Sigma Investment Counselors Inc Incresed Positions in Q4 2024

Sigma Investment Counselors Inc

  • $1.69 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.68K
+ 0.72%
$570.51 - $610.59 $2.67M - $2.86M
659K $388M
AVGO
Broadcom Inc.

Technology
11.2K
+ 286.85%
$159.67 - $250.0 $1.78M - $2.79M
15.1K $3.49M
AMZN
Amazon Com Inc

Consumer Cyclical
82
+ 0.1%
$180.88 - $232.93 $14.8K - $19.1K
79.2K $17.4M
ETN
Eaton Corp PLC

Industrials
7.58K
+ 468.65%
$326.96 - $377.52 $2.48M - $2.86M
9.2K $3.05M
SUB
Ishares Short Term National Mu

ETFs
15.9K
+ 163.73%
$104.94 - $106.2 $1.67M - $1.69M
25.6K $2.7M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
110K
+ 10.19%
$24.5 - $25.72 $2.69M - $2.82M
1.19M $29.2M
ARCC
Ares Capital Corp

Financial Services
27.2K
+ 3.99%
$20.74 - $22.27 $564K - $606K
709K $15.5M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
115K
+ 8.41%
$20.28 - $21.2 $2.33M - $2.44M
1.48M $30.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.6K
+ 3.78%
$100.24 - $101.35 $1.37M - $1.38M
374K $37.7M
XLK
Technology Sector Spdr

ETFs
3.99K
+ 30.94%
$220.26 - $241.44 $878K - $962K
16.9K $3.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
886
+ 4.19%
$481.22 - $538.17 $426K - $477K
22K $11.3M
IBDV
Ishares Tr

Technology
95.8K
+ 7.02%
$21.24 - $22.15 $2.04M - $2.12M
1.46M $31.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
33.5K
+ 3.23%
N/A
1.07M $25.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13K
+ 0.64%
$61.68 - $67.87 $802K - $882K
2.05M $128M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
49.6K
+ 4.73%
$23.88 - $24.32 $1.18M - $1.21M
1.1M $26.3M
SJNK
Spdr Bloomberg Short Term High

ETFs
58.4K
+ 3.98%
$25.09 - $25.69 $1.46M - $1.5M
1.53M $38.5M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
26.7K
+ 2.69%
$25.0 - $25.11 $667K - $670K
1.02M $25.5M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
48.2K
+ 4.53%
$24.82 - $25.48 $1.2M - $1.23M
1.11M $27.7M
GOOG
Alphabet Inc.

Communication Services
1.01K
+ 14.07%
$163.08 - $198.16 $165K - $201K
8.2K $1.56M
TJX
Tjx Companies Inc

Consumer Cyclical
741
+ 0.91%
$112.15 - $127.2 $83.1K - $94.3K
82.4K $9.96M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.04%
$370.24 - $418.94 $1.85K - $2.09K
11.5K $4.63M
BMY
Bristol Myers Squibb CO

Healthcare
1.12K
+ 3.23%
$51.92 - $59.94 $57.9K - $66.8K
35.6K $2.01M
IAU
Ishares Gold Trust

ETFs
5.48K
+ 2.42%
$48.37 - $52.65 $265K - $289K
232K $11.5M
XLV
Select Sector Spdr Fund Health

ETFs
1.87K
+ 40.86%
$136.28 - $154.74 $254K - $289K
6.43K $884K
SCHX
Schwab Strategic Tr Us Large C

ETFs
140K
+ 203.63%
$22.4 - $68.28 $3.15M - $9.59M
209K $4.85M
AJG
Arthur J. Gallagher & Co.

Financial Services
156
+ 0.48%
$278.49 - $315.16 $43.4K - $49.2K
32.6K $9.26M
XLF
Financial Sector Spdr

ETFs
104
+ 0.27%
$44.89 - $51.34 $4.67K - $5.34K
39.1K $1.89M
WMT
Walmart Inc.

Consumer Defensive
801
+ 23.83%
$79.1 - $95.7 $63.4K - $76.7K
4.16K $376K
DTM
Dt Midstream, Inc.

Energy
264
+ 6.96%
$78.85 - $108.56 $20.8K - $28.7K
4.06K $403K
CRM
Salesforce, Inc.

Technology
4
+ 0.35%
$270.87 - $367.87 $1.08K - $1.47K
1.14K $379K
NFLX
Netflix Inc

Communication Services
3
+ 0.83%
$687.65 - $936.56 $2.06K - $2.81K
365 $325K
HON
Honeywell International Inc

Industrials
118
+ 6.78%
$202.84 - $236.0 $23.9K - $27.8K
1.86K $419K
VB
Vanguard Small Cap ETF

ETFs
177
+ 7.02%
$233.76 - $261.58 $41.4K - $46.3K
2.7K $648K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.67K
+ 25.55%
$56.27 - $69.89 $93.9K - $117K
8.2K $465K
VXF
Vanguard Extended Market ETF

ETFs
133
+ 5.78%
$179.17 - $207.15 $23.8K - $27.6K
2.43K $462K
PAYX
Paychex Inc

Industrials
166
+ 5.74%
$135.86 - $148.73 $22.6K - $24.7K
3.06K $429K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
83.5K
+ 196.35%
$22.01 - $66.82 $1.84M - $5.58M
126K $2.86M
XLI
Industrial Sector Spdr

ETFs
258
+ 16.18%
$131.76 - $143.99 $34K - $37.1K
1.85K $244K
IYW
Ishares Dj Us Tech ETF

ETFs
69
+ 4.53%
$148.14 - $166.23 $10.2K - $11.5K
1.59K $254K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
886
+ 6.27%
$20.6 - $20.71 $18.3K - $18.3K
15K $310K
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
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15K
+ 197.96%
$26.93 - $84.95 $405K - $1.28M
22.6K $618K
PEP
Pepsico Inc

Consumer Defensive
319
+ 7.4%
$151.29 - $176.1 $48.3K - $56.2K
4.63K $703K
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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