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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72201R833

44282(+17.7%)

Value:

$4.5B(+18.0%)

464287523

23331(-0.6%)

Value:

$4.4B(-13.2%)

GILEAD SCIENCES, INC.

GILD|375558103

39147(-9.9%)

Value:

$4.4B(+9.2%)

315912808

64214(+9.3%)

Value:

$4.4B(-2.2%)

921946406

VYM|921946406

33788(-7.8%)

Value:

$4.4B(-6.8%)

921932505

VOOG|921932505

12974(+14.1%)

Value:

$4.3B(+4.3%)

ALTRIA GROUP, INC.

MO|02209S103

71965(+6.1%)

Value:

$4.3B(+21.9%)

922908611

VBR|922908611

23080(-1.4%)

Value:

$4.3B(-7.3%)

33740U703

170622(+79.2%)

Value:

$4.3B(+75.2%)

BANK OF AMERICA CORP /DE/

BAC|060505104

101930(-2.6%)

Value:

$4.3B(-7.6%)

97717W307

DLN|97717W307

53493(-1.4%)

Value:

$4.2B(+0.7%)

47103U845

83611(+50.7%)

Value:

$4.2B(+50.7%)

464287655

IWM|464287655

21198(-20.0%)

Value:

$4.2B(-27.8%)

RTX Corp

RTX|75513E101

31895(+2.8%)

Value:

$4.2B(+17.7%)

33733B100

41930(+2.1%)

Value:

$4.2B(+0.8%)

025072307

45063(-5.2%)

Value:

$4.2B(-10.9%)

316092352

105376(+10.3%)

Value:

$4.2B(-4.7%)

LOWES COMPANIES INC

LOW|548661107

17983(+3.9%)

Value:

$4.2B(-1.8%)

88634T519

182865(-23.1%)

Value:

$4.2B(-38.8%)

33740F516

110744

Value:

$4.2B

Instrument	Shares		Other Manager	Value
(cusip72201R833)✕	44.3K	QoQ +17.66% (+6.6K) YoY +48.69% (+14.5K)	All Managers (Combined)	$4.5M	QoQ +17.99% (+$679.4K) YoY +48.81% (+$1.5M)
(cusip464287523)✕	23.3K	QoQ -0.63% (-149) YoY +49.79% (+7.8K)	All Managers (Combined)	$4.4M	QoQ -13.23% (-$669.5K) YoY +24.75% (+$871.2K)
Gilead Sciences, Inc.(GILDcusip375558103)	39.1K	QoQ -9.94% (-4.3K) YoY +1.54% (+597)	All Managers (Combined)	$4.4M	QoQ +9.24% (-$371.3K) YoY +55.33% (+$1.6M)
(cusip315912808)✕	64.2K	QoQ +9.29% (-5.5K) YoY -0.24% (-155)	All Managers (Combined)	$4.4M	QoQ -2.19% (-$98.2K) YoY +5.43% (-$225.3K)
(VYMcusip921946406)	33.8K	QoQ -7.83% (-2.9K) YoY -11.35% (-4.3K)	All Managers (Combined)	$4.4M	QoQ -6.84% (-$320.1K) YoY -5.51% (-$254.4K)
(VOOGcusip921932505)	13.0K	QoQ +14.12% (+1.6K) YoY +11.90% (+1.4K)	All Managers (Combined)	$4.3M	QoQ +4.28% (+$178.3K) YoY +22.82% (+$806.6K)
Altria Group, Inc.(MOcusip02209S103)	72.0K	QoQ +6.12% (+4.2K) YoY -17.90% (-15.7K)	All Managers (Combined)	$4.3M	QoQ +21.86% (+$775.2K) YoY +13.00% (-$497.2K)
(VBRcusip922908611)	23.1K	QoQ -1.40% (-328) YoY +8.82% (+1.9K)	All Managers (Combined)	$4.3M	QoQ -7.31% (-$339.3K) YoY +5.65% (+$230.0K)
(cusip33740U703)✕	170.6K	QoQ +79.16% (+75.4K) YoY +331.91% (+131.1K)	All Managers (Combined)	$4.3M	QoQ +75.16% (+$1.8M) YoY +356.80% (+$3.3M)
Bank Of America Corp /De/(BACcusip060505104)	101.9K	QoQ -2.65% (-2.8K) YoY -8.33% (-9.3K)	All Managers (Combined)	$4.3M	QoQ -7.57% (-$348.5K) YoY +0.87% (-$36.8K)
(DLNcusip97717W307)	53.5K	QoQ -1.35% (-733) YoY +7.39% (+3.7K)	All Managers (Combined)	$4.2M	QoQ +0.65% (-$27.5K) YoY +18.07% (+$649.9K)
(cusip47103U845)✕	83.6K	QoQ +50.70% (+28.1K) YoY +296.39% (+62.5K)	All Managers (Combined)	$4.2M	QoQ +50.70% (+$1.4M) YoY +296.13% (+$3.2M)
(IWMcusip464287655)	21.2K	QoQ -20.00% (-5.3K) YoY -68.22% (-45.5K)	All Managers (Combined)	$4.2M	QoQ -27.77% (-$1.6M) YoY -69.85% (-$9.8M)
Rtx Corp(RTXcusip75513E101)	31.9K	QoQ +2.84% (+883) YoY +3.41% (+1.1K)	All Managers (Combined)	$4.2M	QoQ +17.72% (+$636.1K) YoY +40.45% (+$1.2M)
(cusip33733B100)✕	41.9K	QoQ +2.13% (+878) YoY +12.93% (+4.8K)	All Managers (Combined)	$4.2M	QoQ +0.79% (+$33.4K) YoY +11.39% (+$431.9K)
(cusip025072307)✕	45.1K	QoQ -5.21% (-2.5K) YoY -9.98% (-5.0K)	All Managers (Combined)	$4.2M	QoQ -10.94% (-$519.0K) YoY -0.73% (-$31.1K)
(cusip316092352)✕	105.4K	QoQ +10.28% (-9.8K) YoY +55.99% (+37.8K)	All Managers (Combined)	$4.2M	QoQ -4.71% (-$208.2K) YoY +62.07% (+$1.6M)
Lowes Companies Inc(LOWcusip548661107)	18.0K	QoQ +3.92% (-680) YoY -24.85% (-5.9K)	All Managers (Combined)	$4.2M	QoQ -1.78% (-$76.3K) YoY -31.19% (-$1.9M)
(cusip88634T519)✕	182.9K	QoQ -23.10% (-55.0K) YoY +252.52% (+131.0K)	All Managers (Combined)	$4.2M	QoQ -38.82% (-$2.7M) YoY +184.67% (+$2.7M)
(cusip33740F516)✕	110.7K	QoQ NEW(+110.7K) YoY +185.13% (+71.9K)	All Managers (Combined)	$4.2M	QoQ NEW(+$4.2M) YoY +199.36% (+$2.8M)