Sigma Planning Corp Purchases in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USFD
Us Foods Holding Corp.

Consumer Defensive
8.02K
New
$63.38 - $72.02 $509K - $578K
8.02K $525K
IXC
Ishares Tr Global Energy ETF

ETFs
1K
+ 0.81%
$38.48 - $42.16 $38.6K - $42.3K
125K $5.24M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
21.3K
New
$19.53 - $25.74 $416K - $548K
21.3K $515K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
8.35K
+ 21.44%
$40.34 - $45.45 $337K - $379K
47.3K $2.09M
VUG
Vanguard Growth ETF

ETFs
2.59K
+ 22.51%
$369.1 - $427.61 $957K - $1.11M
14.1K $5.23M
MASI
Masimo Corp

Healthcare
3K
+ 89.15%
$163.55 - $190.63 $491K - $572K
6.37K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
457
+ 3.13%
$461.52 - $548.18 $211K - $251K
15K $7.88M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12K
+ 31.24%
$48.06 - $53.73 $579K - $647K
50.6K $2.47M
RSG
Republic Services, Inc.

Industrials
1.01K
+ 17.17%
$200.09 - $242.16 $201K - $243K
6.86K $1.66M
VITL
Vital Farms, Inc.

Consumer Defensive
15.7K
New
$29.32 - $45.12 $459K - $707K
15.7K $477K
BMA
Macro Bank Inc.

Financial Services
6.28K
New
$75.51 - $115.85 $474K - $727K
6.28K $473K
SPG
Simon Property Group Inc

Real Estate
3.05K
+ 52.18%
$159.48 - $187.78 $486K - $572K
8.89K $1.48M
IEF
Ishares Barclays

ETFs
4.08K
+ 14.98%
$91.17 - $95.39 $372K - $389K
31.3K $2.98M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.61K
New
$99.16 - $99.52 $457K - $458K
4.61K $458K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.06K
+ 6.44%
$85.29 - $92.57 $261K - $283K
50.6K $4.6M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
17.2K
New
$22.45 - $26.94 $386K - $463K
17.2K $443K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
843
+ 0.47%
$95.85 - $99.25 $80.8K - $83.7K
178K $17.7M
ED
Consolidated Edison Inc

Utilities
1.42K
+ 10.66%
$88.0 - $110.59 $125K - $157K
14.7K $1.63M
VB
Vanguard Small Cap ETF

ETFs
3.78K
+ 17.59%
$217.89 - $252.64 $823K - $954K
25.3K $5.6M
WMT
Walmart Inc.

Consumer Defensive
8.15K
+ 7.51%
$84.5 - $105.05 $689K - $856K
117K $10.2M
JSML
Janus Detroit Str Tr Henderson

ETFs
7K
New
$58.87 - $69.7 $412K - $488K
7K $426K
SCHW
Schwab Charles Corp

Financial Services
4.97K
+ 58.06%
$71.24 - $83.64 $354K - $415K
13.5K $1.06M
BYD
Boyd Gaming Corp

Consumer Cyclical
6.38K
New
$65.83 - $79.52 $420K - $507K
6.38K $420K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.37K
+ 36.5%
$91.45 - $91.75 $400K - $401K
16.4K $1.5M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
6.76K
+ 24.94%
$48.13 - $51.78 $325K - $350K
33.8K $1.72M
SHOP
Shopify Inc.

Technology
6.06K
+ 36.93%
$90.59 - $129.31 $549K - $784K
22.5K $2.15M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.5K
+ 209.26%
$92.71 - $107.38 $417K - $483K
6.65K $616K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
6.22K
New
$60.91 - $71.4 $379K - $444K
6.22K $386K
MMM
3 M CO

Industrials
526
+ 3.02%
$129.7 - $155.12 $68.2K - $81.6K
17.9K $2.63M
ARCC
Ares Capital Corp

Financial Services
15.5K
+ 10.49%
$21.28 - $23.81 $330K - $370K
164K $3.62M
MCHI
Ishares Msci China ETF

ETFs
7K
New
$43.71 - $58.65 $306K - $411K
7K $380K
TW
Tradeweb Markets Inc.

Financial Services
2.53K
New
$123.42 - $148.46 $312K - $376K
2.53K $375K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.51K
+ 5.49%
$42.5 - $46.71 $234K - $257K
106K $4.79M
MWA
Mueller Water Products, Inc.

Industrials
14.2K
New
$21.65 - $28.24 $308K - $401K
14.2K $361K
AWK
American Water Works Company, Inc.

Utilities
1.31K
+ 19.14%
$121.01 - $149.31 $158K - $195K
8.14K $1.2M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
13.1K
New
$26.63 - $26.75 $348K - $350K
13.1K $349K
WFC
Wells Fargo & Company

Financial Services
3.78K
+ 7.65%
$66.78 - $81.42 $252K - $308K
53.2K $3.82M
CAH
Cardinal Health Inc

Healthcare
831
+ 7.02%
$118.02 - $137.77 $98.1K - $114K
12.7K $1.75M
RRC
Range Resources Corp

Energy
8.69K
New
$35.22 - $41.29 $306K - $359K
8.69K $346K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13K
+ 5.45%
$24.5 - $24.95 $318K - $324K
251K $6.22M
BXSL
Blackstone Secured Lending Fund

Financial Services
10.7K
New
$31.3 - $34.5 $334K - $369K
10.7K $345K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.04K
+ 38.68%
$165.25 - $224.62 $668K - $908K
14.5K $2.41M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
6.94K
+ 160.74%
$48.25 - $52.09 $335K - $361K
11.3K $555K
FTA
First Tr Large Cap Value

ETFs
4.37K
+ 25.11%
$74.42 - $80.34 $325K - $351K
21.8K $1.67M
CPNG
Coupang, Inc.

Consumer Cyclical
15.5K
New
$21.34 - $25.52 $330K - $395K
15.5K $339K
FDT
First Trust Developed Markets

ETFs
5.71K
New
$53.51 - $60.98 $305K - $348K
5.71K $332K
MELI
Mercadolibre Inc

Consumer Cyclical
102
+ 19.58%
$1739.0 - $2260.0 $177K - $231K
623 $1.22M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.58K
New
$50.03 - $50.27 $329K - $331K
6.58K $329K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.5K
+ 19.87%
$51.45 - $58.51 $592K - $673K
69.4K $3.59M
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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