Sulzberger Capital Advisors as of March 31, 2025
Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 29.6 | $23M | 204k | 110.46 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.1 | $4.7M | 9.1k | 513.92 | |
| Microsoft Corporation (MSFT) | 5.6 | $4.3M | 11k | 375.42 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.7 | $3.5M | 13k | 274.85 | |
| NVIDIA Corporation (NVDA) | 4.6 | $3.5M | 33k | 108.38 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.5 | $3.4M | 60k | 57.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $2.8M | 5.3k | 532.59 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.6 | $2.8M | 14k | 193.02 | |
| Nextera Energy (NEE) | 3.2 | $2.4M | 34k | 70.89 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.7 | $2.1M | 40k | 51.78 | |
| Apple (AAPL) | 2.6 | $2.0M | 9.0k | 222.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $1.8M | 12k | 154.64 | |
| Amazon (AMZN) | 2.3 | $1.8M | 9.3k | 190.26 | |
| Home Depot (HD) | 2.2 | $1.6M | 4.5k | 366.49 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $1.5M | 6.0k | 245.30 | |
| Procter & Gamble Company (PG) | 1.6 | $1.2M | 7.3k | 170.43 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $1.1M | 2.4k | 468.92 | |
| Broadcom (AVGO) | 1.3 | $955k | 5.7k | 167.43 | |
| Vanguard World Utilities Etf (VPU) | 1.0 | $790k | 4.6k | 170.81 | |
| Eli Lilly & Co. (LLY) | 1.0 | $755k | 914.00 | 825.91 | |
| Cisco Systems (CSCO) | 0.9 | $708k | 12k | 61.71 | |
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $640k | 3.1k | 206.48 | |
| Abbvie (ABBV) | 0.7 | $570k | 2.7k | 209.52 | |
| Palo Alto Networks (PANW) | 0.7 | $560k | 3.3k | 170.64 | |
| Costco Wholesale Corporation (COST) | 0.7 | $556k | 588.00 | 945.78 | |
| Automatic Data Processing (ADP) | 0.7 | $503k | 1.6k | 305.53 | |
| Johnson & Johnson (JNJ) | 0.6 | $461k | 2.8k | 165.84 | |
| Netflix (NFLX) | 0.6 | $434k | 465.00 | 932.53 | |
| Pepsi (PEP) | 0.6 | $427k | 2.9k | 149.94 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $375k | 3.8k | 97.95 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $368k | 2.8k | 132.46 | |
| Danaher Corporation (DHR) | 0.5 | $357k | 1.7k | 205.00 | |
| Abbott Laboratories (ABT) | 0.5 | $353k | 2.7k | 132.65 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $349k | 2.9k | 118.94 | |
| Chevron Corporation (CVX) | 0.5 | $349k | 2.1k | 167.29 | |
| McDonald's Corporation (MCD) | 0.4 | $320k | 1.0k | 312.37 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $317k | 854.00 | 370.82 | |
| Goldman Sachs (GS) | 0.4 | $313k | 572.00 | 546.29 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $303k | 542.00 | 559.39 | |
| Pfizer (PFE) | 0.4 | $298k | 12k | 25.34 | |
| Dover Corporation (DOV) | 0.4 | $286k | 1.6k | 175.68 | |
| Visa Com Cl A (V) | 0.4 | $284k | 811.00 | 350.46 | |
| Linde SHS (LIN) | 0.4 | $279k | 600.00 | 465.64 | |
| Fiserv (FI) | 0.3 | $265k | 1.2k | 220.83 | |
| Calamos Etf Tr Alternative Nasd (CANQ) | 0.3 | $263k | 9.8k | 26.71 | |
| Meta Platforms Cl A (META) | 0.3 | $245k | 425.00 | 576.36 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $237k | 7.9k | 30.10 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $201k | 1.4k | 142.22 |
