Sigma Investment Counselors Inc has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.92 Billion distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $353M, Ishares S&P 100 ETF with a value of $349M, Ishares Core S&P Mid Cap ETF with a value of $118M, Vanguard Ftse Developed Market with a value of $90.1M, and Ishares Core S&P Sm Cap ETF with a value of $63.5M.
Examining the 13F form we can see an increase of $87.4M in the current position value, from $1.83B to 1.92B.
Below you can find more details about Sigma Investment Counselors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.92 Billion
ETFs: $1.48 Billion
Technology: $108 Million
Healthcare: $59.6 Million
Industrials: $53 Million
Financial Services: $49.4 Million
Consumer Cyclical: $34.6 Million
Consumer Defensive: $25.7 Million
Communication Services: $20.8 Million
Other: $29.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions