Sincerus Advisory, LLC Purchases and Sells in Q3 2025

Sincerus Advisory, LLC

$117 Billion
Q3 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	376 + 1.25%	$617.65 - $666.84 $232K - $251K	30.5K $20.3B
EFA	8.73K + 10.25%	$87.29 - $93.61 $762K - $817K	93.8K $8.76B
IWM	1.36K + 8.9%	$214.92 - $244.84 $293K - $334K	16.7K $4.04B
IWR	4.53K + 6.73%	$92.26 - $97.51 $418K - $441K	71.8K $6.93B
AGG	4.1K + 12.88%	$97.75 - $100.75 $400K - $413K	35.9K $3.6B
MUB	3.56K + 12.29%	$103.24 - $106.68 $367K - $379K	32.5K $3.46B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNL	12.8K New	$15.75 - $18.78 $201K - $240K	12.8K $228M
AVGO	672 New	$264.74 - $369.57 $178K - $248K	672 $222M
RWO	4.5K New	$43.53 - $46.27 $196K - $208K	4.5K $206M
IEFA	2.35K New	$81.7 - $87.53 $192K - $206K	2.35K $205M
QAI	6.04K New	$32.26 - $33.68 $195K - $204K	6.04K $203M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	-554 - 28.96%	$695.21 - $791.73 $385K - $439K	1.36K $998M
VOO	-92 - 14.84%	$567.77 - $614.76 $52.2K - $56.6K	528 $323M
DASH	-243 - 19.21%	$234.5 - $272.5 $57K - $66.2K	1.02K $278M
HYMB	-1.2K - 10.27%	$24.11 - $24.94 $29K - $30K	10.5K $262M
VWOB	-308 - 7.58%	N/A	3.75K $251M
HYG	-116 - 4.3%	$79.85 - $81.32 $9.26K - $9.43K	2.58K $210M

Activity Summary All Purchases 50 New Holdings 5 Increased Positions 45 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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