Sigma Planning Corp
Investment Portfolio & 13F Holdings Analysis
About
Sigma Planning Corp is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1191 holdings worth $3.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified671 identified520 unidentified
Holdings
1,191 positions
Manager:
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464287242
Shares:
317716(+3.6%)
Value:
$34.5B(+5.4%)
69374H881
Shares:
506971(-6.3%)
Value:
$27.8B(-9.1%)
464287457
Shares:
250256(+6.8%)
Value:
$20.7B(+7.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
322.7K | All Managers (Combined) | $181.3M | |||
Apple Inc.(AAPLcusip037833100) | 694.5K | All Managers (Combined) | $154.3M | ||
Amazon Com Inc(AMZNcusip023135106) | 344.5K | All Managers (Combined) | $65.5M | ||
136.3K | All Managers (Combined) | $63.9M | |||
Microsoft Corp(MSFTcusip594918104) | 151.7K | All Managers (Combined) | $56.9M | ||
94.5K | All Managers (Combined) | $52.9M | |||
99.2K | All Managers (Combined) | $51.0M | |||
809.1K | All Managers (Combined) | $50.0M | |||
416.6K | All Managers (Combined) | $38.7M | |||
(cusip464287242)✕ | 317.7K | All Managers (Combined) | $34.5M | ||
60.1K | All Managers (Combined) | $32.0M | |||
(cusip69374H881)✕ | 507.0K | All Managers (Combined) | $27.8M | ||
882.8K | All Managers (Combined) | $24.7M | |||
935.4K | All Managers (Combined) | $23.4M | |||
Alphabet Inc.(GOOGcusip02079K107) | 145.8K | All Managers (Combined) | $22.8M | ||
38.8K | All Managers (Combined) | $22.4M | |||
Abbvie Inc.(ABBVcusip00287Y109) | 106.1K | All Managers (Combined) | $22.2M | ||
116.2K | All Managers (Combined) | $22.2M | |||
359.6K | All Managers (Combined) | $21.0M | |||
(cusip464287457)✕ | 250.3K | All Managers (Combined) | $20.7M |