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&... | 648.15 | +0.01% | 322.72K | -3.22% | 181.34M | 420.59 | 5.78% | Share |
2 | AAPL | Apple Inc. | 232.81 | -0.22% | 694.51K | +0.11% | 154.27M | 128.33 | 4.92% | Share |
3 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 694.99K | +1.88% | 75.32M | 49.86 | 2.40% | Share |
4 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 344.46K | +2.98% | 65.54M | 144.89 | 2.09% | Share |
5 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 136.32K | -1.6% | 63.92M | 346.5 | 2.04% | Share |
6 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 151.7K | +1.62% | 56.95M | 284.52 | 1.82% | Share |
7 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 94.48K | +1.45% | 52.85M | 450.65 | 1.69% | Share |
8 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 99.2K | +1.62% | 50.98M | 426.18 | 1.63% | Share |
9 | DGRO | iShares Core Di... | 66.23 | -0.14% | 809.09K | +33.79% | 49.99M | 53.6 | 1.59% | Share |
10 | IVW | iShares S&P 500... | 115.82 | +0.14% | 416.63K | -11.44% | 38.68M | 70.73 | 1.23% | Share |
11 | LQD | iShares iBoxx $... | 109.88 | -0.34% | 317.72K | +3.59% | 34.53M | 113.47 | 1.10% | Share |
12 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 60.09K | +2.53% | 32M | 341.18 | 1.02% | Share |
13 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 506.97K | -6.28% | 27.76M | 52.48 | 0.89% | Share |
14 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 882.84K | -2.72% | 24.68M | 25.41 | 0.79% | Share |
15 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 935.36K | -0.9% | 23.42M | 23.79 | 0.75% | Share |
16 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 145.76K | -0.39% | 22.77M | 126.86 | 0.73% | Share |
17 | META | Meta Platforms,... | 781.96 | +0.24% | 38.84K | +19.03% | 22.39M | 391.48 | 0.71% | Share |
18 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 106.15K | -0.93% | 22.24M | 132.57 | 0.71% | Share |
19 | IVE | iShares S&P 500... | 202.03 | -0.1% | 116.25K | +7.45% | 22.15M | 162.51 | 0.71% | Share |
20 | IJH | iShares Core S&... | 63.85 | -1.31% | 359.57K | -5.11% | 20.98M | 51.59 | 0.67% | Share |
21 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 250.26K | +6.76% | 20.7M | 81.52 | 0.66% | Share |
22 | IJR | iShares Core S&... | 115.17 | -1.4% | 182.66K | -8.57% | 19.1M | 100.53 | 0.61% | Share |
23 | SDVY | First Trust SMI... | 37.27 | -1.27% | 557.3K | +6.96% | 18.67M | 33.68 | 0.60% | Share |
24 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 63.98K | +4.35% | 18.44M | 193.25 | 0.59% | Share |
25 | COST | Costco Wholesal... | 975.42 | -0.35% | 19.44K | +13.62% | 18.39M | 550.31 | 0.59% | Share |
26 | FLOT | iShares Floatin... | 50.98 | +0.01% | 351.43K | +42.74% | 17.94M | 50.83 | 0.57% | Share |
27 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 72.63K | +2.36% | 17.82M | 159.12 | 0.57% | Share |
28 | AGG | iShares Core U.... | 99.10 | -0.27% | 178.49K | +0.47% | 17.66M | 103.65 | 0.56% | Share |
29 | MOAT | VanEck Mornings... | 98.08 | -0.73% | 185.92K | -7.72% | 16.36M | 78.05 | 0.52% | Share |
30 | BUFR | First Trust Cbo... | 32.73 | +0.02% | 548.13K | +14.93% | 16.27M | 28.13 | 0.52% | Share |
31 | IGIB | iShares 5-10 Ye... | 53.45 | -0.26% | 301.45K | +19.31% | 15.83M | 51.42 | 0.50% | Share |
32 | USMV | iShares MSCI US... | 93.24 | -0.35% | 163.87K | +4.61% | 15.35M | 75.11 | 0.49% | Share |
33 | HD | The Home Depot,... | 400.32 | -1.68% | 38.17K | +1.28% | 13.99M | 304.15 | 0.45% | Share |
34 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 80.42K | -10.8% | 13.93M | 161.67 | 0.44% | Share |
35 | V | Visa Inc. | 345.40 | +0.83% | 39.44K | +1.34% | 13.82M | 232.3 | 0.44% | Share |
36 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 16.7K | -3.69% | 13.79M | 382.17 | 0.44% | Share |
37 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 87.72K | +6.47% | 13.56M | 115.23 | 0.43% | Share |
38 | MUB | iShares Nationa... | 104.03 | -0.18% | 125.06K | -5.76% | 13.19M | 109.78 | 0.42% | Share |
39 | VTV | Vanguard Value ... | 180.44 | -0.2% | 75.15K | +9.40% | 12.98M | 146.27 | 0.41% | Share |
40 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 227.11K | +6.57% | 12.98M | 56.27 | 0.41% | Share |
41 | VTI | Vanguard Total ... | 317.25 | -0.13% | 47.13K | +2.37% | 12.95M | 212.3 | 0.41% | Share |
42 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 75.29K | +2.19% | 12.87M | 141.79 | 0.41% | Share |
43 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 74.86K | +22.68% | 12.53M | 124.29 | 0.40% | Share |
44 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 46.56K | +4.98% | 12.07M | 162.82 | 0.38% | Share |
45 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 544.61K | -5.09% | 12.02M | 19.52 | 0.38% | Share |
46 | XLK | Technology Sele... | 267.74 | -0.21% | 55.48K | +7.46% | 11.45M | 157.35 | 0.37% | Share |
47 | IUSV | iShares Core S&... | 97.89 | -0.13% | 123.99K | -1.38% | 11.44M | 82.06 | 0.36% | Share |
48 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 193.36K | +22.58% | 11.4M | 44.45 | 0.36% | Share |
49 | IOO | iShares Global ... | 114.98 | +0.38% | 110.02K | -21.89% | 10.59M | 81.99 | 0.34% | Share |
50 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 86.95K | +0.47% | 10.34M | 105.52 | 0.33% | Share |
51 | WMT | Walmart Inc. | 100.84 | -0.15% | 116.65K | +7.51% | 10.24M | 50.47 | 0.33% | Share |
52 | BIV | Vanguard Interm... | 77.31 | -0.3% | 132.91K | -0.1% | 10.18M | 77.24 | 0.32% | Share |
53 | IGSB | iShares 1-5 Yea... | 52.79 | -0.15% | 193.26K | +109.99% | 10.12M | 51.73 | 0.32% | Share |
54 | PG | The Procter & G... | 153.70 | -1.1% | 59.35K | -0.29% | 10.12M | 138.79 | 0.32% | Share |
55 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 59.24K | -2.28% | 9.82M | 144.29 | 0.31% | Share |
56 | IBM | International B... | 237.04 | -1.26% | 39.12K | +8.35% | 9.73M | 176.35 | 0.31% | Share |
57 | CGDV | Capital Group D... | 41.12 | +0.13% | 271.47K | -3.87% | 9.68M | 29.89 | 0.31% | Share |
58 | CVX | Chevron Corpora... | 155.20 | -0.43% | 55.97K | -1.48% | 9.36M | 139.53 | 0.30% | Share |
59 | WM | Waste Managemen... | 225.97 | -1.71% | 40.06K | +4.52% | 9.28M | 153.09 | 0.30% | Share |
60 | IMCG | iShares Morning... | 80.89 | -0.75% | 128.75K | -2.3% | 9.2M | 67.63 | 0.29% | Share |
61 | BNDX | Vanguard Total ... | 49.32 | -0.23% | 183.56K | +9.92% | 8.96M | 50.09 | 0.29% | Share |
62 | IEFA | iShares Core MS... | 85.61 | -0.04% | 118.44K | -12.32% | 8.96M | 69.54 | 0.29% | Share |
63 | ABT | Abbott Laborato... | 129.32 | -0.06% | 66.48K | -5.13% | 8.82M | 94.87 | 0.28% | Share |
64 | RDVY | First Trust Ris... | 65.38 | -0.29% | 150.08K | +10.94% | 8.79M | 52.3 | 0.28% | Share |
65 | VZ | Verizon Communi... | 43.49 | -0.49% | 192.29K | -8.85% | 8.72M | 45.96 | 0.28% | Share |
66 | XLF | Financial Selec... | 53.01 | +0.47% | 174.97K | +11.08% | 8.72M | 37.94 | 0.28% | Share |
67 | XLV | Health Care Sel... | 133.94 | +0.49% | 59.63K | +1.73% | 8.71M | 132.33 | 0.28% | Share |
68 | PLTR | Palantir Techno... | 181.00 | -1.83% | 103.11K | +20.37% | 8.7M | 42.03 | 0.28% | Share |
69 | VEA | Vanguard Develo... | 58.60 | -0.18% | 169.96K | +10.23% | 8.64M | 48.06 | 0.28% | Share |
70 | USIG | iShares Broad U... | 51.58 | -0.27% | 167.22K | +39.78% | 8.54M | 50.71 | 0.27% | Share |
71 | TDIV | First Trust NAS... | 92.63 | -0.08% | 114.3K | +7.21% | 8.41M | 62.46 | 0.27% | Share |
72 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 24.91K | -5.46% | 8.22M | 271.2 | 0.26% | Share |
73 | AIRR | First Trust RBA... | 90.80 | -1.71% | 119.09K | +13.16% | 8.12M | 60.73 | 0.26% | Share |
74 | FV | First Trust Dor... | 61.13 | -0.57% | 147.6K | +6.68% | 8.1M | 49.83 | 0.26% | Share |
75 | KNG | FT Cboe Vest S&... | 50.31 | -0.69% | 158.02K | +6.56% | 7.98M | 52.24 | 0.25% | Share |
76 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 15.05K | +3.13% | 7.88M | 414.3 | 0.25% | Share |
77 | NEE | NextEra Energy,... | 72.22 | -0.1% | 109.41K | -4.69% | 7.76M | 60.72 | 0.25% | Share |
78 | DTE | DTE Energy Comp... | 139.93 | -1.11% | 55.99K | +1.80% | 7.74M | 105.82 | 0.25% | Share |
79 | XHLF | Bondbloxx Bloom... | 50.30 | -0.02% | 153.45K | +7.98% | 7.73M | 50.15 | 0.25% | Share |
80 | VIG | Vanguard Divide... | 210.08 | +0.06% | 39.01K | +0.73% | 7.57M | 155.9 | 0.24% | Share |
81 | PSFF | Pacer Swan SOS ... | 31.22 | -0.32% | 255.28K | +2.53% | 7.29M | 27.36 | 0.23% | Share |
82 | VCSH | Vanguard Short-... | 79.58 | -0.12% | 90.56K | +0.68% | 7.15M | 77.49 | 0.23% | Share |
83 | HDV | iShares Core Hi... | 121.12 | -0.41% | 58.78K | -0.37% | 7.12M | 104.61 | 0.23% | Share |
84 | ITOT | iShares Core S&... | 140.91 | -0.11% | 58.27K | -4.77% | 7.11M | 80.64 | 0.23% | Share |
85 | FBND | Fidelity Total ... | 45.83 | -0.31% | 155K | -8.46% | 7.08M | 46.37 | 0.23% | Share |
86 | LMBS | First Trust Low... | 49.54 | -0.01% | 141.95K | -1.56% | 6.98M | 49.03 | 0.22% | Share |
87 | FTCS | First Trust Cap... | 92.65 | -0.6% | 75.2K | +0.08% | 6.74M | 73.46 | 0.21% | Share |
88 | FPE | First Trust Pre... | 18.11 | +0.03% | 377.63K | +0.42% | 6.64M | 17.61 | 0.21% | Share |
89 | XLU | Utilities Selec... | 85.85 | -0.72% | 81.61K | -1.03% | 6.43M | 63.19 | 0.21% | Share |
90 | SPIB | SPDR Portfolio ... | 33.65 | -0.15% | 192.01K | +2.97% | 6.38M | 32.7 | 0.20% | Share |
91 | XLE | Energy Select S... | 85.55 | -0.11% | 68.07K | -1.36% | 6.36M | 75.28 | 0.20% | Share |
92 | FTCB | First Trust Exc... | 21.11 | -0.21% | 301.51K | +100.00% | 6.33M | 20.99 | 0.20% | Share |
93 | SGOV | iShares 0-3 Mon... | 100.53 | +0.02% | 62.24K | -1.02% | 6.27M | 100.38 | 0.20% | Share |
94 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 6.69K | +20.10% | 6.24M | 571.25 | 0.20% | Share |
95 | UCON | First Trust TCW... | 24.95 | -0.16% | 251.36K | +5.45% | 6.22M | 24.85 | 0.20% | Share |
96 | IEMG | iShares Core MS... | 61.97 | -1.17% | 114.83K | +3.11% | 6.2M | 53.27 | 0.20% | Share |
97 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 23.84K | +4.28% | 6.17M | 223.04 | 0.20% | Share |
98 | USHY | iShares Broad U... | 37.39 | -0.27% | 167.25K | +2.00% | 6.16M | 36.23 | 0.20% | Share |
99 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 22.87K | -10.72% | 6.14M | 266.09 | 0.20% | Share |
100 | MCD | McDonald's Corp... | 308.84 | +1.24% | 19.58K | +1.67% | 6.12M | 241.57 | 0.20% | Share |
101 | CIBR | First Trust NAS... | 71.73 | -1.52% | 96.6K | +18.34% | 6.09M | 53.31 | 0.19% | Share |
102 | BALT | Innovator Defin... | 32.52 | +0.15% | 193.78K | +2.91% | 6.08M | 28.84 | 0.19% | Share |
103 | CRWD | CrowdStrike Hol... | 424.70 | -1.72% | 17.19K | +20.36% | 6.06M | 310.82 | 0.19% | Share |
104 | FTGS | First Trust Gro... | 34.88 | -0.29% | 198.02K | -0.44% | 5.89M | 31.01 | 0.19% | Share |
105 | FTSM | First Trust Enh... | 59.99 | -0.02% | 98.28K | +0.16% | 5.88M | 59.56 | 0.19% | Share |
106 | IWF | iShares Russell... | 450.40 | +0.11% | 16.28K | +24.94% | 5.88M | 318.37 | 0.19% | Share |
107 | IJT | iShares S&P Sma... | 138.28 | -1.59% | 46.43K | -14.16% | 5.78M | 121.72 | 0.18% | Share |
108 | KO | The Coca-Cola C... | 69.52 | -1.33% | 80.22K | +0.13% | 5.75M | 54.06 | 0.18% | Share |
109 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 40.73K | +26.34% | 5.72M | 118 | 0.18% | Share |
110 | HON | Honeywell Inter... | 218.15 | -0.73% | 27.02K | +13.14% | 5.72M | 178.93 | 0.18% | Share |
111 | SECT | Main Sector Rot... | 60.27 | +0.05% | 111.62K | +31.48% | 5.7M | 50.62 | 0.18% | Share |
112 | FHLC | Fidelity MSCI H... | 64.04 | +0.42% | 82.57K | -19.3% | 5.64M | 60.73 | 0.18% | Share |
113 | VB | Vanguard Small ... | 246.81 | -1.26% | 25.25K | +17.59% | 5.6M | 207.25 | 0.18% | Share |
114 | PULS | PGIM Ultra Shor... | 49.70 | -0.01% | 112.46K | +28.06% | 5.59M | 49.49 | 0.18% | Share |
115 | XLP | Consumer Staple... | 81.89 | -0.9% | 67.56K | +5.12% | 5.52M | 68.39 | 0.18% | Share |
116 | DUK | Duke Energy Cor... | 124.26 | -1.15% | 44.22K | -4.94% | 5.39M | 92.24 | 0.17% | Share |
117 | AMGN | Amgen Inc. | 290.28 | +0.33% | 16.97K | -7.8% | 5.29M | 257.28 | 0.17% | Share |
118 | T | AT&T Inc. | 28.75 | +1.27% | 186.74K | -20.32% | 5.28M | 20.72 | 0.17% | Share |
119 | IXC | iShares Global ... | 40.12 | +0.06% | 124.55K | +0.81% | 5.24M | 34.57 | 0.17% | Share |
120 | VUG | Vanguard Growth... | 463.54 | +0.15% | 14.11K | +22.51% | 5.23M | 313.94 | 0.17% | Share |
121 | RSST | Return Stacked ... | 24.24 | +0.25% | 235.9K | -2.92% | 5.21M | 24.57 | 0.17% | Share |
122 | SMH | VanEck Semicond... | 301.92 | +0.21% | 24.5K | -4.12% | 5.18M | 201.13 | 0.17% | Share |
123 | MA | Mastercard Inco... | 583.65 | +0.99% | 9.43K | -1.5% | 5.17M | 382.84 | 0.16% | Share |
124 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 36.35K | +21.82% | 5.08M | 109.86 | 0.16% | Share |
125 | MSTB | LHA Market Stat... | 38.35 | -0.08% | 155.96K | +0.27% | 5.04M | 33.81 | 0.16% | Share |
126 | DUKQ | Ocean Park Dome... | 26.76 | -0.37% | 199.24K | +0.24% | 5.03M | 26.56 | 0.16% | Share |
127 | XMHQ | Invesco S&P Mid... | 102.82 | -1.25% | 53.73K | +3.79% | 4.92M | 100.17 | 0.16% | Share |
128 | BYLD | iShares Yield O... | 22.67 | -0.14% | 219.15K | +1.07% | 4.91M | 22.25 | 0.16% | Share |
129 | FVD | First Trust Val... | 46.02 | -0.56% | 110.19K | +0.56% | 4.91M | 39.3 | 0.16% | Share |
130 | SO | The Southern Co... | 94.18 | -0.64% | 52.78K | -5.77% | 4.85M | 61.7 | 0.15% | Share |
131 | IJS | iShares S&P Sma... | 106.35 | -1.26% | 49.72K | +0.06% | 4.85M | 96.79 | 0.15% | Share |
132 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 32.08K | +2.67% | 4.81M | 166.86 | 0.15% | Share |
133 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 105.77K | +5.49% | 4.79M | 41.99 | 0.15% | Share |
134 | GS | The Goldman Sac... | 746.99 | +0.31% | 8.76K | +96.32% | 4.79M | 450.48 | 0.15% | Share |
135 | LMT | Lockheed Martin... | 437.38 | -1.17% | 10.42K | +3.70% | 4.66M | 383.56 | 0.15% | Share |
136 | FTEC | Fidelity MSCI I... | 209.57 | -0.39% | 28.75K | -7.38% | 4.64M | 129.12 | 0.15% | Share |
137 | VGT | Vanguard Inform... | 704.44 | -0.4% | 8.54K | +2.95% | 4.63M | 466.86 | 0.15% | Share |
138 | HEFA | iShares Currenc... | 38.95 | +0.53% | 126.89K | +39.99% | 4.6M | 34.82 | 0.15% | Share |
139 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 50.55K | +6.44% | 4.6M | 96.14 | 0.15% | Share |
140 | NOBL | ProShares S&P 5... | 104.33 | -0.96% | 44.93K | +3.18% | 4.59M | 89.77 | 0.15% | Share |
141 | PFE | Pfizer Inc. | 25.11 | -0.22% | 180.09K | +18.85% | 4.56M | 29.49 | 0.15% | Share |
142 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 26.33K | +0.52% | 4.49M | 134.78 | 0.14% | Share |
143 | MINT | PIMCO Enhanced ... | 100.44 | 0.00% | 44.28K | +17.66% | 4.46M | 100.41 | 0.14% | Share |
144 | SOXX | iShares Semicon... | 254.14 | +0.10% | 23.33K | -0.63% | 4.39M | 196.35 | 0.14% | Share |
145 | GILD | Gilead Sciences... | 119.00 | -0.95% | 39.15K | -9.94% | 4.39M | 70.98 | 0.14% | Share |
146 | ONEQ | Fidelity Nasdaq... | 85.40 | -0.04% | 64.21K | +9.29% | 4.37M | 54.3 | 0.14% | Share |
147 | VYM | Vanguard High D... | 137.35 | -0.17% | 33.79K | -7.83% | 4.36M | 107.27 | 0.14% | Share |
148 | VOOG | Vanguard S&P 50... | 417.55 | +0.10% | 12.97K | +14.13% | 4.34M | 287.9 | 0.14% | Share |
149 | MO | Altria Group, I... | 65.54 | +0.06% | 71.97K | +6.12% | 4.32M | 46.79 | 0.14% | Share |
150 | VBR | Vanguard Small ... | 204.30 | -1.15% | 23.08K | -1.4% | 4.3M | 168.92 | 0.14% | Share |