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CIK: 0001449126
Total reported value
$4.0B
$4.0B
1191 檔
13.6%
During the Q1 2025 filing period, Sigma Planning Corp (CIK: 0001449126) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.0B across 1191 reported positions.
In Q1 2025, Sigma Planning Corp displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1191 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.78% | -0.09% | -3.22% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.92% | -0.09% | +0.11% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | -0.32% | +3.47% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.23% | +2.98% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | +0.46% | -1.60% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.13% | +1.62% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | -0.03% | +1.45% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | -0.09% | +1.62% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.59% | -0.03% | +33.79% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.23% | +0.12% | -11.44% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.10% | -0.11% | +3.59% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | — | +2.53% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.89% | -0.05% | -6.28% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.79% | — | -2.72% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.75% | +0.06% | -0.90% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.12% | -0.39% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.12% | +19.03% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.01% | -0.93% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.08% | +7.45% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | -0.12% | -5.11% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.66% | -0.04% | +6.76% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | -0.10% | -8.57% | |
| 23 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.60% | +0.02% | +6.96% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.15% | +4.35% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.04% | +13.62% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.57% | -0.07% | +42.74% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | — | +2.36% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.26% | +0.47% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.52% | — | -7.72% | |
| 30 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.52% | -0.01% | +14.93% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.50% | -0.02% | +19.31% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | -0.21% | +4.61% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.02% | +1.28% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.01% | -10.80% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.02% | +1.34% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | -0.03% | -3.69% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.14% | +6.47% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | -0.17% | -5.76% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | — | +9.40% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.05% | +6.57% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.13% | +2.37% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.41% | -0.01% | +2.19% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | -0.06% | +22.68% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | — | +50.08% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.38% | +0.01% | -5.09% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.06% | +7.46% | |
| 47 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.36% | — | -1.38% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.36% | -0.13% | +22.58% | |
| 49 | IOO | Ishares Global 100 ETF | ETF-Other | 0.34% | — | -21.89% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.12% | +0.47% |
According to official SEC Form 13F filings, Sigma Planning Corp reported a total U.S. public equity portfolio value of $4.0B across 1191 disclosed positions in Q1 2025.
During Q1 2025, Sigma Planning Corp's top holdings by market value included IVV (5.8%)、AAPL (4.9%)、NVDA (2.4%). The largest single position, IVV, represented 5.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, NVDA) accounted for 13.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $181.3M
In Q1 2025, Sigma Planning Corp made 50 total portfolio adjustments, initiating 50 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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