Sigma Planning Corp Incresed Positions in Q4 2024

Sigma Planning Corp

  • $3.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
1.33K
+ 10.81%
$135.86 - $148.73 $180K - $197K
13.6K $1.91M
COP
Conocophillips

Energy
3.56K
+ 21.74%
$95.12 - $114.72 $338K - $408K
19.9K $1.98M
SCHX
Schwab Strategic Tr Us Large C

ETFs
382K
+ 198.38%
$22.4 - $68.28 $8.55M - $26M
574K $13.3M
VB
Vanguard Small Cap ETF

ETFs
773
+ 3.73%
$233.76 - $261.58 $181K - $202K
21.5K $5.16M
SOXX
Ishares Semiconductor ETF

ETFs
2.61K
+ 12.5%
$211.27 - $239.8 $551K - $626K
23.5K $5.06M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.87K
+ 1.44%
N/A
201K $17.3M
ARCC
Ares Capital Corp

Financial Services
5.03K
+ 3.52%
$20.74 - $22.27 $104K - $112K
148K $3.24M
TRUP
Trupanion, Inc.

Financial Services
4K
+ 49.96%
$41.09 - $56.01 $164K - $224K
12K $578K
FTA
First Tr Large Cap Value

ETFs
3.6K
+ 26.06%
$75.21 - $83.49 $271K - $300K
17.4K $1.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.31K
+ 3.81%
$174.22 - $187.62 $576K - $620K
90.2K $15.8M
LNG
Cheniere Energy, Inc.

Energy
593
+ 20.76%
$181.07 - $225.92 $107K - $134K
3.45K $741K
RUM
Rumble Inc.

Technology
3.99K
+ 17.83%
$5.18 - $16.27 $20.6K - $64.8K
26.3K $342K
FRT
Federal Realty Investment Trust

Real Estate
2.23K
+ 22.06%
$109.55 - $117.53 $244K - $262K
12.3K $1.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.44K
+ 11.32%
$77.25 - $91.3 $111K - $132K
14.2K $1.21M
VERX
Vertex, Inc.

Technology
1.42K
+ 14.98%
$39.21 - $56.92 $55.7K - $80.9K
10.9K $581K
USTB
Victory Portfolios Ii Victorys

ETFs
4.42K
+ 28.24%
$50.06 - $50.85 $221K - $225K
20.1K $1.01M
SVOL
Simplify ETF Simplify Volatili

ETFs
10.8K
+ 70.4%
$20.4 - $21.93 $220K - $237K
26.1K $543K
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.1K
+ 34.61%
$45.83 - $48.07 $234K - $245K
19.8K $912K
DELL
Dell Technologies Inc.

Technology
1.97K
+ 25.12%
$111.96 - $144.21 $221K - $284K
9.82K $1.13M
TMUS
T Mobile Us, Inc.

Communication Services
396
+ 5.08%
$206.1 - $246.94 $81.6K - $97.8K
8.19K $1.81M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.27K
+ 22.54%
$74.68 - $81.45 $319K - $347K
23.2K $1.73M
CTAS
Cintas Corp

Industrials
1.41K
+ 48.11%
$182.7 - $226.47 $257K - $319K
4.34K $792K
VDC
Vanguard Consumer Staples ETF

ETFs
1.16K
+ 14.84%
$210.96 - $223.62 $245K - $259K
8.98K $1.9M
MASI
Masimo Corp

Healthcare
600
+ 21.7%
$132.43 - $177.7 $79.5K - $107K
3.37K $556K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.43K
+ 3.63%
$55.86 - $60.21 $136K - $146K
69.5K $3.98M
ADP
Automatic Data Processing Inc

Industrials
313
+ 5.46%
$280.08 - $307.97 $87.7K - $96.4K
6.04K $1.77M
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.35K
+ 14.17%
$37.15 - $41.12 $199K - $220K
43.1K $1.63M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.61K
+ 26.76%
$79.93 - $88.06 $288K - $318K
17.1K $1.37M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.65K
+ 23.86%
$65.08 - $73.72 $173K - $196K
13.8K $910K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.11K
+ 29.67%
$89.9 - $100.66 $190K - $212K
9.22K $833K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.56K
+ 68.85%
$54.6 - $68.9 $140K - $177K
6.28K $379K
NRZ
New Residential Investment Corp.

Real Estate
22.9K
+ 30.71%
N/A
97.6K $707K
CDNS
Cadence Design Systems Inc

Technology
348
+ 17.21%
$249.1 - $324.54 $86.7K - $113K
2.37K $712K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
48
+ 0.69%
$107.98 - $143.92 $5.18K - $6.91K
7.03K $943K
HUM
Humana Inc

Healthcare
800
+ 121.95%
$233.89 - $304.18 $187K - $243K
1.46K $369K
TDIV
First Trust Nasdaq Technology

ETFs
4.4K
+ 4.31%
$78.03 - $82.13 $343K - $361K
107K $8.36M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
3.12K
+ 6.36%
$35.71 - $38.39 $111K - $120K
52.2K $1.93M
CUE
Cue Biopharma, Inc.

Healthcare
45.9K
+ 11.42%
$0.71 - $1.88 $32.6K - $86.2K
447K $460K
SRLN
Ssga Active Trust

ETFs
3.73K
+ 9.07%
$41.48 - $42.08 $155K - $157K
44.8K $1.87M
KHC
Kraft Heinz CO

Consumer Defensive
14.5K
+ 21.82%
$30.1 - $36.02 $437K - $523K
81K $2.49M
BEN
Franklin Resources Inc

Financial Services
7.19K
+ 41.84%
$19.35 - $22.76 $139K - $164K
24.4K $494K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
23.5K
+ 15.5%
$11.42 - $12.5 $268K - $293K
175K $2.02M
ITA
Ishares Tr

ETFs
1.4K
+ 9.98%
$144.31 - $157.31 $203K - $221K
15.5K $2.25M
OKE
Oneok Inc

Energy
213
+ 1.63%
$92.28 - $117.05 $19.7K - $24.9K
13.3K $1.34M
CAH
Cardinal Health Inc

Healthcare
413
+ 3.61%
$107.89 - $125.33 $44.6K - $51.8K
11.8K $1.4M
SCHW
Schwab Charles Corp

Financial Services
909
+ 11.89%
$63.31 - $82.85 $57.5K - $75.3K
8.55K $632K
LQDA
Liquidia Corp

Healthcare
2.12K
+ 3.35%
$9.82 - $11.8 $20.8K - $25K
65.2K $766K
FPE
First Tr Pfd Secs & Income ETF

ETFs
15.9K
+ 4.4%
$17.65 - $18.18 $280K - $288K
376K $6.66M
CME
Cme Group Inc.

Financial Services
30
+ 0.28%
$221.17 - $246.02 $6.64K - $7.38K
10.7K $2.48M
Activity Summary
Buys All Purchases 570 New Holdings 70 Increased Positions 500 Sells All Sells 557 Reductions 557 Sold out 0 Options Calls 1 Puts 2
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