13F-HR filed by Sulzberger Capital Advisors, Inc.
Sulzberger Capital Advisors, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-05, with 51 holding rows worth $85,459,965.
- Accession
- 0001172661-25-002902
- Filer
- CIK 2056727
- Filed
- 2025-08-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 51 entries on the cover page, a total value of $85,459,965 stated on the cover page (in dollars after the unit check, H1), rows summing to $85,459,965 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 | 259,805 | $28,687,668 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 11,057 | $5,500,227 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 33,369 | $5,271,968 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 8,339 | $4,736,863 | dollars as filed | |
| VTI | 922908769 | COM | 10,676 | $3,244,842 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 50,812 | $2,888,662 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 12,584 | $2,857,898 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 5,222 | $2,536,721 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 33,450 | $2,322,099 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 10,693 | $1,884,427 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,373 | $1,836,952 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,772 | $1,673,361 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 30,528 | $1,660,723 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,492 | $1,646,947 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,461 | $1,505,325 | dollars as filed | |
| Apple Inc | 037833100 | COM | 7,184 | $1,473,941 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,218 | $1,223,538 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 6,597 | $1,051,097 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 4,626 | $816,535 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 11,471 | $795,881 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 3,100 | $785,013 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3,284 | $672,038 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 842 | $656,364 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 453 | $606,626 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 588 | $582,085 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,647 | $507,935 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,718 | $504,515 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 14,540 | $438,963 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,422 | $433,468 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,760 | $421,590 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 3,827 | $419,592 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,778 | $405,644 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,850 | $376,314 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,663 | $362,195 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 808 | $354,227 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,690 | $333,843 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,926 | $315,460 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,023 | $298,890 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 1,625 | $297,749 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,064 | $295,544 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,350 | $295,151 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 407 | $288,054 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 805 | $285,815 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 11,770 | $285,305 | dollars as filed | |
| Linde plc | G54950103 | COM | 600 | $281,508 | dollars as filed | |
| CALAMOS ETF TR | 12811T506 | CMN | 9,081 | $262,179 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 317 | $233,975 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,200 | $219,684 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,700 | $210,937 | dollars as filed | |
| FISERV INC | 337738108 | COM | 1,200 | $206,892 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D747 | VEST INVESTMENT | 10,172 | $206,735 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-002902 | this filing | 2025-08-05 | acceptance time not in the bulk data set |