Sigma Planning Corp Purchases in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.02K
+ 6.51%
$22.77 - $22.94 $68.7K - $69.2K
49.3K $1.13M
CASH
Meta Financial Group Inc

Financial Services
1.09K
+ 12.13%
$69.94 - $81.54 $76.5K - $89.2K
10.1K $737K
FTHI
First Trust Exchange Traded Fd

ETFs
4.11K
+ 34.58%
$21.62 - $23.74 $88.8K - $97.5K
16K $349K
C
Citigroup Inc

Financial Services
885
+ 5.69%
$67.23 - $84.63 $59.5K - $74.9K
16.4K $1.17M
SUB
Ishares Short Term National Mu

ETFs
645
+ 2.08%
$105.3 - $106.24 $67.9K - $68.5K
31.7K $3.34M
MPC
Marathon Petroleum Corp

Energy
2
+ 0.02%
$134.72 - $159.03 $269 - $318
11.5K $1.67M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3K
+ 7.8%
N/A
41.5K $984K
BGS
B&G Foods, Inc.

Consumer Defensive
10.1K
New
$5.62 - $7.87 $56.5K - $79.1K
10.1K $69K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
17.2K
New
$3.92 - $4.13 $67.5K - $71.1K
17.2K $68K
ALL
Allstate Corp

Financial Services
45
+ 1.09%
$180.99 - $210.18 $8.14K - $9.46K
4.18K $864K
UNP
Union Pacific Corp

Industrials
92
+ 1.71%
$225.21 - $254.42 $20.7K - $23.4K
5.47K $1.29M
KLAC
Kla Corp

Technology
40
+ 5.18%
$636.62 - $777.63 $25.5K - $31.1K
812 $551K
PWR
Quanta Services, Inc.

Industrials
464
+ 52.61%
$236.71 - $358.03 $110K - $166K
1.35K $342K
AZN
Astrazeneca PLC

Healthcare
417
+ 10.14%
$65.37 - $77.96 $27.3K - $32.5K
4.53K $332K
TTE
Total Energies Se

Energy
877
+ 15.84%
N/A
6.41K $439K
IDV
Ishares Tr

ETFs
105
+ 0.68%
$27.0 - $31.7 $2.84K - $3.33K
15.5K $480K
PEP
Pepsico Inc

Consumer Defensive
835
+ 2.67%
$142.64 - $156.42 $119K - $131K
32.1K $4.81M
OLED
Universal Display Corp Pa

Technology
878
+ 9.38%
$139.48 - $161.59 $122K - $142K
10.2K $1.43M
MKC
Mccormick & CO Inc

Consumer Defensive
309
+ 5.56%
$71.24 - $84.73 $22K - $26.2K
5.87K $483K
LNT
Alliant Energy Corp

Utilities
388
+ 6.27%
$56.66 - $66.04 $22K - $25.6K
6.58K $423K
OHI
Omega Healthcare Investors Inc

Real Estate
1.41K
+ 8.61%
$35.7 - $38.33 $50.5K - $54.2K
17.8K $679K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
2.22K
+ 12.7%
$26.56 - $28.74 $59K - $63.9K
19.7K $536K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
760
+ 20.16%
$79.96 - $87.71 $60.8K - $66.7K
4.53K $372K
MPW
Medical Properties Trust Inc

Real Estate
1.64K
+ 7.16%
$3.83 - $6.21 $6.26K - $10.2K
24.5K $147K
GPC
Genuine Parts CO

Consumer Cyclical
403
+ 11.27%
$115.91 - $129.02 $46.7K - $52K
3.98K $474K
TDVG
T Rowe Price Exchange Traded F

Technology
1.17K
+ 10.91%
$39.23 - $42.13 $46.1K - $49.5K
11.9K $482K
ICVT
Ishares Tr Convertible Bond Et

ETFs
781
+ 11.59%
$83.18 - $89.27 $65K - $69.7K
7.52K $628K
FXG
First Tr Exchange Traded First

ETFs
701
+ 9.0%
$62.56 - $65.85 $43.9K - $46.2K
8.49K $554K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.03K
+ 8.01%
$50.72 - $50.92 $52.4K - $52.7K
13.9K $709K
XRX
Xerox Holdings Corp

Technology
11.5K
New
$4.83 - $9.84 $55.3K - $113K
11.5K $55K
IDU
Ishares Tr U S Utils ETF

ETFs
224
+ 3.76%
$95.33 - $102.77 $21.4K - $23K
6.18K $626K
XEL
Xcel Energy Inc

Utilities
131
+ 1.0%
$63.37 - $72.1 $8.3K - $9.45K
13.2K $935K
VIG
Vanguard Dividend Appreciation

ETFs
283
+ 0.73%
N/A
39K $7.11M
VOE
Vanguard Mid Cap Value Index F

ETFs
463
+ 2.5%
$156.61 - $168.02 $72.5K - $77.8K
19K $3.05M
MDIV
First Trust Multi Asset Divers

ETFs
2.17K
+ 3.03%
$16.02 - $16.68 $34.7K - $36.1K
73.6K $1.2M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
172
+ 1.32%
$36.05 - $45.61 $6.2K - $7.84K
13.2K $523K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
526
+ 22.05%
$90.18 - $98.47 $47.4K - $51.8K
2.91K $273K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
909
+ 8.82%
$51.94 - $55.24 $47.2K - $50.2K
11.2K $596K
TDIV
First Trust Nasdaq Technology

ETFs
7.69K
+ 7.21%
$73.39 - $83.95 $564K - $646K
114K $8.41M
CEG
Constellation Energy Corp

Utilities
893
+ 15.78%
$201.63 - $347.44 $180K - $310K
6.55K $1.32M
VGSH
Vanguard

ETFs
557
+ 1.92%
$58.07 - $58.69 $32.3K - $32.7K
29.5K $1.73M
EOG
Eog Resources Inc

Energy
97
+ 1.57%
$120.54 - $138.05 $11.7K - $13.4K
6.26K $802K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
883
+ 10.83%
$42.18 - $45.16 $37.2K - $39.9K
9.04K $399K
GGB
Gerdau S.A.

Basic Materials
16.3K
New
$2.72 - $3.08 $44.4K - $50.2K
16.3K $46K
DTM
Dt Midstream, Inc.

Energy
1.06K
+ 5.52%
$86.95 - $113.75 $92.3K - $121K
20.3K $1.96M
DD
Du Pont De Nemours, Inc.

Basic Materials
880
+ 6.17%
$72.7 - $84.32 $64K - $74.2K
15.1K $1.13M
HYLS
First Tr Tactical High Yield L

ETFs
1.1K
+ 21.05%
$40.95 - $41.77 $45K - $45.9K
6.31K $259K
FDLO
Fidelity Covington Tr Low Vola

ETFs
711
+ 10.28%
$59.43 - $63.22 $42.3K - $44.9K
7.63K $462K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
498
+ 5.61%
$38.54 - $41.5 $19.2K - $20.7K
9.38K $381K
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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