Sigma Investment Counselors Inc Portfolio Holdings
Sigma Investment Counselors Inc
- $1.61 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 187
- Current Value $1.61 Billion
- Prior Value $1.69 Billion
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 2 stocks
- Additional Purchases 34 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks