Sigma Planning Corp 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP Sigma Planning Corp | Institutional Filer | ▼ 0.61% | $3.60B | 1301 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1301)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 299K | $195.1M | 5.42% |
| 2 | AAPL | Apple Inc. | Technology | 612K | $155.3M | 4.31% |
| 3 | NVDA | NVIDIA Corporation | Technology | 661K | $112.0M | 3.11% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 349K | $72.7M | 2.02% |
| 5 | QQQ | Invesco QQQ Trust | — | 106K | $61.0M | 1.69% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 86K | $56.0M | 1.55% |
| 7 | DGRO | ISHARES TR | — | 721K | $50.6M | 1.41% |
| 8 | MSFT | Microsoft Corporation | Technology | 135K | $50.0M | 1.39% |
| 9 | IVW | ISHARES TR | — | 432K | $48.9M | 1.36% |
| 10 | VOO | VANGUARD INDEX FDS | — | 80K | $48.0M | 1.33% |
| 11 | GOOG | Alphabet Inc. | Technology | 137K | $39.4M | 1.10% |
| 12 | LQD | ISHARES TR | — | 341K | $37.2M | 1.03% |
| 13 | SCHG | SCHWAB STRATEGIC TR | — | 943K | $27.5M | 0.76% |
| 14 | SCHD | SCHWAB STRATEGIC TR | — | 870K | $26.7M | 0.74% |
| 15 | SHY | ISHARES TR | — | 303K | $25.0M | 0.70% |
Showing 1 to 15 of 1000 holdings