Sincerus Advisory, LLC Portfolio Holdings by Sector
Sincerus Advisory, LLC
- $117 Billion
- Q3 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY EFA IWR VIG IWM VEA AGG MUB 55 stocks |
$104 Million
91.01% of portfolio
|
  42  
|
  12  
|
  3  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
DOCN MSFT 2 stocks |
$2.26 Million
1.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$2.12 Million
1.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG GOOGL DASH 4 stocks |
$2.01 Million
1.76% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.37 Million
1.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$915,905
0.8% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$548,526
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
BRZE 1 stocks |
$476,825
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$368,438
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$228,411
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|