Sigma Planning Corp Incresed Positions in Q3 2025

Sigma Planning Corp

  • $3.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3
+ 0.43%
$473.44 - $553.71 $1.42K - $1.66K
708 $387K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.61K
+ 2.33%
$30.02 - $30.29 $48.4K - $48.8K
70.9K $2.15M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
926
+ 8.32%
$49.09 - $50.58 $45.5K - $46.8K
12.1K $608K
SQ
Block, Inc.

Technology
978
+ 5.89%
N/A
17.6K $1.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
222
+ 2.51%
$87.29 - $93.61 $19.4K - $20.8K
9.06K $845K
LNG
Cheniere Energy, Inc.

Energy
341
+ 11.62%
$222.68 - $244.28 $75.9K - $83.3K
3.28K $769K
MSCI
Msci Inc.

Financial Services
103
+ 18.69%
$526.48 - $588.0 $54.2K - $60.6K
654 $371K
RCAT
Red Cat Holdings, Inc.

Technology
1.15K
+ 8.4%
$6.77 - $12.21 $7.79K - $14K
14.8K $151K
OKE
Oneok Inc

Energy
2.22K
+ 17.43%
$71.36 - $83.47 $158K - $185K
14.9K $1.09M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
5
+ 0.03%
$29.52 - $34.78 $148 - $174
15.9K $538K
IDU
Ishares Tr U S Utils ETF

ETFs
85
+ 1.33%
$103.7 - $111.17 $8.81K - $9.45K
6.48K $718K
CYBR
Cyber Ark Software Ltd.

Technology
8
+ 1.36%
$374.8 - $491.1 $3K - $3.93K
597 $288K
STZ
Constellation Brands, Inc.

Consumer Defensive
704
+ 42.44%
$131.78 - $176.09 $92.8K - $124K
2.36K $318K
DNP
Dnp Select Income Fund Inc

Financial Services
3.36K
+ 4.81%
$9.65 - $10.02 $32.4K - $33.6K
73.1K $731K
FBT
First Trust Nyse Arca Biotechn

ETFs
142
+ 11.08%
$159.46 - $180.52 $22.6K - $25.6K
1.42K $255K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
764
+ 8.41%
$42.43 - $45.05 $32.4K - $34.4K
9.85K $433K
VGIT
Vanguard Intermediate Term Tre

ETFs
758
+ 15.88%
$58.97 - $60.36 $44.7K - $45.8K
5.53K $332K
ECPG
Encore Capital Group Inc

Financial Services
34
+ 0.23%
$35.97 - $46.09 $1.22K - $1.57K
14.5K $606K
ECH
Ishares Inc Mcsi Chile ETF

ETFs
816
+ 6.72%
$29.48 - $34.02 $24.1K - $27.8K
13K $426K
OMFL
Invesco Exchange Traded Self I

ETFs
302
+ 2.87%
$57.41 - $60.45 $17.3K - $18.3K
10.8K $651K
CCJ
Cameco Corp

Energy
141
+ 4.05%
$70.47 - $86.89 $9.94K - $12.3K
3.62K $303K
EPD
Enterprise Products Partners L.P.

Energy
1.17K
+ 3.57%
$30.74 - $32.14 $35.8K - $37.4K
33.8K $1.06M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
29
+ 0.69%
$85.31 - $97.03 $2.47K - $2.81K
4.23K $403K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
5
+ 0.07%
$55.01 - $62.78 $275 - $314
7.16K $441K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
36
+ 0.62%
$40.76 - $47.94 $1.47K - $1.73K
5.84K $279K
OZK
Bank Ozk

Financial Services
436
+ 8.48%
$47.4 - $53.14 $20.7K - $23.2K
5.58K $284K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
18
+ 0.2%
$40.68 - $46.33 $732 - $834
9.02K $409K
MSI
Motorola Solutions, Inc.

Technology
22
+ 2.43%
$408.73 - $490.3 $8.99K - $10.8K
927 $423K
DFAS
Dimensional ETF Tr U S Small C

ETFs
218
+ 3.73%
$63.41 - $69.69 $13.8K - $15.2K
6.06K $414K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
30
+ 0.28%
$51.16 - $55.21 $1.53K - $1.66K
10.9K $603K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
647
+ 15.03%
$62.34 - $67.58 $40.3K - $43.7K
4.95K $320K
ABR
Arbor Realty Trust Inc

Real Estate
464
+ 2.01%
$10.7 - $12.21 $4.96K - $5.67K
23.6K $288K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
172
+ 0.65%
$25.53 - $26.94 $4.39K - $4.63K
26.4K $712K
COIN
Coinbase Global, Inc.

Technology
188
+ 10.16%
$297.99 - $419.78 $56K - $78.9K
2.04K $688K
VONV
Vanguard Russell 1000 Value Et

ETFs
94
+ 1.22%
$84.55 - $89.54 $7.95K - $8.42K
7.81K $697K
NRZ
New Residential Investment Corp.

Real Estate
5.37K
+ 4.19%
N/A
133K $967K
EXPI
Exp World Holdings, Inc.

Real Estate
114
+ 0.47%
$9.32 - $11.59 $1.06K - $1.32K
24.4K $259K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
38
+ 0.27%
$36.04 - $38.78 $1.37K - $1.47K
14K $541K
HCA
Hca Healthcare, Inc.

Healthcare
34
+ 5.81%
$334.32 - $426.2 $11.4K - $14.5K
619 $263K
MLPA
Global X Mlp ETF

ETFs
1.41K
+ 8.5%
$48.25 - $51.56 $68K - $72.6K
18K $870K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.07K
+ 2.69%
$14.8 - $15.15 $30.6K - $31.3K
78.9K $1.18M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
726
+ 16.88%
$46.86 - $48.27 $34K - $35K
5.03K $241K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
3.1K
+ 21.83%
$10.43 - $11.34 $32.3K - $35.2K
17.3K $186K
LNT
Alliant Energy Corp

Utilities
15
+ 0.29%
$60.76 - $67.41 $911 - $1.01K
5.13K $345K
IWB
Ishares Tr Russell 1000 ETF

ETFs
45
+ 6.39%
$339.37 - $366.46 $15.3K - $16.5K
749 $273K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
246
+ 8.07%
$90.5 - $96.59 $22.3K - $23.8K
3.3K $314K
IGRO
Ishares Tr International Divid

ETFs
387
+ 8.54%
$75.97 - $80.24 $29.4K - $31.1K
4.92K $391K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
18
+ 0.5%
$79.39 - $90.39 $1.43K - $1.63K
3.65K $323K
MAS
Masco Corp

Industrials
108
+ 2.53%
$64.44 - $76.07 $6.96K - $8.22K
4.38K $308K
Activity Summary
Buys All Purchases 650 New Holdings 143 Increased Positions 507 Sells All Sells 605 Reductions 605 Sold out 0 Options Calls 5 Puts 3
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email