Sincerus Advisory, LLC Portfolio Holdings

Sincerus Advisory, LLC

  • $93.2 Billion
  • Q4 2024

Sincerus Advisory, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $93.2 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $17.7B, Ishares Tr Msci Eafe ETF with a value of $5.74B, Ishares Russell Mid Cap ETF with a value of $5.73B, Vanguard Dividend Appreciation with a value of $3.59B, and Vanguard Ftse Developed Market with a value of $3.13B.

Examining the 13F form we can see an increase of $93.2B in the current position value.

Sincerus Advisory, LLC is based out at New York, NY

Below you can find more details about Sincerus Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $93.2 Billion
ETFs: $84.4 Billion
Technology: $4.95 Billion
Communication Services: $1.49 Billion
Consumer Cyclical: $335 Million
Real Estate: $207 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $93.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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