SP

Sigma Planning Corp

13F
Sigma Planning Corp
Last update 2024-11-04 1197 Stocks (100 new)
Value $3.23 Bil Turnover 6 %
Countries:
Top Holdings: IVV(5.96%)AAPL(5.11%)NVDA(2.55%)QQQ(2.18%)MSFT(2.12%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sigma Planning Corp Top Holdings of 2024-09-30 View Full List
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
334,058
192691.170
+1.22%
5.960
+0.07%
0.040
+11.39%
+21.32%
545867.438
 
AAPL 		Apple Inc
709,439
165299.280
-3.35%
5.110
-0.17%
0.000
+6.90%
+16.50%
3377630.651
Hardware
NVDA 		NVIDIA Corp
677,980
82334.170
-2.99%
2.550
-0.08%
0.000
+39.32%
+182.62%
3432482.900
Semiconductors
QQQ 		INVESCO QQQ Trust
144,431
70492.650
-10.25%
2.180
-0.25%
0.020
+13.06%
+20.19%
297491.725
 
MSFT 		Microsoft Corp
159,061
68443.870
-2.74%
2.120
-0.06%
0.000
+4.32%
+10.02%
3059156.043
Software
AMZN 		Amazon.com Inc
358,094
66723.680
-2.85%
2.060
-0.07%
0.000
+23.90%
+31.30%
2097744.695
Retail - Cyclical
SPY 		S&P 500 ETF TRUST ETF
109,560
62861.270
-1.37%
1.940
-0.03%
0.010
+11.46%
+21.32%
596439.718
 
VOO 		Vanguard S&P 500 ETF
97,634
51518.660
+4.36%
1.590
+0.07%
0.010
+11.55%
+21.36%
493529.539
 
IVW 		iShares S&P 500 Growth ETF
506,713
48517.790
-10.38%
1.500
-0.17%
0.090
+14.23%
+28.93%
53818.990
 
DGRO 		iShares Core Dividend Growth ETF
649,549
40720.250
-13.99%
1.260
-0.19%
0.130
+7.90%
+15.96%
30270.042
 

Sigma Planning Corp's Historical Top Holdings Breakdowns

Sigma Planning Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IGLB 		iShares 10 Year Investment Grade Corporate Bond ETF2024-09-30New Buy
+0.60%
●
49.38 ($52.17) 54.2
$51.38
-1.51%
New holding
360,181
360,181
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.54%
●
23.16 ($25.16) 26.42
$26.44
5.09%
Add 400.32%
847,372
169,502
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.52%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 204.47%
889,809
199,188
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.27%
●
20.37 ($21.79) 22.62
$22.80
4.64%
Add 212.33%
576,939
130,739
QQQ 		INVESCO QQQ Trust2024-09-30Reduce
-0.25%
●
434.77 ($473.23) 502.96
$492.21
4.01%
Reduce -10.25%
144,431
-16,500
DGRO 		iShares Core Dividend Growth ETF2024-09-30Reduce
-0.19%
●
57.47 ($60.28) 62.76
$62.41
3.53%
Reduce -13.99%
649,549
-105,689
USIG 		iShares U.S. Credit Bond ETF2024-09-30Reduce
-0.19%
●
49.82 ($51.61) 52.8
$51.15
-0.89%
Reduce -50.1%
117,152
-117,641
AAPL 		Apple Inc2024-09-30Reduce
-0.17%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Reduce -3.35%
709,439
-24,626
IVW 		iShares S&P 500 Growth ETF2024-09-30Reduce
-0.17%
●
84.77 ($92.32) 97.13
$96.83
4.89%
Reduce -10.38%
506,713
-58,690
PAMC 		Pacer Lunt MidCap Multi-Factor Alternator ETF2024-09-30Sold Out
-0.16%
●
42.64 ($45.01) 46.54
$46.94
4.29%
Sold Out
0
-110,679

Sigma Planning Corp Total Holding History ($B)

To

Sigma Planning Corp's Asset Allocation

To

Sigma Planning Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sigma Planning Corp's Hypothetical Growth since 2024-09-30

Sigma Planning Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Sigma Planning Corp's Holdings Heat Map

Size field:

Sigma Planning Corp's Holdings Bubble Chart

Sigma Planning Corp News

  • 1

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