Sigma Planning Corp Portfolio Holdings
Sigma Planning Corp
- $3.07 Billion
- Q4 2024
Sigma Planning Corp has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.07 Billion distributed in 1162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $196M, Apple Inc. with a value of $174M, Nvidia Corp with a value of $91.6M, Amazon Com Inc with a value of $73.4M, and Invesco Qqq Trust, Series 1 with a value of $70.8M.
Examining the 13F form we can see an decrease of $155M in the current position value, from $3.22B to 3.07B.
Sigma Planning Corp is based out at Ann Arbor, MI
Below you can find more details about Sigma Planning Corp portfolio as well as his latest detailed transactions.
Portfolio value
$3.07 Billion
ETFs: $1.8 Billion
Technology: $446 Million
Consumer Cyclical: $148 Million
Financial Services: $144 Million
Healthcare: $112 Million
Industrials: $96.5 Million
Communication Services: $92.6 Million
Consumer Defensive: $80.4 Million
Other: $131 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,162
- Current Value $3.07 Billion
- Prior Value $3.22 Billion
- Filing
- Period Q4 2024
- Filing Date February 03, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 70 stocks
- Additional Purchases 500 stocks
- Sold out of 0 stocks
- Reduced holdings in 557 stocks