Sigma Planning Corp Purchases in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CLBT
Cellebrite Di Ltd.

Technology
12K
New
$16.78 - $26.0 $201K - $312K
12K $233K
ITA
Ishares Tr

ETFs
726
+ 4.69%
$144.84 - $159.5 $105K - $116K
16.2K $2.48M
FVAL
Fidelity Covington Tr Value Fa

ETFs
4.45K
+ 22.82%
$58.79 - $65.0 $262K - $289K
23.9K $1.43M
DX
Dynex Capital Inc

Real Estate
17.6K
New
$12.18 - $14.42 $214K - $254K
17.6K $228K
WEC
Wec Energy Group, Inc.

Utilities
501
+ 4.34%
$92.12 - $108.98 $46.2K - $54.6K
12.1K $1.31M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.8K
+ 27.58%
$20.7 - $21.15 $243K - $249K
54.4K $1.13M
IWS
Ishares Russell Midcap Value E

ETFs
2.32K
+ 12.09%
$122.59 - $135.24 $284K - $313K
21.5K $2.71M
OGE
Oge Energy Corp.

Utilities
4.93K
New
$39.76 - $46.32 $196K - $228K
4.93K $226K
BP
Bp PLC

Energy
2.42K
+ 7.15%
$29.93 - $35.31 $72.3K - $85.3K
36.2K $1.22M
CSCO
Cisco Systems, Inc.

Technology
2.12K
+ 5.59%
$58.74 - $64.87 $124K - $137K
40K $2.47M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.3K
+ 11.38%
$28.55 - $29.09 $208K - $212K
71.4K $2.06M
FTQI
First Trust ETF Vi First Trust

ETFs
11.8K
New
$18.72 - $21.32 $222K - $252K
11.8K $223K
F
Ford Motor CO

Consumer Cyclical
17.5K
+ 4.76%
$9.12 - $10.43 $160K - $183K
386K $3.87M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11K
+ 23.36%
$19.43 - $19.62 $214K - $216K
58.1K $1.14M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.18K
+ 21.62%
$110.9 - $132.93 $353K - $423K
17.9K $2.04M
WMB
Williams Companies, Inc.

Energy
645
+ 2.03%
$54.02 - $61.09 $34.8K - $39.4K
32.4K $1.93M
JD
Jd.Com, Inc.

Consumer Cyclical
5.28K
New
$33.1 - $45.21 $175K - $239K
5.28K $217K
KR
Kroger CO

Consumer Defensive
731
+ 2.85%
$58.36 - $67.72 $42.7K - $49.5K
26.4K $1.78M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.34K
+ 27.2%
$22.11 - $22.43 $206K - $209K
43.7K $978K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
10.8K
New
$19.7 - $20.61 $212K - $222K
10.8K $216K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.03K
+ 9.31%
$50.44 - $50.7 $203K - $204K
47.3K $2.4M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
6.89K
New
$26.05 - $30.88 $179K - $213K
6.89K $212K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
6.99K
New
$29.02 - $34.76 $203K - $243K
6.99K $212K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
9.87K
New
$19.66 - $21.64 $194K - $214K
9.87K $211K
IFN
India Fund Inc

Financial Services
13.4K
New
$14.32 - $16.19 $192K - $217K
13.4K $211K
NEM
Newmont Corp

Basic Materials
4.38K
New
$37.79 - $48.39 $166K - $212K
4.38K $211K
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.46K
New
$46.82 - $47.8 $209K - $213K
4.46K $209K
MSI
Motorola Solutions, Inc.

Technology
479
New
$411.73 - $482.1 $197K - $231K
479 $209K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.4K
New
$45.92 - $47.58 $202K - $209K
4.4K $208K
SIVR
Abrdn Silver ETF Trust

ETFs
6.41K
New
$28.07 - $32.82 $180K - $210K
6.41K $208K
X
United States Steel Corp

Basic Materials
93
+ 0.38%
$30.47 - $43.0 $2.83K - $4K
24.7K $1.05M
ELV
Elevance Health, Inc.

Healthcare
174
+ 8.61%
$365.9 - $436.25 $63.7K - $75.9K
2.19K $954K
AUR
Aurora Innovation, Inc.

Technology
30K
+ 257.8%
$6.1 - $10.19 $183K - $306K
41.6K $280K
IYF
Ishares Tr

ETFs
1.66K
+ 19.26%
$107.69 - $119.37 $178K - $198K
10.2K $1.16M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.76K
New
$23.16 - $27.04 $203K - $237K
8.76K $205K
LKQ
Lkq Corp

Consumer Cyclical
4.82K
New
$36.24 - $44.05 $175K - $212K
4.82K $205K
FDVV
Fidelity High Dividend ETF

ETFs
4.29K
+ 18.55%
$48.86 - $52.28 $210K - $224K
27.4K $1.36M
FCOM
Fidelity Covington Tr Msci Com

ETFs
4.27K
+ 28.64%
$55.97 - $64.13 $239K - $274K
19.2K $1.08M
SCCO
Southern Copper Corp

Basic Materials
2.19K
New
$85.92 - $101.48 $188K - $222K
2.19K $204K
PAYX
Paychex Inc

Industrials
83
+ 0.61%
$136.06 - $154.52 $11.3K - $12.8K
13.7K $2.11M
IGE
Ishares Tr North Amern Nat Res

ETFs
4.47K
New
$42.6 - $46.27 $190K - $207K
4.47K $203K
PMAR
Innovator U.S. Equity Power Bu

ETFs
5.09K
+ 69.59%
$39.51 - $41.0 $201K - $209K
12.4K $495K
LTC
Ltc Properties Inc

Real Estate
5.7K
New
$33.46 - $36.14 $191K - $206K
5.7K $201K
PLD
Prologis, Inc.

Real Estate
1.27K
+ 14.23%
$103.59 - $124.04 $132K - $158K
10.2K $1.14M
LQDA
Liquidia Corp

Healthcare
65
+ 0.1%
$11.36 - $16.5 $738 - $1.07K
65.3K $962K
IQLT
Ishares Msci Intl Quality Fact

ETFs
602
+ 0.92%
$36.91 - $41.03 $22.2K - $24.7K
66.3K $2.63M
AFL
Aflac Inc

Financial Services
728
+ 5.05%
$100.99 - $111.19 $73.5K - $80.9K
15.1K $1.68M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
3.6K
+ 18.14%
$49.6 - $50.28 $178K - $181K
23.4K $1.18M
IEMG
Ishares Inc

ETFs
3.47K
+ 3.11%
N/A
115K $6.16M
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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