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
KKR
Kkr & Co. Inc.

Financial Services
109
+ 1.68%
$129.87 - $162.87 $14.2K - $17.8K
6.6K $975K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
373
+ 91.2%
$701.85 - $1046.91 $262K - $390K
782 $557K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
3.26K
+ 58.05%
$37.46 - $43.08 $122K - $141K
8.88K $338K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.65K
+ 28.91%
$90.42 - $94.5 $149K - $156K
7.37K $666K
FICS
First Tr Exchange Traded Fd Vi

ETFs
5.07K
+ 36.4%
$33.95 - $37.2 $172K - $188K
19K $644K
TGRW
T Rowe Price Exchange Traded F

Technology
2.66K
+ 34.51%
$37.03 - $41.54 $98.6K - $111K
10.4K $413K
GLW
Corning Inc

Technology
2.04K
+ 19.3%
$44.11 - $49.76 $89.9K - $101K
12.6K $598K
ENB
Enbridge Inc

Energy
354
+ 0.61%
$40.4 - $43.92 $14.3K - $15.5K
58.7K $2.49M
TROW
Price T Rowe Group Inc

Financial Services
575
+ 4.2%
$106.48 - $124.69 $61.2K - $71.7K
14.3K $1.61M
EMLP
First Tr Exchange Traded Iv

ETFs
454
+ 0.9%
$33.69 - $38.24 $15.3K - $17.4K
50.9K $1.81M
JPEM
Jp Morgan Diversified Return

ETFs
2.89K
+ 41.89%
$51.88 - $57.84 $150K - $167K
9.79K $508K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.22%
$4100.99 - $5300.34 $12.3K - $15.9K
138 $685K
FMAG
Fidelity Covington Tr

ETFs
3.47K
+ 22.27%
$30.3 - $32.46 $105K - $113K
19.1K $590K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.99K
+ 5.58%
$54.54 - $61.04 $109K - $122K
37.7K $2.1M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.74K
+ 8.79%
$30.67 - $30.84 $115K - $115K
46.3K $1.42M
CMI
Cummins Inc

Industrials
184
+ 10.03%
$324.93 - $383.42 $59.8K - $70.5K
2.02K $703K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
119
+ 1.35%
$198.04 - $221.51 $23.6K - $26.4K
8.91K $1.88M
VOOV
Vanguard S&P 500 Value ETF

ETFs
620
+ 57.35%
$184.21 - $199.29 $114K - $124K
1.7K $313K
PPA
Invesco Exchange Traded Fd Tr

ETFs
976
+ 3.88%
$113.79 - $124.5 $111K - $122K
26.1K $3M
APO
Apollo Global Management, Inc.

Financial Services
16
+ 0.63%
$131.36 - $178.61 $2.1K - $2.86K
2.56K $422K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
4.7K
+ 25.0%
$23.03 - $23.33 $108K - $110K
23.5K $544K
RWK
Invesco Exchange Traded Fd Tr

ETFs
903
+ 4.68%
$114.67 - $126.49 $104K - $114K
20.2K $2.35M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.48K
+ 8.26%
$23.25 - $23.37 $104K - $105K
58.7K $1.37M
ITW
Illinois Tool Works Inc

Industrials
544
+ 11.73%
$253.56 - $278.5 $138K - $152K
5.18K $1.31M
HTGC
Hercules Capital, Inc.

Financial Services
3.9K
+ 8.92%
$18.53 - $20.22 $72.2K - $78.8K
47.6K $956K
ESTC
Elastic N.V.

Technology
139
+ 3.67%
$75.01 - $116.22 $10.4K - $16.2K
3.93K $389K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
6.66K
+ 12.77%
$11.34 - $12.27 $75.5K - $81.7K
58.8K $702K
IXC
Ishares Tr Global Energy ETF

ETFs
9.32K
+ 8.16%
$36.95 - $43.06 $345K - $401K
124K $4.72M
SLVM
Sylvamo Corp

Basic Materials
1.83K
+ 24.17%
$78.56 - $95.69 $143K - $175K
9.38K $740K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.43K
+ 8.39%
$65.67 - $69.79 $93.7K - $99.6K
18.4K $1.24M
GLDM
World Gold Trust

ETFs
1.79K
+ 20.22%
$50.76 - $55.23 $91K - $99K
10.7K $554K
PR
Permian Resources Corporation

Energy
5.02K
+ 22.59%
$13.41 - $16.21 $67.3K - $81.4K
27.2K $391K
FNDX
Schwab Fundamental U S Large C

ETFs
23.5K
+ 241.88%
$23.49 - $71.77 $551K - $1.68M
33.1K $784K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
696
+ 2.8%
$238.25 - $261.28 $166K - $182K
25.6K $6.19M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5K
+ 11.87%
$19.42 - $19.76 $97K - $98.7K
47.1K $917K
IBKR
Interactive Brokers Group, Inc.

Financial Services
142
+ 8.8%
$138.3 - $192.95 $19.6K - $27.4K
1.76K $310K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.81K
+ 4.37%
$32.65 - $33.68 $255K - $263K
186K $6.11M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.07K
+ 4.4%
$20.6 - $20.71 $83.7K - $84.2K
96.5K $1.99M
FRPT
Freshpet, Inc.

Consumer Defensive
161
+ 3.09%
$132.54 - $156.76 $21.3K - $25.2K
5.38K $796K
WELL
Welltower Inc.

Real Estate
752
+ 13.61%
$123.11 - $139.3 $92.6K - $105K
6.28K $790K
FDRR
Fidelity Covington Tr Divid Et

ETFs
1.61K
+ 23.75%
$50.93 - $53.77 $81.8K - $86.4K
8.37K $430K
DFS
Discover Financial Services

Financial Services
47
+ 2.09%
$136.3 - $182.67 $6.41K - $8.59K
2.3K $397K
AVUV
American Centy ETF Tr Avantis

ETFs
654
+ 2.13%
$94.37 - $106.41 $61.7K - $69.6K
31.4K $3.03M
IETC
Ishares U S ETF Tr

ETFs
530
+ 11.11%
$77.24 - $89.31 $40.9K - $47.3K
5.3K $452K
MPLX
Mplx LP

Energy
1.17K
+ 17.96%
$43.77 - $51.66 $51.3K - $60.5K
7.69K $368K
IGM
Ishares Expanded Tech Sector E

ETFs
452
+ 8.59%
$94.19 - $106.95 $42.6K - $48.3K
5.71K $583K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.11K
+ 12.97%
$48.17 - $53.38 $150K - $166K
27.1K $1.32M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
717
+ 3.45%
$50.52 - $56.61 $36.2K - $40.6K
21.5K $1.14M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
685
+ 5.34%
$103.6 - $112.52 $71K - $77.1K
13.5K $1.42M
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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