SP
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Sigma Planning Corp13F | |
| Sigma Planning Corp | |
| Last update 2025-05-02 | 1203 Stocks (131 new) |
| Value $3.14 Bil | Turnover 7 % |
Sigma Planning Corp Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 322,719 | 181,336.1 | -3.22% | 5.780 | -0.20% | 0.030 | +16.68% | +7.37% | 623,772.3 | ||
AAPL | Apple Inc | 694,515 | 154,272.6 | +0.11% | 4.920 | +0.01% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
NVDA | NVIDIA Corp | 694,988 | 75,323.1 | +1.88% | 2.400 | +0.04% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
AMZN | Amazon.com Inc | 344,459 | 65,536.8 | +2.98% | 2.090 | +0.06% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
QQQ | INVESCO QQQ Trust | 136,317 | 63,922.1 | -1.60% | 2.040 | -0.04% | 0.020 | +23.56% | +9.08% | 357,232.3 | ||
MSFT | Microsoft Corp | 151,701 | 56,947.1 | +1.62% | 1.820 | +0.03% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
SPY | SPDR S&P 500 ETF Trust | 94,481 | 52,852.9 | +1.45% | 1.690 | +0.02% | 0.010 | +16.86% | +7.34% | 643,153.0 | ||
VOO | Vanguard S&P 500 ETF | 99,204 | 50,981.8 | +1.62% | 1.630 | +0.03% | 0.010 | +16.76% | +7.46% | 616,819.8 | ||
DGRO | iShares Core Dividend Growth ETF | 809,093 | 49,985.8 | +33.79% | 1.590 | +0.40% | 0.160 | +9.81% | +7.41% | 32,633.9 | ||
IVW | iShares S&P 500 Growth ETF | 416,632 | 38,675.9 | -11.44% | 1.230 | -0.17% | 0.080 | +24.45% | +9.38% | 61,026.0 |
Sigma Planning Corp's Historical Top Holdings Breakdowns
Sigma Planning Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IGLB |
iShares 10 Year Investment Grade Corporate Bond ETF
iShares 10 Year Investment Grade Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.53% | 48.32 ($49.91) 51.21 | $49.96 | 0.10% | Reduce -98.39% | 5,622 | -343,504 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Add Add | +0.40% | 60.46 ($62.66) 64.42 | $65.22 | 4.09% | Add 33.79% | 809,093 | 204,363 | |
FIXD |
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -0.21% | 42.4 ($43.35) 44.11 | $43.77 | 0.97% | Reduce -67.31% | 75,258 | -154,952 | |
FTCB |
First Trust Core Investment Grade ETF
First Trust Core Investment Grade ETF
| 2025-03-31 | New Buy New Buy | +0.20% | 20.36 ($20.79) 21.11 | $20.96 | 0.82% | New holding | 301,512 | 301,512 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.20% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Reduce -3.22% | 322,719 | -10,729 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -0.17% | 92.45 ($100.81) 106.69 | $110.80 | 9.91% | Reduce -11.44% | 416,632 | -53,824 | |
FLOT | iShares Floating Rate Bond ETF | 2025-03-31 | Add Add | +0.17% | 50.87 ($50.99) 51.09 | $50.88 | -0.22% | Add 42.74% | 351,431 | 105,222 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Add Add | +0.17% | 51.52 ($51.99) 52.37 | $52.48 | 0.94% | Add 109.99% | 193,256 | 101,226 | |
GJAN |
FT Vest U.S. Equity Moderate Buffer ETF - January
FT Vest U.S. Equity Moderate Buffer ETF - January
| 2025-03-31 | New Buy New Buy | +0.13% | 37.28 ($38.61) 39.39 | $36.53 | -5.39% | New holding | 110,744 | 110,744 | |
MGOV |
First Trust Intermediate Government Opportunities ETF
First Trust Intermediate Government Opportunities ETF
| 2025-03-31 | Reduce Reduce | -0.12% | 19.57 ($20.01) 20.37 | $20.05 | 0.18% | Reduce -93.87% | 12,599 | -192,796 |
Sigma Planning Corp Total Holding History ($B)
Sigma Planning Corp's Asset Allocation
Sigma Planning Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sigma Planning Corp's Hypothetical Growth since 2025-03-31
Sigma Planning Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sigma Planning Corp's Holdings Heat Map
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Sigma Planning Corp's Holdings Bubble Chart
Sigma Planning Corp News
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