Sigma Planning Corp Incresed Positions in Q3 2024

Sigma Planning Corp

  • $3.22 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.01K
+ 1.22%
$520.18 - $576.82 $2.09M - $2.31M
334K $193M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.84K
+ 14.41%
$405.19 - $478.57 $3.18M - $3.75M
62.3K $28.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.5K
+ 25.08%
$92.63 - $105.69 $3.93M - $4.49M
212K $22.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.08K
+ 4.36%
$475.2 - $527.7 $1.94M - $2.15M
97.6K $51.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13K
+ 6.97%
$105.53 - $118.34 $1.37M - $1.53M
199K $23.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
104K
+ 33.02%
$28.1 - $29.89 $2.92M - $3.11M
419K $12.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
32.5K
+ 26.91%
$74.26 - $78.84 $2.42M - $2.57M
153K $12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.8K
+ 11.92%
$96.25 - $101.98 $1.91M - $2.02M
186K $18.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
29.6K
+ 33.27%
$65.15 - $72.97 $1.93M - $2.16M
119K $8.66M
PH
Parker Hannifin Corp

Industrials
3.69K
+ 384.97%
$501.01 - $635.92 $1.85M - $2.35M
4.65K $2.94M
BNDX
Vanguard Total International B

ETFs
42K
+ 30.69%
$48.42 - $50.35 $2.03M - $2.11M
179K $8.99M
XLI
Industrial Sector Spdr

ETFs
13K
+ 40.98%
$120.56 - $135.44 $1.57M - $1.77M
44.9K $6.08M
IVE
Ishares S&P 500 Value ETF

ETFs
1.93K
+ 1.74%
$181.06 - $197.17 $349K - $380K
113K $22.2M
NOW
Service Now, Inc.

Technology
1.97K
+ 72.02%
$730.87 - $937.36 $1.44M - $1.85M
4.7K $4.21M
ABT
Abbott Laboratories

Healthcare
12.5K
+ 20.69%
$100.07 - $118.13 $1.25M - $1.48M
72.8K $8.3M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
14K
+ 352.7%
$110.06 - $128.44 $1.54M - $1.79M
17.9K $2.28M
SPIB
Spdr Portfolio Intermediate Te

ETFs
49.6K
+ 38.42%
$32.36 - $33.78 $1.6M - $1.68M
179K $6.02M
LGOV
First Tr ETF Iv Long Duration

ETFs
72.1K
+ 53.17%
$20.77 - $22.83 $1.5M - $1.65M
208K $4.65M
NEE
Nextera Energy Inc

Utilities
1.33K
+ 1.12%
$69.9 - $84.97 $92.9K - $113K
120K $10.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.54K
+ 2.05%
$32.65 - $36.69 $279K - $313K
425K $15.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.61K
+ 1.89%
$162.83 - $179.16 $262K - $289K
86.9K $15.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.13K
+ 1.97%
$83.76 - $91.82 $262K - $287K
162K $14.8M
MCD
Mcdonalds Corp

Consumer Cyclical
1.3K
+ 6.15%
$245.82 - $304.51 $319K - $396K
22.4K $6.83M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
17.5K
+ 102.89%
$69.16 - $76.64 $1.21M - $1.34M
34.6K $2.6M
BALT
Innovator Etfs Tr
41.1K
+ 38.95%
$29.76 - $30.83 $1.22M - $1.27M
147K $4.52M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14K
+ 12.66%
$76.94 - $79.54 $1.08M - $1.11M
125K $9.9M
IAU
Ishares Gold Trust

ETFs
11.9K
+ 9.2%
$44.06 - $50.5 $522K - $599K
141K $6.99M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22.7K
+ 16.17%
$44.65 - $47.21 $1.01M - $1.07M
163K $7.61M
HDV
Ishares Core High Dividend ETF

ETFs
6.57K
+ 12.68%
$107.62 - $118.76 $707K - $780K
58.4K $6.87M
UNH
Unitedhealth Group Inc

Healthcare
144
+ 0.96%
$488.01 - $604.18 $70.3K - $87K
15.1K $8.81M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.8K
+ 3.33%
$87.56 - $95.49 $333K - $363K
118K $11.3M
LMT
Lockheed Martin Corp

Industrials
50
+ 0.5%
$460.3 - $584.56 $23K - $29.2K
10K $5.85M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.59K
+ 4.11%
$61.11 - $67.85 $464K - $515K
192K $13M
VRT
Vertiv Holdings CO

Industrials
13.1K
+ 237.57%
$86.66 - $86.66 $1.14M - $1.14M
18.7K $1.62M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.87K
+ 7.07%
$50.02 - $54.5 $494K - $538K
150K $8.15M
ORCL
Oracle Corp

Technology
1.02K
+ 3.25%
$125.9 - $170.35 $128K - $173K
32.4K $5.51M
JNJ
Johnson & Johnson

Healthcare
486
+ 0.79%
$145.48 - $167.38 $70.7K - $81.3K
62.2K $10.1M
AVGO
Broadcom Inc.

Technology
54.4K
+ 929.72%
$136.27 - $1745.86 $7.41M - $95M
60.3K $10.4M
COST
Costco Wholesale Corp

Consumer Defensive
424
+ 2.52%
$801.83 - $917.05 $340K - $389K
17.2K $15.3M
VTV
Vanguard Value ETF

ETFs
105
+ 0.15%
$159.75 - $174.57 $16.8K - $18.3K
68.1K $11.9M
BMY
Bristol Myers Squibb CO

Healthcare
9.75K
+ 20.93%
$39.66 - $51.75 $387K - $504K
56.3K $2.91M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20.7K
+ 270.87%
$41.02 - $46.01 $849K - $952K
28.3K $1.29M
PLTR
Palantir Technologies Inc.

Technology
6.73K
+ 11.1%
$24.09 - $37.95 $162K - $255K
67.4K $2.51M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.55K
+ 3.58%
$81.31 - $83.29 $614K - $629K
218K $18.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.4K
+ 89.32%
$50.52 - $50.95 $929K - $937K
39K $1.98M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.84K
+ 2.68%
$162.64 - $179.3 $300K - $330K
70.5K $12.6M
IEFA
Ishares Tr

ETFs
2.53K
+ 1.91%
$70.09 - $78.74 $177K - $199K
135K $10.6M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
18.6K
+ 13.19%
$36.06 - $37.66 $671K - $701K
160K $6.01M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
26.4K
+ 20.73%
$27.17 - $28.74 $718K - $759K
154K $4.42M
Activity Summary
Buys All Purchases 592 New Holdings 103 Increased Positions 489 Sells All Sells 580 Reductions 580 Sold out 0 Options Calls 0 Puts 5
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