Sincerus Advisory, LLC Portfolio Holdings by Sector
Sincerus Advisory, LLC
- $119 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY EFA IWR MUB VEA IWM AGG VIG 58 stocks |
$108,917
91.26% of portfolio
|
  42  
|
  14  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
DOCN MSFT 2 stocks |
$2,304
1.93% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$2,209
1.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL DASH 4 stocks |
$1,897
1.59% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,443
1.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$914
0.77% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$551
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
BRZE 1 stocks |
$424
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$410
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$237
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
LDI 1 stocks |
$41
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|