Sulzberger Capital Advisors as of Sept. 30, 2025
Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 28.5 | $26M | 231k | 110.49 | |
| NVIDIA Corporation (NVDA) | 7.0 | $6.3M | 34k | 186.58 | |
| Microsoft Corporation (MSFT) | 6.4 | $5.7M | 11k | 517.97 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.7 | $5.1M | 8.4k | 612.34 | |
| First Tr Exchange-traded Vest Investment (LQTI) | 4.0 | $3.6M | 177k | 20.41 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $3.4M | 10k | 328.17 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.7 | $3.3M | 13k | 247.13 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.5 | $3.1M | 55k | 57.10 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $2.6M | 5.2k | 502.75 | |
| Nextera Energy (NEE) | 2.8 | $2.5M | 34k | 75.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $2.5M | 10k | 243.10 | |
| Broadcom (AVGO) | 2.0 | $1.8M | 5.5k | 329.91 | |
| Apple (AAPL) | 2.0 | $1.8M | 7.2k | 254.63 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.0 | $1.8M | 32k | 57.52 | |
| Amazon (AMZN) | 2.0 | $1.8M | 8.2k | 219.57 | |
| Home Depot (HD) | 2.0 | $1.8M | 4.4k | 405.19 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $1.7M | 5.3k | 315.43 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $1.3M | 2.2k | 600.37 | |
| Procter & Gamble Company (PG) | 1.1 | $968k | 6.3k | 153.64 | |
| Vanguard World Utilities Etf (VPU) | 1.0 | $887k | 4.7k | 189.41 | |
| Cisco Systems (CSCO) | 0.9 | $785k | 12k | 68.42 | |
| Palo Alto Networks (PANW) | 0.7 | $669k | 3.3k | 203.62 | |
| Eli Lilly & Co. (LLY) | 0.7 | $649k | 851.00 | 763.00 | |
| Abbvie (ABBV) | 0.7 | $629k | 2.7k | 231.54 | |
| Netflix (NFLX) | 0.6 | $579k | 483.00 | 1198.92 | |
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $541k | 1.9k | 281.86 | |
| Costco Wholesale Corporation (COST) | 0.6 | $540k | 583.00 | 925.63 | |
| Automatic Data Processing (ADP) | 0.5 | $481k | 1.6k | 293.50 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $453k | 3.8k | 118.44 | |
| Johnson & Johnson (JNJ) | 0.5 | $445k | 2.4k | 185.42 | |
| Spdr Series Trust Portfolio Short (SPSB) | 0.5 | $440k | 15k | 30.29 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $389k | 810.00 | 479.61 | |
| Oracle Corporation (ORCL) | 0.4 | $380k | 1.4k | 281.24 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $358k | 1.0k | 355.47 | |
| Abbott Laboratories (ABT) | 0.4 | $357k | 2.7k | 133.94 | |
| Danaher Corporation (DHR) | 0.4 | $335k | 1.7k | 198.26 | |
| Goldman Sachs (GS) | 0.4 | $324k | 407.00 | 796.35 | |
| McDonald's Corporation (MCD) | 0.3 | $311k | 1.0k | 303.89 | |
| Meta Platforms Cl A (META) | 0.3 | $296k | 403.00 | 734.38 | |
| Chevron Corporation (CVX) | 0.3 | $293k | 1.9k | 155.29 | |
| Linde SHS (LIN) | 0.3 | $285k | 600.00 | 475.00 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $285k | 2.5k | 112.77 | |
| Visa Com Cl A (V) | 0.3 | $275k | 805.00 | 341.38 | |
| Calamos Etf Tr Nasdaq Equity (CANQ) | 0.3 | $260k | 8.6k | 30.14 | |
| Applied Materials (AMAT) | 0.3 | $246k | 1.2k | 204.74 | |
| Pepsi (PEP) | 0.3 | $243k | 1.7k | 140.44 | |
| Pfizer (PFE) | 0.3 | $242k | 9.5k | 25.48 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $234k | 1.4k | 167.33 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $222k | 3.7k | 59.92 | |
| Philip Morris International (PM) | 0.2 | $217k | 1.3k | 162.20 | |
| Ishares Tr Esg Optimized (SUSA) | 0.2 | $204k | 1.5k | 135.65 |
