Sigma Investment Counselors Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.61 Billion distributed in 187 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 $360M, Ishares Core S&P Mid Cap ETF with a value of $116M, Vanguard Ftse Developed Market with a value of $93.8M, Ishares Core S&P Sm Cap ETF with a value of $59.9M, and Ishares Barclays 0 5 Year Tips with a value of $39.4M.
Examining the 13F form we can see an decrease of $81.3M in the current position value, from $1.69B to 1.61B.
Below you can find more details about Sigma Investment Counselors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.61 Billion
ETFs: $1.17 Billion
Technology: $85.8 Million
Financial Services: $70.2 Million
Healthcare: $56 Million
Industrials: $50.4 Million
Consumer Cyclical: $34.9 Million
Consumer Defensive: $24.7 Million
Communication Services: $19.9 Million
Other: $29.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
