Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 150,084 | -173,554 | $71,684 |
IVV | 150,084 | -173,554 | $71,684 |
APPLE INC | 273,530 | -522,281 | $52,663 |
AAPL | 273,530 | -522,281 | $52,663 |
INVESCO QQQ TR | 84,501 | -54,633 | $34,605 |
QQQ | 84,501 | -54,633 | $34,605 |
MICROSOFT CORP | 83,041 | -85,817 | $31,227 |
MSFT | 83,041 | -85,817 | $31,227 |
AMAZON COM INC | 142,381 | -222,167 | $21,633 |
AMZN | 142,381 | -222,167 | $21,633 |
ISHARES TR (DGRO) | 380,609 | -490,768 | $20,484 |
DGRO | 380,609 | -490,768 | $20,484 |
SPDR S&P 500 ETF TR (SPY) | 41,209 | -38,422 | $19,587 |
SPY | 41,209 | -38,422 | $19,587 |
NVIDIA CORPORATION | 37,780 | -27,668 | $18,709 |
NVDA | 37,780 | -27,668 | $18,709 |
ISHARES TR (IVW) | 220,694 | -228,445 | $16,574 |
IVW | 220,694 | -228,445 | $16,574 |
VANGUARD INDEX FDS (VOO) | 37,538 | -43,594 | $16,397 |
VOO | 37,538 | -43,594 | $16,397 |
ISHARES TR (LQD) | 130,672 | -124,095 | $14,460 |
LQD | 130,672 | -124,095 | $14,460 |
FIRST TR EXCHNG TRADED FD VI (FDEC) | 364,811 | +364,811 | $14,224 |
FDEC | 364,811 | +364,811 | $14,224 |
PACER FDS TR | 252,250 | -274,224 | $13,114 |
COWZ | 252,250 | -274,224 | $13,114 |
SCHWAB STRATEGIC TR | 159,999 | -231,285 | $12,181 |
SCHD | 159,999 | -231,285 | $12,181 |
ABBVIE INC | 77,355 | -49,803 | $11,988 |
ABBV | 77,355 | -49,803 | $11,988 |
ISHARES TR (IJR) | 96,608 | -112,988 | $10,458 |
IJR | 96,608 | -112,988 | $10,458 |
VANECK ETF TRUST (MOAT) | 122,536 | -117,831 | $10,400 |
MOAT | 122,536 | -117,831 | $10,400 |
ISHARES TR (IJH) | 36,932 | -50,535 | $10,236 |
IJH | 36,932 | -50,535 | $10,236 |
ALPHABET INC | 68,771 | -43,202 | $9,607 |
GOOGL | 68,771 | -43,202 | $9,607 |
BERKSHIRE HATHAWAY INC DEL | $9,556 | ||
BRK.B | 26,792 | -22,480 | $9,556 |
SPDR GOLD TR (GLD) | 45,945 | -81,894 | $8,783 |
GLD | 45,945 | -81,894 | $8,783 |
ISHARES TR (FLOT) | 169,435 | -179,639 | $8,577 |
FLOT | 169,435 | -179,639 | $8,577 |
ISHARES TR (IVE) | 47,480 | -56,663 | $8,256 |
IVE | 47,480 | -56,663 | $8,256 |
ELI LILLY & CO | 13,715 | -7,526 | $7,995 |
LLY | 13,715 | -7,526 | $7,995 |
ISHARES TR (AGG) | 80,062 | -93,526 | $7,946 |
AGG | 80,062 | -93,526 | $7,946 |
ALPHABET INC | 53,115 | -110,958 | $7,486 |
GOOG | 53,115 | -110,958 | $7,486 |
ISHARES TR (MUB) | 67,934 | -57,874 | $7,365 |
MUB | 67,934 | -57,874 | $7,365 |
SELECT SECTOR SPDR TR (XLK) | 35,996 | -31,688 | $6,929 |
XLK | 35,996 | -31,688 | $6,929 |
TESLA INC | 27,670 | -34,306 | $6,875 |
TSLA | 27,670 | -34,306 | $6,875 |
COSTCO WHSL CORP NEW | 9,393 | -7,165 | $6,200 |
COST | 9,393 | -7,165 | $6,200 |
ISHARES TR (IOO) | 74,456 | +49,485 | $5,995 |
IOO | 74,456 | +49,485 | $5,995 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 107,407 | -131,429 | $5,905 |
JEPI | 107,407 | -131,429 | $5,905 |
HOME DEPOT INC | 16,635 | -18,342 | $5,765 |
HD | 16,635 | -18,342 | $5,765 |
JPMORGAN CHASE & CO | 33,779 | -45,339 | $5,746 |
JPM | 33,779 | -45,339 | $5,746 |
FIRST TR EXCHANGE TRADED FD (FTSM) | 93,976 | -116,510 | $5,607 |
FTSM | 93,976 | -116,510 | $5,607 |
VANGUARD INDEX FDS (VTI) | 23,272 | -17,291 | $5,521 |
VTI | 23,272 | -17,291 | $5,521 |
META PLATFORMS INC | 15,516 | -14,097 | $5,492 |
META | 15,516 | -14,097 | $5,492 |
ISHARES TR (QUAL) | 36,893 | -20,699 | $5,428 |
QUAL | 36,893 | -20,699 | $5,428 |
ISHARES TR (USMV) | 68,405 | -114,949 | $5,338 |
USMV | 68,405 | -114,949 | $5,338 |
FIRST TR EXCHANGE TRADED FD (FTCS) | 65,585 | -86,136 | $5,249 |
FTCS | 65,585 | -86,136 | $5,249 |
SELECT SECTOR SPDR TR (XLE) | 62,033 | -92,531 | $5,201 |
XLE | 62,033 | -92,531 | $5,201 |
ISHARES TR (SHY) | 63,314 | -110,666 | $5,194 |
SHY | 63,314 | -110,666 | $5,194 |
VANGUARD INDEX FDS (VTV) | 34,089 | -34,492 | $5,096 |
VTV | 34,089 | -34,492 | $5,096 |
ABBOTT LABS | 46,185 | -11,352 | $5,084 |
ABT | 46,185 | -11,352 | $5,084 |
FIRST TR EXCHNG TRADED FD VI (FIXD) | 111,846 | -140,025 | $4,989 |
FIXD | 111,846 | -140,025 | $4,989 |
ISHARES TR (ITOT) | 46,940 | -86,840 | $4,939 |
ITOT | 46,940 | -86,840 | $4,939 |
EXXON MOBIL CORP | 47,201 | -89,961 | $4,719 |
XOM | 47,201 | -89,961 | $4,719 |
ISHARES TR (ICSH) | 92,801 | -90,381 | $4,673 |
ICSH | 92,801 | -90,381 | $4,673 |
FIRST TR VALUE LINE DIVID IN (FVD) | 113,452 | -120,902 | $4,602 |
FVD | 113,452 | -120,902 | $4,602 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 88,887 | -94,333 | $4,593 |
RDVY | 88,887 | -94,333 | $4,593 |
See Full List: All Stocks Held By Sigma Planning Corp
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Sigma Planning Corp
Size ($ in 1000's)
At 12/31/2023: $1,278,121 At 09/30/2023: $2,672,500 Sigma Planning Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sigma Planning Corp 13F filings. Link to 13F filings: SEC filings |