StockDriftsStockDriftsTop 49 Sulzberger Capital Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 21.08% | 187.1K | $20.7M | -17.28%(-39.08K) | $110.34(-0.21%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 7.53% | 130.3K | $7.4M | +83.29%(+59.19K) | $57.60(-1.90%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.81% | 32.7K | $5.7M | -4.72%(-1.62K) | $129.46(+51.79%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.16% | 8.5K | $5.1M | +2.56%(+211) | $535.37(+24.27%) | 2026-03-31 | |
| PMMF | BLACKROCK ETF TRUST | 4.97% | 48.5K | $4.9M | +227.80%(+33.69K) | $100.37(-0.04%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.17% | 11.0K | $4.1M | -1.61%(-181) | $427.24(-3.71%) | 2026-03-31 | |
| SGOV | ISHARES TR | 4.04% | 39.3K | $4.0M | -5.88%(-2.46K) | $100.54(-0.11%) | 2026-03-31 | |
| LQTI | FIRST TR EXCHANGE-TRADED FD | 3.6% | 180.0K | $3.5M | -1.30%(-2.38K) | $20.36(-4.64%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.39% | 11.5K | $3.3M | -3.82%(-458) | $190.84(+103.53%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 3.3% | 34.8K | $3.2M | +3.15%(+1.06K) | $78.32(+22.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.43% | +13.89% |
| Top 20 Holdings Unweighted | +5.19% | +16.40% |
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