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CIK: 0001449126
Total reported value
$4.0B
$4.0B
1238 檔
14.7%
In Q2 2025, Sigma Planning Corp's U.S. equity holdings reached a combined market value of $4.0B, distributed across 1238 disclosed stock positions.
Sigma Planning Corp executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, NVDA) accounted for 14.7% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.75% | -0.09% | -4.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.09% | -1.73% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.30% | -0.32% | -1.22% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | -0.23% | +0.78% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.20% | +0.46% | -2.81% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.13% | -10.71% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | -0.09% | +2.43% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | -0.03% | +33.26% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.52% | -0.03% | -2.27% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.42% | +0.12% | +2.70% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.04% | -0.11% | -0.57% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.12% | +1.49% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.83% | +0.06% | +0.94% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | — | -12.43% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.12% | -2.64% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.71% | -0.05% | -14.89% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | — | +1.38% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.08% | -0.49% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | -0.12% | -0.11% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.65% | -0.04% | +4.28% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | -0.06% | +3.02% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | -0.10% | +3.43% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | — | -8.64% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.15% | -2.57% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.01% | -4.14% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.53% | -0.07% | -1.84% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.13% | +23.55% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | -0.26% | -2.76% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | — | -20.55% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.48% | -0.02% | -1.28% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.04% | -19.31% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | -0.21% | -1.80% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.14% | -3.97% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.42% | -0.05% | +2535.60% | |
| 35 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.42% | +0.02% | -29.15% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.41% | +0.01% | +2.43% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.02% | -3.48% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.02% | -4.06% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.13% | -7.60% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.06% | -7.49% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | -0.03% | -0.95% | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.13% | +6.88% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | — | -6.94% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.17% | -5.76% | |
| 45 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.36% | — | +1.80% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.36% | -0.01% | -31.56% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.35% | -0.05% | -9.76% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.34% | +0.03% | +18.49% | |
| 49 | IOO | Ishares Global 100 ETF | ETF-Other | 0.33% | — | -6.17% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.33% | — | -36.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -1.22% | Trim |
| 2 | IDV | Ishares International Select | +0.4% | +2535.60% | Add |
| 3 | AVGO | Broadcom Inc | +0.2% | +3.02% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.2% | +23.55% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | -10.71% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.2% | +0.78% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +2.70% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -2.81% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +1.49% | Add |
| 10 | AFLG | First Trust Active Factor La | +0.1% | +1084.35% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +19.14% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.43% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | -20.55% | Trim |
| 14 | BFRZ | Innovator Eq Mng 100 Bfr ETF | +0.1% | NEW | New buy |
| 15 | FLRT | Pacer Aristotle Pacific Floa | +0.1% | +263.90% | Add |
| 16 | ISEP | Innovator Intl Dev Eq Power | +0.1% | NEW | New buy |
| 17 | BALT | Inn Defined Wealth Shield | +0.1% | +56.44% | Add |
| 18 | JBND | Jpmorgan Active Bond ETF | +0.1% | NEW | New buy |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +195.87% | Add |
| 20 | SCHG | Schwab US Large-cap Growth | +0.1% | +0.94% | Add |
| 21 | GEV | GE Vernova Inc | +0.1% | +0.68% | Add |
| 22 | COF | Capital One Financial CORP | +0.1% | +882.96% | Add |
| 23 | ALAB | Astera Labs Inc | +0.1% | NEW | New buy |
| 24 | RDVY | First Trust Rising Dividend | +0.1% | +18.49% | Add |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -4.33% | Trim |
| 26 | CGGR | Cap Group Growth Equity | +0.1% | +78.56% | Add |
| 27 | ORCL | Oracle CORP | +0.1% | -8.36% | Trim |
| 28 | FCUS | Pinnacle Focused Opport ETF | +0.1% | +35.01% | Add |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -2.64% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +33.26% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | -4.55% | Trim |
| 32 | AGGH | Simplify Aggregate Bond ETF | -0.1% | EXIT | Sold out |
| 33 | LMBS | First Trust Low Duration Opp | -0.1% | -33.91% | Trim |
| 34 | XLV | Ss Health Care Select Sector | -0.1% | -22.72% | Trim |
| 35 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -23.72% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | +3.87% | Add |
| 37 | PFEB | Innovator U.s. Equity Power | -0.1% | -94.69% | Trim |
| 38 | UCON | First Trust Smith Unconstrai | -0.1% | -52.01% | Trim |
| 39 | COST | Costco Wholesale CORP | -0.1% | -19.31% | Trim |
| 40 | AIRR | First Trust Rba American Ind | -0.1% | -54.19% | Trim |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -29.24% | Trim |
| 42 | ABBV | Abbvie Inc | -0.1% | -4.14% | Trim |
| 43 | BYLD | Ishares Yield Optimized Bond | -0.2% | EXIT | Sold out |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | -31.56% | Trim |
| 45 | FV | First Trust Dw Focus 5 Fund | -0.2% | -69.44% | Trim |
| 46 | SDVY | First Trust Smid Cap Rising | -0.2% | -29.15% | Trim |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -14.89% | Trim |
| 48 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | -36.69% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -12.43% | Trim |
| 50 | AAPL | Apple Inc | -0.9% | -1.73% | Trim |
According to official SEC Form 13F filings, Sigma Planning Corp reported a total U.S. public equity portfolio value of $4.0B across 1238 disclosed positions in Q2 2025.
During Q2 2025, Sigma Planning Corp's top holdings by market value included IVV (5.8%)、AAPL (4.0%)、NVDA (3.3%). The largest single position, IVV, represented 5.8% of total portfolio value.
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Top New Position Initiated
BFRZ
市值: $3.8M
Top Position Liquidated / Trimmed
BYLD
前期市值: $4.9M
In Q2 2025, Sigma Planning Corp made 50 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 24 holdings, and fully liquidating 2 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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