13F HOLDINGS REPORT
Sulzberger Capital Advisors, Inc.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001242
Total Value
$88.4M
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288679 | 64,767 | $7.1M | 8.06% |
| 2 | VANGUARD INDEX FDS | 922908363 | 12,202 | $6.6M | 7.43% |
| 3 | NVIDIA CORPORATION | NVDA | 46,302 | $6.2M | 7.03% |
| 4 | VANGUARD INDEX FDS | 922908769 | 20,397 | $5.9M | 6.68% |
| 5 | MICROSOFT CORP | MSFT | 13,129 | $5.5M | 6.26% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 88,523 | $5.1M | 5.76% |
| 7 | INVESCO EXCH TRADED FD TR II | IVZ | 22,125 | $4.7M | 5.26% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 69,570 | $3.9M | 4.43% |
| 9 | APPLE INC | AAPL | 13,834 | $3.5M | 3.92% |
| 10 | AMAZON COM INC | AMZN | 13,853 | $3.0M | 3.44% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,696 | $3.0M | 3.43% |
| 12 | NEXTERA ENERGY INC | NEE-PW | 41,445 | $3.0M | 3.36% |
| 13 | ALPHABET INC | GOOG | 15,194 | $2.9M | 3.25% |
| 14 | INVESCO QQQ TR | IVZ | 3,678 | $1.9M | 2.13% |
| 15 | HOME DEPOT INC | HD | 4,502 | $1.8M | 1.98% |
| 16 | BROADCOM INC | AVGO | 6,977 | $1.6M | 1.83% |
| 17 | PROCTER AND GAMBLE CO | 742718109 | 9,608 | $1.6M | 1.82% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 6,439 | $1.5M | 1.75% |
| 19 | ELI LILLY & CO | LLY | 1,632 | $1.3M | 1.42% |
| 20 | VANGUARD WORLD FD | 92204A876 | 7,188 | $1.2M | 1.33% |
| 21 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 17,995 | $1.0M | 1.17% |
| 22 | PALO ALTO NETWORKS INC | PANW | 4,940 | $898,882 | 1.02% |
| 23 | SPDR S&P 500 ETF TR | SPY | 1,478 | $866,226 | 0.98% |
| 24 | SELECT SECTOR SPDR TR | 81369Y803 | 3,465 | $805,682 | 0.91% |
| 25 | COSTCO WHSL CORP NEW | 22160K105 | 879 | $805,401 | 0.91% |
| 26 | EXXON MOBIL CORP | XOM | 7,004 | $753,458 | 0.85% |
| 27 | CISCO SYS INC | CSCO | 11,464 | $678,694 | 0.77% |
| 28 | NETFLIX INC | NFLX | 698 | $622,141 | 0.70% |
| 29 | GENERAL DYNAMICS CORP | GD | 2,286 | $602,361 | 0.68% |
| 30 | VANGUARD WORLD FD | 921910733 | 5,281 | $553,925 | 0.63% |
| 31 | ARES MANAGEMENT CORPORATION | ARES-PB | 2,910 | $515,204 | 0.58% |
| 32 | ABBVIE INC | ABBV | 2,718 | $482,989 | 0.55% |
| 33 | AUTOMATIC DATA PROCESSING IN | ADP | 1,647 | $482,126 | 0.55% |
| 34 | SPDR S&P 500 ETF TR | SPY | 800 | $468,864 | 0.53% |
| 35 | GOLDMAN SACHS GROUP INC | GSCE | 813 | $465,540 | 0.53% |
| 36 | JOHNSON & JOHNSON | JNJ | 3,130 | $452,661 | 0.51% |
| 37 | PEPSICO INC | PEP | 2,850 | $433,371 | 0.49% |
| 38 | SALESFORCE INC | CRM | 1,275 | $426,271 | 0.48% |
| 39 | DANAHER CORPORATION | 235851102 | 1,790 | $410,895 | 0.46% |
| 40 | VANGUARD INDEX FDS | 922908736 | 965 | $396,075 | 0.45% |
| 41 | RTX CORPORATION | RTX | 3,200 | $370,406 | 0.42% |
| 42 | PFIZER INC | PFE | 11,770 | $312,258 | 0.35% |
| 43 | CHEVRON CORP NEW | CVX | 2,154 | $311,985 | 0.35% |
| 44 | DOVER CORP | DOV | 1,625 | $304,850 | 0.34% |
| 45 | ABBOTT LABS | ABLZF | 2,663 | $301,212 | 0.34% |
| 46 | MCDONALDS CORP | MCD | 1,023 | $296,557 | 0.34% |
| 47 | META PLATFORMS INC | META | 497 | $290,998 | 0.33% |
| 48 | SPDR SER TR | 78464A474 | 9,670 | $288,746 | 0.33% |
| 49 | COCA COLA CO | KO | 4,338 | $270,099 | 0.31% |
| 50 | LINDE PLC | LIN | 600 | $251,202 | 0.28% |
| 51 | FISERV INC | FISV | 1,200 | $246,504 | 0.28% |
| 52 | VISA INC | V | 773 | $244,299 | 0.28% |
| 53 | CATERPILLAR INC | CAT | 650 | $235,794 | 0.27% |
| 54 | ORACLE CORP | ORCL-PD | 1,410 | $234,962 | 0.27% |
| 55 | PROCTER AND GAMBLE CO | 742718109 | 1,400 | $234,710 | 0.27% |
| 56 | DUKE ENERGY CORP NEW | DUKB | 2,170 | $233,796 | 0.26% |
| 57 | SHELL PLC | RYDAF | 3,684 | $230,803 | 0.26% |
| 58 | ISHARES TR | 464287655 | 1,008 | $222,728 | 0.25% |
| 59 | COCA COLA CO | KO | 2,400 | $149,424 | 0.17% |