Sigma Planning Corp
CIK: 0001449126SEC EDGAR →
Portfolio Value
$3.6B
Holdings
1,289
As of
Q4 2025
New Positions
142
Closed Positions
98
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 293,582 | $201.1M | 5.55% |
| 2 | APPLE INC | 621,839 | $169.2M | 4.67% |
| 3 | NVDACall NVIDIA CORPORATION | 659,771 | $122.7M | 3.39% |
| 4 | AMAZON COM INC | 351,759 | $81.3M | 2.24% |
| 5 | INVESCO QQQ TR | 122,300 | $75.2M | 2.08% |
| 6 | MICROSOFT CORP | 135,011 | $65.4M | 1.81% |
| 7 | SPYPut SPDR S&P 500 ETF TR | 112,521 | $60.0M | 1.66% |
| 8 | ISHARES TR | 433,977 | $53.5M | 1.48% |
| 9 | ISHARES TR | 731,146 | $50.8M | 1.40% |
| 10 | VANGUARD INDEX FDS | 80,619 | $50.5M | 1.39% |
Quarterly Changes
New Positions (129)
$169.2M · 622K shares
$122.7M · 660K shares
$4.1M · 110K shares
$4.1M · 84K shares
$3.2M · 12K shares
$3.0M · 20K shares
$2.9M · 72K shares
$1.6M · 46K shares
$1.6M · 40K shares
$1.5M · 7K shares
$1.5M · 65K shares
$1.5M · 37K shares
$1.4M · 53K shares
$1.3M · 45K shares
$1.3M · 38K shares
$1.2M · 32K shares
$1.2M · 48K shares
$1.2M · 71K shares
$1.1M · 46K shares
$1.0M · 8K shares
$982K · 7K shares
$950K · 5K shares
$923K · 5K shares
$922K · 16K shares
$907K · 31K shares
$904K · 47K shares
$894K · 35K shares
$870K · 24K shares
$845K · 11K shares
$832K · 29K shares
$825K · 13K shares
$763K · 35K shares
$760K · 10K shares
$739K · 9K shares
$722K · 12K shares
$700K · 3K shares
$680K · 7K shares
$643K · 19K shares
$632K · 32K shares
$625K · 24K shares
$610K · 8K shares
$567K · 3K shares
$565K · 2K shares
$512K · 12K shares
$485K · 7K shares
$460K · 9K shares
$453K · 4K shares
$436K · 6K shares
$415K · 22K shares
$411K · 14K shares
$409K · 5K shares
$408K · 3K shares
$403K · 15K shares
$380K · 9K shares
$379K · 5K shares
$375K · 9K shares
$372K · 6K shares
$370K · 8K shares
$370K · 659 shares
$360K · 6K shares
$349K · 5K shares
$345K · 7K shares
$343K · 4K shares
$336K · 3K shares
$333K · 15K shares
$322K · 15K shares
$319K · 4K shares
$318K · 1K shares
$318K · 943 shares
$307K · 23K shares
$296K · 6K shares
$295K · 9K shares
$295K · 4K shares
$294K · 2K shares
$294K · 4K shares
$293K · 3K shares
$287K · 4K shares
$285K · 15K shares
$284K · 4K shares
$282K · 7K shares
$280K · 9K shares
$279K · 7K shares
$279K · 3K shares
$274K · 4K shares
$273K · 5K shares
$272K · 8K shares
$260K · 6K shares
$247K · 6K shares
$244K · 8K shares
$244K · 3K shares
$242K · 5K shares
$238K · 8K shares
$233K · 5K shares
$230K · 4K shares
$227K · 873 shares
$226K · 2K shares
$225K · 9K shares
$221K · 3K shares
$220K · 382 shares
$219K · 8K shares
$219K · 1K shares
$218K · 1K shares
$217K · 2K shares
$216K · 4K shares
$212K · 3K shares
$211K · 159 shares
$211K · 3K shares
$210K · 9K shares
$207K · 334 shares
$207K · 5K shares
$206K · 854 shares
$206K · 2K shares
$205K · 7K shares
$202K · 10K shares
$201K · 5K shares
$201K · 10K shares
$201K · 1K shares
$200K · 4K shares
$200K · 5K shares
$192K · 13K shares
$163K · 11K shares
$146K · 12K shares
$128K · 20K shares
$120K · 11K shares
$117K · 10K shares
$105K · 10K shares
$92K · 45K shares
$72K · 13K shares
$46K · 38K shares
Closed Positions (123)
$159.7M · 636K shares
$124.7M · 668K shares
$96.4M · 336K shares
$2.3M · 17K shares
$1.7M · 84K shares
$1.6M · 55K shares
$1.4M · 15K shares
$1.3M · 16K shares
$1.1M · 45K shares
$1.1M · 7K shares
$1.1M · 14K shares
$1.1M · 4K shares
$1.1M · 41K shares
$1.1M · 39K shares
$1.0M · 8K shares
$990K · 9K shares
$969K · 7K shares
$939K · 4K shares
$932K · 23K shares
$917K · 2K shares
$899K · 15K shares
$896K · 1K shares
$878K · 24K shares
$859K · 22K shares
$838K · 10K shares
$801K · 26K shares
$794K · 29K shares
$790K · 2K shares
$790K · 3K shares
$781K · 3K shares
$762K · 5K shares
$757K · 4K shares
$757K · 2K shares
$756K · 12K shares
$756K · 25K shares
$746K · 29K shares
$742K · 6K shares
$710K · 7K shares
$710K · 7K shares
$703K · 13K shares
$694K · 17K shares
$693K · 32K shares
$683K · 2K shares
$680K · 2K shares
$611K · 10K shares
$606K · 21K shares
$595K · 25K shares
$593K · 17K shares
$582K · 12K shares
$581K · 4K shares
$554K · 3K shares
$534K · 4K shares
$494K · 2K shares
$492K · 6K shares
$484K · 6K shares
$471K · 10K shares
$469K · 23K shares
$457K · 22K shares
$451K · 19K shares
$447K · 4K shares
$437K · 7K shares
$425K · 5K shares
$408K · 14K shares
$403K · 8K shares
$380K · 15K shares
$379K · 17K shares
$373K · 14K shares
$370K · 11K shares
$365K · 3K shares
$349K · 3K shares
$345K · 20K shares
$305K · 4K shares
$270K · 12K shares
$263K · 5K shares
$261K · 3K shares
$260K · 3K shares
$259K · 2K shares
$255K · 1K shares
$254K · 9K shares
$254K · 514 shares
$252K · 11K shares
$249K · 3K shares
$249K · 1K shares
$243K · 25K shares
$243K · 1K shares
$241K · 3K shares
$240K · 10K shares
$239K · 15K shares
$233K · 8K shares
$231K · 6K shares
$228K · 2K shares
$227K · 8K shares
$226K · 1K shares
$224K · 2K shares
$224K · 8K shares
$221K · 3K shares
$220K · 5K shares
$217K · 4K shares
$214K · 6K shares
$213K · 7K shares
$213K · 3K shares
$213K · 760 shares
$210K · 6K shares
$207K · 2K shares
$207K · 4K shares
$207K · 980 shares
$207K · 2K shares
$205K · 25K shares
$204K · 6K shares
$202K · 1K shares
$201K · 5K shares
$200K · 2K shares
$102K · 10K shares
$93K · 15K shares
$88K · 10K shares
$81K · 11K shares
$78K · 11K shares
$76K · 20K shares
$56K · 13K shares
ABRDN AUSTRALIA EQUITY FD IN
$56K · 12K shares
$55K · 10K shares
$35K · 10K shares
$28K · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 717 | $2.0B | 55.8% |
| Technology | 98 | $587.8M | 16.0% |
| Unknown | 87 | $266.6M | 7.3% |
| Healthcare | 75 | $160.8M | 4.4% |
| Consumer Cyclical | 39 | $150.4M | 4.1% |
| Industrials | 90 | $119.6M | 3.3% |
| Communication Services | 19 | $117.2M | 3.2% |
| Consumer Defensive | 29 | $72.5M | 2.0% |
| Energy | 36 | $51.3M | 1.4% |
| Utilities | 30 | $47.1M | 1.3% |
| Basic Materials | 34 | $24.7M | 0.7% |
| Real Estate | 35 | $23.7M | 0.6% |