Sigma Planning Corp Purchases in Q3 2025

Sigma Planning Corp

  • $3.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDMO
Fidelity Covington Tr Momentum

ETFs
3.64K
New
$75.0 - $83.29 $273K - $303K
3.64K $302K
URA
Global X Uranium ETF

ETFs
5.33K
+ 98.72%
$36.45 - $50.4 $194K - $269K
10.7K $511K
IWS
Ishares Russell Midcap Value E

ETFs
1.02K
+ 4.76%
$132.83 - $140.61 $135K - $143K
22.4K $3.12M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.38K
+ 8.05%
$109.11 - $111.88 $259K - $266K
31.9K $3.55M
STX
Seagate Technology Holdings PLC

Technology
42
+ 1.37%
$142.01 - $236.06 $5.96K - $9.91K
3.11K $733K
IWV
Ishares Russell 3000 ETF

ETFs
394
+ 7.93%
$351.04 - $379.81 $138K - $150K
5.37K $2.03M
EQIX
Equinix Inc

Real Estate
364
New
$756.7 - $811.13 $275K - $295K
364 $285K
EURN
Euronav Nv

Energy
18.3K
New
N/A
18.3K $285K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.36K
+ 2.03%
$53.81 - $57.52 $72.9K - $77.9K
68K $3.91M
VDE
Vanguard Energy ETF

ETFs
1.6K
+ 13.62%
$118.37 - $129.65 $189K - $207K
13.3K $1.68M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.33K
+ 7.37%
$78.11 - $79.07 $260K - $264K
48.6K $3.84M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
829
+ 6.78%
$138.08 - $151.2 $114K - $125K
13.1K $1.97M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.03K
+ 8.97%
$42.75 - $43.37 $258K - $262K
73.2K $3.17M
ETN
Eaton Corp PLC

Industrials
118
+ 0.9%
$342.99 - $392.76 $40.5K - $46.3K
13.3K $4.96M
ES
Eversource Energy

Utilities
3.79K
New
$62.86 - $71.14 $238K - $270K
3.79K $269K
FMAG
Fidelity Covington Tr

ETFs
6.78K
+ 21.35%
$33.94 - $35.45 $230K - $240K
38.5K $1.35M
EEM
Ishares Msci Emerging Markets

ETFs
3.15K
+ 16.72%
$48.07 - $53.4 $151K - $168K
22K $1.17M
CGUS
Capital Group Core Equity ETF
5.09K
+ 21.52%
$36.89 - $39.72 $188K - $202K
28.8K $1.14M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.21K
New
$33.78 - $36.74 $244K - $265K
7.21K $262K
QURE
Uni Qure N.V.

Healthcare
4.5K
New
$13.28 - $59.4 $59.8K - $267K
4.5K $262K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.08K
New
$81.76 - $86.36 $251K - $266K
3.08K $260K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.82K
New
$133.48 - $144.38 $242K - $262K
1.82K $258K
IDEV
Ishares Core Msci Intl Develop

ETFs
2K
+ 8.36%
$74.68 - $80.26 $149K - $160K
25.8K $2.07M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.36K
New
$36.93 - $40.55 $235K - $258K
6.36K $255K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.72K
New
$56.32 - $68.81 $209K - $256K
3.72K $255K
ITB
Ishares Tr

ETFs
2.38K
New
$94.18 - $117.14 $224K - $278K
2.38K $254K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
10.8K
New
$23.09 - $23.43 $249K - $253K
10.8K $252K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
3.4K
New
$48.39 - $77.69 $165K - $264K
3.4K $249K
DHI
Horton D R Inc

Consumer Cyclical
1.44K
New
$129.82 - $184.04 $187K - $265K
1.44K $244K
ALL
Allstate Corp

Financial Services
880
+ 21.85%
$192.0 - $214.65 $169K - $189K
4.91K $1.05M
VONE
Vanguard Russell 1000 ETF

ETFs
86
+ 0.86%
$280.68 - $303.97 $24.1K - $26.1K
10.1K $3.05M
BNGE
First Tr Exch Traded Fd Vi S N

ETFs
6K
New
$36.03 - $40.82 $216K - $245K
6K $241K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.47K
+ 6.75%
$72.65 - $78.68 $107K - $116K
23.2K $1.82M
POR
Portland General Electric CO

Utilities
5.45K
New
$39.73 - $44.0 $217K - $240K
5.45K $239K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.12K
+ 6.82%
$412.46 - $514.1 $462K - $576K
17.6K $8.61M
CWS
Advisorshares Tr Advisorshares

ETFs
3.5K
New
$67.59 - $70.83 $236K - $248K
3.5K $238K
CLX
Clorox CO

Consumer Defensive
1.66K
+ 16.64%
$117.67 - $131.43 $196K - $219K
11.7K $1.44M
TER
Teradyne, Inc

Technology
257
+ 6.13%
$90.15 - $137.64 $23.2K - $35.4K
4.45K $612K
FAAR
First Trust Vii Alternative Ab

ETFs
7.64K
New
$27.66 - $30.9 $211K - $236K
7.64K $232K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
745
+ 3.83%
$128.6 - $136.01 $95.8K - $101K
20.2K $2.73M
LDOS
Leidos Holdings, Inc.

Technology
950
+ 59.9%
$159.2 - $188.96 $151K - $180K
2.54K $479K
DRD
Drdgold LTD

Basic Materials
8.24K
New
$13.32 - $28.41 $110K - $234K
8.24K $227K
LEN
Lennar Corp

Consumer Cyclical
1.81K
New
$107.73 - $142.4 $194K - $257K
1.81K $227K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.56K
New
$134.94 - $145.86 $211K - $228K
1.56K $227K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.57K
New
$83.04 - $87.88 $214K - $226K
2.57K $226K
DFAT
Dimensional ETF Tr U S Target

ETFs
722
+ 1.67%
$53.36 - $59.69 $38.5K - $43.1K
44K $2.56M
FUTU
Futu Holdings LTD

Financial Services
1.3K
New
$120.32 - $194.74 $156K - $253K
1.3K $226K
BIDU
Baidu, Inc.

Communication Services
1.71K
New
$85.86 - $137.83 $147K - $236K
1.71K $225K
UEC
Uranium Energy Corp

Energy
11.8K
+ 116.88%
$5.92 - $13.89 $69.9K - $164K
21.9K $292K
Activity Summary
Buys All Purchases 650 New Holdings 143 Increased Positions 507 Sells All Sells 605 Reductions 605 Sold out 0 Options Calls 5 Puts 3
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