Sulzberger Capital Advisors as of June 30, 2025
Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 51 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 33.6 | $29M | 260k | 110.42 | |
| Microsoft Corporation (MSFT) | 6.4 | $5.5M | 11k | 497.44 | |
| NVIDIA Corporation (NVDA) | 6.2 | $5.3M | 33k | 157.99 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.5 | $4.7M | 8.3k | 568.04 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $3.2M | 11k | 303.94 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.4 | $2.9M | 51k | 56.85 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.3 | $2.9M | 13k | 227.11 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $2.5M | 5.2k | 485.78 | |
| Nextera Energy (NEE) | 2.7 | $2.3M | 34k | 69.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $1.9M | 11k | 176.23 | |
| Amazon (AMZN) | 2.1 | $1.8M | 8.4k | 219.39 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $1.7M | 5.8k | 289.91 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.9 | $1.7M | 31k | 54.40 | |
| Home Depot (HD) | 1.9 | $1.6M | 4.5k | 366.64 | |
| Broadcom (AVGO) | 1.8 | $1.5M | 5.5k | 275.65 | |
| Apple (AAPL) | 1.7 | $1.5M | 7.2k | 205.17 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $1.2M | 2.2k | 551.64 | |
| Procter & Gamble Company (PG) | 1.2 | $1.1M | 6.6k | 159.33 | |
| Vanguard World Utilities Etf (VPU) | 1.0 | $817k | 4.6k | 176.51 | |
| Cisco Systems (CSCO) | 0.9 | $796k | 12k | 69.38 | |
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $785k | 3.1k | 253.23 | |
| Palo Alto Networks (PANW) | 0.8 | $672k | 3.3k | 204.64 | |
| Eli Lilly & Co. (LLY) | 0.8 | $656k | 842.00 | 779.53 | |
| Netflix (NFLX) | 0.7 | $607k | 453.00 | 1339.13 | |
| Costco Wholesale Corporation (COST) | 0.7 | $582k | 588.00 | 989.94 | |
| Automatic Data Processing (ADP) | 0.6 | $508k | 1.6k | 308.40 | |
| Abbvie (ABBV) | 0.6 | $505k | 2.7k | 185.62 | |
| Spdr Series Trust Portfolio Short (SPSB) | 0.5 | $439k | 15k | 30.19 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $434k | 1.4k | 304.83 | |
| Johnson & Johnson (JNJ) | 0.5 | $422k | 2.8k | 152.75 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $420k | 3.8k | 109.64 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $406k | 2.8k | 146.02 | |
| Pepsi (PEP) | 0.4 | $376k | 2.9k | 132.04 | |
| Abbott Laboratories (ABT) | 0.4 | $362k | 2.7k | 136.01 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $354k | 808.00 | 438.40 | |
| Danaher Corporation (DHR) | 0.4 | $334k | 1.7k | 197.54 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $316k | 2.9k | 107.81 | |
| McDonald's Corporation (MCD) | 0.3 | $299k | 1.0k | 292.17 | |
| Dover Corporation (DOV) | 0.3 | $298k | 1.6k | 183.23 | |
| Chevron Corporation (CVX) | 0.3 | $296k | 2.1k | 143.19 | |
| Oracle Corporation (ORCL) | 0.3 | $295k | 1.4k | 218.63 | |
| Goldman Sachs (GS) | 0.3 | $288k | 407.00 | 707.75 | |
| Visa Com Cl A (V) | 0.3 | $286k | 805.00 | 355.05 | |
| Pfizer (PFE) | 0.3 | $285k | 12k | 24.24 | |
| Linde SHS (LIN) | 0.3 | $282k | 600.00 | 469.18 | |
| Calamos Etf Tr Nasdaq Equity (CANQ) | 0.3 | $262k | 9.1k | 28.87 | |
| Meta Platforms Cl A (META) | 0.3 | $234k | 317.00 | 738.09 | |
| Applied Materials (AMAT) | 0.3 | $220k | 1.2k | 183.07 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $211k | 3.7k | 57.01 | |
| Fiserv (FI) | 0.2 | $207k | 1.2k | 172.41 | |
| First Tr Exchange-traded Vest Investment (LQTI) | 0.2 | $207k | 10k | 20.32 |
