SI

SIGMA INVESTMENT COUNSELORS INC

13F
SIGMA INVESTMENT COUNSELORS INC
Last update 2024-10-24 199 Stocks (11 new)
Value $1.71 Bil Turnover 2 %
Countries:
Top Holdings: IVV(22.12%)IJH(7.45%)VEA(5.68%)IJR(4.10%)SJNK(2.22%)
Portfolio Report
Summary Stock Picks Current Portfolio
SIGMA INVESTMENT COUNSELORS IN... 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
654,104
377300.180
+1.34%
22.120
+0.29%
0.070
+6.95%
+21.99%
547129.359
 
IJH 		iShares Core S&P Mid-Cap ETF
2,037,653
126986.540
+0.99%
7.450
+0.07%
0.140
+1.82%
+13.15%
92381.458
 
VEA 		Vanguard FTSE Developed Markets ETF
1,833,188
96810.680
+0.58%
5.680
+0.03%
0.070
+0.58%
+5.34%
137327.215
 
IJR 		iShares Core S&P Small-Cap ETF
597,123
69839.550
+0.36%
4.100
+0.01%
0.080
-1.56%
+6.98%
85926.080
 
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF
1,468,186
37805.780
+2.47%
2.220
+0.05%
0.770
+1.19%
+1.51%
4971.296
 
STIP 		iShares 0-5 Year TIPS Bond ETF
360,782
36554.410
+1.19%
2.140
+0.03%
0.470
+1.06%
+2.16%
7730.161
 
IWB 		iShares Russell 1000 ETF
112,688
35427.960
-0.63%
2.080
-0.01%
0.090
+6.94%
+21.31%
38163.647
 
OEF 		iShares S&P 100 ETF
1,417,510
33448.040
+7.22%
1.960
+0.13%
2.820
+8.06%
+25.95%
14153.084
 
VWO 		Vanguard FTSE Emerging Markets ETF
665,058
31823.040
-0.63%
1.870
-0.01%
0.040
+7.41%
+13.55%
77849.532
 
IBDV 		iShares iBonds Dec 2030 Term Corporate ETF
1,364,367
30248.030
+7.40%
1.770
+0.12%
2.250
+0.14%
-0.09%
1391.232
 

SIGMA INVESTMENT COUNSELORS INC's Historical Top Holdings Breakdowns

SIGMA INVESTMENT COUNSELORS INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.29%
●
520.18 ($556.01) 576.82
$582.67
4.79%
Add 1.34%
654,104
8,662
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.18%
●
20.37 ($21.79) 22.62
$22.91
5.14%
Add 200.66%
206,931
46,035
IBDX 		iShares iBonds Dec 2032 Term Corporate ETF2024-09-30Add
+0.17%
●
24.34 ($25.25) 25.83
$25.02
-0.91%
Add 11.84%
1,076,249
113,964
IBDW 		iShares iBonds Dec 2031 Term Corporate ETF2024-09-30Add
+0.15%
●
20.12 ($20.85) 21.28
$20.67
-0.86%
Add 10.03%
1,368,027
124,713
OEF 		iShares S&P 100 ETF2024-09-30Add
+0.13%
●
248.7 ($267.19) 276.76
$281.37
5.31%
Add 7.22%
1,417,510
95,510
IBDV 		iShares iBonds Dec 2030 Term Corporate ETF2024-09-30Add
+0.12%
●
21.11 ($21.81) 22.23
$21.62
-0.87%
Add 7.4%
1,364,367
93,963
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+0.12%
●
19.98 ($21.35) 22.17
$22.43
5.06%
Add 215.04%
127,656
29,045
CVS 		CVS Health Corp2024-09-30Reduce
-0.10%
●
55.81 ($58.34) 63.18
$56.39
-3.34%
Reduce -86.02%
4,374
-26,921
IBDP 		iShares iBonds Dec 2024 Term Corporate ETF2024-09-30Reduce
-0.10%
●
25.04 ($25.13) 25.21
$25.21
0.32%
Reduce -7%
825,986
-62,162
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+0.07%
●
57.32 ($60.3) 62.65
$62.72
4.01%
Add 0.99%
2,037,653
20,073

SIGMA INVESTMENT COUNSELORS INC Total Holding History ($B)

To

SIGMA INVESTMENT COUNSELORS INC's Asset Allocation

To

SIGMA INVESTMENT COUNSELORS INC Past Portfolios

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

Top Ranked Articles

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SIGMA INVESTMENT COUNSELORS INC's Hypothetical Growth since 2024-09-30

SIGMA INVESTMENT COUNSELORS INC's Yearly Returns

Year Portfolio % % Excess Gain %

SIGMA INVESTMENT COUNSELORS INC's Holdings Heat Map

Size field:

SIGMA INVESTMENT COUNSELORS INC's Holdings Bubble Chart

SIGMA INVESTMENT COUNSELORS INC News

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