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
TSCO
Tractor Supply CO

Consumer Cyclical
-14.5K
- 59.24%
$51.66 - $57.94 $748K - $839K
9.96K $548K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-1.32K
- 12.53%
$63.82 - $127.89 $84.3K - $169K
9.22K $588K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.18K
- 43.55%
$65.15 - $91.81 $402K - $567K
8K $522K
SOXX
Ishares Semiconductor ETF

ETFs
-149
- 0.63%
$188.17 - $235.81 $28K - $35.1K
23.3K $4.39M
HYG
Ishares Tr

ETFs
-8.19K
- 44.82%
$78.51 - $80.11 $643K - $656K
10.1K $795K
COIN
Coinbase Global, Inc.

Technology
-2.14K
- 61.03%
$172.23 - $301.3 $369K - $645K
1.37K $235K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-3.24K
- 12.13%
$82.77 - $101.84 $268K - $330K
23.4K $1.98M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-5.94K
- 6.94%
$45.72 - $51.73 $271K - $307K
79.6K $3.66M
CCI
Crown Castle International Corp

Real Estate
-7.34K
- 63.53%
$84.33 - $106.39 $619K - $781K
4.21K $439K
CCL
Carnival Corp

Consumer Cyclical
-18.4K
- 48.35%
$19.08 - $28.49 $352K - $526K
19.7K $384K
IEFA
Ishares Tr

ETFs
-16.6K
- 12.32%
$69.57 - $78.65 $1.16M - $1.31M
118K $8.96M
MRVL
Marvell Technology, Inc.

Technology
-1.08K
- 11.32%
$61.57 - $126.06 $66.2K - $136K
8.43K $518K
LGOV
First Tr ETF Iv Long Duration

ETFs
-27K
- 31.56%
$20.41 - $21.7 $551K - $586K
58.6K $1.26M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-14.3K
- 8.46%
$44.41 - $45.98 $636K - $659K
155K $7.08M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-13.3K
- 45.1%
$37.4 - $39.42 $496K - $523K
16.2K $610K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-2.48K
- 5.22%
$91.68 - $109.93 $227K - $273K
45.1K $4.22M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.93K
- 49.91%
$161.05 - $222.93 $311K - $431K
1.94K $356K
FDN
First Tr Fd Dow Jones

ETFs
-928
- 6.85%
$221.38 - $266.86 $205K - $248K
12.6K $2.8M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-11.3K
- 33.19%
$43.76 - $45.31 $493K - $511K
22.7K $1.02M
EFG
Msci Eafe Growth ETF

ETFs
-5.32K
- 31.56%
$96.1 - $106.37 $511K - $566K
11.5K $1.15M
SNA
Snap On Inc

Industrials
-1.39K
- 43.18%
$324.09 - $358.62 $451K - $499K
1.83K $617K
SPYG
Spdr Portfolio

ETFs
-4.61K
- 32.96%
$80.05 - $92.39 $369K - $426K
9.38K $753K
NEE
Nextera Energy Inc

Utilities
-5.39K
- 4.69%
$66.96 - $76.16 $361K - $410K
109K $7.76M
VIST
Vista Energy, S.A.B. De C.V.

Energy
-5.19K
- 17.03%
$42.58 - $59.5 $221K - $309K
25.3K $1.18M
K
Kellogg CO

Consumer Defensive
-6.14K
- 24.06%
$81.06 - $82.9 $498K - $509K
19.4K $1.6M
KKR
Kkr & Co. Inc.

Financial Services
-2.16K
- 32.71%
$108.17 - $167.07 $233K - $361K
4.44K $513K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-744
- 10.49%
$254.58 - $302.92 $189K - $225K
6.35K $1.62M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-17.4K
- 41.87%
$23.16 - $23.32 $404K - $406K
24.2K $562K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.52K
- 8.97%
$126.86 - $146.45 $193K - $223K
15.4K $1.96M
XLC
Select Sector Spdr Tr Communic

ETFs
-4.04K
- 13.0%
$94.84 - $105.31 $383K - $426K
27.1K $2.61M
ESPR
Esperion Therapeutics, Inc.

Healthcare
-178K
- 93.57%
$1.44 - $2.34 $257K - $417K
12.3K $17K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-3.29K
- 56.12%
$105.28 - $121.93 $347K - $401K
2.57K $280K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-3.28K
- 24.3%
$96.88 - $111.25 $318K - $365K
10.2K $1.02M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.16K
- 3.7%
$84.95 - $100.62 $98.6K - $117K
30.2K $2.63M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-16K
- 47.35%
$25.69 - $26.89 $410K - $429K
17.7K $476K
ATOM
Atomera Inc

Technology
-800
- 1.61%
$4.0 - $16.55 $3.2K - $13.2K
49K $196K
ADBE
Adobe Inc.

Technology
-238
- 5.17%
$377.84 - $464.11 $89.9K - $110K
4.37K $1.67M
VXF
Vanguard Extended Market ETF

ETFs
-1.62K
- 33.83%
$170.36 - $201.04 $275K - $325K
3.16K $544K
BAC
Bank Of America Corp

Financial Services
-2.78K
- 2.66%
$39.61 - $47.74 $110K - $133K
102K $4.25M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-7.71K
- 33.82%
$47.08 - $50.67 $363K - $391K
15.1K $757K
VBR
Vanguard Small Cap Value ETF

ETFs
-328
- 1.4%
$183.02 - $207.75 $60K - $68.1K
23.1K $4.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.15K
- 29.6%
$210.19 - $243.33 $242K - $281K
2.74K $578K
QURE
Uni Qure N.V.

Healthcare
-595
- 1.27%
$10.6 - $18.08 $6.31K - $10.8K
46.2K $489K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-3.03K
- 35.96%
$82.81 - $96.53 $251K - $292K
5.39K $452K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-7.23K
- 50.96%
$43.63 - $46.01 $315K - $333K
6.96K $306K
AMT
American Tower Corp

Real Estate
-2.66K
- 36.09%
$173.46 - $217.6 $461K - $578K
4.71K $1.02M
LEN
Lennar Corp

Consumer Cyclical
-1.94K
- 42.76%
$113.93 - $141.54 $221K - $274K
2.6K $297K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-1.61K
- 3.73%
$14.59 - $23.31 $23.5K - $37.6K
41.6K $607K
HPE
Hewlett Packard Enterprise CO

Technology
-6.19K
- 16.26%
$14.77 - $24.42 $91.5K - $151K
31.9K $492K
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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