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
IVE
Ishares S&P 500 Value ETF

ETFs
-68
- 0.54%
$185.78 - $198.58 $12.6K - $13.5K
12.4K $2.37M
NFLX
Netflix Inc

Communication Services
-25
- 6.85%
$828.4 - $1058.6 $20.7K - $26.5K
340 $317K
IBM
International Business Machines Corp

Technology
-150
- 14.06%
$217.4 - $264.74 $32.6K - $39.7K
917 $228K
Arista Networks Inc
-2.33K
- 5.19%
N/A
42.5K $0
MA
Mastercard Inc

Financial Services
-32
- 3.96%
$504.67 - $576.31 $16.1K - $18.4K
776 $425K
BMY
Bristol Myers Squibb CO

Healthcare
-2.55K
- 7.17%
$53.9 - $63.11 $138K - $161K
33K $2.01M
EEM
Ishares Msci Emerging Markets

ETFs
-277
- 3.33%
$40.81 - $45.34 $11.3K - $12.6K
8.03K $351K
JNJ
Johnson & Johnson

Healthcare
-1.38K
- 12.18%
$142.06 - $167.7 $196K - $232K
9.97K $1.65M
CVX
Chevron Corp

Energy
-922
- 12.31%
$146.71 - $167.97 $135K - $155K
6.57K $1.1M
PAYX
Paychex Inc

Industrials
-166
- 5.42%
$136.06 - $154.52 $22.6K - $25.7K
2.89K $446K
RTX
Raytheon Technologies Corp

Industrials
-928
- 10.74%
$114.1 - $135.66 $106K - $126K
7.72K $1.02M
GLD
Spdr Gold Trust

ETFs
-156
- 10.75%
$243.19 - $288.14 $37.9K - $44.9K
1.3K $373K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-337
- 3.33%
$75.32 - $84.77 $25.4K - $28.6K
9.79K $799K
PLD
Prologis, Inc.

Real Estate
-1.09K
- 3.7%
$103.59 - $124.04 $113K - $135K
28.4K $3.17M
SYK
Stryker Corp

Healthcare
-1.13K
- 2.72%
$355.18 - $399.9 $402K - $452K
40.5K $15.1M
NUE
Nucor Corp

Basic Materials
-85
- 0.25%
$114.48 - $142.52 $9.73K - $12.1K
33.3K $4.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-450
- 9.88%
$442.66 - $534.52 $199K - $241K
4.1K $2.19M
V
Visa Inc.

Financial Services
-1.18K
- 7.3%
$306.92 - $362.71 $361K - $427K
14.9K $5.24M
XLE
Energy Sector Spdr

ETFs
-2.08K
- 4.65%
$85.7 - $93.96 $178K - $195K
42.6K $3.99M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-13.9K
- 0.96%
$22.61 - $23.14 $315K - $322K
1.44M $33.2M
TDG
Trans Digm Group Inc

Industrials
-121
- 3.4%
$1251.32 - $1394.11 $151K - $169K
3.44K $4.75M
XOM
Exxon Mobil Corp

Energy
-2.01K
- 3.9%
$105.44 - $118.93 $212K - $239K
49.5K $5.89M
KO
Coca Cola CO

Consumer Defensive
-2.34K
- 3.5%
$60.81 - $72.32 $142K - $169K
64.5K $4.62M
PGR
Progressive Corp

Financial Services
-80
- 0.69%
$235.61 - $291.22 $18.8K - $23.3K
11.5K $3.25M
ROP
Roper Technologies Inc

Industrials
-802
- 5.8%
$502.71 - $593.81 $403K - $476K
13K $7.68M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-251
- 2.79%
$402.49 - $513.76 $101K - $129K
8.75K $4.24M
ABBV
Abb Vie Inc.

Healthcare
-2.46K
- 6.32%
$169.2 - $216.66 $417K - $534K
36.5K $7.65M
AJG
Arthur J. Gallagher & Co.

Financial Services
-861
- 2.64%
$275.89 - $345.24 $238K - $297K
31.8K $11M
IAU
Ishares Gold Trust

ETFs
-3.48K
- 1.5%
$49.74 - $58.96 $173K - $205K
229K $13.5M
VEA
Vanguard Ftse Developed Market

ETFs
-8.9K
- 0.48%
$47.4 - $52.99 $422K - $472K
1.84M $93.8M
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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