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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.5 Billion 29.56% of portfolio
203,618
Q1 2025 Added 214.39%
$0
$4.66 Billion 6.12% of portfolio
9,060
Q1 2025 Reduced 25.75%
$2.8T
$4.26 Billion 5.6% of portfolio
11,341
Q1 2025 Reduced 13.62%
$0
$3.54 Billion 4.65% of portfolio
12,876
Q1 2025 Reduced 36.87%
$270B
$3.54 Billion 4.65% of portfolio
32,620
Q1 2025 Reduced 29.55%
$0
$3.41 Billion 4.48% of portfolio
59,608
Q1 2025 Reduced 32.66%
$683B
$2.81 Billion 3.69% of portfolio
5,272
Q1 2025 Reduced 21.27%
$0
$2.77 Billion 3.64% of portfolio
14,357
Q1 2025 Reduced 35.11%
$139B
$2.42 Billion 3.19% of portfolio
34,200
Q1 2025 Reduced 17.48%
$0
$2.08 Billion 2.73% of portfolio
40,149
Q1 2025 Reduced 42.29%
$3.57T
$2 Billion 2.62% of portfolio
8,984
Q1 2025 Reduced 35.06%
$922B
$1.77 Billion 2.33% of portfolio
11,457
Q1 2025 Reduced 24.6%
$1.94T
$1.76 Billion 2.31% of portfolio
9,253
Q1 2025 Reduced 33.21%
$375B
$1.65 Billion 2.17% of portfolio
4,502
Q4 2024 New
$720B
$1.48 Billion 1.95% of portfolio
6,034
Q1 2025 Reduced 6.29%
$404B
$1.24 Billion 1.62% of portfolio
7,252
Q1 2025 Reduced 24.52%
$67.8B
$955 Million 1.25% of portfolio
5,703
Q1 2025 Reduced 18.26%
$0
$790 Million 1.04% of portfolio
4,626
Q1 2025 Reduced 35.64%
$785B
$755 Million 0.99% of portfolio
914
Q1 2025 Reduced 44.0%
$253B
$708 Million 0.93% of portfolio
11,467
Q1 2025 Added 0.03%
$0
$640 Million 0.84% of portfolio
3,100
Q1 2025 Reduced 10.53%
$370B
$569 Million 0.75% of portfolio
2,718
Q4 2024 New
$51.1B
$560 Million 0.74% of portfolio
3,284
Q1 2025 Reduced 33.52%
$419B
$556 Million 0.73% of portfolio
588
Q1 2025 Reduced 33.11%
$127B
$503 Million 0.66% of portfolio
1,647
Q4 2024 New
$434B
$461 Million 0.61% of portfolio
2,780
Q1 2025 Reduced 11.18%
$415B
$434 Million 0.57% of portfolio
465
Q1 2025 Reduced 33.38%
$207B
$427 Million 0.56% of portfolio
2,850
Q4 2024 New
$0
$375 Million 0.49% of portfolio
3,827
Q1 2025 Reduced 27.53%
$195B
$368 Million 0.48% of portfolio
2,778
Q1 2025 Reduced 13.19%
$149B
$357 Million 0.47% of portfolio
1,740
Q1 2025 Reduced 2.79%
$496B
$349 Million 0.46% of portfolio
2,936
Q1 2025 Reduced 58.08%
$327B
$349 Million 0.46% of portfolio
2,084
Q1 2025 Reduced 3.25%
$232B
$353 Million 0.46% of portfolio
2,663
Q4 2024 New
$230B
$320 Million 0.42% of portfolio
1,023
Q4 2024 New
$0
$317 Million 0.42% of portfolio
854
Q1 2025 Reduced 11.5%
$186B
$312 Million 0.41% of portfolio
572
Q1 2025 Reduced 29.64%
$0
$303 Million 0.4% of portfolio
542
Q1 2025 Reduced 63.33%
$142B
$298 Million 0.39% of portfolio
11,770
Q4 2024 New
$24.7B
$285 Million 0.38% of portfolio
1,625
Q4 2024 New
Linde PLC
-
$279 Million 0.37% of portfolio
-
Q4 2024 New
$573B
$284 Million 0.37% of portfolio
811
Q1 2025 Added 4.92%
Calamos ETF Tr
-
$263 Million 0.35% of portfolio
-
Q1 2025 New
$79.5B
$265 Million 0.35% of portfolio
1,200
Q4 2024 New
$1.3T
$245 Million 0.32% of portfolio
425
Q1 2025 Reduced 14.49%
$0
$237 Million 0.31% of portfolio
7,870
Q1 2025 Reduced 18.61%
$48B
$201 Million 0.26% of portfolio
1,415
Q1 2025 New

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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