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
ARCC
Ares Capital Corp

Financial Services
15.5K
+ 10.49%
$21.28 - $23.81 $330K - $370K
164K $3.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.51K
+ 5.49%
$42.5 - $46.71 $234K - $257K
106K $4.79M
AWK
American Water Works Company, Inc.

Utilities
1.31K
+ 19.14%
$121.01 - $149.31 $158K - $195K
8.14K $1.2M
WFC
Wells Fargo & Company

Financial Services
3.78K
+ 7.65%
$66.78 - $81.42 $252K - $308K
53.2K $3.82M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13K
+ 5.45%
$24.5 - $24.95 $318K - $324K
251K $6.22M
CAH
Cardinal Health Inc

Healthcare
831
+ 7.02%
$118.02 - $137.77 $98.1K - $114K
12.7K $1.75M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.04K
+ 38.68%
$165.25 - $224.62 $668K - $908K
14.5K $2.41M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
6.94K
+ 160.74%
$48.25 - $52.09 $335K - $361K
11.3K $555K
FTA
First Tr Large Cap Value

ETFs
4.37K
+ 25.11%
$74.42 - $80.34 $325K - $351K
21.8K $1.67M
MELI
Mercadolibre Inc

Consumer Cyclical
102
+ 19.58%
$1739.0 - $2260.0 $177K - $231K
623 $1.22M
HON
Honeywell International Inc

Industrials
3.14K
+ 13.14%
$202.75 - $226.52 $636K - $711K
27K $5.72M
DOW
Dow Inc.

Basic Materials
17K
+ 32.95%
$34.36 - $41.92 $585K - $714K
68.7K $2.4M
AXON
Axon Enterprise, Inc.

Industrials
827
+ 50.27%
$496.65 - $710.01 $411K - $587K
2.47K $1.3M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
9.6K
+ 23.85%
$21.95 - $24.74 $211K - $238K
49.9K $1.21M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
14.2K
+ 21.37%
$22.27 - $22.65 $315K - $321K
80.4K $1.8M
EEM
Ishares Msci Emerging Markets

ETFs
6.54K
+ 86.66%
$40.81 - $45.34 $267K - $296K
14.1K $615K
FDL
First Tr Morningstar Dividend

ETFs
538
+ 0.63%
$39.69 - $43.83 $21.4K - $23.6K
85.7K $3.72M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
15.1K
+ 29.07%
$18.18 - $18.58 $274K - $280K
66.9K $1.24M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.56K
+ 17.69%
$58.01 - $64.46 $207K - $230K
23.7K $1.47M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.2K
+ 32.5%
$68.32 - $75.06 $218K - $240K
13K $973K
MSTR
Microstrategy Inc

Technology
1K
+ 17.53%
$239.27 - $396.5 $240K - $397K
6.72K $1.94M
CMS
Cms Energy Corp

Utilities
142
+ 0.45%
$64.99 - $75.11 $9.23K - $10.7K
32K $2.41M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.16K
+ 18.48%
$82.81 - $92.93 $345K - $387K
26.7K $2.27M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.54K
+ 2.97%
$32.5 - $33.3 $180K - $185K
192K $6.38M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
3.24K
+ 23.05%
$83.91 - $90.87 $272K - $295K
17.3K $1.47M
SGOL
Abrdn Gold ETF Trust

ETFs
5.48K
+ 24.75%
$25.14 - $29.82 $138K - $163K
27.6K $823K
MCK
Mckesson Corp

Healthcare
41
+ 1.77%
$566.21 - $672.99 $23.2K - $27.6K
2.35K $1.58M
KHC
Kraft Heinz CO

Consumer Defensive
9.25K
+ 11.42%
$28.51 - $32.22 $264K - $298K
90.3K $2.75M
PHYS
Sprott Physical Gold Trust

Financial Services
425
+ 0.67%
$20.25 - $24.06 $8.61K - $10.2K
64K $1.54M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.38K
+ 3.18%
$97.38 - $104.52 $135K - $145K
44.9K $4.59M
XLP
Consumer Staples Sector Spdr

ETFs
3.29K
+ 5.12%
N/A
67.6K $5.14M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.24K
+ 19.51%
$56.12 - $68.15 $126K - $153K
13.7K $932K
SBSW
Sibanye Stillwater LTD

Basic Materials
26.7K
+ 31.01%
$3.19 - $4.58 $85.3K - $123K
113K $517K
ITA
Ishares Tr

ETFs
726
+ 4.69%
$144.84 - $159.5 $105K - $116K
16.2K $2.48M
FVAL
Fidelity Covington Tr Value Fa

ETFs
4.45K
+ 22.82%
$58.79 - $65.0 $262K - $289K
23.9K $1.43M
WEC
Wec Energy Group, Inc.

Utilities
501
+ 4.34%
$92.12 - $108.98 $46.2K - $54.6K
12.1K $1.31M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.8K
+ 27.58%
$20.7 - $21.15 $243K - $249K
54.4K $1.13M
IWS
Ishares Russell Midcap Value E

ETFs
2.32K
+ 12.09%
$122.59 - $135.24 $284K - $313K
21.5K $2.71M
CSCO
Cisco Systems, Inc.

Technology
2.12K
+ 5.59%
$58.74 - $64.87 $124K - $137K
40K $2.47M
BP
Bp PLC

Energy
2.42K
+ 7.15%
$29.93 - $35.31 $72.3K - $85.3K
36.2K $1.22M
IYR
Ishares Tr

ETFs
2.28K
+ 99.22%
$89.49 - $98.98 $204K - $225K
4.57K $437K
F
Ford Motor CO

Consumer Cyclical
17.5K
+ 4.76%
$9.12 - $10.43 $160K - $183K
386K $3.87M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.3K
+ 11.38%
$28.55 - $29.09 $208K - $212K
71.4K $2.06M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11K
+ 23.36%
$19.43 - $19.62 $214K - $216K
58.1K $1.14M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.18K
+ 21.62%
$110.9 - $132.93 $353K - $423K
17.9K $2.04M
WMB
Williams Companies, Inc.

Energy
645
+ 2.03%
$54.02 - $61.09 $34.8K - $39.4K
32.4K $1.93M
KR
Kroger CO

Consumer Defensive
731
+ 2.85%
$58.36 - $67.72 $42.7K - $49.5K
26.4K $1.78M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.03K
+ 9.31%
$50.44 - $50.7 $203K - $204K
47.3K $2.4M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.34K
+ 27.2%
$22.11 - $22.43 $206K - $209K
43.7K $978K
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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