Sulzberger Capital Advisors, Inc.
49 holdingsFiling period: 2026-03-31Current AUM: $105.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 187.1K | $20.7M | $20.7M | 19.63% | -39,080 | 2026-03-31 |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 130.3K | $7.4M | $7.5M | 7.11% | +59.2K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 32.7K | $5.7M | $6.6M | 6.23% | -1,617 | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 8.5K | $5.1M | $5.8M | 5.52% | +211 | 2026-03-31 |
| 5 | PMMF | BLACKROCK ETF TRUST | 48.5K | $4.9M | $4.9M | 4.62% | +33.7K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 11.0K | $4.1M | $5.1M | 4.88% | -181 | 2026-03-31 |
| 7 | SGOV | ISHARES TR | 39.3K | $4.0M | $4.0M | 3.77% | -2,459 | 2026-03-31 |
| 8 | LQTI | FIRST TR EXCHANGE-TRADED FD | 180.0K | $3.5M | $3.4M | 3.22% | -2,376 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 11.5K | $3.3M | $4.1M | 3.91% | -458 | 2026-03-31 |
| 10 | NEE | NEXTERA ENERGY INC | 34.8K | $3.2M | $3.0M | 2.88% | +1.1K | 2026-03-31 |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | 13.5K | $3.2M | $3.8M | 3.63% | -425 | 2026-03-31 |
| 12 | VTI | VANGUARD INDEX FDS | 9.3K | $3.0M | $3.4M | 3.24% | -49 | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.3K | $2.5M | $2.5M | 2.41% | +20 | 2026-03-31 |
| 14 | JEPQ | J P MORGAN EXCHANGE TRADED F | 42.4K | $2.4M | $2.5M | 2.35% | +791 | 2026-03-31 |
| 15 | GLD | SPDR GOLD TR | 4.2K | $1.8M | $1.6M | 1.48% | +681 | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 5.7K | $1.8M | $2.2M | 2.12% | -47 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 8.3K | $1.7M | $2.2M | 2.13% | +136 | 2026-03-31 |
| 18 | SIVR | ABRDN SILVER ETF TRUST | 23.8K | $1.7M | $1.3M | 1.25% | +4.0K | 2026-03-31 |
| 19 | AAPL | APPLE INC | 5.5K | $1.4M | $1.7M | 1.62% | -85 | 2026-03-31 |
| 20 | HD | HOME DEPOT INC | 4.2K | $1.4M | $1.4M | 1.33% | -- | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TR | 2.1K | $1.2M | $1.5M | 1.40% | -78 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 4.1K | $1.2M | $1.5M | 1.38% | -- | 2026-03-31 |
| 23 | VPU | VANGUARD WORLD FD | 6.0K | $1.2M | $1.1M | 1.09% | +161 | 2026-03-31 |
| 24 | CSCO | CISCO SYS INC | 11.5K | $890K | $1.3M | 1.26% | +3 | 2026-03-31 |
| 25 | PG | PROCTER & GAMBLE CO | 5.8K | $842K | $842K | 0.80% | -664 | 2026-03-31 |
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