Sulzberger Capital Advisors, Inc. In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Sulzberger Capital Advisors, Inc. reported 48 stock positions worth $76.1 million . Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 29.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.1% ) and Microsoft (MSFT, 5.6% ). Compared with Q4 2024, it opened 2 new positions, sold out of 10, added to 3 and reduced 33. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +214% ) and the biggest sale Nvidia (NVDA, shares −30% ).
Location MIAMI, FL
CIK 0002056727
Portfolio Value $76.1M (Q1 2025) Holdings 48 stocks · $76.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 SHV iShares 0-1 Year Treasury Bo 203,618 $22.5M Add +214.4% VOO Vanguard S&P 500 ETF 9,060 $4.7M Reduce -25.8% MSFT Microsoft Corp. 11,341 $4.3M Reduce -13.6% VTI VG Morningstar TS MKT ETF-US 12,876 $3.5M Reduce -36.9% NVDA Nvidia Corp. 32,620 $3.5M Reduce -29.6% JEPI JPMorgan Equity Premium Inco 59,608 $3.4M Reduce -32.7% BRK.B Berkshire Hathaway Inc. Class B 5,272 $2.8M Reduce -21.3% QQQM Invesco Nasdaq 100 ETF 14,357 $2.8M Reduce -35.1% NEE Nextera Energy Inc. 34,200 $2.4M Reduce -17.5% JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 40,149 $2.1M Reduce -42.3% AAPL Apple Inc. 8,984 $2.0M Reduce -35.1% GOOGL Alphabet Inc. Class A 11,457 $1.8M Reduce -24.6% AMZN Amazon.com Inc. 9,253 $1.8M Reduce -33.2% HD Home Depot Inc. 4,502 $1.6M No change JPM JPMorgan Chase & Co. 6,034 $1.5M Reduce -6.3% PG The Procter & Gamble Co. 7,252 $1.2M Reduce -24.5% QQQ Invesco QQQ Trust Series 1 2,368 $1.1M Reduce -35.6% AVGO Broadcom Inc. 5,703 $955K Reduce -18.3% VPU Vanguard Utilities ETF 4,626 $790K Reduce -35.6% LLY Eli Lilly & Co. 914 $755K Reduce -44.0% CSCO Cisco Systems Inc. 11,467 $708K Add +0.0% XLK SS Technology Select Sector 3,100 $640K Reduce -10.5% ABBV Abbvie Inc. 2,718 $569K No change PANW Palo Alto Networks Inc. 3,284 $560K Reduce -33.5% COST Costco Wholesale Corp. 588 $556K Reduce -33.1% ADP Automatic Data Processing 1,647 $503K No change JNJ Johnson & Johnson 2,780 $461K Reduce -11.2% NFLX Netflix Inc. 465 $434K Reduce -33.4% PEP Pepsico Inc. 2,850 $427K No change ESGV Vanguard ESG US Stock ETF 3,827 $375K Reduce -27.5% RTX RTX Corp. 2,778 $368K Reduce -13.2% DHR Danaher Corp. 1,740 $357K Reduce -2.8% ABT Abbott Laboratories 2,663 $353K No change XOM Exxon Mobil Corp. 2,936 $349K Reduce -58.1% CVX Chevron Corp. 2,084 $349K Reduce -3.3% MCD McDonald's Corp. 1,023 $320K No change VUG Vanguard Mrngstar GR ETF-Sui 854 $317K Reduce -11.5% GS Goldman Sachs Group Inc. 572 $312K Reduce -29.6% SPY SS SPDR S&P 500 ETF Trust-US 542 $303K Reduce -63.3% PFE Pfizer Inc. 11,770 $298K No change DOV Dover Corp. 1,625 $285K No change V Visa Inc. Class A 811 $284K Add +4.9% LIN Linde PLC 600 $279K No change FISV Fiserv Inc. 1,200 $265K No change CANQ Calamos Nasdaq Equity & Inco 9,840 $263K New META Meta Platforms Inc. Class A 425 $245K Reduce -14.5% SPSB SS SPDR P St C Corp. ETF 7,870 $237K Reduce -18.6% KMB Kimberly-Clark Corp. 1,415 $201K New
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ NVDA Nvidia Corp. Reduce -29.6% 4.65% −2.45 VTI VG Morningstar TS MKT ETF-US Reduce -36.9% 4.65% −2.10 JEPQ JPM Nasdaq Equity Premium Reduce -42.3% 2.73% −1.75 QQQM Invesco Nasdaq 100 ETF Reduce -35.1% 3.64% −1.67 VOO Vanguard S&P 500 ETF Reduce -25.8% 6.12% −1.39 JEPI JPMorgan Equity Premium Inco Reduce -32.7% 4.48% −1.34 AAPL Apple Inc. Reduce -35.1% 2.62% −1.33 JQUA JPMorgan US Quality Factor Sold out 0.00% −1.18 AMZN Amazon.com Inc. Reduce -33.2% 2.31% −1.16 GOOGL Alphabet Inc. Class A Reduce -24.6% 2.33% −0.96 MSFT Microsoft Corp. Reduce -13.6% 5.60% −0.72 GD General Dynamics Corp. Sold out 0.00% −0.69 QQQ Invesco QQQ Trust Series 1 Reduce -35.6% 1.46% −0.69 AVGO Broadcom Inc. Reduce -18.3% 1.25% −0.59 SPY SS SPDR S&P 500 ETF Trust-US Reduce -63.3% 0.40% −0.59 ARES Ares Management Corp. Class A Sold out 0.00% −0.59 CRM Salesforce Inc. Sold out 0.00% −0.49 LLY Eli Lilly & Co. Reduce -44.0% 0.99% −0.45 XOM Exxon Mobil Corp. Reduce -58.1% 0.46% −0.40 KO The Coca-Cola Co. Sold out 0.00% −0.31 VPU Vanguard Utilities ETF Reduce -35.6% 1.04% −0.30 PANW Palo Alto Networks Inc. Reduce -33.5% 0.74% −0.29 CAT Caterpillar Inc. Sold out 0.00% −0.27 ORCL Oracle Corp. Sold out 0.00% −0.27 DUK Duke Energy Corp. Sold out 0.00% −0.27 SHEL Shell PLC-ADR Sold out 0.00% −0.26 IWM iShares Russell 2000 ETF Sold out 0.00% −0.25 PG The Procter & Gamble Co. Reduce -24.5% 1.62% −0.21 NEE Nextera Energy Inc. Reduce -17.5% 3.19% −0.21 COST Costco Wholesale Corp. Reduce -33.1% 0.73% −0.19 NFLX Netflix Inc. Reduce -33.4% 0.57% −0.14 ESGV Vanguard ESG US Stock ETF Reduce -27.5% 0.49% −0.14 GS Goldman Sachs Group Inc. Reduce -29.6% 0.41% −0.12 XLK SS Technology Select Sector Reduce -10.5% 0.84% −0.08 VUG Vanguard Mrngstar GR ETF-Sui Reduce -11.5% 0.42% −0.04 SPSB SS SPDR P St C Corp. ETF Reduce -18.6% 0.31% −0.02 META Meta Platforms Inc. Class A Reduce -14.5% 0.32% −0.01 DHR Danaher Corp. Reduce -2.8% 0.47% −0.00 RTX RTX Corp. Reduce -13.2% 0.48% +0.06 JNJ Johnson & Johnson Reduce -11.2% 0.61% +0.09 CVX Chevron Corp. Reduce -3.3% 0.46% +0.10 JPM JPMorgan Chase & Co. Reduce -6.3% 1.95% +0.18 BRK.B Berkshire Hathaway Inc. Class B Reduce -21.3% 3.69% +0.23
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ SHV iShares 0-1 Year Treasury Bo Add +214.4% 29.56% +21.42 CANQ Calamos Nasdaq Equity & Inco New 0.35% +0.35 KMB Kimberly-Clark Corp. New 0.26% +0.26 CSCO Cisco Systems Inc. Add +0.0% 0.93% +0.16 V Visa Inc. Class A Add +4.9% 0.37% +0.09
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Sold out 800 $469Kbefore exit PG The Procter & Gamble Co. put Sold out 1,400 $235Kbefore exit KO The Coca-Cola Co. put Sold out 2,400 $149Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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