Sincerus Advisory, LLC Reduced Holdings in Q1 2025

Sincerus Advisory, LLC

  • $94.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-180
- 0.6%
$551.42 - $612.93 $99.3K - $110K
30K $16.8B
BRZE
Braze, Inc.

Technology
-3.64K
- 17.82%
$32.44 - $47.22 $118K - $172K
16.8K $605M
VIG
Vanguard Dividend Appreciation

ETFs
-874
- 4.76%
N/A
17.5K $3.39B
AAPL
Apple Inc.

Technology
-86
- 1.55%
$209.68 - $247.1 $18K - $21.3K
5.47K $1.21B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.2K
- 11.34%
$105.1 - $109.61 $126K - $132K
9.4K $1.02B
NVDA
Nvidia Corp

Technology
-70
- 1.83%
$106.98 - $149.43 $7.49K - $10.5K
3.77K $408M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3
- 0.12%
$360.07 - $417.26 $1.08K - $1.25K
2.4K $867M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.16%
$468.34 - $539.52 $1.41K - $1.62K
1.92K $900M
AMZN
Amazon Com Inc

Consumer Cyclical
-82
- 5.36%
$190.26 - $242.06 $15.6K - $19.8K
1.45K $275M
DOCN
Digital Ocean Holdings, Inc.

Technology
-463
- 0.85%
$33.39 - $46.69 $15.5K - $21.6K
54.2K $1.81B
MSFT
Microsoft Corp

Technology
-35
- 4.52%
$375.39 - $447.2 $13.1K - $15.7K
740 $278M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-71
- 0.86%
$58.81 - $68.2 $4.18K - $4.84K
8.14K $486M
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.62%
$554.06 - $615.85 $4.99K - $5.54K
1.45K $814M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-235
- 0.59%
$49.25 - $50.66 $11.6K - $11.9K
39.7K $1.97B
VTWO
Vanguard Russell 2000 ETF

ETFs
-26
- 0.86%
$80.08 - $92.93 $2.08K - $2.42K
3.01K $243M
VNQ
Vanguard Specialized Funds Van

ETFs
-507
- 3.56%
$85.55 - $94.34 $43.4K - $47.8K
13.8K $1.25B
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.06%
$271.18 - $303.12 $271 - $303
1.64K $449M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-275
- 2.02%
$25.12 - $26.05 $6.91K - $7.16K
13.3K $336M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
-23
- 0.3%
$39.39 - $43.95 $906 - $1.01K
7.75K $309M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-23
- 0.15%
$94.86 - $97.12 $2.18K - $2.23K
14.9K $1.42B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-11
- 0.26%
$55.47 - $61.45 $610 - $676
4.16K $245M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-750
- 2.81%
$39.65 - $43.35 $29.7K - $32.5K
25.9K $1.09B
IGF
Ishares Global Infrastructure

ETFs
-220
- 1.85%
$51.96 - $54.84 $11.4K - $12.1K
11.7K $638M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-511
- 1.46%
$38.89 - $41.6 $19.9K - $21.3K
34.5K $1.4B
EEM
Ishares Msci Emerging Markets

ETFs
-938
- 2.53%
$40.81 - $45.34 $38.3K - $42.5K
36.2K $1.58B
IAU
Ishares Gold Trust

ETFs
-17
- 0.34%
$49.74 - $58.96 $846 - $1K
5.04K $297M
VEA
Vanguard Ftse Developed Market

ETFs
-514
- 0.79%
$47.4 - $52.99 $24.4K - $27.2K
64.9K $3.3B
GLD
Spdr Gold Trust

ETFs
-151
- 2.17%
$243.19 - $288.14 $36.7K - $43.5K
6.8K $1.96B
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
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