Sigma Planning Corp Portfolio Holdings
Sigma Planning Corp
- $3.11 Billion
- Q1 2024
Sigma Planning Corp has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.11 Billion distributed in 1222 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 $178M, Apple Inc. with a value of $134M, Invesco Qqq Trust, Series 1 with a value of $74.6M, Microsoft Corp with a value of $73.9M, and Amazon Com Inc with a value of $65.7M.
Examining the 13F form we can see an increase of $1.85B in the current position value, from $1.26B to 3.11B.
Sigma Planning Corp is based out at Ann Arbor, MI
Below you can find more details about Sigma Planning Corp portfolio as well as his latest detailed transactions.
Portfolio value
$3.11 Billion
ETFs: $1.83 Billion
Technology: $406 Million
Financial Services: $142 Million
Consumer Cyclical: $140 Million
Healthcare: $134 Million
Industrials: $109 Million
Communication Services: $89.6 Million
Consumer Defensive: $88.3 Million
Other: $150 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,222
- Current Value $3.11 Billion
- Prior Value $1.26 Billion
- Filing
- Period Q1 2024
- Filing Date May 01, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 409 stocks
- Additional Purchases 761 stocks
- Sold out of 0 stocks
- Reduced holdings in 42 stocks