Sincerus Advisory, LLC Portfolio Holdings by Sector
Sincerus Advisory, LLC
- $93.2 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY EFA IWR VIG IWM VEA AGG MUB 50 stocks |
$82.4 Million
90.14% of portfolio
|
  50  
|
- |
  50  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
DOCN MSFT 2 stocks |
$2.19 Million
2.4% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1.55 Million
1.7% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$1.49 Million
1.63% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.39 Million
1.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
BRZE 1 stocks |
$854,436
0.93% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$515,045
0.56% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$474,230
0.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$335,447
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$207,378
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|