Sulzberger Capital Advisors, Inc. Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$76.1B
Holdings
48
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHVISHARES TR | 203,618 | $22.5B | 29.56% | |
| 2 | VOOVANGUARD INDEX FDS | 9,060 | $4.7B | 6.12% | |
| 3 | MSFTMICROSOFT CORP | 11,341 | $4.3B | 5.60% | |
| 4 | VTIVANGUARD INDEX FDS | 12,876 | $3.5B | 4.65% | |
| 5 | NVDANVIDIA CORPORATION | 32,620 | $3.5B | 4.65% | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 59,608 | $3.4B | 4.48% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,272 | $2.8B | 3.69% | |
| 8 | QQQMINVESCO EXCH TRADED FD TR II | 14,357 | $2.8B | 3.64% | |
| 9 | NEENEXTERA ENERGY INC | 34,200 | $2.4B | 3.19% | |
| 10 | JEPQJ P MORGAN EXCHANGE TRADED F | 40,149 | $2.1B | 2.73% | |
| 11 | AAPLAPPLE INC | 8,984 | $2.0B | 2.62% | |
| 12 | GOOGLALPHABET INC | 11,457 | $1.8B | 2.33% | |
| 13 | AMZNAMAZON COM INC | 9,253 | $1.8B | 2.31% | |
| 14 | HDHOME DEPOT INC | 4,502 | $1.6B | 2.17% | |
| 15 | JPMJPMORGAN CHASE & CO. | 6,034 | $1.5B | 1.95% | |
| 16 | PGPROCTER AND GAMBLE CO | 7,252 | $1.2B | 1.62% | |
| 17 | NDQINVESCO QQQ TR | 2,368 | $1.1B | 1.46% | |
| 18 | AVGOBROADCOM INC | 5,703 | $954.9M | 1.25% | |
| 19 | VPUVANGUARD WORLD FD | 4,626 | $790.2M | 1.04% | |
| 20 | LLYELI LILLY & CO | 914 | $754.9M | 0.99% | |
| 21 | CSCOCISCO SYS INC | 11,467 | $707.7M | 0.93% | |
| 22 | XLKSELECT SECTOR SPDR TR | 3,100 | $640.1M | 0.84% | |
| 23 | ABBVABBVIE INC | 2,718 | $569.5M | 0.75% | |
| 24 | PANWPALO ALTO NETWORKS INC | 3,284 | $560.4M | 0.74% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 588 | $556.1M | 0.73% | |
| 26 | ADPAUTOMATIC DATA PROCESSING IN | 1,647 | $503.2M | 0.66% | |
| 27 | JNJJOHNSON & JOHNSON | 2,780 | $461.0M | 0.61% | |
| 28 | NFLXNETFLIX INC | 465 | $433.6M | 0.57% | |
| 29 | PEPPEPSICO INC | 2,850 | $427.3M | 0.56% | |
| 30 | ESGVVANGUARD WORLD FD | 3,827 | $374.9M | 0.49% | |
| 31 | RTXRTX CORPORATION | 2,778 | $368.0M | 0.48% | |
| 32 | DHRDANAHER CORPORATION | 1,740 | $356.7M | 0.47% | |
| 33 | ABTABBOTT LABS | 2,663 | $353.2M | 0.46% | |
| 34 | XOMEXXON MOBIL CORP | 2,936 | $349.2M | 0.46% | |
| 35 | CVXCHEVRON CORP NEW | 2,084 | $348.6M | 0.46% | |
| 36 | MCDMCDONALDS CORP | 1,023 | $319.6M | 0.42% | |
| 37 | VUGVANGUARD INDEX FDS | 854 | $316.7M | 0.42% | |
| 38 | GSGOLDMAN SACHS GROUP INC | 572 | $312.5M | 0.41% | |
| 39 | SPYSPDR S&P 500 ETF TR | 542 | $303.2M | 0.40% | |
| 40 | PFEPFIZER INC | 11,770 | $298.3M | 0.39% | |
| 41 | DOVDOVER CORP | 1,625 | $285.5M | 0.38% | |
| 42 | VVISA INC | 811 | $284.2M | 0.37% | |
| 43 | LINLINDE PLC | 600 | $279.4M | 0.37% | |
| 44 | FISVFISERV INC | 1,200 | $265.0M | 0.35% | |
| 45 | CANQCALAMOS ETF TR | 9,840 | $262.8M | 0.35% | |
| 46 | METAMETA PLATFORMS INC | 425 | $245.0M | 0.32% | |
| 47 | SPSBSPDR SER TR | 7,870 | $236.9M | 0.31% | |
| 48 | KMBKIMBERLY-CLARK CORP | 1,415 | $201.2M | 0.26% |