Sincerus Advisory, LLC Incresed Positions in Q3 2025

Sincerus Advisory, LLC

  • $117 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
376
+ 1.25%
$617.65 - $666.84 $232K - $251K
30.5K $20.3B
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.73K
+ 10.25%
$87.29 - $93.61 $762K - $817K
93.8K $8.76B
IWM
Ishares Russell 2000 ETF

ETFs
1.36K
+ 8.9%
$214.92 - $244.84 $293K - $334K
16.7K $4.04B
IWR
Ishares Russell Mid Cap ETF

ETFs
4.53K
+ 6.73%
$92.26 - $97.51 $418K - $441K
71.8K $6.93B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.1K
+ 12.88%
$97.75 - $100.75 $400K - $413K
35.9K $3.6B
MUB
Ishares National Muni Bond ETF

ETFs
3.56K
+ 12.29%
$103.24 - $106.68 $367K - $379K
32.5K $3.46B
GLD
Spdr Gold Trust

ETFs
352
+ 5.15%
$300.96 - $355.47 $106K - $125K
7.19K $2.55B
EMB
Ishares Tr

ETFs
3.25K
+ 17.54%
$91.52 - $95.59 $298K - $311K
21.8K $2.07B
J P Morgan Exchange Traded F
4.5K
+ 16.26%
N/A
32.2K $2.09B
VNQI
Vanguard Global Ex U.S. Real

ETFs
6.47K
+ 40.61%
$45.22 - $48.34 $293K - $313K
22.4K $1.07B
VIG
Vanguard Dividend Appreciation

ETFs
877
+ 4.74%
N/A
19.4K $4.18B
EEM
Ishares Msci Emerging Markets

ETFs
2.63K
+ 7.11%
$48.07 - $53.4 $126K - $140K
39.6K $2.12B
IGF
Ishares Global Infrastructure

ETFs
4.19K
+ 32.64%
$58.29 - $61.43 $244K - $258K
17K $1.04B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.55K
+ 5.92%
$48.5 - $50.19 $172K - $178K
63.4K $3.18B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.17K
+ 9.91%
$181.56 - $190.33 $213K - $223K
13K $2.47B
AAPL
Apple Inc.

Technology
81
+ 1.52%
$202.38 - $256.87 $16.4K - $20.8K
5.4K $1.37B
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.22K
+ 14.48%
$96.22 - $98.19 $214K - $218K
17.5K $1.72B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.17K
+ 8.52%
$72.04 - $77.35 $157K - $168K
27.7K $2.12B
IWF
Ishares Russell 1000 Gr ETF

ETFs
262
+ 11.28%
$420.11 - $472.68 $110K - $124K
2.59K $1.21B
VEA
Vanguard Ftse Developed Market

ETFs
546
+ 0.85%
$56.02 - $60.3 $30.6K - $32.9K
65K $3.89B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
249
+ 0.77%
$87.05 - $93.19 $21.7K - $23.2K
32.7K $3.04B
REZ
Ishares Tr Residential And Mul

ETFs
1.03K
+ 7.38%
$81.06 - $85.23 $83.7K - $88K
15K $1.28B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
188
+ 1.38%
$133.48 - $144.38 $25.1K - $27.1K
13.8K $1.97B
GOOGL
Alphabet Inc.

Communication Services
128
+ 11.67%
$174.36 - $254.72 $22.3K - $32.6K
1.23K $298M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.1%
$546.99 - $602.2 $1.09K - $1.2K
1.95K $1.17B
VO
Vanguard Mid Cap ETF

ETFs
99
+ 1.03%
$279.83 - $293.74 $27.7K - $29.1K
9.74K $2.86B
IAU
Ishares Gold Trust

ETFs
143
+ 2.84%
$61.62 - $72.77 $8.81K - $10.4K
5.18K $377M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
35
+ 0.27%
$87.95 - $94.49 $3.08K - $3.31K
12.9K $1.21B
LQD
Ishares Iboxx $ Investment Gra

ETFs
137
+ 1.54%
$107.66 - $112.36 $14.7K - $15.4K
9.05K $1.01B
BND
Vanguard Bd Index Fd Inc Total

ETFs
157
+ 0.92%
$72.57 - $74.72 $11.4K - $11.7K
17.1K $1.28B
DFUS
Dimensional ETF Tr U S Equity

ETFs
40
+ 0.45%
$67.01 - $72.84 $2.68K - $2.91K
9K $652M
DFAE
Dimensional ETF Tr

ETFs
188
+ 1.63%
$28.84 - $31.84 $5.42K - $5.99K
11.7K $370M
VTWO
Vanguard Russell 2000 ETF

ETFs
32
+ 1.0%
$86.92 - $99.32 $2.78K - $3.18K
3.24K $317M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
16
+ 0.21%
$43.02 - $47.67 $688 - $763
7.63K $364M
GII
Spdr S&P Global Infrasture ETF

ETFs
52
+ 0.71%
$66.35 - $69.9 $3.45K - $3.63K
7.33K $510M
MSFT
Microsoft Corp

Technology
29
+ 3.79%
$491.09 - $535.64 $14.2K - $15.5K
794 $411M
VNQ
Vanguard Specialized Funds Van

ETFs
244
+ 1.79%
$88.47 - $93.24 $21.6K - $22.8K
13.9K $1.27B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.07%
$135.0 - $146.02 $270 - $292
2.7K $393M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
54
+ 1.37%
$64.58 - $69.94 $3.49K - $3.78K
4.01K $278M
PFF
Ishares Trust Ishares Pfd And

ETFs
26
+ 0.12%
$30.67 - $32.13 $797 - $835
21.4K $677M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4
+ 0.12%
$57.15 - $62.12 $229 - $248
3.39K $211M
AMZN
Amazon Com Inc

Consumer Cyclical
113
+ 7.22%
$211.65 - $238.24 $23.9K - $26.9K
1.68K $368M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
174
+ 0.64%
$45.07 - $47.56 $7.84K - $8.28K
27.2K $1.25B
JEPI
J P Morgan Exchange Traded Fd

ETFs
15
+ 0.17%
$55.61 - $57.37 $834 - $861
8.6K $491M
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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