Sigma Planning Corp Purchases in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZS
Zscaler, Inc.

Technology
494
+ 42.81%
$181.66 - $216.87 $89.7K - $107K
1.65K $326K
IDEV
Ishares Core Msci Intl Develop

ETFs
367
+ 1.75%
$63.77 - $71.36 $23.4K - $26.2K
21.3K $1.47M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.3K
+ 17.13%
$80.21 - $86.14 $104K - $112K
8.89K $733K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.3K
+ 12.26%
$20.05 - $20.4 $106K - $108K
48.5K $987K
SLB
Schlumberger Limited

Energy
1.9K
+ 17.96%
$38.4 - $43.74 $73K - $83.2K
12.5K $522K
LNG
Cheniere Energy, Inc.

Energy
256
+ 7.42%
$209.32 - $253.66 $53.6K - $64.9K
3.71K $857K
AINV
Apollo Investment Corp

Financial Services
10.4K
+ 17.25%
N/A
70.9K $787K
NEAR
Blackrock Short Maturity Bond

ETFs
1.77K
+ 2.76%
$50.4 - $50.89 $89.2K - $90.1K
65.9K $3.35M
EFA
Ishares Tr Msci Eafe ETF

ETFs
822
+ 10.65%
$74.85 - $84.89 $61.5K - $69.8K
8.54K $697K
JFR
Nuveen Floating Rate Income Fund

Financial Services
17.5K
+ 22.58%
$8.41 - $9.05 $147K - $158K
94.8K $802K
ORCL
Oracle Corp

Technology
6.51K
+ 21.82%
$139.81 - $186.47 $910K - $1.21M
36.3K $5.08M
SPGI
S&P Global Inc.

Financial Services
188
+ 13.17%
$478.26 - $543.77 $89.9K - $102K
1.62K $821K
LAND
Gladstone Land Corp

Real Estate
10.5K
New
$10.4 - $11.84 $109K - $124K
10.5K $110K
CGGO
Capital Group Global Growth Eq

ETFs
4.11K
+ 51.28%
$28.33 - $30.84 $117K - $127K
12.1K $343K
MU
Micron Technology Inc

Technology
591
+ 3.0%
$86.89 - $109.38 $51.4K - $64.6K
20.3K $1.76M
AZO
Autozone Inc

Consumer Cyclical
17
+ 25.76%
$3193.96 - $3828.11 $54.3K - $65.1K
83 $316K
XLI
Industrial Sector Spdr

ETFs
936
+ 3.15%
$128.78 - $141.67 $121K - $133K
30.6K $4.01M
UPS
United Parcel Service Inc

Industrials
2.95K
+ 21.29%
$109.66 - $136.26 $324K - $403K
16.8K $1.85M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.5K
+ 8.48%
$78.0 - $84.37 $117K - $126K
19.1K $1.53M
TWI
Titan International Inc

Industrials
12.1K
New
$6.59 - $9.22 $79.5K - $111K
12.1K $101K
MGV
Vanguard Mega Cap Value

ETFs
311
+ 2.03%
$123.61 - $133.01 $38.4K - $41.4K
15.7K $2.02M
XCEM
Columbia ETF Tr Ii

ETFs
3.41K
+ 16.84%
$29.18 - $30.72 $99.5K - $105K
23.7K $699K
IYE
Ishares Tr

ETFs
1.55K
+ 26.08%
$45.23 - $49.95 $70.2K - $77.5K
7.5K $369K
FTC
First Tr Lge Cap Growth

ETFs
933
+ 21.98%
$127.87 - $148.89 $119K - $139K
5.18K $680K
CL
Colgate Palmolive CO

Consumer Defensive
839
+ 14.09%
$85.68 - $97.5 $71.9K - $81.8K
6.8K $636K
GOLD
Barrick Gold Corp

Basic Materials
2.57K
+ 22.21%
$15.45 - $19.56 $39.7K - $50.2K
14.1K $274K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
679
+ 49.1%
$166.63 - $185.86 $113K - $126K
2.06K $343K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.21K
+ 16.04%
$59.97 - $70.03 $133K - $155K
16K $1M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
2.41K
+ 6.72%
$30.59 - $33.02 $73.8K - $79.6K
38.3K $1.22M
VFH
Vanguard Financial ETF

ETFs
700
+ 11.94%
$114.07 - $127.34 $79.8K - $89.1K
6.56K $784K
BBDC
Barings Bdc, Inc.

Financial Services
9.7K
+ 54.29%
$9.36 - $10.78 $90.8K - $105K
27.6K $262K
OMFL
Invesco Exchange Traded Self I

ETFs
1.88K
+ 21.2%
$52.19 - $57.45 $98.2K - $108K
10.8K $573K
URI
United Rentals, Inc.

Industrials
383
+ 19.87%
$594.17 - $789.56 $228K - $302K
2.31K $1.45M
FDD
First Trust Stoxx European Sel

ETFs
4.38K
+ 34.79%
$11.08 - $13.94 $48.5K - $61K
17K $230K
GIS
General Mills Inc

Consumer Defensive
3.17K
+ 12.45%
$57.56 - $65.3 $183K - $207K
28.6K $1.71M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
4.31K
+ 19.77%
$23.53 - $25.24 $101K - $109K
26.1K $621K
VAW
Vanguard Materials ETF

ETFs
354
+ 1.92%
$185.71 - $202.46 $65.7K - $71.7K
18.8K $3.56M
AM
Antero Midstream Corp

Energy
326
+ 1.19%
$15.47 - $18.04 $5.04K - $5.88K
27.6K $497K
EFC
Ellington Financial Inc.

Real Estate
1.51K
+ 2.76%
$12.08 - $14.35 $18.2K - $21.7K
56.3K $745K
TGRW
T Rowe Price Exchange Traded F

Technology
3.42K
+ 32.9%
$35.73 - $41.58 $122K - $142K
13.8K $493K
VOOV
Vanguard S&P 500 Value ETF

ETFs
436
+ 25.63%
$179.71 - $192.06 $78.4K - $83.7K
2.14K $393K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
5.27K
+ 11.23%
$14.22 - $14.83 $74.9K - $78.1K
52.2K $754K
SNOW
Snowflake Inc.

Technology
655
+ 32.88%
$146.16 - $192.78 $95.7K - $126K
2.65K $386K
VOT
Vanguard Mid Cap Growth Index

ETFs
505
+ 9.72%
$237.72 - $276.98 $120K - $140K
5.7K $1.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.73K
+ 10.74%
$49.25 - $50.66 $85.3K - $87.7K
17.9K $885K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
793
+ 4.55%
$196.12 - $229.48 $156K - $182K
18.2K $3.68M
OEF
Ishares S&P 100 ETF

ETFs
284
+ 4.45%
N/A
6.67K $1.77M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
3.55K
+ 13.5%
$23.15 - $23.78 $82.1K - $84.4K
29.8K $692K
CGUS
Capital Group Core Equity ETF
3.02K
+ 19.29%
$33.08 - $36.62 $99.9K - $111K
18.7K $623K
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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