Sigma Investment Counselors Inc Incresed Positions in Q3 2024

Sigma Investment Counselors Inc

  • $2.05 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
95.5K
+ 7.22%
$266.03 - $266.03 $25.4M - $25.4M
1.42M $377M
IVV
Ishares Core S&P 500 ETF

ETFs
8.66K
+ 1.34%
$520.18 - $576.82 $4.51M - $5M
654K $377M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.1K
+ 0.99%
$57.32 - $62.65 $1.15M - $1.26M
2.04M $127M
VEA
Vanguard Ftse Developed Market

ETFs
10.6K
+ 0.58%
$47.6 - $53.31 $502K - $563K
1.83M $96.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.13K
+ 0.36%
$105.53 - $118.34 $224K - $252K
597K $69.8M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
114K
+ 11.84%
$24.34 - $25.83 $2.77M - $2.94M
1.08M $27.7M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
125K
+ 10.03%
$20.12 - $21.28 $2.51M - $2.65M
1.37M $29M
IBDV
Ishares Tr

Technology
94K
+ 7.4%
$21.11 - $22.24 $1.98M - $2.09M
1.36M $30.2M
VTV
Vanguard Value ETF

ETFs
3.97K
+ 2.43%
$159.75 - $174.57 $634K - $693K
167K $29.2M
AAPL
Apple Inc.

Technology
265
+ 0.21%
$207.23 - $234.82 $54.9K - $62.2K
126K $29.4M
SJNK
Spdr Bloomberg Short Term High

ETFs
35.4K
+ 2.47%
$24.8 - $25.75 $878K - $912K
1.47M $37.8M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
30.6K
+ 2.97%
$24.62 - $25.59 $754K - $784K
1.06M $27.1M
CAT
Caterpillar Inc

Industrials
1
+ 0.0%
$316.8 - $391.12 $317 - $391
26.5K $10.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36.4K
+ 3.59%
$23.63 - $24.42 $860K - $889K
1.05M $25.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.26K
+ 1.19%
$98.99 - $101.51 $421K - $432K
361K $36.6M
NEE
Nextera Energy Inc

Utilities
695
+ 1.16%
$69.9 - $84.97 $48.6K - $59.1K
60.7K $5.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.39K
+ 7.05%
$434.77 - $502.96 $606K - $701K
21.2K $10.3M
PSA
Public Storage

Real Estate
60
+ 0.58%
$283.13 - $365.01 $17K - $21.9K
10.4K $3.79M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
21.3K
+ 2.2%
$24.78 - $25.11 $529K - $536K
992K $24.9M
PGR
Progressive Corp

Financial Services
1.02K
+ 9.63%
$209.46 - $259.24 $213K - $263K
11.6K $2.94M
ARCC
Ares Capital Corp

Financial Services
29.8K
+ 4.57%
$19.8 - $21.28 $590K - $634K
682K $14.3M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
30.6K
+ 3.04%
$23.75 - $23.75 $727K - $727K
1.04M $24.7M
TDG
Trans Digm Group Inc

Industrials
53
+ 1.53%
$1202.03 - $1427.41 $63.7K - $75.7K
3.52K $5.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
166
+ 1.01%
$517.38 - $573.86 $85.9K - $95.3K
16.6K $9.51M
KO
Coca Cola CO

Consumer Defensive
108
+ 0.16%
$62.69 - $73.01 $6.77K - $7.89K
65.9K $4.73M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.02%
$459.02 - $510.25 $1.38K - $1.53K
12.5K $6.17M
ANET
Arista Networks, Inc.

Technology
265
+ 2.45%
$311.42 - $388.21 $82.5K - $103K
11.1K $4.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
508
+ 12.37%
$405.19 - $478.57 $206K - $243K
4.62K $2.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
396
+ 0.37%
$79.29 - $84.02 $31.4K - $33.3K
107K $8.98M
ITOT
Ishares Core S&P Total U.S. St

ETFs
919
+ 3.0%
$113.41 - $125.62 $104K - $115K
31.6K $3.97M
V
Visa Inc.

Financial Services
443
+ 2.83%
$253.74 - $291.56 $112K - $129K
16.1K $4.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 0.21%
$475.2 - $527.7 $9.98K - $11.1K
9.95K $5.25M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.03K
+ 5.01%
$59.93 - $66.52 $122K - $135K
42.6K $2.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
152
+ 0.22%
$61.11 - $67.85 $9.29K - $10.3K
69K $4.68M
ADBE
Adobe Inc.

Technology
1.1K
+ 13.06%
$508.13 - $586.55 $557K - $643K
9.5K $4.92M
TIP
Ishares Tr Tips Bd ETF

ETFs
963
+ 2.64%
$105.92 - $110.83 $102K - $107K
37.5K $4.14M
DTE
Dte Energy CO

Utilities
924
+ 13.43%
$108.67 - $128.41 $100K - $119K
7.81K $1M
IVE
Ishares S&P 500 Value ETF

ETFs
241
+ 1.96%
$181.06 - $197.17 $43.6K - $47.5K
12.5K $2.47M
KMI
Kinder Morgan, Inc.

Energy
374
+ 0.38%
$19.72 - $22.22 $7.38K - $8.31K
99.8K $2.21M
ORCL
Oracle Corp

Technology
116
+ 1.65%
$125.9 - $170.35 $14.6K - $19.8K
7.14K $1.22M
XLF
Financial Sector Spdr

ETFs
1.17K
+ 3.1%
$40.84 - $45.74 $47.8K - $53.6K
39K $1.77M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
842
+ 0.68%
$41.95 - $43.42 $35.3K - $36.6K
125K $5.42M
JNJ
Johnson & Johnson

Healthcare
52
+ 0.48%
$145.48 - $167.38 $7.56K - $8.7K
11K $1.78M
XOM
Exxon Mobil Corp

Energy
528
+ 1.01%
$109.72 - $119.0 $57.9K - $62.8K
53K $6.21M
IEMG
Ishares Inc

ETFs
2.49K
+ 2.41%
$53.64 - $53.64 $134K - $134K
106K $5.68M
AXP
American Express CO

Financial Services
33
+ 1.01%
$225.92 - $271.17 $7.46K - $8.95K
3.31K $896K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.26K
+ 36.96%
$18.12 - $18.92 $95.3K - $99.5K
19.5K $366K
IWD
Ishares Russell 1000 Val ETF

ETFs
55
+ 0.92%
$173.36 - $189.8 $9.53K - $10.4K
6.01K $1.14M
PM
Philip Morris International Inc.

Consumer Defensive
189
+ 5.69%
$101.25 - $127.45 $19.1K - $24.1K
3.51K $426K
Activity Summary
Buys All Purchases 97 New Holdings 12 Increased Positions 85 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 1 Puts 0
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