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
FV
First Trust Dorsey Wright Focu

ETFs
9.24K
+ 6.68%
$53.91 - $63.03 $498K - $582K
148K $8.1M
XLY
Select Sector Spdr Consumer Di

ETFs
1.73K
+ 11.14%
$192.6 - $233.2 $333K - $403K
17.2K $3.4M
LOW
Lowes Companies Inc

Consumer Cyclical
680
+ 3.93%
$222.66 - $268.42 $151K - $183K
18K $4.19M
MAIN
Main Street Capital Corp

Financial Services
236
+ 0.53%
$54.71 - $63.1 $12.9K - $14.9K
44.9K $2.54M
BA
Boeing CO

Industrials
100
+ 0.67%
$148.15 - $186.25 $14.8K - $18.6K
15K $2.56M
ROK
Rockwell Automation, Inc

Industrials
91
+ 2.33%
$255.29 - $303.75 $23.2K - $27.6K
3.99K $1.03M
EMR
Emerson Electric CO

Industrials
156
+ 2.07%
$108.64 - $131.17 $16.9K - $20.5K
7.69K $843K
NKE
Nike, Inc.

Consumer Cyclical
1.52K
+ 9.6%
$63.29 - $81.72 $95.9K - $124K
17.3K $1.1M
CSX
Csx Corp

Industrials
1.47K
+ 2.98%
$29.11 - $33.67 $42.9K - $49.6K
51K $1.5M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.46K
+ 9.29%
$68.07 - $78.99 $372K - $431K
64.2K $4.37M
FRPT
Freshpet, Inc.

Consumer Defensive
2.92K
+ 54.37%
$83.17 - $162.59 $243K - $475K
8.3K $690K
PSTG
Pure Storage, Inc.

Technology
263
+ 3.81%
$44.27 - $72.37 $11.6K - $19K
7.16K $316K
VST
Vistra Corp.

Utilities
447
+ 5.6%
$108.49 - $191.89 $48.5K - $85.8K
8.43K $990K
TROW
Price T Rowe Group Inc

Financial Services
2.05K
+ 14.41%
$91.57 - $116.93 $188K - $240K
16.3K $1.5M
DEO
Diageo PLC

Consumer Defensive
284
+ 4.25%
$104.79 - $126.12 $29.8K - $35.8K
6.97K $730K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.54K
+ 2.62%
$9.59 - $11.83 $14.8K - $18.2K
60.3K $578K
FRT
Federal Realty Investment Trust

Real Estate
445
+ 3.62%
$94.7 - $111.82 $42.1K - $49.8K
12.8K $1.25M
DELL
Dell Technologies Inc.

Technology
1.12K
+ 11.42%
$90.34 - $124.66 $101K - $140K
10.9K $997K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
200
+ 0.86%
$6.67 - $12.72 $1.33K - $2.54K
23.6K $157K
DFAT
Dimensional ETF Tr U S Target

ETFs
349
+ 0.93%
$50.44 - $58.1 $17.6K - $20.3K
38.1K $1.96M
SOFI
So Fi Technologies, Inc.

Financial Services
1.63K
+ 3.76%
$11.18 - $18.03 $18.3K - $29.5K
45K $523K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
49
+ 0.55%
$192.82 - $222.1 $9.45K - $10.9K
8.96K $1.73M
ECPG
Encore Capital Group Inc

Financial Services
781
+ 5.97%
$32.02 - $51.25 $25K - $40K
13.9K $475K
RWK
Invesco Exchange Traded Fd Tr

ETFs
167
+ 0.83%
$106.43 - $123.29 $17.8K - $20.6K
20.4K $2.2M
TGT
Target Corp

Consumer Defensive
285
+ 4.71%
$103.65 - $142.5 $29.5K - $40.6K
6.34K $661K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.96K
+ 3.79%
$89.18 - $104.04 $175K - $204K
53.7K $4.92M
TCHP
T Rowe Price Exchange Traded F

Technology
1.29K
+ 2.26%
$37.86 - $44.2 $49K - $57.2K
58.7K $2.23M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.33K
+ 0.93%
$16.57 - $18.85 $22K - $25K
144K $2.4M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
9.83K
+ 10.28%
$39.97 - $48.7 $393K - $479K
105K $4.21M
CION
Cion Investment Corp

Financial Services
12.4K
+ 3.8%
$10.35 - $12.55 $128K - $155K
338K $3.5M
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
424
+ 0.27%
$32.07 - $35.16 $13.6K - $14.9K
156K $5.04M
MRK
Merck & Co., Inc.

Healthcare
1.52K
+ 4.09%
$83.01 - $101.02 $126K - $154K
38.8K $3.48M
LMT
Lockheed Martin Corp

Industrials
372
+ 3.7%
$423.19 - $506.29 $157K - $188K
10.4K $4.66M
AXP
American Express CO

Financial Services
195
+ 1.83%
$255.39 - $325.87 $49.8K - $63.5K
10.8K $2.92M
SQ
Block, Inc.

Technology
3.24K
+ 20.83%
$54.04 - $92.95 $175K - $301K
18.8K $1.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.62K
+ 2.19%
$168.16 - $186.21 $272K - $301K
75.3K $12.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
373
+ 1.1%
$114.9 - $139.6 $42.9K - $52.1K
34.3K $4.03M
PANW
Palo Alto Networks Inc

Technology
135
+ 0.52%
$167.82 - $208.28 $22.7K - $28.1K
26.3K $4.49M
SOUN
Soundhound Ai, Inc.

Technology
4.15K
+ 15.15%
$8.12 - $20.62 $33.7K - $85.6K
31.5K $256K
DAL
Delta Air Lines, Inc.

Industrials
1.33K
+ 6.34%
$43.6 - $69.06 $57.9K - $91.6K
22.3K $970K
ETN
Eaton Corp PLC

Industrials
1.23K
+ 10.3%
$271.83 - $371.23 $335K - $457K
13.2K $3.58M
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 2.37%
$271.18 - $303.12 $296K - $331K
47.1K $13M
VGT
Vanguard Information Technolog

ETFs
245
+ 2.95%
$542.38 - $646.34 $133K - $158K
8.54K $4.63M
BX
Blackstone Inc.

Financial Services
174
+ 1.01%
$136.53 - $186.74 $23.8K - $32.5K
17.3K $2.42M
XLK
Technology Sector Spdr

ETFs
3.85K
+ 7.46%
$206.38 - $242.18 $795K - $933K
55.5K $11.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
30
+ 0.06%
$96.3 - $112.23 $2.89K - $3.37K
49.7K $4.85M
TTD
Trade Desk, Inc.

Technology
3.41K
+ 25.6%
$53.59 - $126.58 $183K - $431K
16.7K $914K
HD
Home Depot, Inc.

Consumer Cyclical
481
+ 1.28%
$347.25 - $424.87 $167K - $204K
38.2K $14M
AVGO
Broadcom Inc.

Technology
13.8K
+ 22.68%
$167.43 - $244.7 $2.32M - $3.39M
74.9K $12.5M
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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