Sigma Planning Corp Incresed Positions in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
204K
+ 33.79%
$60.46 - $64.42 $12.4M - $13.2M
809K $50M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.48K
+ 2.53%
$442.66 - $534.52 $657K - $793K
60.1K $32M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
105K
+ 42.74%
$50.87 - $51.09 $5.35M - $5.38M
351K $17.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
101K
+ 109.99%
$51.52 - $52.37 $5.22M - $5.3M
193K $10.1M
IAU
Ishares Gold Trust

ETFs
35.6K
+ 22.58%
$49.74 - $58.96 $1.77M - $2.1M
193K $11.4M
GLD
Spdr Gold Trust

ETFs
2.67K
+ 4.35%
$243.19 - $288.14 $649K - $769K
64K $18.4M
META
Meta Platforms, Inc.

Communication Services
6.21K
+ 19.03%
$576.36 - $736.67 $3.58M - $4.58M
38.8K $22.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
48.8K
+ 19.31%
$50.82 - $52.7 $2.48M - $2.57M
301K $15.8M
COST
Costco Wholesale Corp

Consumer Defensive
2.33K
+ 13.62%
$890.62 - $1076.86 $2.08M - $2.51M
19.4K $18.4M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
47.6K
+ 39.78%
$49.67 - $51.43 $2.36M - $2.45M
167K $8.54M
PLTR
Palantir Technologies Inc.

Technology
17.5K
+ 20.37%
$64.98 - $124.62 $1.13M - $2.17M
103K $8.7M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
75.4K
+ 79.17%
$24.66 - $26.1 $1.86M - $1.97M
171K $4.26M
IBM
International Business Machines Corp

Technology
3.02K
+ 8.35%
$217.4 - $264.74 $655K - $798K
39.1K $9.73M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11K
+ 3.59%
$105.1 - $109.61 $1.16M - $1.21M
318K $34.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
71.2K
+ 14.93%
$29.34 - $31.31 $2.09M - $2.23M
548K $16.3M
WM
Waste Management Inc

Industrials
1.73K
+ 4.52%
$200.54 - $233.78 $348K - $405K
40.1K $9.28M
V
Visa Inc.

Financial Services
522
+ 1.34%
$306.92 - $362.71 $160K - $189K
39.4K $13.8M
FNDX
Schwab Fundamental U S Large C

ETFs
63.9K
+ 192.77%
$23.03 - $25.01 $1.47M - $1.6M
97K $2.29M
IVE
Ishares S&P 500 Value ETF

ETFs
8.06K
+ 7.45%
$185.78 - $198.58 $1.5M - $1.6M
116K $22.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.9K
+ 6.76%
$81.83 - $82.73 $1.3M - $1.31M
250K $20.7M
HEFA
Ishares Currency Hedged Msci E

ETFs
36.2K
+ 39.99%
$34.83 - $37.52 $1.26M - $1.36M
127K $4.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
24K
+ 46.33%
$48.65 - $53.06 $1.17M - $1.27M
75.7K $3.93M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.22K
+ 4.61%
$87.68 - $94.52 $633K - $683K
164K $15.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.1K
+ 50.7%
$50.48 - $51.04 $1.42M - $1.44M
83.6K $4.24M
UBER
Uber Technologies, Inc

Technology
12.1K
+ 30.62%
$63.17 - $81.49 $767K - $990K
51.8K $3.78M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
14.9K
+ 362.08%
$91.76 - $103.26 $1.37M - $1.54M
19K $1.76M
VTV
Vanguard Value ETF

ETFs
6.46K
+ 9.4%
$167.73 - $179.21 $1.08M - $1.16M
75.2K $13M
NFLX
Netflix Inc

Communication Services
1.12K
+ 20.1%
$828.4 - $1058.6 $928K - $1.19M
6.69K $6.24M
VEA
Vanguard Ftse Developed Market

ETFs
15.8K
+ 10.23%
$47.4 - $52.99 $747K - $835K
170K $8.64M
PULS
Pgim ETF Tr

ETFs
24.6K
+ 28.06%
$49.56 - $49.78 $1.22M - $1.23M
112K $5.59M
VDC
Vanguard Consumer Staples ETF

ETFs
5.21K
+ 58.06%
$206.54 - $226.16 $1.08M - $1.18M
14.2K $3.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.91K
+ 20.36%
$308.86 - $455.36 $898K - $1.32M
17.2K $6.06M
EMLP
First Tr Exchange Traded Iv

ETFs
28.7K
+ 56.32%
$35.79 - $38.28 $1.03M - $1.1M
79.5K $2.98M
XLF
Financial Sector Spdr

ETFs
17.5K
+ 11.08%
$47.32 - $52.19 $826K - $911K
175K $8.72M
DTE
Dte Energy CO

Utilities
991
+ 1.8%
$117.6 - $138.27 $117K - $137K
56K $7.74M
TMUS
T Mobile Us, Inc.

Communication Services
2.68K
+ 32.7%
$211.3 - $272.83 $566K - $731K
10.9K $2.9M
O
Realty Income Corp

Real Estate
14.6K
+ 31.62%
$51.67 - $58.49 $756K - $856K
60.9K $3.53M
SECT
Sector 10, Inc.

ETFs
26.7K
+ 31.48%
$50.98 - $57.8 $1.36M - $1.54M
112K $5.7M
XOM
Exxon Mobil Corp

Energy
407
+ 0.47%
$105.44 - $118.93 $42.9K - $48.4K
87K $10.3M
CME
Cme Group Inc.

Financial Services
2.49K
+ 23.29%
$225.82 - $266.54 $562K - $663K
13.2K $3.5M
RPG
Invesco Exchange Traded Fd Tr

ETFs
25.4K
+ 408.82%
$37.33 - $45.03 $948K - $1.14M
31.6K $1.21M
BMY
Bristol Myers Squibb CO

Healthcare
11.4K
+ 20.68%
$53.9 - $63.11 $615K - $720K
66.6K $4.06M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
62.4K
+ 282.28%
$12.61 - $14.92 $787K - $931K
84.5K $1.21M
GE
General Electric CO

Industrials
1.5K
+ 8.1%
$168.59 - $212.13 $254K - $319K
20.1K $4.02M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15K
+ 18.34%
$62.72 - $71.92 $939K - $1.08M
96.6K $6.09M
SFL
Sfl Corp Ltd.

Industrials
110K
+ 803.76%
$8.11 - $11.12 $891K - $1.22M
124K $1.01M
VPU
Vanguard Utilities ETF

ETFs
4.5K
+ 35.6%
$161.24 - $173.33 $725K - $779K
17.1K $2.92M
JPM
Jpmorgan Chase & CO

Financial Services
1.67K
+ 2.36%
$225.19 - $279.95 $377K - $469K
72.6K $17.8M
RDVY
First Trust Rising Dividend Ac

ETFs
14.8K
+ 10.94%
$57.22 - $63.39 $847K - $938K
150K $8.79M
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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