Sigma Investment Counselors Inc has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.83 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $332M, Ishares S&P 100 ETF with a value of $306M, Ishares Core S&P Mid Cap ETF with a value of $120M, Vanguard Ftse Developed Market with a value of $89.3M, and Ishares Core S&P Sm Cap ETF with a value of $64.8M.

Examining the 13F form we can see an increase of $413M in the current position value, from $1.42B to 1.83B.

Below you can find more details about Sigma Investment Counselors Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.83 Billion
ETFs: $1.41 Billion
Technology: $95.4 Million
Healthcare: $61.9 Million
Industrials: $56.9 Million
Financial Services: $47.2 Million
Consumer Cyclical: $34.1 Million
Consumer Defensive: $23.2 Million
Communication Services: $18.9 Million
Other: $31.1 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $1.83 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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