• 13F History

Sincerus Advisory, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$94.8M
Signature - Title
Aryn Sands - Agent
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Sincerus Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sincerus Advisory, LLC reported 63 stock holdings with total value $94.8M as of Q1 2025. Top holdings included SPY, EFA, IWR, MUB, and VIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 63 $94.8M +$3.77M -$1.35M +$2.42M SPY, EFA, IWR, MUB, VIG 13F-HR 4/21/2025, 04:54 PM
Q4 2024 63 $93.2M $0 $0 SPY, EFA, IWR, VIG, IWM 13F-HR 2/4/2025, 08:53 PM