Sincerus Advisory, LLC Portfolio Holdings

Sincerus Advisory, LLC

  • $106 Billion
  • Q2 2025

Sincerus Advisory, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $19.2B, Ishares Tr Msci Eafe ETF with a value of $7.72B, Ishares Russell Mid Cap ETF with a value of $6.41B, Vanguard Dividend Appreciation with a value of $3.87B, and Vanguard Ftse Developed Market with a value of $3.74B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $94.8B to 106B.

Sincerus Advisory, LLC is based out at New York, NY

Below you can find more details about Sincerus Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Billion
ETFs: $97.6 Billion
Technology: $4.24 Billion
Communication Services: $2.25 Billion
Consumer Cyclical: $362 Million
Real Estate: $219 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.54B
$1.56 Billion 1.47% of portfolio
54,136
Q2 2025 Reduced 0.18%
$3.12B
$219 Million 0.21% of portfolio
13,805
Q2 2025 Added 3.68%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $106 Billion
  • Prior Value $94.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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