Sigma Planning Corp Incresed Positions in Q4 2024

Sigma Planning Corp

  • $3.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CBRE
Cbre Group, Inc.

Real Estate
131
+ 7.12%
$119.22 - $140.71 $15.6K - $18.4K
1.97K $258K
MSCI
Msci Inc.

Financial Services
32
+ 5.21%
$569.09 - $635.99 $18.2K - $20.4K
646 $387K
HSY
Hershey CO

Consumer Defensive
412
+ 22.61%
$168.67 - $193.65 $69.5K - $79.8K
2.23K $378K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
886
+ 1.66%
$77.23 - $82.11 $68.4K - $72.7K
54.2K $4.22M
LDOS
Leidos Holdings, Inc.

Technology
462
+ 23.0%
$143.17 - $201.39 $66.1K - $93K
2.47K $355K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.77K
+ 2.9%
$29.77 - $30.19 $52.8K - $53.5K
62.8K $1.88M
EDOW
First Tr Exchange Traded Fd

ETFs
218
+ 0.42%
$35.29 - $38.02 $7.69K - $8.29K
52.7K $1.92M
BOCT
Innovator U.S. Equity Buffer E

ETFs
253
+ 1.46%
$42.04 - $44.04 $10.6K - $11.1K
17.6K $761K
ACN
Accenture PLC

Technology
83
+ 3.4%
$343.9 - $376.86 $28.5K - $31.3K
2.53K $888K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
605
+ 6.24%
$53.0 - $55.5 $32.1K - $33.6K
10.3K $547K
FTHI
First Trust Exchange Traded Fd

ETFs
788
+ 7.11%
$22.89 - $24.02 $18K - $18.9K
11.9K $276K
TFC
Truist Financial Corp

Financial Services
157
+ 0.77%
$41.51 - $48.1 $6.52K - $7.55K
20.6K $894K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.01K
+ 9.32%
N/A
11.9K $225K
YJUN
First Tr Exchange Traded Fd Vi
1.76K
+ 11.47%
$21.53 - $22.81 $38K - $40.2K
17.1K $370K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
801
+ 2.13%
N/A
38.5K $913K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
1.65K
+ 10.65%
$21.7 - $22.73 $35.7K - $37.4K
17.1K $371K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.22K
+ 2.64%
$36.54 - $37.53 $154K - $158K
164K $6.03M
BBDC
Barings Bdc, Inc.

Financial Services
2.35K
+ 15.17%
$9.27 - $10.33 $21.8K - $24.3K
17.9K $170K
DGX
Quest Diagnostics Inc

Healthcare
124
+ 2.31%
N/A
5.5K $753K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.19K
+ 2.65%
$22.72 - $23.0 $27.1K - $27.5K
46.3K $1.06M
YMAR
First Tr Ex Tr Viii Cboe Vest
1.61K
+ 10.98%
$22.79 - $24.1 $36.7K - $38.8K
16.3K $371K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
498
+ 5.87%
$50.02 - $51.24 $24.9K - $25.5K
8.98K $450K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
2.34K
+ 3.14%
$18.62 - $19.05 $43.6K - $44.6K
76.9K $1.44M
CLSK
Cleanspark, Inc.

Technology
1.87K
+ 11.91%
$8.61 - $17.63 $16.1K - $32.9K
17.5K $161K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.32K
+ 7.34%
$119.34 - $127.78 $157K - $168K
19.2K $2.3M
DSI
Ishares Msci Kld 400 Social Et

ETFs
11
+ 0.12%
$107.41 - $115.71 $1.18K - $1.27K
9.39K $1.04M
CHD
Church & Dwight CO Inc

Consumer Defensive
137
+ 2.72%
$99.11 - $112.25 $13.6K - $15.4K
5.18K $542K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
307
+ 14.77%
$92.26 - $103.02 $28.3K - $31.6K
2.39K $223K
NAT
Nordic American Tankers LTD

Industrials
3.6K
+ 12.29%
N/A
32.9K $130K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
41
+ 1.21%
$124.61 - $133.96 $5.11K - $5.49K
3.44K $442K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
357
+ 6.85%
$47.65 - $48.6 $17K - $17.4K
5.57K $265K
DEO
Diageo PLC

Consumer Defensive
720
+ 12.07%
$118.0 - $139.88 $85K - $101K
6.69K $849K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
456
+ 9.36%
$46.38 - $48.42 $21.1K - $22.1K
5.33K $247K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
722
+ 7.66%
$25.3 - $26.31 $18.3K - $19K
10.2K $259K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
601
+ 6.64%
$30.04 - $33.26 $18.1K - $20K
9.65K $290K
FDHY
Fidelity Covington Trust High

ETFs
690
+ 3.17%
$48.24 - $49.25 $33.3K - $34K
22.5K $1.09M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
33
+ 0.43%
$43.67 - $47.04 $1.44K - $1.55K
7.65K $346K
AUR
Aurora Innovation, Inc.

Technology
950
+ 8.89%
$4.99 - $8.06 $4.74K - $7.66K
11.6K $73K
MFC
Manulife Financial Corp

Financial Services
53
+ 0.66%
$29.21 - $32.87 $1.55K - $1.74K
8.07K $247K
RWL
Invesco Exchange Traded Fd Tr

ETFs
97
+ 3.71%
$97.11 - $104.1 $9.42K - $10.1K
2.71K $265K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
238
+ 5.83%
$49.39 - $52.31 $11.8K - $12.4K
4.32K $214K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
43
+ 2.22%
$111.85 - $120.71 $4.81K - $5.19K
1.98K $228K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.07K
+ 11.6%
$23.17 - $26.26 $24.9K - $28.2K
10.3K $248K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
640
+ 1.38%
$14.28 - $14.81 $9.14K - $9.48K
46.9K $674K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
277
+ 1.7%
$33.7 - $37.69 $9.33K - $10.4K
16.6K $570K
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.86%
$311.11 - $335.64 $1.87K - $2.01K
700 $225K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
204
+ 5.45%
$70.31 - $77.39 $14.3K - $15.8K
3.95K $277K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.14%
$118.0 - $127.04 $826 - $889
5.1K $619K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
282
+ 0.94%
$9.1 - $9.51 $2.57K - $2.68K
30.4K $282K
Activity Summary
Buys All Purchases 570 New Holdings 70 Increased Positions 500 Sells All Sells 557 Reductions 557 Sold out 0 Options Calls 1 Puts 2
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