Sulzberger Capital Advisors as of Dec. 31, 2024
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 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.4 | $6.6M | 12k | 538.84 | |
| NVIDIA Corporation (NVDA) | 7.0 | $6.2M | 46k | 134.29 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.7 | $5.9M | 20k | 289.81 | |
| Microsoft Corporation (MSFT) | 6.3 | $5.5M | 13k | 421.53 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.8 | $5.1M | 89k | 57.53 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.3 | $4.7M | 22k | 210.45 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 4.4 | $3.9M | 70k | 56.38 | |
| Apple (AAPL) | 3.9 | $3.5M | 14k | 250.42 | |
| Amazon (AMZN) | 3.4 | $3.0M | 14k | 219.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $3.0M | 6.7k | 453.28 | |
| Nextera Energy (NEE) | 3.4 | $3.0M | 41k | 71.69 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $2.9M | 15k | 189.30 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $1.9M | 3.7k | 511.23 | |
| Procter & Gamble Company (PG) | 2.1 | $1.8M | 11k | 167.67 | |
| Home Depot (HD) | 2.0 | $1.8M | 4.5k | 388.99 | |
| Broadcom (AVGO) | 1.8 | $1.6M | 7.0k | 231.84 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $1.5M | 6.4k | 239.71 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $1.3M | 2.3k | 586.08 | |
| Eli Lilly & Co. (LLY) | 1.4 | $1.3M | 1.6k | 772.00 | |
| Vanguard World Utilities Etf (VPU) | 1.3 | $1.2M | 7.2k | 163.44 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 1.2 | $1.0M | 18k | 57.27 | |
| Palo Alto Networks (PANW) | 1.0 | $899k | 4.9k | 181.96 | |
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $806k | 3.5k | 232.52 | |
| Costco Wholesale Corporation (COST) | 0.9 | $805k | 879.00 | 916.27 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $754k | 7.0k | 107.58 | |
| Cisco Systems (CSCO) | 0.8 | $679k | 12k | 59.20 | |
| Netflix (NFLX) | 0.7 | $622k | 698.00 | 891.32 | |
| General Dynamics Corporation (GD) | 0.7 | $602k | 2.3k | 263.50 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.6 | $554k | 5.3k | 104.89 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.6 | $515k | 2.9k | 177.05 | |
| Abbvie (ABBV) | 0.5 | $483k | 2.7k | 177.70 | |
| Automatic Data Processing (ADP) | 0.5 | $482k | 1.6k | 292.73 | |
| Goldman Sachs (GS) | 0.5 | $466k | 813.00 | 572.62 | |
| Johnson & Johnson (JNJ) | 0.5 | $453k | 3.1k | 144.62 | |
| Pepsi (PEP) | 0.5 | $433k | 2.9k | 152.06 | |
| salesforce (CRM) | 0.5 | $426k | 1.3k | 334.33 | |
| Coca-Cola Company (KO) | 0.5 | $420k | 6.7k | 62.26 | |
| Danaher Corporation (DHR) | 0.5 | $411k | 1.8k | 229.55 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $396k | 965.00 | 410.44 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $370k | 3.2k | 115.75 | |
| Pfizer (PFE) | 0.4 | $312k | 12k | 26.53 | |
| Chevron Corporation (CVX) | 0.4 | $312k | 2.2k | 144.84 | |
| Dover Corporation (DOV) | 0.3 | $305k | 1.6k | 187.60 | |
| Abbott Laboratories (ABT) | 0.3 | $301k | 2.7k | 113.11 | |
| McDonald's Corporation (MCD) | 0.3 | $297k | 1.0k | 289.89 | |
| Meta Platforms Cl A (META) | 0.3 | $291k | 497.00 | 585.51 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $289k | 9.7k | 29.86 | |
| Linde SHS (LIN) | 0.3 | $251k | 600.00 | 418.67 | |
| Fiserv (FI) | 0.3 | $247k | 1.2k | 205.42 | |
| Visa Com Cl A (V) | 0.3 | $244k | 773.00 | 316.04 | |
| Caterpillar (CAT) | 0.3 | $236k | 650.00 | 362.76 | |
| Oracle Corporation (ORCL) | 0.3 | $235k | 1.4k | 166.64 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $234k | 2.2k | 107.74 | |
| Shell Spon Ads (SHEL) | 0.3 | $231k | 3.7k | 62.65 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $223k | 1.0k | 220.96 |
