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
JBL
Jabil Inc

Technology
197
+ 12.56%
$130.51 - $173.33 $25.7K - $34.1K
1.77K $240K
TPHD
Timothy Plan High Divid Stk Et

ETFs
4
+ 0.03%
$36.09 - $38.27 $144 - $153
11.9K $445K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
57
+ 1.86%
$114.57 - $118.14 $6.53K - $6.73K
3.13K $369K
NRZ
New Residential Investment Corp.

Real Estate
2.05K
+ 2.1%
N/A
99.6K $722K
MFC
Manulife Financial Corp

Financial Services
306
+ 3.79%
$28.41 - $31.82 $8.69K - $9.74K
8.38K $261K
BDX
Becton Dickinson & CO

Healthcare
53
+ 5.71%
$222.79 - $249.08 $11.8K - $13.2K
982 $224K
FLRN
Spdr Bloomberg Investment Grad

ETFs
325
+ 0.7%
$30.71 - $30.87 $9.98K - $10K
46.7K $1.44M
IRM
Iron Mountain Inc

Real Estate
868
+ 26.53%
$82.79 - $111.31 $71.9K - $96.6K
4.14K $356K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
500
+ 4.02%
$10.35 - $11.79 $5.18K - $5.9K
13K $144K
RWL
Invesco Exchange Traded Fd Tr

ETFs
78
+ 2.88%
$96.9 - $104.39 $7.56K - $8.14K
2.79K $277K
IGR
Cbre Global Real Estate Income Fund

Financial Services
805
+ 4.28%
$4.79 - $5.34 $3.86K - $4.3K
19.6K $101K
CDE
Coeur Mining, Inc.

Basic Materials
623
+ 1.7%
$5.02 - $7.29 $3.13K - $4.54K
37.3K $220K
LTRN
Lantern Pharma Inc.

Healthcare
200
+ 0.7%
$3.3 - $5.42 $660 - $1.08K
28.7K $101K
SHV
Ishares Tr

ETFs
69
+ 1.04%
$110.11 - $110.51 $7.6K - $7.63K
6.71K $741K
JPEM
Jp Morgan Diversified Return

ETFs
14
+ 0.14%
$50.81 - $54.04 $711 - $757
9.81K $517K
AOR
Ishares Tr Core Growth Allocat

ETFs
77
+ 0.46%
$56.63 - $59.39 $4.36K - $4.57K
16.7K $962K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
453
+ 4.46%
$25.12 - $26.05 $11.4K - $11.8K
10.6K $267K
BMAR
Innovator U.S. Equity Buffer E

ETFs
337
+ 3.0%
$44.99 - $47.69 $15.2K - $16.1K
11.6K $527K
GAB
Gabelli Equity Trust Inc

Financial Services
1.06K
+ 8.92%
$5.36 - $5.67 $5.65K - $5.98K
12.9K $71K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
688
+ 4.94%
$70.83 - $76.62 $48.7K - $52.7K
14.6K $1.04M
EW
Edwards Lifesciences Corp

Healthcare
191
+ 4.94%
$67.95 - $76.19 $13K - $14.6K
4.06K $293K
AIQ
Global X Funds Global X Artifi

ETFs
728
+ 8.26%
$36.38 - $42.77 $26.5K - $31.1K
9.54K $347K
COF
Capital One Financial Corp

Financial Services
29
+ 2.46%
$163.87 - $209.82 $4.75K - $6.08K
1.21K $216K
CARR
Carrier Global Corp

Industrials
1.08K
+ 8.33%
$62.07 - $70.55 $66.8K - $75.9K
14K $887K
OXSQ
Oxford Square Capital Corp.

Financial Services
265
+ 1.31%
$2.51 - $2.85 $665 - $755
20.5K $53K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
3.34K
+ 10.99%
$8.46 - $9.3 $28.2K - $31K
33.7K $285K
GWW
W.W. Grainger, Inc.

Industrials
17
+ 7.69%
$953.54 - $1132.42 $16.2K - $19.3K
238 $235K
JNK
Spdr Bloomberg High Yield Bond

ETFs
25
+ 1.07%
$94.86 - $97.12 $2.37K - $2.43K
2.35K $224K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
783
+ 5.84%
$12.24 - $13.31 $9.58K - $10.4K
14.2K $173K
PLG
Platinum Group Metals LTD

Basic Materials
2K
+ 8.51%
$1.12 - $1.44 $2.24K - $2.88K
25.5K $31K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4
+ 0.03%
$7.89 - $8.07 $31.6 - $32.3
12.5K $99K
SB
Safe Bulkers, Inc.

Industrials
14
+ 0.12%
$3.31 - $3.9 $46.3 - $54.6
11.8K $43K
SHYD
Vaneck Short High Yield Muni E

ETFs
7
+ 0.02%
$22.46 - $22.9 $157 - $160
35.8K $805K
Amplify ETF Tr
3.42K
+ 9.73%
N/A
38.5K $0
Amplify ETF Tr
1
+ 0.04%
N/A
2.84K $0
Flagstar Financial Inc
875
+ 4.77%
N/A
19.2K $0
Innovator Etfs Trust
265
+ 3.01%
N/A
9.06K $0
Innovator Etfs Trust
965
+ 14.09%
N/A
7.82K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
2.29K
+ 22.62%
N/A
12.4K $0
Trust For Professional Manag
4.34K
+ 35.33%
N/A
16.6K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
1.74K
+ 5.74%
N/A
32K $0
Biohaven LTD
2.66K
+ 32.45%
N/A
10.9K $0
Innovator Etfs Trust
237
+ 1.94%
N/A
12.5K $0
Ge Vernova Inc
6.86K
+ 161.85%
N/A
11.1K $0
Innovator Etfs Trust
63.1K
+ 111.66%
N/A
120K $0
PSL
Invesco Dwa Consumer Staples M
230
+ 7.92%
N/A
3.13K $0
Innovator Etfs Trust
546
+ 8.91%
N/A
6.67K $0
Super Micro Computer Inc
8.74K
+ 60.93%
N/A
23.1K $0
AVUS
American Centy ETF Tr Avantis

ETFs
188
+ 4.99%
$90.7 - $101.57 $17.1K - $19.1K
3.96K $365K
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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