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CIK: 0001449126
Total reported value
$4.0B
$4.0B
1180 檔
14.4%
The Q2 2024 SEC filing reveals that Sigma Planning Corp held a total portfolio value of $4.0B, covering 1180 public equity positions.
During Q2 2024, Sigma Planning Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, NVDA) accounted for 14.4% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 1180 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.72% | -0.09% | -2.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.90% | -0.09% | -5.80% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | -0.32% | +895.44% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.46% | +0.46% | +63.96% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.13% | -6.83% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -0.23% | +1.26% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | -0.03% | +55.28% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.66% | +0.12% | +1.91% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | -0.09% | +2.13% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.38% | -0.03% | -12.64% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.19% | -0.11% | +7.18% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.09% | -0.05% | +5.25% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.12% | -3.83% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | -0.12% | +2.72% | |
| 15 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.74% | — | +1.44% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | — | -23.41% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | — | +0.88% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.08% | -6.37% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | -0.10% | +0.14% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.01% | -11.29% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.58% | — | -13.26% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.57% | -0.07% | -4.47% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.04% | +8.60% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | +0.06% | +71.90% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | -0.03% | -9.16% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.53% | -0.02% | +60.20% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.12% | -1.74% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | -0.26% | +0.26% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.15% | -18.07% | |
| 30 | IOO | Ishares Global 100 ETF | ETF-Other | 0.50% | — | -2.70% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.17% | +8.03% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.50% | — | +8.19% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.50% | -0.05% | +2.81% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.14% | -23.12% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | -5.22% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.04% | -5.01% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.01% | +2.21% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.44% | +0.02% | +81.85% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.42% | -0.21% | -0.70% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.13% | -4.06% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | +0.06% | -3.79% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.39% | +0.09% | +27.24% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.38% | +0.01% | +1.89% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.01% | -3.38% | |
| 45 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.37% | -0.02% | +6.21% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | -0.01% | -2.47% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.02% | -3.06% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.01% | -17.53% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | — | +0.52% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | +0.02% | -8.44% |
According to official SEC Form 13F filings, Sigma Planning Corp reported a total U.S. public equity portfolio value of $4.0B across 1180 disclosed positions in Q2 2024.
During Q2 2024, Sigma Planning Corp's top holdings by market value included IVV (5.7%)、AAPL (4.9%)、NVDA (2.7%). The largest single position, IVV, represented 5.7% of total portfolio value.
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In Q2 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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