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
SNA
Snap On Inc

Industrials
-748
- 4.24%
$324.09 - $358.62 $242K - $268K
16.9K $5.7M
NEE
Nextera Energy Inc

Utilities
-3.41K
- 5.56%
$66.96 - $76.16 $228K - $259K
57.9K $4.1M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-4.46K
- 54.42%
$53.81 - $62.59 $240K - $279K
3.74K $209K
ORCL
Oracle Corp

Technology
-478
- 6.97%
$139.81 - $186.47 $66.8K - $89.1K
6.38K $891K
MRK
Merck & Co., Inc.

Healthcare
-2.03K
- 29.89%
$83.01 - $101.02 $168K - $205K
4.75K $426K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.71K
- 44.59%
$117.4 - $131.02 $201K - $224K
2.13K $254K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.24K
- 12.12%
$94.84 - $105.31 $213K - $236K
16.2K $1.57M
PEP
Pepsico Inc

Consumer Defensive
-1.42K
- 30.57%
$142.64 - $156.42 $202K - $221K
3.21K $481K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.23K
- 13.04%
$74.85 - $84.89 $466K - $529K
41.6K $3.4M
SJNK
Spdr Bloomberg Short Term High

ETFs
-2.24K
- 0.15%
$25.08 - $25.64 $56.1K - $57.3K
1.52M $38.4M
IEMG
Ishares Inc

ETFs
-3.12K
- 2.96%
N/A
102K $5.5M
PSA
Public Storage

Real Estate
-525
- 5.02%
$288.99 - $313.98 $152K - $165K
9.93K $2.97M
DIS
Walt Disney CO

Communication Services
-953
- 23.73%
$96.87 - $114.0 $92.3K - $109K
3.06K $302K
ABC
Amerisourcebergen Corp

Healthcare
-758
- 4.79%
N/A
15.1K $2.79M
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.53K
- 3.24%
$79.17 - $82.04 $279K - $290K
106K $8.63M
ACN
Accenture PLC

Technology
-157
- 8.56%
$300.91 - $398.25 $47.2K - $62.5K
1.68K $523K
TGT
Target Corp

Consumer Defensive
-112
- 4.16%
$103.65 - $142.5 $11.6K - $16K
2.58K $269K
CRM
Salesforce, Inc.

Technology
-66
- 5.81%
$268.36 - $359.95 $17.7K - $23.8K
1.07K $286K
IVW
Ishares S&P 500 Growth ETF

ETFs
-100
- 1.07%
$92.45 - $106.69 $9.25K - $10.7K
9.21K $855K
HD
Home Depot, Inc.

Consumer Cyclical
-55
- 1.79%
$347.25 - $424.87 $19.1K - $23.4K
3.02K $1.11M
LMT
Lockheed Martin Corp

Industrials
-94
- 10.97%
$423.19 - $506.29 $39.8K - $47.6K
763 $340K
WM
Waste Management Inc

Industrials
-500
- 34.2%
$200.54 - $233.78 $100K - $117K
962 $222K
WMT
Walmart Inc.

Consumer Defensive
-658
- 15.81%
$84.5 - $105.05 $55.6K - $69.1K
3.5K $307K
SLB
Schlumberger Limited

Energy
-7.22K
- 10.75%
$38.4 - $43.74 $277K - $316K
59.9K $2.51M
PG
Procter & Gamble CO

Consumer Defensive
-933
- 2.8%
$158.56 - $176.26 $148K - $164K
32.4K $5.52M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.51K
- 10.29%
$63.77 - $71.36 $160K - $179K
21.9K $1.51M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.64K
- 25.27%
$25.81 - $28.52 $68.1K - $75.2K
7.8K $215K
IBMO
Ishares Tr Ibonds December 202

ETFs
-2.4K
- 19.35%
$25.45 - $25.6 $61.1K - $61.4K
10K $255K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-3.1K
- 15.9%
$20.05 - $20.4 $62.2K - $63.3K
16.4K $333K
XLV
Select Sector Spdr Fund Health

ETFs
-756
- 11.75%
$137.61 - $149.68 $104K - $113K
5.68K $828K
VBK
Vanguard Small Cap Growth ETF

ETFs
-48
- 3.06%
$247.97 - $296.33 $11.9K - $14.2K
1.52K $382K
HON
Honeywell International Inc

Industrials
-133
- 7.16%
$202.75 - $226.52 $27K - $30.1K
1.73K $365K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.67K
- 12.06%
$19.42 - $19.54 $51.9K - $52.2K
19.5K $379K
KMI
Kinder Morgan, Inc.

Energy
-5.47K
- 5.63%
$26.1 - $31.22 $143K - $171K
91.7K $2.62M
GGG
Graco Inc

Industrials
-500
- 10.66%
$80.53 - $87.54 $40.3K - $43.8K
4.19K $349K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.04K
- 9.02%
$27.01 - $28.54 $55.1K - $58.3K
20.6K $575K
BAC
Bank Of America Corp

Financial Services
-378
- 3.15%
$39.61 - $47.74 $15K - $18K
11.6K $484K
BA
Boeing CO

Industrials
-160
- 6.98%
$148.15 - $186.25 $23.7K - $29.8K
2.13K $363K
HDV
Ishares Core High Dividend ETF

ETFs
-550
- 17.76%
$110.86 - $121.12 $61K - $66.6K
2.55K $308K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-36
- 3.93%
$254.58 - $302.92 $9.16K - $10.9K
880 $224K
DTM
Dt Midstream, Inc.

Energy
-268
- 6.61%
$86.95 - $113.75 $23.3K - $30.5K
3.79K $365K
GRF
Eagle Capital Growth Fund, Inc.

Financial Services
-3.26K
- 19.67%
$9.48 - $10.19 $30.9K - $33.3K
13.3K $130K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.58K
- 10.48%
$20.64 - $20.73 $32.5K - $32.6K
13.5K $278K
CL
Colgate Palmolive CO

Consumer Defensive
-396
- 12.56%
$85.68 - $97.5 $33.9K - $38.6K
2.76K $258K
ICF
Ishares Tr

ETFs
-729
- 4.82%
$57.98 - $63.8 $42.3K - $46.5K
14.4K $885K
XLF
Financial Sector Spdr

ETFs
-1.68K
- 4.3%
$47.32 - $52.19 $79.5K - $87.6K
37.4K $1.86M
DVY
Ishares Tr

ETFs
-200
- 9.57%
$128.58 - $138.1 $25.7K - $27.6K
1.89K $253K
MUB
Ishares National Muni Bond ETF

ETFs
-115
- 1.56%
$104.71 - $107.69 $12K - $12.4K
7.26K $765K
KMB
Kimberly Clark Corp

Consumer Defensive
-300
- 12.66%
$124.46 - $147.4 $37.3K - $44.2K
2.07K $294K
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
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