Sigma Investment Counselors Inc Reduced Holdings in Q1 2025

Sigma Investment Counselors Inc

  • $1.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-17.3K
- 2.63%
$554.06 - $615.85 $9.6M - $10.7M
641K $360M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-54.6K
- 2.66%
$57.21 - $65.8 $3.12M - $3.59M
2M $116M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-21.9K
- 3.68%
$102.49 - $119.96 $2.24M - $2.62M
573K $59.9M
NVDA
Nvidia Corp

Technology
-13.9K
- 7.44%
$106.98 - $149.43 $1.49M - $2.08M
173K $18.8M
AAPL
Apple Inc.

Technology
-8.33K
- 6.69%
$209.68 - $247.1 $1.75M - $2.06M
116K $25.8M
VTI
Vanguard Total Stock Market Et

ETFs
-15.2K
- 21.23%
$271.18 - $303.12 $4.13M - $4.61M
56.5K $15.5M
MSFT
Microsoft Corp

Technology
-2.9K
- 5.54%
$375.39 - $447.2 $1.09M - $1.3M
49.4K $18.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5.22K
- 4.68%
$302.31 - $337.54 $1.58M - $1.76M
106K $32.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.35K
- 4.22%
$190.26 - $242.06 $637K - $810K
75.9K $14.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-21.9K
- 27.05%
$126.11 - $135.06 $2.76M - $2.96M
59K $7.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-85.8K
- 40.96%
$21.75 - $24.28 $1.87M - $2.08M
124K $2.73M
GOOGL
Alphabet Inc.

Communication Services
-1.86K
- 4.78%
$154.33 - $206.19 $287K - $383K
37K $5.73M
COST
Costco Wholesale Corp

Consumer Defensive
-2.13K
- 14.33%
$890.62 - $1076.86 $1.9M - $2.29M
12.7K $12.1M
META
Meta Platforms, Inc.

Communication Services
-2.13K
- 9.37%
$576.36 - $736.67 $1.23M - $1.57M
20.6K $11.9M
ISRG
Intuitive Surgical Inc

Healthcare
-1.97K
- 10.72%
$476.63 - $610.45 $937K - $1.2M
16.4K $8.11M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-295
- 1.91%
$111.56 - $223.11 $32.9K - $65.8K
15.2K $1.7M
CAT
Caterpillar Inc

Industrials
-1.5K
- 5.85%
$326.75 - $407.63 $489K - $610K
24.1K $7.93M
XLK
Technology Sector Spdr

ETFs
-4.22K
- 25.01%
$206.38 - $242.18 $871K - $1.02M
12.7K $2.61M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-55.3K
- 5.42%
$25.05 - $25.16 $1.38M - $1.39M
964K $24.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-48K
- 38.1%
$21.23 - $23.75 $1.02M - $1.14M
78.1K $1.68M
URI
United Rentals, Inc.

Industrials
-499
- 4.56%
$594.17 - $789.56 $296K - $394K
10.4K $6.54M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.72K
- 8.01%
$222.66 - $268.42 $605K - $729K
31.2K $7.27M
DHR
Danaher Corp

Healthcare
-1.78K
- 6.36%
$201.62 - $250.59 $358K - $445K
26.2K $5.36M
UPS
United Parcel Service Inc

Industrials
-439
- 0.74%
$109.66 - $136.26 $48.1K - $59.8K
59.3K $6.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-157
- 0.71%
$468.34 - $539.52 $73.5K - $84.7K
21.9K $10.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13.8K
- 13.12%
$77.7 - $78.94 $1.07M - $1.09M
91.6K $7.23M
TSLA
Tesla, Inc.

Consumer Cyclical
-435
- 7.59%
$222.15 - $428.22 $96.6K - $186K
5.3K $1.37M
TJX
Tjx Companies Inc

Consumer Cyclical
-8.18K
- 9.92%
$112.81 - $126.16 $922K - $1.03M
74.3K $9.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
-21
- 0.01%
$82.81 - $92.93 $1.74K - $1.95K
265K $22.5M
ADBE
Adobe Inc.

Technology
-467
- 5.29%
$377.84 - $464.11 $176K - $217K
8.37K $3.21M
TIP
Ishares Tr Tips Bd ETF

ETFs
-7.34K
- 20.64%
$106.22 - $111.09 $779K - $815K
28.2K $3.13M
ETN
Eaton Corp PLC

Industrials
-315
- 3.43%
$271.83 - $371.23 $85.6K - $117K
8.88K $2.41M
GS
Goldman Sachs Group Inc

Financial Services
-485
- 3.9%
$524.81 - $672.19 $255K - $326K
12K $6.53M
SOXX
Ishares Semiconductor ETF

ETFs
-2.55K
- 63.58%
$188.17 - $235.81 $480K - $602K
1.46K $274K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-267
- 2.32%
$360.07 - $417.26 $96.1K - $111K
11.3K $4.07M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.76K
- 8.78%
$120.29 - $134.6 $332K - $371K
28.7K $3.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-12.9K
- 16.43%
$39.4 - $42.61 $510K - $552K
65.8K $2.66M
VO
Vanguard Mid Cap ETF

ETFs
-1.9K
- 54.89%
$251.87 - $277.95 $480K - $529K
1.57K $404K
SPY
Spdr S&P 500 ETF Trust

ETFs
-90
- 0.55%
$551.42 - $612.93 $49.6K - $55.2K
16.3K $9.13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-16.1K
- 46.14%
$23.16 - $27.04 $373K - $436K
18.8K $440K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-15K
- 36.71%
$25.58 - $29.24 $383K - $438K
25.8K $677K
UNH
Unitedhealth Group Inc

Healthcare
-1.37K
- 9.29%
$461.52 - $548.18 $631K - $750K
13.4K $7M
GPN
Global Payments Inc

Industrials
-2.09K
- 14.05%
$92.18 - $113.03 $193K - $237K
12.8K $1.25M
JPM
Jpmorgan Chase & CO

Financial Services
-2.84K
- 5.32%
$225.19 - $279.95 $640K - $796K
50.6K $12.4M
SUB
Ishares Short Term National Mu

ETFs
-3.76K
- 14.66%
$105.3 - $106.24 $395K - $399K
21.9K $2.31M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-22.3K
- 40.8%
$18.36 - $20.51 $409K - $456K
32.3K $638K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-218
- 2.19%
$507.05 - $563.67 $111K - $123K
9.72K $5M
HPQ
Hp Inc

Technology
-2.4K
- 4.59%
$27.69 - $34.72 $66.4K - $83.2K
49.8K $1.38M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-6.89K
- 5.64%
$42.38 - $43.28 $292K - $298K
115K $4.9M
Activity Summary
Buys All Purchases 36 New Holdings 2 Increased Positions 34 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sigma Investment Counselors Inc Portfolio

Follow Sigma Investment Counselors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Investment Counselors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Investment Counselors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email