Sulzberger Capital Advisors, Inc. Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$85.5B
Holdings
51
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHVISHARES TR | 259,805 | $28.7B | 33.57% | |
| 2 | MSFTMICROSOFT CORP | 11,057 | $5.5B | 6.44% | |
| 3 | NVDANVIDIA CORPORATION | 33,369 | $5.3B | 6.17% | |
| 4 | VOOVANGUARD INDEX FDS | 8,339 | $4.7B | 5.54% | |
| 5 | VTIVANGUARD INDEX FDS | 10,676 | $3.2B | 3.80% | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 50,812 | $2.9B | 3.38% | |
| 7 | QQQMINVESCO EXCH TRADED FD TR II | 12,584 | $2.9B | 3.34% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,222 | $2.5B | 2.97% | |
| 9 | NEENEXTERA ENERGY INC | 33,450 | $2.3B | 2.72% | |
| 10 | GOOGLALPHABET INC | 10,693 | $1.9B | 2.21% | |
| 11 | AMZNAMAZON COM INC | 8,373 | $1.8B | 2.15% | |
| 12 | JPMJPMORGAN CHASE & CO. | 5,772 | $1.7B | 1.96% | |
| 13 | JEPQJ P MORGAN EXCHANGE TRADED F | 30,528 | $1.7B | 1.94% | |
| 14 | HDHOME DEPOT INC | 4,492 | $1.6B | 1.93% | |
| 15 | AVGOBROADCOM INC | 5,461 | $1.5B | 1.76% | |
| 16 | AAPLAPPLE INC | 7,184 | $1.5B | 1.72% | |
| 17 | NDQINVESCO QQQ TR | 2,218 | $1.2B | 1.43% | |
| 18 | PGPROCTER AND GAMBLE CO | 6,597 | $1.1B | 1.23% | |
| 19 | VPUVANGUARD WORLD FD | 4,626 | $816.5M | 0.96% | |
| 20 | CSCOCISCO SYS INC | 11,471 | $795.9M | 0.93% | |
| 21 | XLKSELECT SECTOR SPDR TR | 3,100 | $785.0M | 0.92% | |
| 22 | PANWPALO ALTO NETWORKS INC | 3,284 | $672.0M | 0.79% | |
| 23 | LLYELI LILLY & CO | 842 | $656.4M | 0.77% | |
| 24 | NFLXNETFLIX INC | 453 | $606.6M | 0.71% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 588 | $582.1M | 0.68% | |
| 26 | ADPAUTOMATIC DATA PROCESSING IN | 1,647 | $507.9M | 0.59% | |
| 27 | ABBVABBVIE INC | 2,718 | $504.5M | 0.59% | |
| 28 | SPSBSPDR SERIES TRUST | 14,540 | $439.0M | 0.51% | |
| 29 | GQ9SPDR GOLD TR | 1,422 | $433.5M | 0.51% | |
| 30 | JNJJOHNSON & JOHNSON | 2,760 | $421.6M | 0.49% | |
| 31 | ESGVVANGUARD WORLD FD | 3,827 | $419.6M | 0.49% | |
| 32 | RTXRTX CORPORATION | 2,778 | $405.6M | 0.47% | |
| 33 | PEPPEPSICO INC | 2,850 | $376.3M | 0.44% | |
| 34 | ABTABBOTT LABS | 2,663 | $362.2M | 0.42% | |
| 35 | VUGVANGUARD INDEX FDS | 808 | $354.2M | 0.41% | |
| 36 | DHRDANAHER CORPORATION | 1,690 | $333.8M | 0.39% | |
| 37 | XOMEXXON MOBIL CORP | 2,926 | $315.5M | 0.37% | |
| 38 | MCDMCDONALDS CORP | 1,023 | $298.9M | 0.35% | |
| 39 | DOVDOVER CORP | 1,625 | $297.7M | 0.35% | |
| 40 | CVXCHEVRON CORP NEW | 2,064 | $295.5M | 0.35% | |
| 41 | ORCLORACLE CORP | 1,350 | $295.2M | 0.35% | |
| 42 | GSGOLDMAN SACHS GROUP INC | 407 | $288.1M | 0.34% | |
| 43 | VVISA INC | 805 | $285.8M | 0.33% | |
| 44 | PFEPFIZER INC | 11,770 | $285.3M | 0.33% | |
| 45 | LINLINDE PLC | 600 | $281.5M | 0.33% | |
| 46 | CANQCALAMOS ETF TR | 9,081 | $262.2M | 0.31% | |
| 47 | METAMETA PLATFORMS INC | 317 | $234.0M | 0.27% | |
| 48 | AMATAPPLIED MATLS INC | 1,200 | $219.7M | 0.26% | |
| 49 | VEAVANGUARD TAX-MANAGED FDS | 3,700 | $210.9M | 0.25% | |
| 50 | FISVFISERV INC | 1,200 | $206.9M | 0.24% | |
| 51 | LQTIFIRST TR EXCHANGE-TRADED FD | 10,172 | $206.7M | 0.24% |