Sigma Investment Counselors Inc Incresed Positions in Q3 2025

Sigma Investment Counselors Inc

  • $1.88 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
13.6K
+ 0.72%
$56.02 - $60.3 $762K - $820K
1.9M $114M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.66K
+ 0.67%
$49.43 - $54.52 $230K - $254K
699K $37.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.57K
+ 6.26%
$546.99 - $602.2 $861K - $948K
26.7K $16M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
64K
+ 4.87%
$24.97 - $25.78 $1.6M - $1.65M
1.38M $35.4M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
71K
+ 4.38%
$20.77 - $21.32 $1.47M - $1.51M
1.69M $35.9M
IBDV
Ishares Tr

Technology
68.6K
+ 4.38%
$21.75 - $22.22 $1.49M - $1.52M
1.63M $36.2M
TJX
Tjx Companies Inc

Consumer Cyclical
132
+ 0.17%
$121.35 - $144.54 $16K - $19.1K
76.7K $11.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
56.1K
+ 4.78%
$24.14 - $24.34 $1.35M - $1.37M
1.23M $29.9M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
43K
+ 2.98%
$23.13 - $23.54 $994K - $1.01M
1.49M $34.9M
SJNK
Spdr Bloomberg Short Term High

ETFs
39.2K
+ 2.54%
$25.28 - $25.63 $992K - $1.01M
1.58M $40.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
46.3K
+ 4.1%
N/A
1.18M $27.9M
AVGO
Broadcom Inc.

Technology
187
+ 0.99%
$264.74 - $369.57 $49.5K - $69.1K
19K $6.27M
MSFT
Microsoft Corp

Technology
42
+ 0.08%
$491.09 - $535.64 $20.6K - $22.5K
50.5K $26.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
961
+ 9.78%
$567.77 - $614.76 $546K - $591K
10.8K $6.61M
LOW
Lowes Companies Inc

Consumer Cyclical
41
+ 0.12%
$215.01 - $273.02 $8.82K - $11.2K
33K $8.3M
KLAC
Kla Corp

Technology
16
+ 0.43%
$843.9 - $1078.6 $13.5K - $17.3K
3.73K $4.03M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.54K
+ 1.17%
$102.4 - $103.88 $464K - $471K
392K $40.6M
GOOG
Alphabet Inc.

Communication Services
19
+ 0.23%
$175.16 - $255.24 $3.33K - $4.85K
8.26K $2.01M
VGT
Vanguard Information Technolog

ETFs
615
+ 66.41%
$656.44 - $753.15 $404K - $463K
1.54K $1.15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
58
+ 0.53%
$420.11 - $472.68 $24.4K - $27.4K
11K $5.15M
VUG
Vanguard Growth ETF

ETFs
895
+ 93.72%
$433.97 - $484.08 $388K - $433K
1.85K $887K
ITOT
Ishares Core S&P Total U.S. St

ETFs
467
+ 1.28%
$135.0 - $146.02 $63K - $68.2K
37.1K $5.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
556
+ 0.26%
$24.46 - $26.5 $13.6K - $14.7K
213K $5.6M
XLK
Technology Sector Spdr

ETFs
10
+ 0.07%
$250.97 - $282.66 $2.51K - $2.83K
13.6K $3.83M
NEE
Nextera Energy Inc

Utilities
201
+ 0.33%
$69.77 - $77.54 $14K - $15.6K
61.7K $4.65M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.29K
+ 2.27%
$23.82 - $25.84 $78.4K - $85K
148K $3.81M
JNJ
Johnson & Johnson

Healthcare
23
+ 0.22%
$155.17 - $185.42 $3.57K - $4.26K
10.3K $1.9M
XOM
Exxon Mobil Corp

Energy
454
+ 0.89%
$105.83 - $117.22 $48K - $53.2K
51.7K $5.83M
PLD
Prologis, Inc.

Real Estate
79
+ 0.27%
$104.08 - $115.35 $8.22K - $9.11K
29.8K $3.42M
ETN
Eaton Corp PLC

Industrials
151
+ 1.6%
$342.99 - $392.76 $51.8K - $59.3K
9.6K $3.59M
PLTR
Palantir Technologies Inc.

Technology
143
+ 4.88%
$130.68 - $186.97 $18.7K - $26.7K
3.07K $560K
VBK
Vanguard Small Cap Growth ETF

ETFs
287
+ 18.89%
$276.51 - $305.12 $79.4K - $87.6K
1.81K $537K
XLV
Select Sector Spdr Fund Health

ETFs
694
+ 21.04%
$129.01 - $139.72 $89.5K - $97K
3.99K $555K
DTE
Dte Energy CO

Utilities
30
+ 0.38%
$130.26 - $141.49 $3.91K - $4.24K
7.94K $1.12M
BX
Blackstone Inc.

Financial Services
3
+ 0.09%
$152.77 - $188.68 $458 - $566
3.22K $550K
BA
Boeing CO

Industrials
203
+ 8.85%
$209.79 - $237.38 $42.6K - $48.2K
2.5K $538K
AXP
American Express CO

Financial Services
2
+ 0.06%
$294.27 - $342.31 $589 - $685
3.38K $1.12M
SLB
Schlumberger Limited

Energy
217
+ 0.33%
$32.37 - $37.31 $7.02K - $8.1K
65.3K $2.24M
GE
General Electric CO

Industrials
6
+ 0.73%
$244.75 - $305.63 $1.47K - $1.83K
826 $248K
WMT
Walmart Inc.

Consumer Defensive
112
+ 2.67%
$94.4 - $104.27 $10.6K - $11.7K
4.3K $443K
EEM
Ishares Msci Emerging Markets

ETFs
25
+ 0.45%
$48.07 - $53.4 $1.2K - $1.34K
5.62K $300K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
75
+ 0.51%
$44.8 - $46.43 $3.36K - $3.48K
14.7K $678K
MA
Mastercard Inc

Financial Services
21
+ 2.65%
$550.18 - $598.96 $11.6K - $12.6K
813 $462K
SCHW
Schwab Charles Corp

Financial Services
6
+ 0.19%
$91.03 - $98.69 $546 - $592
3.21K $305K
APO
Apollo Global Management, Inc.

Financial Services
1.24K
+ 7.03%
$131.55 - $156.05 $163K - $194K
18.9K $2.52M
DTM
Dt Midstream, Inc.

Energy
11
+ 0.29%
$99.17 - $113.27 $1.09K - $1.25K
3.81K $430K
ED
Consolidated Edison Inc

Utilities
5
+ 0.19%
$95.57 - $105.36 $478 - $527
2.69K $270K
IBM
International Business Machines Corp

Technology
42
+ 4.66%
$234.77 - $292.47 $9.86K - $12.3K
943 $266K
ABC
Amerisourcebergen Corp

Healthcare
6
+ 0.04%
N/A
15.8K $2.93M
Activity Summary
Buys All Purchases 72 New Holdings 6 Increased Positions 66 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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