Sigma Investment Counselors as of Dec. 31, 2014
Portfolio Holdings for Sigma Investment Counselors
Sigma Investment Counselors holds 113 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Index (IVV) | 19.3 | $102M | 492k | 206.87 | |
Vanguard Europe Pacific ETF (VEA) | 9.3 | $49M | 1.3M | 37.88 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 4.0 | $21M | 265k | 79.63 | |
Spdr Short-term High Yield mf (SJNK) | 4.0 | $21M | 725k | 28.91 | |
iShares S&P MidCap 400 Index (IJH) | 3.6 | $19M | 130k | 144.80 | |
Vanguard High Dividend Yield ETF (VYM) | 3.0 | $16M | 229k | 68.75 | |
PowerShares FTSE RAFI US 1000 | 2.9 | $15M | 165k | 91.43 | |
iShares S&P SmallCap 600 Index (IJR) | 2.7 | $14M | 126k | 114.06 | |
iShares Barclays TIPS Bond Fund (TIP) | 2.5 | $13M | 117k | 112.01 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 2.4 | $13M | 148k | 86.10 | |
iShares Russell 1000 Index (IWB) | 2.3 | $12M | 107k | 114.63 | |
United Parcel Service (UPS) | 2.2 | $12M | 105k | 111.17 | |
Vanguard Emerging Markets ETF (VWO) | 2.2 | $12M | 287k | 40.02 | |
Apple (AAPL) | 1.3 | $6.7M | 61k | 110.38 | |
CVS Caremark Corporation (CVS) | 1.0 | $5.5M | 57k | 96.30 | |
WisdomTree Emerging Markets Eq (DEM) | 1.0 | $5.3M | 126k | 42.16 | |
Stryker Corporation (SYK) | 1.0 | $5.2M | 55k | 94.32 | |
iShares MSCI EAFE Index Fund (EFA) | 1.0 | $5.2M | 86k | 60.84 | |
Skyworks Solutions (SWKS) | 1.0 | $5.2M | 71k | 72.70 | |
Celgene Corporation | 0.9 | $5.0M | 44k | 111.86 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.9 | $4.9M | 124k | 39.29 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $4.8M | 77k | 62.58 | |
Vanguard Total Stock Market ETF (VTI) | 0.9 | $4.7M | 45k | 106.01 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $4.6M | 22k | 205.56 | |
Lowe's Companies (LOW) | 0.9 | $4.6M | 67k | 68.80 | |
3M Company (MMM) | 0.8 | $4.4M | 27k | 164.34 | |
Microsoft Corporation (MSFT) | 0.8 | $4.3M | 92k | 46.45 | |
UnitedHealth (UNH) | 0.8 | $4.2M | 42k | 101.09 | |
Boeing Company (BA) | 0.8 | $4.2M | 32k | 129.98 | |
Wabtec Corporation (WAB) | 0.8 | $4.2M | 48k | 86.88 | |
United Technologies Corporation | 0.7 | $3.9M | 34k | 115.00 | |
V.F. Corporation (VFC) | 0.7 | $3.9M | 52k | 74.90 | |
Danaher Corporation (DHR) | 0.7 | $3.8M | 44k | 85.71 | |
Hormel Foods Corporation (HRL) | 0.7 | $3.8M | 73k | 52.11 | |
iShares Gold Trust | 0.7 | $3.8M | 331k | 11.44 | |
T. Rowe Price (TROW) | 0.7 | $3.7M | 43k | 85.86 | |
Qualcomm (QCOM) | 0.7 | $3.6M | 49k | 74.32 | |
Roper Industries (ROP) | 0.7 | $3.6M | 23k | 156.36 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.7 | $3.6M | 37k | 96.85 | |
Abbvie (ABBV) | 0.6 | $3.4M | 52k | 65.45 | |
Exxon Mobil Corporation (XOM) | 0.6 | $3.3M | 36k | 92.46 | |
Costco Wholesale Corporation (COST) | 0.6 | $3.2M | 23k | 141.77 | |
Procter & Gamble Company (PG) | 0.6 | $3.2M | 35k | 91.10 | |
American Express Company (AXP) | 0.6 | $3.2M | 34k | 93.05 | |
TJX Companies (TJX) | 0.6 | $3.2M | 47k | 68.59 | |
Amazon (AMZN) | 0.5 | $2.8M | 9.0k | 310.33 | |
Goldman Sachs (GS) | 0.5 | $2.7M | 14k | 193.82 | |
At&t (T) | 0.5 | $2.7M | 82k | 33.58 | |
Snap-on Incorporated (SNA) | 0.5 | $2.8M | 20k | 136.76 | |
F5 Networks (FFIV) | 0.5 | $2.7M | 21k | 130.45 | |
Synopsys (SNPS) | 0.5 | $2.7M | 62k | 43.48 | |
Caterpillar (CAT) | 0.5 | $2.6M | 28k | 91.53 | |
General Electric Company | 0.5 | $2.5M | 99k | 25.27 | |
Anadarko Petroleum Corporation | 0.5 | $2.5M | 30k | 82.51 | |
Arthur J. Gallagher & Co. (AJG) | 0.5 | $2.4M | 51k | 47.09 | |
iShares Russell Midcap Index Fund (IWR) | 0.4 | $2.3M | 14k | 167.07 | |
Schlumberger (SLB) | 0.4 | $2.1M | 25k | 85.40 | |
iShares Russell 2000 Index (IWM) | 0.4 | $2.1M | 18k | 119.64 | |
Chevron Corporation (CVX) | 0.4 | $2.0M | 18k | 112.20 | |
Duke Energy (DUK) | 0.4 | $2.1M | 25k | 83.54 | |
Vanguard S&p 500 Etf idx (VOO) | 0.4 | $2.0M | 11k | 188.36 | |
Nucor Corporation (NUE) | 0.4 | $1.9M | 39k | 49.06 | |
Vanguard REIT ETF (VNQ) | 0.3 | $1.7M | 21k | 81.02 | |
National-Oilwell Var | 0.3 | $1.7M | 26k | 65.55 | |
Sherwin-Williams Company (SHW) | 0.3 | $1.7M | 6.3k | 262.98 | |
Medtronic | 0.3 | $1.6M | 22k | 72.19 | |
Jp Morgan Alerian Mlp Index | 0.3 | $1.5M | 33k | 45.94 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $1.3M | 12k | 110.35 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $1.2M | 12k | 105.20 | |
Berkshire Hathaway (BRK.B) | 0.2 | $1.1M | 7.3k | 150.10 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $1.0M | 44k | 23.36 | |
Energy Select Sector SPDR (XLE) | 0.2 | $1.0M | 13k | 79.15 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $1.0M | 11k | 95.58 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.2 | $1.0M | 9.5k | 105.93 | |
Amgen (AMGN) | 0.2 | $838k | 5.3k | 159.26 | |
DTE Energy Company (DTE) | 0.2 | $848k | 9.8k | 86.42 | |
International Business Machines (IBM) | 0.1 | $737k | 4.6k | 160.36 | |
Johnson & Johnson (JNJ) | 0.1 | $696k | 6.7k | 104.61 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $674k | 6.5k | 104.33 | |
Oracle Corporation (ORCL) | 0.1 | $680k | 15k | 44.94 | |
Rockwell Medical Technologies | 0.1 | $691k | 67k | 10.28 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $680k | 14k | 49.04 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $691k | 15k | 47.01 | |
Ford Motor Company (F) | 0.1 | $646k | 42k | 15.50 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $508k | 1.9k | 263.90 | |
ConocoPhillips (COP) | 0.1 | $454k | 6.6k | 69.13 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $488k | 4.4k | 111.49 | |
iShares Dow Jones US Utilities (IDU) | 0.1 | $501k | 4.2k | 118.16 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $464k | 4.0k | 116.73 | |
Wells Fargo & Company (WFC) | 0.1 | $432k | 7.9k | 54.87 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $434k | 5.5k | 79.40 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $407k | 8.2k | 49.77 | |
Intel Corporation (INTC) | 0.1 | $388k | 11k | 36.29 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $348k | 2.8k | 123.40 | |
SPDR Barclays Capital High Yield B | 0.1 | $357k | 9.2k | 38.64 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $349k | 4.6k | 76.57 | |
BP (BP) | 0.1 | $318k | 8.3k | 38.14 | |
Coca-Cola Company (KO) | 0.1 | $291k | 6.9k | 42.17 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $336k | 5.8k | 57.46 | |
Comcast Corporation | 0.1 | $302k | 5.2k | 57.59 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $313k | 2.7k | 115.63 | |
Pepsi (PEP) | 0.1 | $337k | 3.6k | 94.48 | |
Royal Dutch Shell | 0.1 | $297k | 4.4k | 66.89 | |
Walt Disney Company (DIS) | 0.1 | $288k | 3.1k | 94.27 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $251k | 1.6k | 159.37 | |
Schwab International Equity ETF (SCHF) | 0.1 | $240k | 8.3k | 28.96 | |
Automatic Data Processing (ADP) | 0.0 | $218k | 2.6k | 83.46 | |
Philip Morris International (PM) | 0.0 | $204k | 2.5k | 81.50 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $231k | 2.2k | 103.31 | |
iShares Dow Jones US Tele (IYZ) | 0.0 | $221k | 7.5k | 29.31 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $211k | 1.7k | 127.88 | |
SPDR S&P Metals and Mining (XME) | 0.0 | $215k | 7.0k | 30.89 | |
Alcoa | 0.0 | $171k | 11k | 15.83 |