Top 50 Sigma Planning Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.42% | 298.7K | $195.1M | +1.73%(+5.07K) | $367.44(+102.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.31% | 611.9K | $155.3M | -1.60%(-9.97K) | $134.76(+121.78%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 639.7K | $111.6M | -2.51%(-16.47K) | $40.06(+463.68%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.02% | 349.3K | $72.7M | -0.71%(-2.49K) | $137.65(+96.24%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.69% | 105.6K | $61.0M | -13.63%(-16.67K) | $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) | $439.41(+68.93%) | 2026-03-31 | |
| DGRO | ISHARES TR | 1.41% | 721.4K | $50.6M | -1.34%(-9.78K) | $53.31(+37.26%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.39% | 135.1K | $50.0M | +0.04%(+50) | $268.32(+51.02%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.36% | 432.3K | $48.9M | -0.38%(-1.63K) | $68.83(+99.40%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.33% | 80.2K | $48.0M | -0.46%(-370) | $416.09(+64.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.91% | +63.92% |
| Top 20 Holdings Unweighted | +17.06% | +60.40% |
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