Sigma Planning Corp Reduced Holdings in Q2 2025

Sigma Planning Corp

  • $3.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-43K
- 6.19%
$172.42 - $223.89 $7.42M - $9.63M
652K $134M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.47K
- 12.43%
$483.48 - $539.8 $3.61M - $4.03M
52.6K $25.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-68.2K
- 36.69%
N/A
118K $10.1M
FV
First Trust Dorsey Wright Focu

ETFs
-103K
- 69.44%
$48.43 - $59.26 $4.96M - $6.07M
45.1K $2.67M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-162K
- 29.15%
$29.52 - $35.31 $4.8M - $5.74M
395K $13.9M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-173K
- 31.56%
$27.3 - $31.8 $4.72M - $5.5M
375K $11.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-75.5K
- 14.89%
$47.46 - $55.3 $3.58M - $4.17M
431K $23.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-64.5K
- 54.19%
$61.92 - $81.5 $4M - $5.26M
54.6K $4.44M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-23.5K
- 29.24%
$152.93 - $181.74 $3.6M - $4.27M
56.9K $10.3M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-97.7K
- 94.69%
$33.46 - $38.01 $3.27M - $3.71M
5.48K $208K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-131K
- 52.01%
$24.48 - $24.9 $3.2M - $3.26M
121K $3M
COST
Costco Wholesale Corp

Consumer Defensive
-3.75K
- 19.31%
$908.13 - $1056.85 $3.41M - $3.97M
15.7K $15.5M
XLV
Select Sector Spdr Fund Health

ETFs
-13.5K
- 22.72%
$128.77 - $144.3 $1.74M - $1.95M
46.1K $6.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-17.9K
- 23.72%
$152.42 - $182.82 $2.72M - $3.26M
57.4K $10.5M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-48.1K
- 33.91%
$48.5 - $49.35 $2.33M - $2.38M
93.8K $4.62M
TDIV
First Trust Nasdaq Technology

ETFs
-43.9K
- 38.43%
$64.41 - $90.17 $2.83M - $3.96M
70.4K $6.35M
SOXX
Ishares Semiconductor ETF

ETFs
-13.5K
- 57.83%
$154.86 - $239.07 $2.09M - $3.23M
9.84K $2.35M
FTCS
First Trust Capital Strength E

ETFs
-19.3K
- 25.65%
$81.6 - $92.39 $1.57M - $1.78M
55.9K $5.08M
CVX
Chevron Corp

Energy
-1.09K
- 1.95%
$133.73 - $168.51 $146K - $184K
54.9K $7.86M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-19.1K
- 77.66%
$72.12 - $76.23 $1.37M - $1.45M
5.48K $416K
GILD
Gilead Sciences, Inc.

Healthcare
-12.4K
- 31.61%
$96.91 - $113.0 $1.2M - $1.4M
26.8K $2.97M
TCHP
T Rowe Price Exchange Traded F

Technology
-40.5K
- 69.04%
$34.07 - $45.35 $1.38M - $1.84M
18.2K $823K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-22.2K
- 9.76%
$51.14 - $57.0 $1.13M - $1.26M
205K $11.7M
JNJ
Johnson & Johnson

Healthcare
-3.56K
- 6.01%
$146.36 - $159.82 $521K - $569K
55.7K $8.5M
FSIG
First Tr ETF Iv LTD Duration I
-68.9K
- 47.85%
$18.77 - $19.14 $1.29M - $1.32M
75.1K $1.44M
XLP
Consumer Staples Sector Spdr

ETFs
-16.1K
- 23.77%
N/A
51.5K $3.92M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-17.8K
- 72.46%
$60.34 - $74.89 $1.07M - $1.33M
6.76K $506K
EDOW
First Tr Exchange Traded Fd

ETFs
-31.1K
- 60.61%
$32.19 - $38.33 $1M - $1.19M
20.2K $773K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-12.7K
- 74.87%
$75.29 - $91.16 $959K - $1.16M
4.27K $385K
XOM
Exxon Mobil Corp

Energy
-253
- 0.29%
$99.93 - $119.04 $25.3K - $30.1K
86.7K $9.35M
SPG
Simon Property Group Inc

Real Estate
-5.86K
- 65.96%
$140.37 - $171.44 $823K - $1M
3.03K $486K
EMLP
First Tr Exchange Traded Iv

ETFs
-26.2K
- 32.99%
$33.62 - $37.89 $882K - $994K
53.3K $2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-58.2K
- 40.39%
$14.97 - $16.79 $871K - $977K
85.9K $1.44M
DHR
Danaher Corp

Healthcare
-4.39K
- 38.92%
$174.64 - $205.16 $767K - $901K
6.89K $1.36M
LMT
Lockheed Martin Corp

Industrials
-2.4K
- 23.04%
$430.82 - $486.45 $1.03M - $1.17M
8.02K $3.71M
NI
Nisource Inc.

Utilities
-23.5K
- 49.52%
$37.11 - $40.64 $874K - $957K
24K $968K
PG
Procter & Gamble CO

Consumer Defensive
-1.75K
- 2.95%
$157.66 - $172.39 $276K - $302K
57.6K $9.18M
FTA
First Tr Large Cap Value

ETFs
-12.2K
- 55.83%
$67.12 - $78.63 $816K - $956K
9.62K $756K
LLY
Eli Lilly & CO

Healthcare
-158
- 0.95%
$713.71 - $898.95 $113K - $142K
16.5K $12.9M
AMGN
Amgen Inc

Healthcare
-1.25K
- 7.35%
$262.28 - $309.85 $327K - $386K
15.7K $4.39M
PPC
Pilgrims Pride Corp

Consumer Defensive
-14.8K
- 67.13%
$44.55 - $56.26 $658K - $831K
7.23K $325K
MUB
Ishares National Muni Bond ETF

ETFs
-7.2K
- 5.76%
$102.31 - $105.8 $737K - $762K
118K $12.3M
XLE
Energy Sector Spdr

ETFs
-3.02K
- 4.43%
$76.44 - $94.13 $231K - $284K
65.1K $5.52M
FTLS
First Tr Long/Short Equity ETF

ETFs
-14.8K
- 23.24%
$60.06 - $66.28 $889K - $981K
48.9K $3.24M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-18.2K
- 43.52%
$50.08 - $63.14 $911K - $1.15M
23.6K $1.49M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-18.4K
- 24.39%
$42.72 - $44.24 $784K - $812K
56.9K $2.5M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-51.1K
- 60.43%
$11.11 - $14.46 $568K - $739K
33.5K $418K
DOW
Dow Inc.

Basic Materials
-7.47K
- 10.87%
$25.81 - $34.89 $193K - $261K
61.3K $1.62M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-11.5K
- 21.43%
$82.17 - $99.96 $946K - $1.15M
42.2K $4.15M
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
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