13F HOLDINGS REPORT
Sulzberger Capital Advisors, Inc.
Quarter ended Q1 2025 · Filed April 11, 2025 · Accession 0001172661-25-001486
Total Value
$76.1M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288679 | 203,618 | $22.5M | 29.56% |
| 2 | VANGUARD INDEX FDS | 922908363 | 9,060 | $4.7M | 6.12% |
| 3 | MICROSOFT CORP | MSFT | 11,341 | $4.3M | 5.60% |
| 4 | VANGUARD INDEX FDS | 922908769 | 12,876 | $3.5M | 4.65% |
| 5 | NVIDIA CORPORATION | NVDA | 32,620 | $3.5M | 4.65% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 59,608 | $3.4M | 4.48% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,272 | $2.8M | 3.69% |
| 8 | INVESCO EXCH TRADED FD TR II | IVZ | 14,357 | $2.8M | 3.64% |
| 9 | NEXTERA ENERGY INC | NEE-PW | 34,200 | $2.4M | 3.19% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 40,149 | $2.1M | 2.73% |
| 11 | APPLE INC | AAPL | 8,984 | $2.0M | 2.62% |
| 12 | ALPHABET INC | GOOG | 11,457 | $1.8M | 2.33% |
| 13 | AMAZON COM INC | AMZN | 9,253 | $1.8M | 2.31% |
| 14 | HOME DEPOT INC | HD | 4,502 | $1.6M | 2.17% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 6,034 | $1.5M | 1.95% |
| 16 | PROCTER AND GAMBLE CO | 742718109 | 7,252 | $1.2M | 1.62% |
| 17 | INVESCO QQQ TR | IVZ | 2,368 | $1.1M | 1.46% |
| 18 | BROADCOM INC | AVGO | 5,703 | $954,853 | 1.25% |
| 19 | VANGUARD WORLD FD | 92204A876 | 4,626 | $790,167 | 1.04% |
| 20 | ELI LILLY & CO | LLY | 914 | $754,882 | 0.99% |
| 21 | CISCO SYS INC | CSCO | 11,467 | $707,670 | 0.93% |
| 22 | SELECT SECTOR SPDR TR | 81369Y803 | 3,100 | $640,088 | 0.84% |
| 23 | ABBVIE INC | ABBV | 2,718 | $569,475 | 0.75% |
| 24 | PALO ALTO NETWORKS INC | PANW | 3,284 | $560,382 | 0.74% |
| 25 | COSTCO WHSL CORP NEW | 22160K105 | 588 | $556,119 | 0.73% |
| 26 | AUTOMATIC DATA PROCESSING IN | ADP | 1,647 | $503,208 | 0.66% |
| 27 | JOHNSON & JOHNSON | JNJ | 2,780 | $461,035 | 0.61% |
| 28 | NETFLIX INC | NFLX | 465 | $433,626 | 0.57% |
| 29 | PEPSICO INC | PEP | 2,850 | $427,329 | 0.56% |
| 30 | VANGUARD WORLD FD | 921910733 | 3,827 | $374,855 | 0.49% |
| 31 | RTX CORPORATION | RTX | 2,778 | $367,974 | 0.48% |
| 32 | DANAHER CORPORATION | 235851102 | 1,740 | $356,700 | 0.47% |
| 33 | ABBOTT LABS | ABLZF | 2,663 | $353,247 | 0.46% |
| 34 | EXXON MOBIL CORP | XOM | 2,936 | $349,220 | 0.46% |
| 35 | CHEVRON CORP NEW | CVX | 2,084 | $348,632 | 0.46% |
| 36 | MCDONALDS CORP | MCD | 1,023 | $319,555 | 0.42% |
| 37 | VANGUARD INDEX FDS | 922908736 | 854 | $316,680 | 0.42% |
| 38 | GOLDMAN SACHS GROUP INC | GSCE | 572 | $312,478 | 0.41% |
| 39 | SPDR S&P 500 ETF TR | SPY | 542 | $303,189 | 0.40% |
| 40 | PFIZER INC | PFE | 11,770 | $298,252 | 0.39% |
| 41 | DOVER CORP | DOV | 1,625 | $285,480 | 0.38% |
| 42 | VISA INC | V | 811 | $284,223 | 0.37% |
| 43 | LINDE PLC | LIN | 600 | $279,384 | 0.37% |
| 44 | FISERV INC | FISV | 1,200 | $264,996 | 0.35% |
| 45 | CALAMOS ETF TR | 12811T506 | 9,840 | $262,805 | 0.35% |
| 46 | META PLATFORMS INC | META | 425 | $244,953 | 0.32% |
| 47 | SPDR SER TR | 78464A474 | 7,870 | $236,887 | 0.31% |
| 48 | KIMBERLY-CLARK CORP | KMB | 1,415 | $201,241 | 0.26% |