The Analysis of Sulzberger Capital Advisors, Inc.'s Holdings
Currently, Sulzberger Capital Advisors, Inc. holds 52 types of securities in its portfolio with a total value $99.0M. In the most recent quarter, they have increased their positions in SGOV (+41.8K shares, valued at $4.2M), PMMF (+14.8K shares, valued at $1.5M), SIVR (+19.9K shares, valued at $1.3M); decreased their positions in SHV (-5.3K shares, valued at $578.8K), AAPL (-1.6K shares, valued at $432.3K), JPM (-1.1K shares, valued at $364.1K); initiated new positions in SGOV (+41.8K shares, valued at $4.2M), PMMF (+14.8K shares, valued at $1.5M), SIVR (+19.9K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SHV ISHARES TR226.2K shares-2.27%2025-12-312026-01-07
NVDA NVIDIA CORPORATION34.3K shares2.02%2025-12-312026-01-07 MSFT MICROSOFT CORP11.2K shares1.82%2025-12-312026-01-07 SGOV ISHARES TR41.8K sharesnew addition2025-12-312026-01-07 JEPI J P MORGAN EXCHANGE TRADED F71.1K shares30.48%2025-12-312026-01-07 ALPHABET INC ALPHABET INC12.0K shares15.21%2025-12-312026-01-07 LQTI FIRST TR EXCHANGE-TRADED FD182.4K shares2.97%2025-12-312026-01-07 QQQM INVESCO EXCH TRADED FD TR II13.9K shares3.48%2025-12-312026-01-07 VTI VANGUARD INDEX FDS9.3K shares-9.54%2025-12-312026-01-07 NEE NEXTERA ENERGY INC33.8K shares0.00%2025-12-312026-01-07 JEPQ J P MORGAN EXCHANGE TRADED F41.7K shares32.20%2025-12-312026-01-07 BROADCOM INC BROADCOM INC5.8K shares4.40%2025-12-312026-01-07 AMZN AMAZON COM INC8.1K shares-1.08%2025-12-312026-01-07 AAPL APPLE INC5.6K shares-22.14%2025-12-312026-01-07 PMMF BLACKROCK ETF TRUST14.8K sharesnew addition2025-12-312026-01-07 HD HOME DEPOT INC4.2K shares-3.37%2025-12-312026-01-07 GLD SPDR GOLD TR3.5K shares248.96%2025-12-312026-01-07 SIVR ABRDN SILVER ETF TRUST19.9K sharesnew addition2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.4.1K shares-21.43%2025-12-312026-01-07 VPU VANGUARD WORLD FD5.8K shares24.59%2025-12-312026-01-07 LLY ELI LILLY & CO877 shares3.06%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO6.5K shares3.08%2025-12-312026-01-07 CSCO CISCO SYS INC11.5K shares0.03%2025-12-312026-01-07 ABBV ABBVIE INC2.7K shares0.00%2025-12-312026-01-07 PANW PALO ALTO NETWORKS INC3.1K shares-6.52%2025-12-312026-01-07 GS GOLDMAN SACHS GROUP INC626 shares53.81%2025-12-312026-01-07 NFLX NETFLIX INC5.8K shares1098.96%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON2.4K shares0.00%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW548 shares-6.00%2025-12-312026-01-07 ESGV VANGUARD WORLD FD3.9K shares0.94%2025-12-312026-01-07 SPSB SPDR SERIES TRUST14.5K shares0.00%2025-12-312026-01-07 V VISA INC1.2K shares47.20%2025-12-312026-01-07 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K sharesnew addition2025-12-312026-01-07 VUG VANGUARD INDEX FDS811 shares0.12%2025-12-312026-01-07 DHR DANAHER CORPORATION1.7K shares0.00%2025-12-312026-01-07 ABT ABBOTT LABS2.7K shares0.00%2025-12-312026-01-07 MCD MCDONALDS CORP1.0K shares0.00%2025-12-312026-01-07 AMAT APPLIED MATLS INC1.2K shares0.00%2025-12-312026-01-07 CVX CHEVRON CORP NEW1.9K shares0.00%2025-12-312026-01-07 PEP PEPSICO INC1.9K shares7.23%2025-12-312026-01-07 ORCL ORACLE CORP1.4K shares0.00%2025-12-312026-01-07 RTX RTX CORPORATION1.4K shares0.00%2025-12-312026-01-07 LINDE PLC LINDE PLC600 shares0.00%2025-12-312026-01-07 META META PLATFORMS INC374 shares-7.20%2025-12-312026-01-07 VEA VANGUARD TAX-MANAGED FDS3.7K shares0.00%2025-12-312026-01-07 SMH VANECK ETF TRUST600 sharesnew addition2025-12-312026-01-07 PM PHILIP MORRIS INTL INC1.3K shares-1.57%2025-12-312026-01-07 SUSA ISHARES TR1.5K shares0.00%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available