Sigma Planning Corp Reduced Holdings in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGLB
Ishares 10+ Year Investment Gr

ETFs
-344K
- 98.39%
$48.32 - $51.22 $16.6M - $17.6M
5.62K $282K
IVV
Ishares Core S&P 500 ETF

ETFs
-10.7K
- 3.22%
$554.06 - $615.85 $5.94M - $6.61M
323K $181M
IVW
Ishares S&P 500 Growth ETF

ETFs
-53.8K
- 11.44%
$92.45 - $106.69 $4.98M - $5.74M
417K $38.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.22K
- 1.6%
$468.34 - $539.52 $1.04M - $1.2M
136K $63.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-155K
- 67.31%
$42.4 - $44.11 $6.57M - $6.83M
75.3K $3.3M
GOOG
Alphabet Inc.

Communication Services
-566
- 0.39%
$156.06 - $207.71 $88.3K - $118K
146K $22.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17.1K
- 8.57%
$102.49 - $119.96 $1.75M - $2.05M
183K $19.1M
IOO
Ishares Tr Global 100 ETF

ETFs
-30.8K
- 21.89%
$96.2 - $105.12 $2.97M - $3.24M
110K $10.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8.49K
- 0.9%
$24.91 - $29.02 $212K - $246K
935K $23.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-34K
- 6.28%
$53.6 - $58.97 $1.82M - $2M
507K $27.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-19.4K
- 5.11%
$57.21 - $65.8 $1.11M - $1.27M
360K $21M
CRM
Salesforce, Inc.

Technology
-2.75K
- 10.72%
$268.36 - $359.95 $737K - $989K
22.9K $6.14M
FSK
Fs Kkr Capital Corp

Financial Services
-83.7K
- 40.32%
$20.47 - $24.06 $1.71M - $2.01M
124K $2.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9.74K
- 10.8%
$169.43 - $182.84 $1.65M - $1.78M
80.4K $13.9M
IWM
Ishares Russell 2000 ETF

ETFs
-5.3K
- 20.0%
$198.1 - $229.79 $1.05M - $1.22M
21.2K $4.23M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-14.3K
- 25.48%
$81.62 - $96.63 $1.17M - $1.39M
41.9K $3.49M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-21.1K
- 43.75%
$47.79 - $59.89 $1.01M - $1.26M
27.1K $1.36M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-7.66K
- 14.16%
$121.0 - $142.28 $926K - $1.09M
46.4K $5.78M
VRT
Vertiv Holdings CO

Industrials
-17.2K
- 67.61%
N/A
8.25K $715K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-28.6K
- 56.7%
$49.78 - $53.19 $1.42M - $1.52M
21.8K $1.11M
CAT
Caterpillar Inc

Industrials
-1.44K
- 5.46%
$326.75 - $407.63 $470K - $586K
24.9K $8.22M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-15.6K
- 7.72%
N/A
186K $16M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-29.2K
- 5.09%
$21.75 - $24.28 $635K - $709K
545K $12M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-11.3K
- 43.27%
$113.59 - $123.29 $1.29M - $1.39M
14.8K $1.73M
USXF
Ishares Esg Advanced Msci Usa

Technology
-24.8K
- 69.66%
$46.38 - $52.65 $1.15M - $1.31M
10.8K $504K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-15.6K
- 17.29%
$36.64 - $45.76 $572K - $714K
74.6K $2.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
-14.9K
- 31.4%
$79.17 - $82.04 $1.18M - $1.22M
32.5K $2.66M
AMD
Advanced Micro Devices Inc

Technology
-3.42K
- 8.18%
$96.63 - $129.55 $330K - $443K
38.4K $3.94M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-2.29K
- 7.38%
$161.27 - $192.3 $370K - $441K
28.8K $4.64M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-91.4K
- 52.27%
$11.22 - $11.8 $1.03M - $1.08M
83.5K $936K
DLR
Digital Realty Trust, Inc.

Real Estate
-3.83K
- 24.69%
$142.1 - $183.56 $545K - $704K
11.7K $1.68M
MAR
Marriott International Inc

Consumer Cyclical
-3.38K
- 51.12%
$237.01 - $304.45 $800K - $1.03M
3.23K $768K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-23.3K
- 78.61%
$40.03 - $46.81 $932K - $1.09M
6.34K $258K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-19.7K
- 19.3%
$65.44 - $70.64 $1.29M - $1.39M
82.6K $5.64M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.05K
- 4.12%
$211.47 - $267.17 $222K - $281K
24.5K $5.18M
XPO
Xpo Logistics, Inc.

Industrials
-5.12K
- 26.91%
$106.12 - $148.16 $543K - $758K
13.9K $1.49M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-7.66K
- 39.81%
$113.13 - $127.79 $867K - $979K
11.6K $1.31M
MUB
Ishares National Muni Bond ETF

ETFs
-7.65K
- 5.76%
$104.71 - $107.69 $801K - $823K
125K $13.2M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-39.6K
- 67.45%
$23.29 - $23.38 $921K - $925K
19.1K $446K
SKYY
First Trust Cloud Computing Et

ETFs
-5.74K
- 35.15%
$102.23 - $131.18 $587K - $753K
10.6K $1.08M
DIS
Walt Disney CO

Communication Services
-3.04K
- 7.08%
$96.87 - $114.0 $295K - $347K
39.9K $3.94M
IGV
Ishares Expanded Tech Software

ETFs
-3.37K
- 7.12%
$88.3 - $107.83 $298K - $364K
44K $3.92M
FNDF
Schwab Fundamental Intl Large

ETFs
-28.9K
- 38.1%
$32.9 - $37.45 $952K - $1.08M
47K $1.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.89K
- 36.08%
$283.24 - $338.07 $818K - $977K
5.12K $1.51M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-5.76K
- 26.05%
$117.4 - $131.02 $676K - $755K
16.4K $1.96M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.7K
- 17.05%
$408.78 - $448.82 $693K - $761K
8.25K $3.47M
SWK
Stanley Black & Decker, Inc.

Industrials
-9.27K
- 59.13%
$76.43 - $90.41 $708K - $838K
6.41K $492K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.92K
- 4.77%
$120.29 - $134.6 $351K - $393K
58.3K $7.11M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-3.03K
- 2.3%
$69.69 - $79.99 $211K - $243K
129K $9.2M
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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