13F HOLDINGS REPORT
Sulzberger Capital Advisors, Inc.
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001172661-25-002902
Total Value
$85.5M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288679 | 259,805 | $28.7M | 33.57% |
| 2 | MICROSOFT CORP | MSFT | 11,057 | $5.5M | 6.44% |
| 3 | NVIDIA CORPORATION | NVDA | 33,369 | $5.3M | 6.17% |
| 4 | VANGUARD INDEX FDS | 922908363 | 8,339 | $4.7M | 5.54% |
| 5 | VANGUARD INDEX FDS | 922908769 | 10,676 | $3.2M | 3.80% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 50,812 | $2.9M | 3.38% |
| 7 | INVESCO EXCH TRADED FD TR II | IVZ | 12,584 | $2.9M | 3.34% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,222 | $2.5M | 2.97% |
| 9 | NEXTERA ENERGY INC | NEE-PW | 33,450 | $2.3M | 2.72% |
| 10 | ALPHABET INC | GOOG | 10,693 | $1.9M | 2.21% |
| 11 | AMAZON COM INC | AMZN | 8,373 | $1.8M | 2.15% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 5,772 | $1.7M | 1.96% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 30,528 | $1.7M | 1.94% |
| 14 | HOME DEPOT INC | HD | 4,492 | $1.6M | 1.93% |
| 15 | BROADCOM INC | AVGO | 5,461 | $1.5M | 1.76% |
| 16 | APPLE INC | AAPL | 7,184 | $1.5M | 1.72% |
| 17 | INVESCO QQQ TR | IVZ | 2,218 | $1.2M | 1.43% |
| 18 | PROCTER AND GAMBLE CO | 742718109 | 6,597 | $1.1M | 1.23% |
| 19 | VANGUARD WORLD FD | 92204A876 | 4,626 | $816,535 | 0.96% |
| 20 | CISCO SYS INC | CSCO | 11,471 | $795,881 | 0.93% |
| 21 | SELECT SECTOR SPDR TR | 81369Y803 | 3,100 | $785,013 | 0.92% |
| 22 | PALO ALTO NETWORKS INC | PANW | 3,284 | $672,038 | 0.79% |
| 23 | ELI LILLY & CO | LLY | 842 | $656,364 | 0.77% |
| 24 | NETFLIX INC | NFLX | 453 | $606,626 | 0.71% |
| 25 | COSTCO WHSL CORP NEW | 22160K105 | 588 | $582,085 | 0.68% |
| 26 | AUTOMATIC DATA PROCESSING IN | ADP | 1,647 | $507,935 | 0.59% |
| 27 | ABBVIE INC | ABBV | 2,718 | $504,515 | 0.59% |
| 28 | SPDR SERIES TRUST | 78464A474 | 14,540 | $438,963 | 0.51% |
| 29 | SPDR GOLD TR | GLD | 1,422 | $433,468 | 0.51% |
| 30 | JOHNSON & JOHNSON | JNJ | 2,760 | $421,590 | 0.49% |
| 31 | VANGUARD WORLD FD | 921910733 | 3,827 | $419,592 | 0.49% |
| 32 | RTX CORPORATION | RTX | 2,778 | $405,644 | 0.47% |
| 33 | PEPSICO INC | PEP | 2,850 | $376,314 | 0.44% |
| 34 | ABBOTT LABS | ABLZF | 2,663 | $362,195 | 0.42% |
| 35 | VANGUARD INDEX FDS | 922908736 | 808 | $354,227 | 0.41% |
| 36 | DANAHER CORPORATION | 235851102 | 1,690 | $333,843 | 0.39% |
| 37 | EXXON MOBIL CORP | XOM | 2,926 | $315,460 | 0.37% |
| 38 | MCDONALDS CORP | MCD | 1,023 | $298,890 | 0.35% |
| 39 | DOVER CORP | DOV | 1,625 | $297,749 | 0.35% |
| 40 | CHEVRON CORP NEW | CVX | 2,064 | $295,544 | 0.35% |
| 41 | ORACLE CORP | ORCL-PD | 1,350 | $295,151 | 0.35% |
| 42 | GOLDMAN SACHS GROUP INC | GSCE | 407 | $288,054 | 0.34% |
| 43 | VISA INC | V | 805 | $285,815 | 0.33% |
| 44 | PFIZER INC | PFE | 11,770 | $285,305 | 0.33% |
| 45 | LINDE PLC | LIN | 600 | $281,508 | 0.33% |
| 46 | CALAMOS ETF TR | 12811T506 | 9,081 | $262,179 | 0.31% |
| 47 | META PLATFORMS INC | META | 317 | $233,975 | 0.27% |
| 48 | APPLIED MATLS INC | 038222105 | 1,200 | $219,684 | 0.26% |
| 49 | VANGUARD TAX-MANAGED FDS | 921943858 | 3,700 | $210,937 | 0.25% |
| 50 | FISERV INC | FISV | 1,200 | $206,892 | 0.24% |
| 51 | FIRST TR EXCHANGE-TRADED FD | 33738D747 | 10,172 | $206,735 | 0.24% |