Sincerus Advisory, LLC Purchases and Sells in Q4 2025

Sincerus Advisory, LLC

$119 Million
Q4 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHE	3 + 0.19%	$126.13 - $132.47 $378 - $397	1.57K $205K
IEFA	11 + 0.47%	$86.09 - $89.88 $947 - $989	2.36K $209K
RWO	1.53K + 33.88%	$44.14 - $46.54 $67.3K - $71K	6.03K $274K
HYG	101 + 3.91%	$79.95 - $81.28 $8.07K - $8.21K	2.68K $215K
FEZ	25 + 0.74%	$61.09 - $64.21 $1.53K - $1.61K	3.42K $215K
VWO	175 + 3.98%	$52.54 - $55.77 $9.19K - $9.76K	4.58K $251K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	1.65K New	$141.95 - $152.82 $235K - $253K	1.65K $251K
BNL	13K New	$17.75 - $18.83 $230K - $244K	13K $237K
JMUB	4.14K New	$50.33 - $50.81 $208K - $210K	4.14K $209K
SIVR	3.79K New	$44.53 - $51.56 $169K - $195K	3.79K $182K
LDI	16.1K New	$2.55 - $3.58 $41.1K - $57.7K	16.1K $41K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-4.67K - 7.36%	$49.98 - $50.59 $233K - $236K	58.8K $2.95M
GLD	-90 - 1.25%	$354.79 - $403.15 $31.9K - $36.3K	7.1K $2.67M
DOCN	-13K - 24.01%	$35.87 - $51.67 $466K - $672K	41.1K $1.89M
VNQ	-204 - 1.47%	$88.13 - $92.69 $18K - $18.9K	13.7K $1.23M
DEM	-834 - 3.07%	$44.26 - $47.16 $36.9K - $39.3K	26.4K $1.24M
JUST	-10 - 0.08%	$92.12 - $96.99 $921 - $970	12.9K $1.22M

Activity Summary All Purchases 51 New Holdings 5 Increased Positions 46 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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