Sulzberger Capital Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Sulzberger Capital Advisors, Inc. reported 56 stock positions worth $87.6 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 8.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.5%) and Nvidia (NVDA, 7.1%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0002056727
- Portfolio Value
- $87.6M (Q4 2024)
- SEC Filing
- 0001172661-25-001242 ↗ filed Feb 14, 2025
Holdings Value
Holdings 56 stocks · $87.6M
| SHV iShares 0-1 Year Treasury Bo | 8.14% | 64,767 | $7.1M | — |
| VOO Vanguard S&P 500 ETF | 7.51% | 12,202 | $6.6M | — |
| NVDA Nvidia Corp. | 7.10% | 46,302 | $6.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 6.75% | 20,397 | $5.9M | — |
| MSFT Microsoft Corp. | 6.32% | 13,129 | $5.5M | — |
| JEPI JPMorgan Equity Premium Inco | 5.81% | 88,523 | $5.1M | — |
| QQQM Invesco Nasdaq 100 ETF | 5.32% | 22,125 | $4.7M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 4.48% | 69,570 | $3.9M | — |
| AAPL Apple Inc. | 3.95% | 13,834 | $3.5M | — |
| AMZN Amazon.com Inc. | 3.47% | 13,853 | $3.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 3.46% | 6,696 | $3.0M | — |
| NEE Nextera Energy Inc. | 3.39% | 41,445 | $3.0M | — |
| GOOGL Alphabet Inc. Class A | 3.28% | 15,194 | $2.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.15% | 3,678 | $1.9M | — |
| HD Home Depot Inc. | 2.00% | 4,502 | $1.8M | — |
| AVGO Broadcom Inc. | 1.85% | 6,977 | $1.6M | — |
| PG The Procter & Gamble Co. | 1.84% | 9,608 | $1.6M | — |
| JPM JPMorgan Chase & Co. | 1.76% | 6,439 | $1.5M | — |
| LLY Eli Lilly & Co. | 1.44% | 1,632 | $1.3M | — |
| VPU Vanguard Utilities ETF | 1.34% | 7,188 | $1.2M | — |
| JQUA JPMorgan US Quality Factor | 1.18% | 17,995 | $1.0M | — |
| PANW Palo Alto Networks Inc. | 1.03% | 4,940 | $899K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 1,478 | $866K | — |
| XLK SS Technology Select Sector | 0.92% | 3,465 | $806K | — |
| COST Costco Wholesale Corp. | 0.92% | 879 | $805K | — |
| XOM Exxon Mobil Corp. | 0.86% | 7,004 | $753K | — |
| CSCO Cisco Systems Inc. | 0.77% | 11,464 | $679K | — |
| NFLX Netflix Inc. | 0.71% | 698 | $622K | — |
| GD General Dynamics Corp. | 0.69% | 2,286 | $602K | — |
| ESGV Vanguard ESG US Stock ETF | 0.63% | 5,281 | $554K | — |
| ARES Ares Management Corp. Class A | 0.59% | 2,910 | $515K | — |
| ABBV Abbvie Inc. | 0.55% | 2,718 | $483K | — |
| ADP Automatic Data Processing | 0.55% | 1,647 | $482K | — |
| GS Goldman Sachs Group Inc. | 0.53% | 813 | $466K | — |
| JNJ Johnson & Johnson | 0.52% | 3,130 | $453K | — |
| PEP Pepsico Inc. | 0.49% | 2,850 | $433K | — |
| CRM Salesforce Inc. | 0.49% | 1,275 | $426K | — |
| DHR Danaher Corp. | 0.47% | 1,790 | $411K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 965 | $396K | — |
| RTX RTX Corp. | 0.42% | 3,200 | $370K | — |
| PFE Pfizer Inc. | 0.36% | 11,770 | $312K | — |
| CVX Chevron Corp. | 0.36% | 2,154 | $312K | — |
| DOV Dover Corp. | 0.35% | 1,625 | $305K | — |
| ABT Abbott Laboratories | 0.34% | 2,663 | $301K | — |
| MCD McDonald's Corp. | 0.34% | 1,023 | $297K | — |
| META Meta Platforms Inc. Class A | 0.33% | 497 | $291K | — |
| SPSB SS SPDR P St C Corp. ETF | 0.33% | 9,670 | $289K | — |
| KO The Coca-Cola Co. | 0.31% | 4,338 | $270K | — |
| LIN Linde PLC | 0.29% | 600 | $251K | — |
| FISV Fiserv Inc. | 0.28% | 1,200 | $247K | — |
| V Visa Inc. Class A | 0.28% | 773 | $244K | — |
| CAT Caterpillar Inc. | 0.27% | 650 | $236K | — |
| ORCL Oracle Corp. | 0.27% | 1,410 | $235K | — |
| DUK Duke Energy Corp. | 0.27% | 2,170 | $234K | — |
| SHEL Shell PLC-ADR | 0.26% | 3,684 | $231K | — |
| IWM iShares Russell 2000 ETF | 0.25% | 1,008 | $223K | — |
Options reported separately and not counted above: SPY puts ($469K), PG puts ($235K), KO puts ($149K).
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $102.4M | SHV, JEPI, NVDA, VOO, PMMF |
| Q1 2026 | 49 | $98.0M | SHV, JEPI, NVDA, VOO, PMMF |
| Q4 2025 | 52 | $99.0M | SHV, NVDA, MSFT, VOO, SGOV |
| Q3 2025 | 51 | $89.7M | SHV, NVDA, MSFT, VOO, LQTI |
| Q2 2025 | 51 | $85.5M | SHV, MSFT, NVDA, VOO, VTI |
| Q1 2025 | 48 | $76.1M | SHV, VOO, MSFT, VTI, NVDA |
| Q4 2024 | 56 | $87.6M | SHV, VOO, NVDA, VTI, MSFT |