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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-22.5K
- 30.19%
$32.0 - $39.87 $721K - $898K
52.1K $2.07M
PULS
Pgim ETF Tr

ETFs
-14.4K
- 12.83%
$49.39 - $49.76 $713K - $718K
98K $4.88M
HDV
Ishares Core High Dividend ETF

ETFs
-3.97K
- 6.76%
$108.41 - $120.51 $431K - $479K
54.8K $6.42M
VZ
Verizon Communications Inc

Communication Services
-5.94K
- 3.09%
$41.67 - $45.62 $247K - $271K
186K $8.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-10.4K
- 17.84%
$108.12 - $135.04 $1.12M - $1.4M
47.9K $6.46M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.67K
- 11.22%
$83.97 - $92.85 $476K - $526K
44.9K $3.96M
VTV
Vanguard Value ETF

ETFs
-5.21K
- 6.94%
$153.67 - $176.74 $801K - $922K
69.9K $12.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-617
- 15.47%
$390.26 - $489.06 $241K - $302K
3.37K $1.37M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-3.95K
- 4.79%
$61.03 - $67.59 $241K - $267K
78.6K $5.03M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-52.8K
- 63.18%
$10.78 - $11.28 $569K - $595K
30.7K $342K
HD
Home Depot, Inc.

Consumer Cyclical
-1.55K
- 4.06%
$335.24 - $380.78 $519K - $590K
36.6K $13.4M
TT
Trane Technologies PLC

Industrials
-3.02K
- 39.58%
$315.21 - $437.41 $951K - $1.32M
4.61K $2.01M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-17.1K
- 47.54%
$32.66 - $40.75 $557K - $695K
18.8K $762K
PFE
Pfizer Inc

Healthcare
-14.2K
- 7.87%
$21.59 - $24.84 $306K - $352K
166K $4.02M
DTE
Dte Energy CO

Utilities
-1.6K
- 2.85%
$127.39 - $139.49 $203K - $223K
54.4K $7.21M
DUK
Duke Energy Corp

Utilities
-3.06K
- 6.91%
$112.46 - $124.05 $344K - $379K
41.2K $4.86M
FDN
First Tr Fd Dow Jones

ETFs
-4.18K
- 33.16%
$200.29 - $269.33 $838K - $1.13M
8.43K $2.27M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-10.1K
- 44.22%
$46.92 - $55.01 $474K - $555K
12.7K $691K
MO
Altria Group, Inc.

Consumer Defensive
-7.06K
- 9.81%
$55.56 - $60.91 $392K - $430K
64.9K $3.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.95K
- 14.64%
$114.78 - $133.31 $568K - $659K
28.8K $3.85M
SO
Southern CO

Utilities
-5.2K
- 9.86%
$84.91 - $92.56 $442K - $481K
47.6K $4.37M
NEE
Nextera Energy Inc

Utilities
-4.62K
- 4.22%
$64.11 - $75.0 $296K - $347K
105K $7.27M
IWM
Ishares Russell 2000 ETF

ETFs
-3.8K
- 17.94%
$174.82 - $215.79 $665K - $821K
17.4K $3.75M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.19K
- 6.63%
$210.83 - $235.28 $252K - $281K
16.8K $3.73M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-8.69K
- 20.72%
$73.7 - $90.98 $640K - $791K
33.2K $3.02M
CPRT
Copart Inc

Consumer Cyclical
-5.16K
- 18.99%
$47.72 - $63.84 $246K - $329K
22K $1.08M
COP
Conocophillips

Energy
-1.69K
- 8.98%
$82.66 - $106.1 $140K - $179K
17.1K $1.54M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.92K
- 2.76%
$96.84 - $99.46 $476K - $489K
174K $17.2M
KHC
Kraft Heinz CO

Consumer Defensive
-539
- 0.6%
$25.61 - $30.81 $13.8K - $16.6K
89.8K $2.32M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-7.15K
- 7.27%
$59.8 - $60.07 $428K - $429K
91.1K $5.46M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-16.1K
- 42.08%
$27.65 - $36.12 $446K - $582K
22.2K $801K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-3.09K
- 54.16%
$90.21 - $112.66 $278K - $348K
2.61K $238K
MDIV
First Trust Multi Asset Divers

ETFs
-22.9K
- 31.04%
$14.96 - $16.41 $342K - $375K
50.8K $802K
TRV
Travelers Companies, Inc.

Financial Services
-1.59K
- 16.56%
$233.83 - $276.34 $372K - $439K
8K $2.14M
CLX
Clorox CO

Consumer Defensive
-824
- 7.62%
$118.01 - $148.69 $97.2K - $123K
9.99K $1.2M
IYH
Ishares Tr

ETFs
-5.38K
- 26.59%
$53.97 - $60.17 $290K - $324K
14.8K $838K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-21.5K
- 21.66%
$27.46 - $33.2 $589K - $712K
77.6K $2.58M
DVN
Devon Energy Corp

Energy
-8.31K
- 42.01%
$26.8 - $37.92 $223K - $315K
11.5K $364K
CMCSA
Comcast Corp

Communication Services
-9.18K
- 30.48%
$32.84 - $36.72 $301K - $337K
20.9K $746K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-8.22K
- 4.92%
$49.73 - $51.44 $409K - $423K
159K $8.18M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-63.9K
- 86.41%
$3.95 - $5.16 $252K - $330K
10.1K $46K
AMT
American Tower Corp

Real Estate
-1.68K
- 35.74%
$203.96 - $228.19 $343K - $384K
3.02K $668K
KMB
Kimberly Clark Corp

Consumer Defensive
-773
- 4.02%
$126.84 - $145.22 $98K - $112K
18.4K $2.38M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.86K
- 23.58%
$91.43 - $91.74 $353K - $354K
12.5K $1.15M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-11.2K
- 16.61%
$35.77 - $42.27 $401K - $474K
56.3K $2.38M
DVY
Ishares Tr

ETFs
-2.35K
- 10.2%
$118.37 - $134.86 $279K - $317K
20.7K $2.75M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-6.46K
- 1.84%
$50.1 - $51.02 $324K - $330K
345K $17.6M
ET
Energy Transfer LP

Energy
-15K
- 10.58%
$15.65 - $18.93 $235K - $284K
127K $2.3M
EOG
Eog Resources Inc

Energy
-2.36K
- 37.63%
$104.61 - $129.97 $246K - $306K
3.9K $466K
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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