HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
628,193 | +7,723 | $238,179 |
| IVV | 628,193 | +7,723 | $238,179 |
| ISHARES TR (IJH) |
380,582 | +6,408 | $86,099 |
| IJH | 380,582 | +6,408 | $86,099 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
1,802,546 | +33,627 | $73,544 |
| VEA | 1,802,546 | +33,627 | $73,544 |
| ISHARES TR (IJR) |
609,203 | +8,794 | $56,296 |
| IJR | 609,203 | +8,794 | $56,296 |
| ISHARES TR (STIP) |
390,968 | +388,973 | $39,656 |
| STIP | 390,968 | +388,973 | $39,656 |
| SPDR SER TR (SJNK) |
1,437,725 | -15,476 | $34,678 |
| SJNK | 1,437,725 | -15,476 | $34,678 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
717,409 | +4,953 | $29,880 |
| VWO | 717,409 | +4,953 | $29,880 |
| ISHARES TR (IBDP) |
1,138,170 | +73,113 | $28,170 |
| IBDP | 1,138,170 | +73,113 | $28,170 |
| ISHARES TR (IBDQ) |
1,089,114 | -18,773 | $26,901 |
| IBDQ | 1,089,114 | -18,773 | $26,901 |
| ISHARES TR (IBDO) |
1,054,167 | +14,628 | $26,449 |
| IBDO | 1,054,167 | +14,628 | $26,449 |
| ISHARES TR (IBDR) |
1,078,910 | -28,332 | $25,667 |
| IBDR | 1,078,910 | -28,332 | $25,667 |
| ISHARES TR (IWB) |
123,098 | +16,313 | $25,575 |
| IWB | 123,098 | +16,313 | $25,575 |
| ISHARES TR (IBDS) |
1,063,292 | -17,474 | $25,381 |
| IBDS | 1,063,292 | -17,474 | $25,381 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
299,773 | +5,182 | $22,861 |
| VCSH | 299,773 | +5,182 | $22,861 |
| ISHARES TR (IBDN) |
830,909 | -44,607 | $20,781 |
| IBDN | 830,909 | -44,607 | $20,781 |
| ISHARES TR (IBDT) |
807,617 | +22,836 | $20,158 |
| IBDT | 807,617 | +22,836 | $20,158 |
| APPLE INC |
143,010 | +47 | $19,552 |
| AAPL | 143,010 | +47 | $19,552 |
| VANGUARD INDEX FDS (VTV) |
141,210 | +5,424 | $18,623 |
| VTV | 141,210 | +5,424 | $18,623 |
| ISHARES TR (IWR) |
279,806 | +25,518 | $18,092 |
| IWR | 279,806 | +25,518 | $18,092 |
| VANGUARD INDEX FDS (VTI) |
83,888 | +1,223 | $15,823 |
| VTI | 83,888 | +1,223 | $15,823 |
| ISHARES TR (IEFA) |
243,301 | +8,937 | $14,318 |
| IEFA | 243,301 | +8,937 | $14,318 |
| MICROSOFT CORP |
54,429 | +1,236 | $13,979 |
| MSFT | 54,429 | +1,236 | $13,979 |
| ISHARES TR (IBDU) |
593,361 | +58,345 | $13,558 |
| IBDU | 593,361 | +58,345 | $13,558 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
159,668 | -3,074 | $12,777 |
| VCIT | 159,668 | -3,074 | $12,777 |
| ISHARES TR (IWM) |
69,360 | +5,398 | $11,747 |
| IWM | 69,360 | +5,398 | $11,747 |
| VANGUARD WHITEHALL FDS (VYM) |
114,653 | -1,317 | $11,660 |
| VYM | 114,653 | -1,317 | $11,660 |
| UNITED PARCEL SERVICE INC |
60,678 | +934 | $11,076 |
| UPS | 60,678 | +934 | $11,076 |
| SYNOPSYS INC |
32,378 | +322 | $9,833 |
| SNPS | 32,378 | +322 | $9,833 |
| STRYKER CORPORATION |
45,425 | +225 | $9,036 |
| SYK | 45,425 | +225 | $9,036 |
| AMAZON COM INC |
79,935 | +75,925 | $8,490 |
| AMZN | 79,935 | +75,925 | $8,490 |
| UNITEDHEALTH GROUP INC |
16,058 | -25 | $8,248 |
| UNH | 16,058 | -25 | $8,248 |
| COSTCO WHSL CORP NEW |
15,598 | +53 | $7,476 |
| COST | 15,598 | +53 | $7,476 |
| ISHARES GOLD TR (IAU) |
213,374 | +40 | $7,321 |
| IAU | 213,374 | +40 | $7,321 |
| LOWES COS INC |
41,392 | +869 | $7,230 |
| LOW | 41,392 | +869 | $7,230 |
| SPDR S&P 500 ETF TR (SPY) |
18,633 | +280 | $7,029 |
| SPY | 18,633 | +280 | $7,029 |
| JPMORGAN CHASE & CO |
61,966 | +179 | $6,978 |
| JPM | 61,966 | +179 | $6,978 |
| DANAHER CORPORATION |
27,301 | +43 | $6,921 |
| DHR | 27,301 | +43 | $6,921 |
| ABBVIE INC |
44,462 | +22 | $6,810 |
| ABBV | 44,462 | +22 | $6,810 |
| GALLAGHER ARTHUR J & CO |
38,247 | +758 | $6,236 |
| AJG | 38,247 | +758 | $6,236 |
| ROPER TECHNOLOGIES INC |
14,335 | +153 | $5,657 |
| ROP | 14,335 | +153 | $5,657 |
| BRISTOL MYERS SQUIBB CO |
70,423 | +411 | $5,423 |
| BMY | 70,423 | +411 | $5,423 |
| ISHARES TR (SHYG) |
130,751 | +6,352 | $5,302 |
| SHYG | 130,751 | +6,352 | $5,302 |
| INVESCO QQQ TR |
18,232 | +614 | $5,110 |
| QQQ | 18,232 | +614 | $5,110 |
| CATERPILLAR INC |
28,019 | +340 | $5,009 |
| CAT | 28,019 | +340 | $5,009 |
| ISHARES INC (IEMG) |
101,352 | +4,290 | $4,972 |
| IEMG | 101,352 | +4,290 | $4,972 |
| PROCTER AND GAMBLE CO |
33,935 | +534 | $4,879 |
| PG | 33,935 | +534 | $4,879 |
| TJX COS INC NEW |
81,442 | -750 | $4,549 |
| TJX | 81,442 | -750 | $4,549 |
| ISHARES TR (EFA) |
69,603 | -1,132 | $4,350 |
| EFA | 69,603 | -1,132 | $4,350 |
| META PLATFORMS INC |
25,298 | -144 | $4,079 |
| FB | 25,298 | -144 | $4,079 |
| GOLDMAN SACHS GROUP INC |
13,171 | +24 | $3,912 |
| GS | 13,171 | +24 | $3,912 |
See Full List: All Stocks Held By Sigma Investment Counselors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sigma Investment Counselors Inc.
|
Size ($ in 1000's)
At 06/30/2022: $1,227,863 At 03/31/2022: $1,394,418 Sigma Investment Counselors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sigma Investment Counselors Inc. 13F filings. Link to 13F filings: SEC filings |
