Sigma Planning Corp Portfolio Holdings
Sigma Planning Corp
- $3.32 Billion
- Q3 2025
Sigma Planning Corp has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.32 Billion distributed in 1290 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $196M, Apple Inc. with a value of $159M, Nvidia Corp with a value of $125M, Amazon Com Inc with a value of $78.2M, and Invesco Qqq Trust, Series 1 with a value of $71.3M.
Examining the 13F form we can see an increase of $137M in the current position value, from $3.18B to 3.32B.
Sigma Planning Corp is based out at Ann Arbor, MI
Below you can find more details about Sigma Planning Corp portfolio as well as his latest detailed transactions.
Portfolio value
$3.32 Billion
ETFs: $1.89 Billion
Technology: $538 Million
Financial Services: $163 Million
Consumer Cyclical: $151 Million
Communication Services: $119 Million
Industrials: $116 Million
Healthcare: $99.4 Million
Consumer Defensive: $79.5 Million
Other: $138 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,290
- Current Value $3.32 Billion
- Prior Value $3.18 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 143 stocks
- Additional Purchases 507 stocks
- Sold out of 0 stocks
- Reduced holdings in 605 stocks