Sulzberger Capital Advisors, Inc. Reduced Holdings in Q1 2025

Sulzberger Capital Advisors, Inc.

  • $76.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-13.7K
- 29.55%
$106.98 - $149.43 $1.46M - $2.04M
32.6K $3.54B
VTI
Vanguard Total Stock Market Et

ETFs
-7.52K
- 36.87%
$271.18 - $303.12 $2.04M - $2.28M
12.9K $3.54B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.14K
- 25.75%
$507.05 - $563.67 $1.59M - $1.77M
9.06K $4.66B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-7.77K
- 35.11%
$192.82 - $222.1 $1.5M - $1.73M
14.4K $2.77B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-29.4K
- 42.29%
$51.45 - $58.51 $1.51M - $1.72M
40.1K $2.08B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-28.9K
- 32.66%
$56.17 - $59.71 $1.62M - $1.73M
59.6K $3.41B
AAPL
Apple Inc.

Technology
-4.85K
- 35.06%
$209.68 - $247.1 $1.02M - $1.2M
8.98K $2B
AMZN
Amazon Com Inc

Consumer Cyclical
-4.6K
- 33.21%
$190.26 - $242.06 $875K - $1.11M
9.25K $1.76B
MSFT
Microsoft Corp

Technology
-1.79K
- 13.62%
$375.39 - $447.2 $671K - $800K
11.3K $4.26B
GOOGL
Alphabet Inc.

Communication Services
-3.74K
- 24.6%
$154.33 - $206.19 $577K - $771K
11.5K $1.77B
AVGO
Broadcom Inc.

Technology
-1.27K
- 18.26%
$167.43 - $244.7 $213K - $312K
5.7K $955M
SPY
Spdr S&P 500 ETF Trust

ETFs
-936
- 63.33%
$551.42 - $612.93 $516K - $574K
542 $303M
NEE
Nextera Energy Inc

Utilities
-7.25K
- 17.48%
$66.96 - $76.16 $485K - $552K
34.2K $2.42B
LLY
Eli Lilly & CO

Healthcare
-718
- 44.0%
$725.72 - $929.72 $521K - $668K
914 $755M
XOM
Exxon Mobil Corp

Energy
-4.07K
- 58.08%
$105.44 - $118.93 $429K - $484K
2.94K $349M
VPU
Vanguard Utilities ETF

ETFs
-2.56K
- 35.64%
$161.24 - $173.33 $413K - $444K
4.63K $790M
PG
Procter & Gamble CO

Consumer Defensive
-2.36K
- 24.52%
$158.56 - $176.26 $374K - $415K
7.25K $1.24B
PANW
Palo Alto Networks Inc

Technology
-1.66K
- 33.52%
$167.82 - $208.28 $278K - $345K
3.28K $560M
COST
Costco Wholesale Corp

Consumer Defensive
-291
- 33.11%
$890.62 - $1076.86 $259K - $313K
588 $556M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.42K
- 21.27%
$442.66 - $534.52 $630K - $761K
5.27K $2.81B
NFLX
Netflix Inc

Communication Services
-233
- 33.38%
$828.4 - $1058.6 $193K - $247K
465 $434M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.45K
- 27.53%
$96.93 - $109.51 $141K - $159K
3.83K $375M
XLK
Technology Sector Spdr

ETFs
-365
- 10.53%
$206.38 - $242.18 $75.3K - $88.4K
3.1K $640M
GS
Goldman Sachs Group Inc

Financial Services
-241
- 29.64%
$524.81 - $672.19 $126K - $162K
572 $312M
VUG
Vanguard Growth ETF

ETFs
-111
- 11.5%
$369.1 - $427.61 $41K - $47.5K
854 $317M
JPM
Jpmorgan Chase & CO

Financial Services
-405
- 6.29%
$225.19 - $279.95 $91.2K - $113K
6.03K $1.48B
DHR
Danaher Corp

Healthcare
-50
- 2.79%
$201.62 - $250.59 $10.1K - $12.5K
1.74K $357M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.8K
- 18.61%
$29.82 - $30.1 $53.7K - $54.2K
7.87K $237M
META
Meta Platforms, Inc.

Communication Services
-72
- 14.49%
$576.36 - $736.67 $41.5K - $53K
425 $245M
RTX
Raytheon Technologies Corp

Industrials
-422
- 13.19%
$114.1 - $135.66 $48.2K - $57.2K
2.78K $368M
JNJ
Johnson & Johnson

Healthcare
-350
- 11.18%
$142.06 - $167.7 $49.7K - $58.7K
2.78K $461M
CVX
Chevron Corp

Energy
-70
- 3.25%
$146.71 - $167.97 $10.3K - $11.8K
2.08K $349M
Activity Summary
Buys All Purchases 5 New Holdings 2 Increased Positions 3 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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