SC
| |
Sulzberger Capital Advisors, Inc.13F | |
| Sulzberger Capital Advisors, Inc. | |
| Last update 2025-04-11 | 48 Stocks (2 new) |
| Value $76.00 Mil | Turnover 21 % |
Sulzberger Capital Advisors, I... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 203,618 | 22,491.6 | +214.39% | 29.560 | +20.16% | 0.110 | -0.04% | +0.17% | 20,772.7 | ||
VOO | Vanguard S&P 500 ETF | 9,060 | 4,656.1 | -25.75% | 6.120 | -1.91% | 0.000 | +19.22% | +7.07% | 660,834.1 | ||
MSFT | Microsoft Corp | 11,341 | 4,257.7 | -13.62% | 5.600 | -0.85% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VTI | Vanguard Total Stock Market ETF | 12,876 | 3,538.9 | -36.87% | 4.650 | -2.46% | 0.000 | +19.46% | +6.65% | 476,615.2 | ||
NVDA | NVIDIA Corp | 32,620 | 3,535.4 | -29.55% | 4.650 | -2.08% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
JEPI | JPMorgan Equity Premium Income ETF | 59,608 | 3,406.0 | -32.66% | 4.480 | -1.88% | 0.010 | +5.97% | -0.97% | 41,037.7 | ||
BRK.B | Berkshire Hathaway Inc | 5,272 | 2,807.8 | -21.27% | 3.690 | -0.73% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
QQQM | Invesco NASDAQ 100 ETF | 14,357 | 2,771.2 | -35.11% | 3.640 | -1.85% | 0.010 | +26.35% | +9.79% | 54,544.0 | ||
NEE | NextEra Energy Inc | 34,200 | 2,424.4 | -17.48% | 3.190 | -0.59% | 0.000 | +15.46% | +7.68% | 156,353.0 | Utilities - Regulated | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 40,149 | 2,078.9 | -42.29% | 2.730 | -1.87% | 0.010 | +12.21% | -3.00% | 25,337.9 |
Sulzberger Capital Advisors, Inc.'s Historical Top Holdings Breakdowns
Sulzberger Capital Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Add Add | +20.16% | 110.11 ($110.29) 110.51 | $110.30 | 0.01% | Add 214.39% | 203,618 | 138,851 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -2.46% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Reduce -36.87% | 12,876 | -7,521 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.08% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -29.55% | 32,620 | -13,682 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.91% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Reduce -25.75% | 9,060 | -3,142 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Reduce Reduce | -1.88% | 56.17 ($58.26) 59.71 | $56.97 | -2.21% | Reduce -32.66% | 59,608 | -28,915 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Reduce Reduce | -1.87% | 51.45 ($55.7) 58.51 | $54.69 | -1.81% | Reduce -42.29% | 40,149 | -29,421 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Reduce Reduce | -1.85% | 192.82 ($209.18) 222.1 | $231.05 | 10.46% | Reduce -35.11% | 14,357 | -7,768 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.37% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -35.06% | 8,984 | -4,850 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-03-31 | Sold Out Sold Out | -1.17% | 55.41 ($58.41) 60.74 | $60.20 | 3.06% | Sold Out | 0 | -17,995 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -1.14% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -33.21% | 9,253 | -4,600 |
Sulzberger Capital Advisors, Inc. Total Holding History ($B)
Sulzberger Capital Advisors, Inc.'s Asset Allocation
Sulzberger Capital Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sulzberger Capital Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Sulzberger Capital Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sulzberger Capital Advisors, Inc.'s Holdings Heat Map
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Sulzberger Capital Advisors, Inc.'s Holdings Bubble Chart
Sulzberger Capital Advisors, Inc. News
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