Sincerus Advisory, LLC Incresed Positions in Q1 2025

Sincerus Advisory, LLC

  • $94.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
8.66K
+ 32.32%
$104.71 - $107.69 $907K - $932K
35.4K $3.74B
VO
Vanguard Mid Cap ETF

ETFs
3.36K
+ 57.56%
$251.87 - $277.95 $845K - $933K
9.18K $2.38B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.22K
+ 1.6%
$74.85 - $84.89 $91.1K - $103K
77.1K $6.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.43K
+ 27.06%
$169.43 - $182.84 $412K - $444K
11.4K $1.98B
J P Morgan Exchange Traded F
4.3K
+ 14.79%
N/A
33.4K $1.99B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
32
+ 0.11%
$75.32 - $84.77 $2.41K - $2.71K
29.1K $2.38B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
701
+ 2.33%
$95.85 - $99.25 $67.2K - $69.6K
30.8K $3.04B
REZ
Ishares Tr Residential And Mul

ETFs
546
+ 4.03%
$78.21 - $88.48 $42.7K - $48.3K
14.1K $1.22B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
346
+ 1.52%
$59.28 - $66.1 $20.5K - $22.9K
23.1K $1.47B
BND
Vanguard Bd Index Fd Inc Total

ETFs
548
+ 3.5%
$71.17 - $73.66 $39K - $40.4K
16.2K $1.19B
VCIT
Vanguard Intermediate Term Cor

ETFs
171
+ 0.71%
$79.17 - $82.04 $13.5K - $14K
24.2K $1.98B
META
Meta Platforms, Inc.

Communication Services
103
+ 6.05%
$576.36 - $736.67 $59.4K - $75.9K
1.81K $1.04B
EMB
Ishares Tr

ETFs
175
+ 1.0%
$88.64 - $92.03 $15.5K - $16.1K
17.7K $1.6B
BNL
Broadstone Net Lease, Inc.

Real Estate
239
+ 1.83%
$15.2 - $17.25 $3.63K - $4.12K
13.3K $227M
VNQI
Vanguard Global Ex U.S. Real

ETFs
123
+ 1.27%
$38.22 - $41.19 $4.7K - $5.07K
9.79K $396M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
84
+ 0.67%
$100.34 - $100.68 $8.43K - $8.46K
12.6K $1.26B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
105
+ 2.68%
N/A
4.03K $259M
DFAE
Dimensional ETF Tr

ETFs
32
+ 0.28%
$24.64 - $26.86 $788 - $860
11.4K $295M
JEPI
J P Morgan Exchange Traded Fd

ETFs
108
+ 1.67%
$56.17 - $59.71 $6.07K - $6.45K
6.58K $376M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14
+ 0.17%
$50.72 - $50.92 $710 - $713
8.47K $431M
HYG
Ishares Tr

ETFs
15
+ 0.57%
$78.51 - $80.11 $1.18K - $1.2K
2.66K $210M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 1.53%
$507.05 - $563.67 $3.04K - $3.38K
397 $204M
PFF
Ishares Trust Ishares Pfd And

ETFs
130
+ 0.58%
$30.73 - $32.26 $3.99K - $4.19K
22.6K $694M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.04%
$120.29 - $134.6 $120 - $135
2.69K $329M
DFUS
Dimensional ETF Tr U S Equity

ETFs
33
+ 0.34%
$59.61 - $66.71 $1.97K - $2.2K
9.77K $591M
DFAU
Dimensional ETF Tr

ETFs
861
+ 2.53%
$37.84 - $42.29 $32.6K - $36.4K
34.8K $1.34B
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
39
+ 0.31%
$78.45 - $87.45 $3.06K - $3.41K
12.7K $1.01B
GOOG
Alphabet Inc.

Communication Services
3
+ 0.2%
$156.06 - $207.71 $468 - $623
1.52K $237M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.53K
+ 2.36%
$82.81 - $92.93 $127K - $142K
66.4K $5.65B
IWM
Ishares Russell 2000 ETF

ETFs
429
+ 3.03%
$198.1 - $229.79 $85K - $98.6K
14.6K $2.91B
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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