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
EXI
Ishares Global Industrials ETF

ETFs
-70
- 1.75%
$140.1 - $150.86 $9.81K - $10.6K
3.92K $570K
KMI
Kinder Morgan, Inc.

Energy
-2.42K
- 3.56%
$26.1 - $31.22 $63.2K - $75.6K
65.6K $1.87M
BK
Bank Of New York Mellon Corp

Financial Services
-392
- 6.69%
$75.42 - $88.95 $29.6K - $34.9K
5.47K $458K
IYK
Ishares U.S. Consumer Staples

ETFs
-209
- 5.35%
$63.29 - $71.8 $13.2K - $15K
3.7K $264K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-174
- 0.71%
$24.05 - $24.86 $4.18K - $4.33K
24.3K $603K
FE
Firstenergy Corp

Utilities
-424
- 1.0%
$37.95 - $43.5 $16.1K - $18.4K
41.8K $1.69M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-823
- 1.06%
$15.0 - $15.91 $12.3K - $13.1K
76.5K $1.19M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-60
- 0.39%
$45.56 - $47.23 $2.73K - $2.83K
15.3K $718K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-248
- 1.45%
$21.67 - $23.21 $5.37K - $5.76K
16.9K $383K
MNST
Monster Beverage Corp

Consumer Defensive
-353
- 6.28%
$46.16 - $58.58 $16.3K - $20.7K
5.27K $308K
YMAR
First Tr Ex Tr Viii Cboe Vest
-249
- 1.53%
$22.77 - $24.61 $5.67K - $6.13K
16K $384K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-42
- 0.41%
$23.43 - $25.55 $984 - $1.07K
10.3K $262K
BOND
Pimco Active Bond Exchange Tra

ETFs
-2
- 0.03%
$89.27 - $92.9 $179 - $186
7.37K $681K
NNN
National Retail Properties, Inc.

Real Estate
-100
- 0.93%
$38.0 - $43.19 $3.8K - $4.32K
10.6K $453K
CB
Chubb LTD

Financial Services
-343
- 7.41%
$257.71 - $301.99 $88.4K - $104K
4.29K $1.29M
GSL
Global Ship Lease, Inc.

Industrials
-75
- 0.4%
$21.1 - $23.88 $1.58K - $1.79K
18.7K $426K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-133
- 1.35%
$128.74 - $138.67 $17.1K - $18.4K
9.74K $1.32M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-432
- 2.07%
$41.61 - $44.72 $18K - $19.3K
20.4K $883K
FTI
Technip Fmc PLC

Energy
-168
- 1.46%
$25.3 - $32.57 $4.25K - $5.47K
11.4K $359K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-733
- 1.35%
$76.77 - $82.22 $56.3K - $60.3K
53.5K $4.25M
IDCC
Inter Digital, Inc.

Communication Services
-237
- 3.92%
$171.68 - $225.72 $40.7K - $53.5K
5.81K $1.2M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-122
- 2.1%
$98.98 - $113.18 $12.1K - $13.8K
5.7K $644K
CQP
Cheniere Energy Partners, L.P.

Energy
-510
- 9.88%
$55.42 - $67.71 $28.3K - $34.5K
4.65K $307K
PGR
Progressive Corp

Financial Services
-650
- 12.93%
$235.61 - $291.22 $153K - $189K
4.38K $1.24M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-596
- 1.42%
$21.48 - $22.98 $12.8K - $13.7K
41.4K $931K
EZPW
Ezcorp Inc

Financial Services
-77
- 0.54%
$11.82 - $15.0 $910 - $1.16K
14.3K $210K
EFV
Msci Eafe Value ETF

ETFs
-3.07K
- 9.14%
$51.88 - $60.73 $159K - $186K
30.5K $1.8M
D
Dominion Energy, Inc

Utilities
-272
- 1.13%
$52.85 - $57.43 $14.4K - $15.6K
23.8K $1.34M
MPLX
Mplx LP

Energy
-67
- 0.87%
$47.88 - $54.65 $3.21K - $3.66K
7.62K $407K
TIP
Ishares Tr Tips Bd ETF

ETFs
-926
- 2.93%
$106.22 - $111.09 $98.4K - $103K
30.7K $3.41M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-2.44K
- 2.8%
$3.88 - $4.37 $9.48K - $10.7K
84.9K $371K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-73
- 0.43%
$78.97 - $85.82 $5.76K - $6.26K
17K $1.41M
FICS
First Tr Exchange Traded Fd Vi

ETFs
-169
- 0.89%
$33.49 - $37.82 $5.66K - $6.39K
18.8K $689K
WPC
W. P. Carey Inc.

Real Estate
-237
- 3.37%
$53.5 - $65.05 $12.7K - $15.4K
6.8K $428K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-496
- 0.46%
$20.11 - $21.21 $9.97K - $10.5K
106K $2.25M
BROS
Dutch Bros Inc.

Consumer Cyclical
-81
- 1.43%
$55.77 - $85.37 $4.52K - $6.91K
5.58K $344K
VICI
Vici Properties Inc.

Real Estate
-365
- 2.01%
$28.21 - $32.68 $10.3K - $11.9K
17.8K $579K
MLPA
Global X Mlp ETF

ETFs
-94
- 0.6%
$49.83 - $54.53 $4.68K - $5.13K
15.7K $835K
VNQ
Vanguard Specialized Funds Van

ETFs
-11
- 0.03%
$85.55 - $94.34 $941 - $1.04K
38.9K $3.52M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-317
- 0.65%
$48.43 - $49.9 $15.4K - $15.8K
48.7K $2.43M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-72
- 3.1%
$208.48 - $244.03 $15K - $17.6K
2.25K $550K
ADP
Automatic Data Processing Inc

Industrials
-61
- 1.01%
$286.85 - $318.64 $17.5K - $19.4K
5.98K $1.83M
SYK
Stryker Corp

Healthcare
-92
- 1.07%
$355.18 - $399.9 $32.7K - $36.8K
8.51K $3.17M
SHEL
Shell PLC

Energy
-477
- 4.74%
$62.84 - $73.29 $30K - $35K
9.59K $702K
PSX
Phillips 66

Energy
-375
- 2.96%
$113.93 - $131.55 $42.7K - $49.3K
12.3K $1.52M
TRV
Travelers Companies, Inc.

Financial Services
-598
- 5.87%
$232.43 - $265.13 $139K - $159K
9.59K $2.54M
CVS
Cvs Health Corp

Healthcare
-6.32K
- 28.21%
$44.22 - $68.64 $279K - $434K
16.1K $1.09M
LVHI
Franklin International Low Vol

ETFs
-363
- 0.62%
$30.53 - $32.85 $11.1K - $11.9K
58.3K $1.89M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2
- 0.12%
$275.89 - $345.24 $552 - $690
1.63K $563K
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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