SP
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Sigma Planning Corp13F | |
| Sigma Planning Corp | |
| Last update 2025-02-03 | 1160 Stocks (79 new) |
| Value $3.18 Bil | Turnover 5 % |
Sigma Planning Corp Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 333,448 | 196,293.9 | -0.18% | 6.170 | -0.01% | 0.030 | -8.62% | -5.70% | 558,746.6 | ||
AAPL | Apple Inc | 693,734 | 173,724.8 | -2.21% | 5.460 | -0.11% | 0.000 | -11.71% | -15.99% | 3,156,738.4 | Hardware | |
NVDA | NVIDIA Corp | 682,184 | 91,610.5 | +0.62% | 2.880 | +0.02% | 0.000 | -15.70% | -19.03% | 2,653,012.0 | Semiconductors | |
AMZN | Amazon.com Inc | 334,488 | 73,383.4 | -6.59% | 2.310 | -0.14% | 0.000 | -21.18% | -14.44% | 1,991,940.7 | Retail - Cyclical | |
QQQ | INVESCO QQQ Trust | 138,533 | 70,822.2 | -4.08% | 2.230 | -0.09% | 0.020 | -9.33% | -7.46% | 297,311.2 | ||
MSFT | Microsoft Corp | 149,276 | 62,919.7 | -6.15% | 1.980 | -0.13% | 0.000 | -12.36% | -7.01% | 2,907,876.5 | Software | |
SPY | SPDR S&P 500 ETF Trust | 93,127 | 54,579.8 | -15.00% | 1.720 | -0.29% | 0.010 | -8.60% | -5.73% | 572,323.3 | ||
VOO | Vanguard S&P 500 ETF | 97,625 | 52,601.6 | -0.01% | 1.650 | 0% | 0.010 | -8.58% | -5.69% | 622,381.9 | ||
IVW | iShares S&P 500 Growth ETF | 470,456 | 47,765.4 | -7.16% | 1.500 | -0.11% | 0.080 | -9.89% | -7.27% | 51,315.7 | ||
DGRO | iShares Core Dividend Growth ETF | 604,730 | 37,094.2 | -6.90% | 1.170 | -0.09% | 0.120 | -5.17% | -2.27% | 29,739.4 |
Sigma Planning Corp's Historical Top Holdings Breakdowns
Sigma Planning Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Reduce | -0.29% | 567.8 ($589.49) 607.81 | $550.85 | -6.55% | Reduce -15% | 93,127 | -16,433 | |
AZBJ | AZBJ | 2024-12-31 | Reduce | -0.23% | 32.88 ($33.31) 33.63 | $25.59 | -23.17% | Reduce -86.65% | 34,078 | -221,241 | |
PSFF | Pacer Swan SOS Fund of Funds ETF | 2024-12-31 | New Buy | +0.23% | 28.48 ($29.13) 29.57 | $28.35 | -2.68% | New holding | 248,980 | 248,980 | |
MSTB | LHA Market State Tactical Beta ETF | 2024-12-31 | New Buy | +0.17% | 33.45 ($34.48) 35.38 | $33.83 | -1.89% | New holding | 155,539 | 155,539 | |
DUKQ | Ocean Park Domestic ETF | 2024-12-31 | New Buy | +0.17% | 25.89 ($26.94) 28 | $22.89 | -15.04% | New holding | 198,765 | 198,765 | |
FIXD | First Trust TCW Opportunistic Fixed Income ETF | 2024-12-31 | Reduce | -0.16% | 42.84 ($43.78) 45.28 | $43.66 | -0.27% | Reduce -33% | 230,210 | -113,367 | |
AMZN | Amazon.com Inc | 2024-12-31 | Reduce | -0.14% | 180.8 ($204.89) 232.93 | $187.70 | -8.39% | Reduce -6.59% | 334,488 | -23,606 | |
MSFT | Microsoft Corp | 2024-12-31 | Reduce | -0.13% | 406.35 ($426.03) 454.46 | $391.16 | -8.18% | Reduce -6.15% | 149,276 | -9,785 | |
PFEB | Innovator U.S. Equity Power Buffer ETF - February | 2024-12-31 | New Buy | +0.12% | 35.94 ($36.46) 36.85 | $35.61 | -2.32% | New holding | 102,002 | 102,002 | |
IWM | iShares Russell 2000 ETF | 2024-12-31 | Reduce | -0.12% | 216.13 ($228.17) 242.4 | $194.94 | -14.56% | Reduce -39.25% | 26,498 | -17,120 |
Sigma Planning Corp Total Holding History ($B)
Sigma Planning Corp's Asset Allocation
Sigma Planning Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sigma Planning Corp's Hypothetical Growth since 2024-12-31
Sigma Planning Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sigma Planning Corp's Holdings Heat Map
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Sigma Planning Corp's Holdings Bubble Chart
Sigma Planning Corp News
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