Sincerus Advisory, LLC Top Holdings and 13F Report (2025) About Sincerus Advisory, LLCInvestment ActivitySincerus Advisory, LLC has $93.24 million in total holdings as of December 31, 2024.Sincerus Advisory, LLC owns shares of 63 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $17,667,532iShares MSCI EAFE ETF $5,739,235iShares Russell Mid-Cap ETF $5,733,719Vanguard Dividend Appreciation ETF $3,593,694iShares Russell 2000 ETF $3,132,139 Sector AllocationMap of 500 Largest Holdings ofSincerus Advisory, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$17,667,53230,14518.9%FinanceEFAiShares MSCI EAFE ETF$5,739,23575,9066.2%FinanceIWRiShares Russell Mid-Cap ETF$5,733,71964,8616.1%ETFVIGVanguard Dividend Appreciation ETF$3,593,69418,3513.9%ETFIWMiShares Russell 2000 ETF$3,132,13914,1753.4%FinanceVEAVanguard FTSE Developed Markets ETF$3,129,43565,4423.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,912,44630,0563.1%FinanceMUBiShares National Muni Bond ETF$2,854,27826,7883.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,213,03829,0652.4%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$1,999,56239,8882.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,932,13924,0702.1%ETFDIGITALOCEAN HLDGS INC$1,863,59554,6992.0%COMJ P MORGAN EXCHANGE TRADED F$1,803,92829,0771.9%HEDGED EQUITY LAGLDSPDR Gold Shares$1,683,0466,9511.8%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,573,7658,9811.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,568,32313,7001.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,561,09717,5331.7%ETFEEMiShares MSCI Emerging Markets ETF$1,552,08837,1141.7%FinanceVOVanguard Mid-Cap ETF$1,539,7095,8291.7%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,421,34514,8881.5%FinanceAAPLApple$1,391,1045,5551.5%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$1,382,62622,7591.5%ETFNULVNuveen ESG Large-Cap Value ETF$1,379,67835,0441.5%ETFDFAUDimensional US Core Equity Market ETF$1,376,14233,9871.5%ETFVNQVanguard Real Estate ETF$1,270,36214,2611.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,251,05312,4711.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,132,23510,5971.2%FinanceBNDVanguard Total Bond Market ETF$1,126,78415,6691.2%ETFREZiShares Residential and Multisector Real Estate ETF$1,096,83213,5381.2%ETFDEMWisdomTree Emerging Markets High Dividend Fund$1,079,36126,6571.2%FinanceJUSTGoldman Sachs JUST U.S. Large Cap Equity ETF$1,054,71812,6871.1%ETFMETAMeta Platforms$997,1951,7031.1%Computer and TechnologyQQQInvesco QQQ$982,6691,9221.1%FinanceIWFiShares Russell 1000 Growth ETF$965,3572,4041.0%ETFIVViShares Core S&P 500 ETF$857,6021,4570.9%ETFBRZEBraze$854,43620,4020.9%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$706,19522,4620.8%ETFIGFiShares Global Infrastructure ETF$621,80511,8960.7%ManufacturingDFUSDimensional U.S. Equity ETF$620,4319,7320.7%ETFDFASDimensional U.S. Small Cap ETF$534,3108,2100.6%ETFNVDANVIDIA$515,0453,8350.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$474,2301,6360.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$428,9038,4580.5%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$382,2419,6620.4%ETFJEPIJPMorgan Equity Premium Income ETF$372,0416,4670.4%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$348,15313,6100.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$346,0522,6910.4%ETFAMZNAmazon.com$335,4471,5290.4%Retail/WholesaleDTECALPS Disruptive Technologies ETF$328,1487,2390.4%ETFMSFTMicrosoft$326,7327750.4%Computer and TechnologyNACPImpact Shares NAACP Minority Empowerment ETF$317,6477,7710.3%ETFGOOGAlphabet$288,8931,5170.3%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$288,43111,3690.3%ETFVTWOVanguard Russell 2000 ETF$271,6043,0400.3%ETFVWOVanguard FTSE Emerging Markets ETF$265,2526,0230.3%ETFIAUiShares Gold Trust$250,4225,0580.3%FinanceVWOBVanguard Emerging Markets Government Bond ETF$247,8953,9250.3%ETFVSGXVanguard ESG International Stock ETF$236,2654,1670.3%ETFXLEEnergy Select Sector SPDR Fund$226,9912,6500.2%ETFVOOVanguard S&P 500 ETF$210,6603910.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$208,2512,6480.2%ETFBNLBroadstone Net Lease$207,37813,0760.2%FinanceGOOGLAlphabet$205,8151,0870.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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