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Sulzberger Capital Advisors, Inc.

13F
Sulzberger Capital Advisors, Inc.
Last update 2025-04-11 48 Stocks (2 new)
Value $76.00 Mil Turnover 21 %
Countries:
Sulzberger Capital Advisors, I... Top Holdings of 2025-03-31 View Full List
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
+1.00%
+2.22%
20,763.3
 
VOO
Vanguard S&P 500 ETF
9,060
4,656.1
-25.75%
6.120
-1.91%
0.000
+19.10%
+7.18%
657,191.6
 
MSFT
Microsoft Corp
11,341
4,257.7
-13.62%
5.600
-0.85%
0.000
+36.31%
+20.42%
3,758,042.8
Software
VTI
Vanguard Total Stock Market ETF
12,876
3,538.9
-36.87%
4.650
-2.46%
0.000
+19.36%
+6.72%
473,793.3
 
NVDA
NVIDIA Corp
32,620
3,535.4
-29.55%
4.650
-2.08%
0.000
+64.00%
+27.62%
4,178,965.3
Semiconductors
JEPI
JPMorgan Equity Premium Income ETF
59,608
3,406.0
-32.66%
4.480
-1.88%
0.010
+8.42%
+2.90%
40,814.4
 
BRK.B
Berkshire Hathaway Inc
5,272
2,807.8
-21.27%
3.690
-0.73%
0.000
-8.74%
+3.98%
1,016,667.5
Insurance
QQQM
Invesco NASDAQ 100 ETF
14,357
2,771.2
-35.11%
3.640
-1.85%
0.010
+25.62%
+9.35%
54,159.2
 
NEE
NextEra Energy Inc
34,200
2,424.4
-17.48%
3.190
-0.59%
0.000
+14.83%
+6.00%
153,923.9
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
+15.57%
+2.69%
25,268.4
 

Sulzberger Capital Advisors, Inc.'s Historical Top Holdings Breakdowns

Sulzberger Capital Advisors, Inc.'s Top Stock Picks View Full List
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
$110.25
-0.04%
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
$307.26
5.76%
Reduce -36.87%
12,876
-7,521
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-2.08%
106.98 ($126.74) 149.43
$171.36
35.20%
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
$573.74
6.13%
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
$56.66
-2.75%
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
$54.54
-2.08%
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
$229.42
9.68%
Reduce -35.11%
14,357
-7,768
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-1.37%
209.68 ($231.67) 247.1
$210.16
-9.28%
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
$59.85
2.47%
Sold Out
0
-17,995
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-1.14%
190.26 ($217) 242.06
$223.19
2.85%
Reduce -33.21%
9,253
-4,600

Sulzberger Capital Advisors, Inc. Total Holding History ($B)

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Sulzberger Capital Advisors, Inc.'s Asset Allocation

To

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

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