Sigma Investment Counselors Inc Purchases in Q2 2025

Sigma Investment Counselors Inc

  • $1.78 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
15.8K
+ 2.47%
$498.8 - $620.9 $7.89M - $9.83M
657K $408M
VEA
Vanguard Ftse Developed Market

ETFs
45.3K
+ 2.45%
$45.65 - $57.01 $2.07M - $2.58M
1.89M $108M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
61.8K
+ 3.1%
$51.16 - $62.02 $3.16M - $3.83M
2.06M $128M
NVDA
Nvidia Corp

Technology
3.24K
+ 1.87%
$94.31 - $157.99 $305K - $511K
176K $27.8M
MSFT
Microsoft Corp

Technology
1.11K
+ 2.25%
$354.56 - $497.45 $394K - $553K
50.5K $25.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.18K
+ 4.87%
$272.36 - $339.57 $1.41M - $1.76M
112K $37.9M
META
Meta Platforms, Inc.

Communication Services
2.11K
+ 10.24%
$484.66 - $738.09 $1.02M - $1.56M
22.7K $16.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.8K
+ 3.11%
$90.56 - $109.49 $1.61M - $1.95M
591K $64.6M
VTI
Vanguard Total Stock Market Et

ETFs
8.99K
+ 15.92%
$243.75 - $303.93 $2.19M - $2.73M
65.4K $19.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.7K
+ 2.31%
$39.89 - $49.46 $625K - $775K
694K $34.3M
VTV
Vanguard Value ETF

ETFs
14.6K
+ 8.25%
$153.67 - $176.74 $2.24M - $2.57M
191K $33.8M
AMZN
Amazon Com Inc

Consumer Cyclical
3.66K
+ 4.82%
$167.32 - $223.3 $612K - $816K
79.5K $17.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.06K
+ 4.07%
$210.28 - $289.91 $433K - $597K
52.7K $15.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.92K
+ 3.37%
$74.88 - $91.97 $668K - $820K
274K $25.2M
SNPS
Synopsys Inc

Technology
1.04K
+ 4.14%
$380.9 - $517.66 $395K - $537K
26.1K $13.4M
APO
Apollo Global Management, Inc.

Financial Services
17.6K
New
$108.68 - $145.07 $1.92M - $2.56M
17.6K $2.5M
AVGO
Broadcom Inc.

Technology
2.76K
+ 17.22%
$146.29 - $275.65 $404K - $762K
18.8K $5.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
88.6K
+ 71.64%
$19.6 - $24.44 $1.74M - $2.16M
212K $5.19M
GS
Goldman Sachs Group Inc

Financial Services
654
+ 5.47%
$462.22 - $707.75 $302K - $463K
12.6K $8.92M
IEFA
Ishares Tr

ETFs
5.05K
+ 2.03%
$67.83 - $84.09 $342K - $425K
254K $21.2M
IAU
Ishares Gold Trust

ETFs
19.9K
+ 8.7%
$56.1 - $64.74 $1.12M - $1.29M
249K $15.5M
CAT
Caterpillar Inc

Industrials
1.35K
+ 5.59%
$273.94 - $388.21 $368K - $522K
25.4K $9.86M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
66.7K
+ 85.46%
$19.1 - $23.83 $1.27M - $1.59M
145K $3.45M
URI
United Rentals, Inc.

Industrials
483
+ 4.63%
$551.94 - $753.4 $267K - $364K
10.9K $8.23M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.9K
+ 27.56%
$108.12 - $135.04 $854K - $1.07M
36.6K $4.94M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
41.2K
+ 3.23%
$24.31 - $25.29 $1M - $1.04M
1.32M $33.3M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
45.5K
+ 2.89%
$20.23 - $21.04 $921K - $958K
1.62M $34.1M
IBDV
Ishares Tr

Technology
40.5K
+ 2.65%
$21.28 - $21.98 $861K - $889K
1.57M $34.4M
ISRG
Intuitive Surgical Inc

Healthcare
867
+ 5.3%
$451.58 - $565.94 $392K - $491K
17.2K $9.36M
GOOGL
Alphabet Inc.

Communication Services
2.27K
+ 6.12%
$144.7 - $178.6 $328K - $405K
39.3K $6.92M
SYK
Stryker Corp

Healthcare
521
+ 1.29%
$337.37 - $395.63 $176K - $206K
41K $16.2M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
43.1K
+ 3.82%
$23.96 - $24.27 $1.03M - $1.05M
1.17M $28.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
277
+ 1.7%
$496.48 - $617.85 $138K - $171K
16.6K $10.3M
COST
Costco Wholesale Corp

Consumer Defensive
541
+ 4.25%
$908.13 - $1056.85 $491K - $572K
13.3K $13.2M
SJNK
Spdr Bloomberg Short Term High

ETFs
20.2K
+ 1.33%
$24.12 - $25.48 $488K - $516K
1.54M $39.4M
ETN
Eaton Corp PLC

Industrials
567
+ 6.39%
$246.52 - $356.99 $140K - $202K
9.45K $3.37M
KLAC
Kla Corp

Technology
162
+ 4.56%
$576.53 - $902.94 $93.4K - $146K
3.72K $3.33M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.9K
+ 2.47%
$24.94 - $25.42 $695K - $708K
1.15M $29.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.8K
+ 13.94%
$72.96 - $90.39 $423K - $524K
47.4K $4.23M
XLK
Technology Sector Spdr

ETFs
925
+ 7.31%
$179.73 - $253.23 $166K - $234K
13.6K $3.44M
GBDC
Golub Capital Bdc, Inc.

Financial Services
78.6K
+ 10.89%
$13.03 - $15.28 $1.02M - $1.2M
801K $11.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31.2K
+ 2.84%
N/A
1.13M $26.8M
TDG
Trans Digm Group Inc

Industrials
140
+ 4.07%
$1231.75 - $1520.64 $172K - $213K
3.58K $5.44M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.01K
+ 5.1%
$114.78 - $133.31 $345K - $401K
62.1K $8.27M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.75K
+ 7.38%
$77.94 - $79.5 $526K - $537K
98.3K $7.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
101
+ 1.04%
$456.74 - $568.03 $46.1K - $57.4K
9.83K $5.58M
ORCL
Oracle Corp

Technology
308
+ 4.83%
$122.82 - $218.63 $37.8K - $67.3K
6.69K $1.46M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.8K
+ 67.53%
$17.76 - $22.1 $387K - $482K
54.1K $1.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.37K
+ 1.94%
$102.02 - $103.5 $752K - $763K
388K $39.9M
Activity Summary
Buys All Purchases 136 New Holdings 12 Increased Positions 124 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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