13F-HR filed by Sulzberger Capital Advisors, Inc.
Sulzberger Capital Advisors, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 59 holding rows worth $88,448,160.
- Accession
- 0001172661-25-001242
- Filer
- CIK 2056727
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 59 entries on the cover page, a total value of $88,448,160 stated on the cover page (in dollars after the unit check, H1), rows summing to $88,448,160 with VALUE read as dollars as filed, 13F file number 028-25339. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Short Treasury Bond ETF | 464288679 | SHS | 64,767 | $7,131,494 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 12,202 | $6,574,915 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 46,302 | $6,217,896 | dollars as filed | |
| VTI | 922908769 | COM | 20,397 | $5,911,299 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,129 | $5,534,227 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 88,523 | $5,092,728 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 22,125 | $4,656,228 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 69,570 | $3,922,357 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,834 | $3,464,310 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,853 | $3,039,210 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,696 | $3,035,191 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 41,445 | $2,971,192 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 15,194 | $2,876,224 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,678 | $1,880,312 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,502 | $1,751,233 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,977 | $1,617,548 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 9,608 | $1,610,929 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,439 | $1,543,493 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,632 | $1,259,904 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 7,188 | $1,174,797 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 17,995 | $1,030,574 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 4,940 | $898,882 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,478 | $866,226 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 3,465 | $805,682 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 879 | $805,401 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 7,004 | $753,458 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 11,464 | $678,694 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 698 | $622,141 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 2,286 | $602,361 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 5,281 | $553,925 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 2,910 | $515,204 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,718 | $482,989 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,647 | $482,126 | dollars as filed | |
| SPY | 78462F103 | SHS | 800 | $468,864 | dollars as filed | put |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 813 | $465,540 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,130 | $452,661 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,850 | $433,371 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,275 | $426,271 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,790 | $410,895 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 965 | $396,075 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,200 | $370,406 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 11,770 | $312,258 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,154 | $311,985 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 1,625 | $304,850 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,663 | $301,212 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,023 | $296,557 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 497 | $290,998 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 9,670 | $288,746 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,338 | $270,099 | dollars as filed | |
| Linde plc | G54950103 | COM | 600 | $251,202 | dollars as filed | |
| FISERV INC | 337738108 | COM | 1,200 | $246,504 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 773 | $244,299 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 650 | $235,794 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,410 | $234,962 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,400 | $234,710 | dollars as filed | put |
| Duke Energy Corporation | 26441C204 | COM | 2,170 | $233,796 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 3,684 | $230,803 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,008 | $222,728 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,400 | $149,424 | dollars as filed | put |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001242 | this filing | 2025-02-14 | acceptance time not in the bulk data set |