Sigma Investment Counselors Inc Purchases in Q4 2024

Sigma Investment Counselors Inc

  • $1.69 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
718
+ 3.35%
$19.38 - $19.58 $13.9K - $14.1K
22.1K $430K
GRF
Eagle Capital Growth Fund, Inc.

Financial Services
815
+ 5.17%
$9.6 - $10.54 $7.82K - $8.59K
16.6K $163K
Invesco Exch Trd Slf Idx Fd
14.4K
New
N/A
14.4K $0
Arista Networks Inc
44.8K
New
N/A
44.8K $0
Ishares Tr
331K
New
N/A
331K $0
BSCU
Invesco Exc Self Ind Tr

ETFs
742
+ 3.15%
$16.32 - $16.99 $12.1K - $12.6K
24.3K $398K
SCHA
Schwab Strategic Tr Us Small C

ETFs
17.3K
+ 98.15%
$25.33 - $51.16 $438K - $885K
34.9K $903K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.1K
+ 198.13%
$27.54 - $83.04 $747K - $2.25M
40.8K $1.13M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
168
+ 1.19%
$42.7 - $46.33 $7.17K - $7.78K
14.3K $613K
KMB
Kimberly Clark Corp

Consumer Defensive
100
+ 4.41%
$130.37 - $146.09 $13K - $14.6K
2.37K $310K
PEP
Pepsico Inc

Consumer Defensive
319
+ 7.4%
$151.29 - $176.1 $48.3K - $56.2K
4.63K $703K
ED
Consolidated Edison Inc

Utilities
5
+ 0.21%
$88.87 - $107.38 $444 - $537
2.36K $210K
SO
Southern CO

Utilities
10
+ 0.2%
$81.5 - $94.15 $815 - $942
5.11K $420K
DTE
Dte Energy CO

Utilities
29
+ 0.37%
$117.04 - $129.77 $3.39K - $3.76K
7.84K $946K
MRK
Merck & Co., Inc.

Healthcare
330
+ 5.12%
$96.31 - $114.76 $31.8K - $37.9K
6.78K $674K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27.5K
+ 101.99%
$18.41 - $40.87 $507K - $1.13M
54.5K $1.01M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
489
+ 0.47%
$77.86 - $79.27 $38.1K - $38.8K
105K $8.22M
JNJ
Johnson & Johnson

Healthcare
389
+ 3.55%
$143.34 - $165.86 $55.8K - $64.5K
11.4K $1.64M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.81K
+ 1.69%
$80.13 - $83.77 $145K - $152K
109K $8.75M
VTV
Vanguard Value ETF

ETFs
2.38K
+ 1.42%
$168.32 - $181.87 $400K - $432K
170K $28.7M
TDG
Trans Digm Group Inc

Industrials
34
+ 0.97%
$1239.0 - $1442.53 $42.1K - $49K
3.56K $4.51M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
65
+ 0.73%
$396.64 - $516.74 $25.8K - $33.6K
9K $3.63M
KO
Coca Cola CO

Consumer Defensive
1.02K
+ 1.55%
$61.74 - $71.71 $62.9K - $73K
66.9K $4.16M
PSA
Public Storage

Real Estate
33
+ 0.32%
$289.33 - $360.21 $9.55K - $11.9K
10.5K $3.13M
NEE
Nextera Energy Inc

Utilities
536
+ 0.88%
$69.77 - $85.43 $37.4K - $45.8K
61.3K $4.39M
LOW
Lowes Companies Inc

Consumer Cyclical
30
+ 0.09%
$244.52 - $284.07 $7.34K - $8.52K
33.9K $8.37M
IEFA
Ishares Tr

ETFs
1.37K
+ 0.56%
$70.06 - $77.43 $96.1K - $106K
245K $17.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.1K
+ 1.52%
$44.04 - $49.49 $444K - $499K
675K $29.7M
VEA
Vanguard Ftse Developed Market

ETFs
20.2K
+ 1.1%
$47.57 - $52.44 $960K - $1.06M
1.85M $88.6M
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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