Sigma Planning Corp

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 1,191
Total Value: 3047737957
Accession Number: 0001420506-25-000852
Form Type: 13F-HR
CIK: 0001449126
Manager Name: Sigma Planning Corp

Data Enrichment

56% identified

671 identified520 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,191 positions • $3,047,737.957K total value

1,191 positions

Manager:

SEC FilingSEC DataHachi Filing

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CrowdStrike Holdings, Inc.

CRWD|22788C105

17189(+20.4%)

Value:

$6.1B(+24.0%)

33733E823

198019(-0.4%)

Value:

$5.9B(-5.7%)

33739Q408

98281(+0.2%)

Value:

$5.9B(+0.3%)

464287614

IWF|464287614

16276(+24.9%)

Value:

$5.9B(+12.3%)

464287887

IJT|464287887

46426(-14.2%)

Value:

$5.8B(-21.1%)

COCA COLA CO

KO|191216100

80219(+0.1%)

Value:

$5.7B(+15.2%)

464287721

40735(+26.3%)

Value:

$5.7B(+11.2%)

HONEYWELL INTERNATIONAL INC

HON|438516106

27016(+13.1%)

Value:

$5.7B(+6.1%)

66538H591

111622(+31.5%)

Value:

$5.7B(+22.1%)

316092600

82569(-19.3%)

Value:

$5.6B(-15.6%)

922908751

VB|922908751

25250(+17.6%)

Value:

$5.6B(+8.5%)

69344A107

112460(+28.1%)

Value:

$5.6B(+28.5%)

81369Y308

67556(+5.1%)

Value:

$5.5B(+9.2%)

Duke Energy CORP

DUK|26441C204

44218(-4.9%)

Value:

$5.4B(+7.6%)

AMGEN INC

AMGN|031162100

16966(-7.8%)

Value:

$5.3B(+10.2%)

AT&T INC.

T|00206R102

186735(-20.3%)

Value:

$5.3B(-1.0%)

464287341

124554(+0.8%)

Value:

$5.2B(+11.1%)

922908736

VUG|922908736

14114(+22.5%)

Value:

$5.2B(+10.7%)

88636J816

235896(-2.9%)

Value:

$5.2B(-10.3%)

92189F676

24501(-4.1%)

Value:

$5.2B(-16.3%)

Instrument	Shares		Other Manager	Value
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	17.2K	QoQ +20.36% (+2.9K) YoY +42.45% (+5.1K)	All Managers (Combined)	$6.1M	QoQ +24.02% (+$1.2M) YoY +56.66% (+$2.2M)
(cusip33733E823)✕	198.0K	QoQ -0.44% (-884) YoY NEW(+198.0K)	All Managers (Combined)	$5.9M	QoQ -5.67% (-$354.5K) YoY NEW(+$5.9M)
(cusip33739Q408)✕	98.3K	QoQ +0.16% (+161) YoY -44.77% (-79.7K)	All Managers (Combined)	$5.9M	QoQ +0.28% (+$16.5K) YoY -44.57% (-$4.7M)
(IWFcusip464287614)	16.3K	QoQ +24.94% (+3.2K) YoY +22.96% (+3.0K)	All Managers (Combined)	$5.9M	QoQ +12.34% (+$646.0K) YoY +31.73% (+$1.4M)
(IJTcusip464287887)	46.4K	QoQ -14.15% (-7.7K) YoY -14.49% (-7.9K)	All Managers (Combined)	$5.8M	QoQ -21.05% (-$1.5M) YoY -18.56% (-$1.3M)
Coca Cola Co(KOcusip191216100)	80.2K	QoQ +0.13% (+107) YoY -13.02% (-12.0K)	All Managers (Combined)	$5.7M	QoQ +15.18% (+$757.6K) YoY +1.81% (-$102.6K)
(cusip464287721)✕	40.7K	QoQ +26.33% (+8.5K) YoY +10.19% (+3.8K)	All Managers (Combined)	$5.7M	QoQ +11.22% (+$577.4K) YoY +14.58% (+$728.2K)
Honeywell International Inc(HONcusip438516106)	27.0K	QoQ +13.14% (+3.1K) YoY +2.15% (+569)	All Managers (Combined)	$5.7M	QoQ +6.06% (+$326.9K) YoY +5.38% (+$292.3K)
(cusip66538H591)✕	111.6K	QoQ +31.48% (+26.7K) YoY +83.33% (+50.7K)	All Managers (Combined)	$5.7M	QoQ +22.15% (+$1.0M) YoY +85.80% (+$2.6M)
(cusip316092600)✕	82.6K	QoQ -19.29% (-19.7K) YoY -25.84% (-28.8K)	All Managers (Combined)	$5.6M	QoQ -15.62% (-$1.0M) YoY -27.38% (-$2.1M)
(VBcusip922908751)	25.3K	QoQ +17.58% (+3.8K) YoY +26.35% (+5.3K)	All Managers (Combined)	$5.6M	QoQ +8.51% (+$439.5K) YoY +22.56% (+$1.0M)
(cusip69344A107)✕	112.5K	QoQ +28.06% (+24.6K) YoY +140.26% (+65.7K)	All Managers (Combined)	$5.6M	QoQ +28.52% (+$1.2M) YoY +140.40% (+$3.3M)
(cusip81369Y308)✕	67.6K	QoQ +5.11% (+3.3K) YoY -9.62% (-7.2K)	All Managers (Combined)	$5.5M	QoQ +9.20% (+$465.2K) YoY -3.33% (-$190.5K)
Duke Energy Corp(DUKcusip26441C204)	44.2K	QoQ -4.93% (-2.3K) YoY -16.71% (-8.9K)	All Managers (Combined)	$5.4M	QoQ +7.61% (-$381.8K) YoY +5.03% (-$258.6K)
Amgen Inc(AMGNcusip031162100)	17.0K	QoQ -7.80% (-1.4K) YoY -1.94% (-337)	All Managers (Combined)	$5.3M	QoQ +10.20% (-$489.4K) YoY +7.44% (-$366.1K)
At&T Inc.(Tcusip00206R102)	186.7K	QoQ -20.32% (-47.6K) YoY -33.45% (-93.9K)	All Managers (Combined)	$5.3M	QoQ -1.04% (-$55.6K) YoY +6.92% (-$341.9K)
(cusip464287341)✕	124.6K	QoQ +0.81% (+1.0K) YoY +12.15% (+13.5K)	All Managers (Combined)	$5.2M	QoQ +11.08% (+$522.9K) YoY +9.85% (+$470.0K)
(VUGcusip922908736)	14.1K	QoQ +22.50% (+2.6K) YoY -2.34% (-339)	All Managers (Combined)	$5.2M	QoQ +10.67% (+$504.9K) YoY +5.20% (-$258.9K)
(cusip88636J816)✕	235.9K	QoQ -2.92% (-7.1K) YoY NEW(+235.9K)	All Managers (Combined)	$5.2M	QoQ -10.27% (-$596.6K) YoY NEW(+$5.2M)
(cusip92189F676)✕	24.5K	QoQ -4.11% (-1.1K) YoY +8.76% (+2.0K)	All Managers (Combined)	$5.2M	QoQ -16.27% (-$1.0M) YoY +2.22% (+$113.0K)