Sulzberger Capital Advisors, Inc. Top Holdings and 13F Report (2025) About Sulzberger Capital Advisors, Inc.Investment ActivitySulzberger Capital Advisors, Inc. has $76.09 million in total holdings as of March 31, 2025.Sulzberger Capital Advisors, Inc. owns shares of 48 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 20.78% of the portfolio was purchased this quarter.About 31.43% of the portfolio was sold this quarter.This quarter, Sulzberger Capital Advisors, Inc. has purchased 56 new stocks and bought additional shares in 3 stocks.Sulzberger Capital Advisors, Inc. sold shares of 33 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $22,491,644Vanguard S&P 500 ETF $4,656,080Microsoft $4,257,667Vanguard Total Stock Market ETF $3,538,917NVIDIA $3,535,356 Largest New Holdings this Quarter 12811T506 - CALAMOS ETF TR $262,805 Holding494368103 - Kimberly-Clark $201,241 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 138,851 shares (about $15.34M)CALAMOS ETF TR 9,840 shares (about $262.81K)Kimberly-Clark 1,415 shares (about $201.24K)Visa 38 shares (about $13.32K)Cisco Systems 3 shares (about $185.14) Largest Sales this Quarter Vanguard Total Stock Market ETF 7,521 shares (about $2.07M)JPMorgan Equity Premium Income ETF 28,915 shares (about $1.65M)Vanguard S&P 500 ETF 3,142 shares (about $1.61M)JPMorgan Nasdaq Equity Premium Income ETF 29,421 shares (about $1.52M)Invesco NASDAQ 100 ETF 7,768 shares (about $1.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSulzberger Capital Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$22,491,644$15,337,481 ▲214.4%203,61829.6%ETFVOOVanguard S&P 500 ETF$4,656,080$1,614,724 ▼-25.7%9,0606.1%ETFMSFTMicrosoft$4,257,667$671,255 ▼-13.6%11,3415.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,538,917$2,067,117 ▼-36.9%12,8764.7%ETFNVDANVIDIA$3,535,356$1,482,855 ▼-29.5%32,6204.6%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$3,406,001$1,652,203 ▼-32.7%59,6084.5%ETFBRK.BBerkshire Hathaway$2,807,795$758,403 ▼-21.3%5,2723.7%FinanceQQQMInvesco NASDAQ 100 ETF$2,771,230$1,499,402 ▼-35.1%14,3573.6%ETFNEENextEra Energy$2,424,438$513,598 ▼-17.5%34,2003.2%UtilitiesJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,078,915$1,523,419 ▼-42.3%40,1492.7%ETFAAPLApple$1,995,616$1,077,331 ▼-35.1%8,9842.6%Computer and TechnologyGOOGLAlphabet$1,771,710$577,890 ▼-24.6%11,4572.3%Computer and TechnologyAMZNAmazon.com$1,760,476$875,196 ▼-33.2%9,2532.3%Retail/WholesaleHDHome Depot$1,649,9380.0%4,5022.2%Retail/WholesaleJPMJPMorgan Chase & Co.$1,480,140$99,346 ▼-6.3%6,0341.9%FinancePGProcter & Gamble$1,235,944$640,128 ▼-34.1%7,2521.6%Consumer StaplesQQQInvesco QQQ$1,110,403$614,285 ▼-35.6%2,3681.5%FinanceAVGOBroadcom$954,853$213,306 ▼-18.3%5,7031.3%Computer and TechnologyVPUVanguard Utilities ETF$790,167$437,615 ▼-35.6%4,6261.0%ETFLLYEli Lilly and Company$754,882$593,004 ▼-44.0%9141.0%MedicalCSCOCisco Systems$707,670$185 ▲0.0%11,4670.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$640,088$75,365 ▼-10.5%3,1000.8%ETFABBVAbbVie$569,4750.0%2,7180.7%MedicalPANWPalo Alto Networks$560,382$282,580 ▼-33.5%3,2840.7%Computer and TechnologyCOSTCostco Wholesale$556,119$275,222 ▼-33.1%5880.7%Retail/WholesaleADPAutomatic Data Processing$503,2080.0%1,6470.7%Business ServicesJNJJohnson & Johnson$461,035$58,044 ▼-11.2%2,7800.6%MedicalNFLXNetflix$433,626$217,279 ▼-33.4%4650.6%Consumer DiscretionaryPEPPepsiCo$427,3290.0%2,8500.6%Consumer StaplesESGVVanguard ESG US Stock ETF$374,855$142,419 ▼-27.5%3,8270.5%ETFRTXRTX$367,974$55,898 ▼-13.2%2,7780.5%AerospaceDHRDanaher$356,700$10,250 ▼-2.8%1,7400.5%MedicalABTAbbott Laboratories$353,2470.0%2,6630.5%MedicalXOMExxon Mobil$349,220$483,865 ▼-58.1%2,9360.5%EnergyCVXChevron$348,632$11,710 ▼-3.2%2,0840.5%EnergyMCDMcDonald's$319,5550.0%1,0230.4%Retail/WholesaleVUGVanguard Growth ETF$316,680$41,161 ▼-11.5%8540.4%ETFGSThe Goldman Sachs Group$312,478$131,656 ▼-29.6%5720.4%FinanceSPYSPDR S&P 500 ETF Trust$303,189$971,100 ▼-76.2%5420.4%FinancePFEPfizer$298,2520.0%11,7700.4%MedicalDOVDover$285,4800.0%1,6250.4%IndustrialsVVisa$284,223$13,317 ▲4.9%8110.4%Business ServicesLINDE PLC$279,3840.0%6000.4%SHSFIFiserv$264,9960.0%1,2000.3%Business ServicesCALAMOS ETF TR$262,805$262,805 ▲New Holding9,8400.3%ALTERNATIVE NASDMETAMeta Platforms$244,953$41,498 ▼-14.5%4250.3%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$236,887$54,180 ▼-18.6%7,8700.3%ETFKMBKimberly-Clark$201,241$201,241 ▲New Holding1,4150.3%Consumer StaplesJQUAJPMorgan US Quality Factor ETF$0$1,030,574 ▼-100.0%00.0%ETFGDGeneral Dynamics$0$602,361 ▼-100.0%00.0%AerospaceARESAres Management$0$515,204 ▼-100.0%00.0%FinanceCRMSalesforce$0$426,271 ▼-100.0%00.0%Computer and TechnologyKOCoca-Cola$0$419,523 ▼-100.0%00.0%Consumer StaplesCATCaterpillar$0$235,794 ▼-100.0%00.0%IndustrialsORCLOracle$0$234,962 ▼-100.0%00.0%Computer and TechnologyDUKDuke Energy$0$233,796 ▼-100.0%00.0%UtilitiesSHELShell$0$230,803 ▼-100.0%00.0%EnergyIWMiShares Russell 2000 ETF$0$222,728 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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