Filed: 4/11/2025ACC: 0001172661-25-001486
📋 What this filing means
SULZBERGER CAPITAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $76.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$76.09M
Total AUM (reported)
567.67K
Total Shares
Allocation by class
COM$27.73M36.4%
SHORT TREAS BD$22.49M29.6%
S&P 500 ETF SHS$4.66M6.1%
TOTAL STK MKT$3.54M4.7%
EQUITY PREMIUM$3.41M4.5%
CL B NEW$2.81M3.7%
NASDAQ 100 ETF$2.77M3.6%
Portfolio Concentration
Top 3$31.41M41.3%
4–10$20.56M27.0%
11–25$16.54M21.7%
Rest$7.59M10.0%
Top 3 weight
41.3%
Top 10 weight
68.3%
Voting Authority Distribution
Total shares with voting rights: 567.67K
Sole
Full voting authority
567.67K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
ISHARES TR
SOLEShares203.62K
TypeSH
Market value$22.49M
29.56%
Sole
203.62K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.06K
TypeSH
Market value$4.66M
6.12%
Sole
9.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.34K
TypeSH
Market value$4.26M
5.60%
Sole
11.34K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.88K
TypeSH
Market value$3.54M
4.65%
Sole
12.88K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares32.62K
TypeSH
Market value$3.54M
4.65%
Sole
32.62K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares59.61K
TypeSH
Market value$3.41M
4.48%
Sole
59.61K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.27K
TypeSH
Market value$2.81M
3.69%
Sole
5.27K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares14.36K
TypeSH
Market value$2.77M
3.64%
Sole
14.36K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares34.20K
TypeSH
Market value$2.42M
3.19%
Sole
34.20K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares40.15K
TypeSH
Market value$2.08M
2.73%
Sole
40.15K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.98K
TypeSH
Market value$2.00M
2.62%
Sole
8.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.46K
TypeSH
Market value$1.77M
2.33%
Sole
11.46K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.25K
TypeSH
Market value$1.76M
2.31%
Sole
9.25K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares4.50K
TypeSH
Market value$1.65M
2.17%
Sole
4.50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares6.03K
TypeSH
Market value$1.48M
1.95%
Sole
6.03K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares7.25K
TypeSH
Market value$1.24M
1.62%
Sole
7.25K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.37K
TypeSH
Market value$1.11M
1.46%
Sole
2.37K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.70K
TypeSH
Market value$954.9K
1.25%
Sole
5.70K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares4.63K
TypeSH
Market value$790.2K
1.04%
Sole
4.63K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares914.00
TypeSH
Market value$754.9K
0.99%
Sole
914.00
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares11.47K
TypeSH
Market value$707.7K
0.93%
Sole
11.47K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares3.10K
TypeSH
Market value$640.1K
0.84%
Sole
3.10K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares2.72K
TypeSH
Market value$569.5K
0.75%
Sole
2.72K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares3.28K
TypeSH
Market value$560.4K
0.74%
Sole
3.28K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares588.00
TypeSH
Market value$556.1K
0.73%
Sole
588.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | SHORT TREAS BD | 203.62K | SH | $22.49M 29.56% | 203.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.06K | SH | $4.66M 6.12% | 9.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.34K | SH | $4.26M 5.60% | 11.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.88K | SH | $3.54M 4.65% | 12.88K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 32.62K | SH | $3.54M 4.65% | 32.62K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 59.61K | SH | $3.41M 4.48% | 59.61K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.27K | SH | $2.81M 3.69% | 5.27K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 14.36K | SH | $2.77M 3.64% | 14.36K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 34.20K | SH | $2.42M 3.19% | 34.20K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 40.15K | SH | $2.08M 2.73% | 40.15K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.98K | SH | $2.00M 2.62% | 8.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.46K | SH | $1.77M 2.33% | 11.46K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.25K | SH | $1.76M 2.31% | 9.25K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.50K | SH | $1.65M 2.17% | 4.50K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 6.03K | SH | $1.48M 1.95% | 6.03K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 7.25K | SH | $1.24M 1.62% | 7.25K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.37K | SH | $1.11M 1.46% | 2.37K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.70K | SH | $954.9K 1.25% | 5.70K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 4.63K | SH | $790.2K 1.04% | 4.63K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 914.00 | SH | $754.9K 0.99% | 914.00 | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 11.47K | SH | $707.7K 0.93% | 11.47K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 3.10K | SH | $640.1K 0.84% | 3.10K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 2.72K | SH | $569.5K 0.75% | 2.72K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 3.28K | SH | $560.4K 0.74% | 3.28K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 588.00 | SH | $556.1K 0.73% | 588.00 | 0.00 | 0.00 |
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