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
V
Visa Inc.

Financial Services
773
New
$273.87 - $320.91 $212K - $248K
773 $244M
CAT
Caterpillar Inc

Industrials
650
New
$360.37 - $416.88 $234K - $271K
650 $236M
ORCL
Oracle Corp

Technology
1.41K
New
$165.41 - $192.43 $233K - $271K
1.41K $235M
DUK
Duke Energy Corp

Utilities
2.17K
New
$105.76 - $120.76 $229K - $262K
2.17K $234M
SHEL
Shell PLC

Energy
3.68K
New
$60.63 - $70.23 $223K - $259K
3.68K $231M
IWM
Ishares Russell 2000 ETF

ETFs
1.01K
New
$216.13 - $242.4 $218K - $244K
1.01K $223M
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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