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
IDXX
Idexx Laboratories Inc

Healthcare
-210
- 29.37%
$406.29 - $469.04 $85.3K - $98.5K
505 $212K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-56
- 0.6%
$101.98 - $115.66 $5.71K - $6.48K
9.33K $955K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-4.53K
- 27.17%
$13.21 - $14.63 $59.9K - $66.3K
12.2K $160K
CGXU
Capital Group Intl Focus Equit

ETFs
-2.87K
- 6.11%
$24.48 - $26.59 $70.2K - $76.2K
44K $1.08M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.32K
- 15.73%
$49.65 - $53.98 $65.4K - $71.1K
7.06K $352K
HPQ
Hp Inc

Technology
-930
- 9.1%
$27.69 - $34.72 $25.8K - $32.3K
9.29K $257K
IOT
Samsara Inc.

Technology
-100
- 0.73%
$34.06 - $60.96 $3.41K - $6.1K
13.5K $518K
FAST
Fastenal CO

Industrials
-1.79K
- 15.89%
$71.11 - $79.98 $127K - $143K
9.45K $732K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 3.62%
$4295.4 - $5141.88 $21.5K - $25.7K
133 $612K
APO
Apollo Global Management, Inc.

Financial Services
-2
- 0.08%
$126.01 - $172.06 $252 - $344
2.56K $349K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.26K
- 11.37%
$39.18 - $43.52 $88.5K - $98.3K
17.6K $736K
VHT
Vanguard Health Care ETF

ETFs
-651
- 7.05%
$254.06 - $273.83 $165K - $178K
8.58K $2.27M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-1.08K
- 4.15%
$37.74 - $40.44 $40.7K - $43.6K
24.9K $951K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-95
- 1.19%
$95.53 - $112.45 $9.08K - $10.7K
7.88K $763K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-299
- 3.13%
$58.81 - $68.2 $17.6K - $20.4K
9.27K $553K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-3.64K
- 4.74%
$18.54 - $18.88 $67.5K - $68.7K
73.2K $1.37M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-1.13K
- 20.66%
$60.44 - $69.57 $68.5K - $78.8K
4.35K $290K
DKNG
Draft Kings Inc.

Consumer Cyclical
-713
- 6.59%
$33.21 - $53.49 $23.7K - $38.1K
10.1K $335K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-1.02K
- 8.25%
$46.03 - $49.45 $47.1K - $50.6K
11.4K $531K
INTC
Intel Corp

Technology
-8.27K
- 17.45%
$19.1 - $27.39 $158K - $227K
39.1K $888K
OXLC
Oxford Lane Capital Corp.

Financial Services
-8.36K
- 12.7%
$4.3 - $5.17 $36K - $43.2K
57.5K $271K
ACWI
Ishares Msci Acwi ETF

ETFs
-483
- 9.63%
$115.16 - $124.13 $55.6K - $60K
4.53K $527K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.18K
- 9.59%
$47.47 - $48.84 $55.9K - $57.5K
11.1K $530K
CLSK
Cleanspark, Inc.

Technology
-2.6K
- 14.81%
$6.72 - $12.03 $17.4K - $31.2K
14.9K $100K
PBA
Pembina Pipeline Corp

Energy
-2.52K
- 19.48%
$35.13 - $40.12 $88.6K - $101K
10.4K $417K
KRE
Spdr S&P Regional Banking ETF

ETFs
-682
- 10.85%
$55.11 - $65.5 $37.6K - $44.7K
5.6K $318K
EDOW
First Tr Exchange Traded Fd

ETFs
-1.5K
- 2.84%
$35.58 - $38.24 $53.3K - $57.2K
51.2K $1.86M
VIS
Vanguard Industrial ETF

ETFs
-161
- 6.02%
$243.63 - $273.99 $39.2K - $44.1K
2.51K $622K
HTGC
Hercules Capital, Inc.

Financial Services
-792
- 1.66%
$18.01 - $22.0 $14.3K - $17.4K
46.8K $899K
T
At&T Inc.

Communication Services
-47.6K
- 20.32%
$21.56 - $28.28 $1.03M - $1.35M
187K $5.28M
INDA
Ishares Msci India Index Fund

ETFs
-677
- 3.73%
$47.8 - $53.4 $32.4K - $36.2K
17.5K $900K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-1.4K
- 7.99%
$31.75 - $36.0 $44.4K - $50.3K
16.1K $543K
SHW
Sherwin Williams CO

Basic Materials
-211
- 10.32%
$330.16 - $365.55 $69.7K - $77.1K
1.83K $640K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.44K
- 2.08%
$39.4 - $42.61 $56.6K - $61.2K
67.5K $2.73M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-197
- 11.23%
$161.03 - $235.53 $31.7K - $46.4K
1.56K $257K
OKE
Oneok Inc

Energy
-373
- 2.8%
$89.57 - $109.85 $33.4K - $41K
12.9K $1.28M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
-1.1K
- 11.4%
$26.96 - $31.29 $29.7K - $34.4K
8.55K $238K
FDHY
Fidelity Covington Trust High

ETFs
-947
- 4.21%
$47.92 - $49.1 $45.4K - $46.5K
21.5K $1.03M
LDOS
Leidos Holdings, Inc.

Technology
-215
- 8.7%
$126.82 - $161.11 $27.3K - $34.6K
2.26K $304K
PH
Parker Hannifin Corp

Industrials
-36
- 3.42%
$591.65 - $707.05 $21.3K - $25.5K
1.02K $618K
IBB
Ishares Biotechnology ETF

ETFs
-182
- 2.86%
$127.9 - $140.56 $23.3K - $25.6K
6.19K $791K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-361
- 4.75%
$49.34 - $55.91 $17.8K - $20.2K
7.24K $363K
USB
Us Bancorp \De\

Financial Services
-171
- 2.27%
$40.92 - $50.9 $7K - $8.7K
7.36K $310K
FANG
Diamondback Energy, Inc.

Energy
-184
- 3.88%
$139.9 - $180.18 $25.7K - $33.2K
4.55K $727K
VLUE
Ishares Msci Usa Value Factor

ETFs
-494
- 14.63%
$104.89 - $113.56 $51.8K - $56.1K
2.88K $307K
FLRG
Fidelity Covington Tr U S Mult

ETFs
-983
- 3.79%
$32.37 - $35.77 $31.8K - $35.2K
25K $827K
TAXF
American Centy ETF Tr Diversif

ETFs
-867
- 11.73%
$49.19 - $50.86 $42.6K - $44.1K
6.53K $322K
APA
Apa Corp

Energy
-905
- 6.82%
$18.54 - $25.45 $16.8K - $23K
12.4K $259K
RS
Reliance Steel & Aluminum CO

Basic Materials
-295
- 14.89%
$266.61 - $302.66 $78.6K - $89.3K
1.69K $486K
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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