Sulzberger Capital Advisors, Inc. Portfolio Holdings

Sulzberger Capital Advisors, Inc.

  • $76.1 Billion
  • Q1 2025

Sulzberger Capital Advisors, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $76.1 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $22.5B, Vanguard Index Fds S&P 500 ETF with a value of $4.66B, Microsoft Corp with a value of $4.26B, Vanguard Total Stock Market Et with a value of $3.54B, and Nvidia Corp with a value of $3.54B.

Examining the 13F form we can see an decrease of $12.4B in the current position value, from $88.4B to 76.1B.

Sulzberger Capital Advisors, Inc. is based out at Miami, FL

Below you can find more details about Sulzberger Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $76.1 Billion
ETFs: $42.7 Billion
Technology: $12.3 Billion
Financial Services: $4.88 Billion
Consumer Cyclical: $3.73 Billion
Healthcare: $2.79 Billion
Communication Services: $2.45 Billion
Utilities: $2.42 Billion
Consumer Defensive: $2.42 Billion
Other: $1.85 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $76.1 Billion
  • Prior Value $88.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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