Sigma Planning Corp Sells in Q2 2025

Sigma Planning Corp

  • $3.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
D
Dominion Energy, Inc

Utilities
-5.96K
- 25.01%
$49.66 - $58.0 $296K - $346K
17.9K $1.01M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-11.2K
- 22.05%
$43.53 - $54.46 $486K - $608K
39.4K $2.15M
ARIS
Aris Water Solutions, Inc.

Utilities
-4.45K
- 17.72%
$19.97 - $33.53 $88.8K - $149K
20.6K $488K
CVS
Cvs Health Corp

Healthcare
-4.79K
- 29.76%
$60.04 - $70.18 $287K - $336K
11.3K $779K
V
Visa Inc.

Financial Services
-1.37K
- 3.48%
$308.27 - $373.31 $423K - $513K
38.1K $13.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
-841
- 16.43%
$248.61 - $294.96 $209K - $248K
4.28K $1.21M
RTX
Raytheon Technologies Corp

Industrials
-5K
- 15.68%
$113.75 - $148.48 $569K - $743K
26.9K $3.93M
DLR
Digital Realty Trust, Inc.

Real Estate
-3.79K
- 32.38%
$136.11 - $177.69 $515K - $673K
7.91K $1.38M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.05K
- 9.6%
$45.12 - $46.23 $273K - $280K
57K $2.63M
FDX
Fedex Corp

Industrials
-861
- 20.58%
$198.07 - $245.17 $171K - $211K
3.32K $755K
USXF
Ishares Esg Advanced Msci Usa

Technology
-6.23K
- 57.56%
$41.54 - $53.93 $259K - $336K
4.59K $247K
ARCC
Ares Capital Corp

Financial Services
-10.2K
- 6.24%
$18.91 - $22.43 $193K - $229K
153K $3.37M
NEAR
Blackrock Short Maturity Bond

ETFs
-5.33K
- 8.08%
$50.41 - $51.17 $268K - $273K
60.6K $3.1M
DTM
Dt Midstream, Inc.

Energy
-4.75K
- 23.41%
$87.23 - $109.91 $414K - $522K
15.5K $1.71M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-6.29K
- 31.25%
$41.55 - $46.04 $261K - $289K
13.8K $637K
OKE
Oneok Inc

Energy
-210
- 1.62%
$78.71 - $100.37 $16.5K - $21.1K
12.7K $1.04M
VHT
Vanguard Health Care ETF

ETFs
-406
- 4.73%
$236.71 - $261.92 $96.1K - $106K
8.18K $2.03M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.95K
- 1.8%
$85.42 - $94.39 $252K - $278K
161K $15.1M
PSX
Phillips 66

Energy
-1.6K
- 12.99%
$92.87 - $125.73 $148K - $201K
10.7K $1.27M
HPE
Hewlett Packard Enterprise CO

Technology
-19.5K
- 61.07%
$12.51 - $20.45 $244K - $398K
12.4K $253K
EPD
Enterprise Products Partners L.P.

Energy
-4.01K
- 10.94%
$28.95 - $34.22 $116K - $137K
32.7K $1.01M
F
Ford Motor CO

Consumer Cyclical
-50.9K
- 13.2%
$8.69 - $10.85 $442K - $552K
335K $3.63M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.87K
- 12.8%
$75.17 - $91.21 $291K - $353K
26.4K $2.4M
PTC
Ptc Inc.

Technology
-1.69K
- 50.66%
$136.74 - $173.24 $231K - $292K
1.64K $282K
SNA
Snap On Inc

Industrials
-589
- 32.15%
$292.36 - $342.2 $172K - $202K
1.24K $386K
AGNC
Agnc Investment Corp.

Real Estate
-18.7K
- 13.63%
$8.12 - $9.49 $152K - $177K
118K $1.09M
TTD
Trade Desk, Inc.

Technology
-7.1K
- 42.49%
$45.27 - $79.4 $321K - $564K
9.61K $691K
K
Kellogg CO

Consumer Defensive
-2.08K
- 10.72%
$77.85 - $82.88 $162K - $172K
17.3K $1.38M
ELV
Elevance Health, Inc.

Healthcare
-299
- 13.63%
$372.27 - $452.69 $111K - $135K
1.9K $737K
CMS
Cms Energy Corp

Utilities
-430
- 1.34%
$68.57 - $75.51 $29.5K - $32.5K
31.6K $2.19M
CGTX
Cognition Therapeutics Inc

Healthcare
-460K
- 75.68%
$0.24 - $0.45 $110K - $207K
148K $45K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.97K
- 2.99%
$75.05 - $77.34 $298K - $307K
129K $9.97M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-10.3K
- 19.0%
$20.12 - $21.0 $208K - $217K
44.1K $921K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-8.64K
- 45.27%
$23.29 - $23.38 $201K - $202K
10.5K $244K
PBA
Pembina Pipeline Corp

Energy
-4.56K
- 43.76%
$35.16 - $40.88 $160K - $186K
5.86K $219K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-9.47K
- 29.96%
$33.86 - $45.77 $321K - $434K
22.1K $1.01M
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.76K
- 41.51%
$82.51 - $109.2 $228K - $301K
3.89K $424K
CGDV
Capital Group Divid Value ETF

ETFs
-31.3K
- 11.54%
$31.93 - $39.49 $1M - $1.24M
240K $9.48M
SUN
Sunoco LP

Energy
-2K
- 10.9%
$50.38 - $59.13 $101K - $118K
16.3K $873K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.43K
- 37.02%
$52.31 - $63.72 $179K - $219K
5.84K $371K
PM
Philip Morris International Inc.

Consumer Defensive
-3.76K
- 17.33%
$149.23 - $184.95 $562K - $696K
18K $3.27M
IR
Ingersoll Rand Inc.

Industrials
-2.51K
- 23.03%
$66.75 - $84.94 $167K - $213K
8.37K $696K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-21.6K
- 35.77%
$8.65 - $10.52 $187K - $227K
38.8K $407K
ED
Consolidated Edison Inc

Utilities
-190
- 1.29%
$98.05 - $113.3 $18.6K - $21.5K
14.5K $1.46M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-158
- 20.03%
$483.07 - $625.6 $76.3K - $98.8K
631 $331K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-10K
- 19.16%
$12.71 - $14.52 $127K - $145K
42.2K $586K
PLD
Prologis, Inc.

Real Estate
-933
- 9.14%
$89.76 - $112.34 $83.7K - $105K
9.28K $975K
TFC
Truist Financial Corp

Financial Services
-4.72K
- 22.9%
$34.79 - $42.99 $164K - $203K
15.9K $683K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.19K
- 3.88%
$107.93 - $110.97 $129K - $132K
29.5K $3.25M
Activity Summary
Buys All Purchases 645 New Holdings 142 Increased Positions 503 Sells All Sells 569 Reductions 569 Sold out 0 Options Calls 3 Puts 3
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