Sigma Planning Corp
CIK Number: 0001449126
Main Sectors:
Top Industries:
Filing Date: May 2, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 655.48 | +0.28% | 322.72K | -3.22% | 181.34M | 420.59 | 5.78% | Share |
| 2 | AAPL | Apple Inc. | 226.79 | -3.23% | 694.51K | +0.11% | 154.27M | 128.33 | 4.92% | Share |
| 3 | NVDA | NVIDIA Corporat... | 177.33 | +3.85% | 694.99K | +1.88% | 75.32M | 49.86 | 2.40% | Share |
| 4 | AMZN | Amazon.com, Inc... | 230.33 | -3.32% | 344.46K | +2.98% | 65.54M | 144.89 | 2.09% | Share |
| 5 | QQQ | Invesco QQQ Tru... | 580.70 | +0.03% | 136.32K | -1.6% | 63.92M | 346.5 | 2.04% | Share |
| 6 | MSFT | Microsoft Corpo... | 500.37 | +0.39% | 151.7K | +1.62% | 56.95M | 284.52 | 1.82% | Share |
| 7 | SPY | SPDR S&P 500 ET... | 652.24 | +0.29% | 94.48K | +1.45% | 52.85M | 450.65 | 1.69% | Share |
| 8 | VOO | Vanguard S&P 50... | 599.64 | +0.28% | 99.2K | +1.62% | 50.98M | 426.18 | 1.63% | Share |
| 9 | DGRO | iShares Core Di... | 67.32 | +0.49% | 809.09K | +33.79% | 49.99M | 53.6 | 1.59% | Share |
| 10 | IVW | iShares S&P 500... | 118.25 | +0.94% | 416.63K | -11.44% | 38.68M | 70.73 | 1.23% | Share |
| 11 | LQD | iShares iBoxx $... | 111.69 | +0.30% | 317.72K | +3.59% | 34.53M | 113.47 | 1.10% | Share |
| 12 | BRK-B | Berkshire Hatha... | 490.13 | -0.53% | 60.09K | +2.53% | 32M | 341.18 | 1.02% | Share |
| 13 | COWZ | Pacer US Cash C... | 57.34 | -0.08% | 506.97K | -6.28% | 27.76M | 52.48 | 0.89% | Share |
| 14 | SCHD | Schwab U.S. Div... | 27.48 | +0.13% | 882.84K | -2.72% | 24.68M | 25.41 | 0.79% | Share |
| 15 | SCHG | Schwab U.S. Lar... | 31.11 | +0.02% | 935.36K | -0.9% | 23.42M | 23.79 | 0.75% | Share |
| 16 | GOOG | Alphabet Inc. | 239.56 | -0.16% | 145.76K | -0.39% | 22.77M | 126.86 | 0.73% | Share |
| 17 | META | Meta Platforms,... | 751.98 | -1.79% | 38.84K | +19.03% | 22.39M | 391.48 | 0.71% | Share |
| 18 | ABBV | AbbVie Inc. | 211.64 | +0.58% | 106.15K | -0.93% | 22.24M | 132.57 | 0.71% | Share |
| 19 | IVE | iShares S&P 500... | 201.93 | -0.47% | 116.25K | +7.45% | 22.15M | 162.51 | 0.71% | Share |
| 20 | IJH | iShares Core S&... | 65.43 | -0.03% | 359.57K | -5.11% | 20.98M | 51.59 | 0.67% | Share |
| 21 | SHY | iShares 1-3 Yea... | 82.91 | +0.01% | 250.26K | +6.76% | 20.7M | 81.52 | 0.66% | Share |
| 22 | IJR | iShares Core S&... | 117.61 | -0.25% | 182.66K | -8.57% | 19.1M | 100.53 | 0.61% | Share |
| 23 | SDVY | First Trust SMI... | 37.92 | +0.08% | 557.3K | +6.96% | 18.67M | 33.68 | 0.60% | Share |
| 24 | GLD | SPDR Gold Share... | 335.26 | +0.36% | 63.98K | +4.35% | 18.44M | 193.25 | 0.59% | Share |
| 25 | COST | Costco Wholesal... | 956.29 | -2.34% | 19.44K | +13.62% | 18.39M | 550.31 | 0.59% | Share |
| 26 | FLOT | iShares Floatin... | 50.92 | +0.07% | 351.43K | +42.74% | 17.94M | 50.83 | 0.57% | Share |
| 27 | JPM | JPMorgan Chase ... | 300.58 | +0.92% | 72.63K | +2.36% | 17.82M | 159.12 | 0.57% | Share |
| 28 | AGG | iShares Core U.... | 100.44 | +0.20% | 178.49K | +0.47% | 17.66M | 103.65 | 0.56% | Share |
| 29 | MOAT | VanEck Mornings... | 97.60 | -0.74% | 185.92K | -7.72% | 16.36M | 78.05 | 0.52% | Share |
| 30 | BUFR | FT Vest Laddere... | 33.05 | +0.14% | 548.13K | +14.93% | 16.27M | 28.13 | 0.52% | Share |
| 31 | IGIB | iShares 5-10 Ye... | 54.17 | +0.24% | 301.45K | +19.31% | 15.83M | 51.42 | 0.50% | Share |
| 32 | USMV | iShares MSCI US... | 93.75 | -0.52% | 163.87K | +4.61% | 15.35M | 75.11 | 0.49% | Share |
| 33 | HD | The Home Depot,... | 413.28 | -0.5% | 38.17K | +1.28% | 13.99M | 304.15 | 0.45% | Share |
| 34 | RSP | Invesco S&P 500... | 187.50 | -0.11% | 80.42K | -10.8% | 13.93M | 161.67 | 0.44% | Share |
| 35 | V | Visa Inc. | 338.24 | -1.67% | 39.44K | +1.34% | 13.82M | 232.3 | 0.44% | Share |
| 36 | LLY | Eli Lilly and C... | 754.90 | +0.57% | 16.7K | -3.69% | 13.79M | 382.17 | 0.44% | Share |
| 37 | GOOGL | Alphabet Inc. | 239.17 | -0.19% | 87.72K | +6.47% | 13.56M | 115.23 | 0.43% | Share |
| 38 | MUB | iShares Nationa... | 106.09 | +0.40% | 125.06K | -5.76% | 13.19M | 109.78 | 0.42% | Share |
| 39 | VTV | Vanguard Value ... | 183.80 | +0.73% | 75.15K | +9.40% | 12.98M | 146.27 | 0.41% | Share |
| 40 | JEPI | JPMorgan Equity... | 56.88 | +0.23% | 227.11K | +6.57% | 12.98M | 56.27 | 0.41% | Share |
| 41 | VTI | Vanguard Total ... | 321.80 | +0.26% | 47.13K | +2.37% | 12.95M | 212.3 | 0.41% | Share |
| 42 | QUAL | iShares MSCI US... | 189.56 | -0.23% | 75.29K | +2.19% | 12.87M | 141.79 | 0.41% | Share |
| 43 | AVGO | Broadcom Inc. | 369.57 | +9.77% | 74.86K | +22.68% | 12.53M | 124.29 | 0.40% | Share |
| 44 | TSLA | Tesla, Inc. | 347.78 | +0.23% | 46.56K | +4.98% | 12.07M | 162.82 | 0.38% | Share |
| 45 | SCHX | Schwab U.S. Lar... | 25.84 | +0.21% | 544.61K | -5.09% | 12.02M | 19.52 | 0.38% | Share |
| 46 | XLK | Technology Sele... | 270.16 | +1.82% | 55.48K | +7.46% | 11.45M | 157.35 | 0.37% | Share |
| 47 | IUSV | iShares Core S&... | 97.94 | -0.52% | 123.99K | -1.38% | 11.44M | 82.06 | 0.36% | Share |
| 48 | IAU | iShares Gold Tr... | 68.63 | +0.32% | 193.36K | +22.58% | 11.4M | 44.45 | 0.36% | Share |
| 49 | IOO | iShares Global ... | 116.78 | +0.34% | 110.02K | -21.89% | 10.59M | 81.99 | 0.34% | Share |
| 50 | XOM | Exxon Mobil Cor... | 112.54 | +1.71% | 86.95K | +0.47% | 10.34M | 105.52 | 0.33% | Share |
| 51 | WMT | Walmart Inc. | 100.42 | -1.83% | 116.65K | +7.51% | 10.24M | 50.47 | 0.33% | Share |
| 52 | BIV | Vanguard Interm... | 78.45 | +0.22% | 132.91K | -0.1% | 10.18M | 77.24 | 0.32% | Share |
| 53 | IGSB | iShares 1-5 Yea... | 53.01 | +0.04% | 193.26K | +109.99% | 10.12M | 51.73 | 0.32% | Share |
| 54 | PG | The Procter & G... | 157.35 | -1.32% | 59.35K | -0.29% | 10.12M | 138.79 | 0.32% | Share |
| 55 | JNJ | Johnson & Johns... | 175.75 | -0.68% | 59.24K | -2.28% | 9.82M | 144.29 | 0.31% | Share |
| 56 | IBM | International B... | 256.89 | -0.86% | 39.12K | +8.35% | 9.73M | 176.35 | 0.31% | Share |
| 57 | CGDV | Capital Group D... | 41.93 | +1.28% | 271.47K | -3.87% | 9.68M | 29.89 | 0.31% | Share |
| 58 | CVX | Chevron Corpora... | 157.79 | +1.90% | 55.97K | -1.48% | 9.36M | 139.53 | 0.30% | Share |
| 59 | WM | Waste Managemen... | 217.75 | -0.64% | 40.06K | +4.52% | 9.28M | 153.09 | 0.30% | Share |
| 60 | IMCG | iShares Morning... | 82.11 | -0.3% | 128.75K | -2.3% | 9.2M | 67.63 | 0.29% | Share |
| 61 | BNDX | Vanguard Total ... | 49.48 | +0.12% | 183.56K | +9.92% | 8.96M | 50.09 | 0.29% | Share |
| 62 | IEFA | iShares Core MS... | 86.42 | -0.02% | 118.44K | -12.32% | 8.96M | 69.54 | 0.29% | Share |
| 63 | ABT | Abbott Laborato... | 129.37 | -1.96% | 66.48K | -5.13% | 8.82M | 94.87 | 0.28% | Share |
| 64 | RDVY | First Trust Ris... | 65.69 | -0.15% | 150.08K | +10.94% | 8.79M | 52.3 | 0.28% | Share |
| 65 | VZ | Verizon Communi... | 43.50 | -0.16% | 192.29K | -8.85% | 8.72M | 45.96 | 0.28% | Share |
| 66 | XLF | Financial Selec... | 53.16 | -0.34% | 174.97K | +11.08% | 8.72M | 37.94 | 0.28% | Share |
| 67 | XLV | Health Care Sel... | 137.34 | -0.9% | 59.63K | +1.73% | 8.71M | 132.33 | 0.28% | Share |
| 68 | PLTR | Palantir Techno... | 166.74 | +2.70% | 103.11K | +20.37% | 8.7M | 42.03 | 0.28% | Share |
| 69 | VEA | Vanguard Develo... | 59.41 | +0.08% | 169.96K | +10.23% | 8.64M | 48.06 | 0.28% | Share |
| 70 | USIG | iShares Broad U... | 52.25 | +0.23% | 167.22K | +39.78% | 8.54M | 50.71 | 0.27% | Share |
| 71 | TDIV | First Trust NAS... | 98.12 | +4.31% | 114.3K | +7.21% | 8.41M | 62.46 | 0.27% | Share |
| 72 | CAT | Caterpillar Inc... | 422.92 | +1.16% | 24.91K | -5.46% | 8.22M | 271.2 | 0.26% | Share |
| 73 | AIRR | First Trust RBA... | 91.83 | +1.90% | 119.09K | +13.16% | 8.12M | 60.73 | 0.26% | Share |
| 74 | FV | First Trust Dor... | 61.41 | -0.14% | 147.6K | +6.68% | 8.1M | 49.83 | 0.26% | Share |
| 75 | KNG | FT Cboe Vest S&... | 49.54 | -0.4% | 158.02K | +6.56% | 7.98M | 52.24 | 0.25% | Share |
| 76 | UNH | UnitedHealth Gr... | 346.94 | -0.28% | 15.05K | +3.13% | 7.88M | 414.3 | 0.25% | Share |
| 77 | NEE | NextEra Energy,... | 71.04 | +1.38% | 109.41K | -4.69% | 7.76M | 60.72 | 0.25% | Share |
| 78 | DTE | DTE Energy Comp... | 135.68 | +0.42% | 55.99K | +1.80% | 7.74M | 105.82 | 0.25% | Share |
| 79 | XHLF | Bondbloxx Bloom... | 50.31 | +0.01% | 153.45K | +7.98% | 7.73M | 50.15 | 0.25% | Share |
| 80 | VIG | Vanguard Divide... | 214.71 | +0.97% | 39.01K | +0.73% | 7.57M | 155.9 | 0.24% | Share |
| 81 | PSFF | Pacer Swan SOS ... | 31.41 | +0.10% | 255.28K | +2.53% | 7.29M | 27.36 | 0.23% | Share |
| 82 | VCSH | Vanguard Short-... | 79.89 | +0.05% | 90.56K | +0.68% | 7.15M | 77.49 | 0.23% | Share |
| 83 | HDV | iShares Core Hi... | 122.21 | +0.30% | 58.78K | -0.37% | 7.12M | 104.61 | 0.23% | Share |
| 84 | ITOT | iShares Core S&... | 142.87 | +0.22% | 58.27K | -4.77% | 7.11M | 80.64 | 0.23% | Share |
| 85 | FBND | Fidelity Total ... | 46.49 | +0.12% | 155K | -8.46% | 7.08M | 46.37 | 0.23% | Share |
| 86 | LMBS | First Trust Low... | 49.85 | +0.01% | 141.95K | -1.56% | 6.98M | 49.03 | 0.22% | Share |
| 87 | FTCS | First Trust Cap... | 92.39 | -0.51% | 75.2K | +0.08% | 6.74M | 73.46 | 0.21% | Share |
| 88 | FPE | First Trust Pre... | 18.25 | +0.19% | 377.63K | +0.42% | 6.64M | 17.61 | 0.21% | Share |
| 89 | XLU | Utilities Selec... | 84.63 | +1.73% | 81.61K | -1.03% | 6.43M | 63.19 | 0.21% | Share |
| 90 | SPIB | SPDR Portfolio ... | 33.91 | +0.10% | 192.01K | +2.97% | 6.38M | 32.7 | 0.20% | Share |
| 91 | XLE | Energy Select S... | 89.14 | +1.78% | 68.07K | -1.36% | 6.36M | 75.28 | 0.20% | Share |
| 92 | FTCB | First Trust Exc... | 21.43 | +0.23% | 301.51K | +100.00% | 6.33M | 20.99 | 0.20% | Share |
| 93 | SGOV | iShares 0-3 Mon... | 100.48 | +0.01% | 62.24K | -1.02% | 6.27M | 100.38 | 0.20% | Share |
| 94 | NFLX | Netflix, Inc. | 1247.71 | -1.23% | 6.69K | +20.10% | 6.24M | 571.25 | 0.20% | Share |
| 95 | UCON | First Trust TCW... | 25.20 | +0.04% | 251.36K | +5.45% | 6.22M | 24.85 | 0.20% | Share |
| 96 | IEMG | iShares Core MS... | 64.02 | +0.71% | 114.83K | +3.11% | 6.2M | 53.27 | 0.20% | Share |
| 97 | VO | Vanguard Mid Ca... | 289.84 | +0.04% | 23.84K | +4.28% | 6.17M | 223.04 | 0.20% | Share |
| 98 | USHY | iShares Broad U... | 37.59 | +0.07% | 167.25K | +2.00% | 6.16M | 36.23 | 0.20% | Share |
| 99 | CRM | Salesforce, Inc... | 242.59 | -3.76% | 22.87K | -10.72% | 6.14M | 266.09 | 0.20% | Share |
| 100 | MCD | McDonald's Corp... | 305.95 | -2.1% | 19.58K | +1.67% | 6.12M | 241.57 | 0.20% | Share |
| 101 | CIBR | First Trust NAS... | 75.00 | +0.59% | 96.6K | +18.34% | 6.09M | 53.31 | 0.19% | Share |
| 102 | BALT | Innovator Defin... | 32.67 | +0.03% | 193.78K | +2.91% | 6.08M | 28.84 | 0.19% | Share |
| 103 | CRWD | CrowdStrike Hol... | 424.87 | +0.32% | 17.19K | +20.36% | 6.06M | 310.82 | 0.19% | Share |
| 104 | FTGS | First Trust Gro... | 35.65 | -0.17% | 198.02K | -0.44% | 5.89M | 31.01 | 0.19% | Share |
| 105 | FTSM | First Trust Enh... | 60.01 | +0.01% | 98.28K | +0.16% | 5.88M | 59.56 | 0.19% | Share |
| 106 | IWF | iShares Russell... | 456.26 | +0.66% | 16.28K | +24.94% | 5.88M | 318.37 | 0.19% | Share |
| 107 | IJT | iShares S&P Sma... | 139.83 | -0.34% | 46.43K | -14.16% | 5.78M | 121.72 | 0.18% | Share |
| 108 | KO | The Coca-Cola C... | 67.82 | -0.06% | 80.22K | +0.13% | 5.75M | 54.06 | 0.18% | Share |
| 109 | IYW | iShares U.S. Te... | 187.36 | +1.29% | 40.73K | +26.34% | 5.72M | 118 | 0.18% | Share |
| 110 | HON | Honeywell Inter... | 211.70 | -1.17% | 27.02K | +13.14% | 5.72M | 178.93 | 0.18% | Share |
| 111 | SECT | Main Sector Rot... | 61.20 | +0.29% | 111.62K | +31.48% | 5.7M | 50.62 | 0.18% | Share |
| 112 | FHLC | Fidelity MSCI H... | 65.83 | -1.02% | 82.57K | -19.3% | 5.64M | 60.73 | 0.18% | Share |
| 113 | VB | Vanguard Small ... | 253.62 | -0.15% | 25.25K | +17.59% | 5.6M | 207.25 | 0.18% | Share |
| 114 | PULS | PGIM Ultra Shor... | 49.70 | +0.02% | 112.46K | +28.06% | 5.59M | 49.49 | 0.18% | Share |
| 115 | XLP | Consumer Staple... | 79.93 | -0.99% | 67.56K | +5.12% | 5.52M | 68.39 | 0.18% | Share |
| 116 | DUK | Duke Energy Cor... | 121.36 | +0.81% | 44.22K | -4.94% | 5.39M | 92.24 | 0.17% | Share |
| 117 | AMGN | Amgen Inc. | 278.51 | -0.52% | 16.97K | -7.8% | 5.29M | 257.28 | 0.17% | Share |
| 118 | T | AT&T Inc. | 29.20 | -0.73% | 186.74K | -20.32% | 5.28M | 20.72 | 0.17% | Share |
| 119 | IXC | iShares Global ... | 41.51 | +1.52% | 124.55K | +0.81% | 5.24M | 34.57 | 0.17% | Share |
| 120 | VUG | Vanguard Growth... | 467.41 | +0.03% | 14.11K | +22.51% | 5.23M | 313.94 | 0.17% | Share |
| 121 | RSST | Return Stacked ... | 24.93 | +0.44% | 235.9K | -2.92% | 5.21M | 24.57 | 0.17% | Share |
| 122 | SMH | VanEck Semicond... | 300.83 | +1.01% | 24.5K | -4.12% | 5.18M | 201.13 | 0.17% | Share |
| 123 | MA | Mastercard Inco... | 579.38 | -0.79% | 9.43K | -1.5% | 5.17M | 382.84 | 0.16% | Share |
| 124 | ORCL | Oracle Corporat... | 328.62 | +36.07% | 36.35K | +21.82% | 5.08M | 109.86 | 0.16% | Share |
| 125 | MSTB | LHA Market Stat... | 38.82 | +0.23% | 155.96K | +0.27% | 5.04M | 33.81 | 0.16% | Share |
| 126 | DUKQ | Ocean Park Dome... | 27.06 | +0.15% | 199.24K | +0.24% | 5.03M | 26.56 | 0.16% | Share |
| 127 | XMHQ | Invesco S&P Mid... | 104.79 | -0.62% | 53.73K | +3.79% | 4.92M | 100.17 | 0.16% | Share |
| 128 | BYLD | iShares Yield O... | 22.88 | 0.00% | 219.15K | +1.07% | 4.91M | 22.25 | 0.16% | Share |
| 129 | FVD | First Trust Val... | 45.94 | -0.2% | 110.19K | +0.56% | 4.91M | 39.3 | 0.16% | Share |
| 130 | SO | The Southern Co... | 91.55 | +0.37% | 52.78K | -5.77% | 4.85M | 61.7 | 0.15% | Share |
| 131 | IJS | iShares S&P Sma... | 109.70 | -0.12% | 49.72K | +0.06% | 4.85M | 96.79 | 0.15% | Share |
| 132 | PEP | PepsiCo, Inc. | 142.66 | -0.31% | 32.08K | +2.67% | 4.81M | 166.86 | 0.15% | Share |
| 133 | VWO | Vanguard Emergi... | 52.92 | +0.46% | 105.77K | +5.49% | 4.79M | 41.99 | 0.15% | Share |
| 134 | GS | The Goldman Sac... | 769.69 | +0.76% | 8.76K | +96.32% | 4.79M | 450.48 | 0.15% | Share |
| 135 | LMT | Lockheed Martin... | 463.88 | +1.49% | 10.42K | +3.70% | 4.66M | 383.56 | 0.15% | Share |
| 136 | FTEC | Fidelity MSCI I... | 212.87 | +1.39% | 28.75K | -7.38% | 4.64M | 129.12 | 0.15% | Share |
| 137 | VGT | Vanguard Inform... | 715.18 | +1.34% | 8.54K | +2.95% | 4.63M | 466.86 | 0.15% | Share |
| 138 | HEFA | iShares Currenc... | 39.13 | +0.04% | 126.89K | +39.99% | 4.6M | 34.82 | 0.15% | Share |
| 139 | TLT | iShares 20+ Yea... | 89.73 | +0.56% | 50.55K | +6.44% | 4.6M | 96.14 | 0.15% | Share |
| 140 | NOBL | ProShares S&P 5... | 103.34 | -0.47% | 44.93K | +3.18% | 4.59M | 89.77 | 0.15% | Share |
| 141 | PFE | Pfizer Inc. | 24.59 | -0.49% | 180.09K | +18.85% | 4.56M | 29.49 | 0.15% | Share |
| 142 | PANW | Palo Alto Netwo... | 197.33 | -0.11% | 26.33K | +0.52% | 4.49M | 134.78 | 0.14% | Share |
| 143 | MINT | PIMCO Enhanced ... | 100.42 | +0.01% | 44.28K | +17.66% | 4.46M | 100.41 | 0.14% | Share |
| 144 | SOXX | iShares Semicon... | 253.45 | +1.76% | 23.33K | -0.63% | 4.39M | 196.35 | 0.14% | Share |
| 145 | GILD | Gilead Sciences... | 115.25 | -0.44% | 39.15K | -9.94% | 4.39M | 70.98 | 0.14% | Share |
| 146 | ONEQ | Fidelity Nasdaq... | 86.20 | +0.02% | 64.21K | +9.29% | 4.37M | 54.3 | 0.14% | Share |
| 147 | VYM | Vanguard High D... | 140.76 | +0.81% | 33.79K | -7.83% | 4.36M | 107.27 | 0.14% | Share |
| 148 | VOOG | Vanguard S&P 50... | 426.58 | +0.95% | 12.97K | +14.13% | 4.34M | 287.9 | 0.14% | Share |
| 149 | MO | Altria Group, I... | 66.25 | +0.08% | 71.97K | +6.12% | 4.32M | 46.79 | 0.14% | Share |
| 150 | VBR | Vanguard Small ... | 208.83 | -0.11% | 23.08K | -1.4% | 4.3M | 168.92 | 0.14% | Share |