Sulzberger Capital Advisors, Inc. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$88.4B
Holdings
56
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHVISHARES TR | 64,767 | $7.1B | 8.06% | |
| 2 | VOOVANGUARD INDEX FDS | 12,202 | $6.6B | 7.43% | |
| 3 | NVDANVIDIA CORPORATION | 46,302 | $6.2B | 7.03% | |
| 4 | VTIVANGUARD INDEX FDS | 20,397 | $5.9B | 6.68% | |
| 5 | MSFTMICROSOFT CORP | 13,129 | $5.5B | 6.26% | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 88,523 | $5.1B | 5.76% | |
| 7 | QQQMINVESCO EXCH TRADED FD TR II | 22,125 | $4.7B | 5.26% | |
| 8 | JEPQJ P MORGAN EXCHANGE TRADED F | 69,570 | $3.9B | 4.43% | |
| 9 | AAPLAPPLE INC | 13,834 | $3.5B | 3.92% | |
| 10 | AMZNAMAZON COM INC | 13,853 | $3.0B | 3.44% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,696 | $3.0B | 3.43% | |
| 12 | NEENEXTERA ENERGY INC | 41,445 | $3.0B | 3.36% | |
| 13 | GOOGLALPHABET INC | 15,194 | $2.9B | 3.25% | |
| 14 | NDQINVESCO QQQ TR | 3,678 | $1.9B | 2.13% | |
| 15 | PGPROCTER AND GAMBLE CO | 11,008 | $1.8B | 2.09% | Put |
| 16 | HDHOME DEPOT INC | 4,502 | $1.8B | 1.98% | |
| 17 | AVGOBROADCOM INC | 6,977 | $1.6B | 1.83% | |
| 18 | JPMJPMORGAN CHASE & CO. | 6,439 | $1.5B | 1.75% | |
| 19 | SPYSPDR S&P 500 ETF TR | 2,278 | $1.3B | 1.51% | Put |
| 20 | LLYELI LILLY & CO | 1,632 | $1.3B | 1.42% | |
| 21 | VPUVANGUARD WORLD FD | 7,188 | $1.2B | 1.33% | |
| 22 | JQUAJ P MORGAN EXCHANGE TRADED F | 17,995 | $1.0B | 1.17% | |
| 23 | PANWPALO ALTO NETWORKS INC | 4,940 | $898.9M | 1.02% | |
| 24 | XLKSELECT SECTOR SPDR TR | 3,465 | $805.7M | 0.91% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 879 | $805.4M | 0.91% | |
| 26 | XOMEXXON MOBIL CORP | 7,004 | $753.5M | 0.85% | |
| 27 | CSCOCISCO SYS INC | 11,464 | $678.7M | 0.77% | |
| 28 | NFLXNETFLIX INC | 698 | $622.1M | 0.70% | |
| 29 | GDGENERAL DYNAMICS CORP | 2,286 | $602.4M | 0.68% | |
| 30 | ESGVVANGUARD WORLD FD | 5,281 | $553.9M | 0.63% | |
| 31 | ARESARES MANAGEMENT CORPORATION | 2,910 | $515.2M | 0.58% | |
| 32 | ABBVABBVIE INC | 2,718 | $483.0M | 0.55% | |
| 33 | ADPAUTOMATIC DATA PROCESSING IN | 1,647 | $482.1M | 0.55% | |
| 34 | GSGOLDMAN SACHS GROUP INC | 813 | $465.5M | 0.53% | |
| 35 | JNJJOHNSON & JOHNSON | 3,130 | $452.7M | 0.51% | |
| 36 | PEPPEPSICO INC | 2,850 | $433.4M | 0.49% | |
| 37 | CRMSALESFORCE INC | 1,275 | $426.3M | 0.48% | |
| 38 | KOCOCA COLA CO | 6,738 | $419.5M | 0.47% | Put |
| 39 | DHRDANAHER CORPORATION | 1,790 | $410.9M | 0.46% | |
| 40 | VUGVANGUARD INDEX FDS | 965 | $396.1M | 0.45% | |
| 41 | RTXRTX CORPORATION | 3,200 | $370.4M | 0.42% | |
| 42 | PFEPFIZER INC | 11,770 | $312.3M | 0.35% | |
| 43 | CVXCHEVRON CORP NEW | 2,154 | $312.0M | 0.35% | |
| 44 | DOVDOVER CORP | 1,625 | $304.9M | 0.34% | |
| 45 | ABTABBOTT LABS | 2,663 | $301.2M | 0.34% | |
| 46 | MCDMCDONALDS CORP | 1,023 | $296.6M | 0.34% | |
| 47 | METAMETA PLATFORMS INC | 497 | $291.0M | 0.33% | |
| 48 | SPSBSPDR SER TR | 9,670 | $288.7M | 0.33% | |
| 49 | LINLINDE PLC | 600 | $251.2M | 0.28% | |
| 50 | FISVFISERV INC | 1,200 | $246.5M | 0.28% | |
| 51 | VVISA INC | 773 | $244.3M | 0.28% | |
| 52 | CATCATERPILLAR INC | 650 | $235.8M | 0.27% | |
| 53 | ORCLORACLE CORP | 1,410 | $235.0M | 0.27% | |
| 54 | DUKDUKE ENERGY CORP NEW | 2,170 | $233.8M | 0.26% | |
| 55 | SHELSHELL PLC | 3,684 | $230.8M | 0.26% | |
| 56 | IWMISHARES TR | 1,008 | $222.7M | 0.25% |