Sigma Planning Corp
CIK Number: 0001449126
Main Sectors:
Top Industries:
Filing Date: Aug 5, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 672.49 | 0.00% | 308.03K | -4.55% | 191.26M | 420.59 | 5.75% | Share |
| 2 | AAPL | Apple Inc. | 258.02 | +0.35% | 651.5K | -6.19% | 133.67M | 128.33 | 4.02% | Share |
| 3 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 692.36K | -0.38% | 109.39M | 49.86 | 3.29% | Share |
| 4 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 347.13K | +0.78% | 76.16M | 145.46 | 2.29% | Share |
| 5 | QQQ | Invesco QQQ Tru... | 603.15 | -0.43% | 132.49K | -2.81% | 73.09M | 346.5 | 2.20% | Share |
| 6 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 135.46K | -10.71% | 67.38M | 284.52 | 2.03% | Share |
| 7 | VOO | Vanguard S&P 50... | 615.18 | -0.01% | 101.62K | +2.43% | 57.72M | 429.55 | 1.74% | Share |
| 8 | SPY | SPDR S&P 500 ET... | 669.25 | 0.00% | 89.7K | -5.06% | 55.43M | 450.65 | 1.67% | Share |
| 9 | DGRO | iShares Core Di... | 68.57 | +0.51% | 790.73K | -2.27% | 50.56M | 53.6 | 1.52% | Share |
| 10 | IVW | iShares S&P 500... | 121.06 | -0.28% | 427.87K | +2.70% | 47.11M | 71.76 | 1.42% | Share |
| 11 | LQD | iShares iBoxx $... | 111.55 | -0.13% | 315.9K | -0.57% | 34.63M | 113.47 | 1.04% | Share |
| 12 | META | Meta Platforms,... | 710.56 | -2.27% | 39.42K | +1.49% | 29.1M | 396.58 | 0.87% | Share |
| 13 | SCHG | Schwab U.S. Lar... | 32.08 | -0.31% | 944.15K | +0.94% | 27.58M | 23.84 | 0.83% | Share |
| 14 | BRK-B | Berkshire Hatha... | 499.02 | +0.63% | 52.62K | -12.43% | 25.56M | 341.18 | 0.77% | Share |
| 15 | GOOG | Alphabet Inc. | 246.45 | +0.01% | 141.91K | -2.64% | 25.17M | 126.86 | 0.76% | Share |
| 16 | COWZ | Pacer US Cash C... | 57.83 | +0.24% | 431.49K | -14.89% | 23.78M | 52.48 | 0.71% | Share |
| 17 | SCHD | Schwab U.S. Div... | 27.43 | +0.31% | 895.07K | +1.38% | 23.72M | 25.43 | 0.71% | Share |
| 18 | IVE | iShares S&P 500... | 207.83 | +0.39% | 115.68K | -0.49% | 22.61M | 162.51 | 0.68% | Share |
| 19 | IJH | iShares Core S&... | 65.78 | +0.32% | 359.17K | -0.11% | 22.28M | 51.59 | 0.67% | Share |
| 20 | SHY | iShares 1-3 Yea... | 82.79 | -0.04% | 260.98K | +4.28% | 21.62M | 81.57 | 0.65% | Share |
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