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Sigma Planning Corp

Portfolio Manager
Sigma Planning Corp
Performance
-6.42% (2026 Q1)
AUM (13F)
$3.60B
# of Holdings
1302
Performance Rank
Allocation (Top 20)
31.13%

Sigma Planning Corp Holdings Map

Top 50 Sigma Planning Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
5.42%298.7K$195.1M
+1.73%(+5.07K)
2025-Q1: 322.7K shares2025-Q2: 308.0K shares2025-Q3: 293.0K shares2025-Q4: 293.6K shares2026-Q1: 298.7K shares
$367.44(+102.96%)
2026-03-31
AAPL
APPLE INC
4.31%611.9K$155.3M
-1.60%(-9.97K)
2025-Q1: 694.5K shares2025-Q2: 651.5K shares2025-Q3: 626.1K shares2025-Q4: 621.8K shares2026-Q1: 611.9K shares
$134.76(+121.78%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.1%639.7K$111.6M
-2.51%(-16.47K)
2025-Q1: 695.0K shares2025-Q2: 692.4K shares2025-Q3: 668.2K shares2025-Q4: 656.2K shares2026-Q1: 639.7K shares
$40.06(+463.68%)
2026-03-31
AMZN
AMAZON COM INC
2.02%349.3K$72.7M
-0.71%(-2.49K)
2025-Q1: 344.5K shares2025-Q2: 347.1K shares2025-Q3: 356.0K shares2025-Q4: 351.8K shares2026-Q1: 349.3K shares
$137.65(+96.24%)
2026-03-31
QQQ
INVESCO QQQ TR
1.69%105.6K$61.0M
-13.63%(-16.67K)
2025-Q1: 136.3K shares2025-Q2: 132.5K shares2025-Q3: 118.8K shares2025-Q4: 122.3K shares2026-Q1: 105.6K shares
$323.21(+121.13%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
1.55%86.0K$56.0M
-2.15%(-1.89K)
2025-Q1: 94.5K shares2025-Q2: 89.7K shares2025-Q3: 87.1K shares2025-Q4: 87.9K shares2026-Q1: 86.0K shares
$439.41(+68.93%)
2026-03-31
DGRO
ISHARES TR
1.41%721.4K$50.6M
-1.34%(-9.78K)
2025-Q1: 809.1K shares2025-Q2: 790.7K shares2025-Q3: 753.4K shares2025-Q4: 731.1K shares2026-Q1: 721.4K shares
$53.31(+37.26%)
2026-03-31
MSFT
MICROSOFT CORP
1.39%135.1K$50.0M
+0.04%(+50)
2025-Q1: 151.7K shares2025-Q2: 135.5K shares2025-Q3: 134.7K shares2025-Q4: 135.0K shares2026-Q1: 135.1K shares
$268.32(+51.02%)
2026-03-31
IVW
ISHARES TR
1.36%432.3K$48.9M
-0.38%(-1.63K)
2025-Q1: 416.6K shares2025-Q2: 427.9K shares2025-Q3: 431.2K shares2025-Q4: 434.0K shares2026-Q1: 432.3K shares
$68.83(+99.40%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.33%80.2K$48.0M
-0.46%(-370)
2025-Q1: 99.2K shares2025-Q2: 101.6K shares2025-Q3: 79.8K shares2025-Q4: 80.6K shares2026-Q1: 80.2K shares
$416.09(+64.00%)
2026-03-31

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