Sincerus Advisory, LLC Portfolio Holdings by Sector
Sincerus Advisory, LLC
- $106 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY EFA IWR VIG VEA IWM AGG MUB 52 stocks |
$95.2 Million
91.0% of portfolio
|
  35  
|
  16  
|
  2  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG DASH GOOGL 4 stocks |
$2.25 Million
2.15% of portfolio
|
  4  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
DOCN MSFT 2 stocks |
$1.95 Million
1.87% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1.83 Million
1.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.14 Million
1.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$657,467
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$524,637
0.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
BRZE 1 stocks |
$489,400
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$362,204
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$219,220
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|