Sulzberger Capital Advisors, Inc. New Holdings in Q4 2024

Sulzberger Capital Advisors, Inc.

  • $88.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
64.8K
New
$109.92 - $110.57 $7.12M - $7.16M
64.8K $7.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.2K
New
$521.84 - $558.82 $6.37M - $6.82M
12.2K $6.57B
NVDA
Nvidia Corp

Technology
46.3K
New
$117.0 - $148.88 $5.42M - $6.89M
46.3K $6.22B
VTI
Vanguard Total Stock Market Et

ETFs
20.4K
New
$280.04 - $302.45 $5.71M - $6.17M
20.4K $5.91B
MSFT
Microsoft Corp

Technology
13.1K
New
$406.35 - $454.46 $5.33M - $5.97M
13.1K $5.53B
JEPI
J P Morgan Exchange Traded Fd

ETFs
88.5K
New
$57.53 - $60.83 $5.09M - $5.38M
88.5K $5.09B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
22.1K
New
$198.04 - $221.51 $4.38M - $4.9M
22.1K $4.66B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
69.6K
New
$53.94 - $58.15 $3.75M - $4.05M
69.6K $3.92B
AAPL
Apple Inc.

Technology
13.8K
New
$221.69 - $259.02 $3.07M - $3.58M
13.8K $3.46B
AMZN
Amazon Com Inc

Consumer Cyclical
13.9K
New
$180.88 - $232.93 $2.51M - $3.23M
13.9K $3.04B
NEE
Nextera Energy Inc

Utilities
41.4K
New
$69.77 - $85.43 $2.89M - $3.54M
41.4K $2.97B
GOOGL
Alphabet Inc.

Communication Services
15.2K
New
$161.86 - $196.66 $2.46M - $2.99M
15.2K $2.88B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.68K
New
$481.22 - $538.17 $1.77M - $1.98M
3.68K $1.88B
HD
Home Depot, Inc.

Consumer Cyclical
4.5K
New
$385.02 - $431.37 $1.73M - $1.94M
4.5K $1.75B
AVGO
Broadcom Inc.

Technology
6.98K
New
$159.67 - $250.0 $1.11M - $1.74M
6.98K $1.62B
PG
Procter & Gamble CO

Consumer Defensive
9.61K
New
$161.05 - $179.7 $1.55M - $1.73M
9.61K $1.61B
JPM
Jpmorgan Chase & CO

Financial Services
6.44K
New
$205.18 - $250.29 $1.32M - $1.61M
6.44K $1.54B
LLY
Eli Lilly & CO

Healthcare
1.63K
New
$727.2 - $932.06 $1.19M - $1.52M
1.63K $1.26B
VPU
Vanguard Utilities ETF

ETFs
7.19K
New
$160.52 - $179.11 $1.15M - $1.29M
7.19K $1.17B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
18K
New
$55.86 - $60.21 $1.01M - $1.08M
18K $1.03B
PANW
Palo Alto Networks Inc

Technology
4.94K
New
$181.96 - $405.9 $899K - $2.01M
4.94K $899M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.48K
New
$567.81 - $607.81 $839K - $898K
1.48K $866M
XLK
Technology Sector Spdr

ETFs
3.47K
New
$220.26 - $241.44 $763K - $837K
3.47K $806M
COST
Costco Wholesale Corp

Consumer Defensive
879
New
$873.59 - $994.69 $768K - $874K
879 $805M
XOM
Exxon Mobil Corp

Energy
7K
New
$105.51 - $125.37 $739K - $878K
7K $753M
CSCO
Cisco Systems, Inc.

Technology
11.5K
New
$52.45 - $60.02 $601K - $688K
11.5K $679M
NFLX
Netflix Inc

Communication Services
698
New
$687.65 - $936.56 $480K - $654K
698 $622M
GD
General Dynamics Corp

Industrials
2.29K
New
$260.28 - $314.03 $595K - $718K
2.29K $602M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.28K
New
$100.18 - $109.1 $529K - $576K
5.28K $554M
ARES
Ares Management Corp

Financial Services
2.91K
New
$153.38 - $183.7 $446K - $535K
2.91K $515M
ABBV
Abb Vie Inc.

Healthcare
2.72K
New
$164.99 - $203.87 $448K - $554K
2.72K $483M
ADP
Automatic Data Processing Inc

Industrials
1.65K
New
$280.08 - $307.97 $461K - $507K
1.65K $482M
GS
Goldman Sachs Group Inc

Financial Services
813
New
$486.1 - $608.57 $395K - $495K
813 $466M
JNJ
Johnson & Johnson

Healthcare
3.13K
New
$143.34 - $165.86 $449K - $519K
3.13K $453M
PEP
Pepsico Inc

Consumer Defensive
2.85K
New
$151.29 - $176.1 $431K - $502K
2.85K $433M
CRM
Salesforce, Inc.

Technology
1.28K
New
$270.87 - $367.87 $345K - $469K
1.28K $426M
DHR
Danaher Corp

Healthcare
1.79K
New
$226.16 - $274.52 $405K - $491K
1.79K $411M
VUG
Vanguard Growth ETF

ETFs
965
New
$378.79 - $428.11 $366K - $413K
965 $396M
RTX
Raytheon Technologies Corp

Industrials
3.2K
New
$114.45 - $127.21 $366K - $407K
3.2K $370M
PFE
Pfizer Inc

Healthcare
11.8K
New
$24.8 - $30.19 $292K - $355K
11.8K $312M
CVX
Chevron Corp

Energy
2.15K
New
$141.15 - $162.53 $304K - $350K
2.15K $312M
DOV
Dover Corp

Industrials
1.63K
New
$184.72 - $206.51 $300K - $336K
1.63K $305M
ABT
Abbott Laboratories

Healthcare
2.66K
New
$111.93 - $119.39 $298K - $318K
2.66K $301M
MCD
Mcdonalds Corp

Consumer Cyclical
1.02K
New
$288.47 - $316.54 $295K - $324K
1.02K $297M
META
Meta Platforms, Inc.

Communication Services
497
New
$554.08 - $632.68 $275K - $314K
497 $291M
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.67K
New
$29.77 - $30.19 $288K - $292K
9.67K $289M
KO
Coca Cola CO

Consumer Defensive
4.34K
New
$61.74 - $71.71 $268K - $311K
4.34K $270M
Linde PLC
600
New
N/A
600 $251M
FISV
Fiserv Inc

Technology
1.2K
New
N/A
1.2K $247M
Activity Summary
Buys All Purchases 56 New Holdings 56 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 3
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