Sulzberger Capital Advisors, Inc. Portfolio Holdings by Sector
Sulzberger Capital Advisors, Inc.
- $88.4 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SHV VOO JEPI QQQM JEPQ QQQ VPU JQUA 15 stocks |
$35.1 Million
39.76% of portfolio
|
15
|
- |
15
|
- |
0
Calls
1
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$7.84 Million
8.88% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL 3 stocks |
$6.67 Million
7.56% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.91 Million
6.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.46 Million
3.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK 2 stocks |
$3.2 Million
3.63% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$3.17 Million
3.59% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.04 Million
3.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3.04 Million
3.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ PFE 4 stocks |
$2.51 Million
2.84% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG PG 2 stocks |
$1.85 Million
2.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
1
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.75 Million
1.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.54 Million
1.75% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$1.3 Million
1.47% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX 2 stocks |
$972,767
1.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO KO 3 stocks |
$852,894
0.97% of portfolio
|
3
|
- |
3
|
- |
0
Calls
1
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$805,401
0.91% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$678,694
0.77% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$622,141
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARES 1 stocks |
$515,204
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$482,126
0.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$465,540
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$426,271
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$410,895
0.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DOV 1 stocks |
$304,850
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$301,212
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$296,557
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$246,504
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$244,299
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$235,794
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|