Sigma Planning Corp Purchases in Q4 2024

Sigma Planning Corp

  • $3.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
38
+ 0.29%
$370.24 - $418.94 $14.1K - $15.9K
13K $5.23M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
18.1K
+ 71.84%
$20.08 - $20.61 $363K - $373K
43.2K $870K
RBLX
Roblox Corp

Communication Services
4.34K
+ 63.66%
$39.86 - $61.45 $173K - $267K
11.2K $646K
VPU
Vanguard Utilities ETF

ETFs
2.75K
+ 27.87%
$160.52 - $179.11 $442K - $493K
12.6K $2.06M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
14.7K
+ 127.66%
$23.22 - $23.84 $342K - $351K
26.3K $616K
AIQ
Global X Funds Global X Artifi

ETFs
8.81K
New
$36.57 - $40.57 $322K - $358K
8.81K $340K
DOCU
Docusign, Inc.

Technology
2.28K
+ 48.37%
$61.42 - $106.99 $140K - $243K
6.98K $627K
NEAR
Blackrock Short Maturity Bond

ETFs
7.43K
+ 13.11%
$50.28 - $51.08 $374K - $380K
64.1K $3.24M
SOFI
So Fi Technologies, Inc.

Financial Services
473
+ 1.1%
$7.63 - $16.88 $3.61K - $7.98K
43.4K $668K
FSIG
First Tr ETF Iv LTD Duration I
19.2K
+ 15.1%
$18.8 - $19.23 $362K - $370K
147K $2.77M
X
United States Steel Corp

Basic Materials
9.98K
+ 68.07%
$30.14 - $42.31 $301K - $422K
24.6K $837K
FVD
First Tr Value Line Divid Inde

ETFs
11.5K
+ 11.69%
$43.4 - $46.7 $498K - $535K
110K $4.78M
ONB
Old National Bancorp

Financial Services
14.5K
New
$17.94 - $23.23 $261K - $337K
14.5K $315K
SWK
Stanley Black & Decker, Inc.

Industrials
7.11K
+ 83.02%
$79.07 - $109.36 $562K - $777K
15.7K $1.26M
ESS
Essex Property Trust, Inc.

Real Estate
1.15K
+ 40.27%
N/A
3.99K $1.09M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.38K
+ 8.88%
$129.96 - $144.97 $180K - $200K
17K $2.36M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.86K
New
$159.11 - $178.39 $296K - $332K
1.86K $305K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
5.9K
New
$50.81 - $51.59 $300K - $304K
5.9K $301K
BROS
Dutch Bros Inc.

Consumer Cyclical
5.66K
New
$30.72 - $55.82 $174K - $316K
5.66K $296K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.45K
New
$152.04 - $211.12 $220K - $305K
1.45K $293K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.04K
+ 36.43%
$216.72 - $244.71 $225K - $254K
3.9K $916K
DLR
Digital Realty Trust, Inc.

Real Estate
244
+ 1.6%
$156.46 - $195.69 $38.2K - $47.7K
15.5K $2.75M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.04K
+ 7.27%
$30.04 - $32.01 $181K - $193K
89.1K $2.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.79K
New
$57.78 - $60.4 $277K - $289K
4.79K $277K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.2K
+ 32.65%
$63.19 - $73.31 $202K - $235K
13K $892K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
10.8K
New
$24.45 - $24.62 $265K - $266K
10.8K $265K
PAYX
Paychex Inc

Industrials
1.33K
+ 10.81%
$135.86 - $148.73 $180K - $197K
13.6K $1.91M
SCHX
Schwab Strategic Tr Us Large C

ETFs
382K
+ 198.38%
$22.4 - $68.28 $8.55M - $26M
574K $13.3M
COP
Conocophillips

Energy
3.56K
+ 21.74%
$95.12 - $114.72 $338K - $408K
19.9K $1.98M
VB
Vanguard Small Cap ETF

ETFs
773
+ 3.73%
$233.76 - $261.58 $181K - $202K
21.5K $5.16M
SOXX
Ishares Semiconductor ETF

ETFs
2.61K
+ 12.5%
$211.27 - $239.8 $551K - $626K
23.5K $5.06M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.87K
+ 1.44%
N/A
201K $17.3M
ARCC
Ares Capital Corp

Financial Services
5.03K
+ 3.52%
$20.74 - $22.27 $104K - $112K
148K $3.24M
TRUP
Trupanion, Inc.

Financial Services
4K
+ 49.96%
$41.09 - $56.01 $164K - $224K
12K $578K
ARKW
Ark Next Generation Internet E

ETFs
2.23K
New
$82.66 - $120.04 $184K - $268K
2.23K $240K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
10.2K
New
$23.48 - $23.73 $240K - $242K
10.2K $240K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.31K
+ 3.81%
$174.22 - $187.62 $576K - $620K
90.2K $15.8M
FTA
First Tr Large Cap Value

ETFs
3.6K
+ 26.06%
$75.21 - $83.49 $271K - $300K
17.4K $1.33M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.89K
+ 79.44%
$123.69 - $133.68 $234K - $253K
4.28K $534K
GWW
W.W. Grainger, Inc.

Industrials
221
New
$1023.06 - $1220.93 $226K - $270K
221 $232K
LNG
Cheniere Energy, Inc.

Energy
593
+ 20.76%
$181.07 - $225.92 $107K - $134K
3.45K $741K
UWM
Proshares Ultra Russell 2000

ETFs
5.38K
New
$41.07 - $50.82 $221K - $274K
5.38K $225K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
5.93K
New
$36.57 - $41.01 $217K - $243K
5.93K $223K
RUM
Rumble Inc.

Technology
3.99K
+ 17.83%
$5.18 - $16.27 $20.6K - $64.8K
26.3K $342K
CYBR
Cyber Ark Software Ltd.

Technology
665
New
$274.1 - $333.15 $182K - $222K
665 $221K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
5.15K
New
$42.71 - $48.29 $220K - $249K
5.15K $221K
FRT
Federal Realty Investment Trust

Real Estate
2.23K
+ 22.06%
$109.55 - $117.53 $244K - $262K
12.3K $1.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.44K
+ 11.32%
$77.25 - $91.3 $111K - $132K
14.2K $1.21M
BR
Broadridge Financial Solutions, Inc.

Technology
957
New
$209.64 - $236.44 $201K - $226K
957 $216K
Activity Summary
Buys All Purchases 570 New Holdings 70 Increased Positions 500 Sells All Sells 557 Reductions 557 Sold out 0 Options Calls 1 Puts 2
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