Sigma Planning Corp Incresed Positions in Q2 2025

Sigma Planning Corp

  • $3.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.7K
+ 4.28%
$82.21 - $83.12 $882K - $891K
261K $21.6M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
10.9K
+ 23.1%
$39.69 - $51.24 $433K - $560K
58.2K $2.98M
SOUN
Soundhound Ai, Inc.

Technology
75.1K
+ 238.09%
$7.18 - $11.76 $539K - $883K
107K $1.14M
BA
Boeing CO

Industrials
1.43K
+ 9.52%
$136.59 - $217.51 $195K - $310K
16.4K $3.44M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
80
+ 0.08%
$35.12 - $48.24 $2.81K - $3.86K
105K $5.09M
HWM
Howmet Aerospace Inc.

Industrials
1.92K
+ 20.99%
$112.33 - $186.13 $216K - $358K
11.1K $2.06M
CSCO
Cisco Systems, Inc.

Technology
7.97K
+ 19.95%
$53.19 - $69.38 $424K - $553K
47.9K $3.33M
PWR
Quanta Services, Inc.

Industrials
1.83K
+ 135.88%
$239.47 - $381.26 $438K - $697K
3.18K $1.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.83K
+ 13.97%
$50.39 - $60.05 $495K - $590K
80.2K $4.82M
EFV
Msci Eafe Value ETF

ETFs
11.1K
+ 36.32%
$52.4 - $64.65 $581K - $717K
41.6K $2.64M
IWP
Ishares Russell Mid Cap Growth

ETFs
594
+ 1.73%
$104.34 - $138.68 $62K - $82.4K
34.9K $4.84M
PEP
Pepsico Inc

Consumer Defensive
10.3K
+ 32.22%
$128.02 - $151.37 $1.32M - $1.56M
42.4K $5.6M
MSTR
Microstrategy Inc

Technology
18
+ 0.27%
$237.95 - $421.61 $4.28K - $7.59K
6.74K $2.72M
XLF
Financial Sector Spdr

ETFs
6.13K
+ 3.5%
$43.92 - $52.37 $269K - $321K
181K $9.48M
ICSH
Blackrock Ultra Short Term Bon

ETFs
15K
+ 31.73%
$50.48 - $50.71 $758K - $761K
62.3K $3.16M
NEM
Newmont Corp

Basic Materials
12.2K
+ 278.68%
$44.18 - $59.46 $539K - $726K
16.6K $966K
EBAY
Ebay Inc

Consumer Cyclical
8.61K
+ 61.25%
$59.52 - $79.36 $513K - $683K
22.7K $1.69M
WFC
Wells Fargo & Company

Financial Services
3.62K
+ 6.81%
$60.98 - $80.12 $221K - $290K
56.8K $4.55M
APP
App Lovin Corp

Technology
1.35K
+ 44.48%
$219.37 - $417.89 $295K - $562K
4.37K $1.53M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.4K
+ 147.39%
$310.86 - $348.77 $747K - $838K
4.04K $1.29M
SPOT
Spotify Technology S.A.

Communication Services
642
+ 63.13%
$503.3 - $775.9 $323K - $498K
1.66K $1.27M
VST
Vistra Corp.

Utilities
322
+ 3.82%
$98.07 - $195.04 $31.6K - $62.8K
8.76K $1.7M
JPIE
J P Morgan Exchange Traded Fd
14.7K
+ 40.0%
$45.12 - $46.32 $665K - $683K
51.6K $2.39M
FDL
First Tr Morningstar Dividend

ETFs
18.9K
+ 22.1%
$38.19 - $43.19 $723K - $818K
105K $4.38M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.18K
+ 3.95%
$39.89 - $49.46 $167K - $207K
110K $5.44M
IEMG
Ishares Inc

ETFs
11.9K
+ 10.4%
N/A
127K $6.8M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
6.77K
+ 149.37%
$72.32 - $86.4 $489K - $584K
11.3K $975K
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.51K
+ 12.83%
$35.9 - $43.76 $305K - $372K
74.8K $3.23M
ITA
Ishares Tr

ETFs
96
+ 0.59%
$135.31 - $188.64 $13K - $18.1K
16.3K $3.07M
SOFI
So Fi Technologies, Inc.

Financial Services
15.6K
+ 34.68%
$9.5 - $18.21 $148K - $284K
60.7K $1.1M
OUNZ
Van Eck Merk Gold Trust

ETFs
14.3K
+ 26.35%
$28.68 - $33.09 $409K - $472K
68.4K $2.18M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.91K
+ 23.89%
$103.88 - $123.68 $406K - $483K
20.3K $2.5M
EVER
Ever Quote, Inc.

Communication Services
23.5K
+ 212.51%
$20.21 - $26.71 $474K - $627K
34.5K $834K
DE
Deere & CO

Industrials
410
+ 4.9%
$412.99 - $531.48 $169K - $218K
8.78K $4.47M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.37K
+ 7.22%
$82.32 - $112.47 $113K - $154K
20.4K $2.29M
CRDO
Credo Technology Group Holding LTD

Technology
2.25K
+ 36.55%
$33.3 - $95.05 $74.8K - $214K
8.39K $777K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.69K
+ 13.82%
$74.88 - $91.97 $276K - $339K
30.4K $2.79M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10K
+ 13.87%
$50.36 - $50.68 $503K - $507K
82.1K $4.16M
PVAL
Putnam ETF Tr Putnam Focused L
8.79K
+ 12.34%
$33.6 - $40.23 $295K - $354K
80K $3.22M
FIW
First Trust Water ETF

ETFs
1.86K
+ 4.44%
$90.26 - $108.05 $168K - $201K
43.8K $4.73M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.24K
+ 1.8%
$81.46 - $94.63 $182K - $212K
126K $11.9M
OEF
Ishares S&P 100 ETF

ETFs
1.86K
+ 27.92%
N/A
8.53K $2.27M
ISRG
Intuitive Surgical Inc

Healthcare
177
+ 2.15%
$451.58 - $565.94 $79.9K - $100K
8.4K $4.57M
TW
Tradeweb Markets Inc.

Financial Services
3.28K
+ 129.49%
$125.37 - $149.02 $411K - $488K
5.81K $849K
ASND
Ascendis Pharma A/S

Healthcare
2.59K
+ 170.89%
$137.41 - $179.1 $356K - $464K
4.1K $708K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.57K
+ 8.79%
$101.93 - $128.63 $160K - $202K
19.5K $2.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.53K
+ 7.28%
$100.35 - $100.71 $455K - $456K
66.8K $6.72M
VDC
Vanguard Consumer Staples ETF

ETFs
2.01K
+ 14.16%
$204.89 - $224.73 $412K - $452K
16.2K $3.55M
LRN
Stride, Inc.

Consumer Defensive
2.01K
+ 25.45%
$124.45 - $160.72 $250K - $323K
9.91K $1.44M
Activity Summary
Buys All Purchases 645 New Holdings 142 Increased Positions 503 Sells All Sells 569 Reductions 569 Sold out 0 Options Calls 3 Puts 3
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