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Sigma Planning

Latest statistics and disclosures from Sigma Planning Corp's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, NVDA, AMZN, QQQ, and represent 16.63% of Sigma Planning Corp's stock portfolio.
Added to shares of these 10 stocks: GARP (+$8.3M), IDEF (+$6.2M), CGDV (+$5.6M), ILCV, BOND, Blackrock Etf Trust, IDEQ, CGGO, VTI, FJAN.
Started 133 new stock positions in MCO, HYMC, IAG, PAHC, APLD, TDW, SNTH, GARP, MTSI, NMZ.
Reduced shares in these 10 stocks: SPY (-$17M), QQQ (-$9.6M), IGIB (-$6.7M), GLD (-$5.3M), BNDX, GJAN, BLCV, FOCT, SLV, VPU.
Sold out of its positions in AES, APG, Alpine Global Premier Pptys Fd Com Sbi cef, ADPT, BABA, AMP, SILJ, AstraZeneca, Atossa Genetics, AXGN.
Sigma Planning Corp was a net buyer of stock by $33M.
Sigma Planning Corp has $3.6B in assets under management (AUM), dropping by -1.01%.
Central Index Key (CIK): 0001449126

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Portfolio Holdings for Sigma Planning Corp

Sigma Planning Corp holds 1303 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Sigma Planning Corp has 1303 total positions. Only the first 250 positions are shown.

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Download the Sigma Planning Corp March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.4	$195M		299k	653.21	View chart
Apple (AAPL)	4.3	$155M		612k	253.79	View chart
NVIDIA Corporation (NVDA)	3.2	$115M		661k	174.40	View chart
Amazon (AMZN)	2.0	$73M		349k	208.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$61M	-13%	106k	577.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$56M	-23%	86k	650.43	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$51M		721k	70.18	View chart
Microsoft Corporation (MSFT)	1.4	$50M		135k	370.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$49M		432k	113.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$48M		80k	597.55	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$39M		137k	286.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.0	$37M	+2%	341k	108.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$28M	-3%	943k	29.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$27M	+4%	870k	30.68	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$25M	+2%	303k	82.57	View chart
Broadcom (AVGO)	0.7	$24M		77k	309.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$24M	-2%	353k	67.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$23M		108k	211.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$23M		79k	287.56	View chart
Meta Platforms Cl A (META)	0.6	$23M	-2%	39k	572.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$22M	-10%	174k	124.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$20M	-20%	47k	430.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$20M	+2%	226k	88.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$19M	-10%	40k	479.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$19M	+10%	188k	99.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$18M	+31%	57k	320.81	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$18M	+3%	259k	68.28	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$18M	+46%	412k	42.55	View chart
Eli Lilly & Co. (LLY)	0.5	$17M	+7%	18k	919.76	View chart
JPMorgan Chase & Co. (JPM)	0.4	$16M	-4%	55k	294.16	View chart
Caterpillar (CAT)	0.4	$16M	-9%	23k	708.45	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$16M	+2%	309k	50.95	View chart
Chevron Corporation (CVX)	0.4	$16M	-5%	76k	206.90	View chart
Tesla Motors (TSLA)	0.4	$16M	-13%	42k	371.75	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$16M	-5%	365k	42.56	View chart
Costco Wholesale Corporation (COST)	0.4	$15M	-6%	15k	996.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$15M	-5%	236k	62.56	View chart
Palantir Technologies Cl A (PLTR)	0.4	$15M	-5%	100k	146.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$15M	+4%	157k	92.74	View chart
Wal-Mart Stores (WMT)	0.4	$14M	+3%	116k	124.29	View chart
Exxon Mobil Corporation (XOM)	0.4	$14M		85k	169.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$14M	+3%	72k	196.20	View chart
Johnson & Johnson (JNJ)	0.4	$14M		56k	244.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$13M	-2%	523k	25.64	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$13M	-12%	97k	132.90	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$13M	+3%	239k	52.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$13M	+9%	139k	90.53	View chart
Abbvie (ABBV)	0.3	$12M	-4%	57k	217.49	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$12M	+3%	301k	39.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$12M	-6%	350k	33.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$12M		184k	64.08	View chart
Home Depot (HD)	0.3	$12M		36k	328.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$11M	+6%	59k	191.92	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$11M	-26%	161k	68.14	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$11M	-38%	202k	53.22	View chart
Micron Technology (MU)	0.3	$11M	-13%	32k	337.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$11M	+5%	138k	77.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$11M	+14%	50k	215.06	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$11M	+9%	151k	69.75	View chart
International Business Machines (IBM)	0.3	$10M	-4%	43k	242.39	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$10M	-7%	101k	102.25	View chart
Nextera Energy (NEE)	0.3	$10M	-5%	111k	92.88	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$10M		130k	78.77	View chart
Visa Com Cl A (V)	0.3	$10M	+2%	33k	302.24	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$10M	+3%	195k	51.23	View chart
Verizon Communications (VZ)	0.3	$9.6M		192k	50.20	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$9.6M		91k	106.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$9.4M	-6%	49k	191.81	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$9.4M	+10%	24k	383.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$9.3M	+18%	28k	337.97	View chart
Waste Management (WM)	0.3	$9.1M	-4%	40k	229.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.0M	+45%	34k	261.92	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$8.7M	+8%	189k	45.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$8.5M	+6%	107k	79.27	View chart
Procter & Gamble Company (PG)	0.2	$8.3M	+3%	58k	144.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$8.3M	+5%	29k	287.18	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$8.3M	+13%	135k	61.26	View chart
Ishares Tr Msci Usa Quality (GARP)	0.2	$8.3M	NEW	129k	63.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$8.2M	-4%	144k	56.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$8.1M	+6%	19k	436.79	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$8.1M	-4%	141k	57.61	View chart
Advanced Micro Devices (AMD)	0.2	$8.1M	-9%	40k	203.43	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$7.9M	+13%	237k	33.54	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$7.9M	+5%	131k	60.39	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$7.9M	+2%	54k	146.61	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.2	$7.9M		157k	50.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$7.8M		11k	697.75	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$7.8M	+2%	171k	45.62	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$7.8M	-12%	233k	33.47	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$7.8M		57k	135.72	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.2	$7.6M		238k	32.04	View chart
DTE Energy Company (DTE)	0.2	$7.6M		52k	146.23	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$7.5M	+5%	52k	144.71	View chart
Goldman Sachs (GS)	0.2	$7.4M		8.8k	846.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$7.4M		19k	390.41	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$7.3M	-22%	148k	49.37	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$7.3M	-12%	60k	120.97	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$7.2M		196k	36.84	View chart
Tidal Trust Ii Pinnacle Focused (FCUS)	0.2	$7.0M	-4%	195k	35.95	View chart
Netflix (NFLX)	0.2	$7.0M	-8%	73k	96.15	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$7.0M	+10%	70k	100.66	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$7.0M	-5%	72k	96.70	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$6.9M	+16%	213k	32.46	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$6.9M	+16%	81k	84.91	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$6.8M		33k	208.05	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$6.8M	-2%	27k	250.58	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$6.7M	+7%	57k	118.45	View chart
Honeywell International (HON)	0.2	$6.6M	-7%	29k	226.03	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$6.6M	+9%	41k	161.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.6M		46k	142.43	View chart
Ge Vernova (GEV)	0.2	$6.6M	+25%	7.6k	872.85	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$6.4M	+17%	158k	40.19	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$6.3M	+19%	57k	110.78	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$6.3M	+5%	56k	112.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$6.2M		116k	54.05	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$6.2M	+5%	124k	50.12	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$6.2M	NEW	190k	32.72	View chart
Pacer Fds Tr Pacer Cash Cowz (QQWZ)	0.2	$6.1M	+4%	233k	26.31	View chart
Amgen (AMGN)	0.2	$6.1M	-4%	17k	351.86	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.2	$6.1M		214k	28.28	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.2	$6.1M	+8%	158k	38.30	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$6.0M	+46%	101k	59.79	View chart
Pepsi (PEP)	0.2	$6.0M	-6%	39k	155.29	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$6.0M	+9%	119k	50.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$6.0M		33k	181.42	View chart
Northern Lights Fd Tr Ocean Park Domes (DUKQ)	0.2	$6.0M	+5%	220k	27.13	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$5.9M	+13%	79k	75.19	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$5.8M	-3%	124k	47.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$5.8M	+3%	27k	217.25	View chart
Merck & Co (MRK)	0.2	$5.7M		48k	120.30	View chart
Coca-Cola Company (KO)	0.2	$5.7M		75k	76.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.7M		13k	426.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$5.6M	+5%	68k	82.75	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$5.6M	+2%	14k	407.69	View chart
Bank of America Corporation (BAC)	0.2	$5.6M		114k	48.75	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$5.5M	+25%	55k	100.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.5M	+4%	43k	128.12	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$5.5M		59k	93.66	View chart
Boeing Company (BA)	0.2	$5.4M	+9%	27k	199.03	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$5.4M	+50%	117k	46.40	View chart
Morgan Stanley Com New (MS)	0.1	$5.3M		32k	164.57	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$5.3M	+1055%	57k	92.28	View chart
McDonald's Corporation (MCD)	0.1	$5.2M	-3%	17k	310.79	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.2M	+4%	40k	130.94	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$5.1M	+847%	154k	33.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$5.1M	+5%	92k	54.84	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.1	$5.0M	+15%	208k	24.21	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$5.0M	+4%	100k	50.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.0M	+4%	20k	248.01	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$5.0M	-13%	11k	463.22	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$4.9M	NEW	53k	93.14	View chart
Wells Fargo & Company (WFC)	0.1	$4.9M	+7%	62k	79.61	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$4.9M	+29%	85k	58.18	View chart
Lowe's Companies (LOW)	0.1	$4.9M		21k	236.29	View chart
Ge Aerospace Com New (GE)	0.1	$4.9M	+3%	17k	283.78	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$4.9M	-11%	97k	50.80	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$4.9M	+14%	142k	34.41	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$4.9M		54k	89.33	View chart
Vanguard World Materials Etf (VAW)	0.1	$4.8M	-4%	22k	225.34	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$4.8M	-28%	77k	62.68	View chart
Pfizer (PFE)	0.1	$4.8M	+3%	172k	28.08	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.7M		25k	192.90	View chart
Applied Materials (AMAT)	0.1	$4.7M	+11%	14k	341.80	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$4.7M	-4%	102k	46.31	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$4.7M	-7%	226k	20.96	View chart
Blackrock Etf Trust Ishares Large Ca	0.1	$4.7M	NEW	130k	36.12	View chart
Bristol Myers Squibb (BMY)	0.1	$4.7M		77k	60.65	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.7M	-16%	22k	213.66	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	0.1	$4.7M	NEW	148k	31.75	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$4.6M	+6%	260k	17.75	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$4.6M		45k	103.13	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.1	$4.6M	+2%	174k	26.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.6M	+65%	59k	77.11	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$4.6M	-13%	66k	68.78	View chart
Altria (MO)	0.1	$4.6M	+16%	69k	66.00	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$4.5M	+3%	84k	53.77	View chart
Eaton Corp SHS (ETN)	0.1	$4.5M	-6%	13k	357.68	View chart
At&t (T)	0.1	$4.5M	-2%	154k	28.99	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.5M	+4%	7.4k	604.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$4.4M	+37%	158k	28.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.4M	+26%	24k	184.28	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$4.4M	+4%	55k	80.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.4M	-5%	8.8k	499.68	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$4.4M	+7%	53k	81.98	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$4.4M	+6%	19k	224.59	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$4.3M	+7%	20k	218.75	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.3M		6.3k	682.27	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$4.3M	+6%	120k	35.59	View chart
Oracle Corporation (ORCL)	0.1	$4.3M	-8%	29k	147.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$4.2M	+6%	53k	78.41	View chart
Managed Portfolio Series Leuthold Select (LST)	0.1	$4.1M	+42%	103k	40.45	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.1M	+8%	75k	55.52	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$4.1M	+11%	80k	50.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.0M		27k	148.10	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.0M	+19%	3.0k	1320.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.0M	+7%	45k	88.70	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$4.0M		80k	49.50	View chart
Deere & Company (DE)	0.1	$3.9M	-8%	7.0k	563.35	View chart
UnitedHealth (UNH)	0.1	$3.9M	-3%	15k	270.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.9M	-4%	16k	239.99	View chart
Southern Company (SO)	0.1	$3.9M	-4%	41k	96.52	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.9M	-54%	80k	48.05	View chart
Ford Motor Company (F)	0.1	$3.8M	+5%	333k	11.54	View chart
Corning Incorporated (GLW)	0.1	$3.8M	-3%	28k	135.97	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$3.8M	+3%	35k	108.98	View chart
Cme (CME)	0.1	$3.8M	-2%	13k	295.36	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.8M		41k	92.76	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$3.7M	-13%	88k	42.50	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$3.7M	+64%	23k	163.58	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.7M	-7%	8.0k	460.99	View chart
Realty Income (O)	0.1	$3.7M	-5%	61k	61.19	View chart
Medtronic SHS (MDT)	0.1	$3.7M		42k	86.65	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$3.6M	+63%	44k	83.57	View chart
Uber Technologies (UBER)	0.1	$3.6M	-35%	51k	71.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$3.6M	-7%	42k	86.69	View chart
American Express Company (AXP)	0.1	$3.6M	+13%	12k	302.48	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.6M	+5%	33k	110.36	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$3.6M	-2%	52k	70.36	View chart
United Parcel Svcs CL B (UPS)	0.1	$3.6M	+37%	37k	98.38	View chart
Cisco Systems (CSCO)	0.1	$3.6M	-30%	46k	77.59	View chart
Freeport Mcmoran CL B (FCX)	0.1	$3.6M	+74%	61k	58.78	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$3.6M	+5%	72k	49.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$3.5M	NEW	70k	50.41	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$3.5M		24k	145.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.5M	+2%	47k	75.10	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$3.5M		76k	46.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.5M	+56%	48k	73.64	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$3.4M	+123%	117k	29.36	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$3.4M	-15%	37k	91.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.4M		32k	106.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.4M	+4%	36k	95.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$3.4M	+21%	30k	110.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$3.4M	-4%	33k	103.37	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.3M	-3%	12k	272.34	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$3.3M	+21%	14k	237.63	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$3.3M		78k	42.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.3M		22k	151.41	View chart
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)	0.1	$3.3M	+3%	130k	25.29	View chart
Valero Energy Corporation (VLO)	0.1	$3.3M		13k	247.08	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.1	$3.3M	NEW	124k	26.24	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$3.2M	+3%	64k	50.98	View chart
salesforce (CRM)	0.1	$3.2M	-26%	17k	186.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.2M	+4%	33k	97.23	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$3.2M	NEW	24k	135.49	View chart
Ea Series Trust Sarmaya Thematic (LENS)	0.1	$3.2M	NEW	70k	45.83	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$3.2M	-2%	63k	50.61	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$3.2M	+2%	63k	50.34	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$3.1M	+2%	5.1k	616.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$3.1M	+54%	8.5k	367.45	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$3.1M		11k	295.11	View chart

Past Filings by Sigma Planning Corp

SEC 13F filings are viewable for Sigma Planning Corp going back to 2014

Sigma Planning Corp 2026 Q1 filed May 4, 2026
Sigma Planning Corp 2025 Q4 filed Jan. 30, 2026
Sigma Planning Corp 2025 Q3 filed Nov. 10, 2025
Sigma Planning Corp 2025 Q2 filed Aug. 5, 2025
Sigma Planning Corp 2025 Q1 filed May 2, 2025
Sigma Planning Corp 2024 Q4 filed Feb. 3, 2025
Sigma Planning Corp 2024 Q3 filed Nov. 4, 2024
Sigma Planning Corp 2024 Q2 filed Aug. 6, 2024
Sigma Planning Corp 2024 Q1 filed May 2, 2024
Sigma Planning Corp 2023 Q4 filed Feb. 1, 2024
Sigma Planning Corp 2023 Q3 filed Nov. 6, 2023
Sigma Planning Corp 2023 Q2 filed Aug. 2, 2023
Sigma Planning Corp 2023 Q1 filed May 8, 2023
Sigma Planning Corp 2022 Q4 filed Jan. 24, 2023
Sigma Planning Corp 2022 Q3 filed Nov. 10, 2022
Sigma Planning Corp 2022 Q2 filed Aug. 11, 2022

View all past filings

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