Sigma Planning Corp Portfolio Holdings
Sigma Planning Corp
- $3.02 Billion
- Q1 2025
Sigma Planning Corp has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.02 Billion distributed in 1203 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 $181M, Apple Inc. with a value of $154M, Nvidia Corp with a value of $75.3M, Amazon Com Inc with a value of $65.5M, and Invesco Qqq Trust, Series 1 with a value of $63.9M.
Examining the 13F form we can see an decrease of $48.6M in the current position value, from $3.07B to 3.02B.
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
$3.02 Billion
ETFs: $1.77 Billion
Technology: $399 Million
Financial Services: $154 Million
Consumer Cyclical: $141 Million
Healthcare: $122 Million
Industrials: $95.5 Million
Communication Services: $90.2 Million
Consumer Defensive: $88.8 Million
Other: $140 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,203
- Current Value $3.02 Billion
- Prior Value $3.07 Billion
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 131 stocks
- Additional Purchases 558 stocks
- Sold out of 0 stocks
- Reduced holdings in 480 stocks