Filer Name: SULZBERGER CAPITAL ADVISORS, INC.
CIK: 2056727
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 59
Portfolio Value: $0.09B

Sulzberger Capital Advisors, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SHV US ISHARES SHORT TREASURY BOND 64,767 $7M 8.06% - -
VOO US VANGUARD S&P 500 ETF 12,202 $7M 7.43% - -
NVDA US NVIDIA CORP 46,302 $6M 7.03% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 20,397 $6M 6.68% - -
MSFT US MICROSOFT CORP 13,129 $6M 6.26% - -
JEPI US JPMORGAN EQUITY PREMIUM INCO 88,523 $5M 5.76% - -
QQQM US INVESCO NASDAQ 100 ETF 22,125 $5M 5.26% - -
JEPQ US JPM NASDAQ EQUITY PREMIUM 69,570 $4M 4.43% - -
AAPL US APPLE INC 13,834 $3M 3.92% - -
AMZN US AMAZON.COM INC 13,853 $3M 3.44% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 6,696 $3M 3.43% - -
NEE US NEXTERA ENERGY INC 41,445 $3M 3.36% - -
GOOGL US ALPHABET INC-CL A 15,194 $3M 3.25% - -
QQQ US INVESCO QQQ TRUST SERIES 1 3,678 $2M 2.13% - -
HD US HOME DEPOT INC 4,502 $2M 1.98% - -
AVGO US BROADCOM INC 6,977 $2M 1.83% - -
PG US PROCTER & GAMBLE CO/THE 9,608 $2M 1.82% - -
JPM US JPMORGAN CHASE & CO 6,439 $2M 1.75% - -
LLY US ELI LILLY & CO 1,632 $1M 1.42% - -
VPU US VANGUARD UTILITIES ETF 7,188 $1M 1.33% - -
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