Sigma Planning Corp Purchases in Q3 2024

Sigma Planning Corp

  • $3.22 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGLB
Ishares 10+ Year Investment Gr

ETFs
360K
New
$49.38 - $54.19 $17.8M - $19.5M
360K $19.3M
IVV
Ishares Core S&P 500 ETF

ETFs
4.01K
+ 1.22%
$520.18 - $576.82 $2.09M - $2.31M
334K $193M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.84K
+ 14.41%
$405.19 - $478.57 $3.18M - $3.75M
62.3K $28.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.5K
+ 25.08%
$92.63 - $105.69 $3.93M - $4.49M
212K $22.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.08K
+ 4.36%
$475.2 - $527.7 $1.94M - $2.15M
97.6K $51.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13K
+ 6.97%
$105.53 - $118.34 $1.37M - $1.53M
199K $23.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
104K
+ 33.02%
$28.1 - $29.89 $2.92M - $3.11M
419K $12.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
32.5K
+ 26.91%
$74.26 - $78.84 $2.42M - $2.57M
153K $12M
PVAL
Putnam ETF Tr Putnam Focused L
73K
New
$35.03 - $37.94 $2.56M - $2.77M
73K $2.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.8K
+ 11.92%
$96.25 - $101.98 $1.91M - $2.02M
186K $18.9M
PH
Parker Hannifin Corp

Industrials
3.69K
+ 384.97%
$501.01 - $635.92 $1.85M - $2.35M
4.65K $2.94M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.36K
+ 1.49%
$77.02 - $85.06 $336K - $371K
297K $25.1M
BNDX
Vanguard Total International B

ETFs
42K
+ 30.69%
$48.42 - $50.35 $2.03M - $2.11M
179K $8.99M
XLI
Industrial Sector Spdr

ETFs
13K
+ 40.98%
$120.56 - $135.44 $1.57M - $1.77M
44.9K $6.08M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
45K
New
$44.46 - $48.11 $2M - $2.17M
45K $2.17M
IVE
Ishares S&P 500 Value ETF

ETFs
1.93K
+ 1.74%
$181.06 - $197.17 $349K - $380K
113K $22.2M
NOW
Service Now, Inc.

Technology
1.97K
+ 72.02%
$730.87 - $937.36 $1.44M - $1.85M
4.7K $4.21M
ABT
Abbott Laboratories

Healthcare
12.5K
+ 20.69%
$100.07 - $118.13 $1.25M - $1.48M
72.8K $8.3M
TDVG
T Rowe Price Exchange Traded F

Technology
47.9K
New
$37.87 - $40.96 $1.81M - $1.96M
47.9K $1.96M
SPOT
Spotify Technology S.A.

Communication Services
5.22K
New
$290.16 - $384.01 $1.51M - $2M
5.22K $1.92M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
14K
+ 352.7%
$110.06 - $128.44 $1.54M - $1.79M
17.9K $2.28M
SPIB
Spdr Portfolio Intermediate Te

ETFs
49.6K
+ 38.42%
$32.36 - $33.78 $1.6M - $1.68M
179K $6.02M
LGOV
First Tr ETF Iv Long Duration

ETFs
72.1K
+ 53.17%
$20.77 - $22.83 $1.5M - $1.65M
208K $4.65M
NEE
Nextera Energy Inc

Utilities
1.33K
+ 1.12%
$69.9 - $84.97 $92.9K - $113K
120K $10.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.54K
+ 2.05%
$32.65 - $36.69 $279K - $313K
425K $15.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.61K
+ 1.89%
$162.83 - $179.16 $262K - $289K
86.9K $15.6M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
18.9K
New
$74.85 - $82.2 $1.42M - $1.56M
18.9K $1.54M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.13K
+ 1.97%
$83.76 - $91.82 $262K - $287K
162K $14.8M
MCD
Mcdonalds Corp

Consumer Cyclical
1.3K
+ 6.15%
$245.82 - $304.51 $319K - $396K
22.4K $6.83M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
17.5K
+ 102.89%
$69.16 - $76.64 $1.21M - $1.34M
34.6K $2.6M
ONON
On Holding Ag

Consumer Cyclical
27.9K
New
$36.63 - $51.57 $1.02M - $1.44M
27.9K $1.4M
BALT
Innovator Etfs Tr
41.1K
+ 38.95%
$29.76 - $30.83 $1.22M - $1.27M
147K $4.52M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14K
+ 12.66%
$76.94 - $79.54 $1.08M - $1.11M
125K $9.9M
IAU
Ishares Gold Trust

ETFs
11.9K
+ 9.2%
$44.06 - $50.5 $522K - $599K
141K $6.99M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22.7K
+ 16.17%
$44.65 - $47.21 $1.01M - $1.07M
163K $7.61M
HDV
Ishares Core High Dividend ETF

ETFs
6.57K
+ 12.68%
$107.62 - $118.76 $707K - $780K
58.4K $6.87M
UNH
Unitedhealth Group Inc

Healthcare
144
+ 0.96%
$488.01 - $604.18 $70.3K - $87K
15.1K $8.81M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.8K
+ 3.33%
$87.56 - $95.49 $333K - $363K
118K $11.3M
LMT
Lockheed Martin Corp

Industrials
50
+ 0.5%
$460.3 - $584.56 $23K - $29.2K
10K $5.85M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.59K
+ 4.11%
$61.11 - $67.85 $464K - $515K
192K $13M
VRT
Vertiv Holdings CO

Industrials
13.1K
+ 237.57%
$86.66 - $86.66 $1.14M - $1.14M
18.7K $1.62M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.87K
+ 7.07%
$50.02 - $54.5 $494K - $538K
150K $8.15M
ORCL
Oracle Corp

Technology
1.02K
+ 3.25%
$125.9 - $170.35 $128K - $173K
32.4K $5.51M
JNJ
Johnson & Johnson

Healthcare
486
+ 0.79%
$145.48 - $167.38 $70.7K - $81.3K
62.2K $10.1M
AVGO
Broadcom Inc.

Technology
54.4K
+ 929.72%
$136.27 - $1745.86 $7.41M - $95M
60.3K $10.4M
COST
Costco Wholesale Corp

Consumer Defensive
424
+ 2.52%
$801.83 - $917.05 $340K - $389K
17.2K $15.3M
VTV
Vanguard Value ETF

ETFs
105
+ 0.15%
$159.75 - $174.57 $16.8K - $18.3K
68.1K $11.9M
BMY
Bristol Myers Squibb CO

Healthcare
9.75K
+ 20.93%
$39.66 - $51.75 $387K - $504K
56.3K $2.91M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20.7K
+ 270.87%
$41.02 - $46.01 $849K - $952K
28.3K $1.29M
Activity Summary
Buys All Purchases 592 New Holdings 103 Increased Positions 489 Sells All Sells 580 Reductions 580 Sold out 0 Options Calls 0 Puts 5
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email