Sigma Planning Corp Purchases in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCWO
374 Water Inc.

Industrials
86.7K
+ 47.15%
$0.31 - $0.7 $26.9K - $60.7K
271K $92K
LIVE
Live Ventures Inc

Consumer Cyclical
357
+ 1.81%
$6.5 - $9.98 $2.32K - $3.56K
20.1K $153K
PTF
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 15.29%
$56.97 - $77.14 $66.8K - $90.5K
8.85K $521K
WHR
Whirlpool Corp

Consumer Cyclical
201
+ 9.28%
$88.58 - $133.14 $17.8K - $26.8K
2.37K $213K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
121
+ 0.73%
$31.63 - $35.22 $3.83K - $4.26K
16.7K $534K
WSM
Williams Sonoma Inc

Consumer Cyclical
96
+ 4.98%
$158.1 - $217.71 $15.2K - $20.9K
2.02K $319K
DHR
Danaher Corp

Healthcare
1.04K
+ 10.11%
$201.62 - $250.59 $209K - $260K
11.3K $2.31M
ESTC
Elastic N.V.

Technology
5
+ 0.13%
$89.1 - $117.76 $446 - $589
3.93K $350K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
1.08K
+ 5.0%
$48.9 - $56.81 $52.7K - $61.2K
22.6K $1.11M
EXPI
Exp World Holdings, Inc.

Real Estate
125
+ 0.52%
$9.38 - $11.76 $1.17K - $1.47K
24.1K $235K
QTEC
First Trust Nasdaq 100 Technol

ETFs
48
+ 1.43%
$173.56 - $210.67 $8.33K - $10.1K
3.41K $591K
APLE
Apple Hospitality Reit, Inc.

Real Estate
843
+ 3.8%
$12.87 - $15.85 $10.8K - $13.4K
23K $297K
RIOT
Riot Blockchain, Inc.

Technology
1.8K
+ 9.73%
$7.12 - $13.54 $12.8K - $24.4K
20.3K $144K
ADM
Archer Daniels Midland CO

Consumer Defensive
385
+ 1.5%
$45.22 - $52.17 $17.4K - $20.1K
26K $1.25M
TFC
Truist Financial Corp

Financial Services
5
+ 0.02%
$39.48 - $48.15 $197 - $241
20.6K $848K
CRMD
Cor Medix Inc.

Healthcare
2.61K
+ 7.75%
$6.16 - $12.57 $16.1K - $32.8K
36.3K $223K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
384
+ 7.35%
$48.65 - $66.04 $18.7K - $25.4K
5.61K $298K
IIPR
Innovative Industrial Properties Inc

Real Estate
53
+ 1.23%
$54.09 - $74.56 $2.87K - $3.95K
4.38K $236K
IWV
Ishares Russell 3000 ETF

ETFs
51
+ 1.23%
$313.1 - $349.83 $16K - $17.8K
4.19K $1.33M
VV
Vanguard Large Cap ETF

ETFs
41
+ 0.8%
$253.32 - $282.66 $10.4K - $11.6K
5.17K $1.33M
QDPL
Pacer Fds Tr Metaurus Us Large
1.64K
+ 2.65%
$36.5 - $40.04 $59.8K - $65.6K
63.3K $2.31M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
+ 0.24%
$314.47 - $431.35 $629 - $863
828 $303K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
50
+ 0.71%
$119.87 - $145.05 $5.99K - $7.25K
7.08K $886K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
157
+ 15.47%
$283.06 - $421.16 $44.4K - $66.1K
1.17K $331K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7
+ 0.9%
$634.14 - $744.83 $4.44K - $5.21K
789 $500K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.13K
+ 1.1%
$35.54 - $37.44 $40.1K - $42.2K
103K $3.69M
IXN
Ishares Global Information Tec

ETFs
229
+ 2.67%
$75.73 - $88.4 $17.3K - $20.2K
8.82K $667K
CMI
Cummins Inc

Industrials
32
+ 1.58%
$312.92 - $386.07 $10K - $12.4K
2.05K $642K
VONE
Vanguard Russell 1000 ETF

ETFs
21
+ 0.4%
$250.16 - $278.79 $5.25K - $5.85K
5.22K $1.32M
FV
First Trust Dorsey Wright Focu

ETFs
9.24K
+ 6.68%
$53.91 - $63.03 $498K - $582K
148K $8.1M
VTWV
Vanguard Russell 2000 Value Et

ETFs
17
+ 0.26%
$131.51 - $149.24 $2.24K - $2.54K
6.65K $884K
XLY
Select Sector Spdr Consumer Di

ETFs
1.73K
+ 11.14%
$192.6 - $233.2 $333K - $403K
17.2K $3.4M
LOW
Lowes Companies Inc

Consumer Cyclical
680
+ 3.93%
$222.66 - $268.42 $151K - $183K
18K $4.19M
MAIN
Main Street Capital Corp

Financial Services
236
+ 0.53%
$54.71 - $63.1 $12.9K - $14.9K
44.9K $2.54M
BA
Boeing CO

Industrials
100
+ 0.67%
$148.15 - $186.25 $14.8K - $18.6K
15K $2.56M
ROK
Rockwell Automation, Inc

Industrials
91
+ 2.33%
$255.29 - $303.75 $23.2K - $27.6K
3.99K $1.03M
EMR
Emerson Electric CO

Industrials
156
+ 2.07%
$108.64 - $131.17 $16.9K - $20.5K
7.69K $843K
NKE
Nike, Inc.

Consumer Cyclical
1.52K
+ 9.6%
$63.29 - $81.72 $95.9K - $124K
17.3K $1.1M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.46K
+ 9.29%
$68.07 - $78.99 $372K - $431K
64.2K $4.37M
CSX
Csx Corp

Industrials
1.47K
+ 2.98%
$29.11 - $33.67 $42.9K - $49.6K
51K $1.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
145
+ 2.93%
$522.96 - $601.18 $75.8K - $87.2K
5.09K $2.72M
FRPT
Freshpet, Inc.

Consumer Defensive
2.92K
+ 54.37%
$83.17 - $162.59 $243K - $475K
8.3K $690K
PSTG
Pure Storage, Inc.

Technology
263
+ 3.81%
$44.27 - $72.37 $11.6K - $19K
7.16K $316K
VST
Vistra Corp.

Utilities
447
+ 5.6%
$108.49 - $191.89 $48.5K - $85.8K
8.43K $990K
TROW
Price T Rowe Group Inc

Financial Services
2.05K
+ 14.41%
$91.57 - $116.93 $188K - $240K
16.3K $1.5M
DEO
Diageo PLC

Consumer Defensive
284
+ 4.25%
$104.79 - $126.12 $29.8K - $35.8K
6.97K $730K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.54K
+ 2.62%
$9.59 - $11.83 $14.8K - $18.2K
60.3K $578K
FRT
Federal Realty Investment Trust

Real Estate
445
+ 3.62%
$94.7 - $111.82 $42.1K - $49.8K
12.8K $1.25M
DELL
Dell Technologies Inc.

Technology
1.12K
+ 11.42%
$90.34 - $124.66 $101K - $140K
10.9K $997K
Activity Summary
Buys All Purchases 689 New Holdings 131 Increased Positions 558 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 6 Puts 7
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