Sincerus Advisory, LLC Purchases in Q4 2025

Sincerus Advisory, LLC

  • $119 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
1.65K
New
$141.95 - $152.82 $235K - $253K
1.65K $251K
BNL
Broadstone Net Lease, Inc.

Real Estate
13K
New
$17.75 - $18.83 $230K - $244K
13K $237K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.14K
New
$50.33 - $50.81 $208K - $210K
4.14K $209K
SIVR
Abrdn Silver ETF Trust

ETFs
3.79K
New
$44.53 - $51.56 $169K - $195K
3.79K $182K
LDI
Loan Depot, Inc.

Financial Services
16.1K
New
$2.55 - $3.58 $41.1K - $57.7K
16.1K $41K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
3
+ 0.19%
$126.13 - $132.47 $378 - $397
1.57K $205K
IEFA
Ishares Tr

ETFs
11
+ 0.47%
$86.09 - $89.88 $947 - $989
2.36K $209K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.53K
+ 33.88%
$44.14 - $46.54 $67.3K - $71K
6.03K $274K
HYG
Ishares Tr

ETFs
101
+ 3.91%
$79.95 - $81.28 $8.07K - $8.21K
2.68K $215K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
25
+ 0.74%
$61.09 - $64.21 $1.53K - $1.61K
3.42K $215K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
207
+ 5.52%
N/A
3.96K $247K
GOOGL
Alphabet Inc.

Communication Services
6
+ 0.49%
$236.57 - $291.31 $1.42K - $1.75K
1.23K $340K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.57%
$600.51 - $631.95 $1.8K - $1.9K
531 $328K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
11
+ 0.15%
$48.87 - $52.76 $538 - $580
7.21K $352K
AMZN
Amazon Com Inc

Consumer Cyclical
71
+ 4.23%
$213.04 - $254.0 $15.1K - $18K
1.75K $410K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.07%
$142.79 - $150.05 $286 - $300
2.7K $394K
MSFT
Microsoft Corp

Technology
32
+ 4.03%
$496.82 - $542.07 $15.9K - $17.3K
826 $419K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
73
+ 0.86%
$50.85 - $51.0 $3.71K - $3.72K
8.53K $434K
JEPI
J P Morgan Exchange Traded Fd

ETFs
23
+ 0.27%
$56.0 - $57.6 $1.29K - $1.32K
8.63K $489K
GII
Spdr S&P Global Infrasture ETF

ETFs
209
+ 2.85%
$69.25 - $71.1 $14.5K - $14.9K
7.54K $533K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.06%
$321.8 - $337.95 $322 - $338
1.67K $551K
DFAS
Dimensional ETF Tr U S Small C

ETFs
122
+ 1.48%
$66.04 - $69.67 $8.06K - $8.5K
8.36K $561K
DFUS
Dimensional ETF Tr U S Equity

ETFs
137
+ 1.52%
$71.0 - $74.64 $9.73K - $10.2K
9.14K $666K
META
Meta Platforms, Inc.

Communication Services
37
+ 2.72%
$609.01 - $751.67 $22.5K - $27.8K
1.4K $850K
IGF
Ishares Global Infrastructure

ETFs
5.63K
+ 33.05%
$60.97 - $62.49 $343K - $352K
22.7K $1.41M
VNQI
Vanguard Global Ex U.S. Real

ETFs
6.08K
+ 27.13%
$46.68 - $48.34 $284K - $294K
28.5K $1.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.26%
$589.5 - $635.77 $2.95K - $3.18K
1.96K $1.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
427
+ 16.52%
$459.47 - $491.71 $196K - $210K
3.01K $1.42M
BND
Vanguard Bd Index Fd Inc Total

ETFs
317
+ 1.85%
$74.09 - $75.1 $23.5K - $23.8K
17.5K $1.3M
REZ
Ishares Tr Residential And Mul

ETFs
2.47K
+ 16.46%
$81.26 - $85.37 $201K - $211K
17.5K $1.48M
DFAU
Dimensional ETF Tr

ETFs
53
+ 0.16%
$44.77 - $47.01 $2.37K - $2.49K
34.2K $1.57M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
412
+ 1.15%
$42.88 - $45.39 $17.7K - $18.7K
36.1K $1.61M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.12K
+ 12.06%
$96.34 - $98.02 $204K - $207K
19.7K $1.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
333
+ 2.41%
$139.66 - $144.52 $46.5K - $48.1K
14.1K $2M
VCIT
Vanguard Intermediate Term Cor

ETFs
121
+ 0.5%
$83.45 - $84.82 $10.1K - $10.3K
24.6K $2.05M
EMB
Ishares Tr

ETFs
2.43K
+ 11.16%
$94.63 - $97.03 $230K - $236K
24.2K $2.32M
J P Morgan Exchange Traded F
4.98K
+ 15.49%
N/A
37.2K $0
EEM
Ishares Msci Emerging Markets

ETFs
546
+ 1.38%
$51.94 - $56.01 $28.4K - $30.6K
40.2K $2.21M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.92K
+ 6.93%
$75.19 - $77.98 $144K - $150K
29.6K $2.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
903
+ 6.94%
$185.12 - $192.11 $167K - $173K
13.9K $2.61M
VO
Vanguard Mid Cap ETF

ETFs
65
+ 0.67%
$286.27 - $296.23 $18.6K - $19.3K
9.8K $2.81M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.09K
+ 3.34%
$91.84 - $96.06 $100K - $105K
33.8K $3.2M
MUB
Ishares National Muni Bond ETF

ETFs
10.2K
+ 31.32%
$106.36 - $107.61 $1.08M - $1.09M
42.7K $4.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.53K
+ 7.05%
$99.87 - $101.27 $253K - $257K
38.4K $3.84M
VEA
Vanguard Ftse Developed Market

ETFs
1.27K
+ 1.95%
$59.18 - $62.09 $74.9K - $78.6K
66.2K $4.06M
IWM
Ishares Russell 2000 ETF

ETFs
102
+ 0.61%
$236.79 - $250.33 $24.2K - $25.5K
16.8K $3.98M
VIG
Vanguard Dividend Appreciation

ETFs
1.28K
+ 6.6%
N/A
20.7K $3.76M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.06K
+ 7.05%
$94.02 - $97.61 $475K - $494K
76.8K $7.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.38K
+ 5.73%
$92.24 - $96.56 $496K - $520K
99.2K $9.45M
Activity Summary
Buys All Purchases 51 New Holdings 5 Increased Positions 46 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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