Sulzberger Capital Advisors, Inc. Reduced Holdings in Q2 2025

Sulzberger Capital Advisors, Inc.

  • $85.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.8K
- 20.04%
$172.42 - $223.89 $310K - $403K
7.18K $1.47B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.8K
- 14.76%
$51.14 - $57.0 $450K - $501K
50.8K $2.89B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-9.62K
- 23.96%
$45.88 - $54.4 $441K - $523K
30.5K $1.66B
VTI
Vanguard Total Stock Market Et

ETFs
-2.2K
- 17.09%
$243.75 - $303.93 $536K - $669K
10.7K $3.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 0.95%
$483.48 - $539.8 $24.2K - $27K
5.22K $2.54B
PG
Procter & Gamble CO

Consumer Defensive
-655
- 9.03%
$157.66 - $172.39 $103K - $113K
6.6K $1.05B
NEE
Nextera Energy Inc

Utilities
-750
- 2.19%
$64.11 - $75.0 $48.1K - $56.3K
33.5K $2.32B
LLY
Eli Lilly & CO

Healthcare
-72
- 7.88%
$713.71 - $898.95 $51.4K - $64.7K
842 $656M
CVX
Chevron Corp

Energy
-20
- 0.96%
$133.73 - $168.51 $2.67K - $3.37K
2.06K $296M
JNJ
Johnson & Johnson

Healthcare
-20
- 0.72%
$146.36 - $159.82 $2.93K - $3.2K
2.76K $422M
GS
Goldman Sachs Group Inc

Financial Services
-165
- 28.85%
$462.22 - $707.75 $76.3K - $117K
407 $288M
DHR
Danaher Corp

Healthcare
-50
- 2.87%
$174.64 - $205.16 $8.73K - $10.3K
1.69K $334M
META
Meta Platforms, Inc.

Communication Services
-108
- 25.41%
$484.66 - $738.09 $52.3K - $79.7K
317 $234M
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 0.22%
$335.24 - $380.78 $3.35K - $3.81K
4.49K $1.65B
Calamos ETF Tr
-759
- 7.71%
N/A
9.08K $262M
V
Visa Inc.

Financial Services
-6
- 0.74%
$308.27 - $373.31 $1.85K - $2.24K
805 $286M
VUG
Vanguard Growth ETF

ETFs
-46
- 5.39%
$329.49 - $438.4 $15.2K - $20.2K
808 $354M
AMZN
Amazon Com Inc

Consumer Cyclical
-880
- 9.51%
$167.32 - $223.3 $147K - $197K
8.37K $1.84B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-721
- 7.96%
$456.74 - $568.03 $329K - $410K
8.34K $4.74B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.77K
- 12.35%
$171.4 - $227.1 $304K - $403K
12.6K $2.86B
GOOGL
Alphabet Inc.

Communication Services
-764
- 6.67%
$144.7 - $178.6 $111K - $136K
10.7K $1.88B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-150
- 6.33%
$416.06 - $551.64 $62.4K - $82.7K
2.22K $1.22B
NFLX
Netflix Inc

Communication Services
-12
- 2.58%
$855.86 - $1339.13 $10.3K - $16.1K
453 $607M
JPM
Jpmorgan Chase & CO

Financial Services
-262
- 4.34%
$210.28 - $289.91 $55.1K - $76K
5.77K $1.67B
AVGO
Broadcom Inc.

Technology
-242
- 4.24%
$146.29 - $275.65 $35.4K - $66.7K
5.46K $1.51B
MSFT
Microsoft Corp

Technology
-284
- 2.5%
$354.56 - $497.45 $101K - $141K
11.1K $5.5B
Activity Summary
Buys All Purchases 9 New Holdings 5 Increased Positions 4 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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