Sulzberger Capital Advisors, Inc. Portfolio Holdings

Sulzberger Capital Advisors, Inc.

  • $88.4 Billion
  • Q4 2024

Sulzberger Capital Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $88.4 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $7.13B, Vanguard Index Fds S&P 500 ETF with a value of $6.57B, Nvidia Corp with a value of $6.22B, Vanguard Total Stock Market Et with a value of $5.91B, and Microsoft Corp with a value of $5.53B.

Examining the 13F form we can see an increase of $88.4B in the current position value.

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 $88.4 Billion
ETFs: $41 Billion
Technology: $19.3 Billion
Financial Services: $5.8 Billion
Consumer Cyclical: $5.09 Billion
Communication Services: $3.79 Billion
Consumer Defensive: $3.5 Billion
Healthcare: $3.22 Billion
Utilities: $3.2 Billion
Other: $3.29 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.13 Billion 8.06% of portfolio
64,767
Q4 2024 New
$0
$6.57 Billion 7.43% of portfolio
12,202
Q4 2024 New
$347B
$6.22 Billion 7.03% of portfolio
46,302
Q4 2024 New
$0
$5.91 Billion 6.68% of portfolio
20,397
Q4 2024 New
$3.05T
$5.53 Billion 6.26% of portfolio
13,129
Q4 2024 New
$0
$5.09 Billion 5.76% of portfolio
88,523
Q4 2024 New
$0
$4.66 Billion 5.26% of portfolio
22,125
Q4 2024 New
$0
$3.92 Billion 4.43% of portfolio
69,570
Q4 2024 New
$3.93T
$3.46 Billion 3.92% of portfolio
13,834
Q4 2024 New
$2.31T
$3.04 Billion 3.44% of portfolio
13,853
Q4 2024 New
$628B
$3.04 Billion 3.43% of portfolio
6,696
Q4 2024 New
$135B
$2.97 Billion 3.36% of portfolio
41,445
Q4 2024 New
$1.1T
$2.88 Billion 3.25% of portfolio
15,194
Q4 2024 New
$0
$1.88 Billion 2.13% of portfolio
3,678
Q4 2024 New
$413B
$1.75 Billion 1.98% of portfolio
4,502
Q4 2024 New
$92.6B
$1.62 Billion 1.83% of portfolio
6,977
Q4 2024 New
$821B
$1.54 Billion 1.75% of portfolio
6,439
Q4 2024 New
$814B
$1.26 Billion 1.42% of portfolio
1,632
Q4 2024 New
$0
$1.17 Billion 1.33% of portfolio
7,188
Q4 2024 New
$0
$1.03 Billion 1.17% of portfolio
17,995
Q4 2024 New
$62.3B
$899 Million 1.02% of portfolio
4,940
Q4 2024 New
$0
$866 Million 0.98% of portfolio
1,478
Q4 2024 New
$0
$806 Million 0.91% of portfolio
3,465
Q4 2024 New
$467B
$805 Million 0.91% of portfolio
879
Q4 2024 New
$459B
$753 Million 0.85% of portfolio
7,004
Q4 2024 New
$265B
$679 Million 0.77% of portfolio
11,464
Q4 2024 New
$461B
$622 Million 0.7% of portfolio
698
Q4 2024 New
$66.6B
$602 Million 0.68% of portfolio
2,286
Q4 2024 New
$0
$554 Million 0.63% of portfolio
5,281
Q4 2024 New
$32.3B
$515 Million 0.58% of portfolio
2,910
Q4 2024 New
$129B
$482 Million 0.55% of portfolio
1,647
Q4 2024 New
$347B
$483 Million 0.55% of portfolio
2,718
Q4 2024 New
$229B
$466 Million 0.53% of portfolio
813
Q4 2024 New
$405B
$453 Million 0.51% of portfolio
3,130
Q4 2024 New
$199B
$433 Million 0.49% of portfolio
2,850
Q4 2024 New
$329B
$426 Million 0.48% of portfolio
1,275
Q4 2024 New
$149B
$411 Million 0.46% of portfolio
1,790
Q4 2024 New
$0
$396 Million 0.45% of portfolio
965
Q4 2024 New
$182B
$370 Million 0.42% of portfolio
3,200
Q4 2024 New
$306B
$312 Million 0.35% of portfolio
2,154
Q4 2024 New
$143B
$312 Million 0.35% of portfolio
11,770
Q4 2024 New
$228B
$301 Million 0.34% of portfolio
2,663
Q4 2024 New
$224B
$297 Million 0.34% of portfolio
1,023
Q4 2024 New
$28.8B
$305 Million 0.34% of portfolio
1,625
Q4 2024 New
$0
$289 Million 0.33% of portfolio
9,670
Q4 2024 New
$1.61T
$291 Million 0.33% of portfolio
497
Q4 2024 New
$299B
$270 Million 0.31% of portfolio
4,338
Q4 2024 New
Linde PLC
-
$251 Million 0.28% of portfolio
-
Q4 2024 New
$583B
$244 Million 0.28% of portfolio
773
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $88.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 56 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Sulzberger Capital Advisors, Inc. Portfolio

Follow Sulzberger Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sulzberger Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sulzberger Capital Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email