• 13F History

Sulzberger Capital Advisors, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$76.1M
Signature - Title
Gene C. Sulzberger - President
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Sulzberger Capital Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sulzberger Capital Advisors, Inc. reported 48 stock holdings with total value $76.1M as of Q1 2025. Top holdings included SHV, VOO, MSFT, VTI, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 48 $76.1M +$15.8M -$23.1M -$7.26M SHV, VOO, MSFT, VTI, NVDA 13F-HR 4/11/2025, 03:03 PM
Q4 2024 56 $87.6M $0 $0 SHV, VOO, NVDA, VTI, MSFT 13F-HR 2/14/2025, 05:03 PM