Sigma Investment Counselors Inc Sells in Q4 2024

Sigma Investment Counselors Inc

  • $1.69 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
-1.85K
- 14.48%
$704.44 - $880.32 $1.3M - $1.63M
10.9K $7.7M
KLAC
Kla Corp

Technology
-2.38K
- 50.08%
$614.46 - $829.55 $1.46M - $1.98M
2.38K $1.5M
DHR
Danaher Corp

Healthcare
-696
- 2.43%
$226.16 - $274.52 $157K - $191K
27.9K $6.41M
NUE
Nucor Corp

Basic Materials
-2.49K
- 6.92%
$115.78 - $167.74 $288K - $417K
33.4K $3.9M
CVX
Chevron Corp

Energy
-9.81K
- 56.72%
$141.15 - $162.53 $1.39M - $1.6M
7.49K $1.08M
UNH
Unitedhealth Group Inc

Healthcare
-296
- 1.97%
$485.52 - $625.25 $144K - $185K
14.7K $7.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.25K
- 0.38%
$113.92 - $127.38 $257K - $287K
595K $68.5M
CAT
Caterpillar Inc

Industrials
-951
- 3.59%
$360.37 - $416.88 $343K - $396K
25.6K $9.27M
ADBE
Adobe Inc.

Technology
-661
- 6.96%
$437.39 - $552.96 $289K - $366K
8.83K $3.93M
SNPS
Synopsys Inc

Technology
-648
- 2.38%
$485.36 - $588.0 $315K - $381K
26.5K $12.9M
PLD
Prologis, Inc.

Real Estate
-1.47K
- 4.75%
$101.4 - $126.96 $149K - $187K
29.5K $3.12M
XOM
Exxon Mobil Corp

Energy
-1.47K
- 2.78%
$105.51 - $125.37 $155K - $185K
51.5K $5.54M
ROP
Roper Technologies Inc

Industrials
-222
- 1.58%
$519.85 - $575.95 $115K - $128K
13.8K $7.19M
UPS
United Parcel Service Inc

Industrials
-20
- 0.03%
$122.65 - $138.35 $2.45K - $2.77K
59.7K $7.53M
MSFT
Microsoft Corp

Technology
-326
- 0.62%
$406.35 - $454.46 $132K - $148K
52.3K $22M
COST
Costco Wholesale Corp

Consumer Defensive
-1.1K
- 6.89%
$873.59 - $994.69 $961K - $1.09M
14.9K $13.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-173
- 0.36%
$75.1 - $82.99 $13K - $14.4K
47.8K $3.61M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.97K
- 5.25%
$106.33 - $110.69 $209K - $218K
35.5K $3.79M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.86K
- 2.25%
$126.68 - $134.74 $236K - $251K
80.9K $10.3M
PG
Procter & Gamble CO

Consumer Defensive
-278
- 0.83%
$161.05 - $179.7 $44.8K - $50K
33.3K $5.59M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.72K
- 2.18%
$42.33 - $43.3 $115K - $118K
122K $5.2M
HPQ
Hp Inc

Technology
-1.31K
- 2.45%
$32.46 - $39.3 $42.5K - $51.4K
52.2K $1.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
-433
- 1.75%
$64.18 - $70.42 $27.8K - $30.5K
24.4K $1.57M
LLY
Eli Lilly & CO

Healthcare
-23
- 1.72%
$727.2 - $932.06 $16.7K - $21.4K
1.32K $1.02M
SYK
Stryker Corp

Healthcare
-297
- 0.71%
$345.14 - $392.15 $103K - $116K
41.6K $15M
IWM
Ishares Russell 2000 ETF

ETFs
-619
- 0.99%
$216.13 - $242.4 $134K - $150K
61.8K $13.7M
XLE
Energy Sector Spdr

ETFs
-171
- 0.38%
$83.32 - $97.27 $14.2K - $16.6K
44.7K $3.83M
HD
Home Depot, Inc.

Consumer Cyclical
-124
- 3.87%
$385.02 - $431.37 $47.7K - $53.5K
3.08K $1.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-632
- 22.56%
$134.53 - $150.65 $85K - $95.2K
2.17K $293K
ABC
Amerisourcebergen Corp

Healthcare
-523
- 3.2%
N/A
15.8K $2.93M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.86K
- 0.7%
$87.25 - $95.52 $162K - $178K
265K $23.4M
IVE
Ishares S&P 500 Value ETF

ETFs
-40
- 0.32%
$189.5 - $206.17 $7.58K - $8.25K
12.5K $2.39M
LII
Lennox International Inc

Industrials
-180
- 3.87%
$589.36 - $678.43 $106K - $122K
4.47K $2.73M
ORCL
Oracle Corp

Technology
-283
- 3.96%
$165.41 - $192.43 $46.8K - $54.5K
6.86K $1.14M
RTX
Raytheon Technologies Corp

Industrials
-159
- 1.81%
$114.45 - $127.21 $18.2K - $20.2K
8.64K $1M
EEM
Ishares Msci Emerging Markets

ETFs
-674
- 7.5%
$41.82 - $47.36 $28.2K - $31.9K
8.31K $347K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-2.91K
- 14.95%
$18.28 - $18.87 $53.2K - $55K
16.6K $303K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-62
- 1.34%
$442.29 - $483.08 $27.4K - $30K
4.55K $2.06M
GGG
Graco Inc

Industrials
-370
- 7.31%
$81.45 - $92.29 $30.1K - $34.1K
4.69K $395K
MCD
Mcdonalds Corp

Consumer Cyclical
-114
- 13.43%
$288.47 - $316.54 $32.9K - $36.1K
735 $213K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-421
- 6.81%
$90.66 - $99.46 $38.2K - $41.9K
5.76K $523K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-1.51K
- 7.17%
$20.08 - $20.61 $30.3K - $31.1K
19.5K $392K
CMCSA
Comcast Corp

Communication Services
-12
- 0.13%
$37.39 - $45.14 $449 - $542
9.12K $342K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.53K
- 7.65%
$19.42 - $19.76 $29.8K - $30.3K
18.5K $360K
PFE
Pfizer Inc

Healthcare
-59
- 0.5%
$24.8 - $30.19 $1.46K - $1.78K
11.7K $310K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-98
- 0.93%
$26.63 - $30.23 $2.61K - $2.96K
10.4K $277K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-107
- 0.14%
$40.15 - $42.9 $4.3K - $4.59K
78.8K $3.18M
SBUX
Starbucks Corp

Consumer Cyclical
-84
- 3.34%
$87.44 - $102.5 $7.34K - $8.61K
2.43K $221K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-120
- 0.77%
$49.79 - $51.14 $5.97K - $6.14K
15.5K $777K
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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