Sincerus Advisory, LLC Portfolio Holdings by Sector
Sincerus Advisory, LLC
- $94.8 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY EFA IWR MUB VIG VEA AGG IWM 51 stocks |
$84.7 Million
91.24% of portfolio
|
  29  
|
  21  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
DOCN MSFT 2 stocks |
$2.09 Million
2.25% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1.58 Million
1.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$1.28 Million
1.38% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.21 Million
1.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
BRZE 1 stocks |
$604,917
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$449,375
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$408,084
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$275,306
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$226,895
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|