Sulzberger Capital Advisors, Inc. Q3 2025 Filing
Filed November 21, 2025
Portfolio Value
$89.7B
Holdings
51
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHVISHARES TR | 231,422 | $25.6B | 28.52% | |
| 2 | NVDANVIDIA CORPORATION | 33,601 | $6.3B | 6.99% | |
| 3 | MSFTMICROSOFT CORP | 11,025 | $5.7B | 6.37% | |
| 4 | VOOVANGUARD INDEX FDS | 8,362 | $5.1B | 5.71% | |
| 5 | LQTIFIRST TR EXCHANGE-TRADED FD | 177,099 | $3.6B | 4.03% | |
| 6 | VTIVANGUARD INDEX FDS | 10,280 | $3.4B | 3.76% | |
| 7 | QQQMINVESCO EXCH TRADED FD TR II | 13,434 | $3.3B | 3.70% | |
| 8 | JEPIJ P MORGAN EXCHANGE TRADED F | 54,463 | $3.1B | 3.47% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,222 | $2.6B | 2.93% | |
| 10 | NEENEXTERA ENERGY INC | 33,750 | $2.5B | 2.84% | |
| 11 | GOOGLALPHABET INC | 10,418 | $2.5B | 2.82% | |
| 12 | AVGOBROADCOM INC | 5,546 | $1.8B | 2.04% | |
| 13 | AAPLAPPLE INC | 7,181 | $1.8B | 2.04% | |
| 14 | JEPQJ P MORGAN EXCHANGE TRADED F | 31,510 | $1.8B | 2.02% | |
| 15 | AMZNAMAZON COM INC | 8,220 | $1.8B | 2.01% | |
| 16 | HDHOME DEPOT INC | 4,362 | $1.8B | 1.97% | |
| 17 | JPMJPMORGAN CHASE & CO. | 5,272 | $1.7B | 1.85% | |
| 18 | NDQINVESCO QQQ TR | 2,218 | $1.3B | 1.49% | |
| 19 | PGPROCTER AND GAMBLE CO | 6,303 | $968.4M | 1.08% | |
| 20 | VPUVANGUARD WORLD FD | 4,681 | $886.6M | 0.99% | |
| 21 | CSCOCISCO SYS INC | 11,474 | $785.1M | 0.88% | |
| 22 | PANWPALO ALTO NETWORKS INC | 3,284 | $668.7M | 0.75% | |
| 23 | LLYELI LILLY & CO | 851 | $649.3M | 0.72% | |
| 24 | ABBVABBVIE INC | 2,718 | $629.3M | 0.70% | |
| 25 | NFLXNETFLIX INC | 483 | $579.1M | 0.65% | |
| 26 | XLKSELECT SECTOR SPDR TR | 1,920 | $541.2M | 0.60% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 583 | $539.6M | 0.60% | |
| 28 | ADPAUTOMATIC DATA PROCESSING IN | 1,637 | $480.5M | 0.54% | |
| 29 | ESGVVANGUARD WORLD FD | 3,827 | $453.3M | 0.51% | |
| 30 | JNJJOHNSON & JOHNSON | 2,400 | $445.0M | 0.50% | |
| 31 | SPSBSPDR SERIES TRUST | 14,540 | $440.4M | 0.49% | |
| 32 | VUGVANGUARD INDEX FDS | 810 | $388.5M | 0.43% | |
| 33 | ORCLORACLE CORP | 1,350 | $379.7M | 0.42% | |
| 34 | GQ9SPDR GOLD TR | 1,007 | $358.0M | 0.40% | |
| 35 | ABTABBOTT LABS | 2,663 | $356.7M | 0.40% | |
| 36 | DHRDANAHER CORPORATION | 1,690 | $335.1M | 0.37% | |
| 37 | GSGOLDMAN SACHS GROUP INC | 407 | $324.1M | 0.36% | |
| 38 | MCDMCDONALDS CORP | 1,023 | $310.9M | 0.35% | |
| 39 | METAMETA PLATFORMS INC | 403 | $296.0M | 0.33% | |
| 40 | CVXCHEVRON CORP NEW | 1,884 | $292.6M | 0.33% | |
| 41 | LINLINDE PLC | 600 | $285.0M | 0.32% | |
| 42 | XOMEXXON MOBIL CORP | 2,526 | $284.8M | 0.32% | |
| 43 | VVISA INC | 805 | $274.8M | 0.31% | |
| 44 | CANQCALAMOS ETF TR | 8,630 | $260.1M | 0.29% | |
| 45 | AMATAPPLIED MATLS INC | 1,200 | $245.7M | 0.27% | |
| 46 | PEPPEPSICO INC | 1,730 | $243.0M | 0.27% | |
| 47 | PFEPFIZER INC | 9,510 | $242.3M | 0.27% | |
| 48 | RTXRTX CORPORATION | 1,398 | $233.9M | 0.26% | |
| 49 | VEAVANGUARD TAX-MANAGED FDS | 3,700 | $221.7M | 0.25% | |
| 50 | 4I1PHILIP MORRIS INTL INC | 1,338 | $217.0M | 0.24% | |
| 51 | SUSAISHARES TR | 1,500 | $203.5M | 0.23% |