Sulzberger Capital Advisors, Inc. Top Holdings and 13F Report (2025) About Sulzberger Capital Advisors, Inc.Investment ActivitySulzberger Capital Advisors, Inc. has $85.46 million in total holdings as of June 30, 2025.Sulzberger Capital Advisors, Inc. owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.23% of the portfolio was purchased this quarter.About 5.37% of the portfolio was sold this quarter.This quarter, Sulzberger Capital Advisors, Inc. has purchased 48 new stocks and bought additional shares in 4 stocks.Sulzberger Capital Advisors, Inc. sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $28,687,668Microsoft $5,500,227NVIDIA $5,271,968Vanguard S&P 500 ETF $4,736,863Vanguard Total Stock Market ETF $3,244,842 Largest New Holdings this Quarter 78463V107 - SPDR Gold Shares $433,468 Holding68389X105 - Oracle $295,151 Holding038222105 - Applied Materials $219,684 Holding921943858 - Vanguard FTSE Developed Markets ETF $210,937 Holding33738D747 - FIRST TR EXCHANGE-TRADED FD $206,735 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 56,187 shares (about $6.20M)SPDR Gold Shares 1,422 shares (about $433.47K)Oracle 1,350 shares (about $295.15K)Applied Materials 1,200 shares (about $219.68K)Vanguard FTSE Developed Markets ETF 3,700 shares (about $210.94K) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,200 shares (about $668.66K)JPMorgan Nasdaq Equity Premium Income ETF 9,621 shares (about $523.38K)JPMorgan Equity Premium Income ETF 8,796 shares (about $500.05K)Vanguard S&P 500 ETF 721 shares (about $409.55K)Invesco NASDAQ 100 ETF 1,773 shares (about $402.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSulzberger Capital Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$28,687,668$6,204,169 ▲27.6%259,80533.6%ETFMSFTMicrosoft$5,500,227$141,274 ▼-2.5%11,0576.4%Computer and TechnologyNVDANVIDIA$5,271,968$118,335 ▲2.3%33,3696.2%Computer and TechnologyVOOVanguard S&P 500 ETF$4,736,863$409,555 ▼-8.0%8,3395.5%ETFVTIVanguard Total Stock Market ETF$3,244,842$668,664 ▼-17.1%10,6763.8%ETFJEPIJPMorgan Equity Premium Income ETF$2,888,662$500,053 ▼-14.8%50,8123.4%ETFQQQMInvesco NASDAQ 100 ETF$2,857,898$402,658 ▼-12.3%12,5843.3%ETFBRK.BBerkshire Hathaway$2,536,721$24,289 ▼-0.9%5,2223.0%FinanceNEENextEra Energy$2,322,099$52,065 ▼-2.2%33,4502.7%UtilitiesGOOGLAlphabet$1,884,427$134,640 ▼-6.7%10,6932.2%Computer and TechnologyAMZNAmazon.com$1,836,952$193,063 ▼-9.5%8,3732.1%Retail/WholesaleJPMJPMorgan Chase & Co.$1,673,361$75,956 ▼-4.3%5,7722.0%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,660,723$523,382 ▼-24.0%30,5281.9%ETFHDHome Depot$1,646,947$3,666 ▼-0.2%4,4921.9%Retail/WholesaleAVGOBroadcom$1,505,325$66,707 ▼-4.2%5,4611.8%Computer and TechnologyAAPLApple$1,473,941$369,306 ▼-20.0%7,1841.7%Computer and TechnologyQQQInvesco QQQ$1,223,538$82,746 ▼-6.3%2,2181.4%FinancePGProcter & Gamble$1,051,097$104,361 ▼-9.0%6,5971.2%Consumer StaplesVPUVanguard Utilities ETF$816,5350.0%4,6261.0%ETFCSCOCisco Systems$795,881$278 ▲0.0%11,4710.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$785,0130.0%3,1000.9%ETFPANWPalo Alto Networks$672,0380.0%3,2840.8%Computer and TechnologyLLYEli Lilly and Company$656,364$56,126 ▼-7.9%8420.8%MedicalNFLXNetflix$606,626$16,070 ▼-2.6%4530.7%Consumer DiscretionaryCOSTCostco Wholesale$582,0850.0%5880.7%Retail/WholesaleADPAutomatic Data Processing$507,9350.0%1,6470.6%Computer and TechnologyABBVAbbVie$504,5150.0%2,7180.6%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$438,963$201,367 ▲84.8%14,5400.5%ETFGLDSPDR Gold Shares$433,468$433,468 ▲New Holding1,4220.5%FinanceJNJJohnson & Johnson$421,590$3,055 ▼-0.7%2,7600.5%MedicalESGVVanguard ESG U.S. Stock ETF$419,5920.0%3,8270.5%ETFRTXRTX$405,6440.0%2,7780.5%AerospacePEPPepsiCo$376,3140.0%2,8500.4%Consumer StaplesABTAbbott Laboratories$362,1950.0%2,6630.4%MedicalVUGVanguard Growth ETF$354,227$20,166 ▼-5.4%8080.4%ETFDHRDanaher$333,843$9,877 ▼-2.9%1,6900.4%MedicalXOMExxon Mobil$315,460$1,078 ▼-0.3%2,9260.4%EnergyMCDMcDonald's$298,8900.0%1,0230.3%Retail/WholesaleDOVDover$297,7490.0%1,6250.3%IndustrialsCVXChevron$295,544$2,864 ▼-1.0%2,0640.3%EnergyORCLOracle$295,151$295,151 ▲New Holding1,3500.3%Computer and TechnologyGSThe Goldman Sachs Group$288,054$116,779 ▼-28.8%4070.3%FinanceVVisa$285,815$2,130 ▼-0.7%8050.3%Business ServicesPFEPfizer$285,3050.0%11,7700.3%MedicalLINDE PLC$281,5080.0%6000.3%SHSCALAMOS ETF TR$262,179$21,913 ▼-7.7%9,0810.3%NASDAQ EQUITYMETAMeta Platforms$233,975$79,714 ▼-25.4%3170.3%Computer and TechnologyAMATApplied Materials$219,684$219,684 ▲New Holding1,2000.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$210,937$210,937 ▲New Holding3,7000.2%ETFFIFiserv$206,8920.0%1,2000.2%Business ServicesFIRST TR EXCHANGE-TRADED FD$206,735$206,735 ▲New Holding10,1720.2%VEST INVESTMENTSPYSPDR S&P 500 ETF Trust$0$303,189 ▼-100.0%00.0%FinanceKMBKimberly-Clark$0$201,241 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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