Sigma Planning Corp Portfolio Holdings
Sigma Planning Corp
- $3.22 Billion
- Q3 2024
Sigma Planning Corp has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.22 Billion distributed in 1218 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 $193M, Apple Inc. with a value of $165M, Nvidia Corp with a value of $82.3M, Invesco Qqq Trust, Series 1 with a value of $70.5M, and Microsoft Corp with a value of $68.4M.
Examining the 13F form we can see an increase of $62.9M in the current position value, from $3.16B to 3.22B.
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
$3.22 Billion
ETFs: $1.93 Billion
Technology: $423 Million
Financial Services: $147 Million
Consumer Cyclical: $140 Million
Healthcare: $129 Million
Industrials: $106 Million
Communication Services: $91.6 Million
Consumer Defensive: $91.5 Million
Other: $146 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,218
- Current Value $3.22 Billion
- Prior Value $3.16 Billion
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 103 stocks
- Additional Purchases 489 stocks
- Sold out of 0 stocks
- Reduced holdings in 580 stocks