Sigma Investment Counselors Inc Reduced Holdings in Q3 2025

Sigma Investment Counselors Inc

  • $1.88 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-126K
- 50.83%
$61.62 - $72.77 $7.79M - $9.2M
122K $8.9M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-50.9K
- 5.74%
$25.09 - $25.19 $1.28M - $1.28M
835K $21M
SYK
Stryker Corp

Healthcare
-130
- 0.32%
$368.57 - $403.53 $47.9K - $52.5K
40.9K $15.1M
COST
Costco Wholesale Corp

Consumer Defensive
-149
- 1.12%
$915.95 - $994.57 $136K - $148K
13.1K $12.2M
ROP
Roper Technologies Inc

Industrials
-75
- 0.55%
$495.03 - $573.0 $37.1K - $43K
13.5K $6.75M
SNPS
Synopsys Inc

Technology
-407
- 1.56%
$387.78 - $645.35 $158K - $263K
25.7K $12.7M
ADBE
Adobe Inc.

Technology
-301
- 3.44%
$333.65 - $392.1 $100K - $118K
8.44K $2.98M
PGR
Progressive Corp

Financial Services
-430
- 3.9%
$238.61 - $264.3 $103K - $114K
10.6K $2.62M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.61K
- 4.69%
$78.96 - $80.04 $364K - $369K
93.7K $7.49M
MUB
Ishares National Muni Bond ETF

ETFs
-2.68K
- 37.68%
$103.24 - $106.68 $277K - $286K
4.43K $472K
SUB
Ishares Short Term National Mu

ETFs
-1.99K
- 10.93%
$106.17 - $107.3 $211K - $214K
16.2K $1.73M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.62K
- 8.86%
$95.32 - $123.91 $155K - $201K
16.7K $1.69M
PG
Procter & Gamble CO

Consumer Defensive
-24
- 0.07%
$150.47 - $161.22 $3.61K - $3.87K
33K $5.07M
ICF
Ishares Tr

ETFs
-2.55K
- 17.83%
$59.57 - $62.89 $152K - $160K
11.7K $723K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.07K
- 20.0%
$48.5 - $50.19 $149K - $154K
12.3K $614K
KMI
Kinder Morgan, Inc.

Energy
-160
- 0.16%
$26.23 - $28.5 $4.2K - $4.56K
98.9K $2.8M
ACN
Accenture PLC

Technology
-80
- 4.82%
$232.56 - $304.78 $18.6K - $24.4K
1.58K $389K
AMZN
Amazon Com Inc

Consumer Cyclical
-507
- 0.64%
$211.65 - $238.24 $107K - $121K
79K $17.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.56K
- 2.23%
$42.75 - $43.37 $109K - $111K
112K $4.86M
PAYX
Paychex Inc

Industrials
-260
- 8.98%
$126.69 - $147.99 $32.9K - $38.5K
2.63K $333K
HON
Honeywell International Inc

Industrials
-216
- 12.04%
$207.7 - $240.4 $44.9K - $51.9K
1.58K $332K
CRM
Salesforce, Inc.

Technology
-103
- 9.04%
$231.66 - $273.65 $23.9K - $28.2K
1.04K $245K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.85K
- 12.8%
$26.38 - $27.95 $75.1K - $79.5K
19.4K $529K
DIS
Walt Disney CO

Communication Services
-167
- 4.28%
$112.25 - $124.0 $18.7K - $20.7K
3.74K $427K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.44K
- 18.61%
$20.66 - $20.74 $50.3K - $50.5K
10.7K $220K
GGG
Graco Inc

Industrials
-500
- 8.14%
$82.58 - $88.81 $41.3K - $44.4K
5.64K $479K
IEMG
Ishares Inc

ETFs
-829
- 0.77%
N/A
107K $5.75M
TIP
Ishares Tr Tips Bd ETF

ETFs
-682
- 2.28%
$109.11 - $111.88 $74.4K - $76.3K
29.2K $3.25M
DE
Deere & CO

Industrials
-7
- 1.02%
$457.26 - $524.37 $3.2K - $3.67K
678 $310K
DUK
Duke Energy Corp

Utilities
-355
- 13.6%
$116.31 - $125.93 $41.3K - $44.7K
2.26K $279K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-80
- 9.95%
$567.09 - $607.37 $45.4K - $48.6K
724 $431K
GLD
Spdr Gold Trust

ETFs
-264
- 19.27%
$300.96 - $355.47 $79.5K - $93.8K
1.11K $393K
SOXX
Ishares Semiconductor ETF

ETFs
-194
- 18.89%
$236.93 - $271.12 $46K - $52.6K
833 $225K
WM
Waste Management Inc

Industrials
-50
- 5.11%
$213.88 - $237.1 $10.7K - $11.9K
928 $204K
SO
Southern CO

Utilities
-322
- 6.28%
$90.83 - $96.0 $29.2K - $30.9K
4.81K $455K
HDV
Ishares Core High Dividend ETF

ETFs
-180
- 6.6%
$118.16 - $123.66 $21.3K - $22.3K
2.55K $311K
CVX
Chevron Corp

Energy
-499
- 8.66%
$145.57 - $161.83 $72.6K - $80.8K
5.26K $817K
CSCO
Cisco Systems, Inc.

Technology
-26
- 0.55%
$66.2 - $71.79 $1.72K - $1.87K
4.71K $322K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-377
- 1.8%
$19.61 - $19.79 $7.39K - $7.46K
20.6K $406K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-364
- 2.35%
$20.41 - $20.67 $7.43K - $7.52K
15.1K $311K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-302
- 5.92%
$91.28 - $97.59 $27.6K - $29.5K
4.8K $459K
XLF
Financial Sector Spdr

ETFs
-940
- 2.83%
$51.37 - $54.25 $48.3K - $51K
32.2K $1.74M
Arista Networks Inc
-69
- 0.15%
N/A
44.9K $0
PEP
Pepsico Inc

Consumer Defensive
-185
- 5.36%
$133.81 - $152.16 $24.8K - $28.1K
3.27K $458K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-135
- 3.73%
$122.57 - $132.57 $16.5K - $17.9K
3.48K $451K
DHR
Danaher Corp

Healthcare
-73
- 0.26%
$181.46 - $212.2 $13.2K - $15.5K
27.7K $5.49M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-72
- 3.26%
$131.47 - $143.64 $9.47K - $10.3K
2.13K $301K
IWN
Ishares Russell2000 Val ETF

ETFs
-125
- 7.93%
$157.1 - $178.94 $19.6K - $22.4K
1.45K $256K
IYW
Ishares Dj Us Tech ETF

ETFs
-24
- 1.86%
$171.38 - $197.01 $4.11K - $4.73K
1.27K $247K
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
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