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
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-49
- 0.64%
$42.24 - $47.29 $2.07K - $2.32K
7.6K $325K
DGX
Quest Diagnostics Inc

Healthcare
-145
- 2.64%
N/A
5.35K $733K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-909
- 3.0%
$25.44 - $25.58 $23.1K - $23.3K
29.4K $751K
SYY
Sysco Corp

Consumer Defensive
-121
- 1.58%
$70.0 - $77.13 $8.47K - $9.33K
7.54K $565K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-490
- 3.21%
N/A
14.8K $578K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-109
- 1.36%
$27.52 - $33.6 $3K - $3.66K
7.93K $236K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-182
- 5.26%
$92.03 - $93.95 $16.7K - $17.1K
3.28K $302K
ZTS
Zoetis Inc.

Healthcare
-142
- 4.22%
$156.48 - $175.67 $22.2K - $24.9K
3.23K $530K
MAS
Masco Corp

Industrials
-37
- 0.72%
$68.67 - $81.85 $2.54K - $3.03K
5.13K $356K
FNK
First Trust Mid Cap Value Alph

ETFs
-18
- 0.35%
$48.96 - $55.86 $881 - $1.01K
5.07K $255K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-251
- 18.07%
$1187.71 - $1432.58 $298K - $360K
1.14K $1.63M
IMO
Imperial Oil LTD

Energy
-1.16K
- 18.29%
$62.41 - $73.34 $72.3K - $85K
5.18K $374K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-98
- 2.45%
$72.01 - $79.94 $7.06K - $7.83K
3.91K $289K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-300
- 5.39%
$47.35 - $48.24 $14.2K - $14.5K
5.27K $250K
HSY
Hershey CO

Consumer Defensive
-100
- 4.48%
$144.74 - $186.36 $14.5K - $18.6K
2.13K $364K
HMOP
Hartford Fds Exchange Traded T

ETFs
-310
- 3.24%
$38.25 - $39.12 $11.9K - $12.1K
9.26K $355K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-174
- 2.95%
$50.21 - $51.23 $8.74K - $8.91K
5.73K $288K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-25
- 1.26%
$108.02 - $120.45 $2.7K - $3.01K
1.96K $215K
UGI
Ugi Corp

Utilities
-1.85K
- 18.91%
$28.0 - $34.16 $51.7K - $63.1K
7.93K $262K
DFS
Discover Financial Services

Financial Services
-34
- 1.48%
$152.99 - $203.25 $5.2K - $6.91K
2.26K $385K
ETR
Entergy Corp

Utilities
-822
- 13.48%
$75.26 - $87.89 $61.9K - $72.2K
5.27K $450K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-210
- 1.5%
$100.56 - $108.28 $21.1K - $22.7K
13.8K $1.42M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-482
- 4.65%
$22.25 - $23.0 $10.7K - $11.1K
9.89K $227K
VLO
Valero Energy Corp

Energy
-660
- 8.21%
$121.76 - $142.99 $80.4K - $94.4K
7.38K $974K
IVT
Inven Trust Properties Corp.

Real Estate
-181
- 2.39%
$28.36 - $30.77 $5.13K - $5.57K
7.39K $217K
GDV
Gabelli Dividend & Income Trust

Financial Services
-393
- 1.91%
$23.47 - $25.3 $9.22K - $9.94K
20.2K $486K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-95
- 2.46%
$93.32 - $95.35 $8.87K - $9.06K
3.76K $352K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-362
- 3.67%
$24.22 - $24.86 $8.77K - $9K
9.51K $232K
GNW
Genworth Financial Inc

Financial Services
-2.28K
- 2.7%
$6.44 - $7.42 $14.7K - $16.9K
82.1K $581K
CMLS
Cumulus Media Inc

Communication Services
-7.58K
- 34.94%
$0.42 - $0.95 $3.18K - $7.2K
14.1K $6K
GNL
Global Net Lease, Inc.

Real Estate
-3.38K
- 12.54%
$6.91 - $8.26 $23.4K - $27.9K
23.6K $189K
USFR
Wisdomtree Floating Rate Treas

ETFs
-103
- 1.36%
$50.29 - $50.5 $5.18K - $5.2K
7.49K $376K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-251
- 4.25%
$44.88 - $46.36 $11.3K - $11.6K
5.66K $261K
TXN
Texas Instruments Inc

Technology
-29
- 0.25%
N/A
11.7K $2.28M
ABC
Amerisourcebergen Corp

Healthcare
-24
- 1.23%
N/A
1.93K $356K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-507
- 4.66%
$10.91 - $11.42 $5.53K - $5.79K
10.4K $116K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-489
- 2.98%
$66.9 - $71.57 $32.7K - $35K
15.9K $1.12M
PVAL
Putnam ETF Tr Putnam Focused L
-1.87K
- 2.56%
$36.8 - $39.59 $69K - $74.2K
71.2K $2.71M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-577
- 2.06%
$13.34 - $13.81 $7.7K - $7.97K
27.5K $375K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-251
- 1.5%
$3.75 - $4.08 $941 - $1.02K
16.5K $63K
BSX
Boston Scientific Corp

Healthcare
-873
- 11.67%
$89.38 - $106.18 $78K - $92.7K
6.61K $666K
OBIL
Rbb Fd Inc Us Treas 12 Month B
-765
- 7.63%
N/A
9.26K $0
CARZ
First Trust ETF Ii First Tr S
-9.18K
- 49.56%
N/A
9.34K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-1.16K
- 3.4%
N/A
32.9K $0
FMIL
Fidelity Covington Tr New Mill
-4.21K
- 33.14%
N/A
8.5K $0
Tidal Tr Ii
-55K
- 23.11%
N/A
183K $0
Tidal Tr Ii
-1.18K
- 0.95%
N/A
123K $0
Celestica Inc
-1.39K
- 10.65%
N/A
11.7K $0
Canadian Pacific Kansas City
-256
- 7.42%
N/A
3.19K $0
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