Sulzberger Capital Advisors, Inc. Top Holdings and 13F Report (2025) About Sulzberger Capital Advisors, Inc.Investment ActivitySulzberger Capital Advisors, Inc. has $88.45 million in total holdings as of December 31, 2024.Sulzberger Capital Advisors, Inc. owns shares of 56 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Short Treasury Bond ETF $7,131,494Vanguard S&P 500 ETF $6,574,915NVIDIA $6,217,896Vanguard Total Stock Market ETF $5,911,299Microsoft $5,534,227 Sector AllocationMap of 500 Largest Holdings ofSulzberger Capital Advisors, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$7,131,49464,7678.1%ETFVOOVanguard S&P 500 ETF$6,574,91512,2027.4%ETFNVDANVIDIA$6,217,89646,3027.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,911,29920,3976.7%ETFMSFTMicrosoft$5,534,22713,1296.3%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$5,092,72888,5235.8%ETFQQQMInvesco NASDAQ 100 ETF$4,656,22822,1255.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,922,35769,5704.4%ETFAAPLApple$3,464,31013,8343.9%Computer and TechnologyAMZNAmazon.com$3,039,21013,8533.4%Retail/WholesaleBRK.BBerkshire Hathaway$3,035,1916,6963.4%FinanceNEENextEra Energy$2,971,19241,4453.4%UtilitiesGOOGLAlphabet$2,876,22415,1943.3%Computer and TechnologyQQQInvesco QQQ$1,880,3123,6782.1%FinancePGProcter & Gamble$1,845,63911,0082.1%Consumer StaplesHDHome Depot$1,751,2334,5022.0%Retail/WholesaleAVGOBroadcom$1,617,5486,9771.8%Computer and TechnologyJPMJPMorgan Chase & Co.$1,543,4936,4391.7%FinanceSPYSPDR S&P 500 ETF Trust$1,335,0902,2781.5%FinanceLLYEli Lilly and Company$1,259,9041,6321.4%MedicalVPUVanguard Utilities ETF$1,174,7977,1881.3%ETFJQUAJPMorgan US Quality Factor ETF$1,030,57417,9951.2%ETFPANWPalo Alto Networks$898,8824,9401.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$805,6823,4650.9%ETFCOSTCostco Wholesale$805,4018790.9%Retail/WholesaleXOMExxon Mobil$753,4587,0040.9%Oils/EnergyCSCOCisco Systems$678,69411,4640.8%Computer and TechnologyNFLXNetflix$622,1416980.7%Consumer DiscretionaryGDGeneral Dynamics$602,3612,2860.7%AerospaceESGVVanguard ESG US Stock ETF$553,9255,2810.6%ETFARESAres Management$515,2042,9100.6%FinanceABBVAbbVie$482,9892,7180.5%MedicalADPAutomatic Data Processing$482,1261,6470.5%Business ServicesGSThe Goldman Sachs Group$465,5408130.5%FinanceJNJJohnson & Johnson$452,6613,1300.5%MedicalPEPPepsiCo$433,3712,8500.5%Consumer StaplesCRMSalesforce$426,2711,2750.5%Computer and TechnologyKOCoca-Cola$419,5236,7380.5%Consumer StaplesDHRDanaher$410,8951,7900.5%MedicalVUGVanguard Growth ETF$396,0759650.4%ETFRTXRTX$370,4063,2000.4%AerospacePFEPfizer$312,25811,7700.4%MedicalCVXChevron$311,9852,1540.4%Oils/EnergyDOVDover$304,8501,6250.3%Industrial ProductsABTAbbott Laboratories$301,2122,6630.3%MedicalMCDMcDonald's$296,5571,0230.3%Retail/WholesaleMETAMeta Platforms$290,9984970.3%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$288,7469,6700.3%ETFLINDE PLC$251,2026000.3%SHSFIFiserv$246,5041,2000.3%Business ServicesVVisa$244,2997730.3%Business ServicesCATCaterpillar$235,7946500.3%Industrial ProductsORCLOracle$234,9621,4100.3%Computer and TechnologyDUKDuke Energy$233,7962,1700.3%UtilitiesSHELShell$230,8033,6840.3%Oils/EnergyIWMiShares Russell 2000 ETF$222,7281,0080.3%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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