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
MO
Altria Group, Inc.

Consumer Defensive
4.15K
+ 6.12%
$50.81 - $60.02 $211K - $249K
72K $4.32M
BNDX
Vanguard Total International B

ETFs
16.6K
+ 9.92%
$48.33 - $49.5 $801K - $820K
184K $8.96M
KO
Coca Cola CO

Consumer Defensive
107
+ 0.13%
$60.81 - $72.32 $6.51K - $7.74K
80.2K $5.75M
LYB
Lyondell Basell Industries N.V.

Basic Materials
11.1K
+ 197.22%
$69.82 - $78.67 $772K - $870K
16.7K $1.17M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.71K
+ 30.67%
$34.58 - $45.97 $301K - $400K
37.1K $1.71M
LRN
Stride, Inc.

Consumer Defensive
5.43K
+ 219.96%
$106.34 - $142.28 $578K - $773K
7.9K $999K
JEPI
J P Morgan Exchange Traded Fd

ETFs
14K
+ 6.57%
$56.17 - $59.71 $787K - $836K
227K $13M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
10K
+ 77.19%
$66.3 - $74.17 $665K - $744K
23K $1.6M
MDT
Medtronic PLC

Healthcare
3.4K
+ 8.53%
$79.84 - $94.5 $272K - $322K
43.3K $3.89M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.65K
+ 17.66%
$100.32 - $100.76 $667K - $670K
44.3K $4.46M
TT
Trane Technologies PLC

Industrials
2.47K
+ 47.86%
$332.0 - $400.86 $819K - $989K
7.62K $2.57M
CGGR
Capital Group Growth ETF Shs C

ETFs
22.3K
+ 58.57%
$33.98 - $39.84 $756K - $886K
60.2K $2.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.25K
+ 24.94%
$360.07 - $417.26 $1.17M - $1.36M
16.3K $5.88M
XLV
Select Sector Spdr Fund Health

ETFs
1.02K
+ 1.73%
$137.61 - $149.68 $140K - $152K
59.6K $8.71M
RTX
Raytheon Technologies Corp

Industrials
883
+ 2.85%
$114.1 - $135.66 $101K - $120K
31.9K $4.22M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14.5K
+ 29.24%
$42.38 - $43.28 $615K - $628K
64.1K $2.73M
ROKU
Roku, Inc

Communication Services
9.07K
+ 101.47%
$67.36 - $99.07 $611K - $898K
18K $1.27M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.2K
+ 36.63%
$97.25 - $104.79 $506K - $545K
19.4K $2.01M
WELL
Welltower Inc.

Real Estate
2.72K
+ 43.26%
$124.05 - $156.86 $337K - $426K
8.99K $1.38M
AMP
Ameriprise Financial Inc

Financial Services
1.26K
+ 277.65%
$472.29 - $575.13 $593K - $722K
1.71K $826K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
23.8K
+ 82.31%
$18.47 - $21.01 $440K - $500K
52.8K $1.11M
IYW
Ishares Dj Us Tech ETF

ETFs
8.49K
+ 26.34%
$140.44 - $166.79 $1.19M - $1.42M
40.7K $5.72M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
10.2K
+ 21.07%
$25.2 - $68.74 $258K - $704K
58.9K $1.74M
PFE
Pfizer Inc

Healthcare
28.6K
+ 18.85%
$25.01 - $27.13 $714K - $775K
180K $4.56M
CPB
Campbell Soup CO

Consumer Defensive
15K
+ 51.85%
$37.29 - $42.04 $559K - $630K
43.9K $1.75M
FISV
Fiserv Inc

Technology
4.29K
+ 94.6%
N/A
8.82K $1.1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.72K
+ 6.56%
$49.22 - $51.73 $479K - $503K
158K $7.98M
MCD
Mcdonalds Corp

Consumer Cyclical
321
+ 1.67%
$279.74 - $321.29 $89.8K - $103K
19.6K $6.12M
OUNZ
Van Eck Merk Gold Trust

ETFs
10.6K
+ 24.44%
$25.41 - $30.14 $270K - $320K
54.1K $1.63M
IXC
Ishares Tr Global Energy ETF

ETFs
1K
+ 0.81%
$38.48 - $42.16 $38.6K - $42.3K
125K $5.24M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
8.35K
+ 21.44%
$40.34 - $45.45 $337K - $379K
47.3K $2.09M
VUG
Vanguard Growth ETF

ETFs
2.59K
+ 22.51%
$369.1 - $427.61 $957K - $1.11M
14.1K $5.23M
MASI
Masimo Corp

Healthcare
3K
+ 89.15%
$163.55 - $190.63 $491K - $572K
6.37K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
457
+ 3.13%
$461.52 - $548.18 $211K - $251K
15K $7.88M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12K
+ 31.24%
$48.06 - $53.73 $579K - $647K
50.6K $2.47M
RSG
Republic Services, Inc.

Industrials
1.01K
+ 17.17%
$200.09 - $242.16 $201K - $243K
6.86K $1.66M
SPG
Simon Property Group Inc

Real Estate
3.05K
+ 52.18%
$159.48 - $187.78 $486K - $572K
8.89K $1.48M
IEF
Ishares Barclays

ETFs
4.08K
+ 14.98%
$91.17 - $95.39 $372K - $389K
31.3K $2.98M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.06K
+ 6.44%
$85.29 - $92.57 $261K - $283K
50.6K $4.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
843
+ 0.47%
$95.85 - $99.25 $80.8K - $83.7K
178K $17.7M
ED
Consolidated Edison Inc

Utilities
1.42K
+ 10.66%
$88.0 - $110.59 $125K - $157K
14.7K $1.63M
VB
Vanguard Small Cap ETF

ETFs
3.78K
+ 17.59%
$217.89 - $252.64 $823K - $954K
25.3K $5.6M
WMT
Walmart Inc.

Consumer Defensive
8.15K
+ 7.51%
$84.5 - $105.05 $689K - $856K
117K $10.2M
SCHW
Schwab Charles Corp

Financial Services
4.97K
+ 58.06%
$71.24 - $83.64 $354K - $415K
13.5K $1.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.37K
+ 36.5%
$91.45 - $91.75 $400K - $401K
16.4K $1.5M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
6.76K
+ 24.94%
$48.13 - $51.78 $325K - $350K
33.8K $1.72M
SHOP
Shopify Inc.

Technology
6.06K
+ 36.93%
$90.59 - $129.31 $549K - $784K
22.5K $2.15M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.5K
+ 209.26%
$92.71 - $107.38 $417K - $483K
6.65K $616K
MMM
3 M CO

Industrials
526
+ 3.02%
$129.7 - $155.12 $68.2K - $81.6K
17.9K $2.63M
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
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email