ) | 0.5 | $453k | 3.1k | 144.62 |
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| Pepsi (PEP) | 0.5 | $433k | 2.9k | 152.06 |
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| salesforce (CRM) | 0.5 | $426k | 1.3k | 334.33 |
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| Coca-Cola Company (KO) | 0.5 | $420k | 6.7k | 62.26 |
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| Danaher Corporation (DHR) | 0.5 | $411k | 1.8k | 229.55 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $396k | 965.00 | 410.44 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $370k | 3.2k | 115.75 |
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| Pfizer (PFE) | 0.4 | $312k | 12k | 26.53 |
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| Chevron Corporation (CVX) | 0.4 | $312k | 2.2k | 144.84 |
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| Dover Corporation (DOV) | 0.3 | $305k | 1.6k | 187.60 |
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| Abbott Laboratories (ABT) | 0.3 | $301k | 2.7k | 113.11 |
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| McDonald's Corporation (MCD) | 0.3 | $297k | 1.0k | 289.89 |
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| Meta Platforms Cl A (META) | 0.3 | $291k | 497.00 | 585.51 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $289k | 9.7k | 29.86 |
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| Linde SHS (LIN) | 0.3 | $251k | 600.00 | 418.67 |
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| Fiserv (FI) | 0.3 | $247k | 1.2k | 205.42 |
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| Visa Com Cl A (V) | 0.3 | $244k | 773.00 | 316.04 |
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| Caterpillar (CAT) | 0.3 | $236k | 650.00 | 362.76 |
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| Oracle Corporation (ORCL) | 0.3 | $235k | 1.4k | 166.64 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $234k | 2.2k | 107.74 |
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| Shell Spon Ads (SHEL) | 0.3 | $231k | 3.7k | 62.65 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $223k | 1.0k | 220.96 |
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Past Filings by Sulzberger Capital Advisors
SEC 13F filings are viewable for Sulzberger Capital Advisors going back to 2024
- Sulzberger Capital Advisors 2024 Q4 filed Feb. 14, 2025