Sincerus Advisory, LLC Incresed Positions in Q2 2025

Sincerus Advisory, LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
162
+ 0.54%
$496.48 - $617.85 $80.4K - $100K
30.1K $19.2B
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.98K
+ 10.35%
$72.96 - $90.39 $582K - $722K
85.1K $7.72B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.2K
+ 51.05%
$48.13 - $49.85 $974K - $1.01M
59.9K $2.91B
IWR
Ishares Russell Mid Cap ETF

ETFs
833
+ 1.25%
$74.88 - $91.97 $62.4K - $76.6K
67.2K $6.41B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.35K
+ 11.5%
$73.02 - $90.22 $244K - $302K
32.4K $2.93B
IWM
Ishares Russell 2000 ETF

ETFs
710
+ 4.86%
$174.82 - $215.79 $124K - $153K
15.3K $3.44B
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
+ 5.92%
N/A
18.5K $3.87B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.42K
+ 10.45%
$57.14 - $72.68 $138K - $176K
25.5K $1.9B
VO
Vanguard Mid Cap ETF

ETFs
454
+ 4.94%
$228.54 - $279.83 $104K - $127K
9.64K $2.79B
VNQI
Vanguard Global Ex U.S. Real

ETFs
6.15K
+ 62.83%
$37.77 - $46.15 $232K - $284K
15.9K $738M
EEM
Ishares Msci Emerging Markets

ETFs
840
+ 2.32%
$38.52 - $48.28 $32.4K - $40.6K
37K $1.83B
NVDA
Nvidia Corp

Technology
24
+ 0.64%
$94.31 - $157.99 $2.26K - $3.79K
3.79K $657M
RSP
Invesco S&P 500 Equal Weight E

ETFs
435
+ 3.81%
$152.93 - $181.74 $66.5K - $79.1K
11.8K $2.22B
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 1.56%
$416.06 - $551.64 $12.5K - $16.5K
1.95K $1.1B
IVV
Ishares Core S&P 500 ETF

ETFs
117
+ 8.08%
$498.8 - $620.9 $58.4K - $72.6K
1.57K $1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
223
+ 56.17%
$456.74 - $568.03 $102K - $127K
620 $363M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.12K
+ 4.3%
$37.51 - $45.52 $41.8K - $50.8K
27K $1.25B
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
105
+ 0.83%
$70.34 - $87.93 $7.39K - $9.23K
12.8K $1.16B
GLD
Spdr Gold Trust

ETFs
35
+ 0.51%
$273.71 - $316.29 $9.58K - $11.1K
6.84K $2.1B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.35K
+ 3.9%
$36.02 - $41.92 $48.5K - $56.4K
35.9K $1.53B
IGF
Ishares Global Infrastructure

ETFs
1.17K
+ 10.02%
$50.55 - $59.83 $59.1K - $70K
12.8K $763M
GOOG
Alphabet Inc.

Communication Services
318
+ 20.92%
$146.58 - $180.01 $46.6K - $57.2K
1.84K $357M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.01K
+ 30.63%
$51.14 - $57.0 $103K - $115K
8.59K $492M
MSFT
Microsoft Corp

Technology
25
+ 3.38%
$354.56 - $497.45 $8.86K - $12.4K
765 $393M
EMB
Ishares Tr

ETFs
830
+ 4.69%
$86.54 - $92.62 $71.8K - $76.9K
18.5K $1.72B
GII
Spdr S&P Global Infrasture ETF

ETFs
840
+ 13.05%
$57.32 - $67.33 $48.1K - $56.6K
7.28K $491M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.05K
+ 3.42%
$96.84 - $99.46 $102K - $105K
31.8K $3.13B
AMZN
Amazon Com Inc

Consumer Cyclical
118
+ 8.15%
$167.32 - $223.3 $19.7K - $26.3K
1.57K $362M
VTI
Vanguard Total Stock Market Et

ETFs
37
+ 2.26%
$243.75 - $303.93 $9.02K - $11.2K
1.67K $525M
JNK
Spdr Bloomberg High Yield Bond

ETFs
464
+ 3.12%
$91.23 - $97.27 $42.3K - $45.1K
15.3K $1.49B
DFAS
Dimensional ETF Tr U S Small C

ETFs
199
+ 2.45%
$52.31 - $63.72 $10.4K - $12.7K
8.34K $550M
BND
Vanguard Bd Index Fd Inc Total

ETFs
773
+ 4.77%
$72.02 - $73.82 $55.7K - $57.1K
17K $1.24B
DFAE
Dimensional ETF Tr

ETFs
156
+ 1.37%
$22.87 - $28.95 $3.57K - $4.52K
11.6K $344M
VTWO
Vanguard Russell 2000 ETF

ETFs
193
+ 6.4%
$70.56 - $87.22 $13.6K - $16.8K
3.21K $291M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.07%
$108.12 - $135.04 $216 - $270
2.69K $375M
VCIT
Vanguard Intermediate Term Cor

ETFs
251
+ 1.04%
$79.56 - $82.92 $20K - $20.8K
24.5K $2.02B
HYG
Ishares Tr

ETFs
36
+ 1.35%
$75.75 - $80.65 $2.73K - $2.9K
2.7K $217M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
31
+ 0.77%
N/A
4.06K $266M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18
+ 0.21%
$50.52 - $50.92 $909 - $917
8.49K $433M
BNL
Broadstone Net Lease, Inc.

Real Estate
490
+ 3.68%
$14.72 - $17.13 $7.21K - $8.39K
13.8K $219M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sincerus Advisory, LLC Portfolio

Follow Sincerus Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sincerus Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sincerus Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email