Sigma Planning Corp Reduced Holdings in Q4 2024

Sigma Planning Corp

  • $3.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-368K
- 86.66%
$43.61 - $45.3 $16.1M - $16.7M
56.7K $2.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
-16.4K
- 15.0%
$567.81 - $607.81 $9.33M - $9.99M
93.1K $54.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-113K
- 33.0%
$42.84 - $45.38 $4.86M - $5.14M
230K $9.89M
MSFT
Microsoft Corp

Technology
-9.79K
- 6.15%
$406.35 - $454.46 $3.98M - $4.45M
149K $62.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-59.2K
- 21.74%
$57.53 - $60.83 $3.41M - $3.6M
213K $12.3M
IWM
Ishares Russell 2000 ETF

ETFs
-17.1K
- 39.25%
$216.13 - $242.4 $3.7M - $4.15M
26.5K $5.85M
DGRO
Ishares Core Dividend Growth E

ETFs
-44.8K
- 6.9%
$60.73 - $64.94 $2.72M - $2.91M
605K $37.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-43.4K
- 7.42%
$56.06 - $61.35 $2.43M - $2.66M
541K $30.6M
LLY
Eli Lilly & CO

Healthcare
-1.38K
- 7.38%
$727.2 - $932.06 $1M - $1.29M
17.3K $13.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-10.4K
- 3.27%
$106.56 - $113.11 $1.1M - $1.17M
307K $32.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-34.7K
- 27.86%
$77.86 - $79.27 $2.71M - $2.75M
89.9K $7.02M
LGOV
First Tr ETF Iv Long Duration

ETFs
-122K
- 58.78%
$20.75 - $22.49 $2.53M - $2.75M
85.6K $1.78M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-51.4K
- 17.26%
$50.73 - $51.08 $2.61M - $2.62M
246K $12.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-21.4K
- 31.09%
$87.1 - $98.49 $1.87M - $2.11M
47.5K $4.15M
ABBV
Abb Vie Inc.

Healthcare
-2.32K
- 2.12%
$164.99 - $203.87 $383K - $474K
107K $19M
AJG
Arthur J. Gallagher & Co.

Financial Services
-8.66K
- 84.14%
$278.49 - $315.16 $2.41M - $2.73M
1.63K $463K
VZ
Verizon Communications Inc

Communication Services
-28.6K
- 11.95%
$39.6 - $45.21 $1.13M - $1.29M
211K $8.44M
PH
Parker Hannifin Corp

Industrials
-3.59K
- 77.34%
$621.74 - $709.46 $2.23M - $2.55M
1.05K $669K
XLI
Industrial Sector Spdr

ETFs
-15.2K
- 33.83%
$131.76 - $143.99 $2M - $2.19M
29.7K $3.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.68K
- 5.91%
$442.29 - $483.08 $1.63M - $1.78M
58.6K $26.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-20.5K
- 13.33%
$74.5 - $78.37 $1.52M - $1.6M
133K $9.94M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-11.1K
- 3.07%
$49.36 - $53.72 $546K - $594K
349K $17.2M
PG
Procter & Gamble CO

Consumer Defensive
-9.85K
- 14.2%
$161.05 - $179.7 $1.59M - $1.77M
59.5K $9.98M
IOO
Ishares Tr Global 100 ETF

ETFs
-22.6K
- 13.85%
$97.46 - $103.45 $2.21M - $2.34M
141K $14.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-110K
- 43.5%
$17.93 - $18.8 $1.97M - $2.07M
143K $2.6M
WM
Waste Management Inc

Industrials
-8.3K
- 17.81%
$201.79 - $228.46 $1.68M - $1.9M
38.3K $7.73M
NEE
Nextera Energy Inc

Utilities
-5.2K
- 4.34%
$69.77 - $85.43 $363K - $444K
115K $8.23M
GIS
General Mills Inc

Consumer Defensive
-22.4K
- 46.73%
$62.78 - $74.62 $1.4M - $1.67M
25.5K $1.62M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-46K
- 82.3%
$40.86 - $43.42 $1.88M - $2M
9.9K $414K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-44.2K
- 34.07%
$46.94 - $51.62 $2.08M - $2.28M
85.6K $4.27M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-36.6K
- 45.84%
$50.35 - $50.69 $1.84M - $1.86M
43.3K $2.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.59K
- 4.61%
$96.64 - $101.23 $830K - $870K
178K $17.2M
MUB
Ishares National Muni Bond ETF

ETFs
-12.2K
- 8.42%
$105.78 - $108.7 $1.29M - $1.33M
133K $14.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.64K
- 4.11%
$189.5 - $206.17 $879K - $956K
108K $20.7M
TDVG
T Rowe Price Exchange Traded F

Technology
-37.1K
- 77.5%
$39.51 - $41.92 $1.47M - $1.55M
10.8K $426K
SYY
Sysco Corp

Consumer Defensive
-19.4K
- 71.74%
$73.63 - $81.77 $1.43M - $1.59M
7.66K $585K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-28.1K
- 16.33%
$48.48 - $49.47 $1.36M - $1.39M
144K $7.02M
SPOT
Spotify Technology S.A.

Communication Services
-4.25K
- 81.52%
$362.95 - $502.38 $1.54M - $2.14M
964 $431K
PULS
Pgim ETF Tr

ETFs
-29.3K
- 25.0%
$49.51 - $49.79 $1.45M - $1.46M
87.8K $4.35M
CLX
Clorox CO

Consumer Defensive
-9.03K
- 45.38%
$156.51 - $169.74 $1.41M - $1.53M
10.9K $1.77M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-18.1K
- 52.44%
$68.25 - $75.42 $1.24M - $1.37M
16.4K $1.12M
DAL
Delta Air Lines, Inc.

Industrials
-32.8K
- 61.08%
$47.46 - $65.77 $1.56M - $2.16M
20.9K $1.27M
UNH
Unitedhealth Group Inc

Healthcare
-481
- 3.19%
$485.52 - $625.25 $234K - $301K
14.6K $7.38M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-23.5K
- 19.29%
$59.74 - $60.03 $1.4M - $1.41M
98.1K $5.86M
XOM
Exxon Mobil Corp

Energy
-4.64K
- 5.09%
$105.51 - $125.37 $490K - $582K
86.5K $9.31M
FTCS
First Trust Capital Strength E

ETFs
-12.6K
- 14.39%
$87.62 - $94.03 $1.11M - $1.19M
75.1K $6.6M
JNJ
Johnson & Johnson

Healthcare
-1.57K
- 2.53%
$143.34 - $165.86 $226K - $261K
60.6K $8.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.18K
- 14.16%
$288.47 - $316.54 $916K - $1.01M
19.3K $5.58M
XLU
Utilities Sector Spdr

ETFs
-10.1K
- 10.94%
$74.89 - $82.93 $758K - $840K
82.5K $6.24M
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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