Serenus Wealth Advisors, LLC Purchases and Sells in Q4 2025

Serenus Wealth Advisors, LLC

$517 Billion
Q4 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	8.14K + 31.7%	$321.8 - $337.95 $2.62M - $2.75M	33.8K $8.37B
IVV	1.23K + 1.58%	$656.2 - $690.71 $805K - $848K	78.7K $53.9B
QQQ	1.03K + 0.95%	$589.5 - $635.77 $606K - $654K	109K $61.6B
SPHQ	20K + 46.19%	$72.21 - $75.0 $1.45M - $1.5M	63.4K $4.76B
GOOGL	900 + 0.13%	$236.57 - $291.31 $213K - $262K	706K $5.06B
DGRW	11K + 2.96%	$87.0 - $90.6 $955K - $994K	382K $34.2B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	2.6K New	$217.57 - $313.0 $566K - $814K	2.6K $507M
ROCKCREEK GLOBAL EQUALITY ETF	17.9K New	N/A	17.9K $504M
BRK-B	930 New	$475.68 - $513.11 $442K - $477K	930 $467M
PANW	1.79K New	$204.77 - $221.38 $367K - $397K	1.79K $330M
ISRG	471 New	$429.59 - $576.2 $202K - $271K	471 $267M
BBIO	3K New	$52.86 - $66.62 $159K - $200K	3K $229M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-1.69M - 39.29%	$50.24 - $50.4 $84.7M - $84.9M	2.6M $131B
ICSH	-9.58K - 65.44%	$50.56 - $50.76 $485K - $486K	5.06K $256M
CRM	-860 - 41.41%	$235.69 - $263.41 $203K - $227K	1.22K $322M
SGOV	-1.44K - 12.87%	$100.37 - $100.72 $145K - $145K	9.76K $979M
IWF	-446 - 3.14%	$459.47 - $491.71 $205K - $219K	13.8K $6.51B
SCHD	-3.9K - 30.51%	$26.44 - $27.53 $103K - $107K	8.88K $244M

Activity Summary All Purchases 37 New Holdings 9 Increased Positions 28 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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