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
NI
Nisource Inc.

Utilities
-13K
- 21.53%
$35.57 - $41.23 $464K - $538K
47.5K $1.91M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.87K
- 7.83%
$126.11 - $135.06 $362K - $388K
33.8K $4.36M
CMCSA
Comcast Corp

Communication Services
-7.92K
- 20.83%
$33.19 - $38.23 $263K - $303K
30.1K $1.11M
IYH
Ishares Tr

ETFs
-6.34K
- 23.85%
$58.32 - $62.76 $369K - $398K
20.2K $1.23M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-3.07K
- 8.58%
$40.15 - $47.73 $123K - $147K
32.8K $1.33M
ISRG
Intuitive Surgical Inc

Healthcare
-163
- 1.94%
$476.63 - $610.45 $77.7K - $99.5K
8.22K $4.07M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.03K
- 44.55%
$77.33 - $90.16 $234K - $273K
3.77K $295K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-4.64K
- 16.91%
$51.3 - $56.76 $238K - $264K
22.8K $1.21M
CGDV
Capital Group Divid Value ETF

ETFs
-10.9K
- 3.87%
$34.95 - $37.36 $382K - $409K
271K $9.68M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-5.26K
- 10.08%
$34.58 - $38.65 $182K - $203K
46.9K $1.65M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-2.63K
- 52.53%
$102.5 - $112.02 $270K - $295K
2.38K $246K
VCR
Vanguard Consumer Discretionar

ETFs
-504
- 22.98%
$318.51 - $391.75 $161K - $197K
1.69K $549K
PTC
Ptc Inc.

Technology
-959
- 22.37%
$153.3 - $193.48 $147K - $186K
3.33K $515K
DOCU
Docusign, Inc.

Technology
-2.59K
- 37.09%
$74.7 - $97.7 $193K - $253K
4.39K $357K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-891
- 27.17%
$186.55 - $250.04 $166K - $223K
2.39K $481K
VOX
Vanguard Communication Service

ETFs
-1.51K
- 28.95%
$147.73 - $169.24 $223K - $255K
3.7K $549K
IFRA
Ishares Tr

ETFs
-5.32K
- 35.48%
$44.8 - $49.25 $238K - $262K
9.67K $435K
FDX
Fedex Corp

Industrials
-352
- 7.76%
$230.33 - $281.53 $81.1K - $99.1K
4.18K $1.02M
BFH
Bread Financial Holdings, Inc.

Financial Services
-1.17K
- 6.8%
$46.51 - $65.07 $54.5K - $76.3K
16.1K $804K
PECO
Phillips Edison & Company, Inc.

Real Estate
-6.41K
- 37.46%
$34.43 - $37.49 $221K - $240K
10.7K $390K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1.82K
- 42.47%
$119.84 - $136.1 $218K - $247K
2.46K $297K
SYLD
Cambria Shareholder Yld ETF

ETFs
-2.09K
- 9.42%
$62.77 - $71.4 $131K - $149K
20.1K $1.28M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-145
- 2.67%
$307.43 - $357.48 $44.6K - $51.8K
5.28K $1.63M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.21K
- 36.59%
$32.42 - $36.13 $201K - $224K
10.8K $355K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.88K
- 8.48%
$54.25 - $57.64 $210K - $223K
41.8K $2.3M
CTAS
Cintas Corp

Industrials
-1.58K
- 36.42%
$182.09 - $208.14 $288K - $329K
2.76K $566K
AMAT
Applied Materials Inc

Technology
-344
- 3.51%
$145.06 - $195.51 $49.9K - $67.3K
9.46K $1.37M
NVO
Novo Nordisk A S

Healthcare
-362
- 3.08%
$69.3 - $90.95 $25.1K - $32.9K
11.4K $791K
CGTX
Cognition Therapeutics Inc

Healthcare
-6.1K
- 0.99%
$0.39 - $0.85 $2.38K - $5.19K
608K $255K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.74K
- 1.38%
$90.0 - $96.32 $156K - $167K
124K $11.4M
HUBB
Hubbell Inc

Industrials
-259
- 19.36%
$330.91 - $456.86 $85.7K - $118K
1.08K $357K
VERX
Vertex, Inc.

Technology
-63
- 0.58%
$31.15 - $58.95 $1.96K - $3.71K
10.8K $379K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-2.69K
- 5.47%
$40.87 - $45.28 $110K - $122K
46.5K $1.92M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-6.42K
- 41.93%
$33.63 - $37.64 $216K - $242K
8.89K $328K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.98K
- 36.3%
$86.24 - $97.98 $170K - $194K
3.47K $302K
RUM
Rumble Inc.

Technology
-4.08K
- 15.48%
$7.07 - $13.77 $28.8K - $56.1K
22.3K $157K
VBK
Vanguard Small Cap Growth ETF

ETFs
-522
- 27.66%
$247.97 - $296.33 $129K - $155K
1.37K $343K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-7.48K
- 13.0%
$25.05 - $25.16 $187K - $188K
50.1K $1.26M
RGTI
Rigetti Computing, Inc.

Technology
-5.36K
- 29.37%
$6.05 - $19.51 $32.4K - $105K
12.9K $102K
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.04K
- 1.61%
$63.42 - $68.17 $66K - $71K
63.7K $4.08M
MEAR
Blackrock Short Maturity Munic

ETFs
-3.9K
- 6.22%
$49.97 - $50.36 $195K - $196K
58.8K $2.95M
ADI
Analog Devices Inc

Technology
-711
- 23.64%
$201.56 - $243.82 $143K - $173K
2.3K $463K
CLX
Clorox CO

Consumer Defensive
-59
- 0.54%
$141.76 - $162.89 $8.36K - $9.61K
10.8K $1.59M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-670
- 4.4%
$47.25 - $67.02 $31.7K - $44.9K
14.6K $692K
ET
Energy Transfer LP

Energy
-1.49K
- 1.04%
$17.26 - $21.08 $25.8K - $31.5K
142K $2.63M
CPRT
Copart Inc

Consumer Cyclical
-2.56K
- 8.61%
$52.3 - $59.83 $134K - $153K
27.2K $1.54M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-1.61K
- 28.86%
$65.76 - $84.94 $106K - $137K
3.96K $262K
CUE
Cue Biopharma, Inc.

Healthcare
-121K
- 27.04%
$0.91 - $1.75 $110K - $212K
326K $296K
TER
Teradyne, Inc

Technology
-210
- 6.21%
$82.6 - $140.0 $17.3K - $29.4K
3.17K $261K
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
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email