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
RTX
Raytheon Technologies Corp

Industrials
-862
- 10.64%
$144.19 - $167.33 $124K - $144K
7.24K $1.21M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-86
- 0.82%
$30.13 - $33.37 $2.59K - $2.87K
10.3K $345K
IDEV
Ishares Core Msci Intl Develop

ETFs
-770
- 3.22%
$74.68 - $80.26 $57.5K - $61.8K
23.2K $1.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
-70
- 1.17%
$192.76 - $203.86 $13.5K - $14.3K
5.94K $1.21M
BAC
Bank Of America Corp

Financial Services
-170
- 1.4%
$44.92 - $52.42 $7.64K - $8.91K
12K $617K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-634
- 1.17%
$21.69 - $23.34 $13.8K - $14.8K
53.5K $1.24M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-284
- 0.68%
$28.15 - $30.13 $7.99K - $8.56K
41.2K $1.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
-100
- 1.19%
$108.97 - $121.65 $10.9K - $12.2K
8.31K $1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.08%
$459.11 - $506.91 $1.84K - $2.03K
4.81K $2.42M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9
- 0.03%
$25.29 - $28.33 $228 - $255
35.5K $989K
VCIT
Vanguard Intermediate Term Cor

ETFs
-202
- 0.18%
$81.75 - $84.54 $16.5K - $17.1K
110K $9.27M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.06%
$357.4 - $423.42 $715 - $847
3.11K $1.26M
IVE
Ishares S&P 500 Value ETF

ETFs
-30
- 0.24%
$194.44 - $206.51 $5.83K - $6.2K
12.4K $2.56M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.2K
- 1.82%
$42.04 - $45.23 $50.2K - $54K
64.6K $2.92M
NUE
Nucor Corp

Basic Materials
-282
- 0.8%
$133.3 - $150.33 $37.6K - $42.4K
34.8K $4.71M
UNH
Unitedhealth Group Inc

Healthcare
-848
- 6.0%
$237.77 - $353.61 $202K - $300K
13.3K $4.59M
XLE
Energy Sector Spdr

ETFs
-61
- 0.13%
$84.25 - $91.99 $5.14K - $5.61K
46.7K $4.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.18K
- 1.9%
$132.9 - $142.03 $156K - $167K
60.9K $8.58M
ORCL
Oracle Corp

Technology
-235
- 3.52%
$218.96 - $328.33 $51.5K - $77.2K
6.45K $1.81M
SPY
Spdr S&P 500 ETF Trust

ETFs
-465
- 2.8%
$617.65 - $666.84 $287K - $310K
16.1K $10.7M
SNA
Snap On Inc

Industrials
-42
- 0.24%
$313.01 - $346.53 $13.1K - $14.6K
17.5K $6.06M
TSLA
Tesla, Inc.

Consumer Cyclical
-209
- 3.7%
$293.94 - $444.72 $61.4K - $92.9K
5.43K $2.42M
IEFA
Ishares Tr

ETFs
-1.23K
- 0.48%
$81.7 - $87.53 $100K - $107K
252K $22M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.19K
- 1.17%
$92.26 - $97.51 $294K - $311K
271K $26.1M
VTI
Vanguard Total Stock Market Et

ETFs
-1.89K
- 2.89%
$303.93 - $329.86 $575K - $624K
63.6K $20.9M
GS
Goldman Sachs Group Inc

Financial Services
-95
- 0.75%
$696.56 - $806.32 $66.2K - $76.6K
12.5K $9.96M
JPM
Jpmorgan Chase & CO

Financial Services
-159
- 0.3%
$282.78 - $316.06 $45K - $50.3K
52.5K $16.6M
IWM
Ishares Russell 2000 ETF

ETFs
-1.35K
- 2.16%
$214.92 - $244.84 $291K - $331K
61.4K $14.9M
ABBV
Abb Vie Inc.

Healthcare
-250
- 0.66%
$184.85 - $231.54 $46.2K - $57.9K
37.4K $8.65M
VTV
Vanguard Value ETF

ETFs
-251
- 0.13%
$175.51 - $186.57 $44.1K - $46.8K
191K $35.6M
URI
United Rentals, Inc.

Industrials
-91
- 0.83%
$774.14 - $975.23 $70.4K - $88.7K
10.8K $10.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.94K
- 1.74%
$339.37 - $366.46 $659K - $712K
110K $40.1M
CAT
Caterpillar Inc

Industrials
-107
- 0.42%
$390.92 - $477.15 $41.8K - $51.1K
25.3K $12.1M
GOOGL
Alphabet Inc.

Communication Services
-61
- 0.16%
$174.36 - $254.72 $10.6K - $15.5K
39.2K $9.54M
NVDA
Nvidia Corp

Technology
-12.1K
- 6.85%
$153.3 - $186.58 $1.85M - $2.25M
164K $30.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.38K
- 1.08%
$108.46 - $120.63 $692K - $770K
584K $69.4M
AAPL
Apple Inc.

Technology
-3.29K
- 2.67%
$202.38 - $256.87 $666K - $845K
120K $30.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.59K
- 0.22%
$62.09 - $66.51 $285K - $305K
2.05M $134M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.55K
- 0.24%
$620.67 - $670.08 $965K - $1.04M
656K $439M
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