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
TMO
Thermo Fisher Scientific Inc.

Healthcare
-272
- 6.65%
$501.29 - $612.85 $136K - $167K
3.82K $1.99M
ORCL
Oracle Corp

Technology
-2.52K
- 7.78%
$165.41 - $192.43 $416K - $484K
29.8K $4.97M
BDX
Becton Dickinson & CO

Healthcare
-2.17K
- 70.01%
$220.02 - $243.75 $477K - $529K
929 $210K
LOW
Lowes Companies Inc

Consumer Cyclical
-422
- 2.38%
$244.52 - $284.07 $103K - $120K
17.3K $4.27M
MU
Micron Technology Inc

Technology
-1.32K
- 6.3%
$84.16 - $113.41 $111K - $150K
19.7K $1.66M
CI
Cigna Corp

Healthcare
-1.1K
- 35.55%
$265.59 - $358.58 $292K - $394K
1.99K $549K
PDI
Pimco Dynamic Income Fund

Financial Services
-22.5K
- 43.34%
$18.33 - $20.85 $412K - $469K
29.4K $538K
HEFA
Ishares Currency Hedged Msci E

ETFs
-12.5K
- 12.11%
$34.42 - $35.88 $430K - $448K
90.6K $3.15M
CROX
Crocs, Inc.

Consumer Cyclical
-2.28K
- 32.13%
$96.51 - $141.93 $220K - $324K
4.82K $527K
XLE
Energy Sector Spdr

ETFs
-3.96K
- 5.43%
$83.32 - $97.27 $330K - $385K
69K $5.91M
CEG
Constellation Energy Corp

Utilities
-1.11K
- 16.45%
$224.28 - $285.52 $250K - $318K
5.66K $1.27M
UL
Unilever PLC

Consumer Defensive
-4.96K
- 20.0%
$56.7 - $64.64 $281K - $320K
19.8K $1.12M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.76K
- 11.2%
$45.07 - $47.1 $350K - $365K
61.5K $2.78M
CGGR
Capital Group Growth ETF Shs C

ETFs
-16.3K
- 30.06%
$34.49 - $39.24 $563K - $641K
38K $1.41M
ADBE
Adobe Inc.

Technology
-268
- 5.5%
$437.39 - $552.96 $117K - $148K
4.61K $2.05M
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.86K
- 53.7%
$125.36 - $147.37 $484K - $569K
3.33K $437K
FCX
Freeport Mcmoran Inc

Basic Materials
-15
- 0.04%
$38.08 - $50.82 $571 - $762
39.7K $1.51M
DTE
Dte Energy CO

Utilities
-373
- 0.67%
$117.04 - $129.77 $43.7K - $48.4K
55K $6.64M
MMM
3 M CO

Industrials
-2.33K
- 11.81%
$124.74 - $137.12 $291K - $319K
17.4K $2.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.55K
- 37.08%
$75.1 - $82.99 $342K - $378K
7.72K $583K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.3K
- 6.51%
$80.13 - $83.77 $265K - $277K
47.4K $3.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.46K
- 57.43%
$178.39 - $215.0 $439K - $529K
1.83K $351K
FANG
Diamondback Energy, Inc.

Energy
-2.21K
- 31.82%
$153.06 - $199.5 $338K - $441K
4.74K $776K
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.82K
- 17.62%
$87.25 - $95.52 $420K - $460K
22.5K $1.99M
CGGO
Capital Group Global Growth Eq

ETFs
-13.5K
- 62.77%
$29.21 - $30.67 $395K - $415K
8.02K $234K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-3.94K
- 21.97%
$101.22 - $107.72 $398K - $424K
14K $1.43M
VTR
Ventas, Inc.

Real Estate
-4.6K
- 18.74%
$57.73 - $66.48 $266K - $306K
20K $1.17M
AWK
American Water Works Company, Inc.

Utilities
-1.64K
- 19.39%
$123.83 - $146.07 $204K - $240K
6.83K $850K
IEMG
Ishares Inc

ETFs
-7.23K
- 6.1%
N/A
111K $5.97M
ABT
Abbott Laboratories

Healthcare
-2.76K
- 3.79%
$111.93 - $119.39 $309K - $330K
70.1K $7.93M
VHT
Vanguard Health Care ETF

ETFs
-391
- 4.06%
$250.81 - $283.3 $98.1K - $111K
9.23K $2.34M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-8.54K
- 35.79%
$33.43 - $36.52 $285K - $312K
15.3K $516K
DDOG
Datadog, Inc.

Technology
-3.55K
- 62.94%
$113.98 - $168.65 $405K - $599K
2.09K $298K
MO
Altria Group, Inc.

Consumer Defensive
-8.39K
- 11.01%
$49.06 - $57.74 $412K - $484K
67.8K $3.55M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-415
- 15.11%
$396.64 - $516.74 $165K - $214K
2.33K $938K
CB
Chubb LTD

Financial Services
-947
- 16.99%
$271.57 - $301.89 $257K - $286K
4.63K $1.28M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-5.51K
- 13.95%
$44.21 - $46.46 $243K - $256K
34K $1.51M
IYY
Ishares Tr

ETFs
-2.37K
- 20.97%
$138.14 - $149.13 $328K - $354K
8.94K $1.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.92K
- 10.62%
$71.75 - $75.11 $210K - $219K
24.6K $1.77M
PSX
Phillips 66

Energy
-577
- 4.36%
$110.35 - $138.93 $63.7K - $80.2K
12.6K $1.44M
BP
Bp PLC

Energy
-7.37K
- 17.9%
$28.16 - $33.14 $207K - $244K
33.8K $998K
NKE
Nike, Inc.

Consumer Cyclical
-950
- 5.68%
$73.36 - $89.13 $69.7K - $84.7K
15.8K $1.19M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.68K
- 12.75%
$59.25 - $72.99 $99.6K - $123K
11.5K $686K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-10.8K
- 15.83%
$25.0 - $25.11 $271K - $272K
57.5K $1.44M
T
At&T Inc.

Communication Services
-20.7K
- 8.12%
$21.22 - $23.88 $440K - $495K
234K $5.34M
AEP
American Electric Power CO Inc

Utilities
-1.79K
- 17.0%
$90.91 - $102.21 $163K - $183K
8.76K $808K
INTC
Intel Corp

Technology
-4.55K
- 8.76%
$19.07 - $26.23 $86.8K - $119K
47.4K $950K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.92K
- 4.97%
$126.68 - $134.74 $243K - $258K
36.7K $4.68M
NUE
Nucor Corp

Basic Materials
-180
- 2.47%
$115.78 - $167.74 $20.8K - $30.2K
7.12K $831K
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
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