Notify me when Sigma Planning Corp files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,287 | $3,617,793,956 | +$240,800,698 | -$172,680,452 | +$68,120,246 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 30 Jan 2026, 16:16 |
| Q3 2025 | 1,282 | $3,516,301,643 | +$222,874,994 | -$282,348,219 | -$59,473,225 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 10 Nov 2025, 11:53 |
| Q2 2025 | 1,238 | $3,325,186,630 | +$207,333,519 | -$260,030,948 | -$52,697,429 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 05 Aug 2025, 11:03 |
| Q1 2025 | 1,190 | $3,134,674,096 | +$230,307,351 | -$175,483,210 | +$54,824,141 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 01 May 2025, 18:11 |
| Q4 2024 | 1,158 | $3,184,430,775 | +$206,627,012 | -$260,899,418 | -$54,272,406 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 03 Feb 2025, 16:50 |
| Q3 2024 | 1,205 | $3,264,136,025 | +$183,398,653 | -$227,602,066 | -$44,203,413 | IVV, AAPL, NVDA, QQQ, MSFT | 13F-HR | 01 Nov 2024, 17:50 |
| Q2 2024 | 1,178 | $3,154,921,635 | +$239,527,816 | -$264,657,530 | -$25,129,714 | IVV, AAPL, NVDA, QQQ, MSFT | 13F-HR | 05 Aug 2024, 17:31 |
| Q1 2024 | 1,215 | $3,181,787,948 | +$1,841,232,088 | -$24,254,284 | +$1,816,977,804 | IVV, AAPL, QQQ, MSFT, AMZN | 13F-HR | 01 May 2024, 17:40 |
| Q4 2023 | 840 | $1,278,115,222 | +$52,534,469 | -$1,677,023,949 | -$1,624,489,480 | IVV, AAPL, QQQ, MSFT, AMZN | 13F-HR | 01 Feb 2024, 12:41 |
| Q3 2023 | 1,188 | $2,667,638,026 | +$180,651,060 | -$190,392,085 | -$9,741,025 | IVV, AAPL, MSFT, QQQ, AMZN | 13F-HR | 06 Nov 2023, 12:02 |
| Q2 2023 | 1,199 | $2,784,937,264 | +$155,867,973 | -$526,821,325 | -$370,953,352 | AAPL, IVV, MSFT, QQQ, AMZN | 13F-HR | 01 Aug 2023, 18:20 |
| Q1 2023 | 1,293 | $3,009,201,399 | +$270,612,608 | -$200,832,434 | +$69,780,174 | AAPL, IVV, MSFT, QQQ, DGRO | 13F-HR | 05 May 2023, 17:48 |
| Q4 2022 | 1,258 | $2,797,153,901 | +$215,652,040 | -$195,481,549 | +$20,170,491 | IVV, AAPL, DGRO, MSFT, QQQ | 13F-HR | 24 Jan 2023, 15:43 |
| Q3 2022 | 1,251 | $2,614,014,000 | +$229,748,937 | -$180,823,484 | +$48,925,453 | AAPL, IVV, AMZN, DGRO, MSFT | 13F-HR | 10 Nov 2022, 17:17 |
| Q2 2022 | 1,275 | $2,748,812,000 | +$262,297,543 | -$311,329,511 | -$49,031,968 | AAPL, IVV, DGRO, MSFT, AMZN | 13F-HR | 11 Aug 2022, 11:35 |
| Q1 2022 | 1,346 | $3,329,882,000 | +$327,429,501 | -$374,031,535 | -$46,602,034 | AAPL, IVV, MSFT, AMZN, DGRO | 13F-HR | 20 Apr 2022, 14:51 |
| Q4 2021 | 1,361 | $3,566,814,000 | +$297,204,247 | -$222,537,951 | +$74,666,296 | AAPL, IVV, MSFT, QQQ, AMZN | 13F-HR | 02 Feb 2022, 09:40 |
| Q3 2021 | 1,353 | $3,287,944,000 | +$317,184,757 | -$286,621,521 | +$30,563,236 | AAPL, IVV, AMZN, MSFT, SPY | 13F-HR | 28 Oct 2021, 11:28 |
| Q2 2021 | 1,388 | $3,332,037,000 | +$382,962,302 | -$334,988,591 | +$47,973,711 | AAPL, IVV, AMZN, MSFT, QQQ | 13F-HR | 13 Aug 2021, 14:23 |
| Q1 2021 | 1,301 | $3,113,627,000 | +$455,383,761 | -$339,614,246 | +$115,769,515 | AAPL, IVV, SPY, AMZN, MSFT | 13F-HR | 06 May 2021, 16:22 |
| Q4 2020 | 1,171 | $2,894,231,000 | +$389,912,676 | -$222,883,642 | +$167,029,034 | AAPL, IVV, SPY, AMZN, LQD | 13F-HR | 09 Feb 2021, 12:16 |
| Q3 2020 | 1,046 | $2,514,484,000 | +$402,740,793 | -$235,350,311 | +$167,390,482 | AAPL, IVV, SPY, AMZN, LQD | 13F-HR | 03 Nov 2020, 15:11 |
| Q2 2020 | 1,042 | $2,272,895,000 | +$413,793,178 | -$119,871,392 | +$293,921,786 | AAPL, IVV, AMZN, SPY, QQQ | 13F-HR | 31 Jul 2020, 15:05 |
| Q1 2020 | 904 | $1,678,317,000 | +$160,020,517 | -$361,373,553 | -$201,353,036 | IVV, AAPL, USMV, QQQ, AMZN | 13F-HR | 01 May 2020, 15:26 |
| Q4 2019 | 1,035 | $2,273,497,000 | +$251,764,293 | -$182,802,780 | +$68,961,513 | IVV, AAPL, USMV, IVW, AGG | 13F-HR | 03 Feb 2020, 15:18 |
| Q3 2019 | 987 | $2,077,255,000 | +$262,792,559 | -$141,878,558 | +$120,914,001 | IVV, AAPL, IVW, USMV, SPLV | 13F-HR | 01 Nov 2019, 10:51 |
| Q2 2019 | 975 | $1,937,151,000 | +$247,604,218 | -$119,685,499 | +$127,918,719 | IVV, AAPL, IVW, SPLV, USMV | 13F-HR | 01 Aug 2019, 16:16 |
| Q1 2019 | 929 | $1,756,344,000 | +$357,827,127 | -$122,869,393 | +$234,957,734 | IVV, AAPL, IJH, IVW, AGG | 13F-HR | 01 May 2019, 15:36 |
| Q4 2018 | 835 | $1,362,970,000 | +$124,426,520 | -$227,222,538 | -$102,796,018 | IVV, IJH, AAPL, IVW, IJR | 13F-HR | 31 Jan 2019, 16:06 |
| Q3 2018 | 928 | $1,690,808,000 | +$226,275,233 | -$105,181,289 | +$121,093,944 | IVV, AAPL, IJH, IVW, IJR | 13F-HR | 07 Nov 2018, 10:26 |
| Q2 2018 | 898 | $1,491,366,000 | +$210,007,105 | -$109,080,013 | +$100,927,092 | IVV, IJH, IVW, IJR, AAPL | 13F-HR | 02 Aug 2018, 13:20 |
| Q1 2018 | 854 | $1,358,277,000 | +$182,051,720 | -$91,072,318 | +$90,979,402 | IVV, IJH, IVW, AAPL, IJR | 13F-HR | 11 May 2018, 10:25 |
| Q4 2017 | 848 | $1,288,476,000 | +$135,768,891 | -$97,807,780 | +$37,961,111 | IVV, IJH, AAPL, IVW, IJR | 13F-HR | 07 Feb 2018, 10:33 |
| Q3 2017 | 839 | $1,201,573,000 | +$184,310,648 | -$80,246,098 | +$104,064,550 | IVV, IJH, AAPL, IVW, IJR | 13F-HR | 06 Nov 2017, 16:03 |
| Q2 2017 | 789 | $1,063,544,000 | +$108,368,374 | -$94,035,827 | +$14,332,547 | IVV, IJH, AAPL, IJR, AGG | 13F-HR | 02 Aug 2017, 14:45 |
| Q1 2017 | 776 | $1,032,681,000 | +$178,852,653 | -$90,270,146 | +$88,582,507 | IVV, IJH, AAPL, ITOT, AGG | 13F-HR | 24 Apr 2017, 15:38 |
| Q4 2016 | 731 | $912,544,000 | +$160,021,482 | -$93,573,977 | +$66,447,505 | IVV, IJH, AAPL, IUSG, IJR | 13F-HR | 23 Jan 2017, 09:18 |
| Q3 2016 | 734 | $836,917,000 | +$134,350,428 | -$64,064,865 | +$70,285,563 | IVV, IJH, AAPL, AGG, IVW | 13F-HR | 07 Nov 2016, 07:52 |
| Q2 2016 | 689 | $764,902,000 | +$126,503,470 | -$113,566,662 | +$12,936,808 | IVV, IJH, AGG, AAPL, ITOT | 13F-HR | 22 Jul 2016, 14:47 |
| Q1 2016 | 695 | $729,869,000 | +$122,762,272 | -$115,001,930 | +$7,760,342 | IVV, AGG, AAPL, IJH, PFF | 13F-HR | 18 Apr 2016, 14:46 |
| Q4 2015 | 686 | $710,675,000 | +$133,231,574 | -$68,498,025 | +$64,733,549 | IVV, IJH, AAPL, AGG, IVW | 13F-HR | 20 Jan 2016, 09:08 |
| Q3 2015 | 662 | $627,078,000 | +$84,737,315 | -$129,817,915 | -$45,080,600 | IVV, IJH, AAPL, FLOT, AGG | 13F-HR | 02 Nov 2015, 10:33 |
| Q2 2015 | 707 | $724,415,000 | +$84,129,596 | -$100,579,986 | -$16,450,390 | IVV, AAPL, IJH, AGG, FLOT | 13F-HR | 14 Jul 2015, 10:57 |
| Q1 2015 | 752 | $754,601,000 | +$123,881,031 | -$128,178,603 | -$4,297,572 | IVV, AAPL, AGG, IJH, VQT | 13F-HR | 23 Apr 2015, 10:24 |
| Q4 2014 | 717 | $756,423,000 | $0 | $0 | $0 | IVV, AAPL, ITOT, VQT, AGG | 13F-HR | 13 Feb 2015, 08:48 |