Sigma Planning Corp Portfolio Holdings
Sigma Planning Corp
- $3.18 Billion
- Q2 2025
Sigma Planning Corp has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.18 Billion distributed in 1244 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 $191M, Apple Inc. with a value of $134M, Nvidia Corp with a value of $109M, Amazon Com Inc with a value of $76.2M, and Invesco Qqq Trust, Series 1 with a value of $73.1M.
Examining the 13F form we can see an increase of $164M in the current position value, from $3.02B to 3.18B.
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
$3.18 Billion
ETFs: $1.85 Billion
Technology: $468 Million
Financial Services: $158 Million
Consumer Cyclical: $146 Million
Industrials: $107 Million
Healthcare: $107 Million
Communication Services: $105 Million
Consumer Defensive: $83.8 Million
Other: $132 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,244
- Current Value $3.18 Billion
- Prior Value $3.02 Billion
- Filing
- Period Q2 2025
- Filing Date August 05, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 142 stocks
- Additional Purchases 503 stocks
- Sold out of 0 stocks
- Reduced holdings in 569 stocks