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
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
591
+ 1.35%
$22.3 - $22.57 $13.2K - $13.3K
44.3K $995K
PEAK
Healthpeak Properties, Inc.

Real Estate
919
+ 7.17%
N/A
13.7K $260K
ETR
Entergy Corp

Utilities
338
+ 6.41%
$79.01 - $86.61 $26.7K - $29.3K
5.61K $466K
TGTX
Tg Therapeutics, Inc.

Healthcare
3.47K
+ 10.93%
$33.37 - $45.51 $116K - $158K
35.2K $1.27M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
9
+ 0.1%
$35.95 - $42.85 $324 - $386
9.39K $395K
IEF
Ishares Barclays

ETFs
4
+ 0.01%
$93.15 - $96.56 $373 - $386
31.3K $3M
UNM
Unum Group

Financial Services
177
+ 5.04%
$70.48 - $82.91 $12.5K - $14.7K
3.69K $297K
KAPR
Innovator U.S. Small Cap Power

ETFs
51
+ 0.78%
$28.5 - $32.39 $1.45K - $1.65K
6.59K $213K
HTGC
Hercules Capital, Inc.

Financial Services
2.98K
+ 6.37%
$16.24 - $19.1 $48.4K - $56.9K
49.8K $910K
DBND
Doubleline ETF Tr Opportunisti

ETFs
221
+ 3.9%
$45.18 - $46.32 $9.98K - $10.2K
5.88K $271K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
118
+ 1.59%
$43.28 - $50.37 $5.11K - $5.94K
7.55K $378K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
10
+ 0.09%
$47.97 - $54.0 $480 - $540
11.2K $605K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
373
+ 2.09%
$48.13 - $49.85 $18K - $18.6K
18.2K $893K
ESS
Essex Property Trust, Inc.

Real Estate
27
+ 0.67%
N/A
4.08K $1.11M
VICI
Vici Properties Inc.

Real Estate
252
+ 1.42%
$29.41 - $32.97 $7.41K - $8.31K
18K $587K
LGOV
First Tr ETF Iv Long Duration

ETFs
555
+ 0.95%
$20.73 - $21.92 $11.5K - $12.2K
59.1K $1.27M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
86
+ 0.63%
$7.42 - $8.86 $638 - $762
13.7K $121K
APA
Apa Corp

Energy
2.19K
+ 17.72%
$14.03 - $21.24 $30.7K - $46.5K
14.6K $266K
VNQ
Vanguard Specialized Funds Van

ETFs
722
+ 1.85%
$79.79 - $91.42 $57.6K - $66K
39.7K $3.53M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
139
+ 4.77%
$82.14 - $94.68 $11.4K - $13.2K
3.05K $280K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
53
+ 1.62%
$88.49 - $92.4 $4.69K - $4.9K
3.33K $308K
LTC
Ltc Properties Inc

Real Estate
301
+ 5.28%
$32.83 - $36.24 $9.88K - $10.9K
6K $207K
SHW
Sherwin Williams CO

Basic Materials
46
+ 2.51%
$313.51 - $363.51 $14.4K - $16.7K
1.88K $645K
AR
Antero Resources Corp

Energy
156
+ 2.07%
$31.92 - $43.78 $4.98K - $6.83K
7.7K $310K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
1.25K
+ 9.65%
$9.19 - $10.76 $11.5K - $13.5K
14.2K $149K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
60
+ 0.46%
$41.1 - $42.37 $2.47K - $2.54K
13.2K $558K
SCWO
374 Water Inc.

Industrials
33.2K
+ 12.26%
$0.25 - $0.55 $8.3K - $18.3K
304K $97K
PLUG
Plug Power Inc

Industrials
1.02K
+ 4.4%
$0.7 - $1.49 $717 - $1.53K
24.3K $36K
NAT
Nordic American Tankers LTD

Industrials
1.31K
+ 4.01%
N/A
34K $135K
SHYD
Vaneck Short High Yield Muni E

ETFs
11
+ 0.03%
$21.84 - $22.79 $240 - $251
35.8K $809K
JPIB
Jpmorgan International Bond Op

ETFs
1
+ 0.02%
$47.18 - $48.62 $47.2 - $48.6
4.93K $239K
GGB
Gerdau S.A.

Basic Materials
849
+ 5.21%
$2.3 - $3.19 $1.95K - $2.71K
17.2K $50K
GAB
Gabelli Equity Trust Inc

Financial Services
55
+ 0.43%
$4.97 - $5.87 $273 - $323
12.9K $75K
MBB
Ishares Tr

ETFs
27
+ 0.23%
$91.41 - $94.22 $2.47K - $2.54K
12K $1.12M
BBDC
Barings Bdc, Inc.

Financial Services
1.6K
+ 5.8%
$7.89 - $9.51 $12.6K - $15.2K
29.2K $266K
ATO
Atmos Energy Corp

Utilities
31
+ 0.78%
$145.06 - $162.66 $4.5K - $5.04K
3.99K $615K
TPHD
Timothy Plan High Divid Stk Et

ETFs
5
+ 0.04%
$32.99 - $38.01 $165 - $190
11.9K $448K
IGR
Cbre Global Real Estate Income Fund

Financial Services
217
+ 1.11%
$4.33 - $5.29 $940 - $1.15K
19.8K $104K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
3
+ 0.02%
$3.35 - $3.97 $10.1 - $11.9
16.5K $65K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
275
+ 12.2%
$212.1 - $244.27 $58.3K - $67.2K
2.53K $552K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.38K
+ 9.11%
$55.13 - $75.25 $76.1K - $104K
16.5K $1.13M
FRT
Federal Realty Investment Trust

Real Estate
405
+ 3.18%
$83.56 - $99.08 $33.8K - $40.1K
13.2K $1.25M
MARA
Marathon Digital Holdings, Inc.

Financial Services
95
+ 0.89%
N/A
10.7K $241K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.05%
$121.58 - $136.74 $608 - $684
9.75K $1.32M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
202
+ 1.17%
$3.55 - $4.0 $717 - $808
17.4K $69K
AFLG
First Tr Exchange Traded Fd Vi
122K
+ 1084.35%
N/A
134K $0
Maplebear Inc
46
+ 0.31%
N/A
15K $0
Intensity Therapeutics Inc
14.3K
+ 26.13%
N/A
69.2K $0
Trust For Professional Manag
2.46K
+ 14.8%
N/A
19.1K $0
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
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