Sulzberger Capital Advisors, Inc.
53 holdingsFiling period: 2026-06-30Current AUM: $100.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHV | iShares TR | 172.6K | $19.0M | $19.0M | 18.86% | -14,498 | 2026-06-30 |
| 2 | JEPI | J P Morgan Exchange Traded F | 146.3K | $8.3M | $8.3M | 8.19% | +16.0K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 29.5K | $5.9M | $5.5M | 5.47% | -3,130 | 2026-06-30 |
| 4 | VOO | Vanguard Index Fds | 8.5K | $5.8M | $5.7M | 5.68% | +19 | 2026-06-30 |
| 5 | PMMF | BlackRock ETF Trust | 47.6K | $4.8M | $4.8M | 4.74% | -849 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 11.3K | $4.0M | $3.2M | 3.19% | -250 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 10.4K | $3.9M | $5.5M | 5.46% | -667 | 2026-06-30 |
| 8 | QQQM | Invesco Exch Traded FD TR II | 12.8K | $3.9M | $3.5M | 3.42% | -700 | 2026-06-30 |
| 9 | VTI | Vanguard Index Fds | 8.9K | $3.3M | $3.2M | 3.18% | -385 | 2026-06-30 |
| 10 | NEE | Nextera Energy Inc | 35.5K | $3.1M | $3.1M | 3.06% | +667 | 2026-06-30 |
| 11 | SGOV | iShares TR | 30.1K | $3.0M | $3.0M | 3.00% | -9,215 | 2026-06-30 |
| 12 | LQTI | First TR Exchange-Traded FD | 154.1K | $3.0M | $2.8M | 2.80% | -25,924 | 2026-06-30 |
| 13 | JEPQ | J P Morgan Exchange Traded F | 46.8K | $2.9M | $2.5M | 2.52% | +4.3K | 2026-06-30 |
| 14 | BRK-B | Berkshire Hathaway Inc Del | 5.4K | $2.7M | $2.7M | 2.66% | +70 | 2026-06-30 |
| 15 | AVGO | Broadcom Inc | 5.7K | $2.2M | $1.7M | 1.67% | -26 | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 7.9K | $1.9M | $2.0M | 2.03% | -365 | 2026-06-30 |
| 17 | GLD | Spdr Gold TR | 4.3K | $1.6M | $1.6M | 1.61% | +152 | 2026-06-30 |
| 18 | AAPL | Apple Inc | 5.4K | $1.6M | $1.9M | 1.84% | -99 | 2026-06-30 |
| 19 | VPU | Vanguard World FD | 7.9K | $1.6M | $1.5M | 1.47% | +2.0K | 2026-06-30 |
| 20 | QQQ | Invesco Qqq TR | 2.1K | $1.5M | $1.4M | 1.34% | -75 | 2026-06-30 |
| 21 | HD | Home Depot Inc | 4.1K | $1.5M | $1.4M | 1.41% | -70 | 2026-06-30 |
| 22 | CSCO | Cisco Sys Inc | 11.5K | $1.3M | $1.1M | 1.07% | +2 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 4.1K | $1.3M | $1.4M | 1.35% | -80 | 2026-06-30 |
| 24 | SIVR | Abrdn Silver ETF Trust | 21.6K | $1.2M | $1.1M | 1.06% | -2,205 | 2026-06-30 |
| 25 | LLY | Eli Lilly & Co | 907 | $1.1M | $1.2M | 1.22% | +30 | 2026-06-30 |
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