Sigma Planning Corp Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$3.5T
Holdings
1,283
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,283 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 293,042 | $196.1B | 5.58% | |
| 2 | AAPLAPPLE INC | 636,117 | $159.7B | 4.54% | Call |
| 3 | NVDANVIDIA CORPORATION | 668,155 | $124.7B | 3.54% | |
| 4 | AMZNAMAZON COM INC | 355,956 | $78.2B | 2.22% | |
| 5 | NDQINVESCO QQQ TR | 118,807 | $71.3B | 2.03% | |
| 6 | MSFTMICROSOFT CORP | 134,671 | $69.8B | 1.98% | |
| 7 | SPYSPDR S&P 500 ETF TR | 111,003 | $58.2B | 1.65% | Put |
| 8 | IVWISHARES TR | 431,166 | $52.1B | 1.48% | |
| 9 | DGROISHARES TR | 753,440 | $51.3B | 1.46% | |
| 10 | VOOVANGUARD INDEX FDS | 79,760 | $48.8B | 1.39% | |
| 11 | LQDISHARES TR | 322,735 | $36.0B | 1.02% | |
| 12 | GOOGALPHABET INC | 137,856 | $33.6B | 0.95% | |
| 13 | SCHGSCHWAB STRATEGIC TR | 971,044 | $31.0B | 0.88% | |
| 14 | METAMETA PLATFORMS INC | 39,200 | $28.8B | 0.82% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 52,872 | $26.6B | 0.76% | |
| 16 | AVGOBROADCOM INC | 77,292 | $25.5B | 0.72% | |
| 17 | IJHISHARES TR | 351,028 | $22.9B | 0.65% | |
| 18 | IJRISHARES TR | 190,514 | $22.6B | 0.64% | |
| 19 | SHYISHARES TR | 271,437 | $22.5B | 0.64% | |
| 20 | SCHDSCHWAB STRATEGIC TR | 813,969 | $22.2B | 0.63% | |
| 21 | PLTRPALANTIR TECHNOLOGIES INC | 120,853 | $22.0B | 0.63% | |
| 22 | IVEISHARES TR | 104,336 | $21.5B | 0.61% | |
| 23 | GQ9SPDR GOLD TR | 58,242 | $20.7B | 0.59% | |
| 24 | GOOGLALPHABET INC | 79,869 | $19.4B | 0.55% | |
| 25 | JPMJPMORGAN CHASE & CO. | 56,641 | $17.9B | 0.51% | |
| 26 | TSLATESLA INC | 39,325 | $17.5B | 0.50% | |
| 27 | IGIBISHARES TR | 317,909 | $17.2B | 0.49% | |
| 28 | AGGISHARES TR | 168,069 | $16.8B | 0.48% | |
| 29 | FLOTISHARES TR | 320,042 | $16.3B | 0.46% | |
| 30 | RDVYFIRST TR EXCHANGE TRADED FD | 236,005 | $15.9B | 0.45% | |
| 31 | COWZPACER FDS TR | 276,058 | $15.9B | 0.45% | |
| 32 | IAU*ISHARES GOLD TR | 215,893 | $15.7B | 0.45% | |
| 33 | SCHXSCHWAB STRATEGIC TR | 557,823 | $14.7B | 0.42% | |
| 34 | HDHOME DEPOT INC | 35,948 | $14.6B | 0.41% | |
| 35 | XLKSELECT SECTOR SPDR TR | 51,670 | $14.6B | 0.41% | |
| 36 | USMVISHARES TR | 152,898 | $14.5B | 0.41% | |
| 37 | COSTCOSTCO WHSL CORP NEW | 15,627 | $14.5B | 0.41% | |
| 38 | IDV*ISHARES TR | 390,539 | $14.3B | 0.41% | |
| 39 | ABBVABBVIE INC | 58,921 | $13.6B | 0.39% | |
| 40 | VTIVANGUARD INDEX FDS | 39,273 | $12.9B | 0.37% | |
| 41 | IUSVISHARES TR | 128,229 | $12.8B | 0.36% | |
| 42 | VTVVANGUARD INDEX FDS | 68,282 | $12.7B | 0.36% | |
| 43 | BUFRFIRST TR EXCHNG TRADED FD VI | 379,638 | $12.7B | 0.36% | |
| 44 | LLYELI LILLY & CO | 16,235 | $12.4B | 0.35% | |
| 45 | VVISA INC | 35,722 | $12.2B | 0.35% | |
| 46 | CVXCHEVRON CORP NEW | 76,692 | $11.9B | 0.34% | |
| 47 | IGSBISHARES TR | 219,936 | $11.7B | 0.33% | |
| 48 | WMTWALMART INC | 109,257 | $11.3B | 0.32% | |
| 49 | SDVYFIRST TR EXCHANGE-TRADED FD | 295,992 | $11.3B | 0.32% | |
| 50 | IBMINTERNATIONAL BUSINESS MACHS | 39,386 | $11.1B | 0.32% | |
| 51 | BIVVANGUARD BD INDEX FDS | 140,546 | $11.0B | 0.31% | |
| 52 | JEPIJ P MORGAN EXCHANGE TRADED F | 190,072 | $10.9B | 0.31% | |
| 53 | QUALISHARES TR | 55,488 | $10.8B | 0.31% | |
| 54 | VEAVANGUARD TAX-MANAGED FDS | 179,063 | $10.7B | 0.31% | |
| 55 | RSPINVESCO EXCHANGE TRADED FD T | 55,327 | $10.5B | 0.30% | |
| 56 | IMCGISHARES TR | 125,532 | $10.4B | 0.30% | |
| 57 | MUBISHARES TR | 94,523 | $10.1B | 0.29% | |
| 58 | CATCATERPILLAR INC | 20,953 | $10.0B | 0.28% | |
| 59 | AQLTISHARES TR | 111,512 | $9.7B | 0.28% | |
| 60 | JNJJOHNSON & JOHNSON | 52,278 | $9.7B | 0.28% | |
| 61 | IOOISHARES TR | 80,746 | $9.7B | 0.28% | |
| 62 | MOATVANECK ETF TRUST | 97,700 | $9.7B | 0.28% | |
| 63 | USIGISHARES TR | 183,326 | $9.6B | 0.27% | |
| 64 | CGDGCAPITAL GROUP DIVIDEND VALUE | 226,336 | $9.5B | 0.27% | |
| 65 | ORCLORACLE CORP | 33,532 | $9.4B | 0.27% | |
| 66 | VIGVANGUARD SPECIALIZED FUNDS | 42,413 | $9.2B | 0.26% | |
| 67 | XLFSELECT SECTOR SPDR TR | 168,913 | $9.1B | 0.26% | |
| 68 | NFLXNETFLIX INC | 7,555 | $9.1B | 0.26% | |
| 69 | IEMGISHARES INC | 135,129 | $8.9B | 0.25% | |
| 70 | WMWASTE MGMT INC DEL | 40,231 | $8.9B | 0.25% | |
| 71 | XOMEXXON MOBIL CORP | 77,791 | $8.8B | 0.25% | |
| 72 | DDTOINNOVATOR ETFS TRUST | 265,315 | $8.7B | 0.25% | |
| 73 | CRWDCROWDSTRIKE HLDGS INC | 17,565 | $8.6B | 0.24% | |
| 74 | SLVISHARES SILVER TR | 197,192 | $8.4B | 0.24% | |
| 75 | BNDXVANGUARD CHARLOTTE FDS | 164,632 | $8.1B | 0.23% | |
| 76 | PGPROCTER AND GAMBLE CO | 52,851 | $8.1B | 0.23% | |
| 77 | CIBRFIRST TR EXCHANGE TRADED FD | 106,697 | $8.1B | 0.23% | |
| 78 | VGTVANGUARD WORLD FD | 10,849 | $8.1B | 0.23% | |
| 79 | VUGVANGUARD INDEX FDS | 16,586 | $8.0B | 0.23% | |
| 80 | XHLFBONDBLOXX ETF TRUST | 156,937 | $7.9B | 0.22% | |
| 81 | NEENEXTERA ENERGY INC | 104,434 | $7.9B | 0.22% | |
| 82 | VCSHVANGUARD SCOTTSDALE FDS | 98,301 | $7.9B | 0.22% | |
| 83 | VOVANGUARD INDEX FDS | 26,648 | $7.8B | 0.22% | |
| 84 | TDIVFIRST TR EXCHANGE TRADED FD | 77,941 | $7.7B | 0.22% | |
| 85 | FBNDFIDELITY MERRIMACK STR TR | 164,635 | $7.6B | 0.22% | |
| 86 | AMDADVANCED MICRO DEVICES INC | 46,631 | $7.5B | 0.21% | |
| 87 | DTEDTE ENERGY CO | 53,230 | $7.5B | 0.21% | |
| 88 | BACVERIZON COMMUNICATIONS INC | 170,060 | $7.5B | 0.21% | |
| 89 | XLUSELECT SECTOR SPDR TR | 84,846 | $7.4B | 0.21% | |
| 90 | FTECFIDELITY COVINGTON TRUST | 33,270 | $7.4B | 0.21% | |
| 91 | PSFFPACER FDS TR | 230,405 | $7.3B | 0.21% | |
| 92 | SECTNORTHERN LTS FD TR IV | 115,181 | $7.3B | 0.21% | |
| 93 | FCUSTIDAL TRUST II | 227,869 | $7.2B | 0.21% | |
| 94 | GSGOLDMAN SACHS GROUP INC | 8,895 | $7.1B | 0.20% | |
| 95 | IYWISHARES TR | 36,075 | $7.1B | 0.20% | |
| 96 | SPIBSPDR SERIES TRUST | 207,652 | $7.0B | 0.20% | |
| 97 | ITOTISHARES TR | 48,023 | $7.0B | 0.20% | |
| 98 | SMHVANECK ETF TRUST | 21,410 | $7.0B | 0.20% | |
| 99 | HDVISHARES TR | 56,979 | $7.0B | 0.20% | |
| 100 | USHYISHARES TR | 182,536 | $6.9B | 0.20% |
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