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CIK: 0001449126
Total reported value
$4.0B
$4.0B
1216 檔
13.2%
According to the latest 13F quarterly dataset, Sigma Planning Corp managed an equity portfolio of $4.0B at the end of Q1 2024, spanning 1216 distinct U.S. exchange-listed positions.
During Q1 2024, Sigma Planning Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.59% | -0.09% | +125.31% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.20% | -0.09% | +184.89% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.35% | +0.46% | +98.88% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.13% | +111.38% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.23% | +155.68% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | -0.32% | +88.08% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.58% | -0.03% | +127.13% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | -0.03% | +132.52% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.47% | +0.12% | +151.40% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | -0.09% | +144.03% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.12% | -0.11% | +150.79% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.10% | -0.05% | +138.78% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.97% | — | +138.47% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | -0.12% | +1052.22% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.12% | +206.34% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | — | +101.43% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.01% | +60.95% | |
| 18 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.70% | — | +48.00% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.08% | +149.45% | |
| 20 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.69% | — | +97.95% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | -0.10% | +92.41% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.60% | -0.07% | +118.97% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.15% | +98.69% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.14% | +59.38% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | -0.26% | +107.31% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | -0.03% | +50.28% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.12% | +112.58% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.04% | +206.53% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.05% | +149.75% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | — | +122.83% | |
| 31 | IOO | Ishares Global 100 ETF | ETF-Other | 0.47% | — | +126.18% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.17% | +100.55% | |
| 33 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.46% | — | +200.49% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.01% | +234.77% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.12% | +157.40% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.01% | +249.79% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.42% | -0.21% | +133.51% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.02% | +104.00% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.04% | +88.42% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.13% | +113.43% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.02% | +165.55% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.01% | +148.35% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +0.06% | +59.30% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +0.34% | +396.21% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | -0.01% | +90.69% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.35% | +0.01% | +417.68% | |
| 47 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.35% | -0.02% | +160.49% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | — | +98.47% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.34% | +0.01% | +565.49% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | +0.02% | +142.34% |
According to official SEC Form 13F filings, Sigma Planning Corp reported a total U.S. public equity portfolio value of $4.0B across 1216 disclosed positions in Q1 2024.
During Q1 2024, Sigma Planning Corp's top holdings by market value included IVV (5.6%)、AAPL (4.2%)、QQQ (2.4%). The largest single position, IVV, represented 5.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, QQQ) accounted for 13.2% of total reported equity market value during Q1 2024.
In Q1 2024, Sigma Planning Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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